Compare PandaDoc vs Recapped.io

Remove All ADD PRODUCT PandaDoc 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 Proposal Software (4114 Ratings)	87% The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read More Remove Recapped.io Proposal Software (250 Ratings)
Remove All ADD PRODUCT PandaDoc Recapped.io	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 Proposal Software (4114 Ratings)	87% The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read More Remove Recapped.io Proposal Software (250 Ratings)
ADD PRODUCT	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. ..show 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. ..show more

Features

Access Control Defines application access to various users. Includes role-based system that controls options to be displayed to different users based on their role
Alert Notifications Alerts the user when predefined criteria is met
Approval Workflow Allows to route the documents to one or multiple people for seeking their approval
CRM Integration Automatically sends and receives the relevant information to the CRM Software that helps in time management
Collaborative Editing Invite individuals or team to co-edit the documents, pictures in real-time
Contact Management Organizing customer data in a centralized location and handling contact details, demographics, transactions, etc.
Customer Pipeline Helps to manage sales and business prospects and boosting them down the sales funnel
Customizable Branding This feature enables the customization of brand marketing to meet specific requirements and preferences.
Document Analytics Helps to know the complete insights of a document like who, when and how it is used.
Document Audit Trail Tracks the document signature history and timestamp for legal attestation
Document Library Central repository to manage your assets like Images, PDF files, etc.,
PDF Export Enables to export the document to PDF file for easy sharing
e-Signature Electronic Signatures help users to sign their digital documents remotely

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
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	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