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Compare PandaDoc vs WorkflowMax

What is better PandaDoc or WorkflowMax? Different businesses require different types of Collaboration Software. To understand well which one meets your requirements, think of evaluating various solutions feature by feature including their terms and prices. Furthermore, you may get a quick idea of their general performance and customer feedback by having a look at our smart scoring system.

The results are: PandaDoc (9.2) vs. WorkflowMax (7.3) for general quality and usefulness; PandaDoc (95%) vs. WorkflowMax (94%) for user satisfaction rating. Examine their high and low points and decide which software is a better choice for your company. An effective, simple tactic is to write the pros and cons of both services side by side and check which software has more benefits.

Our team put a lot of effort to review all popular Document Management Software services offered out there, but among all the ones we reviewed these three deserved our special attention: Backlog, PandaDoc, eFileCabinet.

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 7.3

User Satisfaction

CUSTOMER EXPERIENCE N/A

Pricing

Starting from $15

Pricing Model

Free

Monthly payment

One-time payment

Annual Subscription

Quote-based

List of Features

  • Lead Manager (CRM)
  • Quoting/Estimating
  • Client Management
  • Job Tracking
  • Project Management
  • Job Costing
  • Time tracking
  • Document Management
  • Integration with Xero Accounting Software
  • Powerful Custom Reporting
  • Integration with over 25 other products
  • Integrations – Xero, Zendesk, Freshdesk, Box, Dropbox, etc.
  • 24/7 email support available
  • Free online webinars & video tutorials
  • Staff Scheduling

Pricing Info

WorkflowMax offers enterprise-grade solutions at simple-tiered pricing plans. You get all the features in your plan and only pay based on the number of users. A 14-day free trial is available so you can try out its features without any commitments, no setup fees, and no payment information collected. Once the trial is over, you may continue using the service by choosing from the following plans:

  • 1 user – $15/month
  • 2-5 users – $49/month
  • 6-10 users – $110/month
  • 11-20 users – $170/month
  • 21-50 users – $250/month
  • 50+ users – Custom pricing

All these plans include the following features:

  • Client manager
  • Custom fields
  • Document management
  • Invoicing
  • Job Costing
  • Job management
  • Mobile
  • Purchase orders
  • Quoting
  • Reporting
  • Timesheets
  • Xero integration

There are also optional upgrades as what your business needs:

  • Lead Manager (CRM) module – $15/month
  • WorkflowMax premium – $50/month

Languages Supported

English

Chinese

German

Hindi

Japanese

Spanish

French

Russian

Italian

Dutch

Portugese

Polish

Turkish

Swedish

Prominent Clients

Conquest Solutions, Cloud Bakers, Clear Point, Data Solutions Group

Integrations

  • Zendesk
  • Box
  • Moneyworks
  • MYOB
  • WFM Plan
  • Trav
  • Actual
  • Eon
  • Adobe Time Tracking
  • Freshdesk
  • iPayroll
  • Flexitime
  • Ace Pay
  • Dropbox
  • Google Drive

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

End-to-end workflow management software, WorkflowMax’s software contains everything you need to manage your business workflow — in one integrated platform.

Company Email

support@workflowmax.com

Contact No.

Company's Address

101 Green St.
5th Floor
San Francisco, CA 94111

In case you continue having second thoughts about which app will perform best for your business it might be a sensible idea to take a look at each service’s social metrics. Such metrics are quite often an indicator of how popular a given solution is and how large is its online presence.For example, if you check PandaDoc LinkedIn page you’ll learn that they are followed by 662 people. In case of WorkflowMax the amount of followers on their LinkedIn page is 290.

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