PandaDoc vs. Salesforce Revenue Cloud

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
Salesforce CPQ
Score 7.7 out of 10
Mid-Size Companies (51-1,000 employees)
Salesforce Revenue Cloud (formerly Salesforce CPQ or SteelBrick) is built and delivered on the Salesforce Platform and Salesforce1 Mobile App which enables users to create accurate sales quotes quickly and submit error-free orders on the fly from any device.
$30
Per User per Month
Pricing
PandaDocSalesforce Revenue Cloud
Editions & Modules
Essentials
$19
per user/per month
Business
$49
per user/per month
Enterprise
Contact sales team
Basic
$30
Per User per Month
Professional
$50
Per User per Month
Enterprise
$75
Per User per Month
Offerings
Pricing Offerings
PandaDocSalesforce CPQ
Free Trial
YesYes
Free/Freemium Version
NoNo
Premium Consulting/Integration Services
YesYes
Entry-level Setup FeeOptionalOptional
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
Community Pulse
PandaDocSalesforce Revenue Cloud
Considered Both Products
PandaDoc

No answer on this topic

Salesforce CPQ
Chose Salesforce Revenue Cloud
I haven't used PandaDoc, but a friend of mine uses it at their organization and recommended it.
Top Pros
Top Cons
Features
PandaDocSalesforce Revenue Cloud
CPQ
Comparison of CPQ features of Product A and Product B
PandaDoc
-
Ratings
Salesforce Revenue Cloud
7.7
32 Ratings
11% below category average
Quote sharing/sending00 Ratings7.431 Ratings
Product configuration00 Ratings5.932 Ratings
Configuration options00 Ratings6.030 Ratings
Pricing rules00 Ratings7.829 Ratings
Price adjustment00 Ratings8.131 Ratings
Purchase history and open contracts00 Ratings8.624 Ratings
Guided selling/Sales portal00 Ratings6.420 Ratings
CPQ reporting & analytics00 Ratings8.424 Ratings
CPQ-CRM integration00 Ratings9.329 Ratings
Attachments to quotes00 Ratings8.631 Ratings
Order capturing00 Ratings8.114 Ratings
Best Alternatives
PandaDocSalesforce Revenue Cloud
Small Businesses
PDFfiller
PDFfiller
Score 9.0 out of 10
QuoteWerks
QuoteWerks
Score 9.2 out of 10
Medium-sized Companies
MSB Docs
MSB Docs
Score 9.6 out of 10
QuoteWerks
QuoteWerks
Score 9.2 out of 10
Enterprises
DocuSign
DocuSign
Score 8.4 out of 10
SAP Sales Cloud
SAP Sales Cloud
Score 8.2 out of 10
All AlternativesView all alternativesView all alternatives
User Ratings
PandaDocSalesforce Revenue Cloud
Likelihood to Recommend
9.0
(304 ratings)
8.0
(48 ratings)
Likelihood to Renew
9.1
(18 ratings)
9.1
(1 ratings)
Usability
8.0
(23 ratings)
8.6
(3 ratings)
Availability
9.1
(4 ratings)
9.1
(1 ratings)
Performance
9.7
(21 ratings)
8.2
(1 ratings)
Support Rating
5.2
(23 ratings)
7.9
(12 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)
8.2
(1 ratings)
Vendor post-sale
9.9
(20 ratings)
-
(0 ratings)
Vendor pre-sale
6.7
(4 ratings)
-
(0 ratings)
User Testimonials
PandaDocSalesforce Revenue Cloud
Likelihood to Recommend
PandaDoc
It is very well suited for proposal/quotation/contract writing, including adding lots of marketing-type content and sales copy. It also works well for employment contracts. However, it struggles with having more than one user looking at the same document, which hinders collaboration. If you want something very flashy, it may not be the best fit, as the layouts are more simple.
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Salesforce
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.
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Pros
PandaDoc
  • Templatization of different documents
  • Reminder system to remind clients to view and sign documents
  • Easily save different pages as templates to add or remove them from future documents
  • Easily collect signatures from clients and view the progress of all documents in one dashboard.
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Salesforce
  • 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.
Read full review
Cons
PandaDoc
  • I would like to see the ability to LOCK a field instead of locking an entire block or document.
  • I would like to see more standard features that need to be part of the service instead of add-ons.
  • Would like to see an option to allow different levels of users than just the two standard options.
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Salesforce
  • Our Salesforce is very messy, which tells me it's not super easy to clean up.
  • I always have a really hard time removing a contacts from an account - it seems like you can't simply remove the relationship so we have lots of people named DO NOT CONTACT or things of that nature.
  • Sometimes when saving it doesn't seem like things actually save.
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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
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Salesforce
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
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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.
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Salesforce
After the initial set up, end users who are not the most tech savy are generally finding it easy to navigate
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Reliability and Availability
PandaDoc
We haven't had any real issues regarding downtime as of yet.
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Salesforce
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.
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Salesforce
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.
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Salesforce
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.
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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.
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Salesforce
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.
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Salesforce
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.
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Scalability
PandaDoc
It's scalable
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Salesforce
No answers on this topic
Return on Investment
PandaDoc
  • Saves a ton of time of handwriting proposals.
  • It's valuable to see when a prospect or an existing client views their proposal.
  • If you have a good designer to create the templates, the proposals will look professional. The existing templates Pandadoc provides are nearly worthless and very difficult to customize.
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Salesforce
  • Salesforce CPQ has helped a lot with overall visibility to the quote to order process. Reps have more insight into the business and the business has more insight into Sales Rep interactions. This makes troubleshooting issues much easier.
  • Our reporting capabilities have improved immensely. The ability to easily create fields allows you to capture new data points very easily.
  • Communication in Salesforce CPQ and Salesforce, in general, is a big improvement for our business. The ability to have a chatter feed on any object is very helpful. This can also be used for feed tracking to give some basic change management controls/history.
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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.

Salesforce CPQ Screenshots

Screenshot of Configure. Price. Quote. Anytime, anywhere, on any device.