Compare Agile CRM and PandaDoc 
At a Glance
Market Segments
Small-Business (77.2% of reviews)
Small-Business (71.0% of reviews)
Entry-Level Pricing
$0 per month
$19.00 1 Seat cost Per Month
Agile CRM
Star Rating
(360)4.0 out of 5
Market Segments
Small-Business (77.2% of reviews)
Pros & Cons
Entry-Level Pricing
$0 per month
Browse all 4 pricing plansPandaDoc
Star Rating
(3,417)4.7 out of 5
Market Segments
Small-Business (71.0% of reviews)
Pros & Cons
Entry-Level Pricing
$19.00 1 Seat cost Per Month
Free Trial is available
Browse all 3 pricing plansSummary
AI Generated Summary
AI-generated. Powered by real user reviews.
- G2 reviewers report that Agile CRM excels in providing a comprehensive suite of tools, integrating contact management, deal tracking, and email marketing into one platform. Users appreciate this consolidation, noting it enhances effectiveness and simplifies their workflow.
- Users say that PandaDoc stands out for its user-friendly electronic signature feature, which streamlines the signing process. Reviewers highlight the convenience of autopopulated documents, saving them valuable time and reducing friction compared to traditional methods.
- According to verified reviews, Agile CRM is praised for its simplicity and practical interface, making it easy for teams to adopt and utilize effectively. Users mention that it supports end-to-end sales pipeline management, which is crucial for small businesses.
- Reviewers mention that PandaDoc offers excellent document organization features, allowing users to keep track of multiple files efficiently. The reminder system for document expirations is particularly appreciated, helping users stay on top of important tasks.
- G2 reviewers highlight that while Agile CRM is budget-friendly with a $0 entry-level price, it may not meet all advanced requirements for larger teams. Some users express challenges in configuration, indicating that it might not fully align with more complex workflows.
- Users report that PandaDoc's quality of support is a significant advantage, with many praising the responsiveness and helpfulness of the support team. This level of service contributes to a smoother user experience, especially for those navigating the platform for the first time.
Pricing
Entry-Level Pricing
Agile CRM
Free
$0
per month
For 10 Users
- 1000 Contacts & Companies
- Custom Data Fields
- Lead Scoring
PandaDoc
Essentials
$19.00
1 Seat cost Per Month
For creating impressive documents that generate results.
- All the Free plan features plus:
- 2 users
- Templates
Free Trial
Agile CRM
Free Trial is available
PandaDoc
Free Trial is available
Ratings
Meets Requirements
8.1
318
9.2
2,568
Ease of Use
8.1
318
9.2
2,596
Ease of Setup
7.8
172
9.1
1,622
Ease of Admin
8.2
165
9.1
1,269
Quality of Support
7.9
311
9.1
2,090
Has the product been a good partner in doing business?
7.9
164
9.3
1,245
Product Direction (% positive)
7.7
314
9.2
2,408
Features by Category
Signature Process
Not enough data
9.6
1761
|
Verified
Not enough data
9.1
1599
|
Verified
Not enough data
9.4
1665
|
Verified
Not enough data
9.0
1423
|
Verified
Not enough data
9.3
1563
|
Verified
Not enough data
8.6
1072
|
Verified
Not enough data
8.7
1292
|
Verified
Not enough data
9.3
1577
|
Verified
Agentic AI - E-Signature
Not enough data
7.3
179
Not enough data
7.6
175
Not enough data
7.6
174
Not enough data
7.6
174
Not enough data
7.5
175
Not enough data
7.5
176
Security and Scalability
Not enough data
9.2
1311
|
Verified
Not enough data
9.4
1448
|
Verified
Not enough data
9.0
1145
|
Verified
Platform
Not enough data
8.7
1098
|
Verified
Not enough data
9.0
1149
|
Verified
Not enough data
8.6
894
|
Verified
Not enough data
9.2
1232
|
Verified
Not enough data
8.3
925
|
Verified
Sales Force Automation
8.1
37
|
Verified
Not enough data
7.5
29
Not enough data
7.6
34
|
Verified
Not enough data
7.7
35
|
Verified
Not enough data
7.2
30
|
Verified
Not enough data
7.1
28
|
Verified
Not enough data
7.4
29
|
Verified
Not enough data
7.0
27
|
Verified
Not enough data
7.5
30
|
Verified
Not enough data
Marketing Automation
7.3
35
|
Verified
Not enough data
7.7
32
|
Verified
Not enough data
7.2
35
|
Verified
Not enough data
6.7
32
|
Verified
Not enough data
Customer Support
7.0
33
|
Verified
Not enough data
6.6
33
|
Verified
Not enough data
6.5
33
|
Verified
Not enough data
6.2
31
|
Verified
Not enough data
6.9
30
|
Verified
Not enough data
Reporting & Analytics
7.0
30
|
Verified
Not enough data
7.1
33
|
Verified
Not enough data
6.8
28
|
Verified
Not enough data
Mobile & Social
7.9
26
|
Verified
Not enough data
8.4
24
|
Verified
Not enough data
7.9
25
|
Verified
Not enough data
Platform
7.2
12
|
Verified
Not enough data
7.6
13
|
Verified
Not enough data
7.6
13
|
Verified
Not enough data
8.1
7
|
Verified
Not enough data
8.1
9
|
Verified
Not enough data
7.8
10
|
Verified
Not enough data
7.1
13
|
Verified
Not enough data
8.1
9
|
Verified
Not enough data
Integration
8.0
11
|
Verified
Not enough data
7.1
12
|
Verified
Not enough data
7.8
10
|
Verified
Not enough data
Generative AI
Not enough data
Not enough data
Agentic AI - CRM
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Email Marketing
7.4
21
|
Verified
Not enough data
7.1
21
|
Verified
Not enough data
6.7
21
|
Verified
Not enough data
7.5
21
|
Verified
Not enough data
Online Marketing
7.5
20
|
Verified
Not enough data
8.0
19
|
Verified
Not enough data
7.8
17
|
Verified
Not enough data
7.5
18
|
Verified
Not enough data
7.7
17
|
Verified
Not enough data
Lead Management
7.9
21
|
Verified
Not enough data
7.5
20
|
Verified
Not enough data
7.2
19
|
Verified
Not enough data
7.8
20
|
Verified
Not enough data
7.1
21
|
Verified
Not enough data
7.4
20
|
Verified
Not enough data
8.1
20
|
Verified
Not enough data
7.9
20
|
Verified
Not enough data
Campaign Management
7.9
21
|
Verified
Not enough data
8.2
19
|
Verified
Not enough data
8.3
19
|
Verified
Not enough data
8.5
18
Not enough data
Social
8.0
17
|
Verified
Not enough data
8.4
17
|
Verified
Not enough data
8.8
17
|
Verified
Not enough data
8.4
17
|
Verified
Not enough data
8.0
17
|
Verified
Not enough data
Reporting & Analytics
8.6
20
|
Verified
Not enough data
8.9
19
|
Verified
Not enough data
7.7
18
|
Verified
Not enough data
8.7
19
|
Verified
Not enough data
8.0
18
|
Verified
Not enough data
Platform
8.0
5
|
Verified
Not enough data
8.3
5
|
Verified
Not enough data
8.0
5
|
Verified
Not enough data
7.7
5
|
Verified
Not enough data
7.3
5
|
Verified
Not enough data
8.3
5
|
Verified
Not enough data
7.7
5
|
Verified
Not enough data
Agentic AI - Marketing Automation
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Integration
7.7
5
|
Verified
Not enough data
8.3
5
|
Verified
Not enough data
8.0
5
|
Verified
Not enough data
Ticket and Case Management
9.0
10
|
Verified
Not enough data
9.0
10
|
Verified
Not enough data
9.0
10
|
Verified
Not enough data
8.8
10
|
Verified
Not enough data
8.5
10
|
Verified
Not enough data
8.5
10
|
Verified
Not enough data
8.2
10
|
Verified
Not enough data
8.5
10
|
Verified
Not enough data
Generative AI
Not enough data
Not enough data
Not enough data
Not enough data
Agentic AI - Help Desk
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Communication Channels
9.2
10
|
Verified
Not enough data
8.2
10
|
Verified
Not enough data
8.0
10
|
Verified
Not enough data
7.5
10
|
Verified
Not enough data
7.8
9
|
Verified
Not enough data
Platform
6.3
5
Not enough data
7.8
6
|
Verified
Not enough data
8.0
5
|
Verified
Not enough data
8.0
5
|
Verified
Not enough data
7.2
6
|
Verified
Not enough data
8.9
6
|
Verified
Not enough data
Configuration - cpq
Not enough data
8.8
76
|
Verified
Not enough data
8.9
32
|
Verified
Not enough data
8.7
71
|
Verified
Not enough data
8.6
71
|
Verified
Not enough data
8.8
72
|
Verified
Pricing
Not enough data
8.4
77
|
Verified
Not enough data
7.9
75
|
Verified
Not enough data
8.4
67
|
Verified
Not enough data
8.8
72
|
Verified
Not enough data
8.8
70
|
Verified
Not enough data
8.6
61
|
Verified
Quoting
Not enough data
8.4
68
|
Verified
Not enough data
8.3
66
|
Verified
Not enough data
8.9
74
|
Verified
Not enough data
8.6
62
|
Verified
Not enough data
8.8
75
|
Verified
Admin
Not enough data
9.2
239
|
Verified
Not enough data
8.8
212
|
Verified
Not enough data
8.9
202
|
Verified
Not enough data
9.2
236
|
Verified
Channels
Not enough data
8.4
63
|
Verified
Not enough data
8.5
53
|
Verified
Not enough data
9.0
29
|
Verified
Platform
Not enough data
8.6
177
|
Verified
Not enough data
8.8
154
|
Verified
Not enough data
8.9
157
|
Verified
Not enough data
9.3
215
|
Verified
Not enough data
8.9
222
|
Verified
Not enough data
8.8
13
Generative AI - cpq
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Document Creation
Not enough data
8.8
932
|
Verified
Not enough data
8.7
938
|
Verified
Not enough data
8.3
788
|
Verified
Not enough data
8.9
885
|
Verified
Not enough data
9.0
905
|
Verified
Not enough data
8.8
869
|
Verified
Workflow
Not enough data
8.6
870
|
Verified
Not enough data
8.6
759
|
Verified
Not enough data
8.7
756
|
Verified
Analytics
Not enough data
9.0
859
|
Verified
Not enough data
8.6
740
|
Verified
Not enough data
8.6
800
|
Verified
Administration and Platform
Not enough data
8.8
832
|
Verified
Not enough data
8.9
899
|
Verified
Not enough data
8.3
759
|
Verified
Not enough data
9.2
878
|
Verified
Not enough data
8.2
553
|
Verified
Not enough data
8.3
653
|
Verified
Generative AI
Not enough data
7.4
239
Contract Management Platform Features
Not enough data
9.1
987
|
Verified
Not enough data
9.1
950
|
Verified
Not enough data
8.8
971
|
Verified
Not enough data
9.0
884
|
Verified
Not enough data
8.9
863
|
Verified
Not enough data
9.2
918
|
Verified
Not enough data
9.1
981
|
Verified
Not enough data
9.0
895
|
Verified
Not enough data
8.6
779
|
Verified
Not enough data
8.9
911
|
Verified
Generative AI
Not enough data
8.1
266
Not enough data
8.2
258
Agentic AI - Contract Management
Not enough data
7.9
82
Functionality
Not enough data
9.3
39
Not enough data
9.3
35
Not enough data
9.2
34
Design and Customization
8.3
5
Not enough data
8.3
5
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Campaigns
8.3
5
Not enough data
9.0
5
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Integrations
7.3
5
Not enough data
Not enough data
Not enough data
8.7
5
Not enough data
Not enough data
Not enough data
Generative AI
Not enough data
Not enough data
Agentic AI - Vulnerability Scanner
Not enough data
Not enough data
Not enough data
Not enough data
Data Sources
Not enough data
8.8
610
Not enough data
8.4
520
Not enough data
9.1
672
Generation
Not enough data
9.2
703
Not enough data
Feature Not Available
Not enough data
9.1
661
Delivery
Not enough data
9.2
644
Not enough data
Feature Not Available
Not enough data
8.8
518
Generative AI
Not enough data
7.9
218
Not enough data
7.9
216
Not enough data
7.7
215
Not enough data
7.7
212
Agentic AI - Document Generation
Not enough data
7.4
86
Platform Basics
Not enough data
Not enough data
Not enough data
Not enough data
Artificial Intelligence Capabilities
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Contract Data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Generative AI
Not enough data
Not enough data
Page Customization
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Page Optimization
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Integrations
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Generative AI
Not enough data
Not enough data
Agentic AI - Landing Page Builders
Not enough data
Not enough data
Customization
Not enough data
9.1
137
Not enough data
8.7
123
Not enough data
9.2
135
Not enough data
9.2
135
Additional Functionality
Not enough data
8.9
119
Not enough data
8.0
113
Not enough data
9.4
140
Not enough data
8.7
117
Not enough data
9.0
120
Generative AI
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Communication
9.0
8
|
Verified
Not enough data
9.0
8
|
Verified
Not enough data
8.5
8
|
Verified
Not enough data
8.1
7
|
Verified
Not enough data
8.6
6
Not enough data
Internal Use
7.8
6
|
Verified
Not enough data
8.5
8
|
Verified
Not enough data
9.2
8
Not enough data
8.3
8
|
Verified
Not enough data
9.0
8
|
Verified
Not enough data
8.3
7
|
Verified
Not enough data
Agentic AI - Salesforce AppExchange Apps
Not enough data
8.5
9
Not enough data
8.5
9
Not enough data
8.3
8
Not enough data
7.8
9
Not enough data
8.3
9
Not enough data
8.5
9
Not enough data
8.3
9
Agentic AI - Email Tracking
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Analytics
7.2
18
Not enough data
6.8
18
Not enough data
7.5
17
Not enough data
Customizations
6.8
17
Not enough data
7.4
17
Not enough data
7.8
17
Not enough data
7.1
16
Not enough data
6.9
17
Not enough data
Generative AI
Not enough data
Not enough data
Categories
Categories
Shared Categories
Agile CRM and PandaDoc are categorized as Online Form Builder
Unique Categories
Agile CRM is categorized as Marketing Automation, Landing Page Builders, Pop-Up Builder, Email Tracking, Help Desk, Live Chat, and CRM
PandaDoc is categorized as Contract Analytics, Document Management, E-Signature, E-Notary, Proposal, Document Generation, Salesforce AppExchange Apps, CPQ, and Contract Management
Reviews
Reviewers' Company Size
Agile CRM
Small-Business(50 or fewer emp.)
Mid-Market(51-1000 emp.)
Enterprise(> 1000 emp.)
PandaDoc
Small-Business(50 or fewer emp.)
Mid-Market(51-1000 emp.)
Enterprise(> 1000 emp.)
Small-Business
(50 or fewer emp.)
Mid-Market
(51-1000 emp.)
Enterprise
(> 1000 emp.)
Reviewers' Industry
Marketing and Advertising
15.3%
Information Technology and Services
13.3%
Computer Software
6.8%
Financial Services
4.5%
Internet
4.2%
Other
55.8%
Marketing and Advertising
9.8%
Computer Software
9.6%
Information Technology and Services
8.4%
Construction
4.4%
Financial Services
4.1%
Other
63.7%
Alternatives
Discussions
What is Agile CRM used for?
1 Comment
B
Agile CRM is a type of customer relationship management software that aims to improve and simplify different areas of managing and interacting with...Read more
Why are you tear down their state-of-the-art product?
1 Comment
AM
They keep pushing their new product, and AgileCRM is not being maintained. Campaigns are not working and no one is fixing it. We are looking to switch.Read more
Any power users who are making Agile deliver ?
1 Comment
JJ
I used to find it great, but we are moving away to One Page CRM for managing prospects and leads, and Woodpecker for cold email.
Could you use tags to...Read more
Is PandaDoc safe?
9 Comments
RP
I believe so. We push out and manage a large volume of agreements and no issues so far.Read more
What is PandaDoc used for?
4 Comments
AB
PandaDoc is primarily used to e-sign documents (to collect electronic signatures), but it also has decent document creation capabilities (full-features...Read more
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