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
Revv
Score 9.0 out of 10
N/A
Revv, an eSignature solution, supports document automation and workflows. Revv enables users to create documents from a template library or upload and send external WORD/PDF…
N/A
Pricing
PandaDoc
Revv
Editions & Modules
Starter
$35
per month per seat
Business
$65
per month per seat
Enterprise
Contact Sales
No answers on this topic
Offerings
Pricing Offerings
PandaDoc
Revv
Free Trial
Yes
Yes
Free/Freemium Version
No
No
Premium Consulting/Integration Services
No
No
Entry-level Setup Fee
Optional
Optional
Additional Details
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.
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POWERFUL TEMPLATE COMPOSER: Create your own template, or convert a Word document into a powerful form template to fill, share, and sign
SIMPLIFY DATA COLLECTION: Use forms to collect information, images, and other assets from vendors, partners, customers, employees, and more
FLEXIBLE FORM FILLS: Automate form fill and document generation, allow recipients to review and fill data, extract filled data for downstream workflows
PUBLISH FORMS ONLINE: Share or publish form URLs, gather customer information, registrations, and applications at scale
ACTIVITY TRACKING: Get real-time activity on email and chat (Slack, Google) notifications when documents are opened and signed
KANBAN DASHBOARD: Set document stages and jobs to be done, track document lifecycle in a Kanban dashboard
TAMPER PROOF ESIGNATURE: ESIGN Act & UETA compliant eSignatures with Bank-grade security, protected by Public Key Infrastructure (PKI)
MULTIPLE CONSENT OPTIONS: Support for clickwrap, electronic signatures, and video consent, choose the best option for your business process
AUTOMATE SENDER-SIDE SIGN: Authorize once and automate sender-side signatures when signing documents in bulk. Revoke consent anytime to prevent misuse
CUSTOM BRANDING: Customize the eSign emails with your logo, text, language, and domain to personalize the eSign experience
TEXT THE ESIGN LINK: Send the link to sign document over email and text message, add flexibility for your document recipients
TWO-FACTOR AUTHENTICATION: Add a verification and assurance layer by sharing a PIN/password over text message, secure your eSign process
DATA STUDIO: Easily setup relationship between your Salesforce, HubSpot fields or Spreadsheet columns and form fields, transform data as it moves from one system to another
BULK SEND: Send thousands of documents in one go for eSign. Use spreadhseets, Zapier, and our APIs to select, fill, and schedule documents delivery
DOCUMENT LIFECYCLE: Define the document lifecycle stages (lanes), configure the lane transitions, and select pre-defined tasks completed in each lane
DOCUMENT EXPORT: Setup automatic document export to Salesforce, Hubspot and other CRMs, or storage such as Box once the document is signed. Store along the evidence summary, attachments, and metadata
SCHEDULE REMINDERS: Configure reminders for document actions such as eSign & approval. Send reminder notifications over email, SMS, or chat
ROBUST APIs: Use our rich and robust APIs to trigger document creation from your system of records. Collect signed documents, document status, and metadata back
JOBS TO BE DONE: Define tasks and actions (such as email notifications) for each stage of a document. Define separate stages and tasks for each template as needed
DOCUMENT APPROVALS: Configure serial or parallel approvals, define approval groups. Set up alerts via email, SMS, or chat, and track using the Kanban Dashboard
AUTOMATED APPROVALS: Configure approvals for specific field values and selections. Pre-define approval guidelines to reduce unnecessary document flow
SOC2 COMPLIANCE: Our app and infrastructure is SOC2 certified. We follow the highest standards for industry practices to keep our customer data safe and secure
SINGLE SIGN-ON (SSO): OAuth and SAML2.0 support for one login access between your business apps and Revv. Use Revv seamlessly within your enterprise environment
CERTIFIED ELECTRONIC SIGNATURES: Electronic signatures are certified using the Public Key Infrastructure (PKI) for tamper-proof documents to comply with eSignature laws worldwide
BEST AND TOP-RATED SUPPORT: Round the clock support over email, chat, phone, and Zoom. We are consistently rated high on G2 and Capterra for our support
DEDICATED ACCOUNT MANAGER: Go-live superfast with our dedicated onboarding and implementation team. Get a designated account manager for all your queries and reports
PERFORMANCE REPORTS: Custom reports designed for your business to measure impact and team performance
More Pricing Information
Community Pulse
PandaDoc
Revv
Considered Both Products
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 …
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.
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 …
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 …
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 …
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 …
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 …
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.
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.
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.
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.
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
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.
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.
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.
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.