Compare Nutshell and PandaDoc 
At a Glance
Market Segments
Small-Business (78.9% of reviews)
Small-Business (71.1% of reviews)
Entry-Level Pricing
Starting at $13.00 1 user Per Month
$19.00 1 Seat cost Per Month
Nutshell
Star Rating
(1,413)4.3 out of 5
Market Segments
Small-Business (78.9% of reviews)
Pros & Cons
Entry-Level Pricing
Starting at $13.00 1 user Per Month
Free Trial is available
Browse all 8 pricing plansPandaDoc
Star Rating
(3,408)4.7 out of 5
Market Segments
Small-Business (71.1% 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 Nutshell excels in its simplicity and effectiveness for lead management, with users appreciating its straightforward UI and seamless call logging feature that automatically documents conversations, providing clarity in client relationships.
- Users say that PandaDoc stands out for its robust e-signature capabilities, making the signing process easy and efficient. Reviewers highlight the convenience of autopopulated documents, which significantly saves time and reduces friction compared to traditional methods.
- According to verified reviews, Nutshell's customer support receives high praise for being responsive and positive, with users noting that the platform is easy to set up independently, although they appreciate the availability of support when needed.
- Reviewers mention that PandaDoc offers excellent document organization features, including reminders for document expiration, which helps users stay on top of important tasks and manage multiple files effectively.
- G2 reviewers highlight that while Nutshell is well-suited for small businesses, it may not fully meet the diverse workflow needs of all users, as some have reported challenges in customization and configuration.
- Users express that PandaDoc's overall user experience is enhanced by its design and ease of use, with many appreciating the intuitive interface that simplifies document management and tracking, contributing to a higher satisfaction rate among its users.
Pricing
Entry-Level Pricing
Nutshell
Sales Foundation
Starting at $13.00
1 user Per Month
An easy to use, flexible CRM that helps teams organize their contacts, leads, and conversations in order to grow.
- Unlimited storage, contacts & accounts
- Contact management and communication timelines
- Email and calendar sync
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
Nutshell
Free Trial is available
PandaDoc
Free Trial is available
Ratings
Meets Requirements
8.4
1,125
9.2
2,563
Ease of Use
8.7
1,223
9.2
2,590
Ease of Setup
8.5
656
9.1
1,616
Ease of Admin
8.7
523
9.1
1,263
Quality of Support
8.7
1,028
9.1
2,085
Has the product been a good partner in doing business?
8.8
516
9.3
1,239
Product Direction (% positive)
8.5
1,113
9.2
2,402
Features by Category
Signature Process
Not enough data
9.6
1760
|
Verified
Not enough data
9.1
1598
|
Verified
Not enough data
9.4
1664
|
Verified
Not enough data
9.0
1422
|
Verified
Not enough data
9.3
1562
|
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
1144
|
Verified
Platform
Not enough data
8.7
1095
|
Verified
Not enough data
8.9
1146
|
Verified
Not enough data
8.6
894
|
Verified
Not enough data
9.2
1231
|
Verified
Not enough data
8.3
924
|
Verified
Sales Force Automation
8.5
891
|
Verified
Not enough data
Feature Not Available
Not enough data
8.3
865
|
Verified
Not enough data
8.1
880
|
Verified
Not enough data
7.5
677
|
Verified
Not enough data
8.1
729
|
Verified
Not enough data
7.4
676
|
Verified
Not enough data
7.3
585
Not enough data
7.6
652
Not enough data
Marketing Automation
7.7
672
|
Verified
Not enough data
7.6
604
Not enough data
8.4
815
|
Verified
Not enough data
7.2
575
Not enough data
Customer Support
7.9
638
Not enough data
7.9
661
|
Verified
Not enough data
8.0
691
|
Verified
Not enough data
7.4
558
|
Verified
Not enough data
7.8
578
|
Verified
Not enough data
Reporting & Analytics
7.8
796
|
Verified
Not enough data
8.2
858
|
Verified
Not enough data
7.4
684
|
Verified
Not enough data
Mobile & Social
7.2
553
|
Verified
Not enough data
7.0
552
|
Verified
Not enough data
7.1
650
|
Verified
Not enough data
Platform
7.7
640
|
Verified
Not enough data
7.9
613
|
Verified
Not enough data
8.4
662
|
Verified
Not enough data
7.2
484
|
Verified
Not enough data
6.5
428
|
Verified
Not enough data
7.2
503
Not enough data
8.4
641
|
Verified
Not enough data
7.3
483
|
Verified
Not enough data
Integration
7.9
608
|
Verified
Not enough data
7.5
542
|
Verified
Not enough data
7.3
479
|
Verified
Not enough data
Generative AI
Feature Not Available
Not enough data
Agentic AI - CRM
7.6
42
Not enough data
7.5
40
Not enough data
7.2
41
Not enough data
7.3
41
Not enough data
7.2
41
Not enough data
7.3
40
Not enough data
7.2
41
Not enough data
Email Marketing
8.1
249
Not enough data
8.4
261
Not enough data
Feature Not Available
Not enough data
8.3
260
Not enough data
8.5
264
Not enough data
8.1
249
Not enough data
Feature Not Available
Not enough data
8.2
222
Not enough data
Feature Not Available
Not enough data
Reporting & Analytics
7.1
139
Not enough data
8.1
241
Not enough data
Generative AI
6.5
159
Not enough data
6.7
159
Not enough data
Agentic AI - Email Marketing
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
8.0
246
Not enough data
7.2
206
Not enough data
7.0
197
Not enough data
7.8
218
Not enough data
Feature Not Available
Not enough data
Feature Not Available
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
211
|
Verified
Not enough data
8.9
201
|
Verified
Not enough data
9.2
235
|
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
176
|
Verified
Not enough data
8.8
153
|
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
936
|
Verified
Not enough data
8.3
788
|
Verified
Not enough data
8.9
885
|
Verified
Not enough data
9.0
904
|
Verified
Not enough data
8.8
869
|
Verified
Workflow
Not enough data
8.6
869
|
Verified
Not enough data
8.6
759
|
Verified
Not enough data
8.7
755
|
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
758
|
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
949
|
Verified
Not enough data
8.8
970
|
Verified
Not enough data
9.0
883
|
Verified
Not enough data
8.9
862
|
Verified
Not enough data
9.2
917
|
Verified
Not enough data
9.1
980
|
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
Integrated Workflows
8.3
195
Not enough data
8.2
192
Not enough data
7.3
160
Not enough data
Feature Not Available
Not enough data
8.1
170
Not enough data
8.0
180
Not enough data
8.1
168
Not enough data
Repeatability and Reportability
Feature Not Available
Not enough data
8.2
173
Not enough data
8.2
168
Not enough data
7.4
151
Not enough data
Feature Not Available
Not enough data
AI and Automation
7.7
165
Not enough data
7.9
164
Not enough data
Feature Not Available
Not enough data
Feature Not Available
Not enough data
Feature Not Available
Not enough data
Generative AI
Feature Not Available
Not enough data
Agentic AI - Sales Engagement
6.8
12
Not enough data
7.5
12
Not enough data
7.2
12
Not enough data
7.2
13
Not enough data
7.5
12
Not enough data
7.7
13
Not enough data
7.4
12
Not enough data
Data Sources
Not enough data
8.8
609
Not enough data
8.4
520
Not enough data
9.1
671
Generation
Not enough data
9.2
702
Not enough data
Feature Not Available
Not enough data
9.1
659
Delivery
Not enough data
9.2
643
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
Customization
8.3
44
9.1
137
Feature Not Available
8.7
123
Feature Not Available
9.2
135
8.7
41
9.2
135
Additional Functionality
8.6
43
8.9
119
6.8
35
8.0
113
8.5
42
9.4
140
6.6
33
8.7
117
8.0
40
9.0
120
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 - Google Workspace for Sales
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
Agentic AI - Sales Performance Management
6.7
9
Not enough data
7.4
9
Not enough data
6.9
9
Not enough data
Incentives
6.8
94
Not enough data
6.6
98
Not enough data
6.5
94
Not enough data
7.6
99
Not enough data
Personalization
7.5
107
Not enough data
7.7
106
Not enough data
8.2
118
Not enough data
7.7
105
Not enough data
Administrative
7.7
109
Not enough data
7.5
103
Not enough data
7.3
97
Not enough data
Agentic AI - Email Tracking
7.9
12
Not enough data
8.2
11
Not enough data
8.3
11
Not enough data
8.5
11
Not enough data
8.2
11
Not enough data
8.5
11
Not enough data
8.5
11
Not enough data
Analytics
8.0
187
Not enough data
8.0
181
Not enough data
7.9
175
Not enough data
Customizations
8.4
185
Not enough data
8.3
192
Not enough data
8.3
192
Not enough data
8.0
176
Not enough data
8.4
190
Not enough data
Generative AI
Feature Not Available
Not enough data
Agentic AI - Sales Analytics
6.9
13
Not enough data
6.9
13
Not enough data
7.1
13
Not enough data
7.2
13
Not enough data
7.7
13
Not enough data
Data Sourcing
7.6
164
Not enough data
7.9
174
Not enough data
Feature Not Available
Not enough data
8.5
184
Not enough data
8.2
170
Not enough data
Predictive Analytics
7.9
172
Not enough data
7.8
167
Not enough data
Feature Not Available
Not enough data
7.5
161
Not enough data
Sales Management
8.4
189
Not enough data
Feature Not Available
Not enough data
Feature Not Available
Not enough data
8.5
197
Not enough data
Categories
Categories
Shared Categories
Nutshell and PandaDoc are categorized as Online Form Builder
Unique Categories
Nutshell is categorized as Sales Engagement, Google Workspace for Sales, Sales Analytics, CRM, Sales Performance Management, Email Tracking, and Email Marketing
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
Nutshell
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
7.9%
Computer Software
7.4%
Construction
5.3%
Information Technology and Services
5.0%
Financial Services
3.3%
Other
71.1%
Marketing and Advertising
9.8%
Computer Software
9.6%
Information Technology and Services
8.4%
Construction
4.3%
Financial Services
4.1%
Other
63.7%
Discussions
I am unable to email from Nutshell. This started after my company did an upgrade. Also, How do I could get multiple bcc emails to show in their account? Or is they a way to use a distribution group list and have each email show up in members accounts? I may need help getting it set up.
2 Comments
AR
Call the Help Desk; they typically answer earlier in the day or call you back the same day. There is no BCC availability that I am aware of.Read more
What integration options have you found that work best for Nutshell?
2 Comments
AB
I love fireflies.ai but it requires API or zapier
Google workplaces has a great chrome extension for gmail which has caught a lot more for input f...Read more
Is there a limit to the number of contacts that I can add to Nutshell?
1 Comment
Official Response from Nutshell
No. All Nutshell subscriptions include unlimited contacts and data storage.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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