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    Overview
    ProductRatingMost Used ByProduct SummaryStarting Price

    PandaDoc

    Score8.5 out of 10
    N/APandaDoc 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

    Zoho Projects

    Score8 out of 10
    N/AZoho Project is online project management and planning software that provides project teams with a web-based collaborative environment. Zoho Projects can also include a bug tracking module specifically design to support software development project. It is integrated with other Zoho products including Zoho CRM.

    $5

    per month per user

    Pricing
    PandaDocZoho Projects
    Editions & Modules
    Starter
    $35
    per month per seat
    Business
    $65
    per month per seat
    Enterprise
    Contact Sales
    Free
    $0
    Premium
    $5
    per month per user
    Enterprise
    $10
    per month per user
    Project Plus
    Contact Sales
    Offerings
    Pricing Offerings
    PandaDocZoho Projects
    Free Trial
    YesYes
    Free/Freemium Version
    NoYes
    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. All plans include unlimited documents and eSignatures. Evaluations start with a free 14-day trial. Up to a 46% discount for annual pricing.Discount offered for annual billing.
    More Pricing Information
    Features
    PandaDocZoho Projects
    Project Management
    Comparison of Project Management features of PandaDoc and Zoho Projects
    Feature
    PandaDoc
    -
    Ratings
    Zoho Projects
    6.6
    20 Ratings
    15% below category average
    Task Management00 Ratings7.520 Ratings
    Resource Management00 Ratings7.019 Ratings
    Gantt Charts00 Ratings6.517 Ratings
    Scheduling00 Ratings5.518 Ratings
    Workflow Automation00 Ratings6.014 Ratings
    Team Collaboration00 Ratings7.520 Ratings
    Support for Agile Methodology00 Ratings6.35 Ratings
    Support for Waterfall Methodology00 Ratings8.011 Ratings
    Document Management00 Ratings6.016 Ratings
    Email integration00 Ratings6.016 Ratings
    Mobile Access00 Ratings5.018 Ratings
    Timesheet Tracking00 Ratings7.519 Ratings
    Change request and Case Management00 Ratings6.96 Ratings
    Budget and Expense Management00 Ratings6.014 Ratings
    Professional Services Automation
    Comparison of Professional Services Automation features of PandaDoc and Zoho Projects
    Feature
    PandaDoc
    -
    Ratings
    Zoho Projects
    5.0
    13 Ratings
    42% below category average
    Quotes/estimates00 Ratings5.55 Ratings
    Invoicing00 Ratings5.012 Ratings
    Project & financial reporting00 Ratings6.55 Ratings
    Integration with accounting software00 Ratings3.013 Ratings
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    PandaDocZoho Projects
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    BoldSign, by Syncfusion
    Score10 out of 10
    Any.do
    Score8 out of 10
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    OneSpan Sign
    Score9.6 out of 10
    KanbanFlow
    Score7.3 out of 10
    Enterprises
    DocuSign
    Score8.7 out of 10
    Microsoft To Do
    Score7.9 out of 10
    All AlternativesView all alternativesView all alternatives
    User Ratings
    PandaDocZoho Projects
    Likelihood to Recommend
    8.5
    (329 ratings)
    6.5
    (24 ratings)
    Likelihood to Renew
    9.1
    (18 ratings)
    9.9
    (3 ratings)
    Usability
    8.3
    (23 ratings)
    5.6
    (4 ratings)
    Availability
    9.1
    (4 ratings)
    9.0
    (1 ratings)
    Performance
    9.6
    (21 ratings)
    9.0
    (1 ratings)
    Support Rating
    6.1
    (23 ratings)
    7.4
    (9 ratings)
    Online Training
    -
    (0 ratings)
    9.0
    (1 ratings)
    Implementation Rating
    6.3
    (4 ratings)
    8.0
    (1 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
    9.7
    (20 ratings)
    -
    (0 ratings)
    Vendor pre-sale
    6.7
    (4 ratings)
    -
    (0 ratings)
    User Testimonials
    PandaDocZoho Projects
    Likelihood to Recommend
    PandaDoc
    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
    Read full review
    Zoho
    My work involves projects of 5-15 people with numerous projects running simultaneously. Prior to Zoho, I did not have a central location from which to view all project statuses at once. Zoho looks to provide this and also looks like it will deliver. I am anxious to see how our organization's use of it develops. At this time, I feel I am likely to recommend Zoho Projects because my organization has made great software decisions in the past so I have a level of trust already that the research has been done that Zoho is the best solution for our line of work.
    Incentivized
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    Pros
    PandaDoc
    • 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
    Read full review
    Zoho
    • We use it to manage our sales orders as there are lots of moving parts which are necessary to get client orders done properly.
    • I use it anytime I have a new idea I want to put into motion. As I can create a list for brainstorming, feedback, specific actions necessary in order to test and or implement the idea.
    • Unrelated to business, it's a great way to plan travel in order to make sure you don't forget those important things like passport, flight arrangement, client meeting confirmation, and meeting prep as far as what specific documents or things do you need to bring with you.
    • And since everyone is on the go and expected to keep up with work, the mobile/tablet app makes it a breeze to keep up, work on, and create new projects.
    Incentivized
    Read full review
    Cons
    PandaDoc
    • Sometimes the fillable fields don't automatically map properly and you have to manually adjust.
    • Plan tiers and pricing recently changed, so now we get less value and less features (limited templates, no more pricing tables or invoicing/connected payment) for the same price, which is pricy for a small business.
    • Easier, integrated invoicing as an included feature (so we don't have to use a different software for invoicing/payment collection) would be ideal. You have to upgrade to the Business Plan for this.
    Incentivized
    Read full review
    Zoho
    • There is no ability to add custom fields in the "Bugs" module - for example, if we want to add fields such as Version Number.
    • Reporting is not integrated - its a fairly expensive add-on.
    • There is no easy way to track actual and completed dates for tasks - so historical variance analysis is not easy.
    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
    Incentivized
    Read full review
    Zoho
    I've reviewed about 8 other project management solutions and Zoho Projects is the best I've seen without being overly complicated. Zoho Projects keeps getting better! Recent new enhancements makes it even easier to navigate. There are new keyboard shortcuts that cut my time way down. The tools are very easy to use.
    Read full review
    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.
    Incentivized
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    Zoho
    Zoho Projects is an easy project management tool to use. It provides all the functionality that we required for handling projects. We can easily create personal forms for projects and tasks, allowing us to add and report on our own desire. Apart from this we can create and edit documents in real time which saves our time. This allows us to share text docs, presentations, tables with the whole team and we can work on them together
    Incentivized
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    Reliability and Availability
    PandaDoc
    We haven't had any real issues regarding downtime as of yet.
    Incentivized
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    Zoho
    Has not been down to my knowledge.
    Read full review
    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.
    Incentivized
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    Zoho
    Speed meets my expectations.
    Read full review
    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.
    Incentivized
    Read full review
    Zoho
    Although it might lack intuitiveness, once you get a hang of how Zoho Projects works, you can do a LOT. The impact good project management has on profitability is huge, and it has helped not only improve communication and coordination when working on a project, but more importantly have adequate tracking of time, due dates and potential bottle necks
    Incentivized
    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.
    Incentivized
    Read full review
    Zoho
    No answers on this topic
    Alternatives Considered
    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 team an immense amount of time.
    Incentivized
    Read full review
    Zoho
    Zoho Projects provides a more limited set of functionality and customization options than other task/bug trackers on the market, but what it lacks in functionality it makes up for in ease of use. It probably has 80-90% of the features of its competitors but takes about a third of the time to get up and running and realizing value.
    Incentivized
    Read full review
    Scalability
    PandaDoc
    It's scalable
    Incentivized
    Read full review
    Zoho
    No answers on this topic
    Return on Investment
    PandaDoc
    • 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
    Read full review
    Zoho
    • We needed a system to organize our growing business, so anything was better than what we had, which was nothing.
    • Recording time spend is a huge reason for using project software. It has made me aware of the tasks that are taking too long and where we are not being profitable as a company.
    • It has kept our team accountable for what needs to get completed and when projects are not in motion or completed timely. It's helpful to know in order to get billing out faster.
    Incentivized
    Read full review
    ScreenShots

    PandaDoc Screenshots

    Screenshot of some of the 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 that display 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.

    Zoho Projects Screenshots

    Screenshot of Task Automation with Blueprint - Map out your entire workflow with no code as flowcharts. Automate your tasks and notifications and set approval criteria with blueprint.Screenshot of Intuitive Gantt Charts - Say what, say who, say when. And done. Zoho Projects' Gantt chart comes feature loaded with advanced operations such as Critical path and Baseline.Screenshot of Inbuilt Issue Tracker - You can log, organize, track, and fix any problems. Features such as status and workflow, can be customized to suit the exact needs of your project.Screenshot of Drag, Drop and Done - A view of your tasks as cards placed along columns. Helps you identify bottlenecks and reorganize quickly using drag and drop.Screenshot of A quick pulse of all your work - The Portfolio dashboard, is a compact overview of all the work that's been happening across projects with widgets that address the project level timeline, status, ownership, budget health, and clients.Screenshot of Looks that matter - A refreshing UI that supports multiple themes, including an eye-catching dark mode.