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Compare PandaDoc and Pipedrive 
Featured Products
At a Glance
Market Segments
Small-Business (71.0% of reviews)
Small-Business (72.5% of reviews)
Entry-Level Pricing
$19.00 1 Seat cost Per Month
$24.00 1 Seats Per Month
PandaDoc
Star Rating
(3,371)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 plansPipedrive
Star Rating
(2,890)4.3 out of 5
Market Segments
Small-Business (72.5% of reviews)
Pros & Cons
Entry-Level Pricing
$24.00 1 Seats Per Month
Free Trial is available
Browse all 4 pricing plansSummary
AI Generated Summary
AI-generated. Powered by real user reviews.
- G2 reviewers report that Pipedrive excels in providing a clear visual representation of sales pipelines, making it easy for teams to track deals. Users appreciate the intuitive drag-and-drop interface, which allows them to quickly move opportunities through stages without added complexity.
- Users say that PandaDoc stands out for its professional-looking proposals and seamless document signing process. Reviewers highlight the ability to pull contact and deal data directly into documents, which minimizes human error and keeps records synced, enhancing overall efficiency.
- According to verified reviews, Pipedrive is praised for its structured flow and reminders that help users stay organized and on track with their sales funnels. This feature is particularly beneficial for small businesses looking to manage their customer relationships effectively.
- Reviewers mention that PandaDoc's ease of use is a significant advantage, with many finding it simple to create templates and proposals. The platform's user-friendly design contributes to a smoother experience, especially for those new to document management software.
- G2 reviewers highlight that while Pipedrive has a solid user experience, it sometimes struggles to meet specific workflow needs, with some users noting configuration challenges. This can be a drawback for teams with unique requirements that need more customization.
- Users report that PandaDoc's robust features, such as tracking document openings and notifications, provide valuable insights into client engagement. This capability is particularly useful for businesses that rely on timely follow-ups and want to enhance their proposal processes.
Pricing
Entry-Level Pricing
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
Pipedrive
Lite
$24.00
1 Seats Per Month
per month per user.
14$ / month billed annually
- Organize your sales in one simple, intuitive workspace:
- Lead, calendar and pipeline management
- Sales Assistant and AI-generated reports
Free Trial
PandaDoc
Free Trial is available
Pipedrive
Free Trial is available
Ratings
Meets Requirements
9.2
2,548
8.5
2,520
Ease of Use
9.2
2,573
8.9
2,557
Ease of Setup
9.1
1,603
8.7
1,570
Ease of Admin
9.1
1,249
8.6
1,007
Quality of Support
9.1
2,071
8.4
2,155
Has the product been a good partner in doing business?
9.3
1,225
8.7
976
Product Direction (% positive)
9.2
2,386
8.8
2,485
Features by Category
Signature Process
9.6
1761
|
Verified
Not enough data
9.1
1602
|
Verified
Not enough data
9.4
1670
|
Verified
Not enough data
9.0
1427
|
Verified
Not enough data
9.3
1566
|
Verified
Not enough data
8.6
1079
|
Verified
Not enough data
8.7
1295
|
Verified
Not enough data
9.3
1581
|
Verified
Not enough data
Agentic AI - E-Signature
7.4
181
Not enough data
7.6
177
Not enough data
7.6
176
Not enough data
7.6
176
Not enough data
7.5
177
Not enough data
7.5
178
Not enough data
Security and Scalability
9.2
1313
|
Verified
Not enough data
9.4
1451
|
Verified
Not enough data
9.0
1147
|
Verified
Not enough data
Platform
8.7
1095
|
Verified
Not enough data
8.9
1148
|
Verified
Not enough data
8.6
895
|
Verified
Not enough data
9.2
1232
|
Verified
Not enough data
8.3
926
|
Verified
Not enough data
Sales Force Automation
Not enough data
8.5
2016
|
Verified
Not enough data
Feature Not Available
Not enough data
8.8
2056
|
Verified
Not enough data
8.6
2070
|
Verified
Not enough data
7.7
1610
|
Verified
Not enough data
8.3
1107
|
Verified
Not enough data
7.7
1612
|
Verified
Not enough data
7.7
1566
Not enough data
7.8
1668
Marketing Automation
Not enough data
7.5
1503
|
Verified
Not enough data
7.5
1487
|
Verified
Not enough data
8.5
1830
|
Verified
Not enough data
7.5
1446
|
Verified
Customer Support
Not enough data
7.9
1006
Not enough data
7.8
986
Not enough data
8.0
1017
Not enough data
7.5
1475
Not enough data
7.7
960
Reporting & Analytics
Not enough data
8.0
1857
|
Verified
Not enough data
8.3
1947
|
Verified
Not enough data
7.9
1716
|
Verified
Mobile & Social
Not enough data
7.6
1422
|
Verified
Not enough data
7.4
1376
|
Verified
Not enough data
7.9
1585
|
Verified
Platform
Not enough data
8.2
1335
|
Verified
Not enough data
8.3
1318
Not enough data
8.4
1352
|
Verified
Not enough data
8.2
1166
|
Verified
Not enough data
7.3
1058
|
Verified
Not enough data
7.8
1168
Not enough data
8.7
1319
|
Verified
Not enough data
7.8
1122
Integration
Not enough data
8.1
1225
|
Verified
Not enough data
8.0
1157
|
Verified
Not enough data
7.8
1089
|
Verified
Generative AI
Not enough data
Feature Not Available
Agentic AI - CRM
Not enough data
7.3
169
Not enough data
7.6
170
Not enough data
7.5
168
Not enough data
7.3
169
Not enough data
7.3
168
Not enough data
7.3
169
Not enough data
7.6
170
Email Marketing
Not enough data
8.2
209
Not enough data
8.2
210
Not enough data
7.8
205
Not enough data
8.2
209
Not enough data
8.3
210
Not enough data
8.1
205
Not enough data
7.9
204
Not enough data
8.2
203
Not enough data
7.5
197
Reporting & Analytics
Not enough data
7.5
192
Not enough data
8.2
204
Generative AI
Not enough data
Feature Not Available
Not enough data
Feature Not Available
Agentic AI - Email Marketing
Not enough data
6.9
24
Not enough data
6.7
24
Not enough data
7.2
24
Not enough data
7.5
24
Not enough data
7.4
24
Integration
Not enough data
8.2
225
Not enough data
7.8
223
Not enough data
7.9
219
Not enough data
8.2
219
Not enough data
7.2
213
Not enough data
7.3
210
Configuration - cpq
8.8
78
|
Verified
Not enough data
8.9
33
|
Verified
Not enough data
8.7
73
|
Verified
Not enough data
8.6
72
|
Verified
Not enough data
8.8
75
|
Verified
Not enough data
Pricing
8.4
79
|
Verified
Not enough data
7.9
76
|
Verified
Not enough data
8.4
67
|
Verified
Not enough data
8.8
73
|
Verified
Not enough data
8.8
73
|
Verified
Not enough data
8.6
62
|
Verified
Not enough data
Quoting
8.4
68
|
Verified
Not enough data
8.3
67
|
Verified
Not enough data
8.9
77
|
Verified
Not enough data
8.6
64
|
Verified
Not enough data
8.8
76
|
Verified
Not enough data
Admin
9.2
239
|
Verified
Not enough data
8.8
212
|
Verified
Not enough data
8.8
202
|
Verified
Not enough data
9.2
234
|
Verified
Not enough data
Channels
8.4
63
|
Verified
Not enough data
8.5
56
|
Verified
Not enough data
9.0
31
|
Verified
Not enough data
Platform
8.6
176
|
Verified
Not enough data
8.7
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
Not enough data
Generative AI - cpq
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Document Creation
8.8
934
|
Verified
Not enough data
8.7
936
|
Verified
Not enough data
8.3
793
|
Verified
Not enough data
9.0
891
|
Verified
Not enough data
9.0
909
|
Verified
Not enough data
8.8
869
|
Verified
Not enough data
Workflow
8.7
871
|
Verified
Not enough data
8.6
760
|
Verified
Not enough data
8.7
756
|
Verified
Not enough data
Analytics
9.0
860
|
Verified
Not enough data
8.6
742
|
Verified
Not enough data
8.6
803
|
Verified
Not enough data
Administration and Platform
8.8
836
|
Verified
Not enough data
8.9
897
|
Verified
Not enough data
8.3
761
|
Verified
Not enough data
9.2
876
|
Verified
Not enough data
8.3
557
|
Verified
Not enough data
8.3
652
|
Verified
Not enough data
Generative AI
7.4
241
Not enough data
Contract Management Platform Features
9.1
987
|
Verified
Not enough data
9.1
950
|
Verified
Not enough data
8.8
971
|
Verified
Not enough data
8.9
884
|
Verified
Not enough data
8.9
863
|
Verified
Not enough data
9.2
919
|
Verified
Not enough data
9.1
980
|
Verified
Not enough data
9.0
896
|
Verified
Not enough data
8.6
779
|
Verified
Not enough data
8.9
912
|
Verified
Not enough data
Generative AI
8.1
267
Not enough data
8.2
259
Not enough data
Agentic AI - Contract Management
7.9
82
Not enough data
Functionality
9.3
39
Not enough data
9.3
35
Not enough data
9.2
34
Not enough data
Data Sources
8.8
612
Not enough data
8.4
521
Not enough data
9.1
674
Not enough data
Generation
9.2
705
Not enough data
Feature Not Available
Not enough data
9.1
661
Not enough data
Delivery
9.2
643
Not enough data
Feature Not Available
Not enough data
8.8
519
Not enough data
Generative AI
7.9
219
Not enough data
7.9
217
Not enough data
7.7
216
Not enough data
7.7
213
Not enough data
Agentic AI - Document Generation
7.4
87
Not enough data
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
9.1
139
8.3
76
8.7
123
7.8
72
9.2
136
7.3
71
9.3
136
7.7
76
Additional Functionality
8.9
120
8.2
74
8.0
113
6.7
70
9.4
140
7.8
78
8.7
118
6.9
71
9.0
120
7.5
73
Agentic AI - Salesforce AppExchange Apps
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
Not enough data
Agentic AI - Sales Performance Management
Not enough data
7.2
65
Not enough data
7.3
65
Not enough data
7.4
64
Incentives
Not enough data
6.9
391
Not enough data
7.4
399
Not enough data
Feature Not Available
Not enough data
7.1
395
Personalization
Not enough data
7.7
414
Not enough data
7.9
407
Not enough data
8.2
426
Not enough data
8.0
410
Administrative
Not enough data
7.8
407
Not enough data
7.7
400
Not enough data
7.5
387
Agentic AI - Email Tracking
Not enough data
7.7
56
Not enough data
7.8
57
Not enough data
7.7
56
Not enough data
7.5
55
Not enough data
7.6
56
Not enough data
7.8
56
Not enough data
8.1
55
Analytics
Not enough data
8.0
254
Not enough data
8.2
255
Not enough data
8.1
248
Customizations
Not enough data
8.2
266
Not enough data
8.3
255
Not enough data
8.3
267
Not enough data
7.9
256
Not enough data
8.3
256
Generative AI
Not enough data
Feature Not Available
Agentic AI - Sales Analytics
Not enough data
7.3
57
Not enough data
7.4
58
Not enough data
7.4
58
Not enough data
7.3
58
Not enough data
7.3
57
Data Sourcing
Not enough data
7.8
425
Not enough data
8.0
429
Not enough data
7.9
426
Not enough data
8.4
433
Not enough data
8.0
419
Predictive Analytics
Not enough data
7.7
421
Not enough data
7.8
423
Not enough data
7.3
406
Not enough data
7.7
414
Sales Management
Not enough data
8.6
439
Not enough data
7.6
410
Not enough data
8.3
419
Not enough data
8.7
438
Categories
Categories
Shared Categories
PandaDoc and Pipedrive are categorized as Online Form Builder
Unique Categories
PandaDoc is categorized as Contract Analytics, Document Management, E-Signature, E-Notary, Proposal, Document Generation, Salesforce AppExchange Apps, CPQ, and Contract Management
Pipedrive is categorized as CRM, Email Marketing, Sales Analytics, Sales Performance Management, and Email Tracking
Reviews
Reviewers' Company Size
PandaDoc
Small-Business(50 or fewer emp.)
Mid-Market(51-1000 emp.)
Enterprise(> 1000 emp.)
Pipedrive
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
9.8%
Computer Software
9.7%
Information Technology and Services
8.5%
Construction
4.3%
Financial Services
4.2%
Other
63.5%
Computer Software
10.8%
Marketing and Advertising
10.1%
Information Technology and Services
10.1%
Financial Services
4.2%
Real Estate
3.3%
Other
61.5%
Discussions
Is PandaDoc safe?
9 Comments
CK
YesRead 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
What is the best way to use email marketing with Pipedrive?
3 Comments
JB
We use the Pipedrive CAMPAIGNS feature inside of Pipedrive to send out mass / bulk emails that are personalized with 'merge' fields. The interface & builder...Read more
How do I move deals between stages with any email marketers?
2 Comments
RL
If you are asking about integration between PD and an email marketing platform (like MailChimp), the easiest way is through Zapier.Read more
Does anyone integrate Pipedrive with Infusionsoft?
2 Comments
PR
This can be done if we write an API that would work seamlessly. There should be no problem. You cAn contact us if you would like some help. Priyanka@navsoft.inRead more
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