Home/Proposal Software/PandaDoc vs Recapped.io
Updated on: October 25, 2021

Compare PandaDoc vs Recapped.io

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
(1654 Ratings)
Remove
Visit Website 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

PandaDoc

Proposal Software
(1654 Ratings)
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

Recapped.io is a sales cycle management software that helps organizations carry out collaborative action plans and close more deals. Users can replace their emails and spreadsheets with this elegant platform to simplify complicated contracts and deliver a fantastic consumer experience to their clients. It helps users streamline their sales cycle, by making their stakeholders accountable while performing complex evaluations, implementations, and negotiations. The Clone feature within Recapped.io enables users to repeat their best sales move, eliminating chances of losing deals. Users can also forecast their upcoming deals with pinpoint accuracy, based on the real-time reports offered by the software. They can generate attractive sales plans, which ensures accountability and greater deal generation facilities. Recapped.io assures extensive collaboration with customer success teams and internal sales engineers offering smooth post sales operations. Moreover, the software minimizes admin work, drives efficiency and improves data hygiene by facilitating integration with Salesforce. ..read more

Features

Access Control

Alert Notifications

Approval Workflow

CRM Integration

Collaborative Editing

Contact Management

Customer Pipeline

Customizable Branding

Document Analytics

Document Audit Trail

Document Library

PDF Export

e-Signature

TECHNICAL DETAILS

Access Monitoring

24/7 (Live rep)

Business Hours

Online

Contact Number/Address

San Francisco, California

NYC, New York / 1-415-413-1083

API

N/A

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) (Additional Cost)
  • Bulk send (Additional Cost)
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 (Additional Cost)
View Price Page
Free
Free

Perfect for individual reps to close more deals faster

Features

  • Single user
  • Collaborate on 5 active deals
  • Automatic task reminders for clients
  • Reusable template library
  • Custom logo branding
  • Unlimited file attachments
  • Internal notes and content
  • Email support
Professional
$55 /Month

per seat (billed yearly)

Perfect for growing startups and power users

Features

  • Up to 10 teammates
  • Collaborate on unlimited deals
  • Automatic task reminders for clients
  • Reusable template library
  • Custom logo branding
  • Unlimited file attachments
  • Internal notes and content
  • Email, chat, phone support
Business
$95 /Month

per seat (billed yearly)

Perfect for larger teams and innovative enterprises

Features

  • Unlimited teammates
  • Includes features of Professional plan, plus
  • Dedicated Success Manager
  • Salesforce integration
  • Whiteglove onboarding experience
  • Password protect deals (soon)
  • Advanced deal analytics (soon)
  • Org charts (soon)
View Price Page

SCREENSHOTS

PandaDoc Screenshots
View 3 screenshot(s)
Recapped.io Screenshots
View 5 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
  • Dropbox Business
  • Google Drive
  • Salesforce

ALTERNATIVES

Top alternatives to PandaDoc

Proposify
Proposify
Qwilr
Qwilr
DocuSign
DocuSign
Adobe Sign
Adobe Sign
Practice Ignition
Practice Ignition

Top alternatives to Recapped.io

PandaDoc
PandaDoc
Practice Ignition
Practice Ignition
Proposify
Proposify
Qwilr
Qwilr
Better Proposals
Better Proposals