Home/Compare/PandaDoc vs M-Files
Updated on: October 28, 2020

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
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PandaDoc Proposal Software
(1369 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 Proposal Software
(1369 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
Visit Website 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. ..read 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. ..read more

Features

Access Control

Alert Notifications

Approval Workflow

CRM Integration

Collaboration Tools

Collaborative Editing

Compliance Tracking

Contact Management

Customer Pipeline

Customizable Branding

Document Analytics

Document Archiving

Document Assembly

Document Audit Trail

Document Indexing

Document Library

Document Retention

File Recovery

File Type Conversion

Offline Access

Optical Character Recognition (OCR)

PDF Export

Version Control

e-Signature

TECHNICAL DETAILS

Access Monitoring

24/7 (Live rep)

Business Hours

Online

Contact Number/Address

San Francisco, CA - 94108 / +1 650-521-9077

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

Individual
$15 /User/Month

$15 per User per Month billed Annually

$23 per User per Month billed Monthly

Features

  • eSignatures
  • Unlimited templates
  • Real-time tracking
  • Send up to 50 documents
  • 2 users max

All the Plans Includes these Features

  • Online document editor
  • Legally binding eSignatures
  • Audit trail
  • Mobile Application
  • All-in-one solution
  • Customer support
Business
$49 /User/Month

$49 per User per Month billed Annually

$59 per User per Month billed Monthly

Features

  • eSignatures
  • Unlimited documents
  • Approval workflows
  • Content library
  • 1 workspace
  • Standard integrations
  • Includes features of All Plan

Enterprise
Custom

Features

  • Includes features of Business plan, plus
  • Unlimited workspaces
  • Premium integrations
  • Content locking
  • Custom roles
  • Advanced reporting
  • Includes features of All Plan

Contact the vendor to get the latest pricing detail.

API
$375 /Month

$375 per Month billed Annually

Features

  • 250 documents via REST
  • Unlimited templates
  • OAuth 2.0
  • Embedded signing
  • Webhooks
  • eSignatures

View Price Page
M-Files
Custom

Features

  • Work Remotely
  • Access anywhere
  • Capture and transform
  • Collaborate
  • Compliance
  • Content intelligence
  • Organize with metadata
  • Make it yours
  • Search anywhere
  • Security
  • Workflows
View Price Page

SCREENSHOTS

PandaDoc Screenshots
View 20 screenshot(s)
M-Files Screenshots
View 0 screenshot(s)

ALTERNATIVES

Top alternatives to PandaDoc

DocuSign
Proposify
Adobe Sign
Concord
Practice Ignition

Top alternatives to M-Files

eFileCabinet
Laserfiche
DocuWare
Google Drive
ONLYOFFICE