Practice Ignition vs PandaDoc Comparison

Remove All ADD PRODUCT Practice Ignition PandaDoc	91% The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read More Remove Practice Ignition Proposal Software (47 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 PandaDoc Proposal Software (1826 Ratings)
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ADD PRODUCT	91% The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read More Remove Practice Ignition Proposal Software (47 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 PandaDoc Proposal Software (1826 Ratings)
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Overview

Summary

Get a perfect view of all your business activities on one single screen with Practice Ignition. Its Business Intelligence dashboards provides you with every information possible at just one single click. Get an oversight of where your business was in the past, where it is currently and also where it is heading. View your forecast growth with well defined charts and tables and make decisions accordingly. Track the performance of your sales team with the sales pipeline overview. Stay updated with all your unbilled projects and unpaid invoices and make timely reviews and follow up calls to all your clients. ..read more

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

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 Facilitates brand marketing as per the brand-owner's requirement and preference
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

Chippendale, Australia

San Francisco, California

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
	Starter $75 /Month Starter Win more business and focus on what you need to. PRICING $65 USD per month (billed annually) $75 USD per month All standard features Ledger integrations with Xero and Quickbooks Online to automate accounts receivables Zapier integration to connect with your favorite apps and automate repetitive processes IMPLEMENTATION Weekly introductory webinar Import clients Engagement letter / terms formatting (x1) Custom marketing brochure SUPPORT Conversational based support with a same-day response time. PAYMENT RATES 2.9% + $0.30 when you use Practice Ignition to accept domestic card payments 3.6% + $0.30 when you use Practice Ignition to accept international/Amex card payments $1.00 when you use Practice Ignition to accept direct debit payments CLIENTS 25 active clients: clients that have a current, active engagement with you + $2.25 per additional active client Professional $149 /Month Professional It's like employing a dedicated admin at a fraction of the cost. PRICING $129 USD per month (billed annually) $149 USD per month All standard features Ledger integrations with Xero and Quickbooks Online to automate accounts receivables Zapier integration to connect with your favorite apps and automate repetitive processes Workflow integrations with Xero Practice Manager, Karbon, and Intuit Practice Manager to automate client onboarding NEW Multiple proposal options to allow clients to choose from up to three pricing or service options (new proposal editor only) NEW Multiple signatures collect up to two signatures on a single proposal NEW Custom proposal templates to standardize client engagements and save time creating proposals (new proposal editor only) Add videos from Loom, YouTube, and Vimeo to bring personality to your proposals Custom branding including your company logo, custom brand color and default brochure Multiple proposal email templates for tailored customer communication Invoice tracking categories for automated invoice reporting within Xero Invoice line item descriptions for more control over your customer invoices Website integration to capture qualified leads on your site with Practice Ignition IMPLEMENTATION Personalized introductory call + 3 monthly check-ins Settings, email, and branding review Import clients Engagement letter / terms formatting (x2) Custom marketing brochure 1-hour one-on-one training session Workflow software setup call (XPM/Karbon) User setup (XPM) Bulk proposal creation Service import and formatting (100 max) SUPPORT Conversational-based support with a 4-hour average response time. PAYMENT RATES 2.7% + $0.30 when you use Practice Ignition to accept domestic card payments 3.6% + $0.30 when you use Practice Ignition to accept international/Amex card payments $0.80 when you use Practice Ignition to accept direct debit payments CLIENTS 250 active clients: clients that have a current, active engagement with you + $1.50 per additional active client Scale $375 /Month Scale Accelerate and scale your larger business. PRICING $315 USD per month (billed annually) $375 USD per month All standard features Ledger integrations with Xero and Quickbooks Online to automate accounts receivables Zapier integration to connect with your favorite apps and automate repetitive processes Workflow integrations with Xero Practice Manager, Karbon, and Intuit Practice Manager to automate client onboarding NEW Multiple proposal options to allow clients to choose from up to three pricing or service options (new proposal editor only) NEW Multiple signatures collect up to ten signatures on a single proposal NEW Custom proposal templates to standardize client engagements and save time creating proposals (new proposal editor only) Add videos from Loom, YouTube, and Vimeo to bring personality to your proposals Custom branding including your company logo, custom brand color and default brochure Multiple proposal email templates for tailored customer communication Invoice tracking categories for automated invoice reporting within Xero Invoice line item descriptions for more control over your customer invoices Website integration to capture qualified leads on your site with Practice Ignition Concierge onboarding and training to get your team up and running quickly A best practice coach to ensure you're maximizing billable time IMPLEMENTATION Personalized introductory call + 3 monthly check-ins Settings, email and branding review Import clients Engagement letter/terms formatting (x4) Custom marketing brochure 1-hour one-on-one training session Workflow software setup call (XPM/Karbon) User setup (XPM) Bulk proposal creation Service import and formatting (100 max) Launch day (onsite/remote) SUPPORT Conversational-based support with a 1-hour average response time. PAYMENT RATES 2.5% + $0.30 when you use Practice Ignition to accept domestic card payments 3.6% + $0.30 when you use Practice Ignition to accept international/Amex card payments $0.70 when you use Practice Ignition to accept direct debit payments CLIENTS 1000 active clients: clients that have a current, active engagement with you + $0.75 per additional active client View Price Page	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

Compare Practice Ignition vs PandaDoc