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# Formstack Documents vs PandaDoc Comparison - What are their main differences?

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Formstack DocumentsPandaDoc[+ Add Product](#)

Reviews

**Formstack Documents** [

4.5/5(153)

](https://www.g2.com/products/formstack-documents/reviews#reviews)

**PandaDoc** [

4.7/5(3,820)

](https://www.g2.com/products/pandadoc/reviews#reviews)

Pricing

**Formstack Documents**
Free Trial

**$110** per month · Starter

**PandaDoc**
Free Trial

**$19.00** 1 Seat cost Per Month · Essentials

**Pricing Insights**
from reviews

Time to Implement

**Formstack Documents**
1 month

Based on 13 responses

**PandaDoc**
1 month

Based on 882 responses

Return on Investment

**Formstack Documents**
9 months

Based on 9 responses

**PandaDoc**
8 months1 month sooner

Based on 801 responses

Perceived Cost

**Formstack Documents**
$$$$$

**PandaDoc**
$$$$$

Average Discount

**Formstack Documents**
8%

**PandaDoc**
9%1% more

Pros & Cons

**Formstack Documents**
[
Integrations (6)
](https://www.g2.com/products/formstack-documents/reviews?filters%5Bsentiment_snippet%5D=1285032&qs=pros-and-cons#reviews)[
Automations (5)
](https://www.g2.com/products/formstack-documents/reviews?filters%5Bsentiment_snippet%5D=1283973&qs=pros-and-cons#reviews)[
Learning Curve (2)
](https://www.g2.com/products/formstack-documents/reviews?filters%5Bsentiment_snippet%5D=1285123&qs=pros-and-cons#reviews)[
Bug Issues (1)
](https://www.g2.com/products/formstack-documents/reviews?filters%5Bsentiment_snippet%5D=1284964&qs=pros-and-cons#reviews)

**PandaDoc**
[
Ease of Use (718)
](https://www.g2.com/products/pandadoc/reviews?filters%5Bsentiment_snippet%5D=1640374&qs=pros-and-cons#reviews)[
Document Management (353)
](https://www.g2.com/products/pandadoc/reviews?filters%5Bsentiment_snippet%5D=1643902&qs=pros-and-cons#reviews)[
Missing Features (120)
](https://www.g2.com/products/pandadoc/reviews?filters%5Bsentiment_snippet%5D=1643969&qs=pros-and-cons#reviews)[
Expensive (109)
](https://www.g2.com/products/pandadoc/reviews?filters%5Bsentiment_snippet%5D=1641641&qs=pros-and-cons#reviews)

Integrations

**Formstack Documents**
Not enough data

**PandaDoc**
[

 ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/large_detail/large_detail_24587f96a3fcccbd1a27958aacca893c/actionstep.png "Product Avatar Image")

Actionstep

](https://www.g2.com/products/actionstep/reviews)[

 ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/large_detail/large_detail_d06214a78a4c42bbd28cfa5c5d8b7b38/acuity-scheduling.png "Product Avatar Image")

Acuity Scheduling

](https://www.g2.com/products/acuity-scheduling/reviews)[

 ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/large_detail/large_detail_e89d21750715f4646ed61c011b2917dc/adobe-acrobat.png "Product Avatar Image")

Adobe Acrobat

](https://www.g2.com/products/adobe-acrobat/reviews)[

 ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/large_detail/large_detail_d6baa37f3fd778d1adc429bf82873583/agiloft-agiloft-contract-management-suite%282%29.png "Product Avatar Image")

Agiloft Contract Management...

](https://www.g2.com/products/agiloft-agiloft-contract-management-suite/reviews)[
View all
](https://www.g2.com/products/pandadoc/integrations)

Screenshots

**Formstack Documents**
 ![Formstack Documents screenshot](https://images.g2crowd.com/cdn-cgi/image/width=600,height=600,fit=scale-down,format=auto,onerror=redirect,/https://images.g2crowd.com/uploads/attachment/file/137691/Documents-Screenshot-1.png)

**PandaDoc**
 ![PandaDoc screenshot](https://images.g2crowd.com/cdn-cgi/image/width=600,height=600,fit=scale-down,format=auto,onerror=redirect,/https://images.g2crowd.com/uploads/attachment/file/112069/templates_2x-min.png)

Ratings

Meets Requirements

**Formstack Documents**

9.2

9.2134

**PandaDoc**

9.2

9.22,847

Ease of Use

**Formstack Documents**

8.2

8.2136

**PandaDoc**

9.2

9.22,883

Ease of Setup

**Formstack Documents**

8.0

8.0107

**PandaDoc**

9.1

9.11,902

Ease of Admin

**Formstack Documents**

8.6

8.6105

**PandaDoc**

9.1

9.11,437

Quality of Support

**Formstack Documents**

8.7

8.7125

**PandaDoc**

9.0

9.02,318

Has the product been a good partner in doing business?

**Formstack Documents**

9.0

9.0104

**PandaDoc**

9.2

9.21,412

Product Direction (% positive)

**Formstack Documents**

8.6

8.6132

**PandaDoc**

9.1

9.12,610

Features

Document Generation[Hide 62 FeaturesShow 62 Features](javascript:void(0);)

7.8

47

8.4

836

Data Sources

Software

8.1

45

8.8(won by 0.7)

610

 (There is a greater than 0.5 difference between this product's rating and its competitors)

Spreadsheets

7.4

45

8.4(won by 1.0)

519

 (There is a greater than 0.5 difference between this product's rating and its competitors)

Documents

8.4

46

9.1(won by 0.7)

673

 (There is a greater than 0.5 difference between this product's rating and its competitors)

Generation

Templates

8.4

45

9.2(won by 0.8)

707

 (There is a greater than 0.5 difference between this product's rating and its competitors)

Branding

8.0

42

9.1(won by 1.1)

660

 (There is a greater than 0.5 difference between this product's rating and its competitors)

Automation

8.6(won by default)

45

Feature Not Available

Email Templates

Not enough data

Not enough data

Alerts/Notifications

Not enough data

Not enough data

Document Templates

Not enough data

Not enough data

Customizable Templates

Not enough data

Not enough data

Delivery

Workflow

8.4

42

9.2(won by 0.8)

643

 (There is a greater than 0.5 difference between this product's rating and its competitors)

Batch

7.8

40

8.8(won by 1.0)

517

 (There is a greater than 0.5 difference between this product's rating and its competitors)

Schedule

7.8(won by default)

39

Feature Not Available

Compliance Management

Not enough data

Not enough data

Workflow Management

Not enough data

Not enough data

Generative AI

AI Text Generation

7.3

27

7.9(won by 0.6)

218

 (There is a greater than 0.5 difference between this product's rating and its competitors)

AI Text Summarization

7.0

27

7.9(won by 0.9)

216

 (There is a greater than 0.5 difference between this product's rating and its competitors)

AI Text-to-Image

6.8

27

7.7(won by 0.9)

215

 (There is a greater than 0.5 difference between this product's rating and its competitors)

AI Image-to-Text

6.9

27

7.7(won by 0.8)

212

 (There is a greater than 0.5 difference between this product's rating and its competitors)

Generative AI

Not enough data

Not enough data

Document Generation

Not enough data

Not enough data

Agentic AI - Document Generation

Autonomous Task Execution

Not enough data

7.4(won by default)

86

Additional Functionality

Customizable Forms

Not enough data

Not enough data

Multiple Format Support

Not enough data

Not enough data

Activity Dashboard

Not enough data

Not enough data

Activity Tracking

Not enough data

Not enough data

Drag & Drop

Not enough data

Not enough data

Digital Signature

Not enough data

Not enough data

Collaboration Tools

Not enough data

Not enough data

API

Not enough data

Not enough data

Search/Filter

Not enough data

Not enough data

Third-Party Integrations

Not enough data

Not enough data

Text Editing

Not enough data

Not enough data

Audit Trail

Not enough data

Not enough data

Approval Process Control

Not enough data

Not enough data

Content Management

Not enough data

Not enough data

Multiple Output Formats

Not enough data

Not enough data

Offline Access

Not enough data

Not enough data

Data Import/Export

Not enough data

Not enough data

Access Controls/Permissions

Not enough data

Not enough data

Forms Management

Not enough data

Not enough data

Data Synchronization

Not enough data

Not enough data

Content Library

Not enough data

Not enough data

Customizable Fields

Not enough data

Not enough data

Multi-Language

Not enough data

Not enough data

Data Storage Management

Not enough data

Not enough data

Contract Drafting

Not enough data

Not enough data

Archiving & Retention

Not enough data

Not enough data

Full Text Search

Not enough data

Not enough data

Interaction Tracking

Not enough data

Not enough data

Contract/License Management

Not enough data

Not enough data

Document Review

Not enough data

Not enough data

Batch Processing

Not enough data

Not enough data

Conditional Logic

Not enough data

Not enough data

Document Management

Not enough data

Not enough data

Document Storage

Not enough data

Not enough data

Template Management

Not enough data

Not enough data

Electronic Signature

Not enough data

Not enough data

Reporting & Statistics

Not enough data

Not enough data

Version Control

Not enough data

Not enough data

AI Copilot

Not enough data

Not enough data

Workflow Automation

Not enough data

Not enough data

E-Signature[Hide 79 FeaturesShow 79 Features](javascript:void(0);)

Not enough data

8.4

2,057

Signature Process

Document Signing

Not enough data

9.6(won by default)

1848

|

Verified

Reminders and Expirations

Not enough data

9.1(won by default)

1631

|

Verified

Sign-In Process

Not enough data

9.4(won by default)

1683

|

Verified

Mobile Signatures

Not enough data

9.0(won by default)

1450

|

Verified

Signature Workflow

Not enough data

9.3(won by default)

1590

|

Verified

Bulk Digital Signatures 

Not enough data

8.6(won by default)

1078

|

Verified

Reporting

Not enough data

8.7(won by default)

1294

|

Verified

Signature Document Creation

Not enough data

9.3(won by default)

1599

|

Verified

Multi-Party Signing

Not enough data

8.3(won by default)

6

Electronic Signature

Not enough data

9.5(won by default)

20

Agentic AI - E-Signature

Autonomous Task Execution

Not enough data

7.4(won by default)

180

Cross-system Integration

Not enough data

7.6(won by default)

177

Adaptive Learning

Not enough data

7.6(won by default)

175

Natural Language Interaction

Not enough data

7.6(won by default)

174

Proactive Assistance

Not enough data

7.4(won by default)

175

Decision Making

Not enough data

7.5(won by default)

176

Third-Party Integrations

Not enough data

Not enough data

Multi-Language

Not enough data

Not enough data

Security and Scalability

Regulatory Compliance

Not enough data

9.2(won by default)

1316

|

Verified

Signature History and Audit

Not enough data

9.4(won by default)

1463

|

Verified

Enterprise Scalability

Not enough data

9.0(won by default)

1150

|

Verified

Platform

Custom Branding

Not enough data

8.7(won by default)

1095

|

Verified

User, Role, and Access Management

Not enough data

8.9(won by default)

1150

|

Verified

Internationalization

Not enough data

8.6(won by default)

885

|

Verified

Performance and Reliability

Not enough data

9.2(won by default)

1229

|

Verified

Integration APIs

Not enough data

8.3(won by default)

918

|

Verified

Template Management

Not enough data

4.7(won by default)

11

Forms Management

Not enough data

6.0(won by default)

5

Document Management

Not enough data

9.2(won by default)

6

Email Management

Not enough data

Not enough data

Mobile Access

Not enough data

Not enough data

Contact Management

Not enough data

Not enough data

Compliance Management

Not enough data

Not enough data

Workflow Management

Not enough data

Not enough data

Contract/License Management

Not enough data

Not enough data

Renewal Management

Not enough data

Not enough data

Registration Management

Not enough data

Not enough data

Event Management

Not enough data

Not enough data

Marketing Management

Not enough data

Not enough data

Expiration Management

Not enough data

Not enough data

Offline Access

Not enough data

Not enough data

Video Management

Not enough data

Not enough data

Additional Functionality

File Sharing

Not enough data

Not enough data

Approval Process Control

Not enough data

Not enough data

Alerts/Notifications

Not enough data

Not enough data

Authentication

Not enough data

Not enough data

Data Security

Not enough data

Not enough data

Reminders

Not enough data

Not enough data

Reporting & Statistics

Not enough data

Not enough data

Access Controls/Permissions

Not enough data

Not enough data

Version Control

Not enough data

Not enough data

Single Sign On

Not enough data

Not enough data

Audit Trail

Not enough data

Not enough data

AI Copilot

Not enough data

Not enough data

Activity Dashboard

Not enough data

Not enough data

Encryption

Not enough data

Not enough data

Signature Capture

Not enough data

Not enough data

Document Conversion

Not enough data

Not enough data

Drag & Drop

Not enough data

Not enough data

Archiving & Retention

Not enough data

Not enough data

Team Collaboration

Not enough data

Not enough data

Generative AI

Not enough data

Not enough data

Status Tracking

Not enough data

Not enough data

Customizable Fields

Not enough data

Not enough data

Searchable Database

Not enough data

Not enough data

QR Codes

Not enough data

Not enough data

Two-Factor Authentication

Not enough data

Not enough data

Search/Filter

Not enough data

Not enough data

Multi-Location

Not enough data

Not enough data

Real-Time Data

Not enough data

Not enough data

Data Synchronization

Not enough data

Not enough data

Age Verification

Not enough data

Not enough data

Customer Database

Not enough data

Not enough data

Secure Data Storage

Not enough data

Not enough data

Waiver Kiosk

Not enough data

Not enough data

Data Import/Export

Not enough data

Not enough data

Photo Capture

Not enough data

Not enough data

Conditional Logic

Not enough data

Not enough data

Customizable Templates

Not enough data

Not enough data

CPQ[Hide 65 FeaturesShow 65 Features](javascript:void(0);)

Not enough data

8.7

408

Configuration - cpq

Product Catalog

Not enough data

8.8(won by default)

77

|

Verified

Guided Selling

Not enough data

8.9(won by default)

32

|

Verified

Configuration Rules

Not enough data

8.7(won by default)

73

|

Verified

Price Configuration

Not enough data

8.7(won by default)

73

|

Verified

Visual Configuration

Not enough data

8.8(won by default)

72

|

Verified

Pricing

Pricing Flexibility

Not enough data

8.4(won by default)

78

|

Verified

Discounting

Not enough data

8.0(won by default)

77

|

Verified

Commerical Rules

Not enough data

8.4(won by default)

67

|

Verified

Terms and Conditions

Not enough data

8.9(won by default)

74

|

Verified

Approval Workflow

Not enough data

8.8(won by default)

70

|

Verified

Renewals

Not enough data

8.6(won by default)

61

|

Verified

Quoting

Grouping

Not enough data

8.4(won by default)

68

|

Verified

Version Control

Not enough data

8.2(won by default)

69

|

Verified

Quote Document Generation

Not enough data

8.9(won by default)

83

|

Verified

Ordering

Not enough data

8.6(won by default)

62

|

Verified

Contracts

Not enough data

8.9(won by default)

80

|

Verified

Approval Process Control

Not enough data

Not enough data

Admin

Configuration Ease of Admin

Not enough data

9.2(won by default)

238

|

Verified

Pricing Administration

Not enough data

8.9(won by default)

211

|

Verified

Workflow Management

Not enough data

8.9(won by default)

201

|

Verified

Document Management

Not enough data

9.2(won by default)

235

|

Verified

Contact Management

Not enough data

Not enough data

Discount Management

Not enough data

Not enough data

Catalog Management

Not enough data

Not enough data

Contract/License Management

Not enough data

Not enough data

Renewal Management

Not enough data

Not enough data

Price/Margin Management

Not enough data

Not enough data

Order Management

Not enough data

Not enough data

Channels

Mobile User Support

Not enough data

8.4(won by default)

64

|

Verified

Channel Partner Support

Not enough data

8.5(won by default)

54

|

Verified

eCommerce

Not enough data

9.0(won by default)

29

|

Verified

Platform

CRM Integration

Not enough data

8.6(won by default)

176

|

Verified

Integration API

Not enough data

8.8(won by default)

153

|

Verified

Internationalization

Not enough data

9.0(won by default)

156

|

Verified

Scalability

Not enough data

9.4(won by default)

214

|

Verified

Reporting and Dashboards

Not enough data

8.9(won by default)

221

|

Verified

ERP Integration

Not enough data

8.8(won by default)

13

Activity Dashboard

Not enough data

Not enough data

Third-Party Integrations

Not enough data

Not enough data

Generative AI - cpq

Dynamic Quoting

Not enough data

Not enough data

Dynamic Pricing

Not enough data

Not enough data

Personalized Sale Recommendations

Not enough data

Not enough data

Additional Functionality

Price and Cost Calculations

Not enough data

Not enough data

Data Visualization

Not enough data

Not enough data

Rules Engine

Not enough data

Not enough data

Real-Time Data

Not enough data

Not enough data

Quotes/Estimates

Not enough data

Not enough data

Audit Trail

Not enough data

Not enough data

Drag & Drop

Not enough data

Not enough data

Access Controls/Permissions

Not enough data

Not enough data

Sales Automation

Not enough data

Not enough data

Document Storage

Not enough data

Not enough data

AI Copilot

Not enough data

Not enough data

CRM

Not enough data

Not enough data

Customizable Templates

Not enough data

Not enough data

Product Configurator

Not enough data

Not enough data

Self Service Portal

Not enough data

Not enough data

Forecasting

Not enough data

Not enough data

Bills of Material

Not enough data

Not enough data

Multi-Currency

Not enough data

Not enough data

Generative AI

Not enough data

Not enough data

Customizable Branding

Not enough data

Not enough data

Electronic Signature

Not enough data

Not enough data

Document Templates

Not enough data

Not enough data

Reporting & Statistics

Not enough data

Not enough data

Proposal[Hide 47 FeaturesShow 47 Features](javascript:void(0);)

Not enough data

8.6

1,246

Document Creation

Customizability: Variables and Fields

Not enough data

8.8(won by default)

946

|

Verified

Template Creation and Flexibility

Not enough data

8.7(won by default)

984

|

Verified

Rich Media

Not enough data

8.3(won by default)

791

|

Verified

Online Document Creation

Not enough data

8.9(won by default)

895

|

Verified

PDF Creation

Not enough data

9.0(won by default)

916

|

Verified

Custom Branding

Not enough data

8.8(won by default)

881

|

Verified

Workflow

Document Builder Interface

Not enough data

8.6(won by default)

895

|

Verified

Collaborative Creation

Not enough data

8.6(won by default)

761

|

Verified

Assembly and Approval Workflows

Not enough data

8.7(won by default)

763

|

Verified

Analytics

Engagement Tracking

Not enough data

9.0(won by default)

875

|

Verified

Proposal Effectiveness Reporting

Not enough data

8.5(won by default)

739

|

Verified

Reporting and Dashboards

Not enough data

8.6(won by default)

803

|

Verified

Administration and Platform

User, Role, and Access Management

Not enough data

8.8(won by default)

839

|

Verified

Alerts and Notifications

Not enough data

8.9(won by default)

907

|

Verified

CRM Integration

Not enough data

8.3(won by default)

777

|

Verified

Electronic Signature

Not enough data

9.2(won by default)

913

|

Verified

CPQ Integration

Not enough data

8.2(won by default)

555

|

Verified

API / Integrations

Not enough data

8.3(won by default)

662

|

Verified

Contract/License Management

Not enough data

Not enough data

Knowledge Base Management

Not enough data

Not enough data

Contact Management

Not enough data

Not enough data

RFP Management

Not enough data

Not enough data

Workflow Management

Not enough data

Not enough data

Document Management

Not enough data

Not enough data

Task Management

Not enough data

Not enough data

API

Not enough data

Not enough data

Generative AI

AI Text Generation

Not enough data

7.4(won by default)

245

Generative AI

Not enough data

Not enough data

Proposal Generation

Not enough data

Not enough data

Additional Functionality

Templates

Not enough data

7.9(won by default)

7

Collaboration Tools

Not enough data

Not enough data

AI Copilot

Not enough data

Not enough data

CRM

Not enough data

Not enough data

Automatic Formatting

Not enough data

Not enough data

Client Portal

Not enough data

Not enough data

Access Controls/Permissions

Not enough data

Not enough data

Quotes/Estimates

Not enough data

Not enough data

Customizable Reports

Not enough data

Not enough data

Content Library

Not enough data

Not enough data

Data Import/Export

Not enough data

Not enough data

Document Review

Not enough data

Not enough data

Document Automation

Not enough data

Not enough data

Reminders

Not enough data

Not enough data

Audit Trail

Not enough data

Not enough data

Reporting & Statistics

Not enough data

Not enough data

Approval Process Control

Not enough data

Not enough data

Version Control

Not enough data

Not enough data

Contract Management[Hide 52 FeaturesShow 52 Features](javascript:void(0);)

Not enough data

9.0

1,278

Contract Management Platform Features

Contract Creation

Not enough data

9.1(won by default)

1016

|

Verified

Customizable Templates

Not enough data

9.0(won by default)

978

|

Verified

Contract Editing

Not enough data

8.8(won by default)

998

|

Verified

Contract Attachments

Not enough data

8.9(won by default)

891

|

Verified

Contract Collaboration

Not enough data

8.9(won by default)

873

|

Verified

Approval Process

Not enough data

9.2(won by default)

929

|

Verified

Notifications & Reminders

Not enough data

9.1(won by default)

997

|

Verified

Contract Database

Not enough data

9.0(won by default)

903

|

Verified

Integrations / APIs

Not enough data

8.6(won by default)

806

|

Verified

Reporting & Dashboards

Not enough data

8.9(won by default)

919

|

Verified

Alerts/Notifications

Not enough data

7.2(won by default)

9

Government Contracts

Not enough data

Not enough data

Specialty Contracts

Not enough data

Not enough data

Third-Party Integrations

Not enough data

Not enough data

Generative AI

AI Text Generation

Not enough data

8.1(won by default)

268

AI Text Summarization

Not enough data

8.2(won by default)

258

Generative AI

Not enough data

Not enough data

Agentic AI - Contract Management

Autonomous Task Execution

Not enough data

7.9(won by default)

82

Additional Functionality

Electronic Signature

Not enough data

9.9(won by default)

40

CRM

Not enough data

10.0(won by default)

11

Digital Signature

Not enough data

10.0(won by default)

25

Contract Drafting

Not enough data

10.0(won by default)

10

Activity Tracking

Not enough data

10.0(won by default)

14

Workflow Management

Not enough data

9.4(won by default)

9

Document Storage

Not enough data

6.7(won by default)

6

Customizable Fields

Not enough data

9.3(won by default)

7

Completion Tracking

Not enough data

10.0(won by default)

15

Document Management

Not enough data

9.2(won by default)

6

Reporting/Analytics

Not enough data

Not enough data

Full Text Search

Not enough data

Not enough data

Data Import/Export

Not enough data

Not enough data

Audit Management

Not enough data

Not enough data

Customizable Reports

Not enough data

Not enough data

Sell Side (Customers)

Not enough data

Not enough data

Task Management

Not enough data

Not enough data

Renewal Management

Not enough data

Not enough data

Annotations

Not enough data

Not enough data

Data Extraction

Not enough data

Not enough data

Audit Trail

Not enough data

Not enough data

Contract Negotiation

Not enough data

Not enough data

Drag & Drop

Not enough data

Not enough data

AI Redlining

Not enough data

Not enough data

Version Control

Not enough data

Not enough data

Contact Management

Not enough data

Not enough data

Access Controls/Permissions

Not enough data

Not enough data

AI Copilot

Not enough data

Not enough data

Document Review

Not enough data

Not enough data

Customizable Branding

Not enough data

Not enough data

Configurable Workflow

Not enough data

Not enough data

Compliance Tracking

Not enough data

Not enough data

Buy Side (Suppliers)

Not enough data

Not enough data

Payment Processing

Not enough data

Not enough data

E-Notary[Hide 3 FeaturesShow 3 Features](javascript:void(0);)

Not enough data

9.3

47

Functionality

Remote Notarization

Not enough data

9.3(won by default)

39

Journal Entries 

Not enough data

9.3(won by default)

35

Integration

Not enough data

9.2(won by default)

34

Document Creation[Hide 23 FeaturesShow 23 Features](javascript:void(0);)

7.2

30

Not enough data

Design

Graphics

7.3(won by default)

30

Not enough data

Templates

7.9(won by default)

29

Not enough data

Themes

7.4(won by default)

28

Not enough data

Collaboration

Multi-User Collaboration

Feature Not Available

Not enough data

Real-Time Communication

Feature Not Available

Not enough data

File Types

Export

7.9(won by default)

30

Not enough data

Import

7.6(won by default)

30

Not enough data

Web Publishing

7.0(won by default)

28

Not enough data

Edit & Revise

Document Editor

7.2(won by default)

29

Not enough data

Revision History

Feature Not Available

Not enough data

Suggestion Mode

Feature Not Available

Not enough data

Integrate & Embed

Calendar

6.5(won by default)

28

Not enough data

Website

6.8(won by default)

29

Not enough data

Applications

7.3(won by default)

28

Not enough data

Operating System

PC Operating System

7.7(won by default)

29

Not enough data

Mac Operating System

7.4(won by default)

28

Not enough data

Linux Operating System

6.7(won by default)

23

Not enough data

Generative AI

AI Text Generation

6.9(won by default)

21

Not enough data

AI Text Summarization

6.9(won by default)

21

Not enough data

AI Text-to-Image

7.0(won by default)

21

Not enough data

AI Text-to-Speech

6.8(won by default)

18

Not enough data

AI Image-to-Text

6.9(won by default)

19

Not enough data

Agentic AI - Document Creation

Proactive Assistance

Not enough data

Not enough data

Online Form Builder[Hide 44 FeaturesShow 44 Features](javascript:void(0);)

Not enough data

8.9

174

Customization

Custom Fields

Not enough data

9.1(won by default)

137

Conditional Logic

Not enough data

8.7(won by default)

123

Multi-page Forms

Not enough data

9.3(won by default)

136

Design

Not enough data

9.2(won by default)

135

Forms Creation & Design

Not enough data

Not enough data

Additional Functionality

Embedded Forms

Not enough data

8.9(won by default)

120

Offline Capability

Not enough data

8.0(won by default)

113

Notifications

Not enough data

9.4(won by default)

142

Payments

Not enough data

8.7(won by default)

118

Mobile Forms

Not enough data

9.0(won by default)

120

Customizable Forms

Not enough data

Not enough data

Real-Time Notifications

Not enough data

Not enough data

Alerts/Notifications

Not enough data

Not enough data

Additional Functionality

Search/Filter

Not enough data

Not enough data

AI Copilot

Not enough data

Not enough data

Commenting/Notes

Not enough data

Not enough data

Content Publishing Options

Not enough data

Not enough data

Reporting & Statistics

Not enough data

Not enough data

Content Library

Not enough data

Not enough data

Document Classification

Not enough data

Not enough data

Drag & Drop

Not enough data

Not enough data

Customizable Branding

Not enough data

Not enough data

SSL Security

Not enough data

Not enough data

API

Not enough data

Not enough data

Document Management

Not enough data

Not enough data

Document Storage

Not enough data

Not enough data

Collaboration Tools

Not enough data

Not enough data

Data Capture and Transfer

Not enough data

Not enough data

Autofill

Not enough data

Not enough data

Multi-Channel Distribution

Not enough data

Not enough data

Convert to PDF

Not enough data

Not enough data

Customizable Templates

Not enough data

Not enough data

Media Library

Not enough data

Not enough data

Generative AI

Not enough data

Not enough data

Full Text Search

Not enough data

Not enough data

Surveys & Feedback

Not enough data

Not enough data

Data Import/Export

Not enough data

Not enough data

Forms Management

Not enough data

Not enough data

Electronic Signature

Not enough data

Not enough data

Third-Party Integrations

Not enough data

Not enough data

Reporting/Analytics

Not enough data

Not enough data

Workflow Management

Not enough data

Not enough data

Template Management

Not enough data

Not enough data

Mobile Access

Not enough data

Not enough data

Salesforce AppExchange Apps[Hide 7 FeaturesShow 7 Features](javascript:void(0);)

Not enough data

8.3

10

Agentic AI - Salesforce AppExchange Apps

Autonomous Task Execution

Not enough data

8.5(won by default)

9

Multi-step Planning

Not enough data

8.5(won by default)

9

Cross-system Integration

Not enough data

8.3(won by default)

8

Adaptive Learning

Not enough data

7.8(won by default)

9

Natural Language Interaction

Not enough data

8.3(won by default)

9

Proactive Assistance

Not enough data

8.5(won by default)

9

Decision Making

Not enough data

8.3(won by default)

9

Show 6 feature categories with incomplete data

Artificial Intelligence[Hide 37 FeaturesShow 37 Features](javascript:void(0);)

Not enough data

Not enough data

Additional Functionality

Tagging

Not enough data

Not enough data

Natural Language Processing

Not enough data

Not enough data

Data Extraction

Not enough data

Not enough data

Multi-Language

Not enough data

Not enough data

Predictive Analytics

Not enough data

Not enough data

Drag & Drop

Not enough data

Not enough data

Speech Recognition

Not enough data

Not enough data

Reporting/Analytics

Not enough data

Not enough data

Data Storage Management

Not enough data

Not enough data

Virtual Personal Assistant (VPA)

Not enough data

Not enough data

AI Copilot

Not enough data

Not enough data

Customer Segmentation

Not enough data

Not enough data

Collaboration Tools

Not enough data

Not enough data

Data Import/Export

Not enough data

Not enough data

Generative AI

Not enough data

Not enough data

For eCommerce

Not enough data

Not enough data

Role-Based Permissions

Not enough data

Not enough data

Customizable Branding

Not enough data

Not enough data

Search/Filter

Not enough data

Not enough data

Monitoring

Not enough data

Not enough data

Document Management

Not enough data

Not enough data

API

Not enough data

Not enough data

Data Visualization

Not enough data

Not enough data

Trend Analysis

Not enough data

Not enough data

Machine Learning

Not enough data

Not enough data

Access Controls/Permissions

Not enough data

Not enough data

Alerts/Escalation

Not enough data

Not enough data

Performance Metrics

Not enough data

Not enough data

Real-Time Data

Not enough data

Not enough data

Third-Party Integrations

Not enough data

Not enough data

Mobile App

Not enough data

Not enough data

Multiple Data Sources

Not enough data

Not enough data

For Sales Teams/Organizations

Not enough data

Not enough data

Sentiment Analysis

Not enough data

Not enough data

Activity Dashboard

Not enough data

Not enough data

Chatbot

Not enough data

Not enough data

Workflow Automation

Not enough data

Not enough data

Collaboration & Productivity[Hide 45 FeaturesShow 45 Features](javascript:void(0);)

Not enough data

Not enough data

Additional Functionality

Third-Party Integrations

Not enough data

Not enough data

To-Do List

Not enough data

Not enough data

@mentions

Not enough data

Not enough data

Single Sign On

Not enough data

Not enough data

File Management

Not enough data

Not enough data

Activity Dashboard

Not enough data

Not enough data

Drag & Drop

Not enough data

Not enough data

Alerts/Notifications

Not enough data

Not enough data

Prioritization

Not enough data

Not enough data

Access Controls/Permissions

Not enough data

Not enough data

Screen Sharing

Not enough data

Not enough data

Content Management

Not enough data

Not enough data

Brainstorming

Not enough data

Not enough data

AI Copilot

Not enough data

Not enough data

File Transfer

Not enough data

Not enough data

Calendar Management

Not enough data

Not enough data

Status Tracking

Not enough data

Not enough data

Real-Time Notifications

Not enough data

Not enough data

Version Control

Not enough data

Not enough data

Task Management

Not enough data

Not enough data

Activity Tracking

Not enough data

Not enough data

Real Time Editing

Not enough data

Not enough data

Communication Management

Not enough data

Not enough data

Chat/Messaging

Not enough data

Not enough data

Tagging

Not enough data

Not enough data

Generative AI

Not enough data

Not enough data

Assignment Management

Not enough data

Not enough data

Task Scheduling

Not enough data

Not enough data

Project Management

Not enough data

Not enough data

Collaboration Tools

Not enough data

Not enough data

Workflow Management

Not enough data

Not enough data

Secure Data Storage

Not enough data

Not enough data

File Sharing

Not enough data

Not enough data

Document Storage

Not enough data

Not enough data

Task Progress Tracking

Not enough data

Not enough data

Discussions/Forums

Not enough data

Not enough data

Commenting/Notes

Not enough data

Not enough data

Reporting & Statistics

Not enough data

Not enough data

Contact Management

Not enough data

Not enough data

Video Conferencing

Not enough data

Not enough data

Progress Tracking

Not enough data

Not enough data

Mobile Access

Not enough data

Not enough data

API

Not enough data

Not enough data

Document Management

Not enough data

Not enough data

Customizable Branding

Not enough data

Not enough data

Document Management[Hide 78 FeaturesShow 78 Features](javascript:void(0);)

Not enough data

Not enough data

Additional Functionality

AI Copilot

Not enough data

Not enough data

Generative AI

Not enough data

Not enough data

Search/Filter

Not enough data

Not enough data

Corrective and Preventive Actions (CAPA)

Not enough data

Not enough data

Document Lifecycle Management

Not enough data

Not enough data

Reminders

Not enough data

Not enough data

Reporting & Statistics

Not enough data

Not enough data

Customizable Templates

Not enough data

Not enough data

Compliance Management

Not enough data

Not enough data

For Medical Purposes

Not enough data

Not enough data

For Legal Professionals

Not enough data

Not enough data

Real-Time Notifications

Not enough data

Not enough data

Risk Assessment

Not enough data

Not enough data

Drag & Drop

Not enough data

Not enough data

Collaboration Tools

Not enough data

Not enough data

Workflow Management

Not enough data

Not enough data

Activity Dashboard

Not enough data

Not enough data

Quality Control

Not enough data

Not enough data

Archiving & Retention

Not enough data

Not enough data

Approval Process Control

Not enough data

Not enough data

Secure Data Storage

Not enough data

Not enough data

Mobile Access

Not enough data

Not enough data

Version Control

Not enough data

Not enough data

Task Management

Not enough data

Not enough data

Indexing

Not enough data

Not enough data

Alerts/Notifications

Not enough data

Not enough data

Activity Tracking

Not enough data

Not enough data

Disaster Recovery

Not enough data

Not enough data

Multiple Format Support

Not enough data

Not enough data

Change Management

Not enough data

Not enough data

File Management

Not enough data

Not enough data

File Sharing

Not enough data

Not enough data

Document Management

Not enough data

Not enough data

Document Automation

Not enough data

Not enough data

Third-Party Integrations

Not enough data

Not enough data

Access Controls/Permissions

Not enough data

Not enough data

Data Import/Export

Not enough data

Not enough data

Audit Trail

Not enough data

Not enough data

Role-Based Permissions

Not enough data

Not enough data

Audit Management

Not enough data

Not enough data

API

Not enough data

Not enough data

Rules-Based Workflow

Not enough data

Not enough data

Electronic Signature

Not enough data

Not enough data

Document Review

Not enough data

Not enough data

Full Text Search

Not enough data

Not enough data

Revision History

Not enough data

Not enough data

Real-Time Reporting

Not enough data

Not enough data

Forms Management

Not enough data

Not enough data

Document Generation

Not enough data

Not enough data

SSL Security

Not enough data

Not enough data

Content Management

Not enough data

Not enough data

Access Expiration Management

Not enough data

Not enough data

Optical Character Recognition

Not enough data

Not enough data

Document Classification

Not enough data

Not enough data

Metadata Extraction

Not enough data

Not enough data

Commenting/Notes

Not enough data

Not enough data

Document Editing

Not enough data

Not enough data

File Recovery

Not enough data

Not enough data

Offline Access

Not enough data

Not enough data

Annotations

Not enough data

Not enough data

Compliance Tracking

Not enough data

Not enough data

Email Management

Not enough data

Not enough data

Customizable Branding

Not enough data

Not enough data

Document Capture

Not enough data

Not enough data

File Conversion

Not enough data

Not enough data

Document Storage

Not enough data

Not enough data

Tagging

Not enough data

Not enough data

Automated Scheduling

Not enough data

Not enough data

Metadata Management

Not enough data

Not enough data

Document Templates

Not enough data

Not enough data

Autosave

Not enough data

Not enough data

For Engineering Documents

Not enough data

Not enough data

Training Management

Not enough data

Not enough data

Version Rollback

Not enough data

Not enough data

Digital Signature

Not enough data

Not enough data

Status Tracking

Not enough data

Not enough data

Version Comparison

Not enough data

Not enough data

Document Check-in/Check-out

Not enough data

Not enough data

Quote Management[Hide 37 FeaturesShow 37 Features](javascript:void(0);)

Not enough data

Not enough data

Additional Functionality

AI Copilot

Not enough data

Not enough data

Electronic Signature

Not enough data

Not enough data

Approval Process Control

Not enough data

Not enough data

Customer History

Not enough data

Not enough data

Workflow Management

Not enough data

Not enough data

Reminders

Not enough data

Not enough data

Automated Quoting

Not enough data

Not enough data

Price/Margin Management

Not enough data

Not enough data

Contact Management

Not enough data

Not enough data

Drag & Drop

Not enough data

Not enough data

Pricing and Cost Calculations

Not enough data

Not enough data

Calendar Management

Not enough data

Not enough data

Catalog Management

Not enough data

Not enough data

Client Portal

Not enough data

Not enough data

Discount Management

Not enough data

Not enough data

Real-Time Data

Not enough data

Not enough data

Proposal Generation

Not enough data

Not enough data

Billing & Invoicing

Not enough data

Not enough data

Generative AI

Not enough data

Not enough data

Customizable Branding

Not enough data

Not enough data

Template Management

Not enough data

Not enough data

Document Management

Not enough data

Not enough data

Estimating

Not enough data

Not enough data

Email Management

Not enough data

Not enough data

Third-Party Integrations

Not enough data

Not enough data

Reporting & Statistics

Not enough data

Not enough data

Access Controls/Permissions

Not enough data

Not enough data

Customizable Fields

Not enough data

Not enough data

CRM

Not enough data

Not enough data

Pricing Management

Not enough data

Not enough data

API

Not enough data

Not enough data

Accounting Integration

Not enough data

Not enough data

Activity Dashboard

Not enough data

Not enough data

Contract/License Management

Not enough data

Not enough data

Electronic Payments

Not enough data

Not enough data

Audit Trail

Not enough data

Not enough data

Quotes/Estimates

Not enough data

Not enough data

Contract Analytics[Hide 10 FeaturesShow 10 Features](javascript:void(0);)

Not enough data

Not enough data

Platform Basics 

Data Extraction

Not enough data

Not enough data

Contract Comparisons

Not enough data

Not enough data

Artificial Intelligence Capabilities

Text Analytics

Not enough data

Not enough data

NLP

Not enough data

Not enough data

OCR

Not enough data

Not enough data

Contract Data

Data Import

Not enough data

Not enough data

Data Export

Not enough data

Not enough data

Custom Reporting

Not enough data

Not enough data

Clause Identification and Mapping

Not enough data

Not enough data

Generative AI

AI Text Summarization

Not enough data

Not enough data

AI Proposal Generator Tools [Hide 13 FeaturesShow 13 Features](javascript:void(0);)

Not enough data

Not enough data

Document Processing & Extraction - AI Proposal Generator Tools

Requirement Identification & Tagging

Not enough data

Not enough data

Multi-Format Document Ingestion

Not enough data

Not enough data

RFP & Questionnaire Parsing

Not enough data

Not enough data

AI Response Generation - AI Proposal Generator Tools

Continuous Learning from Edits

Not enough data

Not enough data

Response Personalization & Tone Control

Not enough data

Not enough data

Contextual Answer Recommendations

Not enough data

Not enough data

AI Draft Response Generation

Not enough data

Not enough data

Content Management - AI Proposal Generator Tools

Governed Content Library

Not enough data

Not enough data

Content Versioning & Approval Controls

Not enough data

Not enough data

Duplicate Detection & Content Optimization

Not enough data

Not enough data

Collaboration & Workflow - AI Proposal Generator Tools

SME Assignment & Task Routing

Not enough data

Not enough data

Review & Approval Workflows

Not enough data

Not enough data

Analytics & Performance - AI Proposal Generator Tools

Proposal Performance Analytics

Not enough data

Not enough data

User Insights

Reviewers' Company Size

[![Formstack Documents](https://images.g2crowd.com/uploads/product/hd_favicon/d872a9279f206ba92546347e53ad1680/formstack-documents.svg "Formstack Documents")](https://www.g2.com/products/formstack-documents/reviews)

Formstack Documents

Small-Business(50 or fewer emp.)

58.8%

Mid-Market(51-1000 emp.)

33.8%

Enterprise(\> 1000 emp.)

7.4%

[![PandaDoc](https://images.g2crowd.com/uploads/product/hd_favicon/97320b34486db82a48d7af098a34228d/pandadoc.svg "PandaDoc")](https://www.g2.com/products/pandadoc/reviews)

PandaDoc

Small-Business(50 or fewer emp.)

70.0%

Mid-Market(51-1000 emp.)

26.4%

Enterprise(\> 1000 emp.)

3.6%

Small-Business

(50 or fewer emp.)

58.8%

70.0%

Mid-Market

(51-1000 emp.)

33.8%

26.4%

Enterprise

(\> 1000 emp.)

7.4%

3.6%

Reviewers' Industry

[![Formstack Documents](https://images.g2crowd.com/uploads/product/hd_favicon/d872a9279f206ba92546347e53ad1680/formstack-documents.svg "Formstack Documents")](https://www.g2.com/products/formstack-documents/reviews)
Formstack Documents

Non-Profit Organization Management

7.4%

Computer Software

6.8%

Financial Services

6.8%

Hospital & Health Care

6.1%

Legal Services

4.7%

Other

68.2%

[![PandaDoc](https://images.g2crowd.com/uploads/product/hd_favicon/97320b34486db82a48d7af098a34228d/pandadoc.svg "PandaDoc")](https://www.g2.com/products/pandadoc/reviews)
PandaDoc

Computer Software

9.7%

Marketing and Advertising

9.4%

Information Technology and Services

8.4%

Construction

4.6%

Financial Services

4.0%

Other

64.0%

FAQs

## Formstack Documents vs PandaDoc FAQs

Generated using AI

Last updated: August 15, 2026

### What is the difference between PandaDoc vs Formstack Documents?

PandaDoc stands out for its higher reviewer satisfaction scores and broader recognition for ease of use, while Formstack Documents is noted for its automation and document generation features.

| [PandaDoc](https://www.g2.com/products/pandadoc/reviews) | [Formstack Documents](https://www.g2.com/products/formstack-documents/reviews) |
| --- | --- |
| 4.7/5 (3,703 reviews) | 4.5/5 (153 reviews) |
| Small-Business | Small-Business |
| 9.1 | 8.0 |
| 9.0 | 8.7 |
| Ease of Use (718 all-time mentions) | Integrations (6 all-time mentions) |

### How do the pricing models of PandaDoc and Formstack Documents compare?

PandaDoc is rated as the stronger value by reviewers, with higher satisfaction on price and cost-related dimensions.

- **PandaDoc:** Reviewers consistently highlight PandaDoc as cost-effective and note its value for the features provided, with several mentioning its affordability compared to competitors.
- **Formstack Documents:** Recent reviews mention that Formstack Documents can be pricey for small teams, and some reviewers switched due to pricing increases or better value found elsewhere.
- **Switching reasons:** Reviewers have moved to PandaDoc for its lower cost and better cost-to-value ratio, while some left Formstack Documents due to price hikes and more attractive alternatives.

### What are the best alternatives to PandaDoc and Formstack Documents?

The top 3 alternatives to PandaDoc and Formstack Documents are Conga Composer, Proposify, and Qwilr.

| Product | G2 Rating (reviews) | Largest Segment | Pricing Insight | Top Reviewer-Cited Strength |
| --- | --- | --- | --- | --- |
| [PandaDoc](https://www.g2.com/products/pandadoc/reviews) | 4.7/5 (3,703 reviews) | Small-Business | Reviewers highlight affordability and strong value | Ease of Use (718 all-time mentions) |
| [Formstack Documents](https://www.g2.com/products/formstack-documents/reviews) | 4.5/5 (153 reviews) | Small-Business | Mixed feedback on pricing, with some citing high cost for small teams | Integrations (6 all-time mentions) |
| [Conga Composer](https://www.g2.com/products/conga-composer/reviews) | 4.4/5 (918 reviews) | Mid-Market | — | — |
| [Proposify](https://www.g2.com/products/proposify/reviews) | 4.6/5 (1,143 reviews) | Small-Business | — | — |
| [Qwilr](https://www.g2.com/products/qwilr/reviews) | 4.6/5 (917 reviews) | Small-Business | — | — |

### Which Proposal features should I prioritize when comparing PandaDoc and Formstack Documents?

Buyers should prioritize ease of use, automation/document generation, integrations, templates, and tracking features when comparing PandaDoc and Formstack Documents.

- **Ease of Use:** PandaDoc scores 9.2 (718 all-time mentions for ease of use), while Formstack Documents scores 8.2 (5 all-time mentions).
- **Automation/Document Generation:** Formstack Documents is specifically cited for automation and document generation features (5 all-time mentions for automations), while PandaDoc does not have this feature highlighted.
- **Integrations:** PandaDoc is frequently mentioned for integrations (notably with Pipedrive, 45 all-time mentions), while Formstack Documents is cited for integrations (6 all-time mentions).
- **Templates:** Templates are a core feature for both, with PandaDoc receiving frequent praise for template management and reuse.
- **Tracking Features:** PandaDoc is cited in 150 all-time reviews for tracking, compared to no tracking-specific mentions for Formstack Documents.

### What are the pros and cons of PandaDoc vs Formstack Documents?

PandaDoc's headline strength is ease of use, while Formstack Documents is most recognized for its integrations and automation capabilities.

- **PandaDoc strengths:** Ease of Use (718 all-time mentions), Document Management (353), Simple (337), E-Signatures (304), Tracking (150), Easy Sharing (102).
- **PandaDoc trade-offs:** Difficult Editing (98), Limited Features (86), Limited Customization (85), Editing Difficulties (78).
- **Formstack Documents strengths:** Integrations (6), Automations (5), Ease of Use (5), Time-saving (5), Customization (3), Salesforce Integration (2).
- **Formstack Documents trade-offs:** Learning Curve (2), Bug Issues (1), some reviewers cite slow or incomplete support responses and higher pricing for small teams.

### Is PandaDoc or Formstack Documents better for small businesses?

PandaDoc is the better fit for small businesses, with a higher small-business segment share and stronger reviewer sentiment for ease of use and value.

- **PandaDoc:** Small-Business is the largest segment, and reviewers consistently highlight its affordability, ease of setup, and intuitive interface for small teams.
- **Formstack Documents:** Small-Business is also the largest segment, but reviewers note a steeper learning curve and higher pricing concerns for smaller teams.

### Which Proposal platform has better integrations?

PandaDoc is favored for integrations, with more frequent and diverse integration mentions in reviews.

- **PandaDoc:** Pipedrive is cited in 45 all-time reviews as a key integration, with additional mentions of Salesforce and ATS integrations in recent reviews.
- **Formstack Documents:** Kintone is mentioned in recent reviews, and integrations with Salesforce, MS Flow, and Zapier are also cited, but with lower all-time mention counts.

### How do PandaDoc and Formstack Documents compare on customer support?

PandaDoc and Formstack Documents are rated within 0.3 points on Quality of Support, with PandaDoc holding a slight edge at 9.0 versus 8.7.

- **PandaDoc:** Reviewers frequently describe the support team as responsive and helpful, with several citing positive onboarding and account management experiences.
- **Formstack Documents:** Support is generally described as helpful, but some reviewers report slow or incomplete responses, especially for advanced or technical issues.

### Which is easier to implement, PandaDoc or Formstack Documents?

PandaDoc leads on Ease of Setup with a 1.1-point advantage (9.1 vs 8.0), indicating a smoother implementation experience for most reviewers.

- **PandaDoc:** Reviewers consistently describe setup as easy, quick, and self-explanatory, with many able to get started without extensive training.
- **Formstack Documents:** Reviewers note that setup is generally straightforward but can be complex for advanced features or integrations, with some citing a learning curve for initial configuration.

### Which product has better Templates?

PandaDoc is more frequently praised for its Templates feature, with higher mention counts and stronger reviewer sentiment.

- **PandaDoc:** Templates are cited as a core strength in recent reviews, with 718 all-time mentions for ease of use and frequent praise for template management and reuse.
- **Formstack Documents:** Templates are mentioned positively for customization and automation, but with fewer all-time mentions and less frequent reviewer emphasis compared to PandaDoc.

Alternatives

**Formstack Documents Alternatives**

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**PandaDoc Alternatives**

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