Overview
ProductRatingMost Used ByProduct SummaryStarting Price
PandaDoc
Score 9.0 out of 10
N/A
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
Salesflare
Score 6.1 out of 10
Small Businesses (1-50 employees)
Salesflare headquartered in Antwerp offers their small business intelligent CRM, providing automated event tracking and related features designed to aid the operations of SMBs.
$29
per user per month
Pricing
PandaDocSalesflare
Editions & Modules
Essentials
$19
per user/per month
Business
$49
per user/per month
Enterprise
Contact sales team
Growth
$29
per user per month
Pro
$49
per user per month
Enterprise
$99
per user per month
Offerings
Pricing Offerings
PandaDocSalesflare
Free Trial
YesYes
Free/Freemium Version
NoNo
Premium Consulting/Integration Services
YesYes
Entry-level Setup FeeOptionalNo setup fee
Additional DetailsPandaDoc 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.
More Pricing Information
Features
PandaDocSalesflare
Sales Force Automation
Comparison of Sales Force Automation features of Product A and Product B
PandaDoc
-
Ratings
Salesflare
8.1
11 Ratings
5% above category average
Customer data management / contact management00 Ratings8.811 Ratings
Workflow management00 Ratings8.711 Ratings
Territory management00 Ratings5.12 Ratings
Opportunity management00 Ratings8.011 Ratings
Integration with email client (e.g., Outlook or Gmail)00 Ratings9.011 Ratings
Contract management00 Ratings10.01 Ratings
Quote & order management00 Ratings6.12 Ratings
Interaction tracking00 Ratings8.811 Ratings
Channel / partner relationship management00 Ratings8.27 Ratings
Customer Service & Support
Comparison of Customer Service & Support features of Product A and Product B
PandaDoc
-
Ratings
Salesflare
8.3
1 Ratings
10% above category average
Case management00 Ratings9.01 Ratings
Call center management00 Ratings7.01 Ratings
Help desk management00 Ratings9.01 Ratings
Marketing Automation
Comparison of Marketing Automation features of Product A and Product B
PandaDoc
-
Ratings
Salesflare
8.7
10 Ratings
14% above category average
Lead management00 Ratings8.710 Ratings
Email marketing00 Ratings8.79 Ratings
CRM Project Management
Comparison of CRM Project Management features of Product A and Product B
PandaDoc
-
Ratings
Salesflare
8.0
11 Ratings
5% above category average
Task management00 Ratings8.011 Ratings
Billing and invoicing management00 Ratings8.01 Ratings
Reporting00 Ratings8.011 Ratings
CRM Reporting & Analytics
Comparison of CRM Reporting & Analytics features of Product A and Product B
PandaDoc
-
Ratings
Salesflare
8.2
11 Ratings
8% above category average
Forecasting00 Ratings7.99 Ratings
Pipeline visualization00 Ratings9.011 Ratings
Customizable reports00 Ratings7.810 Ratings
Customization
Comparison of Customization features of Product A and Product B
PandaDoc
-
Ratings
Salesflare
8.7
10 Ratings
14% above category average
Custom fields00 Ratings8.110 Ratings
Custom objects00 Ratings10.02 Ratings
API for custom integration00 Ratings8.110 Ratings
Security
Comparison of Security features of Product A and Product B
PandaDoc
-
Ratings
Salesflare
8.1
10 Ratings
3% below category average
Single sign-on capability00 Ratings8.17 Ratings
Role-based user permissions00 Ratings8.010 Ratings
Social CRM
Comparison of Social CRM features of Product A and Product B
PandaDoc
-
Ratings
Salesflare
8.5
8 Ratings
16% above category average
Social data00 Ratings8.88 Ratings
Social engagement00 Ratings8.18 Ratings
Integrations with 3rd-party Software
Comparison of Integrations with 3rd-party Software features of Product A and Product B
PandaDoc
-
Ratings
Salesflare
8.9
8 Ratings
22% above category average
Marketing automation00 Ratings8.88 Ratings
Compensation management00 Ratings9.01 Ratings
Platform
Comparison of Platform features of Product A and Product B
PandaDoc
-
Ratings
Salesflare
8.9
11 Ratings
17% above category average
Mobile access00 Ratings8.911 Ratings
Best Alternatives
PandaDocSalesflare
Small Businesses
PDFfiller
PDFfiller
Score 9.0 out of 10
Salesmate
Salesmate
Score 9.8 out of 10
Medium-sized Companies
MSB Docs
MSB Docs
Score 9.6 out of 10
Creatio
Creatio
Score 9.2 out of 10
Enterprises
Box
Box
Score 8.5 out of 10
Creatio
Creatio
Score 9.2 out of 10
All AlternativesView all alternativesView all alternatives
User Ratings
PandaDocSalesflare
Likelihood to Recommend
8.9
(270 ratings)
9.0
(11 ratings)
Likelihood to Renew
9.1
(18 ratings)
-
(0 ratings)
Usability
8.0
(23 ratings)
9.0
(9 ratings)
Availability
9.1
(4 ratings)
-
(0 ratings)
Performance
9.6
(21 ratings)
-
(0 ratings)
Support Rating
5.2
(23 ratings)
9.0
(9 ratings)
Implementation Rating
6.3
(4 ratings)
-
(0 ratings)
Configurability
2.8
(3 ratings)
-
(0 ratings)
Ease of integration
9.0
(20 ratings)
-
(0 ratings)
Product Scalability
8.6
(4 ratings)
-
(0 ratings)
Vendor post-sale
9.9
(20 ratings)
-
(0 ratings)
Vendor pre-sale
6.7
(4 ratings)
-
(0 ratings)
User Testimonials
PandaDocSalesflare
Likelihood to Recommend
PandaDoc
PandaDoc is well suited for companies that send proposals and terms and conditions to customers for collection of digital signatures. It really helps that you can templatize your documents and have collaborators help you finish the document for you. The dashboard is also a game changer as it gives you one place to view all your active documents and the status of them. You can even use this to collect payments as it integrates with software like QBO.
Read full review
Salesflare
In my opinion, Salesflare is an excellent CRM for small businesses. It includes everything a small business needs to manage leads, deals, and contacts in one convenient location. When a client needs more information or something done, I can quickly record it in their account—perfect for B2B SaaS and small businesses selling B2B in general.
Read full review
Pros
PandaDoc
  • Complex quoting.
  • API integration for cross platform communication and automation.
  • Easy signing experience.
  • Easy user interface.
  • Excellent engagement and willing to partner with clients.
  • Fantastic training resources (1:1 sessions, webinars, micro-videos, on-demand, articles).
  • Beautiful proposal designs.
  • Integrations - HR, CRM, Payments, CRMs. (Salesforce, HubSpot, Pipedrive, Zendesk, Greenhouse, Lever, etc).
  • Online Notary.
Read full review
Salesflare
  • Zero learning curve, one-minute setup and dead easy to integrate with complementary tools.
  • Powerful data automation features so everything you do has maximum bottom-line impact.
  • Stellar customer support: response is quick and the team really goes out of their way to solve your specific problems. Up to setting up custom solutions for you.
Read full review
Cons
PandaDoc
  • The table builder could be a little more robust.
  • It can be difficult to figure out which token to use so it can grab the info from Hubspot
  • It could offer better integration with meeting tools so you can go over proposals with clients.
Read full review
Salesflare
  • It works wonderfully as a CRM for freelancers, consultants and small teams but feels like it would become more difficult to integrate with larger teams
  • Sometimes have issues with email syncing with missing emails or having to reconnect my email to Salesflare
  • Emails are sent from the app using their own servers, I would prefer to send via my own email system (Gsuite) for better delivery
Read full review
Likelihood to Renew
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
Salesflare
No answers on this topic
Usability
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
Salesflare
The pipeline, which is the core of the platform, is very clear and full of features. On top of that Salesflare added automations, integrations, plugins and emails. You can easily get your leads there from any platform and nurture your leads until you get the deal done. I think any business can benefit from using this sales CRM.
Read full review
Reliability and Availability
PandaDoc
We haven't had any real issues regarding downtime as of yet.
Read full review
Salesflare
No answers on this topic
Performance
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
Salesflare
No answers on this topic
Support Rating
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
Salesflare
Hit them on Chat support, and you are gonna get a response within a few minutes (if not in a few hours, during weekends) But they are gonna keep following with you till they make sure that your query has been resolved. Keep it up!
Read full review
Implementation Rating
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
Salesflare
No answers on this topic
Alternatives Considered
PandaDoc
PandaDoc offers a free version with basic features and several tiered pricing options. The pricing is generally considered to be competitive and offers good value for the range of features provided. we often find PandaDoc intuitive and user-friendly. Its interface is designed to facilitate easy document creation and management, even for users who aren't particularly tech-savvy. PandaDoc is known for its robust document management capabilities. It offers a wide range of features such as document creation, a rich content library, customizable templates, and a user-friendly interface for creating interactive and engaging documents. It also includes CRM integrations, automated workflows, and analytics.
Read full review
Salesflare
Salesflare does its own thing compared to the others I've tried. It's unique even though it shares many of the main features a CRM should have. Salesforce Lightning is amazing and feature-packed but can often get overwhelming depending on your use case. I never experience any slight lag or load times with Salesflare. Lightning can sometimes hang depending on your browser etc.
Read full review
Scalability
PandaDoc
It's scalable
Read full review
Salesflare
No answers on this topic
Return on Investment
PandaDoc
  • Time saved creating documents. Not copying that answer. I've said that several times in this review already
  • IDK about increasing close rate, but customers certainly aren't afraid to click on a PandaDoc link or attachment
  • Only miniscule, miniscule negative is that it isn't always instant
Read full review
Salesflare
  • So far, as optimistic as I am about using the CRM, I've seen a short and speedy return on my investment.
  • Our sales process will quickly become more focused and effective. It's part of our operations and saves us time, but we've never tracked the financial impact.
Read full review
ScreenShots

PandaDoc Screenshots

Screenshot of 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 displays 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.

Salesflare Screenshots

Screenshot of Screenshot of Screenshot of Screenshot of Screenshot of