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
- Automatic Data Extraction
- Automatic Policy Enforcement
- Real-time Expense Visibility
- Dynamic Approval System
- Custom Approval Hierarchy
- 3rd Party APIs
- Trip Authorization and Requests
- Multi-Country & Multi-Org Setup
- Automatic Account Syncing
- Corporate Cards
- Advance Management
- Duplicate Detection
- Mileage Claims
- Analytics
- Expense Audit Trail
Pricing Info
Sage Expense Management offers usage-led pricing, billing users only when they create at least one expense or have a corporate card connected to Sage Expense Management with at least one transaction on it in a month. These are called active users. This means users can onboard all employees but get charged only for active users. They can then book a demo to get a quick tour of how the software works.
Below are the three plans Sage Expense Management offers based on the users’ needs:
Growth – $11.99/month
- Unlimited receipt scanning with automated data extraction
- Receipt collection & expense completion via Text Messages
- Unlimited expense tracking from, Gmail, Outlook, Slack, and more.
- Mileage & Per Diem tracking
- Direct Visa integration via real-time feeds
- Direct Mastercard integration via real-time feeds
- American Express virtual Cards
- Instant text notifications for card spend, receipt collection via text and automated reconciliation
- Personal card management
- Universal statement parser to import credit card statements
- Automated credit card reconciliation
- Single-stage approvals
- Business rules and real-time policy violation checks
- Custom employee categories and expense fields
- Employee access delegation
- Two-way integrations with:
- QuickBooks Online
- Xero
- QuickBooks Desktop (additional cost applicable)
- AI-powered Copilot for instant spend insights and real-time support, get expense breakdowns and instant answers to all your queries.
- Basic email and knowledge base support
- Optional premium support with 24/7 live chat based support (additional fee applicable)
Business – $14.99/month
Everything in Growth plan, plus:
- Multi-org, multi-stage and policy-driven approvals
- ACH reimbursements (US only)
- Project expense tracking
- Custom data exports, including MIS
- Multi-currency, multi-region setup with multiple entities/orgs
- Two-way integrations (one-time implementation fee applicable) with:
- NetSuite
- Sage Intacct (Sage fees as applicable)
- Sage 300 Construction & Real Estate (Sage fees as applicable)
- QuickBooks Desktop (additional cost applicable)
- Direct, third-party, and API integrations with any accounting, travel, HRMS, and payroll software
- Premium Support with 24/7 live chat and email-based support, with a named account manager
- Optional SSO (additional fee applicable)
Enterprise – By quote
Everything in Business plan, plus:
- IP whitelisting of admin accounts
- Google single sign-on (SSO)
- Single sign-on with AD and Okta
- Branded account and emails
- Dedicated Enterprise Account Manager
- Half-yearly business reviews to optimize cost and compliance
- Customer Advisory Group for feature suggestions and direct FaceTime with the Product and Engineering teams, with priority access to features and planned deployments.
Integrations
Sage Expense Management integrates with the following business systems and applications:
- Intuit Quickbooks
- Xero
- travelperk
- Gmail
- Office 365
- Oracle NetSuite
- Sage Inacct
Languages Supported
English
Chinese
German
Hindi
Japanese
Spanish
French
Russian
Italian
Dutch
Portugese
Polish
Turkish
Swedish
Arabic
Prominent Clients
Aprio, Centric, Sprenger
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
Sage Expense Management is an AI-powered spend management platform with intuitive features including Facebook plugins.
Company Email
support@fylehq.com
Contact No.
Company's Address
Fyle Technologies
Newark, Delaware
United States
Sage Expense Management Comparisons
Popular Sage Expense Management Alternatives
In case you are still having second thoughts about which app will perform best for your business it might be a sensible idea to analyze each service’s social metrics. These metrics are quite often a sign of how popular a given solution is and how extensive is its online presence.For example, if you check PandaDoc LinkedIn account you’ll see that they are followed by 662 users. In case of Sage Expense Management the volume of followers on their LinkedIn page is 40000.
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