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    Overview
    ProductRatingMost Used ByProduct SummaryStarting Price

    S&P Capital IQ

    Score7.5 out of 10
    N/ACapital IQ is a market intelligence software solution offered by S&P Global Market Intelligence, which is the result of McGraw Hill Financial's acquisition of SNL Financial.N/A

    PandaDoc

    Score8.5 out of 10
    N/APandaDoc 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.

    $35

    per month per seat

    Pricing
    S&P Capital IQPandaDoc
    Editions & Modules
    No answers on this topic
    Starter
    $35
    per month per seat
    Business
    $65
    per month per seat
    Enterprise
    Contact Sales
    Offerings
    Pricing Offerings
    S&P Capital IQPandaDoc
    Free Trial
    NoYes
    Free/Freemium Version
    NoNo
    Premium Consulting/Integration Services
    NoYes
    Entry-level Setup FeeNo setup feeOptional
    Additional Details—PandaDoc offers a free eSign plan and 3 paid packages for eSigning and document automation. All plans include unlimited documents and eSignatures. Evaluations start with a free 14-day trial. Up to a 46% discount for annual pricing.
    More Pricing Information
    Community Pulse
    S&P Capital IQPandaDoc
    Considered Both Products
    S&P Global Inc.
    No answer on this topic
    PandaDoc
    No answer on this topic
    Key User Insights
    Would buy again
    No answers on this topic
    96%
    Would buy again
    222 Answers
    Delivers good value for the price
    No answers on this topic
    97%
    Delivers good value for the price
    204 Answers
    Happy with the feature set
    No answers on this topic
    96%
    Happy with the feature set
    221 Answers
    Lived up to sales and marketing promises
    No answers on this topic
    97%
    Lived up to sales and marketing promises
    174 Answers
    Implementation went as expected
    No answers on this topic
    97%
    Implementation went as expected
    182 Answers
    Features
    S&P Capital IQPandaDoc
    Financial Research
    Comparison of Financial Research features of S&P Capital IQ and PandaDoc
    Feature
    S&P Capital IQ
    6.4
    3 Ratings
    14% below category average
    PandaDoc
    -
    Ratings
    Private Company Data6.03 Ratings00 Ratings
    Industry-Specific Information7.83 Ratings00 Ratings
    Independent Research Access8.52 Ratings00 Ratings
    M&A Analysis5.33 Ratings00 Ratings
    Supply Chain Data5.01 Ratings00 Ratings
    ESG Data5.52 Ratings00 Ratings
    Credit Ratings Reports7.33 Ratings00 Ratings
    Macroeconomic News6.33 Ratings00 Ratings
    Search Tools6.23 Ratings00 Ratings
    Best Alternatives
    S&P Capital IQPandaDoc
    Small Businesses
    No answers on this topic
    BoldSign, by Syncfusion
    Score10 out of 10
    Medium-sized Companies
    No answers on this topic
    OneSpan Sign
    Score9.6 out of 10
    Enterprises
    No answers on this topic
    DocuSign
    Score8.7 out of 10
    All AlternativesView all alternativesView all alternatives
    User Ratings
    S&P Capital IQPandaDoc
    Likelihood to Recommend
    7.1
    (10 ratings)
    8.5
    (329 ratings)
    Likelihood to Renew
    10.0
    (1 ratings)
    9.1
    (18 ratings)
    Usability
    7.0
    (3 ratings)
    8.3
    (23 ratings)
    Availability
    -
    (0 ratings)
    9.1
    (4 ratings)
    Performance
    -
    (0 ratings)
    9.6
    (21 ratings)
    Support Rating
    -
    (0 ratings)
    6.1
    (23 ratings)
    Implementation Rating
    -
    (0 ratings)
    6.3
    (4 ratings)
    Configurability
    -
    (0 ratings)
    2.8
    (3 ratings)
    Ease of integration
    -
    (0 ratings)
    9.0
    (20 ratings)
    Product Scalability
    -
    (0 ratings)
    8.6
    (4 ratings)
    Vendor post-sale
    -
    (0 ratings)
    9.7
    (20 ratings)
    Vendor pre-sale
    -
    (0 ratings)
    6.7
    (4 ratings)
    User Testimonials
    S&P Capital IQPandaDoc
    Likelihood to Recommend
    S&P Global Inc.
    Cap IQ is well suited for analyzing security pricing and valuation, tracking stock performance over time, looking up comparable transactions, and analyzing valuations on an industry basis. The service is also well suited for charting and data analysis purposes.
    Incentivized
    Read full review
    PandaDoc
    Best suited for after demonstrations when requested by the prospect when they are looking for pricing with T&C. The data room is also great that acts like a drop box for opportunities and their contacts. Helps share pertinent information with others in the organization.
    Incentivized
    Read full review
    Pros
    S&P Global Inc.
    • On-demand reliable financial data either through the platform or through the Excel Plug-In
    • Great user interface, intuitive to use
    • Great help desk function, quick and responsive
    • Excellent auditability of financial data with easy traceback to source documents
    Incentivized
    Read full review
    PandaDoc
    • Allows clients to remotely execute documents.
    • Tracks the progress of document execution.
    • Emails clients to remind them to sign documents so we don't have to follow up.
    • Emails us when documents have been fully executed.
    • Provides an easy-to use interface to place signatures, dates, and other information on our forms.
    Incentivized
    Read full review
    Cons
    S&P Global Inc.
    • The scope and depth of the collected data can be increased.
    • The UI with little icons and buttons may be difficult at first but may become intuitive. The UI isn't horrible but might be better.
    • Global data coverage, but US and UK markets have the greatest details. MENA and APAC lack.
    Incentivized
    Read full review
    PandaDoc
    • Sometimes the fillable fields don't automatically map properly and you have to manually adjust.
    • Plan tiers and pricing recently changed, so now we get less value and less features (limited templates, no more pricing tables or invoicing/connected payment) for the same price, which is pricy for a small business.
    • Easier, integrated invoicing as an included feature (so we don't have to use a different software for invoicing/payment collection) would be ideal. You have to upgrade to the Business Plan for this.
    Incentivized
    Read full review
    Likelihood to Renew
    S&P Global Inc.
    [It's the] best ever.
    Incentivized
    Read full review
    PandaDoc
    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
    Incentivized
    Read full review
    Usability
    S&P Global Inc.
    S&P CIQ Pro has great data, however, the new pro version is currently difficult to use given how slow the data is to process
    Incentivized
    Read full review
    PandaDoc
    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.
    Incentivized
    Read full review
    Reliability and Availability
    S&P Global Inc.
    No answers on this topic
    PandaDoc
    We haven't had any real issues regarding downtime as of yet.
    Incentivized
    Read full review
    Performance
    S&P Global Inc.
    No answers on this topic
    PandaDoc
    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.
    Incentivized
    Read full review
    Support Rating
    S&P Global Inc.
    No answers on this topic
    PandaDoc
    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.
    Incentivized
    Read full review
    Implementation Rating
    S&P Global Inc.
    No answers on this topic
    PandaDoc
    Implementation was before the time I was here at Riafox, however, support has been great in assisting to merge spaces and upgrade to 2.0 Editor.
    Incentivized
    Read full review
    Alternatives Considered
    S&P Global Inc.
    We had Capital IQ in addition to Bloomberg. It was much easier for a new person to use Capital IQ than Bloomberg. The ease of use was a huge selling point for us. Yahoo finance on the other hand is free, but you cannot gather all the data you may need in one location like you can in Capital IQ.
    Incentivized
    Read full review
    PandaDoc
    We used Dropbox back when it was still HelloSign. At the time, new templates were very hard to create. We had to upload a PDF and then add the fields from there. With PandaDoc, we are able to drag and drop the text, images, logos, and fields we need easily. This has saved our team an immense amount of time.
    Incentivized
    Read full review
    Scalability
    S&P Global Inc.
    No answers on this topic
    PandaDoc
    It's scalable
    Incentivized
    Read full review
    Return on Investment
    S&P Global Inc.
    • S&P Capital IQ contributes to a more comprehensive analysis of companies when making decisions on how best to market them to potential buyers.
    • S&P Capital IQ has enabled my company to be more efficient in learning about and valuing companies.
    • Due to the quality and reliability of information S&P Capital IQ has, it is saving my company large amounts of time.
    Incentivized
    Read full review
    PandaDoc
    • We have greatly increased the efficiency in which we can get signatures from individuals for documents and increase productivity.
    • We have been able to find older documents very easily.
    • W-9 have been very difficult due to Section 3, but this was addressed with conditional logic
    Incentivized
    Read full review
    ScreenShots

    PandaDoc Screenshots

    Screenshot of some of the custom-designed themes, templates, embedded rich media, and interactivity to give every deal the opportunity to get noticed.Screenshot of automatic notifications, on-the-fly editing, CRM Integrations, and integrated eSignatures.Screenshot of reporting, with drill down to the deal level with proposals, to pick which deals to include (or exclude).Screenshot of legally binding eSignaturesScreenshot of centralized communications to streamline the negotiation process, and make revisions in real-time in a single location.Screenshot of document analytics that display what’s really happening after documents are sent with real-time reporting on engagement and activity on the documents. This enables teams to respond faster to prospects.