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Compare PandaDoc vs Asset Vantage

What is better PandaDoc or Asset Vantage? If you’re getting a hard time picking the right Accounting Software product for your needs, we suggest that you do a comparison of the available software and find out which solution offers more benefits. In particular, here you can assess PandaDoc (overall score: 9.2; user rating: 95%) vs. Asset Vantage (overall score: 8.0; user rating: 100%) for their overall performance.

You can even see which one provides more tools that you need or which has more flexible pricing plans for your current situation. Working with a clear table to match their features will significantly increase the chances of finding the appropriate product for your company. Look closely at other areas of the software such as intuitiveness, flexibility, scalability, and pricing options.

Our experts made sure to prepare reviews of all popular Document Management Software solutions available on the market, but among them these three deserved our special attention: PandaDoc, eFileCabinet, Backlog.

SmartScore™

OUR SCORE 9.2

User Satisfaction

CUSTOMER EXPERIENCE 95%

Pricing

Starting from $9

Pricing Model

Free

Monthly payment

One-time payment

Annual Subscription

Quote-based

List of 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

Pricing Info

PandaDoc provides 3 pricing plans for companies of different sizes with 24/7 email and chat support on all plans. You can check out their free trial version or request a free demo.

 

Individual (for single users only)
From $9 per month/user

  • Legally binding eSignatures
  • Up to 5 documents sent per month
  • Rich media drag and drop document editor
  • 400+ professionally designed templates
  • Real-time tracking and notifications

Business 

(for small teams)

From $49 per month/user

All the Individual plan features plus:

  • Unlimited number of templates and sent documents
  • CRM integration for HubSpot, Pipedrive and more
  • Content library
  • Custom branding
  • eSigning and approval workflows


Enterprise 

(for larger teams)
Request a quote

All the Business plan features plus:

  • Single sign-on (SSO) support
  • Custom user roles
  • Salesforce and Zapier integrations
  • Unlimited number of team workspaces
  • Content analytics and reporting

Can’t find what you need? Explore the PandaDoc API pricing.

Languages Supported

English

Chinese

German

Hindi

Japanese

Spanish

French

Russian

Italian

Dutch

Portugese

Polish

Turkish

Swedish

Prominent Clients

Konica Minolta, Cirque Du Soleil, Tata Steel

Integrations

PandaDoc offers integration with the following business systems and applications:

 

CRM

  • Salesforce (including Lightning)
  • HubSpot CRM
  • Pipedrive
  • Microsoft Dynamics CRM
  • SugarCRM
  • Insightly
  • Copper (Prosperworks)
  • Zoho
  • Nimble
  • Nutshell

Cloud storage

  • Box
  • DropBox
  • Google Drive

Payment gateways

  • PayPal
  • Stripe
  • QuickBooks Payments
  • Square
  • Authorize.Net

Accounting

  • QuickBooks (with Zapier)

SSO

  • Okta
  • OneLogin
  • Microsoft Active Directory
  • Google Identity Platform

Other

  • Zapier

Available Devices

Windows

Linux

Android

iPhone/iPad

Mac

Web-based

Windows Mobile

Company Size

Small Business

Large Enterprises

Medium Business

Freelancers

Available Support

email

phone

live support

training

tickets

General 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.

Company Email

info@pandadoc.com

Contact No.

Company's Address

565 Commercial St
2nd Floor
San Francisco, CA 94111

NOAWARDS
YET

SmartScore™

OUR SCORE 8.0

User Satisfaction

CUSTOMER EXPERIENCE 100%

Pricing

By quote

Pricing Model

Free

Monthly payment

One-time payment

Annual Subscription

Quote-based

List of Features

  • Financial data aggregation
  • Portfolio performance
  • General ledger
  • Document management systems
  • Bank feeds
  • Market feeds

Pricing Info

Asset Vantage offers three enterprise pricing packages that are dependent on the size and nature of your organization. The cost of each package varies for single-family offices, multi-family offices, and accounting firms. Contact Asset Vantage for a quote on these packages.

A paid trial is available at $499/month.

Languages Supported

English

Chinese

German

Hindi

Japanese

Spanish

French

Russian

Italian

Dutch

Portugese

Polish

Turkish

Swedish

Prominent Clients

Integrations

Asset Vantage supports integration with various software and systems. For information, you can get in touch with Asset Vantage.

Available Devices

Windows

Linux

Android

iPhone/iPad

Mac

Web-based

Windows Mobile

Company Size

Small Business

Large Enterprises

Medium Business

Freelancers

Available Support

email

phone

live support

training

tickets

General Info

Asset Vantage is a financial reporting software that seeks to provide support to family offices and trusted wealth custodians.

Company Email

Contact No.

Company's Address

Asset Vantage
One Dock Street Suite 201
Stamford, CT 06902
USA

Popular Alternatives

Product Name
Score

When you pick a solution that you are sure will work best for your company you shouldn’t only limit yourself to what experts have to say about it. In many cases individual experience with the solution may change, depending on your own preferences and needs. This is why in our reviews we also provide our User Satisfaction Rating for each service to give you an immediate overview of how actual users of PandaDoc and Asset Vantage rate their experience with the solution. Our algorithm is built around advanced analysis of product mentions on other websites, social media as well as blogs, so you are going to get a complete and reliable picture of what other customers think about every product. In this example PandaDoc has a total satisfaction rating at 95% while for Asset Vantage 100% of people express they had an enjoyable experience with it.

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