What users are saying about
<a href='https://www.trustradius.com/static/about-trustradius-scoring#question3' target='_blank' rel='nofollow noopener'>Customer Verified: Read more.</a>
Top Rated
348 Ratings
132 Ratings

PandaDoc

<a href='https://www.trustradius.com/static/about-trustradius-scoring#question3' target='_blank' rel='nofollow noopener'>Customer Verified: Read more.</a>
Top Rated
348 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
132 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

Feature Set Ratings

    CPQ

    PandaDoc

    Feature Set Not Supported
    N/A
    8.8

    Salesforce CPQ

    88%
    Salesforce CPQ ranks higher in 11/11 features

    Quote sharing/sending

    N/A
    0 Ratings
    9.2
    92%
    29 Ratings

    Product configuration

    N/A
    0 Ratings
    8.4
    84%
    30 Ratings

    Configuration options

    N/A
    0 Ratings
    8.8
    88%
    28 Ratings

    Pricing rules

    N/A
    0 Ratings
    9.1
    91%
    27 Ratings

    Price adjustment

    N/A
    0 Ratings
    9.3
    93%
    29 Ratings

    Purchase history and open contracts

    N/A
    0 Ratings
    8.5
    85%
    22 Ratings

    Guided selling/Sales portal

    N/A
    0 Ratings
    8.0
    80%
    18 Ratings

    CPQ reporting & analytics

    N/A
    0 Ratings
    8.8
    88%
    22 Ratings

    CPQ-CRM integration

    N/A
    0 Ratings
    9.4
    94%
    27 Ratings

    Attachments to quotes

    N/A
    0 Ratings
    8.7
    87%
    29 Ratings

    Order capturing

    N/A
    0 Ratings
    8.7
    87%
    12 Ratings

    Attribute Ratings

    • PandaDoc is rated higher in 1 area: Product Scalability
    • Salesforce CPQ is rated higher in 4 areas: Likelihood to Renew, Usability, Performance, Support Rating
    • PandaDoc and Salesforce CPQ are tied in 2 areas: Likelihood to Recommend, Availability

    Likelihood to Recommend

    9.0

    PandaDoc

    90%
    214 Ratings
    9.0

    Salesforce CPQ

    90%
    39 Ratings

    Likelihood to Renew

    7.9

    PandaDoc

    79%
    17 Ratings
    9.1

    Salesforce CPQ

    91%
    1 Rating

    Usability

    8.4

    PandaDoc

    84%
    21 Ratings
    8.6

    Salesforce CPQ

    86%
    3 Ratings

    Availability

    9.1

    PandaDoc

    91%
    5 Ratings
    9.1

    Salesforce CPQ

    91%
    2 Ratings

    Performance

    7.2

    PandaDoc

    72%
    20 Ratings
    8.2

    Salesforce CPQ

    82%
    2 Ratings

    Support Rating

    7.6

    PandaDoc

    76%
    23 Ratings
    7.9

    Salesforce CPQ

    79%
    24 Ratings

    Implementation Rating

    6.4

    PandaDoc

    64%
    6 Ratings

    Salesforce CPQ

    N/A
    0 Ratings

    Product Scalability

    8.7

    PandaDoc

    87%
    4 Ratings
    8.2

    Salesforce CPQ

    82%
    1 Rating

    Likelihood to Recommend

    PandaDoc

    I think PandaDoc is suitable for companies that sell digital services and need to create documents that do not an only quote but also include useful information for the prospect. PandaDoc is not suitable for selling services with a high level of customization where each quote requires researching the prospect's needs thoroughly.
    Nabor Garrido Valle | TrustRadius Reviewer

    Salesforce CPQ

    What I like best is the ease of use to be able to track all opportunities and quotes in my daily sales tracker I also like the fact that you can reorganize the view for your opportunities. For instance, it is very similar to a spreadsheet where you can filter them by date, dollar amount, name, and several other ways. I found this to be less appropriate when we have to do multiple roles while assigning one task to multiple users. Column resizing within the Quote Line Editor is not supported in the Salesforce mobile app.
    Anonymous | TrustRadius Reviewer

    Pros

    PandaDoc

    • Complete or modified access to the platform which reduces contract errors.
    • Incentivize accuracy and empowers team members to help during spikes.
    • Overcome obstacles by valid modification of contract.
    • Reduces number of stalled or failed deals and increases CSI
    • Provides accurate take of the tape for sales review post completion
    Jeff Keeney | TrustRadius Reviewer

    Salesforce CPQ

    • Salesforce CPQ easily maps to standard and custom fields within the opportunity in SFDC, allowing you to avoid time spent duplicating effort or copying and pasting deal criteria.
    • Salesforce CPQ connects directly to pre-determined price book, making it very easy to provide a proposal based on standard cost and/or add discounts to standard cost and reflect those reductions on the order form as appropriate.
    • Salesforce CPQ provides the ability for administrators to configure workflows for approval based on certain discount %'s on the standard cost, offering a quick and easy way to route automatically through the organization for approval.
    Danielle DesBiens | TrustRadius Reviewer

    Cons

    PandaDoc

    • Analytics: some of the analytics are only available at the document level, i.e., which page someone looked at. I wish it was easier to see analytics on page views across documents
    • User experience: not fully intuitive - as someone who has trained many people to use, it does require some initial learning curve
    • Formatting: some of the numbering and lettering, especially subclauses in contracts, can be tricky or nonexistent
    Aviva Rosman | TrustRadius Reviewer

    Salesforce CPQ

    • More complex product and configuration rules seem overly complex. If any math is required in a rule, even simple quantity rules can very complicated.
    • Quote templates while easy to customize are very simple in their layout. We'd like to be able to have more dynamic and visually appealing quote templates.
    • Guided selling is lacking in very basic ways. You can't create questions with dependencies for "if this, then that" or an intuitive questionnaire or guided selling wizard.
    Anonymous | TrustRadius Reviewer

    Pricing Details

    PandaDoc

    General

    Free Trial
    Yes
    Free/Freemium Version
    Yes
    Premium Consulting/Integration Services
    Yes
    Entry-level set up fee?
    Optional

    Starting Price

    $0

    PandaDoc Editions & Modules

    Edition
    Free eSignFree
    Essentials$192
    Business$492
    EnterpriseContact sales team
    1. none
    2. per user/per month
    3. none
    Additional Pricing 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.

    Salesforce CPQ

    General

    Free Trial
    Yes
    Free/Freemium Version
    Premium Consulting/Integration Services
    Yes
    Entry-level set up fee?
    Optional

    Starting Price

    $30 Per User per Month

    Salesforce CPQ Editions & Modules

    Edition
    Basic$301
    Professional$501
    Enterprise$751
    1. Per User per Month
    Additional Pricing Details

    Likelihood to Renew

    PandaDoc

    PandaDoc 7.9
    Based on 17 answers
    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
    Anonymous | TrustRadius Reviewer

    Salesforce CPQ

    Salesforce CPQ 9.1
    Based on 1 answer
    The company is very easy to work with and is growing by leaps and bounds. We do not anticipate switching vendors anytime in the near future
    Marcus Sandelowsky, CLSSBB | TrustRadius Reviewer

    Usability

    PandaDoc

    PandaDoc 8.4
    Based on 21 answers
    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.
    Carl Thaisen | TrustRadius Reviewer

    Salesforce CPQ

    Salesforce CPQ 8.6
    Based on 3 answers
    After the initial set up, end users who are not the most tech savy are generally finding it easy to navigate
    Marcus Sandelowsky, CLSSBB | TrustRadius Reviewer

    Reliability and Availability

    PandaDoc

    PandaDoc 9.1
    Based on 5 answers
    We haven't had any real issues regarding downtime as of yet.
    Anonymous | TrustRadius Reviewer

    Salesforce CPQ

    Salesforce CPQ 9.1
    Based on 2 answers
    No answer on this topic is available.

    Performance

    PandaDoc

    PandaDoc 7.2
    Based on 20 answers
    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.
    Anonymous | TrustRadius Reviewer

    Salesforce CPQ

    Salesforce CPQ 8.2
    Based on 2 answers
    No answer on this topic is available.

    Support Rating

    PandaDoc

    PandaDoc 7.6
    Based on 23 answers
    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.
    Melissa Veinotte | TrustRadius Reviewer

    Salesforce CPQ

    Salesforce CPQ 7.9
    Based on 24 answers
    There have been some issues with multi-year pricing of certain products and services which we have been assured will be resolved but I guess are still underway, the support team apart from this has not been needed much and in the rare scenarios, it has been needed the resolutions of conflicts has been prompt and quick, so the overall support would have my high regards for being so helpful and customer-oriented so as to assure good performance of their toolset and customer satisfaction.
    Prashant Choudhary | TrustRadius Reviewer

    Implementation Rating

    PandaDoc

    PandaDoc 6.4
    Based on 6 answers
    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.
    Linda Stefani | TrustRadius Reviewer

    Salesforce CPQ

    No score
    No answers yet
    No answers on this topic

    Alternatives Considered

    PandaDoc

    DocuSign and SignNow have a feature that allows you to create a signing link that you can send in an email or post on a website (like an intranet). When there are roles set up within a document, PandaDoc only allows you to complete the information from the interface and enter recipients/assign roles with you as the sender. SignNow has all of the same features as PandaDoc but looks less pretty and isn't mobile-friendly. DocuSign has a more intuitive interface and all of the same features as PandaDoc, making it a more valuable tool for our HR needs.
    Anonymous | TrustRadius Reviewer

    Salesforce CPQ

    There is no comparison to a fully functional instance of CPQ. Nothing comes close due to the amount of customization and ease of use that CPQ offers once it's fully built out. Other solutions may be easier to build or administer, but for the users and business needs, CPQ is the best solution possible.
    Nathaniel Sintros | TrustRadius Reviewer

    Scalability

    PandaDoc

    PandaDoc 8.7
    Based on 4 answers
    It's scalable
    Anonymous | TrustRadius Reviewer

    Salesforce CPQ

    Salesforce CPQ 8.2
    Based on 1 answer
    No answer on this topic is available.

    Return on Investment

    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.
    Gage Milligan | TrustRadius Reviewer

    Salesforce CPQ

    • The use of Steelbrick has created significant positive productivity for Mitsubish Electric sales. An online price book and quote input function, along with the ability to clone a quote to efficiently start a new quote has improved sales process and inventory planning. This elevated our sales teams from monthly spreadsheet submissions to real time opportunity and inventory planning.
    • Use of SteelBrick also improved customer service. When a customer places an order today, the sales order processing team has ready access to approved proposals and pricing, instead of looking for the appropriate spreadsheet file containing a customer proposal.
    Chris Osment | TrustRadius Reviewer

    Screenshots

    Add comparison