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Compare PandaDoc vs Ephesoft Transact

What is better PandaDoc or Ephesoft Transact? Buying the most effective Collaboration Software product is all about comparing different solutions and identifying the top software for your specific needs. Our exclusive system will give you a brief look at the general rating of PandaDoc and Ephesoft Transact. For overall quality and performance, PandaDoc scored 9.2, while Ephesoft Transact scored 7.8. On the other hand, for user satisfaction, PandaDoc earned 95%, while Ephesoft Transact earned N/A%.

Below you can also check their functions, terms, plans, etc. to determine what software will be more suitable for your company. One critical feature to check is if the software can enable/disable limitations on various types of users to limit the exposure of any critical company data.

We realize that not all companies have enough time to test a wide range of different services, so we came up with a list of recommendations that you may find useful. Our top choices for the Document Management Software category are: Backlog, eFileCabinet, PandaDoc.

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 7.8

User Satisfaction

CUSTOMER EXPERIENCE N/A

Pricing

By quote

Pricing Model

Free

Monthly payment

One-time payment

Annual Subscription

Quote-based

List of Features

  • Offline access
  • Document retention
  • Document indexing
  • File type conversion
  • OCR capability
  • Mobile smart capture
  • Advanced reporting
  • Multitenancy

Pricing Info

Ephesoft Transact doesn’t reveal its enterprise pricing details to the public. Contact the vendor for complete price descriptions.

Languages Supported

English

Chinese

German

Hindi

Japanese

Spanish

French

Russian

Italian

Dutch

Portugese

Polish

Turkish

Swedish

Prominent Clients

Integrations

Ephesoft Transact integrates with the following application:

  • UiPath

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

A powerful, browser-based document capture and OCR solution designed to help businesses capture, extract, validate, classify, and deliver data.

Company Email

info@ephesoft.com

Contact No.

Company's Address

Ephesoft
8707 Research Dr
Irvine, CA 92618
USA

Popular Alternatives

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Score

Almost as crucial as functionalities and user support level are pricing plans given by PandaDoc and Ephesoft Transact. While price should not be the sole element it’s without a doubt a key thing to consider. You should count on a flexible pricing plan that can be matched with your team size and painlessly scaled up when your business develops. Be sure that you don’t choose plans that have complex functionalities that you won’t use and always try to contact with the vendor directly because enterprises can usually benefit from more affordable prices. You should also give a chance to a free trial or demo of each app to spend at least some time on actual work with the system. It’s a valuable experience that doesn’t need you to spend any money and provides you with a practical overview of what it’s like to work with PandaDoc and Ephesoft Transact.

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