Finnish company Basware offers Purchase to Pay (P2P), their flagship e-procurement application which also features accounts payable (AP) Automation, Contract Lifecycle Management, travel and expense management, and supporting analytics.
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PandaDoc
Score 8.7 out of 10
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PandaDoc headquartered in San Francisco offers their eponymous electronic signature platform for sales teams, containing sales proposal automation and CPQ (configure, price, quote) features, and integration with CRMs.
$19
per user/per month
Pricing
Basware Purchase to Pay
PandaDoc
Editions & Modules
No answers on this topic
Essentials
$19
per user/per month
Business
$49
per user/per month
Free eSign
Free
Enterprise
Contact sales team
Offerings
Pricing Offerings
Basware P2P
PandaDoc
Free Trial
No
Yes
Free/Freemium Version
No
Yes
Premium Consulting/Integration Services
No
Yes
Entry-level Setup Fee
No setup fee
Optional
Additional Details
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PandaDoc offers a free eSign plan and 3 paid packages for eSigning and document automation starting at $19 per month per user. All plans include unlimited documents and eSignatures. Evaluations start with a free 14-day trial.
I would definitely recommend using Basware Purchase to Pay in your organization, it handles high amounts of invoices efficiently and you can perform your work with ease. I am acting as a Basware superuser in my team so I know this software thoroughly and it rarely gives any issues, even errors are described in a clear way so the user knows what needs to be resolved/what is missing.
If you run a business, then you must use PandaDoc. You can use it for HR, IT, Finance, Sales, Operations, Customer Success, etc. Excellent for complex proposals with a beautiful design. Document analytics helped me track the status (sent, viewed, and completed). If a document wasn't viewed, I'd follow up to help close the deal quicker. The integrations allowed for a seamless experience. I can create and send a document from the CRM and when it's signed, it saves the opportunity. There are triggers to change the status to complete and automation to save the document to a folder for accounting to process and operations to proceed with deliverables. It helped with cross-departmental communication and allowed for more team productivity.
The visibility of who has completed but not fully signed. I love the dashboard but have to consistently scroll to get back to where I was looking and find interesting agreements to surface where we have not counter signed yet.
We will continue using product and continue renewing as it is widely used product and it has been well adapted by users in our organization. The product is expensive but we will use it. Hopefully the product bugs will be fixed in future and they will provide more HA architecture feather for Basware.
The reason I gave it a rating of 7 is because it's probable, but not for sure. This is because there are a few little things we don't love about pandadoc. Mostly that there is not conditional logic such as: they must either fill this field out OR this one. Also it's a little pricey. But we'll probably stay because it's good enough and a pain to switch to something new
Once you get the hang of it, it's very easy to use. There can be a slightly steep learning curve to get fully in on the system. The new editor v2 has really improved usability and allows us to collaborate on documents simultaneously. Once the templates and library items are set up, a new document, whether it be a sales or HR document, takes very little time to complete.
The documents load quickly for the most part but sometimes if there are larger documents with a high number of variables it could take a bit longer to get the document to show up. Most of the time the document comes on the screen relatively quickly allowing for quick access to documents to be edited and sent out.
Recently I could not upload a pdf to a contract - support was very responsive and easy to work with. They got back to me the next day with an apparent fix - however when I opened the document nothing had changed. I then could not respond to the rep who was helping me because it was a "no-reply address", the problem still has not been solved and we had to make alternate arrangements to get this to the client. Never had it happen before and was only with this one contract.
Basware was not my selection as I was not with the company at the time. It was easy to learn and we have maintained a good working relationship with Basware. It is a very good way to process the workflow of invoices from start to finish
We also evaluated a product called "Better Proposals" that's not in the TrustRadius list. Pandadoc won our business by virtue of having generally more flexible design and layout abilities. There are a lot of new contenders in the space of proposal/contract creation and management, but Pandadoc feels a) more mature and robust, and b) like much more than just proposal management software. We also use it for contracts with contractors, addendums, branded legal documents, and an increasing number of additional documents as we become more accustomed to it. It's definitely more than just a sales and marketing tool, it's also amazing for a host of HR applications.
