Compare PandaDoc and Zoho CRM 
At a Glance
Market Segments
Small-Business (71.0% of reviews)
Small-Business (61.7% of reviews)
Entry-Level Pricing
$19.00 1 Seat cost Per Month
Free
PandaDoc
Star Rating
(3,425)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 plansZoho CRM
Star Rating
(2,902)4.1 out of 5
Market Segments
Small-Business (61.7% of reviews)
Pros & Cons
Entry-Level Pricing
Free
Browse all 5 pricing plansSummary
AI Generated Summary
AI-generated. Powered by real user reviews.
- G2 reviewers report that Zoho CRM is a cost-effective solution, especially for small businesses, with many users appreciating its comprehensive features at a competitive price. One user noted, "Zoho gives almost all features but also at a more competitive price," highlighting its value for budget-conscious teams.
- Users say that PandaDoc excels in document management and e-signature capabilities, making it a favorite for those who prioritize efficiency. Reviewers have praised its "easy electronic signatures" and the ability to autopopulate documents, which significantly saves time during the signing process.
- According to verified reviews, Zoho CRM offers a user-friendly interface that simplifies navigation and integration with other software. Users have mentioned, "I appreciate how easy it is to navigate the platform," which contributes to a smoother daily workflow.
- Reviewers mention that PandaDoc's organizational features, such as reminders for document expirations, help users stay on top of important tasks. One user expressed appreciation for how it "helps me keep track of multiple files and organize them better," which is crucial for maintaining productivity.
- G2 reviewers highlight that while Zoho CRM provides a robust set of features, some users have encountered challenges with configuration to meet specific workflow needs. This indicates that while it is flexible, it may require more effort to tailor to unique business processes.
- Users report that PandaDoc's strong support and ease of setup contribute to a positive user experience, with many noting its quick implementation process. One user remarked on the "seamless integration" of PandaDoc into their existing systems, which enhances overall efficiency.
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
Zoho CRM
Free Edition
Free
With three free users and essentials like leads, documents and mobile apps, it’s a perfect fit
for your home business.
- Leads, Contacts, Accounts
- Tasks, Events, Call log, and Notes
- Opportunities
Free Trial
PandaDoc
Free Trial is available
Zoho CRM
Free Trial is available
Ratings
Meets Requirements
9.2
2,565
8.4
2,465
Ease of Use
9.2
2,593
8.3
2,484
Ease of Setup
9.1
1,619
8.0
1,255
Ease of Admin
9.1
1,269
8.0
1,020
Quality of Support
9.1
2,087
7.6
2,258
Has the product been a good partner in doing business?
9.3
1,245
8.0
995
Product Direction (% positive)
9.2
2,405
8.0
2,397
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
1071
|
Verified
Not enough data
8.7
1291
|
Verified
Not enough data
9.3
1576
|
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
1310
|
Verified
Not enough data
9.4
1447
|
Verified
Not enough data
9.0
1144
|
Verified
Not enough data
Platform
8.7
1097
|
Verified
Not enough data
9.0
1148
|
Verified
Not enough data
8.6
893
|
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
1648
|
Verified
Not enough data
8.3
876
|
Verified
Not enough data
8.2
1568
|
Verified
Not enough data
8.2
1633
|
Verified
Not enough data
7.8
1186
|
Verified
Not enough data
8.4
671
|
Verified
Not enough data
7.9
1217
|
Verified
Not enough data
8.0
1209
|
Verified
Not enough data
8.2
1323
|
Verified
Marketing Automation
Not enough data
8.0
1344
|
Verified
Not enough data
7.9
1304
|
Verified
Not enough data
8.4
1540
|
Verified
Not enough data
7.9
1127
|
Verified
Customer Support
Not enough data
8.0
1201
|
Verified
Not enough data
7.9
1204
|
Verified
Not enough data
7.9
1236
|
Verified
Not enough data
7.8
1069
|
Verified
Not enough data
8.0
1113
|
Verified
Reporting & Analytics
Not enough data
8.2
1510
|
Verified
Not enough data
8.2
1560
|
Verified
Not enough data
8.1
1055
|
Verified
Mobile & Social
Not enough data
8.1
1082
|
Verified
Not enough data
8.0
1092
|
Verified
Not enough data
8.0
1202
|
Verified
Platform
Not enough data
8.1
866
|
Verified
Not enough data
8.1
839
|
Verified
Not enough data
8.4
857
|
Verified
Not enough data
8.1
648
|
Verified
Not enough data
7.8
547
|
Verified
Not enough data
8.1
718
|
Verified
Not enough data
8.4
846
|
Verified
Not enough data
8.1
661
|
Verified
Integration
Not enough data
8.3
652
|
Verified
Not enough data
8.1
640
|
Verified
Not enough data
8.0
601
|
Verified
Generative AI
Not enough data
8.2
180
Agentic AI - CRM
Not enough data
8.0
65
Not enough data
8.3
63
Not enough data
8.1
66
Not enough data
8.0
65
Not enough data
8.3
64
Not enough data
8.3
64
Not enough data
8.3
64
Configuration - cpq
8.8
76
|
Verified
Feature Not Available
8.9
32
|
Verified
Feature Not Available
8.7
71
|
Verified
8.3
60
8.6
71
|
Verified
8.3
56
8.8
72
|
Verified
8.4
61
Pricing
8.4
77
|
Verified
8.1
63
7.9
75
|
Verified
7.5
58
8.4
67
|
Verified
8.1
57
8.8
72
|
Verified
8.4
59
8.8
70
|
Verified
8.6
59
8.6
61
|
Verified
8.5
57
Quoting
8.4
68
|
Verified
8.4
59
8.3
66
|
Verified
8.3
53
8.9
74
|
Verified
8.4
54
8.6
62
|
Verified
8.4
56
8.8
75
|
Verified
8.6
53
Admin
9.2
239
|
Verified
8.2
90
8.8
212
|
Verified
7.7
84
8.9
202
|
Verified
8.3
87
9.2
236
|
Verified
8.3
84
Channels
8.4
63
|
Verified
8.1
58
8.5
53
|
Verified
7.7
53
9.0
29
|
Verified
8.0
50
Platform
8.6
177
|
Verified
8.4
90
8.8
154
|
Verified
8.2
86
8.9
157
|
Verified
8.0
78
9.3
215
|
Verified
8.5
89
8.9
222
|
Verified
8.4
91
8.8
13
8.6
20
Generative AI - cpq
Not enough data
7.4
15
Not enough data
7.5
16
Not enough data
7.7
16
Competition
Not enough data
8.7
58
|
Verified
Not enough data
8.7
57
|
Verified
Not enough data
8.7
57
|
Verified
Not enough data
8.5
53
|
Verified
Not enough data
8.5
55
|
Verified
Not enough data
7.9
18
Agentic AI - Sales Gamification
Not enough data
Not enough data
Integrations
Not enough data
8.9
61
|
Verified
Not enough data
8.8
59
Not enough data
8.7
45
Platform
Not enough data
8.8
65
|
Verified
Not enough data
8.9
64
|
Verified
Not enough data
8.8
58
|
Verified
Not enough data
8.8
63
|
Verified
Not enough data
8.8
63
|
Verified
Employee Features
Not enough data
8.9
66
|
Verified
Not enough data
8.8
68
|
Verified
Not enough data
8.8
68
|
Verified
Document Creation
8.8
929
|
Verified
Not enough data
8.7
935
|
Verified
Not enough data
8.3
787
|
Verified
Not enough data
8.9
883
|
Verified
Not enough data
9.0
903
|
Verified
Not enough data
8.8
867
|
Verified
Not enough data
Workflow
8.6
869
|
Verified
Not enough data
8.6
756
|
Verified
Not enough data
8.7
755
|
Verified
Not enough data
Analytics
9.0
858
|
Verified
Not enough data
8.6
739
|
Verified
Not enough data
8.6
799
|
Verified
Not enough data
Administration and Platform
8.8
831
|
Verified
Not enough data
8.9
896
|
Verified
Not enough data
8.3
757
|
Verified
Not enough data
9.2
876
|
Verified
Not enough data
8.2
552
|
Verified
Not enough data
8.3
652
|
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
950
|
Verified
Not enough data
8.8
971
|
Verified
Not enough data
9.0
884
|
Verified
Not enough data
8.9
863
|
Verified
Not enough data
9.2
918
|
Verified
Not enough data
9.1
981
|
Verified
Not enough data
9.0
895
|
Verified
Not enough data
8.6
779
|
Verified
Not enough data
8.9
911
|
Verified
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
Lead Generation
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
Lead Facilitation
Not enough data
8.4
72
Not enough data
8.8
73
Not enough data
8.8
73
Not enough data
8.8
73
Organization
Not enough data
8.6
74
Not enough data
8.4
73
Not enough data
8.6
73
Performance Analysis
Not enough data
Feature Not Available
Not enough data
8.6
75
Sales Analysis
Not enough data
8.4
69
Not enough data
8.4
73
Generative AI
Not enough data
8.3
27
Not enough data
8.1
27
Agentic AI - AI Sales Assistant
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Integrated Workflows
Not enough data
8.7
161
Not enough data
8.8
157
Not enough data
8.3
146
Not enough data
8.2
142
Not enough data
8.9
155
Not enough data
8.8
153
Not enough data
8.5
148
Repeatability and Reportability
Not enough data
8.4
145
Not enough data
8.6
150
Not enough data
8.6
143
Not enough data
8.2
139
Not enough data
7.9
121
AI and Automation
Not enough data
8.3
147
Not enough data
8.5
146
Not enough data
8.3
140
Not enough data
8.1
134
Not enough data
7.8
126
Generative AI
Not enough data
7.5
69
Agentic AI - Sales Engagement
Not enough data
7.9
28
Not enough data
7.8
26
Not enough data
8.0
27
Not enough data
7.9
26
Not enough data
7.7
27
Not enough data
8.0
27
Not enough data
8.1
26
Customer Requirements
Not enough data
8.5
52
Not enough data
8.5
51
Not enough data
8.5
53
Contracts
Not enough data
8.5
51
Not enough data
8.2
48
Not enough data
8.4
51
Revenue
Not enough data
8.5
53
Not enough data
8.5
51
Not enough data
8.4
48
Platform Basics
Not enough data
8.4
98
Not enough data
8.6
93
Not enough data
8.6
97
Not enough data
8.4
89
Not enough data
8.9
57
Agentic AI - Customer Journey Mapping
Not enough data
7.1
12
Content
Not enough data
8.9
79
Not enough data
8.6
76
Not enough data
8.5
76
Not enough data
8.7
77
Not enough data
8.6
74
Collaboration
Not enough data
8.8
76
Not enough data
8.5
78
Not enough data
9.0
80
Not enough data
9.0
83
Not enough data
8.7
78
Not enough data
8.7
75
Data Sources
8.8
610
Not enough data
8.4
519
Not enough data
9.1
671
Not enough data
Generation
9.2
703
Not enough data
Feature Not Available
Not enough data
9.1
661
Not enough data
Delivery
9.2
644
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
Lead Monitoring
Not enough data
9.0
42
Not enough data
8.9
42
Not enough data
8.7
42
Agentic AI - Lead Capture
Not enough data
7.2
27
Not enough data
7.2
27
Data Capture
Not enough data
8.3
42
Not enough data
8.5
42
Not enough data
8.1
42
Not enough data
8.3
42
Analytics
Not enough data
9.1
42
Not enough data
8.8
42
Customization
Not enough data
8.7
41
Not enough data
8.6
41
Not enough data
8.7
42
Not enough data
8.7
42
Customization
9.1
137
Not enough data
8.7
123
Not enough data
9.2
135
Not enough data
9.2
135
Not enough data
Additional Functionality
8.9
119
Not enough data
8.0
113
Not enough data
9.4
140
Not enough data
8.7
117
Not enough data
9.0
120
Not enough data
Agentic AI - Lead Scoring
Not enough data
6.4
12
Not enough data
6.7
13
Not enough data
6.7
12
Not enough data
6.8
12
Attribution
Not enough data
8.5
21
Not enough data
8.6
22
Not enough data
8.0
21
Discovery
Not enough data
8.6
22
Not enough data
8.3
21
Not enough data
8.3
22
Management
Not enough data
8.4
22
Not enough data
8.4
22
Platform
Not enough data
8.4
22
Not enough data
8.3
21
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
7.9
21
Not enough data
8.1
20
Not enough data
7.9
21
Incentives
Not enough data
8.2
154
|
Verified
Not enough data
8.4
161
|
Verified
Not enough data
8.0
153
|
Verified
Not enough data
8.4
162
|
Verified
Personalization
Not enough data
8.5
178
|
Verified
Not enough data
8.6
179
|
Verified
Not enough data
8.6
185
|
Verified
Not enough data
8.4
172
|
Verified
Administrative
Not enough data
8.5
170
|
Verified
Not enough data
8.5
174
|
Verified
Not enough data
8.4
162
Agentic AI - Email Tracking
Not enough data
7.7
30
Not enough data
7.5
29
Not enough data
7.6
30
Not enough data
7.0
29
Not enough data
7.0
30
Not enough data
7.4
30
Not enough data
7.6
29
Analytics
Not enough data
8.3
139
Not enough data
8.3
144
Not enough data
8.4
145
Customizations
Not enough data
8.7
149
Not enough data
8.8
146
Not enough data
8.8
147
Not enough data
8.7
143
Not enough data
8.6
148
Generative AI
Not enough data
7.6
59
Agentic AI - Sales Analytics
Not enough data
7.5
29
Not enough data
7.5
29
Not enough data
7.1
29
Not enough data
7.4
29
Not enough data
7.5
29
Data Sourcing
Not enough data
8.3
145
Not enough data
8.4
149
Not enough data
8.3
142
Not enough data
8.6
156
Not enough data
8.5
147
Predictive Analytics
Not enough data
8.5
147
Not enough data
8.3
139
Not enough data
8.0
124
Not enough data
8.2
130
Sales Management
Not enough data
8.5
154
Not enough data
8.3
131
Not enough data
8.5
145
Not enough data
8.8
152
Agentic AI - Sales Enablement
Not enough data
6.1
6
Not enough data
6.1
6
Not enough data
6.1
6
Content Management
Not enough data
8.2
10
Not enough data
8.0
10
Not enough data
8.0
10
Not enough data
8.8
10
Not enough data
8.2
10
Analytics
Not enough data
9.0
10
Not enough data
8.3
10
Not enough data
8.3
10
Not enough data
8.3
10
Learning Management - Sales Enablement
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Revenue Enablement - Sales Enablement
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Relationship Management - Insurance CRM
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Follow up Automation - Insurance CRM
Not enough data
Not enough data
Not enough data
Not enough data
Document Management - Insurance CRM
Not enough data
Not enough data
Integrations & Reports - Insurance CRM
Not enough data
Not enough data
Not enough data
Not enough data
Categories
Categories
Shared Categories
PandaDoc and Zoho CRM are categorized as CPQ
Unique Categories
PandaDoc is categorized as Contract Analytics, Document Management, E-Signature, E-Notary, Proposal, Document Generation, Salesforce AppExchange Apps, Contract Management, and Online Form Builder
Zoho CRM is categorized as Client Portal, Customer Journey Mapping, Quote-to-Cash, Sales Engagement, AI Sales Assistant, Sales Analytics, Email Tracking, Sales Gamification, Sales Performance Management, CRM, Lead Capture, Lead Scoring, Sales Enablement, and Insurance CRM
Reviews
Reviewers' Company Size
PandaDoc
Small-Business(50 or fewer emp.)
Mid-Market(51-1000 emp.)
Enterprise(> 1000 emp.)
Zoho CRM
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
8.5%
Construction
4.4%
Financial Services
4.1%
Other
63.7%
Information Technology and Services
16.0%
Computer Software
10.0%
Marketing and Advertising
8.9%
Financial Services
3.6%
Real Estate
3.5%
Other
58.1%
Alternatives
Discussions
Is PandaDoc safe?
9 Comments
RP
I believe so. We push out and manage a large volume of agreements and no issues so far.Read more
What is PandaDoc used for?
4 Comments
AB
PandaDoc is primarily used to e-sign documents (to collect electronic signatures), but it also has decent document creation capabilities (full-features...Read more
What have you found better than ZOHO
5 Comments
PC
Zoho One, with over 45 business applications, all centrally managed and synchronized, is the leader in breadth of application and breadth of security versus...Read more
can we create segmentation in this
3 Comments
Official Response from Zoho CRM
Yes Lavanya,
Zoho CRM supports segmentation. Segment your prospects/customers into buckets based on a pre-defined criteria, to identify cross-sell/up-sell...Read more
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