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Compare PandaDoc vs OPTRACK

What is better PandaDoc or OPTRACK? Various organizations need different types of Accounting Software. To find out which service fits your needs, think about evaluating various solutions feature by feature an taking into consideration their terms and pricing. Likewise, you can get a quick idea of their overall performance and customer feedback by checking our smart scoring system.

The results are: PandaDoc (9.2) vs. OPTRACK (6.6) for general quality and functionality; PandaDoc (95%) vs. OPTRACK (N/A%) for user satisfaction rating. Check out their strong and low points and find out which software is a more sensible choice for your company. A simple, practical tactic is to list the pros and cons of both services next to each other and check which app is better.

We realize that not all businesses have the time to test dozens of different services, so we created a list of recommendations that you may find useful. Our top selections for the Document Management Software category are: 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

NOAWARDS
YET

SmartScore™

OUR SCORE 6.6

User Satisfaction

CUSTOMER EXPERIENCE N/A

Pricing

Starting from $100

Pricing Model

Free

Monthly payment

One-time payment

Annual Subscription

Quote-based

List of Features

  • Equity plan self-administration
  • Financial reporting
  • Cap table management
  • Liability accounting
  • Internal reporting
  • Document management
  • Detailed valuations

Pricing Info

OPTRACK offers a straightforward enterprise pricing structure with three plans:

Free – $0/month

  • 1-10 Holders
  • Waterfall Analysis
  • Cap Table Management
  • Telephone and Email Support
  • Exit Modeling
  • Support Forums
  • Stock Option Administration

Standard – $100/month

  • 25 Holders
  • All Free Plan Inclusions
  • Portfolio Portal
  • Customizable Grant Letters
  • Black Scholes Modeling
  • RSU Lapse Module
  • Investor/Holder Portal
  • Holder Communications Center
  • Termination Rules

Professional – $300/month

  • 50 Holders
  • All Standard Plan Inclusions
  • Financial Reporting

Languages Supported

English

Chinese

German

Hindi

Japanese

Spanish

French

Russian

Italian

Dutch

Portugese

Polish

Turkish

Swedish

Prominent Clients

Integrations

No information available.

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

OPTRACK is a self-administration equity management tool that's easily accessible to users.

Company Email

governanceservices@computershare.com

Contact No.

Company's Address

OPTRACK
Computershare Governance Services
100 Beard Sawmill Road, 1st Floor
Shelton, CT 06484
USA

Popular Alternatives

Product Name
Score

In the event you continue having doubts about which solution will work best in your case it may be a sound idea to examine each service’s social metrics. Such metrics are frequently a sign of how popular a given service is and how extensive is its online presence.For instance, if you look at PandaDoc LinkedIn account you’ll learn that they are followed by 662 people. In case of OPTRACK the amount of followers on their LinkedIn page is 59.

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