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Compare PandaDoc vs Investfly

What is better PandaDoc or Investfly? To successfully find the most useful and productive Accounting Software for your enterprise, you have to compare products available on the market. For example, here it is possible to match PandaDoc’s overall score of 9.2 against Investfly’s score of 8.0. You may also examine their general user satisfaction: PandaDoc (95%) vs. Investfly (100%).

What’s more, you can evaluate their pros and cons feature by feature, including their contract conditions and pricing. By comparing products you are improving your chances to choose the best software for your company. It’s clear you have to know your unique needs to realize which service matches those needs.

In case you you would like to quickly find the optimal Document Management Software according to our experts we suggest you examine these services: Wrike, PandaDoc, eFileCabinet.

SmartScore™

OUR SCORE 9.2

User Satisfaction

CUSTOMER EXPERIENCE 95%

Pricing

Starting from $19

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 three pricing plans for companies of different sizes. You can check out their free trial version or request a free demo.

Professional (for solo users) – $19 per month/user (billed annually)

  • Up to 5 templates
  • Unlimited docs & eSignatures
  • Document analytics
  • Document builder and editor
  • Custom branding
  • Pricing tables and product catalogs
  • Email support

Business (for SMBs) – $39 per month/user (billed annually)

  • Unlimited templates
  • Unlimited docs & eSignatures
  • Document analytics
  • Document builder and editor
  • Custom branding
  • Pricing tables and product catalogs
  • Email support
  • Phone support
  • Integrations with CRMs and other tools
  • Content library
  • Manager approval workflow
  • Document expiration settings
  • Auto reminders
  • Content conversion assistance*
  • Grand total

Enterprise (for large companies) – By quote

  • Unlimited templates
  • Unlimited docs & eSignatures
  • Document analytics
  • Document builder and editor
  • Custom branding
  • Pricing tables and product catalogs
  • Email support
  • Phone support
  • Integrations with CRMs and other tools
  • Content library
  • Manager approval workflow
  • Document expiration settings
  • Auto reminders
  • Content conversion assistance*
  • Grand total
  • Multiple teams and workspaces
  • Custom roles and granular permissions
  • Content locking
  • Access to PandaDoc API, SDK & webhooks
  • Document embedding option
  • Custom integrations
  • Content usage reporting
  • Premium support
  • Private team training sessions (optional)

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:

  • Salesforce
  • bmp’online
  • HubSpot CRM
  • Microsoft Dynamics CRM
  • Pipedrive
  • SugarCRM
  • Insightly
  • Prosperworks
  • SalesforceIQ
  • Zoho
  • Nimble
  • Capsule
  • Nutshell
  • Xero
  • Stripe
  • Zendesk
  • Box
  • DropBox
  • Google apps

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

Starting from $19.99

Pricing Model

Free

Monthly payment

One-time payment

Annual Subscription

Quote-based

List of Features

  • Algorithmic Trading
  • Virtual Stock Exchange
  • Technical Analysis
  • Stock Alerts
  • Stock Market Game
  • Technical Stock Screener

Pricing Info

Investfly offers three SMB and enterprise pricing plans for users to choose from, including a free-of-charge plan for a single virtual portfolio. Give the details a look, and choose the best plan for your business:

Standard – Free

  • 1 Virtual Portfolio
  • 1 Stock Screener
  • 1 Stock Alert
  • Simulated Securities – Stock Only
  • Email Alerts & Notifications
  • 1 Year Backtest Automated Trading Strategy

Premium – $19.99/month

  • 5 Virtual Portfolios
  • 5 Stock Screeners
  • 5 Stock Alerts
  • Simulated Securities – Stock, Multileg, Stock Option, Future
  • Email Alerts & Notifications
  • 5 Years Backtest Automated Trading Strategy
  • Trade from Screener
  • Download Screener Result
  • Run Automated Trading Strategy
  • Incremental Trading
  • API Access
  • Delayed Data Stream (Stock and ETF)

Elite – $49.99/month

  • 10 Virtual Portfolios
  • 10 Stock Screeners
  • 10 Stock Alerts
  • Simulated Securities – Stock, Multileg, Stock Option, Future
  • Email + SMS Alerts & Notifications
  • 5 Years Backtest Automated Trading Strategy
  • Trade from Screener
  • Download Screener Result
  • Run Automated Trading Strategy
  • Incremental Trading
  • API Access
  • 2 Brokers Account Integrated
  • Real Stocks Trading
  • Real-Time Data Stream (Stock and ETF)

Languages Supported

English

Chinese

German

Hindi

Japanese

Spanish

French

Russian

Italian

Dutch

Portugese

Polish

Turkish

Swedish

Prominent Clients

Integrations

Investfly enables its users to link their trading accounts into the system. The sites supported are Tradier Brokerage and Interactive Brokers.

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

Investfly is a virtual trading platform that provides users with automated trading strategies.

Company Email

support@investfly.com

Contact No.

Company's Address

417 Del Medio Ave
Mountain View, CA 94040
USA

The services examined on this page are merely a small part of our entire Accounting Software category and you should keep in mind that there might be more reliable options available. If you want to guarantee you make the optimal decision for your business we definitely encourage you to analyze more apps first. It may also be a good idea to consult our top 10 Accounting Software ranking to see which services are at the moment the best ones and dominate the market.

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