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.

It has been an amazing resource for acquiring and organizing our leads and the calendar and note taking ability is unmatched.

The most hated part of Zoho is its Customer support , it is very pathetic and sometimes it is very glitchy which makes the CRM unusable.

Easy to use, has a good free tier, innovative, friendly UI and UX, a good product in general, good mobile application.

Easy setup, they have different templates for different industries which is nice, can quite easily adjust it with the Zoho Creator, customer support is great too.

This is such an amazing application and customer support on this product is amazing.

I LOVE THAT WE CAN ACCESS FROM ANYWHERE. WOULD LOVE TO INCORPORATED FOR THE FULL STAFF BUT IS BEING USED FOR CERTAIN STAFF ONLY.

The best is contacts and accounts flexibility. Also seamless integration with Zoho Finance suite, which is very good.

Great product for the price. Easy of use and being compatible with other CRM programs, makes it a winner for our company.

My overall experience has been one filled with struggle and frustration.

I really loved the software and recommended it to many of my customers and they are happy with it for months now.

We've got some problem with the email invitations often sent into the spam folder of our customers... but it's a common problem with other CRM I guess.

It is useful for business purpose as it helps maintaining connection with clients and helps to build great customer relations.

I have used other platforms, however there is something very user friendly about this solution, the customer support team and extremley helpful and on hand to answer any enquiries they are patient.

The integration is really awesome, also tracking the invoices and payment really impressive, just I'm not totally satisfied with​ the interface.

Reporting part is also good as compared to other clients, apart from this it analytics capabilities are also awesome.

You get different answers from different customer representatives and the lack of an account manager is painful. App store is full of apps that barely work or aren't maintained.

The reporting system of this software is the best thing I like most about this software. The format of reporting is the best thing.

Best CRM available in the market, Very easy to setup and use. My clients love using the CRM and very user friendly software tool.

Overall, we are happy with Zoho. They are good people, provide great support, and you can't beat the value for money equation.

It’s great to have such an amazing chat support. Overall I’m loving this database and all of its functions.

I love the free account and so does my team. It’s easy to use (once setup) and customer service has always been great.

This is a very easy to use CRM that helps stay on top of all my contacts. Amazing features for a free crm.

This is absolutely great CRM for a medium and big companies. One of the best clients cards, easy integrations and great solution for sales and marketing.

This is a good software to use for the beginners, support is awesome and compared to other alternatives in the market this is pocket friendly as well.

India customer service that can be hard to understand, the use of CRM platform can be confusing and disjointed.

Misleading information during the trial phase. Always upselling their useless apps through Zoho one.

Highly recommended and nice product for startups especially, who are looking for budget friendly and reliable product.

Great features, great integrations, nice price. Good instructions, and even a full course on Linkedin Learning.

The UI is so confusing that I had trouble discovering the features that I needed.

Sometimes, i can even login to the platform and keep showing an error for the Captcha. Other than that, the email template that are provided is difficult to edit and not many option to customized it.

I primarily use it for business e-mails and internal communication. I love how clean and organized it keeps all of my e-mails, and I love the tabs and how customizable my inbox is.

Reminders are extremely helpful in followups. Campaign analytics are really awesome and gives the best analytics to identify the top leads.

The RingCentral integration is especially great with company wide caller ID that syncs with all Modules and the integration between the Zoho ecosystem is just great.

The calendar is pretty good, it has a very good and constant feedback, graphs and charts are really useful.

We are happy overall with the Zoho experience. It is perfect for us to collect sales data and to see graphically where we are for the year.

It is super user friendly and customizable to fit your needs. It allows you to really connect with your customers - with ease.

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

Zoho CRM is a cloud-based business management platform that caters to businesses of all sizes. It offers sales and marketing automation tools with helpdesk, analytics and customer support functions.


Zoho CRM helps users respond to customers across channels in real-time. Zia, Zoho CRM's AI-powered sales assistant, can predict an appropriate time to contact customers. It scans emails for urgency and can display relevant statistics or documents when performing searches. Users can integrate with G Suite, WordPress, MailChimp, Evernote, Unbounce and other third-party systems. Zoho CRM's software development kits provide tools to build custom functions to add to the CRM.


Zoho CRM is available on monthly or annual subscriptions and support is extended via phone, email, documentation and other online measures.



Commenting/Notes

Third-Party Integration

Real Time Analytics

Free Edition  (CRM for entrepreneurs) - Forever free upto 3 Users.

Standard Edition (Sales tracking for Small Businesses) - $14/user/month (billed annually).

Professional Edition (Complete CRM for any SME) - $23/user/month (billed annually).

Enterprise Edition (CRM for multi-level organizations) - $40/user/month (billed annually).

Ultimate Edition (CRM for large-scale organizations) - $52/user/month (billed annually).

PandaDoc vs Zoho CRM

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