DialSource vs. PandaDoc

PandaDoc

Overview
Product	Rating	Most Used By	Product Summary	Starting Price
DialSource	Score 10.0 out of 10	N/A	DialSource helps customer-facing teams have better conversations. DialSource is an enterprise software company that provides software to businesses to make, receive and manage customer-facing communications. DialSource’s applications for Salesforce and Microsoft Dynamics CRM are designed to automate recurring sales and service tasks, eliminate manual activity logging and streamline CRM management; while…	N/A
PandaDoc	Score 9.0 out of 10	N/A	PandaDoc headquartered in San Francisco offers their eponymous electronic signature platform for sales teams, containing sales proposal automation and CPQ (configure, price, quote) features, and integration with CRMs.	$35 per month per seat

Pricing

DialSource

PandaDoc

Editions & Modules

No answers on this topic

Starter: $35
per month per seat
Business: $65
per month per seat
Enterprise: Contact Sales

Offerings

Pricing Offerings
DialSource	PandaDoc
Free Trial
No	Yes
Free/Freemium Version
No	No
Premium Consulting/Integration Services
No	No

Entry-level Setup Fee

Required

Optional

Additional Details

Please contact us to learn more and review pricing options for your organization.

PandaDoc offers a free eSign plan and 3 paid packages for eSigning and document automation. All plans include unlimited documents and eSignatures. Evaluations start with a free 14-day trial. Up to a 46% discount for annual pricing.

More Pricing Information

Community Pulse
	DialSource	PandaDoc
Considered Both Products	DialSource Rob Morris Director of Inside Sales Chose DialSource DialSource Telephony is way better than the others: no delay, no static, clear consistent voice quality. Incentivized Helpful?	PandaDoc Verified User Anonymous Chose PandaDoc I find it easier to automate and create templates in PandaDoc. Specifically the templates. Also, connecting through API is easier (our IT team says so, I'm not qualified to evaluate that). Pricing is also something important, when we acquired PandaDoc it was cheaper so we were … Incentivized Helpful? Samuel Robinson Director of Partnerships Chose PandaDoc PandaDoc is a less clunky user experience, not only on the signature process and review, but also on the document creation process. Incentivized Helpful? Phil Goldberg Attorney Chose PandaDoc PandaDoc is equal to DocuSign in every significant way except for its level of adoption; however, the pricing of PandaDoc is so much better that it's clearly the best choice for our firm. Incentivized Helpful? Verified User Anonymous Chose PandaDoc ease of use and simplicity for the customer experience Incentivized Helpful? Thad Eldredge Owner Chose PandaDoc I have just always used PandaDoc and really don't remember the other systems any longer. Incentivized Helpful? Verified User Anonymous Chose PandaDoc PandaDoc has a simple, integrated eSignature component, which is our primary reason for using it over its competitors. Incentivized Helpful? Verified User Anonymous Chose PandaDoc We used Dropbox back when it was still HelloSign. At the time, new templates were very hard to create. We had to upload a PDF and then add the fields from there. With PandaDoc, we are able to drag and drop the text, images, logos, and fields we need easily. This has saved our … Incentivized Helpful? Jason Frazell Founder Chose PandaDoc I found PandaDoc's ease of use to be the superior solution to all of the other software I tried. Incentivized Helpful? Verified User Anonymous Chose PandaDoc While great, HubSpot Sales Hub creates agreements and collectible payments but is not as UX/UI friendly as PandaDoc. Incentivized Helpful? Verified User Anonymous Chose PandaDoc PandaDoc and DocuSign are very similar in functionality and design, but I prefer to use PandaDoc's interface. It is so easy to use and I prefer PandaDoc's interface and UI. It feels a little cleaner and a little more professional to me when compared with DocuSign's interface … Incentivized Helpful? Verified User Anonymous Chose PandaDoc much better. The pricing structures worked a lot better than the other companies because we are a small clinic Incentivized Helpful? Steve Foster Vice President and CFO Chose PandaDoc PandaDoc provided similar features and functionality at a better price, but the "tipping point" was integrated e-signatures. Incentivized Helpful? Verified User Anonymous Chose PandaDoc To be able to block certain fields within templates and contracts, so that the commercial team can negotiate the rest and adapt them but cannot change those purely legal clauses that should not be negotiated or changed without the approval of the legal department. I also find … Incentivized Helpful? Chris Lee Managing Director Chose PandaDoc It was easier to set up and use than both of those products. Incentivized Helpful? Verified User Anonymous Chose PandaDoc We briefly used Proposify, and it had some nice options for creating more ascetically pleasing proposals and contracts. However, it was far more time-consuming, and any gain in asceticism did not outweigh the significant loss in efficiency, simplicity, and reliability of using … Incentivized Helpful? Jasen Herr General Manager Chose PandaDoc There is no comparison. PandaDoc is far superior to any others I've seen. That's why I moved my company over when I saw the were using docusign Incentivized Helpful? Daryl Smith Head of Growth - Real Estate Chose PandaDoc Conga was difficult to build template contracts and not as simple to set up templates, etc., for our sales contracts as Pandadoc has been (simple drag-and-drop in Pandadoc). The automation and integration between our Salesforce and Conga accounts were not working correctly, so … Incentivized Helpful? AM Ashley Mareko Partner and Director Chose PandaDoc We chose PandaDoc for its ease of use and tools that allow a professional feel. The convenience for our clients to review and sign agreements also helped us make the decision to go with PandaDoc. Incentivized Helpful? Daniel Bussius CEO (Chief Executive Officer) Chose PandaDoc PandaDoc is 1,000% better, hands down. Incentivized Helpful? Karina Alvarez Administrative Manager Chose PandaDoc We looked at DocuSign before PandaDocs, and while they are a well-known and good product, we felt their basic content was lacking compared to PandaDoc. We felt we got more bang for our buck, and the navigation seemed better. Plus, we get a dedicated rep with PandaDoc. Incentivized Helpful? Eric Jessen National HR Director Chose PandaDoc Better Incentivized Helpful? Verified User Anonymous Chose PandaDoc All very similar offerings. PandaDoc is one of the few that provided an approval workflow that we required. Incentivized Helpful? Verified User Anonymous Chose PandaDoc We still use Quickbooks for invoicing but are looking into other products that integrate with PD better than Quickbooks. That way we can quote and invoice from PD. Incentivized Helpful? GM Godson Michel President Chose PandaDoc I've used DocuSign as a recipient but not as a proposal-sending platform. Incentivized Helpful? Verified User Anonymous Chose PandaDoc I can't say I know enough about the credentials of either to comment. Incentivized Helpful?

Best Alternatives
	DialSource	PandaDoc
Small Businesses	Salesflare Score 6.0 out of 10	Foxit eSign Score 9.8 out of 10
Medium-sized Companies	Lead411 Score 9.1 out of 10	MSB Docs Score 9.4 out of 10
Enterprises	Dialpad Sell Score 9.5 out of 10	DocuSign Score 8.4 out of 10
All Alternatives	View all alternatives	View all alternatives

User Ratings
	DialSource	PandaDoc
Likelihood to Recommend	9.6 (0 ratings)	9.0 (0 ratings)
Likelihood to Renew	- (0 ratings)	9.1 (0 ratings)
Usability	- (0 ratings)	8.3 (0 ratings)
Availability	- (0 ratings)	9.1 (0 ratings)
Performance	- (0 ratings)	9.6 (0 ratings)
Support Rating	10.0 (0 ratings)	6.1 (0 ratings)
Implementation Rating	- (0 ratings)	6.3 (0 ratings)
Configurability	- (0 ratings)	2.8 (0 ratings)
Ease of integration	- (0 ratings)	9.0 (0 ratings)
Product Scalability	- (0 ratings)	8.6 (0 ratings)
Vendor post-sale	- (0 ratings)	9.7 (0 ratings)
Vendor pre-sale	- (0 ratings)	6.7 (0 ratings)

User Testimonials
	DialSource	PandaDoc
Likelihood to Recommend	A software that I highly recommend. We all managed to learn how to use it and in a short time we were already increasing the number of daily calls handled. Customers also increased and the performance of the agents increased by 100%, and that is why we did not change our call software. Incentivized Andres Pirela Loyo Director of Residential Sales Read full review	As an alternative to other electronic signature mechanisms, I can't recommend PandaDoc more highly. It works, plain and simple. It is less costly - by a lot - than most alternatives, stores signed documents online for easy access, is simple to use by both our staff and our clients, and makes our lives far easier. Incentivized Phil Goldberg Attorney Read full review
Pros	Helps with dialing pre-set client lists. Helps create a clear handoff between team members due to automated profile documentation. Incentivized Mark Coffman Senior Mortgage Loan Officer Read full review	PandaDoc allows our team to create and send detailed sales proposals and quotes with the use of their templates. The use of collaborative editing is also beneficial because our team is able to have multiple users edit and comment on documents simultaneously. Document tracking is useful because we are able to receive real-time notifications and updates on the proposal process. Incentivized Verified User Anonymous Read full review
Cons	I would like to see the inclusion of being able to not only record the call, but the transcript of the call, to have more control. Integrations with social networks and other channels would be very important to not depend on other software. It is not as intuitive and easy to use at first as I would like so that all employees can quickly start using it. Incentivized Andres Pirela Loyo Director of Residential Sales Read full review	I would like to see the ability to LOCK a field instead of locking an entire block or document. I would like to see more standard features that need to be part of the service instead of add-ons. Would like to see an option to allow different levels of users than just the two standard options. Incentivized Karina Alvarez Administrative Manager Read full review
Likelihood to Renew	No answers on this topic	We have been using it for a few years now and find it vital to getting our bids out quickly and accurately to our customers. We can get a request for information from a customer and once we have their basic parameters create a professional bid in minutes. It's actually usually harder to find out what the customer wants than to use PandaDoc and create a document with it Incentivized Bil Thompson C.O.O. / Project Leader Read full review
Usability	No answers on this topic	Once you get the hang of it, it's very easy to use. There can be a slightly steep learning curve to get fully in on the system. The new editor v2 has really improved usability and allows us to collaborate on documents simultaneously. Once the templates and library items are set up, a new document, whether it be a sales or HR document, takes very little time to complete. Incentivized CT Carl Thaisen Founder Read full review
Reliability and Availability	No answers on this topic	We haven't had any real issues regarding downtime as of yet. Incentivized Verified User Anonymous Read full review
Performance	No answers on this topic	As I mentioned earlier - performance is near perfect as I can create, send, adjust my documents. I love the tracking feature as well as I can tell when my documents have been seen and by whom. The only issue I have run into is with saving and formatting - occasionally the file document does not save with the newly assigned name or the content of the document does not stay formatted nicely. Incentivized JJ Joanne Jordan Business Development and Partnerships Officer Read full review
Support Rating	If I have an issue with the interface between Salesforce.com and Dialsource, usually the Support team is reaching out to me to let me know the connection between the two programs has been altered or disconnected before I even get a chance to realize it myself. Incentivized Mark Coffman Senior Mortgage Loan Officer Read full review	Recently I could not upload a pdf to a contract - support was very responsive and easy to work with. They got back to me the next day with an apparent fix - however when I opened the document nothing had changed. I then could not respond to the rep who was helping me because it was a "no-reply address", the problem still has not been solved and we had to make alternate arrangements to get this to the client. Never had it happen before and was only with this one contract. Incentivized MV Melissa Veinotte Registered Storage Designer Read full review
Implementation Rating	No answers on this topic	Implementation was before the time I was here at Riafox, however, support has been great in assisting to merge spaces and upgrade to 2.0 Editor. Incentivized LS Linda Stefani Operations Director Read full review
Alternatives Considered	DialSource Telephony is way better than the others: no delay, no static, clear consistent voice quality. Incentivized Rob Morris Director of Inside Sales Read full review	PandaDoc is a more polished, professional, and 'legitimate' software site than other solutions, since PandaDoc really specializes in creating professional proposals, quotes and invoices. The eSignature capacity and pricing table capacity embedded in the documents as well as fillable fields, pre-made, customizable and reusable templates also make PandaDoc stand out. Incentivized Verified User Anonymous Read full review
Scalability	No answers on this topic	I agree. We have created folders for multiple departments and have been successful with the usage. Incentivized LS Linda Stefani Operations Director Read full review
Return on Investment	Thanks to DialSource we have been able to improve the performance of our employees and serve more customers in less time. The staff has learned to efficiently use all channels of communication with customers and provide them with timely responses to their requests. Incentivized Cilia Flores Head of Community Read full review	We have greatly increased the efficiency in which we can get signatures from individuals for documents and increase productivity. We have been able to find older documents very easily. W-9 have been very difficult due to Section 3, but this was addressed with conditional logic Incentivized Verified User Anonymous Read full review
ScreenShots	DialSource Screenshots	PandaDoc Screenshots