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
- Client Intake
- Branching Logic
- Document & Form Templates
- Automated Workflows
- Redaction
- Formatting Options
- Error Checkinh
- Development Program
Pricing Info
Documate offers three plans for users to choose from, including an enterprise pricing plan that enables you to build automated document workflows with dedicated support. Here are the details:
Lite – $99/month (at $83/month when billed annually)
- 1 template generator
- 10 document workflows
- 200 data fields/workflow
- AWS dedicated instance
- 5,000 monthly emails
- Storage limit – 500 GB
Standard– $199/month (at $165/month when billed annually)
- All features in Lite, Plus:
- 3 template generators
- Unlimited data fields $ workflows
- Data Manager access
- Answer file creation
- White-Labelling
- Custom domain
- Stripe paywall integration
- 10,000 monthly emails
- Storage limit – 1 TB
- Unlimited storage
Enterprise – by quote
- All features in Standard, Plus:
- White glove workflow development
- Unlimited monthly emails
- Unlimited storage
Integrations
Documate integrates with the following third-party services:
- Clio
- Zapier
- Google Sheets
- Stripe
- DocuSign
- HelloSign
Languages Supported
English
Chinese
German
Hindi
Japanese
Spanish
French
Russian
Italian
Dutch
Portugese
Polish
Turkish
Swedish
Arabic
Prominent Clients
Susan Schwartz, Joy Evans, Tika Moini
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
Documate is a document automation software that facilitates document generation, workflow optimization, and client engagement for legal practices.
Company Email
hello@documate.org
Contact No.
Company's Address
Verdicte Law LLC, dba Documate
6060 Center Dr., Floor 10,
Los Angeles, Califonia,
USA 90045
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You should note that while both PandaDoc and Documate may provide a top quality array of features every solution could be aimed at a different company size. If you are studying different apps you may want to focus on a business size they are meant for. Specific functionalities could scale up well for huge enterprises but if you have a small or medium business it’s usually better to avoid paying for complex functionalities that you may never actually use.
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