PandaDoc Alternatives & Competitors
Looking for alternatives to PandaDoc? Tons of people want Proposal software to help with contract database, approval process, and contract collaboration. What's difficult is finding out whether or not the software you choose is right for you. We have compiled a list of Proposal software that reviewers voted best overall compared to PandaDoc. Based on reviewer data you can see how PandaDoc stacks up to the competition, check reviews from current & previous users, and find the best fit for your business.
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Conga Document Generation
(360)4.4 out of 5Optimized for quick responseConga Document Generation makes it easy for Salesforce.com users to create sophisticated documents and reports using their data in Salesforce CRM with just a few clicks.Reviewers say compared to PandaDoc, Conga Document Generation is:
Slower to reach roiBetter at supportBetter at meeting requirementsConga Contract Management
(295)4.2 out of 5Optimized for quick responseConga Contract Management is a solution that streamlines the contract creation and management process.Reviewers say compared to PandaDoc, Conga Contract Management is:
Slower to reach roiMore expensiveBetter at supportQwilr
(284)4.5 out of 5Optimized for quick responseSave time and win more work by replacing your sales documents with interactive & mobile-friendly webpages that plug into your systems and are as easy to build and reuse as they are beautiful.Reviewers say compared to PandaDoc, Qwilr is:
Easier to do business withBetter at supportEasier to set upNintex Drawloop DocGen® for Salesforce
(239)4.2 out of 5Optimized for quick responseNintex DocGen™ for Salesforce, formerly referred to as Nintex Drawloop, simplifies document creation in Salesforce using the same data and documents you use today. Quickly and easily merge data into any combination of Word, Excel, PowerPoint or PDF document templates.Reviewers say compared to PandaDoc, Nintex Drawloop DocGen® for Salesforce is:
Slower to reach roiMore expensiveProposify
(223)4.7 out of 5Optimized for quick responseProposify helps sales teams streamline the process of creating, sending, and closing proposals, quotes, contracts, and other sales documents. It’s the simple way to deliver beautiful, winning proposals to your clients.Reviewers say compared to PandaDoc, Proposify is:
Easier to do business withBetter at supportBetter at meeting requirementsGetAccept
(207)4.5 out of 5GetAccept is an all-in-one solution for e-signature, contract management, proposal creation, sales collateral management, document tracking and prospecting. Used by sales, HR, customer success and development teams; personal video messaging, live chat and analytics are popular features.Reviewers say compared to PandaDoc, GetAccept is:
Easier to do business withBetter at supportBetter at meeting requirementsClientPoint
(191)4.5 out of 5Proposal software for consistent, rapid proposal creation. Manage your reps pipelines and track what your clients viewed with proposal analytics.Reviewers say compared to PandaDoc, ClientPoint is:
Slower to reach roiEasier to do business withBetter at supportQuoteWerks
(173)4.3 out of 5QuoteWerks is a turn-key quoting and proposal solution with over 80,000 Users in 101 countries. What sets QuoteWerks apart is its 55+ integrations with CRM, Accounting, Distributors, FedEx/UPS, Leasing, Sales Tax, Microsoft Word, Dell, Cisco, HP, CDW, NewEgg, Provantage, and more. QuoteWerks is used by companies in almost every industry and by companies of all sizesReviewers say compared to PandaDoc, QuoteWerks is:
Easier to do business withBetter at meeting requirementsBetter at supportOracle CPQ Cloud (BigMachines)
(152)3.8 out of 5Oracle CPQ Cloud (Configure, Price, and Quote) helps you sell faster, easier, and with greater accuracy—from anywhere.Reviewers say compared to PandaDoc, Oracle CPQ Cloud (BigMachines) is:
Slower to reach roiMore expensiveConnectWise Sell
(129)4.0 out of 5ConnectWise Sell offers IT solution providers of all sizes a cloud-based quoting platform that accelerates the quote-to-cash process and enables it to run smoothly. Tight integrations with leading CRMs like NetSuite, Salesforce, and ConnectWise Manage provide end-to-end visibility into the sales pipeline from quote and proposal creation to ordering, fulfillment, and billing.Reviewers say compared to PandaDoc, ConnectWise Sell is:
Slower to reach roiMore expensiveDocSend
(98)4.7 out of 5Optimized for quick responseDocSend tells salespeople how prospects engage with their sales material. Have the right conversation, with the right person, at the right time, and do business faster.Reviewers say compared to PandaDoc, DocSend is:
Better at supportMore usableEasier to do business withRFPIO
(89)4.8 out of 5RFPIO is a cloud-based RFP software that eliminates the friction often associated with responding to Requests for Proposal (RFPs), through a no-nonsense set-up, simple and intuitive user interface, and robust integrations with Salesforce and Slack.Reviewers say compared to PandaDoc, RFPIO is:
Better at supportEasier to do business withEasier to set upLoopio
(89)4.8 out of 5Optimized for quick responseLoopio’s response software streamlines the way enterprises respond to RFPs, RFIs, and Security Questionnaires. Why dig through past proposals, chase subject-matter experts, and spend hours updating old content when Loopio can help automate this for you.Reviewers say compared to PandaDoc, Loopio is:
Better at supportEasier to do business withMore usableDealHub.io
(88)4.8 out of 5Optimized for quick responseEasy to set up and easy to use, DealHub award-winning Sales Engagement and CPQ platform lets you share relevant content, quickly produce error-free quotes, track buyer engagement and automate sales workflows and approvals. DealHub is fully native within Salesforce and Microsoft Dynamics CRM.Reviewers say compared to PandaDoc, DealHub.io is:
Slower to reach roiBetter at supportEasier to do business withProposable
(73)4.3 out of 5Proposable empowers your company to create, track, and sign all your proposals without the headaches. From creating and sending trackable web-based proposals, to closing the deal with integrated eSignatures, Proposable automates the entire proposal process.Reviewers say compared to PandaDoc, Proposable is:
Better at meeting requirementsEasier to adminMore usableHuddle
(69)4.1 out of 5Huddle makes it easy to create secure, cloud-based Workspaces where you can collaborate on documents with teams and clients.Reviewers say compared to PandaDoc, Huddle is:
Slower to reach roiMore usableEasier to set upRFP360
(51)4.4 out of 5Optimized for quick responseWhether you're an RFP Issuer (Procurer) or a Responder (Vendor), RFP360 is end-to-end online RFP management software that improves the process -- and results. For everyone.Reviewers say compared to PandaDoc, RFP360 is:
Slower to reach roiBetter at supportEasier to do business withKBMax
(50)4.4 out of 5Optimized for quick responseKBMax is Cloud CPQ with 3D UI & CAD AutomationReviewers say compared to PandaDoc, KBMax is:
Slower to reach roiEasier to do business withBetter at supportVerenia
(41)4.4 out of 5Verenia provides organizations with leading CPQ and B2B ecommerce solutions that are tailored to simplify the buying and selling processes across all channels and allow businesses to align with expectations of modern customers.Reviewers say compared to PandaDoc, Verenia is:
Easier to do business withBetter at supportMore expensiveVendavo CPQ Cloud
(41)4.3 out of 5Optimized for quick responseVendavo CPQ Cloud is a cloud-based mobile sales solution that integrates with leading CRM and ERP systems.Reviewers say compared to PandaDoc, Vendavo CPQ Cloud is:
Slower to reach roiEasier to do business withBetter at support
#1
"Excellent Product and Customer Service: Once you've learned how to use Conga, it becomes a very helpful tool. Conga is incredibly flexible, so more than likely you'll be able to accomplish any document-creation goals with it. Also, customer support is excellent. There are some helpful resources online for some simpler issues, but the Conga support staff are incredibly helpful if you need more assistance with anything."
#2
"Realization of all types of contracts, easy and fast.: I like Conga, because it can help me to make all kinds of contracts, in a faster and more efficient way, thanks to its templates, fully configured, and ready to solve all kinds of uses of these commercial categories, besides, I can not only create everything type of custom contracts, if not follow-up, clear and concrete of each one of them, which facilitates and avoids me and hours of work, looking for the information on each person, so I can know all the process that is being carried out through timely follow-up to all contracts that are being carried out, I can see all kinds of statistics and endless data, of what I want to see of each contract, in real time, and contact the manager of each project if so I see it necessary, by email, chat or phone.
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#3
"Best of breed in its space, which is broader than proposals.: Qwilr is a great Apple-like product with great customer service. It just works and works very well, like a clean, elegant Apple app. It reminds me of Apple's iWeb: WYSIWYG, intuitive, and it just works the way it's supposed to. It's very stable.
It has some great native integrations with the best apps in a number of functional categories, except for PayPal, as well as integration with the Zapier network for further integrations, making it an almost ideal hub for web content creation, storage, and publishing for your online documents.
Qwilr has native integrations with Google Adwords, Google Maps, Google Sheets, Google Forms, Typeform, Calendly, Crisp, Pipedrive, Xero, and several others, as well as third-party integrations with the Zapier network of the most popular web apps."
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#4
"Extremely easy to use: DocGen has been boon for us. Especially when we are short of development time and need to roll out a new document or update changes. We don't have to depend on the developers or consultants to develop, test and release the Visualforce Page. All it takes is a few clicks and its done. It is as simple as editing a word document."
#5
"A bulletproof sales closer: We are a training company with team members in far flung places. Proposify helps us co-ordinate our proposals in one place. We have built a body of templates and add ins for our various services too. Being in cloud allows us to collaborate on it as a remote team and then send the final version to the client. We are notified when a client is active on it. The client can also send questions and notes to us through Proposify. Proposify then calcs close/won by account manager. "
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#6
"Great way to evaluate late stage deals!: I love the analytics and engagement data you get from GetAccept."
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#7
"Great for repeat tasks: Templates make sending out consistent proposals. Tracking makes it very easy to see when they were open and by whom. I am able to have Paperless Proposal integrate with my CRM software and am able to track progress of different projects as they develop. I cover a large territory, and one thing that is VERY nice is if I am an a situation that does not require me to visit a client to drop off a submittal, I can send them a Paperless Proposal LINK, and not get in the car. The link is VERY important, as some of my proposals can be quite large, with high quality images, and be too large to send ans an attachment. Templates are where I like this product the most. I am able to utilize a few different templates, and get everything in order before I send them to the client, ensuring I miss nothing. "
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#8
"quotewerks - Moderate: I like the ease of use and how the product ties into our other softwares and helps to manage our configurations for renewals. We use connectwise so it integrates well with it. It also pull all information from the vendors that we have linked through it. The product makes delivery quotes, proposals, scopes of work, renewals, and other sales packets easy."
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#9
"CPQ Cloud Quoting Experience: I like the flexibility of the way that the upload process while quoting. As we do not store any products in CPQ (yet) using the CSV upload process is seemless."
#10
"A lot of great features, but missing a few quality of life features. : I love that you can duplicate quotes, this makes doing similar quotes way faster. It integrates really well with Connectwise which makes product conversions that much easier. The alert system that emails me when a quote is opened and approved is really nice for me since I am often not in the office. The PDF to the side of the quote is really nice when there is an issue with the clients receiving my emails. I can just download the PDF and send it as a attachment. This isn't the greatest way to do it, but I like that the option is available to me. I also love the mobility of the cloud platform. i can be at the office and work on a quote, then head home and bring that quote up instantly. Works great across platforms. "
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#11
"Great At Sending Docs.... Bad At Everything Else: I like that I can send out documents to people and track them. It also shows you which slides people were viewing and how much time they spent on each slide. This is handy especially for sharing large files that can't be emailed due to size. "
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#12
"The Platform - and the People - make this RFP software the only one to choose!: RFPIO is incredibly user-friendly, and the addition of artificial intelligence to the knowledge base allows it to learn and evolve the more we use it (currently for our Public Sector proposals). The software, in conjunction with the extraordinary support provided by their staff, provides us with new and valuable insights into our RFP process, enabling us to achieve outstanding results! New features are added regularly, along with real-time training and support for those features. "
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#13
"Loopio is our Source of Truth: Loopio has given us the ability to capture institutional knowledge that historically was dispersed throughout other systems, previous projects, and email/slack. We're seeing more success with Loopio Magic and currently see about 17% of each project completed through automation."
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#14
"CPQ for Fast Growth Sales Team: Easy to use. Easy to make changes to the playbook. Saved me time in sending quotes and creating different quote versions. Our Management team typically approve price adjustments within minutes as oppose to hours."
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#15
"A good system for business development teams and professionals: I like that I can pull together a proposal quickly from my templates and the content library I've built over the years. I can also easily access a proposal from the system. Real-time notifications when the proposal is viewed or commented on is very helpful.
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#16
"Keep your work area organized and manage each of your activities with Huddle.: It has been a privilege to have Huddle and to stay out of complex processes with applications that affected us in the time factor, resorting to training. We have found a tool that gives us the confidence to share, create, modify and manage each of our tasks and with a first class support.
It gives a fluid work environment in which you can interact under any edition or integration for any activity."
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#17
"RFP 360 is a huge time saver that allows me to bring efficiency to an otherwise inefficient process: The ability to task out questions and answers to other individuals across my company (or even external partners) really facilitates successful collaboration. I can make sure that certain teams (like marketing or security, for example) are routinely reviewing content that is old or in need of an update with a few clicks. I can identify which responses have received the most attention and determine why that is.
Things are always changing and so it's nice to have the product also being proactively engaged in outreach.
I also love how responsive the support and account teams have been. I am in sales and constantly on the phone, responding to questions and leading product calls. I understand the need for organization and responsiveness. I'm happy to say that my account manager works very closely with me to enable our success. She always answers my questions and will hop on a call to help me out when needed. "
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#18
"KBMax - Cloud quotes software.: KbMax is a tool that helps us strongly with the creation of quotes that require 3D designs for our customers, we can create all kinds of animations and products at scale, this allows us to offer our customers a better offer of our products, thanks to the 3d models we can make, where we show customers the most complex details of certain products, which are only sold to one type of people, different companies, hire our services, to make designs of all kinds, from models to scales of machines and tools, previously it was difficult to offer this type of service, since software design automation and different types of applications, do not have the features that KB max has, which makes it a software totally dedicated to this type of tasks."
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#19
"Very visual and great for customer use.: The ability for customers to be able to go through and configure a product on their own so we can import that directly into an order without having to re-key. We have so many customers that love this new tool that we offered to them so they can build their products and see pricing change as they go through the process of building. We have had a lot of positive feedback from our customers. Great for quoting customers as well as they can just use the quote we build and send it back it they want to order and we have it built already so we just download and import!"
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#20
"Terrible / too difficult to use: There’s honestly not too much except the fact that I was told about how popular it was... so at my job we were giving it a go.. I heard lots of great things like how easy it was to access and use however for me personally I disagree... "
See all Vendavo CPQ Cloud reviews
