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.
$35
per month per seat
Reply
Score7.2 out of 10
Small Businesses (1-50 employees)
Reply.io helps sales teams book more meetings by automating outreach with smart AI. It finds leads, writes personalized messages, handles replies, and books meetings, so you can focus on closing deals. Reply.io's AI SDR learns the product, targets its potential users, and engages across email, LinkedIn, SMS, WhatsApp, and calls. Additionally it: Handles replies, books meetings, and works in multiple languages Has access to 1B+ leads with…
$59
per month per user (1000 active contacts/month)
Pricing
PandaDoc
Reply
Editions & Modules
Starter
$35
per month per seat
Business
$65
per month per seat
Enterprise
Contact Sales
AI Chat
$50
per month
Email Volume
$59
per month per user
Multichannel
$99
per month per user
Agency
$166 (starts at)
per month (billed annually) per account
AI SDR Starter
starting with $800
per month 1000 active contacts
AI SDR Growth
Starts from $2500
per month 5000 active contacts
Offerings
Pricing Offerings
PandaDoc
Reply
Free Trial
Yes
Yes
Free/Freemium Version
No
Yes
Premium Consulting/Integration Services
Yes
Yes
Entry-level Setup Fee
Optional
Optional
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.
COO in Sales at Kiai (Computer Software, 1-10 employees)
Chose Reply
I terms of outbound emails, I would say Reply.io is very similar to SalesLoft Cadence. I haven't used Cadence since last year, so there may be upgrades that I'm unaware of. But I prefer the interface for Reply and it's significantly cheaper. For teams smaller than 4 you can't …
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
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.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
Reply works best for structured outbound to a defined ICP, where reps personalize the opener, then let multi-step cadences run across email, calls, and LinkedIn with reply detection and CRM sync. It excels for time-sensitive triggers, event follow ups, closed-lost recycling, and A/B testing to standardize winning copy. It is less suited to bespoke enterprise pursuits that need deep research or legal signoff on every touch, or to untargeted high-volume blasts. In those cases, keep Reply for light structure and handle core outreach manually.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
To automatically sync our data, and keep records up to date, it offers a variety of native CRM connections, seamless integration with other tools, a robust API, and the power of Zapier.
I'm impressed by it, because it includes all of the capabilities I needed, as well as multivariate testing and, most significantly, an excellent reporting system.
It offers an extensive set of features for efficient outbound and inbound marketing automation.
With reporting and lead qualifying, the automation component is pretty powerful.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
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.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
Syncing to other programs. You cannot interrelate Reply with other software in a simple way. Zapier is required and even then it’s not perfect.
Similar to syncing, there’s no way to export results of particular campaigns. This is awful. If I send out a campaign to a group, I’d like to export the results to enter into a CRM since I can’t sync the contacts. One of these features must be added ASAP.
Organization. While Reply itself is user-friendly, keeping campaigns and contacts and results organized is not. You cannot organize campaigns or file them away when they are done. Therefore you have to delete campaigns to stay organized and lose results, which you cannot even export.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
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
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. TR verified that a representative sample of customers was invited. More Info
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.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. TR verified that a representative sample of customers was invited. More Info
Reply’s overall usability is strong. The interface is intuitive, and most features are easy to navigate without much training. Creating and managing sequences is straightforward, and the automation flow saves a lot of manual effort. Occasionally, the dashboard can feel a bit cluttered, and reporting could be more flexible. But overall, it’s a user-friendly tool that allows teams to get started quickly and operate efficiently day to day
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
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.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
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.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
I generally receive a reply in no time at all and found not only the support org. but the sales team to be extremely helpful. Additionally I found a great onboarding process with plenty of resources to consume.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
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.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
Reply is a very good and widely known platform. I find it to be a lot more sophisticated and composed. I believe this tool works great for both large and small companies, which makes it stand out. There are so many other tools that work great, but they are restricted to the type and size of certain companies. With Mailchimp the email chain automation was not up to the mark and we faced a lot of problems due to it. However, Reply has solved all those issues.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
Reply.io has been a lot more effective than MailChimp in terms of the follow-ups for the email chains. We use them to contact the people who said they wanted to do business with us and MailChimp's emails usually went to Promotions on Gmail. With Reply.io, we overcame this problem and the open rate improved 30%.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
