PandaDoc vs. Revv

Overview
ProductRatingMost Used ByProduct SummaryStarting Price
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
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
PandaDocRevv
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
PandaDocRevv
Free Trial
YesYes
Free/Freemium Version
NoNo
Premium Consulting/Integration Services
NoNo
Entry-level Setup FeeOptionalOptional
Additional DetailsPandaDoc 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.Make your workplace insanely productive with our all-in-one document automation solution! Let's connect! We offer customized plans for your needs and business goals. 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
PandaDocRevv
Considered Both Products
PandaDoc
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 …
Chose PandaDoc
PandaDoc is a less clunky user experience, not only on the signature process and review, but also on the document creation process.
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.
Chose PandaDoc
ease of use and simplicity for the customer experience
Chose PandaDoc
PandaDoc has a simple, integrated eSignature component, which is our primary reason for using it over its competitors.
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 …
Chose PandaDoc
While great, HubSpot Sales Hub creates agreements and collectible payments but is not as UX/UI friendly as PandaDoc.
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 …
Chose PandaDoc
much better. The pricing structures worked a lot better than the other companies because we are a small clinic
Chose PandaDoc
PandaDoc provided similar features and functionality at a better price, but the "tipping point" was integrated e-signatures.
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 …
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 …
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
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 …
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.
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.
Chose PandaDoc
All very similar offerings. PandaDoc is one of the few that provided an approval workflow that we required.
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.
Chose PandaDoc
I can't say I know enough about the credentials of either to comment.
Revv
Chose Revv
Compared to excel or Sheets, this product provides so many more features, like tracking and other options to add like signature options.
Best Alternatives
PandaDocRevv
Small Businesses
Foxit eSign
Foxit eSign
Score 9.8 out of 10
Foxit eSign
Foxit eSign
Score 9.8 out of 10
Medium-sized Companies
MSB Docs
MSB Docs
Score 9.4 out of 10
MSB Docs
MSB Docs
Score 9.4 out of 10
Enterprises
DocuSign
DocuSign
Score 8.3 out of 10
DocuSign
DocuSign
Score 8.3 out of 10
All AlternativesView all alternativesView all alternatives
User Ratings
PandaDocRevv
Likelihood to Recommend
9.0
(0 ratings)
9.0
(0 ratings)
Likelihood to Renew
9.1
(0 ratings)
-
(0 ratings)
Usability
8.3
(0 ratings)
-
(0 ratings)
Availability
9.1
(0 ratings)
-
(0 ratings)
Performance
9.6
(0 ratings)
-
(0 ratings)
Support Rating
6.1
(0 ratings)
-
(0 ratings)
Implementation Rating
6.3
(0 ratings)
-
(0 ratings)
Configurability
2.8
(0 ratings)
-
(0 ratings)
Ease of integration
9.0
(0 ratings)
-
(0 ratings)
Product Scalability
8.6
(0 ratings)
-
(0 ratings)
Vendor post-sale
9.7
(0 ratings)
-
(0 ratings)
Vendor pre-sale
6.7
(0 ratings)
-
(0 ratings)
User Testimonials
PandaDocRevv
Likelihood to Recommend
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.
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[Revv] is great in providing a template for sales documents for a team. Particularly proposals.
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Pros
  • 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.
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  • Creating templates for sales documents
  • Allows ability to see when client has opened up document
  • Ability to give client access to document through several methods
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Cons
  • 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.
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  • It is not intuitive as far as creating a new document from a previously created template
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Likelihood to Renew
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
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No answers on this topic
Usability
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.
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No answers on this topic
Reliability and Availability
We haven't had any real issues regarding downtime as of yet.
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No answers on this topic
Performance
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.
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No answers on this topic
Support Rating
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.
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No answers on this topic
Implementation Rating
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.
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No answers on this topic
Alternatives Considered
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.
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Compared to excel or Sheets, this product provides so many more features, like tracking and other options to add like signature options.
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Scalability
I agree. We have created folders for multiple departments and have been successful with the usage.
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No answers on this topic
Return on Investment
  • 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
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  • It has saved the sales team time from having to create a proposal for each client.
Read full review
ScreenShots

PandaDoc Screenshots

Screenshot of some of the custom-designed themes, templates, embedded rich media, and interactivity to give every deal the opportunity to get noticed.Screenshot of automatic notifications, on-the-fly editing, CRM Integrations, and integrated eSignatures.Screenshot of reporting, with drill down to the deal level with proposals, to pick which deals to include (or exclude).Screenshot of legally binding eSignaturesScreenshot of centralized communications to streamline the negotiation process, and make revisions in real-time in a single location.Screenshot of document analytics that display what’s really happening after documents are sent with real-time reporting on engagement and activity on the documents. This enables teams to respond faster to prospects.

Revv Screenshots

Screenshot of ELECTRONIC SIGNATURES - Add signature blocks and signer details to request eSignatures on your documents. Recipients get notified via email to fill and sign documents from their mobile or desktop.Screenshot of FASTER & EASY COLLABORATION - Have threaded conversations with all stakeholders on the document itself. Annotate text and add private comments for teammates. Switch to public notes to share with recipients. You can even add attachments with every note.Screenshot of TRACK DOCUMENT ACTIVITY - All actions taken on the document get recorded along with a timestamp. Keep a track of how recipients are interacting with your documents - who opened the email, who viewed the document, and who signed it.Screenshot of EASY SHARING - Multiple choices to share documents online via email, magic links (for live view of documents), snap links, and web forms.Screenshot of READY-TO-USE TEMPLATES - Get access to thousands of legally vetted, pre-formatted, and beautiful templates for every business need.Screenshot of RICH EDITOR - Creating professional-looking documents is easy with the drag & drop editor. Add text, images, tables, page breaks, signature blocks, and more. Personalize further with rich formatting options, customizable cover page themes, & backgrounds.