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
PandaDoc Comparisons
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Pricing Model
Free
Monthly payment
One-time payment
Annual Subscription
Quote-based
List of Features
- Drag-and-drop administration
- Multiple accounts
- Account hierarchies
- Multiple pipelines and views
- Product Catalogue
- Dynamic organization chart
- Buying Center
- Contact management
- Social selling
- Social media feeds
- Custom profiles and views
- User access permissions
- Template designer for forms
- Auto-calculated fields
- Visual lead management
- Dynamic Target
- Bulk updates
- Document management
- History log
- Notes management
- Activity Stream
- Target Overview
- Notifications
- Suggestions
- Business Overview
- Archive tool
- Opportunity Tracking
- Sales Task Management
- Sales Process Mapping
- Offline CRM
- Built-in HELP
- Sales reports
- Performance Insight Instant Views
- Sales Velocity monitoring
Pricing Info
Pipeliner CRM offers four pricing plans, all billed annually:
Starting at $65/user/month
- Accounts Management
- Contacts Management
- Unlimited Accounts & Contacts
- Feeds (Built-in Internal Messaging)
- Import Accounts and Contacts from CSV files
- Leads Management
- Opportunities Management
- Unlimited Leads & Opportunities
- Opportunities and Leads Pipeline View
- Opportunities, Leads, Accounts, Contacts and Activities List View
- Opportunities, Leads, Accounts and Contacts Compact View
- Opportunities, Leads, Accounts and Contacts Map View
- Dynamic Velocity View
- Dynamic Target Views
- Target Multiple KPIs
- Custom Profile Views
- Tasks Management
- Appointments Management
- Unlimited Tasks & Appointments
- Tasks and Appointments Calendar View
- Reminders
- Mobile Apps (iOS and Android)
- Calling Integration (over Mobile)
- Email Automation
- Mass Email Tracking
- Customizable Email Templates (Text & HTML)
- Email Personalization
- Email Integration
- Import Accounts & Contacts from CSV files
- Import open Leads & Opportunities from CSV files
- Standard Table Reports
- Pivot Table Reports
- Custom Pipeline Stages
- Custom Fields for Opportunity, Lead, Account and Contact Form
- Custom Standard Fields for Products
- Unlimited Custom Fields
- Custom Field Description/User Hint
- Custom Web Resource Fields
- Custom Fields Calculations
- Custom Fields Validation Rules
- Custom Fields Pick-Lists
- Custom Fields Dynamic Dropdowns
- Custom Fields Auto-Number Fields
- Custom Products and Services Catalog
- Office 365 Automatic Email Sync
- Exchange Automatic Emails Sync
- Office 365 Inbox Add-In for Outlook
- Contacts Sync to Outlook (Office 365 and Exchange)
- Tasks Sync to Outlook (Office 365 and Exchange)
- Appointments Sync to Outlook (Office 365 and Exchange)
- Send and Track Emails directly from PL (Office 365)
- Mass Email Tracking (Office 365)
- Customizable Email Templates (Office 365)
- Automation Hub Integrations
- SSL Encryption
- Encryption at Rest
- GDPR Compliance
- 30 MB Attachment Limits
- Attachment Type Restrictions
- Email Domain Restrictions
- Daily Database Backups
- SSL Encryption
- Encryption at Rest
- Online Onboarding Guidance
- User Training (Online course)
- Admin Training (Online course)
Business – $85/user/month
- All Standard features
- Documents Management
- Custom Template Docs and Spreadsheets (Office 365 and Google Docs)
- Notes Management
- Navigator Dashboard
- Opportunities and Leads Archive View
- Multiple Currencies
- Tasks Board View
- Appointment Timezone Checker
- Recurring Tasks
- Activities 1-to-Many to Any
- Export Accounts/Contacts to Excel/CSV
- Export Leads/Opportunities to Excel/CSV
- Bulk Updates Opportunities/Leads/Accounts/Contacts/Activities
- Bulk Ownership Updates
- Merge Contact & Accounts
- Dashboard Reports
- Multiple Custom Pipelines
- Custom Fields per Pipeline Stages (Sales Actions)
- Custom Activities per Pipeline Stages (Sales Activities)
- Custom Business Units
- Save Email Attachments to Pipeliner Records
- Google Drive Integration
- Custom (Bespoke) Integration possible
- Assigned Account Manager
- API Actions Limits
- Onboarding Consultancy and Customisation
- User Training (Web Sessions with Pipeliner Trainer)
- Manager Training (Web Sessions with Pipeliner Trainer)
- Admin Training (Web Sessions with Pipeliner Trainer)
- Standard Data Import from CSV
- Custom Data Migration
Enterprise – $115/user/month
- All Standard and Business features
- Visual Opportunities and Leads Buying Center
- Opportunities Bubble Chart View
- In-App Notifications
- Advanced Reports
- Forecast Reports
- Insights
- Custom User Roles and Permissions
- Custom Accounts Relations
- Custom Standard Fields for Activities
- Custom Activity Types
- Custom Fields Field Permissions
- SharePoint Integration
- Sandbox Environment
- Single Sign-On (SAML 2.0)
- Prioritized Technical Support
- Telephone Technical Support
- Pipeliner Quarterly Review
- Onsite Training
Integrations
Pipeliner CRM offers integrations with over 200 apps for productivity, collaboration, accounting, and eCommerce. These apps include:
- Freshbooks
- Sage Intacct
- Clearbit
- FullContact
- Ethereum
- Zapier
- Dropbox
- Google Drive
- Shopify
- Magento
- Calendly
- EventBrite
- MS Office
- monday
- Wrike
- Google Forms
- SEMrush
- Freshdesk
- Zendesk
Languages Supported
English
Chinese
German
Hindi
Japanese
Spanish
French
Russian
Italian
Dutch
Portugese
Polish
Turkish
Swedish
Arabic
Prominent Clients
MTN Business, Tiger, ManpowerGroup
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
A sales CRM and automation software that boosts adoption rates and ROI through a highly visual interface, numerous customization options, and robust reporting capabilities. It helps you manage your pipeline to turn leads into sales and sales to repeat purchases. It also generates reports and insights within its dashboard.
Company Email
info@pipelinersales.com
Contact No.
Company's Address
15243 La Cruz Dr
Suite 492
Pacific Palisades, CA 90272
United States
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Both PandaDoc and Pipeliner were tested by a panel of independent B2B experts who prepared a thorough analysis of all important aspects of every app. Their final rating was prepared with unique SmartScore system that calculates an individual partial score to every component including: main features, customer support, mobile device support, security, user satisfaction as well as market presence. We are aware that useful features are not the only thing crucial to a business so we make an effort to pay attention to all sides of a solution before giving it a final score.
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