TrustRadius: an HG Insights company

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    Overview
    ProductRatingMost Used ByProduct SummaryStarting Price

    LeadSquared

    Score7.4 out of 10
    N/ALeadSquared is a unified Sales Force Automation and Marketing Automation platform designed for high-velocity sales environments. The system utilizes machine learning (ML) models to automate lead distribution and prioritize customer interactions across sales, marketing, and field operations teams.

    $50

    per month per user

    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
    LeadSquaredPandaDoc
    Editions & Modules
    Sales Super
    $50
    per month per user
    LeadSquared Sales Pro
    $60
    per month per user
    Starter
    $35
    per month per seat
    Business
    $65
    per month per seat
    Enterprise
    Contact Sales
    Offerings
    Pricing Offerings
    LeadSquaredPandaDoc
    Free Trial
    YesYes
    Free/Freemium Version
    NoNo
    Premium Consulting/Integration Services
    YesYes
    Entry-level Setup FeeOptionalOptional
    Additional DetailsAdditional add-ons and modules available for expanded functionality.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
    LeadSquaredPandaDoc
    Considered Both Products
    LeadSquared
    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
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    LeadSquaredPandaDoc
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    Salesflare
    Score10 out of 10
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    Kintone
    Score9.7 out of 10
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    Score9.6 out of 10
    Enterprises
    Oracle Sales
    Score8.9 out of 10
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    Score8.7 out of 10
    All AlternativesView all alternativesView all alternatives
    User Ratings
    LeadSquaredPandaDoc
    Likelihood to Recommend
    7.0
    (41 ratings)
    8.5
    (329 ratings)
    Likelihood to Renew
    8.8
    (9 ratings)
    9.1
    (18 ratings)
    Usability
    9.0
    (4 ratings)
    8.3
    (23 ratings)
    Availability
    -
    (0 ratings)
    9.1
    (4 ratings)
    Performance
    -
    (0 ratings)
    9.6
    (21 ratings)
    Support Rating
    9.8
    (4 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
    LeadSquaredPandaDoc
    Likelihood to Recommend
    LeadSquared
    1. Very suitable for an omnichannel business, as it can capture both online and offline lead sources and allows for follow ups. 2. Very suitable for call centers as lead and call tracking can be done very easily using LeadSquared. 3. Not very suitable for on field sales. Even though the mobile app does facilitate portability, the overall experience does not come close to the desktop version which is not feasible for an on field sales representative to use.
    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
    LeadSquared
    • Call history is recorded like dialed calls, connected calls, total talktime in a daily, weekly, monthly, yearly, and on a custom basis.
    • The activity history of both customers, and employees are shown clearly, which help us a lot in understanding the interest of the customer, and their communication history with the organization.
    • Daily attendance history and man-days management can be done.
    • Sales performance and their values are mapped clearly.
    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
    LeadSquared
    • LeadSquared is a little bit expensive compared to other slimmer products, so they need to think about it.
    • Sometimes LeadSquared gets stuck when I use it to run a large campaign, I would like them to improve this.
    • LeadSquared creates a problem in slow internet connections, so I guess this is also an improvement area for them.
    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
    LeadSquared
    It is an excellent value for money solution and is fulfilling all our needs quite efficiently. They keep working on the product and each month sees an update allowing for a bug free experience and faster incorporation of newer tools. I see no reason why I would not like to renew the subscription for this fabulous product.
    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
    LeadSquared
    Having talked about all other things in detail in my previous responses, this question I feel is redundant but then I will highlight the points again - Easy to Use - Flexible - Robust System - Ever-evolving - Support & Service - Integrations with third party tools & technologies - LMS - Data Management & Reports - Landing Page Options
    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
    LeadSquared
    No answers on this topic
    PandaDoc
    We haven't had any real issues regarding downtime as of yet.
    Incentivized
    Read full review
    Performance
    LeadSquared
    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
    LeadSquared
    Great to work with and also Easy to work with Do not just listen to the problem but provide upfront solutions Always available and are ready to support on holidays Considerate of user's knowledge and always ready to explain the smallest / dumbest doubt a user can ask Always available to help with the internal tasks as well like creating automations, drip creations etc
    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.
    Incentivized
    Read full review
    Implementation Rating
    LeadSquared
    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
    LeadSquared
    I looked closely at Infusionsoft. While the nurturing/decision tree tool of Infusionsoft was far more sophisticated, the many negative reviews of Infusionsoft lead me to look elsewhere. Leadsquared had very positive reviews and aggressive pricing. It has less features, but the features they have were the ones I wanted to focus on.
    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
    LeadSquared
    No answers on this topic
    PandaDoc
    It's scalable
    Incentivized
    Read full review
    Return on Investment
    LeadSquared
    • Leads Management has become very easy.
    • Automated Lead Nurturing helps reduce a lot of manual work.
    • A lot of our time goes into creating custom reports. Making the reporting feature more flexible and robust will help in saving a lot of time and energy.
    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

    LeadSquared Screenshots

    Screenshot of Lead CaptureScreenshot of Lead DistributionScreenshot of Lead NurturingScreenshot of Sales AutomationScreenshot of Sales TrackingScreenshot of Workflow Automation

    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.