The customization tool is simple and allows you to create stunning templates with little effort.

None of this is unique to the problem they are trying to solve. It's no different than signing a doc with Adobe or some other application.

I like the fact that is does streamline our ability to close sales leads. I see an improvement of over 10.

The best part about Pandadoc is that it's super easy to edit services while filling it out.

Overall, the customer success team has been very responsive, and PandaDoc keeps rolling out new products to improve their offerings.

I can create and or make changes to existing ones. I like that my documents are saved and are simple to search for.

This program is another easy to use Doc program. It's budget friendly and also has free features available.

Great product, great user interface, and a support team that feels more human than others I've worked with in the past.

Functionality is perfect for what we looking to have it do. Easy to set up the documents you need to have signed and on the back end easy for the user to sign and return.

Our Marketing team is thrilled because all of our proposals are customized with CSS to fit our brand objectives. Also, their support team offers outstanding service if/when you need assistance.

I like their plans structure, so that on their free plan I can still get as many e-signatures as possible and also it allows me to ingrate stripe and quickbooks for easy payments.

I don't think of anything major that could be a disturbance or any bad effect of this particular product on my workflow.

Also, some of the integration fields are mandatory even if you don't have any need for them so you have to really get your brain hamster to improvise and work around that obstacle.

I liked the pricing for PandaDoc and it seemed that it would be a good alternative to higher-priced e-signature products.

Overall it was a terrible experience, from support to the actual product.

There is a spam problem with the email sent to some customers. I don’t have any other concern with PandaDoc.

Our experience with Pandadoc over the course of the past 18 months has slowly deteriorated. The product has become consistently worse and is now unusable.

Pretty standard, decent customer service and good support.

It's very user friendly, making it desirable for novices.

The ease with which to make a quick proposal and connect it to a payment solution like Stripe or PayPal helps me close deals faster, and also receive deposits sooner.

They've been nothing but helpful and am very grateful for that kind of experience. As a business owner it means a lot.

In looking for a software that integrates with our CRM, PandaDoc was the only solution we can find that had a seamless integration for our team.

This all adds upto to time savings. Goes without saying that document signing is fantastic and easy to verify.

If i've ever had an issue (which is rare), the customer support team is incredible - they're so helpful and come back to you so quickly. The software itself is so easy to use and very user friendly.

Love all the integration options and best of all, PandaDoc has a ton of flexibility when it comes to how to handle pricing.

I love how easy it is to create a document that needs to be signed, add payment requirements, and integrate with Stripe.

Also, it offers an easy way to get electronic signatures for documents and agreements. What we like most is the ease of use.

Their modular system is easy to use and navigate, and integrates with Salesforce, to help our team work efficiently in preparing proposals for their open opportunities.

This platform integrates correctly with services like OneDrive. The use of API is highly recommended, for reasons of practicality, recommendable.

The enterprise plan is on-demand quote only, through a useless call with the sale team, and probably very expensive (I did not go through there, not time for useless calls).

What I liked most about PandaDoc is its ease of use and the ability to track my potential customers interest in parts of the proposal.

Our company loves using PandaDoc to impress our clients with great proposals in a fast and effective manner. We will continue to license the product moving forward.

This is a problem for teams that divide work. Example:  team member #1 creates/modifies forms, team member #2 works with signed documents.

Super simple and easy to use. Help close deals quickly with electronic signatures.

Take advantage of it and set up training for people who are new to online signatures. Other than that, the platform is easy to use once you get the training.

There are a lot of advantages when investing in the service.

The interface is fairly simple to use, the language matching and AI is extremely useful, and the platform is extremely flexible so you can build out processes or flows that suit your business.

Product is really friendly the moment we had demo we were certainly buying it seeing it’s user friendly operation.

The one thing that is a downside about the software is that the templates are input by the SpotDraft so every time we need to make any updates to the templates we need to submit the updates to them.

The HubSpot integration and the reminder emails are super useful. Plus the search means we don't have to dig through folders and emails to find contracts.

Further, the team is always open to feedback about features and product improvement. The SpotDraft team is a joy to work with.

We've been very happy with the tool and working with their team.

The customer success and the product/tech team are very responsive and prompt with the solutions offered.

The SpotDraft team provides an excellent, collaborative service to support customers. The Customer Success team is especially responsive & helpful in problem solving.

SpotDraft's Customer Success and Product teams are excellent. They are highly responsive,  actively listen to product feedback, and are constantly releasing new features.

A user friendly and seamless tool that makes contract management easier.

It's work in progress and the team is ever-ready to help build the product.

We engaged with the product in the MVP phase, so it  was initially feature poor, but in the last 12 months the SpotDraft team has released a wife range of new features.

While drafting, there is no option to proceed further without selecting certain flags even if they're not relevant to the contract and it would have to be removed manually while drafting.

As it is a constantly developing product, I seem to encounter some glitches or UX problems - however, when pointed out to the team, they instantly work on fixing it.

The software's interface is also extremely easy to use.

User Friendly and does not have any complicated features which are not useful at all.

It's easy to see and understand what is happening in the platform and how to use it. Excellent customer support.

The customer success team and support is the best I have ever experienced.

Inability to generate templates as required, no functional AI, lots of human intervention, understanding and time required.

I am also very impressed by the professionalism of their customer support and implementation teams.

Ease of use and a very good team that is ready to answer any questions.

The product is very easy and intuitive to use and our sales team have found it easy to implement it. Their customer care and post sale support is fantastic.

In short - our experience has been great. We have definitely the efficiency improvements after we onboarded SpotDraft.

I'd like to specifically call out [SENSITIVE CONTENT], our main Spotdraft rep, because she has been stellar. She's attentive, kind, a great listener, and so easy to work with.

My customer success manager made things really easy for me during the onboard process. Big thanks to whole team spot draft for this amazing automated tool innovation.

I've really enjoyed work with the Spotdraft team. They have been very helpful and and informative throughout our on-boarding and our on-going check-ins, as our team continues to use their tool.

They are a trusted platform with great customer service that we highly recommend.

The beauty of SpotDraft lies in its simplicity and ease of use. It is very intuitive and clearly made by a team that has spent considerable amount of time understanding the needs of in-house counsel.

It has been a great experience to use the product as well as interact with their team who accommodates most of the requirements you have.

US Dollar

PandaDoc is an all-in-one tool to create, edit, send, track, and eSign documents quickly and easily. Discover a better way to generate professional-looking and error-free proposals, quotes, and contracts with PandaDoc. Win more deals with unlimited eSignatures, reusable templates, in-app editing, CRM integration, and 24/7 live-human support. The average PandaDoc user creates and sends a document in under 4 minutes and sees a 20% increase in closed rates. Join 50,000 businesses that automate document workflows, speed up the pipeline, and win more deals with PandaDoc!

PandaDoc is cloud-based document management software that helps users create proposals, quotes, contracts, and more. The solution is mostly used by sales and marketing teams and company leadership.

PandaDoc allows users to choose from a variety of proposal templates, which are free to download and customize. It also provides options to change the language and currency used in documents depending on regional standards. With its collaboration feature, various teams can collaborate on a single document by commenting and in-activity logging. The built-in e-signature feature allows signers to approve and sign the documents from anywhere, anytime.

PandaDoc analytics provides real-time statistics regarding who has viewed the proposal, how many times they saw the proposal and how much time spent on the proposal. The dashboard provides an overview of proposal performance.

PandaDoc comes is available via a subscription-based pricing model on per user basis. It provides integration with Salesforce, HubSpot, and many more.

LongDescription

Engagement Tracking

Document Templates

Content Delivery

Cataloging/Categorization

Project Workflow

Forecasting

Lifecycle Management

Electronic Payments

Invoice History

Status Tracking

Payment Processing

Price/Margin Management

Product Catalog

Presentation Tools

Performance Management

Customizable Reports

Document Storage

Proposal Generation

Access Controls/Permissions

Activity Tracking

HIPAA Compliant

Templates

Progress Tracking

Digital Signature

Mobile Payments

Referral Tracking

Workflow Configuration

Contract/License Management

SSL Security

Pre-built Templates

Electronic Signature

Guided Selling

Single Sign On

Invoice Management

Approval Process Control

Customizable Invoices

Data Extraction

Projections

Pipeline Management

Document Capture

Customer Database

Specialty Contracts

Document Analytics

Customizable Fields

Collaboration Tools

Content Library

Sales Trend Analysis

Full Text Search

Automated Quoting

Template Management

Data Import/Export

Mobile Signature Capture

File Conversion

Document Classification

Audit Trail

Version Control

Opportunity Management

Content Management

Price and Cost Calculations

Configurable Workflow

File Storage

Multi-Currency

Email Marketing

Completion Tracking

Mobile Access

Online Payments

Online Invoicing

Sales Reports

Real Time Data

Performance Metrics

Data Security

Training Management

Tax Calculation

Proposal Management

Role-Based Permissions

Real-Time Notifications

Pricing Management

Forms Management

Workflow Management

Email Management

Field Sales Management

File Sharing

Activity Dashboard

Alerts/Notifications

Multi-Party Signing

Reporting & Statistics

Knowledge Base Management

Reminders

Invoice Creation

Authentication

Sales Automation

Chat/Messaging

Customizable Templates

Business Process Automation

Billing & Invoicing

Document Review

Accounting Integration

Document Automation

Mac OS

Linux

Web browser (OS agnostic)

Windows 10

Essentials: $19/user/month
Business: $49/user/month
Enterprise: contact PandaDoc sales team.



Email/Help Desk

FAQs/Forum

Knowledge Base

Phone Support

24/7 (Live Rep)

Chat

Self-Employed

2-10

11-50

51-200

201-500

501-1000

1000+

PandaDoc

In Person

Live Online

Webinars

Documentation

Videos

SpotDraft is an AI-driven contract management and automation solution designed for fast-growing companies. It offers end-to-end contract management services for legal, sales, marketing, human resources, business operations, and procurement teams. With its best-in-class platform, SpotDraft acts as a co-pilot for legal teams, helping them optimize the contract management process by eliminating inefficiencies and reducing repetitive tasks.

Streamline your contracting process with an intuitive interface, intelligent contract repository, customizable templates and workflows, and much more. SpotDraft integrates with popular SaaS tools, such as Salesforce, HubSpot, Slack, and Google Drive, delivering a seamless experience for global businesses, including Airbnb, Notion, STRAVA, Beamery, and Fidelity International. 

Founded in 2017 by a Harvard law graduate and two Carnegie Mellon computer engineers, SpotDraft raised $26 million in Series A funding in 2023 to further enhance its platform, expand its team, and accelerate growth.

"𝘖𝘶𝘳 𝘤𝘰𝘯𝘵𝘳𝘢𝘤𝘵 𝘮𝘢𝘯𝘢𝘨𝘦𝘮𝘦𝘯𝘵 𝘩𝘢𝘴 𝘣𝘦𝘤𝘰𝘮𝘦 𝘮𝘶𝘤𝘩 𝘦𝘢𝘴𝘪𝘦𝘳, 𝘧𝘳𝘦𝘦𝘪𝘯𝘨 𝘰𝘶𝘳 𝘭𝘦𝘨𝘢𝘭 𝘵𝘦𝘢𝘮'𝘴 𝘵𝘪𝘮𝘦 𝘵𝘰 𝘥𝘦𝘢𝘭 𝘸𝘪𝘵𝘩 𝘰𝘵𝘩𝘦𝘳 𝘮𝘢𝘵𝘵𝘦𝘳𝘴. 𝘖𝘶𝘳 𝘴𝘢𝘭𝘦𝘴 𝘵𝘦𝘢𝘮 𝘧𝘦𝘦𝘭𝘴 𝘦𝘮𝘱𝘰𝘸𝘦𝘳𝘦𝘥 𝘵𝘰 𝘨𝘦𝘵 𝘵𝘩𝘦 𝘥𝘦𝘢𝘭𝘴 𝘵𝘩𝘳𝘰𝘶𝘨𝘩 𝘲𝘶𝘪𝘤𝘬𝘭𝘺 𝘸𝘪𝘵𝘩𝘰𝘶𝘵 𝘳𝘦𝘧𝘦𝘳𝘳𝘪𝘯𝘨 𝘢𝘭𝘭 𝘤𝘰𝘯𝘵𝘳𝘢𝘤𝘵𝘴 𝘵𝘰 𝘵𝘩𝘦 𝘭𝘦𝘨𝘢𝘭 𝘵𝘦𝘢𝘮." 
- 𝘔𝘦𝘳𝘤𝘦𝘥𝘦𝘴 𝘊𝘢𝘴𝘵𝘪𝘭𝘭𝘰, 𝘎𝘦𝘯𝘦𝘳𝘢𝘭 𝘊𝘰𝘶𝘯𝘴𝘦𝘭, 𝘞𝘪𝘴𝘦𝘳𝘍𝘶𝘯𝘥𝘪𝘯𝘨


PandaDoc vs SpotDraft

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