Home/Proposal Software/PandaDoc vs FormstackUpdated on: March 28, 2024

Compare PandaDoc vs Formstack

98% The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read More Remove
PandaDoc
PandaDoc Proposal Software (626 Ratings)
96% The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read More Remove
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98% The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read More Remove
PandaDoc

PandaDoc

Proposal Software (626 Ratings)
96% The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read More Remove
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Overview

Summary

PandaDoc is a document builder responsible for workflow management that streamlines and accelerates the user's document processes. It also creates, tracks, and processes documents. The tool offers features under many categories such as proposals, quotes, team management, document access code, content management, branding, tracking, workflow, productivity, etc. The content locking feature of PandaDoc restricts the user's team members from editing a block of content in templates or library items. It integrates with several Customer Relationship Management software that has ERPs. The user can set up new or existing templates and send and e-sign proposals or agreements. The creation and sending of quotes are easy to execute, along with direct workflows. Users can upload the files quickly and send them right away. The transactional documents can be stored as well. The tool can also open discussions with the user's customers, close deals faster, collect payments, organize documents, and much more. ..show more

FormStack is among the best online form builders since it offers A/B testing between two forms to check which one is better. It can convert the form data into PDF files that can be downloaded and shared. It also has analytics that offers key insights to help the users in understanding the user’s behaviour. It also has certain other elementary features like emails, which are pushed to the users each time a data form is submitted. The forms also come integrated with the payment option that is done with utmost security and has the calculating field for quantities and total amount for tickets and related fields. Following the payment, it allows sending customised emails with the confirmation. And thanks to the HIPAA compliance, which allows secure collection of sensitive data. There are various integrations like HubSpot, SalesForce, DropBox, Google Sheet, etc. With so much on offer, FormStack is among the best the users can get. ..show more

TECHNICAL DETAILS

Access Monitoring

24/7 (Live rep)

Business Hours

Online

Contact Number/Address

San Francisco, California

Fishers, Indiana / +1 317-542-3125

API

Deployment

SaaS/Web/Cloud

Mobile - Android

Mobile - iOS

Mobile - Windows

Mobile - BlackBerry

Installed - Windows

Installed - Mac

Customers

Individuals

Freelancers

Large Enterprises

Medium Business

Small Business

Pricing

Pricing Model

Free Trial

Freemium

One-time license

Open-source

Subscription

Quotation Based

Plans

Free eSign
Free

Upload, send for eSignature and collect payment for as many documents as you’d like.

Features

  • Unlimited legally binding eSignatures
  • Unlimited document uploads
  • Payments
  • Mobile app
Essentials
$29 /User/Month

Create docs with templates or the built-in editor. Collect eSignatures and track docs in real-time too.

Features

  • Includes features of Free plan, plus
  • Templates
  • Rich media drag and drop document editor
  • Pricing tables
  • Document analytics
  • 24/7 email and chat support
Business
$59 /User/Month

Connect your CRM and automate your document workflows from creation to eSignature.

Features

  • Includes features of Essential plan, plus
  • CRM and Zapier integrations
  • Content library
  • Custom branding
  • Approval workflows
  • Forms (New)
  • Bulk send
Enterprise
Custom

For teams that require more capabilities including integrations like Salesforce and API.

Features

  • Includes features of Business plan, plus
  • SSO support and custom user roles
  • Unlimited number of team workspaces
  • Salesforce integration
  • User performance and content reporting
  • API
View Price Page
Forms
$50 /Month

$50 per Monh billed Yearly

Collect data with a no-code, drag-and-drop form builder.

Features

  • 1 User
  • 20 Digital Forms
  • 1,000 Submissions per Form
  • Drag-and-Drop Form Builder
  • Custom Themes
  • Form Integrations
  • Payment Integrations
Documents
$92 /Month

$92 per Month billed Yearly

Create seamless document generation workflows.

Features

  • 2 Users
  • 10 Document Templates
  • 150 Merges
  • Session Management
  • Data Routing
  • Document Integrations
Sign
$18 /Month

$18 per Month billed Yearly

Capture legally binding digital signatures on any device.

Features

  • 1 User
  • Unlimited eSignatures
  • Mobile Signing
  • Custom Signing Experience
  • Email Integrations
Suite
$66 /Month

Bundle all of Formstack’s apps and top features into a single plan.

Features

  • 1 User
  • 10 Digital Forms, Unlimited Document Templates, and Unlimited eSignatures
  • 500 Submissions Per Form, 50 Merges, and Unlimited eSignatures
  • Includes features of Forms, Documents, Sign plan, plus
  • Copilot
  • Dynamic Task Assignment
  • Form to Form Prefill
Enterprise
Custom

Empower your team with an enterprise-ready process automation solution.

Features

  • Dedicated Customer Success Manager
  • Single Sign-On
  • Security and Compliance
  • Account Management
View Price Page

SCREENSHOTS

PandaDoc Screenshots
View 3 screenshot(s)
Formstack Screenshots
View 2 screenshot(s)

INTEGRATIONS

  • Gmail
  • Freshsales
  • monday.com
  • Microsoft Teams
  • Dropbox Business
  • Slack
  • Box
  • Insightly
  • Microsoft OneDrive for Business
  • Google Sheets
  • PayPal
  • Quickbooks
  • Zendesk Sell
  • Zapier
  • Freshbooks
  • Zoom
  • Authorize.Net
  • Copper CRM
  • Integromat
  • Salesmate
  • Stripe Payments
  • Canva
  • Pipeliner CRM
  • Nimble
  • Zoho CRM
  • Nutshell
  • Google Drive
  • HubSpot CRM
  • Microsoft Dynamics 365 for Sales
  • Square Payroll
  • Salesforce
  • Pipedrive CRM
  • Microsoft Word
  • Butter CMS
  • Salesforce Marketing Cloud Account Engagement (formerly Pardot)
  • Slack
  • Box
  • Insightly
  • Microsoft OneDrive for Business
  • Trello
  • Microsoft Excel
  • Google Sheets
  • iContact
  • PayPal
  • Conga Contracts
  • Emma
  • Formstack Documents
  • Smartsheet
  • Zapier
  • Capsule
  • Microsoft Power Automate
  • Bidsketch
  • ConnectWise Control
  • Authorize.Net
  • Google Calendar
  • Helpspot
  • Stripe Payments
  • airSlate
  • Campaign Monitor
  • MailChimp
  • Adobe Sign
  • Constant Contact
  • Agile CRM
  • Gmail
  • Dropbox Business
  • Microsoft Teams
  • BigCommerce
  • AWeber
  • Microsoft SharePoint
  • WePay
  • Quickbooks
  • Zendesk Support
  • ConnectWise Sell
  • Freshbooks
  • Bambora
  • Xero
  • WordPress
  • Act-On
  • Drupal
  • ActiveCampaign
  • Pipeline CRM
  • GoToWebinar
  • Zoho CRM
  • Google Drive
  • ProcessMaker
  • HubSpot CRM
  • Google Analytics
  • Microsoft Dynamics 365 for Sales
  • Salesforce
  • Pipedrive CRM
  • Airtable
  • 123FormBuilder

ALTERNATIVES

Top alternatives to PandaDoc

signNow
signNow
Adobe Sign
Adobe Sign
Jotform
Jotform
Proposify
Proposify
HelloSign
HelloSign

Top alternatives to Formstack

Smartsheet
Smartsheet
SurveyMonkey
SurveyMonkey
Formsite
Formsite
Typeform
Typeform
Google Forms
Google Forms