What users are saying about
38 Ratings
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Top Rated
381 Ratings
38 Ratings
<a href='https://www.trustradius.com/static/about-trustradius-scoring' target='_blank' rel='nofollow noopener'>trScore algorithm: Learn more.</a>
Score 8.3 out of 100

PandaDoc

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Top Rated
381 Ratings
<a href='https://www.trustradius.com/static/about-trustradius-scoring' target='_blank' rel='nofollow noopener'>trScore algorithm: Learn more.</a>
Score 8.8 out of 100

Feature Set Ratings

    Sales Force Automation

    8.9

    Close

    89%

    PandaDoc

    Feature Set Not Supported
    N/A
    Close ranks higher in 8/8 features

    Customer data management / contact management

    8.3
    83%
    8 Ratings
    N/A
    0 Ratings

    Workflow management

    7.9
    79%
    8 Ratings
    N/A
    0 Ratings

    Territory management

    8.0
    80%
    1 Rating
    N/A
    0 Ratings

    Opportunity management

    9.4
    94%
    6 Ratings
    N/A
    0 Ratings

    Integration with email client (e.g., Outlook or Gmail)

    9.4
    94%
    8 Ratings
    N/A
    0 Ratings

    Contract management

    10.0
    100%
    1 Rating
    N/A
    0 Ratings

    Interaction tracking

    8.2
    82%
    8 Ratings
    N/A
    0 Ratings

    Channel / partner relationship management

    9.7
    97%
    3 Ratings
    N/A
    0 Ratings

    Customer Service & Support

    8.7

    Close

    87%

    PandaDoc

    Feature Set Not Supported
    N/A
    Close ranks higher in 3/3 features

    Case management

    8.0
    80%
    3 Ratings
    N/A
    0 Ratings

    Call center management

    8.0
    80%
    5 Ratings
    N/A
    0 Ratings

    Help desk management

    10.0
    100%
    2 Ratings
    N/A
    0 Ratings

    Marketing Automation

    9.1

    Close

    91%

    PandaDoc

    Feature Set Not Supported
    N/A
    Close ranks higher in 2/2 features

    Lead management

    8.8
    88%
    6 Ratings
    N/A
    0 Ratings

    Email marketing

    9.5
    95%
    5 Ratings
    N/A
    0 Ratings

    CRM Project Management

    8.1

    Close

    81%

    PandaDoc

    Feature Set Not Supported
    N/A
    Close ranks higher in 3/3 features

    Task management

    8.1
    81%
    5 Ratings
    N/A
    0 Ratings

    Billing and invoicing management

    10.0
    100%
    1 Rating
    N/A
    0 Ratings

    Reporting

    6.3
    63%
    5 Ratings
    N/A
    0 Ratings

    CRM Reporting & Analytics

    8.0

    Close

    80%

    PandaDoc

    Feature Set Not Supported
    N/A
    Close ranks higher in 3/3 features

    Forecasting

    10.0
    100%
    1 Rating
    N/A
    0 Ratings

    Pipeline visualization

    8.4
    84%
    6 Ratings
    N/A
    0 Ratings

    Customizable reports

    5.5
    55%
    4 Ratings
    N/A
    0 Ratings

    Customization

    8.5

    Close

    85%

    PandaDoc

    Feature Set Not Supported
    N/A
    Close ranks higher in 4/4 features

    Custom fields

    9.2
    92%
    7 Ratings
    N/A
    0 Ratings

    Custom objects

    10.0
    100%
    2 Ratings
    N/A
    0 Ratings

    Scripting environment

    8.0
    80%
    3 Ratings
    N/A
    0 Ratings

    API for custom integration

    6.8
    68%
    7 Ratings
    N/A
    0 Ratings

    Security

    8.2

    Close

    82%

    PandaDoc

    Feature Set Not Supported
    N/A
    Close ranks higher in 2/2 features

    Single sign-on capability

    8.0
    80%
    3 Ratings
    N/A
    0 Ratings

    Role-based user permissions

    8.4
    84%
    6 Ratings
    N/A
    0 Ratings

    Social CRM

    10.0

    Close

    100%

    PandaDoc

    Feature Set Not Supported
    N/A
    Close ranks higher in 2/2 features

    Social data

    10.0
    100%
    1 Rating
    N/A
    0 Ratings

    Social engagement

    10.0
    100%
    1 Rating
    N/A
    0 Ratings

    Integrations with 3rd-party Software

    7.0

    Close

    70%

    PandaDoc

    Feature Set Not Supported
    N/A
    Close ranks higher in 1/1 features

    Marketing automation

    7.0
    70%
    4 Ratings
    N/A
    0 Ratings

    Platform

    10.0

    Close

    100%

    PandaDoc

    Feature Set Not Supported
    N/A
    Close ranks higher in 1/1 features

    Mobile access

    10.0
    100%
    1 Rating
    N/A
    0 Ratings

    Attribute Ratings

    • Close is rated higher in 3 areas: Likelihood to Recommend, Usability, Support Rating

    Likelihood to Recommend

    9.4

    Close

    94%
    8 Ratings
    8.9

    PandaDoc

    89%
    229 Ratings

    Likelihood to Renew

    Close

    N/A
    0 Ratings
    7.8

    PandaDoc

    78%
    17 Ratings

    Usability

    8.8

    Close

    88%
    3 Ratings
    8.2

    PandaDoc

    82%
    22 Ratings

    Availability

    Close

    N/A
    0 Ratings
    9.1

    PandaDoc

    91%
    5 Ratings

    Performance

    Close

    N/A
    0 Ratings
    7.4

    PandaDoc

    74%
    21 Ratings

    Support Rating

    9.2

    Close

    92%
    3 Ratings
    6.8

    PandaDoc

    68%
    24 Ratings

    Implementation Rating

    Close

    N/A
    0 Ratings
    6.4

    PandaDoc

    64%
    6 Ratings

    Configurability

    Close

    N/A
    0 Ratings
    4.2

    PandaDoc

    42%
    3 Ratings

    Ease of integration

    Close

    N/A
    0 Ratings
    8.7

    PandaDoc

    87%
    20 Ratings

    Product Scalability

    Close

    N/A
    0 Ratings
    8.7

    PandaDoc

    87%
    4 Ratings

    Vendor post-sale

    Close

    N/A
    0 Ratings
    9.0

    PandaDoc

    90%
    20 Ratings

    Vendor pre-sale

    Close

    N/A
    0 Ratings
    7.1

    PandaDoc

    71%
    4 Ratings

    Likelihood to Recommend

    Close

    Excellent software to increase sales and follow up with existing and new customers. Email and SMS handling are really easy for the sales team, managing leads is really great, and Close merges duplicate leads to help our Data Leads avoid repetitive and unnecessary calls. As mentioned in some comments before, must improve in reports, Close is not appropriate to handle or track agents' hours making it necessary to implement additional software to cover this area.
    Read full review

    PandaDoc

    PandaDocs would be well-suited for technical companies. As a creative agency, we do experience some design restraints but overall it functions well and is a great resource to effectively manage proposals and contracts. PandaDoc also integrates well with Quickbooks making the sales/onboarding process extremely efficient.
    Read full review

    Pros

    Close

    • Email sequences. Create and send a sequence of emails until the sequence finishes or the contact replies to your email. You can also pause the sequence manually.
    • Email sync. Syncs in real time with your email account, which is huge.
    • Zapier integration. We've automated a lot of our pipeline management through the Zapier integration. This saves us soooo much time.
    Read full review

    PandaDoc

    • Multiple users at once in one document.
    • Clear communication within the document and ease of use to send to clients.
    • Allowed for us to follow the paper trail as it was sent out for review or final signature.
    • Look and feel of the product is outstanding.
    Read full review

    Cons

    Close

    • Make it so one can set the time at which the emails go out.
    • Make it easier to set up my workflow.
    Read full review

    PandaDoc

    • That allows us to include the "subject" field within the "saved messages" template. Currently we have to manually edit the subject every time we submit a quote
    • That we can use Spanish in "Recipient's display language" to show the prices of the products separating the thousands with a comma and the decimals with a point
    • To be able to import the names and prices of products in the price table without having to delete the first row because it appears blank
    Read full review

    Pricing Details

    Close

    Starting Price

    $29 per user, monthly

    Editions & Modules

    Close editions and modules pricing
    EditionModules
    Starter291
    Basic692
    Professional993
    Business1494

    Footnotes

    1. per user, monthly
    2. per user, monthly
    3. per user, monthly
    4. per user, monthly

    Offerings

    Free Trial
    Free/Freemium Version
    Premium Consulting/Integration Services

    Entry-level set up fee?

    Optional

    Additional Details

    15% discount on annual pricing in addition to the month-to-month prices listed here.

    PandaDoc

    Starting Price

    $0

    Editions & Modules

    PandaDoc editions and modules pricing
    EditionModules
    Free eSignFree1
    Essentials192
    Business493
    EnterpriseContact sales team4

    Footnotes

    1. none
    2. per user/per month
    3. per user/per month
    4. none

    Offerings

    Free Trial
    Free/Freemium Version
    Premium Consulting/Integration Services

    Entry-level set up fee?

    Optional

    Additional Details

    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, eSignatures, and users. Start your evaluation with a free 14-day trial. Talk to our sales team to find the best pricing solution for you and your team.

    Pricing Info

    Likelihood to Renew

    Close

    No answers on this topic

    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
    Read full review

    Usability

    Close

    It's my favorite CRM to recommend to sales organizations. Robust Telephony options including a Power Dialer, SMS, and Voice Drop, are completely integrated into the CRM. The kicker is you can have "Unlimited" contacts where many platforms charge based on the number of users. This can make a huge difference in monthly billing.
    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.
    Read full review

    Reliability and Availability

    Close

    No answers on this topic

    PandaDoc

    We haven't had any real issues regarding downtime as of yet.
    Read full review

    Performance

    Close

    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.
    Read full review

    Support Rating

    Close

    I haven't really had the need to use their support, but the only time I had an issue with the platform, the Close team was very attentive and responded in a short span of time. Also they take minimal time to solve issues. The only con here is there is no way to reach out to them apart from email.
    Read full review

    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.
    Read full review

    Implementation Rating

    Close

    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.
    Read full review

    Alternatives Considered

    Close

    Pipedrive was great for us for a long time. We used it for over 4 years. Our product and process was simple. When things got more complex, we needed something that could handle our growing needs and Pipedrive kept falling short. We built our own custom solution in Airtable and though it worked, we spend a lot of time managing it. Close was able to solve all our issues and save us hours per week in admin work.
    Read full review

    PandaDoc

    We looked at several other products, most notably Adobe and DocuSign. We found PandaDoc to be easier to use and a better value. There might be a couple of additional features with Adobe or DocuSign, but PandaDoc has done everything we've needed for our amount of e-signing needs (mostly for partner contracts).
    Read full review

    Scalability

    Close

    No answers on this topic

    PandaDoc

    It's scalable
    Read full review

    Return on Investment

    Close

    • Positive - It's much easier now with Close.io to make sure that no deal falls through the cracks. Therefore helping us recover lost revenue.
    Read full review

    PandaDoc

    • PandaDoc has significantly improved our close rate. Before we would lose clients because the signature process wasn't clean enough.
    • As the Senior Account Manager, I have saved hours and hours troubleshooting the contract signature process since using PandaDoc.
    • TwentyThree.Five's customer experience has improved significantly due to the ease of PandaDoc's use.
    Read full review

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