PandaDoc
Pricing Model
Pricing Model
Free
Monthly payment
One-time payment
Annual Subscription
Quote-based
List of Features
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
Pricing Info
PandaDoc offers three paid packages for eSigning and document automation starting at $19 per month per user. All paid plans include unlimited documents and eSignatures. Start your evaluation with a free 14-day trial, or schedule a demo and talk to our sales team to find the best pricing solution for your team.
Essentials
– from $19 per month/user:
- 2 seats max
- Payments
- Templates
- Rich media drag-and-drop document editor
- Pricing tables
- Document analytics
Business
– from $49 per month/user. All the Essentials plan features plus:
- CRM and Zapier integrations
- Content library
- Custom branding
- Approval workflows
- Forms
- Bulk send
Enterprise
– Contact sales to request a quote. All the Business plan features plus:
- SSO support and custom user roles
- Unlimited number of team workspaces
- Salesforce integration
- User performance and content reporting
- API
Integrations
Integrations
PandaDoc offers integration with the following business systems and applications:
CRM
- Salesforce (including Lightning)
- HubSpot
- Pipedrive
- Microsoft Dynamics
- SugarCRM
- Insightly
- Copper (Prosperworks)
- Zoho
- Nimble
- Nutshell
- Salesmate
- Zendesk Sell
- Freshsales
- Pipeliner CRM
Cloud storage
- Box
- DropBox
- Google Drive
- Microsoft OneDrive (with Zapier)
Payment gateways
- PayPal
- Stripe
- QuickBooks Payments
- Square
- Authorize.Net
- FreshBooks New (with Zapier)
- QuickBooks Online (with Zapier)
SSO
- Okta
- OneLogin
- Microsoft Active Directory
- Google Identity Platform
Integration platforms
- Zapier
- Integromat
Other
- Canva
- Microsoft Word
- Gmail
- Slack (with Zapier)
- Google Sheets (with Zapier)
Languages Supported
English
Chinese
German
Hindi
Japanese
Spanish
French
Russian
Italian
Dutch
Portugese
Polish
Turkish
Swedish
Arabic
Prominent Clients
Konica Minolta, Cirque Du Soleil, Tata Steel
Available Devices
Windows
Linux
Android
iPhone/iPad
Mac
Web-based
Windows Mobile
Company Size
Small Business
Large Enterprises
Medium Business
Freelancers
Available Support
phone
live support
training
tickets
General Info
This cloud-based document management application fully supports paperless operations. It offers standard and advanced features such as document building, file-sharing, multiple document format support (PDF, Word Documents, etc.), and more. It is also equipped with electronic signature technology.
Company Email
info@pandadoc.com
Company's Address
565 Commercial St
2nd Floor
San Francisco, CA 94111
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Pricing Model
Free
Monthly payment
One-time payment
Annual Subscription
Quote-based
List of Features
- Complete and easy contact management
- Efficient sales management
- Track bids, deals, proposals and other opportunities
- Dashboard opportunities overview
- Adding milestones
- Linking milestones with a success factor
- Includes a standard set of milestones
- Easy to-do list and calendar management
- Easy customization of information categories to fit your business
- Secure access of your account from anywhere
- Easy sharing of contacts with co-workers to assure the entire team has a single up-to-date view of the contact
- Tracking of all email communications into Capsule
- Quick document management, making it easy to attach documents and other files
- Integration of contacts from Outlook, Gmail, vCard, spreadsheets and any CSV file
- Easy creation and analysis of reports
- Customization of the sales milestones and process
- Management groups of contacts with lists using tags
- Easy addition of notes and other information about the contact
- Serious data security
- Controlled access
- Multiple backup
- One master copy of your data on secure servers
- Automatic upgrades
- Compatible with Windows, Mac, or Linux
- Brand your Capsule account using your colors and logo
Pricing Info
Capsule offers a flexible, pay-as-you go service. There are four paid plans offered and a free version. All paid plans offer a free 14-day trial:
Free
- Up to 2 users
- 10MB storage
- 250 contacts
Starter –
$18 per user/month
- 14-day free trial
- 10GB storage per user
- 30,000 contacts
- 1 Sales Pipeline
- 1 Project Board
- 50 Custom Fields
- 5 Email Templates
- 1 Shared Mailbox
- 10 AI Content Assists
- Unlimited Sales Opportunities, Projects & Tracks
- Activity reporting
- Key integrations including Microsoft 365, Google, Xero, QuickBooks, Mailchimp, Zapier & many more
Growth
–
$36 per user/month
Everything in Starter, plus:
- 14-day free trial
- 20GB storage per user
- 60,000 contacts
- 5 Sales Pipelines
- Workflow Automation
- 5 Project Boards
- 50 Email Templates
- 150 Custom Fields
- 3 Shared Mailboxes
- 1000 AI Content Assists
- Important Fields
- User Roles & Permissions
- Activity reporting & custom activity types
- Advanced Sales Reporting
- Reporting by team
- Sales forecasting
- Custom reports with Google Looker Studio
Advanced
– $54 per user/month
Everything in Growth, plus:
- 120,000 Contacts
- 30GB Storage per User
- 500 Email Templates
- 50 Sales Pipelines
- 50 Project Boards
- 300 Custom Fields
- 5 Shared Mailboxes
Ultimate
– $72 per user/month
- 240,000 Contacts
- 50GB Storage per User
- 100 Sales Pipelines
- 100 Project Boards
- Unlimited Custom Fields
- 1000 Email Templates
- 10 Shared Mailboxes
- Implementation Support
- Import Assistance
- Custom Training
- Dedicated Account Manager
- Ongoing Priority Support
Integrations
Official Mobile App
- Capsule Mobile
Contacts
- Google Contacts
Contracts & proposals
- FormStack
- NiftyQuoter
- Quotient
- Tidy Build
- Better Proposals
Customer Success
- Akita
Marketing & Email Marketing
- Transpond
- MailChimp
- Leadinfo
Google integrations
- Gmail
- Google Calendar
- Google Contacts
- Google Data Studio Connector
- Google Workspace SSO
Help desk
- Zendesk
- Help Scout
- Enchant
Integration platforms
- Zapier
- Flow XO
- Cyclr
- LeadsBridge
- ZapUp
- Make
- Zoho Flow
- Integrately
Inventory management
- Cin7
- DEAR Systems
Invoicing & Accounting
- QuickBooks Online
- Xero
- KashFlow
- FreeAgent
- FreshBooks
- Sage Business Cloud Accounting (UK)
- Paycove
Job & time tracking
- Toggl
- Clockify
- Tidy Work
Migration services
- Trujay
Office Management
- Office R&D
Project Management
- Tidy Enterprise
Telephone & VoIP
- Kixie
- Invoco
- CircleLoop
- Yay
- SwitchboardFree
Website chat
- Reve
- Userlike
Website forms
- Wufoo Forms
- Ninjaforms
- Gravity Forms
Want to develop your own integration?
Capsule’s RESTful API can be used by developers to create clever add-ons or to integrate Capsule with other applications.
Languages Supported
English
Chinese
German
Hindi
Japanese
Spanish
French
Russian
Italian
Dutch
Portugese
Polish
Turkish
Swedish
Arabic
Prominent Clients
None indicated
Available Devices
Windows
Linux
Android
iPhone/iPad
Mac
Web-based
Windows Mobile
Company Size
Small Business
Large Enterprises
Medium Business
Freelancers
Available Support
phone
live support
training
tickets
General Info
An easy web-based CRM to help small businesses manage their business relationships with clients, vendors leads and other contacts.
Company Email
support@capsulecrm.com
Company's Address
None indicated
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The solutions compared on this page are merely a small sample of our entire Sales Tools category and you should keep in mind that there might be better services available. If you would like to guarantee you make the best possible choice for your company we strongly suggest that you test more products first. You may also want to study our top 10 Sales Tools ranking to find out which apps are at the moment the highest-ranking ones and leaders in the market.
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