PandaDoc vs ClientPoint
User Ratings & Reviews
Reviews are generated by real users. When reviewing a product, users are asked to assess the product’s overall quality, which includes assigning specific ratings for ease of use, value for money, customer support, and functionality.
Ease-of-Use
4.4 / 5
4.6 / 5
Value for Money
4.3 / 5
4.4 / 5
Customer Support
4.3 / 5
4.7 / 5
Functionality
4.3 / 5
4.4 / 5
Last Review Written
October 8, 2024
September 1, 2024
Pros/Cons
Pros
- 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.
- The templates, form creation, automatic saving, multiple party automatic signing are all great features. Also it is a reliable software, which is super important for us.
- I like that PandaDoc not only makes document management easy but also features amazing digital signature capabilities. The software makes workflow management easy also is good in forms automation.
Cons
- 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.
- 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).
- 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.
Pros
- I love the notifications when the customer opens the proposal and the reports given so that you can learn what they are more interested in about our company.
- The statistics are so helpful, knowing what grabs customers attention is such a huge help. The sales and support is excellent, I would highly recommend this tool.
- It gives several options for walking through each step to better help you navigate. It also helps track the amount of revenue from each client before or after they accept your proposal.
Cons
- This makes it difficult to put into order. There is a delay in turning the pages of the proposal when viewing.
- We use our own IDs instead of the automatically generated ones however, every time you exit the proposal and reopen, you have to reenter the proposal ID. It's annoying but not a deal breaker.
- Sometimes the email ends up the scam box. Not knowing if that has occurred with any particular prospect creates a sense contradictory to what the software is for.
Pricing
Pricing Range
$
$
$
$
$
$
$
$
$
$
Product Demo & Screenshots
Product Demo
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Advisor Recommendations & User Awards
FrontRunners
The top products based on usability and customer satisfaction, as rated by user reviews. Check out our full methodology description for more detail.
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Advisor Recommendations
Our industry-specific advisors recommend products based on specific business needs. Connect with us to get your personalized recommendations.
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Additional Info
Ideal Customer Size
Small
Medium
Large
Small
Medium
Large
Deployments
Cloud, SaaS, Web-Based
Desktop - Mac
Desktop - Windows
Desktop - Linux
Desktop - Chromebook
On-Premise - Windows
On-Premise - Linux
Mobile - Android
Mobile - iPhone
Mobile - iPad
Cloud, SaaS, Web-Based
Desktop - Mac
Desktop - Windows
Desktop - Linux
Desktop - Chromebook
On-Premise - Windows
On-Premise - Linux
Mobile - Android
Mobile - iPhone
Mobile - iPad
Support and Training
Support
Email/Help Desk
FAQs/Forum
Knowledge Base
Phone Support
24/7 (Live Rep)
Chat
Email/Help Desk
FAQs/Forum
Knowledge Base
Phone Support
24/7 (Live Rep)
Chat
Training
In Person
Live Online
Webinars
Documentation
Videos
In Person
Live Online
Webinars
Documentation
Videos
