Compare PandaDoc and Pipedrive 
At a Glance
Market Segments
Small-Business (71.0% of reviews)
Small-Business (72.6% of reviews)
Entry-Level Pricing
$19.00 1 Seat cost Per Month
$24.00 1 Seats Per Month
PandaDoc
Star Rating
(3,406)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
(2,972)4.3 out of 5
Market Segments
Small-Business (72.6% 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 its sales automation tools, making it a powerful choice for teams that need to streamline their sales processes. Users appreciate features like email integration and the ability to sort clients easily, which enhances their daily workflow.
- Users say that PandaDoc stands out for its ease of use, particularly with its template feature that allows for quick document creation and sending. This functionality is especially beneficial for those who frequently prepare sales proposals and agreements, as it saves time and effort.
- Reviewers mention that Pipedrive's intuitive interface acts like a personal assistant, helping users manage tasks and follow-ups effectively. This level of organization is crucial for small businesses looking to maintain productivity and client relationships.
- According to verified reviews, PandaDoc provides valuable insights through its status metrics, which help users monitor their processes and efficiency. This feature is particularly useful for teams handling various contract work, as it enhances visibility and accountability.
- G2 reviewers highlight that while Pipedrive is strong in sales automation, it sometimes struggles with customization to fit specific workflows, which can be a drawback for users with unique needs. This indicates a potential area for improvement in tailoring the software to diverse business requirements.
- Users report that PandaDoc's structured approach to document handling brings clarity to corporate workflows, making it easier to track approvals in real time. This structured process is a significant advantage for businesses that prioritize efficiency and organization in their documentation practices.
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
2,563
8.5
2,577
Ease of Use
9.2
2,590
8.9
2,614
Ease of Setup
9.1
1,616
8.7
1,621
Ease of Admin
9.1
1,263
8.6
1,020
Quality of Support
9.1
2,085
8.4
2,203
Has the product been a good partner in doing business?
9.3
1,239
8.7
988
Product Direction (% positive)
9.2
2,402
8.8
2,539
Features by Category
Signature Process
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
Not enough data
Agentic AI - E-Signature
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
Not enough data
Security and Scalability
9.2
1311
|
Verified
Not enough data
9.4
1448
|
Verified
Not enough data
9.0
1144
|
Verified
Not enough data
Platform
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
Not enough data
Sales Force Automation
Not enough data
8.5
2040
|
Verified
Not enough data
Feature Not Available
Not enough data
8.9
2101
|
Verified
Not enough data
8.6
2095
|
Verified
Not enough data
7.7
1614
|
Verified
Not enough data
8.3
1119
|
Verified
Not enough data
7.7
1615
|
Verified
Not enough data
7.7
1569
Not enough data
7.8
1674
Marketing Automation
Not enough data
7.5
1511
|
Verified
Not enough data
7.5
1492
|
Verified
Not enough data
8.5
1848
|
Verified
Not enough data
7.5
1448
|
Verified
Customer Support
Not enough data
7.9
1008
Not enough data
7.8
988
Not enough data
8.0
1019
Not enough data
7.5
1476
Not enough data
7.7
961
Reporting & Analytics
Not enough data
8.0
1871
|
Verified
Not enough data
8.3
1958
|
Verified
Not enough data
7.9
1720
|
Verified
Mobile & Social
Not enough data
7.6
1424
|
Verified
Not enough data
7.4
1376
|
Verified
Not enough data
7.9
1590
|
Verified
Platform
Not enough data
8.2
1343
|
Verified
Not enough data
8.3
1335
Not enough data
8.4
1358
|
Verified
Not enough data
8.2
1169
|
Verified
Not enough data
7.3
1059
|
Verified
Not enough data
7.8
1171
Not enough data
8.7
1325
|
Verified
Not enough data
7.8
1125
Integration
Not enough data
8.1
1228
|
Verified
Not enough data
8.0
1163
|
Verified
Not enough data
7.8
1092
|
Verified
Generative AI
Not enough data
Feature Not Available
Agentic AI - CRM
Not enough data
7.3
169
Not enough data
7.6
172
Not enough data
7.5
170
Not enough data
7.3
169
Not enough data
7.3
168
Not enough data
7.3
169
Not enough data
7.6
172
Email Marketing
Not enough data
8.2
210
Not enough data
8.2
211
Not enough data
7.8
205
Not enough data
8.2
209
Not enough data
8.3
211
Not enough data
8.2
206
Not enough data
7.9
205
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
205
Generative AI
Not enough data
Feature Not Available
Not enough data
Feature Not Available
Agentic AI - Email Marketing
Not enough data
7.0
25
Not enough data
6.9
25
Not enough data
7.3
25
Not enough data
7.5
24
Not enough data
7.5
25
Integration
Not enough data
8.2
226
Not enough data
7.8
223
Not enough data
7.9
220
Not enough data
8.2
220
Not enough data
7.2
213
Not enough data
7.3
210
Configuration - cpq
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
Not enough data
Pricing
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
Not enough data
Quoting
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
Not enough data
Admin
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
Not enough data
Channels
8.4
63
|
Verified
Not enough data
8.5
53
|
Verified
Not enough data
9.0
29
|
Verified
Not enough data
Platform
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
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
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
Not enough data
Workflow
8.6
869
|
Verified
Not enough data
8.6
759
|
Verified
Not enough data
8.7
755
|
Verified
Not enough data
Analytics
9.0
859
|
Verified
Not enough data
8.6
740
|
Verified
Not enough data
8.6
800
|
Verified
Not enough data
Administration and Platform
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
Not enough data
Generative AI
7.4
239
Not enough data
Contract Management Platform Features
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
Not enough data
Generative AI
8.1
266
Not enough data
8.2
258
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
609
Not enough data
8.4
520
Not enough data
9.1
671
Not enough data
Generation
9.2
702
Not enough data
Feature Not Available
Not enough data
9.1
659
Not enough data
Delivery
9.2
643
Not enough data
Feature Not Available
Not enough data
8.8
518
Not enough data
Generative AI
7.9
218
Not enough data
7.9
216
Not enough data
7.7
215
Not enough data
7.7
212
Not enough data
Agentic AI - Document Generation
7.4
86
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
137
8.3
76
8.7
123
7.8
72
9.2
135
7.3
71
9.2
135
7.7
76
Additional Functionality
8.9
119
8.2
74
8.0
113
6.7
70
9.4
140
7.8
78
8.7
117
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
66
Not enough data
7.3
65
Not enough data
7.4
64
Incentives
Not enough data
6.9
391
Not enough data
7.4
400
Not enough data
Feature Not Available
Not enough data
7.1
395
Personalization
Not enough data
7.7
414
Not enough data
7.9
408
Not enough data
8.3
428
Not enough data
8.0
411
Administrative
Not enough data
7.8
408
Not enough data
7.7
401
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
57
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
255
Not enough data
8.2
256
Not enough data
8.1
249
Customizations
Not enough data
8.2
267
Not enough data
8.3
256
Not enough data
8.3
269
Not enough data
7.9
257
Not enough data
8.3
258
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
431
Not enough data
7.9
426
Not enough data
8.4
435
Not enough data
8.0
420
Predictive Analytics
Not enough data
7.7
422
Not enough data
7.8
424
Not enough data
7.4
407
Not enough data
7.7
416
Sales Management
Not enough data
8.7
441
Not enough data
7.6
410
Not enough data
8.3
419
Not enough data
8.7
441
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
9.6%
Information Technology and Services
8.4%
Construction
4.3%
Financial Services
4.1%
Other
63.7%
Computer Software
10.9%
Information Technology and Services
10.1%
Marketing and Advertising
10.1%
Financial Services
4.2%
Real Estate
3.2%
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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