PandaDoc vs. Sofon Proposal Organizer

Sofon Proposal Organizer

Overview
Product	Rating	Most Used By	Product Summary	Starting Price
PandaDoc	Score 8.6 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.	$35 per month per seat
Sofon Proposal Organizer	Score 10.0 out of 10	N/A	Sofon Proposal Organizer is more than a simple proposal generator. Per their website "Sofon Proposal Organizer takes care of requirements analysis, product configuration, three dimensional product visualization (when applicable), calculation of sales prices and margins, calculation of cost, generation of complete multi-level bills of material and routings and the production of all relevant documents including proposals, contracts and any internally required document."	N/A

Pricing

PandaDoc

Sofon Proposal Organizer

Editions & Modules

Starter: $35
per month per seat
Business: $65
per month per seat
Enterprise: Contact Sales

No answers on this topic

Offerings

Pricing Offerings
PandaDoc	Sofon Proposal Organizer
Free Trial
Yes	No
Free/Freemium Version
No	No
Premium Consulting/Integration Services
No	No

Entry-level Setup Fee

Optional

No setup fee

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.

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More Pricing Information

Community Pulse
	PandaDoc	Sofon Proposal Organizer
Considered Both Products	PandaDoc Verified User Anonymous Chose PandaDoc We've used PandaDoc at previous organizations, and we liked this the best because of how modern it looks and how easy it is to use. Incentivized Helpful? Verified User Anonymous Chose PandaDoc Our office selected PandaDoc since it was better in terms of saving money. The cost was the most important factor when determining which site to use. Incentivized Helpful? Verified User Anonymous Chose PandaDoc PandaDoc is a more polished, professional, and 'legitimate' software site than other solutions, since PandaDoc really specializes in creating professional proposals, quotes and invoices. The eSignature capacity and pricing table capacity embedded in the documents as well as … Incentivized Helpful? Christopher Stark Sr Broker Chose PandaDoc None, we haven't looked outside of PandaDoc in years. Incentivized Helpful? Verified User Anonymous Chose PandaDoc I think PandaDoc is more modern and has a more user-friendly nature than DocuSign. We preferred Pandadoc because it allowed multiple workspaces, enabling different teams to have varying levels of access. This was incredibly useful, as it meant HR and Legal could only view … Incentivized Helpful? Verified User Anonymous Chose PandaDoc I find it easier to automate and create templates in PandaDoc. Specifically the templates. Also, connecting through API is easier (our IT team says so, I'm not qualified to evaluate that). Pricing is also something important, when we acquired PandaDoc it was cheaper so we were … Incentivized Helpful? Samuel Robinson Director of Partnerships Chose PandaDoc PandaDoc is a less clunky user experience, not only on the signature process and review, but also on the document creation process. Incentivized Helpful? Phil Goldberg Attorney Chose PandaDoc PandaDoc is equal to DocuSign in every significant way except for its level of adoption; however, the pricing of PandaDoc is so much better that it's clearly the best choice for our firm. Incentivized Helpful? Verified User Anonymous Chose PandaDoc ease of use and simplicity for the customer experience Incentivized Helpful? Thad Eldredge Owner Chose PandaDoc I have just always used PandaDoc and really don't remember the other systems any longer. Incentivized Helpful? Verified User Anonymous Chose PandaDoc PandaDoc has a simple, integrated eSignature component, which is our primary reason for using it over its competitors. Incentivized Helpful? Verified User Anonymous Chose 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 … Incentivized Helpful? Jason Frazell Founder Chose PandaDoc I found PandaDoc's ease of use to be the superior solution to all of the other software I tried. Incentivized Helpful? Verified User Anonymous Chose PandaDoc While great, HubSpot Sales Hub creates agreements and collectible payments but is not as UX/UI friendly as PandaDoc. Incentivized Helpful? Verified User Anonymous Chose PandaDoc PandaDoc and DocuSign are very similar in functionality and design, but I prefer to use PandaDoc's interface. It is so easy to use and I prefer PandaDoc's interface and UI. It feels a little cleaner and a little more professional to me when compared with DocuSign's interface … Incentivized Helpful? Verified User Anonymous Chose PandaDoc much better. The pricing structures worked a lot better than the other companies because we are a small clinic Incentivized Helpful? Steve Foster Vice President and CFO Chose PandaDoc PandaDoc provided similar features and functionality at a better price, but the "tipping point" was integrated e-signatures. Incentivized Helpful? Verified User Anonymous Chose PandaDoc To be able to block certain fields within templates and contracts, so that the commercial team can negotiate the rest and adapt them but cannot change those purely legal clauses that should not be negotiated or changed without the approval of the legal department. I also find … Incentivized Helpful? Chris Lee Managing Director Chose PandaDoc It was easier to set up and use than both of those products. Incentivized Helpful? Verified User Anonymous Chose PandaDoc We briefly used Proposify, and it had some nice options for creating more ascetically pleasing proposals and contracts. However, it was far more time-consuming, and any gain in asceticism did not outweigh the significant loss in efficiency, simplicity, and reliability of using … Incentivized Helpful? Jasen Herr General Manager Chose PandaDoc There is no comparison. PandaDoc is far superior to any others I've seen. That's why I moved my company over when I saw the were using docusign Incentivized Helpful? Daryl Smith Head of Growth - Real Estate Chose PandaDoc Conga was difficult to build template contracts and not as simple to set up templates, etc., for our sales contracts as Pandadoc has been (simple drag-and-drop in Pandadoc). The automation and integration between our Salesforce and Conga accounts were not working correctly, so … Incentivized Helpful? Verified User Anonymous Chose PandaDoc PandaDoc serves its purpose, but I feel it is behind large competitors like DocuSign in managing contracts. Incentivized Helpful? AM Ashley Mareko Partner and Director Chose PandaDoc We chose PandaDoc for its ease of use and tools that allow a professional feel. The convenience for our clients to review and sign agreements also helped us make the decision to go with PandaDoc. Incentivized Helpful? Daniel Bussius CEO (Chief Executive Officer) Chose PandaDoc PandaDoc is 1,000% better, hands down. Incentivized Helpful?	Sofon Proposal Organizer Fabrizio Valenti CRM Specialist Chose Sofon Proposal Organizer The previous product we used was developed by ourselves so my experience is very limited. I can say that having a software like SPO we can configure the product without any programming experience and this makes things faster and better. Moreover, I can say that MS Office … Helpful?

Best Alternatives
	PandaDoc	Sofon Proposal Organizer
Small Businesses	Foxit eSign Score 9.2 out of 10	QuoteWerks Score 9.7 out of 10
Medium-sized Companies	MSB Docs Score 9.4 out of 10	QuoteWerks Score 9.7 out of 10
Enterprises	DocuSign Score 8.8 out of 10	Conga CLM Score 8.8 out of 10
All Alternatives	View all alternatives	View all alternatives

User Ratings
	PandaDoc	Sofon Proposal Organizer
Likelihood to Recommend	8.6 (0 ratings)	7.1 (0 ratings)
Likelihood to Renew	9.1 (0 ratings)	7.5 (0 ratings)
Usability	8.3 (0 ratings)	- (0 ratings)
Availability	9.1 (0 ratings)	- (0 ratings)
Performance	9.6 (0 ratings)	- (0 ratings)
Support Rating	6.1 (0 ratings)	- (0 ratings)
Implementation Rating	6.3 (0 ratings)	- (0 ratings)
Configurability	2.8 (0 ratings)	- (0 ratings)
Ease of integration	9.0 (0 ratings)	- (0 ratings)
Product Scalability	8.6 (0 ratings)	- (0 ratings)
Vendor post-sale	9.7 (0 ratings)	- (0 ratings)
Vendor pre-sale	6.7 (0 ratings)	- (0 ratings)

User Testimonials
	PandaDoc	Sofon Proposal Organizer
Likelihood to Recommend	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 Verified User Anonymous Read full review	In my opinion, the most valuable characteristic of SPO is that by answering simple questions a very complex product can be configured; therefore the scope of delivery is defined very well. In addition, SPO has great flexibility to manage prices and costs. However, SPO is configurator of parts that allows incorporating basic design rules for their selection. SPO is not a optimised for developing complicated engineering design rules. Martin Benavidez Project Manager Configure-To-Order Project Read full review
Pros	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 Phil Goldberg Attorney Read full review	Sofware works correctly with no crashes Sofon's support is quick and efficient User-friendly interface Easy maintenability Wide range of Sofon products allows for expanding the software scope Martin Benavidez Project Manager Configure-To-Order Project Read full review
Cons	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. Incentivized Karina Alvarez Administrative Manager Read full review	Give us an easier way to configure from an admin point of view More reporting possibilities Fabrizio Valenti CRM Specialist Read full review
Likelihood to Renew	We have been using it for a few years now and find it vital to getting our bids out quickly and accurately to our customers. We can get a request for information from a customer and once we have their basic parameters create a professional bid in minutes. It's actually usually harder to find out what the customer wants than to use PandaDoc and create a document with it Incentivized Bil Thompson C.O.O. / Project Leader Read full review	Generally speaking the company is satisfied with SPO; knowledge on how to use SPO and on how to code in the product have been developed, and has led to good results. In addition, customer service provided by Sofon is efficient and quick. Finally, SPO guarantees that product -specific knowledge stays in-house, reducing the risk of 'knowledge leakage to competitors. Martin Benavidez Project Manager Configure-To-Order Project Read full review
Usability	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 CT Carl Thaisen Founder Read full review	No answers on this topic
Reliability and Availability	We haven't had any real issues regarding downtime as of yet. Incentivized Verified User Anonymous Read full review	No answers on this topic
Performance	As I mentioned earlier - performance is near perfect as I can create, send, adjust my documents. I love the tracking feature as well as I can tell when my documents have been seen and by whom. The only issue I have run into is with saving and formatting - occasionally the file document does not save with the newly assigned name or the content of the document does not stay formatted nicely. Incentivized JJ Joanne Jordan Business Development and Partnerships Officer Read full review	No answers on this topic
Support Rating	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 MV Melissa Veinotte Registered Storage Designer Read full review	No answers on this topic
Implementation Rating	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 LS Linda Stefani Operations Director Read full review	No answers on this topic
Alternatives Considered	PandaDoc is a more polished, professional, and 'legitimate' software site than other solutions, since PandaDoc really specializes in creating professional proposals, quotes and invoices. The eSignature capacity and pricing table capacity embedded in the documents as well as fillable fields, pre-made, customizable and reusable templates also make PandaDoc stand out. Incentivized Verified User Anonymous Read full review	The previous product we used was developed by ourselves so my experience is very limited. I can say that having a software like SPO we can configure the product without any programming experience and this makes things faster and better. Moreover, I can say that MS Office compatibility is a strong point. Fabrizio Valenti CRM Specialist Read full review
Scalability	I agree. We have created folders for multiple departments and have been successful with the usage. Incentivized LS Linda Stefani Operations Director Read full review	No answers on this topic
Return on Investment	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 Verified User Anonymous Read full review	Fast lead conversion Increased sales representatives effort Fabrizio Valenti CRM Specialist Read full review
ScreenShots	PandaDoc Screenshots