BlueRelay vs. PandaDoc Comparison


BlueRelay Indellient	PandaDoc	+	+
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About Enhance customer experience in Client Communications by improving document accuracy and processing time. Blue Relay makes Client Communications Management easy by Automating Workflows and Business Processes. Blue Relay also provides total visibility with Resource Management featuring customizable dashboards and reports. Compliance and SLA Adherence are improved by powerful features supporting the exchange of detailed requests that include inline annotations, comments, document compare, and checklists. A Large Customer Communications Service Provider used these capabilities and more to significantly reduce operational cost, effort, and errors. Proof of the value of Blue Relay to our clients has been demonstrated by their growing adoption of the product, empowering increased portions of their workforce. Custom checklists make sure critical processing steps are followed consistently and uniformly across the team.	About PandaDoc empowers more than 50,000+ growing organizations to thrive by taking the work out of document workflow. PandaDoc provides an all-in-one document automation platform that helps fast scaling teams accelerate the ability to create, manage, and sign digital documents including agreements, proposals, quotes, contracts, and more. Powerful, integrated, and secure, PandaDoc enables business users to create and send personalized documents for electronic signing in under 4 minutes. The five main use cases of PandaDoc are: - Proposals - Quotes - Contracts - eSignatures - Forms. PandaDoc seamlessly integrates with the existing software you use, like CRM, payment gateway, cloud storage. We support the tools highly effective teams use, like Zoom, Canva, Monday, HubSpot, and SalesForce. Moreover, our robust API and Zapier integration could connect PandaDoc with any custom software you may use.
Platforms Supported Windows Not Supported Mac Not Supported Linux Not Supported Cloud Supported On-Premises Not Supported iPhone Not Supported iPad Not Supported Android Not Supported Chromebook Not Supported	Platforms Supported Windows Not Supported Mac Not Supported Linux Not Supported Cloud Supported On-Premises Not Supported iPhone Supported iPad Supported Android Supported Chromebook Not Supported
Audience Companies interested in a business process and document workflow all-in-one solution	Audience Mid-Market and Enterprises
Support Phone Support Supported 24/7 Live Support Not Supported Online Supported	Support Phone Support Supported 24/7 Live Support Supported Online Supported
API Offers API Not Supported	API Offers API Supported
Screenshots and Videos View more images or videos	Screenshots and Videos View more images or videos
Pricing $10.00/month/user Free Version Supported Free Trial Not Supported	Pricing Free Free eSign - $0 per user per month Essentials - $19 per user per month Business - $49 per user per month Enterprise - price on request Free Version Supported Free Trial Supported
Reviews/Ratings Overall 0.0 / 5 ease 0.0 / 5 features 0.0 / 5 design 0.0 / 5 support 0.0 / 5 This software hasn't been reviewed yet. Be the first to provide a review: Review this Software	Reviews/Ratings Overall 4.7 / 5 ease 4.6 / 5 features 4.5 / 5 design 4.6 / 5 support 4.7 / 5 Read all reviews
	Pros & Cons from Real Users Pros PandaDoc is a creative and influential software that completes the tasks wonderfully and skillfully. It is able to create multiple proposals that are professional looking and don't leave any questions out in the air, the proposals are very detailed and they are made to provide the client with something that is professional and convinces them. It has many templates that are already included in the program, and these work very well, but additionally, they are very customizable and it allows for any additional information to be added, as well as any information not needed to be extracted from the proposal. I have been using the templates that it provides and they work really well to create proposals and send them over to clients, it is a very quick way to complete this task in a very short time and it is not done badly, on the contrary, it is better than creating the template from scratch which takes much more time. I also like that the templates include automatic reminders that can be customized to keep in contact with the client, it makes it easier to follow up with any answers to the questions they might have, and it makes it easier to complete any deals. The notifications that it provides on the mobile applications are also a life-saver, they are delivered at the exact time and allow me to view different details about the proposals that have been sent, if they have been opened, interacted with, completed, and more, it is very convenient to stay up to date with the status of a proposal during the day with these notifications, so that we can except the client to give a response or complete the proposal after it has been viewed, it is a smart software that facilitates the workflow. The templates make it easy to create professional-looking documents, the ability to integrate with a wide range of third-party applications is also really good, it makes it easy to manage documents within our existing workflow. - Saves paper! - Easy to communicate - Free PandaDoc makes digital e-signatures easy and affordable. It was easy to set up and the free tier makes initial commitment a breeze. Such a helpful app. They had exactly what I was looking for when I wasn't sure what to look for. Easy to search for contents that were needed. Cons There are a few points that I want to talk about when it comes to the cons of using PandaDoc, firstly, it is a bit pricey, it can be very expensive depending on the amount of proposals and esignatures that the business has to complete during the month, and as needs grow, so does the price of PandaDoc, I would say that their pricing options are not very convenient. Secondly, I have experienced certain issues when using PandaDoc to send out the proposals, it turns out that they sometimes get sent to the spam folder of clients, which becomes a problem because it does not make the communication between business and client very efficient, and it takes a longer time because the client tends to check their primary inbox because the email should be there and not in the spam folder, it is something that PandaDoc needs to fix and put as a priority. The UI & UX is good, but the interface can be confusing and difficult to navigate. Not a huge deal but when scaling, it is important to realize pricing is subscription-based, which can be expensive for some users. - when you "edit" a document it says it will "clear" the signature and date. It would be SUPER helpful if it has also said, that all other inputs will still be saved. -Some areas we MUST have filled it, not just the signature and date. It would be great if those were mandatory since our students/clients skip some parts... -loading time -some parts are filled in on one side and not on our side. It's happening more frequently. It tends to get lost in the spam when being sent off. I believe you can pay more to ensure this doesn't happen, but seems like it should be a given. Somethings were more American based rather than Canadian content.
Training Documentation Supported Webinars Supported Live Online Supported In Person Supported	Training Documentation Supported Webinars Supported Live Online Supported In Person Supported
Company Information Indellient Founded: 2010 Canada www.bluerelay.com	Company Information PandaDoc Founded: 2011 United States demo.pandadoc.com/
Alternatives Interfacing Integrated Management System (IMS) Interfacing Technologies Corporation	Alternatives Expedience Software
Work-Relay Neostella	Concord
Box Relay Box	Docmosis Docmosis Pty Ltd
Relay Relay Network	AgencyPitch GrahAI Systems
CheckFlow View All	Oneflow View All
Categories Business Process Management Supported Document Management Supported Document Workflow Supported Workflow Management Supported	Categories AI Contract Generators Supported AI Proposal Generators Supported AI RFP Supported Billing and Invoicing Supported Contract Lifecycle Management (CLM) Supported Contract Management Supported CPQ Supported Digital Signature Supported Document Collection Supported Document Management Supported Document Workflow Supported E-Notary Supported eSignature APIs Supported Proposal Management Supported Quoting Supported Renewal Management Supported Sales Enablement Supported Workflow Management Supported
Document Management Features Access Controls Supported Archiving & Retention Supported Collaboration Tools Supported Compliance Tracking Supported Document Archiving Supported Document Assembly Supported Document Capture Not Supported Document Conversion Not Supported Document Delivery Supported Document Indexing Not Supported Document Retention Supported Electronic Signature Not Supported Email Management Supported File Recovery Supported File Type Conversion Supported Forms Management Not Supported Full Text Search Supported Offline Access Supported Optical Character Recognition Supported Print Management Supported Version Control Supported Workflow Management Features Access Controls/Permissions Supported Approval Process Control Supported Business Process Automation Supported Calendar Management Supported Compliance Tracking Supported Configurable Workflow Supported Customizable Dashboard Supported Document Management Supported Forms Management Not Supported Graphical Workflow Editor Not Supported Mobile Access Supported No-Code Not Supported Task Management Supported Third Party Integrations Supported Workflow Configuration Supported Show More Features Business Process Management Features Access Controls / Permissions Not Supported Alerts / Notifications Not Supported Business Process Automation Not Supported Business Rules Management Supported Collaboration Supported Process Change Tracking Not Supported Process Mapping Supported Process Modeling & Design Not Supported Visual Workflow Management Not Supported	Document Management Features Access Controls Supported Archiving & Retention Supported Collaboration Tools Supported Compliance Tracking Supported Document Archiving Supported Document Assembly Supported Document Capture Not Supported Document Conversion Supported Document Delivery Supported Document Indexing Supported Document Retention Supported Electronic Signature Supported Email Management Supported File Recovery Supported File Type Conversion Supported Forms Management Supported Full Text Search Not Supported Offline Access Supported Optical Character Recognition Supported Print Management Not Supported Version Control Supported Workflow Management Features Access Controls/Permissions Supported Approval Process Control Supported Business Process Automation Supported Calendar Management Not Supported Compliance Tracking Not Supported Configurable Workflow Supported Customizable Dashboard Supported Document Management Supported Forms Management Supported Graphical Workflow Editor Not Supported Mobile Access Supported No-Code Supported Task Management Not Supported Third Party Integrations Supported Workflow Configuration Supported Show More Features Billing and Invoicing Features Billing Portal Not Supported Contact Database Supported Contingency Billing Not Supported Customer Portal Not Supported Customizable Invoices Supported Dunning Management Supported Hourly Billing Not Supported Invoice History Supported Mobile Payments Supported Multi-Currency Supported Online Invoicing Supported Online Payments Supported Payment Processing Supported Project Billing Not Supported Recurring/Subscription Billing Supported Service Ticket Billing Not Supported Tax Calculator Supported CPQ Features 2D Drawing Not Supported 3D Modeling Not Supported Approval Workflow Supported eCommerce Not Supported Guided Selling Supported Product Configurator Supported Proposal Generation Supported Quotes / Estimates Supported Renewal Management Supported Self Service Portal Supported Contract Management Features Buy Side (Suppliers) Not Supported Completion Tracking Supported Compliance Tracking Not Supported Contract Lifecycle Management Supported Electronic Signature Supported Full Text Search Not Supported Government Contracts Not Supported Pre-built Templates Supported Sell Side (Customers) Not Supported Specialty Contracts Not Supported Version Control Supported Workflow Management Supported Digital Signature Features Audit Trail Supported Authentication Supported Auto Reminders Supported Customizable Templates Supported Document Analytics Supported Mobile Signature Supported Multi-Party Signing Supported Progress Tracking Supported Task Progress Tracking Supported Proposal Management Features Automatic Formatting Supported Calendar Management Not Supported Collaboration Supported Contact Management Supported Content Repository Supported Document Management Supported Electronic Signature Supported Knowledge Library Supported Pipeline Management Supported Requirements Management Supported Revision Management Supported RFP Management Supported Task Management Supported Templates Supported Version Control Supported Quoting Features Automated Quoting Supported Catalog Management Supported Client Portal Supported Contact Management Supported Customer Accounts Not Supported Customizable Branding Supported Discount Management Supported Forms Creation Supported Pricing Management Supported Product Configurator Supported Proposal Management Supported Sales Enablement Features Collaboration Supported Contact Management Supported Content Management Supported Document Management Supported Goals / Quota Management Not Supported Lead Management Not Supported Meeting Management Not Supported Performance Management Supported Presentation Management Supported Proposal Management Supported Territory Management Not Supported Training Management Not Supported
Integrations AccessOwl Not Supported COZYROC SSIS+ Suite Not Supported Coevera Not Supported ElectroNeek Not Supported FinBursa 360 Not Supported Josys Not Supported Nango Not Supported Parsey Not Supported Qualee Not Supported Rally Not Supported Rippling Not Supported Salesforce Not Supported Shift Not Supported SimpliContract Not Supported Square POS Not Supported Square Payroll Not Supported Stackreaction Not Supported Tabs Not Supported Wave Digital Business Card Not Supported monday CRM Not Supported Show More Integrations	Integrations AccessOwl Supported COZYROC SSIS+ Suite Supported Coevera Supported ElectroNeek Supported FinBursa 360 Supported Josys Supported Nango Supported Parsey Supported Qualee Supported Rally Supported Rippling Supported Salesforce Supported Shift Supported SimpliContract Supported Square POS Supported Square Payroll Supported Stackreaction Supported Tabs Supported Wave Digital Business Card Supported monday CRM Supported Show More Integrations View All 91 Integrations
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