Home/Proposal Software/PandaDoc vs M-FilesUpdated on: January 31, 2023

Compare PandaDoc vs M-Files

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 (1826 Ratings)
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
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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 (1826 Ratings)
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
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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

M-Files is a platform that offers a variety of features that help businesses take care of their content and documents so that employees can concentrate on more value-adding tasks. It improves efficiency by changing the way paper documents are stored by transforming them into searchable PDF documents. It helps organize content with metadata where information is put in context, so that information can be searched and found easily using different criteria. The platform allows users to search for information in any system or repository without any problem. Information can be found, accessed, and managed in one view. Users can access content anytime, anywhere with any device even in offline mode. It enables users to easily share the documents with anyone and also add workflows to automate business processes. M-Files allows users to configure the platform and use templates to support general use cases and also comply with laws and regulations. ..show more

TECHNICAL DETAILS

Access Monitoring

24/7 (Live rep)

Business Hours

Online

Contact Number/Address

San Francisco, California

Plano, Texas / +1 800-224-4074

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
Standard
Custom

Comprehensive feature set including the Intelligent Metadata Layer.

Features

  • Cloud, on premises or hybrid
  • Access documents in other systems and repositories
  • Metadata suggestions
Professional
Custom

Extends the standard functionality with integrations to multiple line-of-business applications and office productivity suites.

Features

  • Cloud, on premises or hybrid
  • Access documents in other systems and repositories
  • Metadata suggestions
  • M-Files Discovery – find business critical data
  • M-Files for SharePoint Online and Teams
  • M-Files for Salesforce
Enterprise
Custom

Designed for managing business-critical workloads in compliance with different industry regulations.

Features

  • Cloud, on premises or hybrid
  • Access documents in other systems and repositories
  • Metadata suggestions
  • M-Files Discovery – find business critical data
  • M-Files for SharePoint Online and Teams
  • M-Files for Salesforce
  • GDPR vault template
  • M-Files Quality Management System (QMS) vault template
  • Advanced Version Control
  • Print and Download Prevention

View Price Page

SCREENSHOTS

PandaDoc Screenshots
View 3 screenshot(s)
M-Files Screenshots
View 0 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 (ProsperWorks 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
  • Microsoft Word
    NA

ALTERNATIVES

Top alternatives to PandaDoc

Conga Contracts
Conga Contracts
Jotform
Jotform
signNow
signNow
Adobe Sign
Adobe Sign
Proposify
Proposify

Top alternatives to M-Files

Confluence
Confluence
iManage Work
iManage Work
OnBase
OnBase
Dropbox Business
Dropbox Business
Community Box
Community Box