PandaDoc vs M-Files Comparison

Remove All ADD PRODUCT PandaDoc 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 Proposal Software (4114 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 M-Files Document Management Software (1092 Ratings)
Visit Website	Visit Website

Remove All

Remove

PandaDoc Proposal Software (4114 Ratings)

Remove

M-Files Document Management Software (1092 Ratings)

Visit Website

ADD PRODUCT	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 Proposal Software (4114 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 M-Files Document Management Software (1092 Ratings)
Visit Website	Visit Website

ADD PRODUCT

Remove

M-Files

Document Management Software (1092 Ratings)

Visit Website

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
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

Compare PandaDoc vs M-Files

PandaDoc

M-Files

Overview

TECHNICAL DETAILS

Pricing

SCREENSHOTS

INTEGRATIONS

ALTERNATIVES