Compare PandaDoc vs. FreshBooks

The perfect Accounting Software is a product that can deal with your company’s specific demands. It is possible to identify which option is best suited for your enterprise if you review numerous products before you decide which one is the best. For instance, FreshBooks and PandaDoc are scored at 9.8 and 9.2, respectively, for total quality and performance. Likewise, FreshBooks and PandaDoc have a user satisfaction rating of 99% and 95%, respectively, which shows the general satisfaction they get from customers. Moreover, reach put to a regular customer of the software and ask for their opinion regarding the application in question. As of now, the most popular products in our Accounting Software category are: Zoho Books, FreshBooks, Xero.
Product

PandaDoc

VS

FreshBooks

VS

PandaDoc screenshot FreshBooks screenshot
Pricing Details

Our Score

Our Score

9.2 ?

Our Score

9.8 ?

Client Satisfaction

Client Satisfaction

Client Satisfaction

95% ?

Client Satisfaction

99% ?

Price

Price

$19

$15

Price Scheme

Price Scheme

Annual Subscription Monthly payment | Annual Subscription
Detailed Review

Detailed Review

Product Info

Product Info

PadnaDoc is the winner of Expert's Choice Award. It's a feature-rich online document management and collaboration solution for professionals, SMBs and enterprises.
FreshBooks is the winner of our 2017 Best Accounting Software Award. It is a great cloud accounting app for small business that makes billing easy and effective.
Easy Links
Contact Phone

Contact Phone

+1-415-670-9712 +1-866-303-6061
Languages Supported

Languages Supported

English English, China, Germany, India, Japan, Spain, France, Russia, Italy, Dutch, Portugal, Polish, Turkish, Swedish
Client Types

Client Types

Small Business | Large Enterprises | Medium Business | Freelancers Small Business | Freelancers
Available Integrations

Available Integrations

PandaDoc offers integration with the following business systems and applications:

  • Salesforce
  • bmp’online
  • HubSpot CRM
  • Microsoft Dynamics CRM
  • Pipedrive
  • SugarCRM
  • Insightly
  • Prosperworks
  • SalesforceIQ
  • Zoho
  • Nimble
  • Capsule
  • Nutshell
  • Xero
  • Stripe
  • Zendesk
  • Box
  • DropBox
  • Google apps

FreshBooks integrates with the following business systems and applications:

  • Google Apps for Work
  • Gusto
  • OneSaas
  • Shopify
  • Stripe
  • Capsule
  • Acuity Scheduling
  • Partial.ly
  • hurdlr
  • You don’t need a CRM!
  • Yalla
  • 123 Form Builder
  • Revamp CRM
  • EazyBI
  • FUNDBOX
  • Zapier
  • HubSpot
  • Braintree
  • Solve
  • Zendesk
  • LiveChat
  • Automatic
  • MileIQ
  • ReceiptBank
  • Xpenditure
  • Wufoo
  • MailChimp
  • Authorize.net
  • PayPal
  • PAYMENTEVOLUTION
  • Basecamp
  • Citrix Podio
  • Bidsketch
  • Proposify
  • Blacktimer
  • Chrometa
  • ChronoMate
  • Hours
  • toggl
  • Avalara TrustFile
  • RightSignature
Pricing Info

Pricing Info

PandaDoc provides three pricing plans for companies of different sizes. You can check out their free trial version or request a free demo.

Professional (for solo users) – $19 per month/user (billed annually)

  • Up to 5 templates
  • Unlimited docs & eSignatures
  • Document analytics
  • Document builder and editor
  • Custom branding
  • Pricing tables and product catalogs
  • Email support

Business (for SMBs) – $39 per month/user (billed annually)

  • Unlimited templates
  • Unlimited docs & eSignatures
  • Document analytics
  • Document builder and editor
  • Custom branding
  • Pricing tables and product catalogs
  • Email support
  • Phone support
  • Integrations with CRMs and other tools
  • Content library
  • Manager approval workflow
  • Document expiration settings
  • Auto reminders
  • Content conversion assistance*
  • Grand total

Enterprise (for large companies) – By quote

  • Unlimited templates
  • Unlimited docs & eSignatures
  • Document analytics
  • Document builder and editor
  • Custom branding
  • Pricing tables and product catalogs
  • Email support
  • Phone support
  • Integrations with CRMs and other tools
  • Content library
  • Manager approval workflow
  • Document expiration settings
  • Auto reminders
  • Content conversion assistance*
  • Grand total
  • Multiple teams and workspaces
  • Custom roles and granular permissions
  • Content locking
  • Access to PandaDoc API, SDK & webhooks
  • Document embedding option
  • Custom integrations
  • Content usage reporting
  • Premium support
  • Private team training sessions (optional)

FreshBooks offers a flexible SMB and enterprise pricing scheme where plans are tailored to suit the needs of every business or small accounting team. What is more, the company offers a 30-day free trial where you can examine the features prior to choosing the most suitable plan. The difference between plans depends on the number of active clients you intend to bill, while functionalities remain the same allowing you to:

  • Customize and send unlimited invoices
  • Invoice status tracking and updates
  • Automatic late payment reminders and fees
  • Easily accept online credit card payments
  • Easily add and categorize expenses
  • Track your time by project and clients
  • Clear and simple reports and dashboards
  • Work on any device – computer, tablet or mobile
  • Data that’s 100% secured and automatically backed up

These are the pricing details for each available plan:

Lite – $15/month

  • Bill up to 5 active clients

Plus – $25/month

  • Bill up to 50 active clients

Premium – $50/month

  • Bill up to 500 active clients

Note that the company also offers discounts for annual payment.

Company Email

Company Email

info@pandadoc.com info@freshbooks.com
List of Features

List of Features

PandaDoc FEATURES

  • Configure, Price, Quote (CPQ)
  • Cost & Margin Calculation
  • Contract Lifecycle Management
  • Electronic Signatures
  • Payments
  • Multiple Workspaces
  • Roles Management
  • User mManagement
  • Content & Image Libraries
  • Content Locking
  • Branding
  • Approvals
  • Audit Trail
  • Document Builder
  • Document Analytics
  • Document Themes
  • Document Access Code
  • Document Forwarding
  • Document Sender Selection
  • Document Auto Numbering
  • Auto Reminders
  • Expiration
  • Template Embedding
  • Webhooks

FreshBooks FEATURES

Online Invoicing
  • Customizing your invoice
  • Tracking Invoice Views
  • Puting Business on Auto-Pilot
  • Getting paid with deposits
  • Getting paid with credit cards
  • Customizing due dates
  • Quick discounts
  • Estimates
  • Online Payments
  • Late Payment Fees
  • Recurring Invoices & Auto Payment
  • Multi Currency & Multi Language
  • Client Portal
  • Late Payment Reminders
  • Sales Taxes
  • Client Credit
  • Track Offline Payments
  • Send Emails or Snail Mail
  • Automated Tax Circulations
  • Invoice Previews
  • Knowing when the customer has seen the invoice
Expense Tracking
  • Automatic expense import
  • Snaps
  • Tracking spending per project
  • Remember vendors
  • Tax friendly categories
  • Easy-to-read categorization
  • Attach receipts (PDF or Image)
  • Expense Report Filters
  • File import
  • Recurring Expenses
  • Assign & Rebill Expenses
Time Tracking
  • Timer
  • Team timesheets
  • Clear breakdown of the day
  • Tracking against clients and projects
  • Detailed Time entry notes
  • Automated bills for tracked hours per project
  • Project Managers
  • Track Unbilled Time
  • Different Rates for each Project
  • Generate Invoices
Projects
  • Sharing images and files
  • Collaborating with clients, contractors, and employees
  • Project due dates
  • Centralized conversations
  • Current Project overviews
Payments
  • MasterCard, Visa, and American Express
  • Quick bank deposits
  • Automatically recorded payments
  • Fees recorded as expenses
  • Single-click setup
  • Safe & secure
  • Simple payment experience
Accounting Reports & Taxes
  • Accounts Aging
  • Profit & Loss
  • Balance Sheet
  • Expense Reports
  • Item Sales
  • Sales Tax
  • Export to CSV or Excel
  • Invoice Details Reports
  • Accounts Aging Reports
  • Filters for report customization
  • Summary of outstanding revenue
  • Clear spending breakdowns
OS Supported

OS Supported

Windows
Android
iPhone/iPad
Mac
Web-based
Windows
Android
iPhone/iPad
Mac
Web-based
Contact Address

Contact Address

565 Commercial St
2nd Floor
San Francisco, CA 94111
35 Golden Avenue, Suite 105
Toronto, ON M6R 2J5
Canada
Prominent Clients

Prominent Clients

Konica Minolta, Cirque Du Soleil, Tata Steel Chocosol, Giant Robot Engine, InfluAds, Mimic Interactive
Types of Support

Types of Support

Phone Live Support
Training
Phone Live Support
Ticket Training
Pricing Details

Pricing Details

Learn more about PandaDoc pricing Learn more about FreshBooks pricing
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Popular Alternatives

Popular Alternatives

QUICK LINKS

QUICK LINKS

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All the data, details and reviews that we shared in this analysis were collected from official vendor sites, promotional content available online, actual experience from real clients as well as our individual hands-on use of each software by a professional reviewer. We pay a lot of attention to extensively study every product, therefore we not only examine it internally, but we also match our results with views of other users from the SaaS community.