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
Templafy
Score 8.9 out of 10
N/A
Templafy is a document management solution from the company of the same name in Copenhagen, featuring templates with dynamic personalization, automated population of templates with brand content, email signature management, document assembly workflow, and other features.N/A
Pricing
PandaDocTemplafy
Editions & Modules
Essentials
$19
per user/per month
Business
$49
per user/per month
Enterprise
Contact sales team
No answers on this topic
Offerings
Pricing Offerings
PandaDocTemplafy
Free Trial
YesNo
Free/Freemium Version
NoNo
Premium Consulting/Integration Services
YesNo
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
Community Pulse
PandaDocTemplafy
Considered Both Products
PandaDoc
Templafy

No answer on this topic

Top Pros
Top Cons
Best Alternatives
PandaDocTemplafy
Small Businesses
PDFfiller
PDFfiller
Score 9.0 out of 10
PandaDoc
PandaDoc
Score 9.0 out of 10
Medium-sized Companies
MSB Docs
MSB Docs
Score 9.6 out of 10
PandaDoc
PandaDoc
Score 9.0 out of 10
Enterprises
DocuSign
DocuSign
Score 8.4 out of 10
Conga Composer
Conga Composer
Score 8.8 out of 10
All AlternativesView all alternativesView all alternatives
User Ratings
PandaDocTemplafy
Likelihood to Recommend
9.1
(316 ratings)
8.0
(1 ratings)
Likelihood to Renew
9.1
(18 ratings)
8.0
(1 ratings)
Usability
8.0
(23 ratings)
-
(0 ratings)
Availability
9.1
(4 ratings)
-
(0 ratings)
Performance
9.7
(21 ratings)
-
(0 ratings)
Support Rating
5.2
(23 ratings)
-
(0 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
PandaDocTemplafy
Likelihood to Recommend
PandaDoc
It is so easy to create templates and then send them as documents for signature. It's helpful that our whole team can see the documents so that we all know what still needs to be sent. We use the HubSpot integration which is helpful, but it could use some additional development
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Templafy
Great use case for TEmplafy is when you have a lot of assets in a system, that you want to be able to slice and dice and export a custom report of what is meaningful to you. They are set up so you can make selections to only surface what you need and feel very well served. It is not ideal, at this time, if you want to look at many separate systems and merge them all. It requires a lot of work to customize and tailor to fit this more curated need
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Pros
PandaDoc
  • PandaDoc allows our team to create and send detailed sales proposals and quotes with the use of their templates.
  • The use of collaborative editing is also beneficial because our team is able to have multiple users edit and comment on documents simultaneously.
  • Document tracking is useful because we are able to receive real-time notifications and updates on the proposal process.
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Templafy
  • Simple user interface to make choices and see results
  • Puts the power of customization in the users hand
  • Quick set up and powerful
Read full review
Cons
PandaDoc
  • The automatic snapping of added fields in templates could be toggleable to more easily place fields where they need to be
  • When fields are duplicated, the generated Field IDs can get long (e.g. Text_1, Text_1_1, Text_1_1_1, etc)
  • Loading screens are sometimes long
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Templafy
  • Customized interface to fit more with a brand or style
  • Web interface and not being dependent on microsoft software
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
Templafy
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.
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Templafy
No answers on this topic
Reliability and Availability
PandaDoc
We haven't had any real issues regarding downtime as of yet.
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Templafy
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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Templafy
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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Templafy
No answers on this topic
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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Templafy
No answers on this topic
Alternatives Considered
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 and UI design
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Templafy
We went went templafy for the ease of set up, still in our first year but looking to see how it stacks up once we want to integrate with Salesforce. We wanted the ability to customize and templafy offered more options than others
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Scalability
PandaDoc
It's scalable
Read full review
Templafy
No answers on this topic
Return on Investment
PandaDoc
  • It has helped increase our sales productivity by allowing us to get contracts back more quickly.
  • Has helped with employee efficiency in contract writing.
  • It has helped our company find contract writing mistakes before they get to our clients and cause confusion.
  • The one negative would be the increase in costs associated with using this software, which seems to increase each year at renewal.
Read full review
Templafy
  • Reduces search hours by half
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.