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Compare PandaDoc vs Clarizen

What is better PandaDoc or Clarizen? If you’re getting a difficult time picking the right Collaboration Software product for your company, we suggest that you compare the available software and find out which solution offers more advantages. For example, here you can compare PandaDoc (overall score: 9.2; user rating: 95%) vs. Clarizen (overall score: 9.1; user rating: 100%) for their overall performance.

You can also see which one provides more tools that you need or which has better pricing plans for your current situation. Using a clear table to match their features will significantly improve the likelihood of finding the right product for your company. Take a closer look at other areas of the software such as intuitiveness, flexibility, scalability, and pricing terms.

Those of you who are pressed for time or could use a Document Management Software suggestion from our experts may want to investigate these top choices for this year: eFileCabinet, PandaDoc, 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 4 pricing plans for companies of different sizes. You can check out their free trial version or request a free demo.

 

 

Individual (promo for new users only)

$9 per month/user

  • eSignatures
  • Unlimited Templates
  • Real-time Tracking
  • Payments
  • Send up to 60 docs per year
  • 2 users max

eSignature Team

  • Unlimited eSignatures
  • Unlimited Documents and Templates
  • 24/7 Live Chat Support
  • 1 Workspace
  • 5 Users Min.
  • Personalized Branding

Business

$49 per month/user

  • Unlimited Documents & Templates
  • Unlimited eSignatures
  • Approval Workflows
  • Payments
  • Content Library
  • 1 Workspace
  • Standard Integrations
  • Personalized Branding
  • 24/7 Live Chat Support


Enterprise (for large companies)

Request a quote

  • Unlimited Templates & Documents
  • Unlimited eSignatures
  • Conditional Approvals
  • Payments
  • Content Library
  • Unlimited Workspaces
  • Premium Integrations
  • Content Locking
  • Custom Roles and SSO
  • Advanced Reporting
  • Personalized Branding
  • 24/7 Live Chat Support

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
  • HubSpot CRM
  • Pipedrive
  • bmp’online
  • Microsoft Dynamics CRM
  • SugarCRM
  • Insightly
  • Prosperworks
  • SalesforceIQ
  • Zoho
  • Nimble
  • Capsule
  • Nutshell

Cloud storage

  • Box
  • DropBox
  • Google Drive

Payment gateways

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

Accounting

  • Xero
  • QuickBooks (with Zapier)

SSO

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

Other

  • Zapier
  • ZebDesk

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

SmartScore™

OUR SCORE 9.1

User Satisfaction

CUSTOMER EXPERIENCE 100%

Pricing

By quote

Pricing Model

Free

Monthly payment

One-time payment

Annual Subscription

Quote-based

List of Features

  • Collaborative Planning
  • Task Management
  • Issue Tracking
  • Project Portfolio Management
  • Salesforce Integration
  • Personal Calendars
  • Billable & Non Billable Work Items
  • Project Percentage Completion Reporting
  • Real Time Team Updates
  • Expenses
  • Project Scheduling, Gantt Chart
  • Time Tracking
  • Budget Tracking
  • Resource Management
  • Mobile App for iPhone and Android
  • Project Hierarchy
  • Role & Assignment Per Project
  • Templates
  • Document Sharing
  • Financial Indicators
  • Version Control
  • Document Management
  • Risk Management
  • File Sharing
  • Scheduling
  • Professional Services Management
  • Issue Tracking
  • Workforce Management
  • Executive Dashboards
  • Knowledge Management
  • Methodology
  • Template customization
  • Multi-currency
  • Multi-language
  • Custom fields
  • Data import/export to MS projects

Pricing Info

Clarizen offers a free 30-day trial to test out its features and offerings in your workflow. After the trial period, you may choose among these two options:

Enterprise Edition – By quote

  • 150 Custom Fields
  • 15 Rollup Summary Fields
  • 10 Relation Summary
  • 200 Business Rules
  • 100 Custom Actions
  • 15 Clarizen Panels
  • 50 Scheduled Components (Reports, Dashboards, Workflows)
  • 10 Global Mailboxes
  • Unlimited Entry Specific Mailboxes
  • 200 InterAct Rules
  • 2000 Emails for Support Mailboxes per Day
  • 1000 Emails to Global and Entity Mailboxes per Day
  • 1 GB Storage per Paid Seat

Unlimited Edition – By quote

  • 4000 Custom Fields
  • 80 Rollup Summary Fields
  • 15 Relation Summary
  • 400 Business Rules
  • 300 Custom Actions
  • 100 Clarizen Panels
  • Up to 120/day Scheduled Components (Reports, Dashboards, Workflows)
  • 10 Global Mailboxes
  • Unlimited Entry Specific Mailboxes
  • 1000 InterAct Rules
  • 7000 Emails for Support Mailboxes per Day
  • 5000 Emails to Global and Entity Mailboxes per Day
  • Unlimited Storage per Paid Seat

Aside from these varied thresholds, both options include the same features in their offerings. The pricing information is only available upon quote request to tailor solutions that fit with your organization’s needs. There are also 4 license types to choose from under categories such as Full, Team Member, Time & Expense, and Social.

Languages Supported

English

Chinese

German

Hindi

Japanese

Spanish

French

Russian

Italian

Dutch

Portugese

Polish

Turkish

Swedish

Prominent Clients

Mazda, Cisco, Disney, EA, Fed Ex, HP, Western Union, Zendesk

Integrations

Clarizen provides numerous out-of-the-box integrations with a multitude of mission-critical systems/processes. The comprehensive list includes Microsoft Project, Excel, Outlook, Lotus Notes, Google Docs, Box.com, JIRA, Intacct, Team System (for engineering), TestStuff, Salesforce.com, iCal, iPhone, Android, Intuit Quickbooks, Browsers (toolbars and apps), and Mulesoft SSO tools (OneLogin, Okta, SiteMinder, ADFS, PingIdentity).

Additionally, Clarizen’s open API (supporting both REST and SOAP), and MuleSoft connector can be used to integrate with other ALM tools. The robust API and email engine allows fast integration to fit within and add value to existing enterprise ecosystems. Clarizen’s Apps Marketplace also provides additional apps and integrations for the different segments and use cases, and pre-built project request forms and automatic processes that can be used as Auto-assign task managers. Clarizen says it is continuously working on improving existing integrations as well as adding new ones.

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

Clarizen is a social collaboration and robust project management software that helps companies to build high-performance teams and achieve operational excellence.

Company Email

sales@clarizen.com

Contact No.

Company's Address

2655 Campus Drive Suite 150
San Mateo, CA 94403
United States

In case you continue having doubts about which app will work best for your company it might be a good idea to investigate each service’s social metrics. Such metrics are frequently a way to see how popular each software is and how wide is its online presence. For instance, in case of Facebook PandaDoc has 1933 likes on their official profile while Clarizen profile is liked by 3184 users.

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