PandaDoc

PandaDoc

4.7 out of 5 stars
ContractWorks PandaDoc

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ContractWorks:

About

ContractWorks makes executing, storing, and tracking corporate agreements easier. With quick implementation, an easy-to-use interface, and low pricing starting at $700/month for unlimited users, ContractWorks makes contract management software accessible to businesses and teams of all sizes. In addition to the features you need to manage your agreements, you’ll get a team of dedicated support professionals to help your business get the most out of your contract portfolio.
PandaDoc:

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.
ContractWorks:

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
PandaDoc:

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
ContractWorks:

Audience

ContractWorks can be used across a range of industries and company sizes, from small businesses to enterprises, and can be implemented company-wide or departmentally
PandaDoc:

Audience

Mid-Market and Enterprises
ContractWorks:

Support

Phone Support Supported
24/7 Live Support Supported
Online Supported
PandaDoc:

Support

Phone Support Supported
24/7 Live Support Supported
Online Supported
ContractWorks:

API

Offers API Not Supported
PandaDoc:

API

Offers API Supported
ContractWorks:

Screenshots and Videos

PandaDoc:

Screenshots and Videos

ContractWorks:

Pricing

$700/ Month
$700 / Month Standard Plan
Unlimited users, 2500 documents, and 5 electronic signature licenses
Billed Annually

$900 / Month Professional Plan
Unlimited users, 10000 documents, and 10 electronic signature Licenses
Billed Annually

$1100/ Month Enterprise Plan
Unlimited users, unlimited documents, and 20 electronic signature licenses
Billed Annually
Free Version Not Supported
Free Trial Supported
PandaDoc:

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
ContractWorks:

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
PandaDoc:

Reviews/Ratings

Overall 4.7 / 5
ease 4.6 / 5
features 4.5 / 5
design 4.6 / 5
support 4.7 / 5
PandaDoc:

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.
ContractWorks:

Training

Documentation Supported
Webinars Supported
Live Online Supported
In Person Not Supported
PandaDoc:

Training

Documentation Supported
Webinars Supported
Live Online Supported
In Person Supported
ContractWorks:

Company Information

Onit
Founded: 2011
United States
www.onit.com/products/clm/contractworks/
PandaDoc:

Company Information

PandaDoc
Founded: 2011
United States
demo.pandadoc.com/
ContractWorks:

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ContractWorks:
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ContractWorks:
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ContractWorks:
PandaDoc

PandaDoc

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PandaDoc:
ContractWorks:

Categories

PandaDoc:

Categories

ContractWorks:

Contract Management Features

Buy Side (Suppliers) Supported
Completion Tracking Supported
Compliance Tracking Supported
Contract Lifecycle Management Supported
Electronic Signature Supported
Full Text Search Supported
Government Contracts Supported
Pre-built Templates Supported
Sell Side (Customers) Supported
Specialty Contracts Supported
Version Control Not Supported
Workflow Management Supported

Document Management Features

Access Controls Supported
Archiving & Retention Supported
Collaboration Tools Supported
Compliance Tracking Supported
Document Archiving Supported
Document Assembly Not Supported
Document Capture Not Supported
Document Conversion Not Supported
Document Delivery Supported
Document Indexing Supported
Document Retention Supported
Electronic Signature Supported
Email Management Not 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 Not Supported

Legal Document Management Features

Access Controls Supported
Archiving & Retention Supported
Collaboration Supported
Contract Management Supported
Document Assembly Not Supported
Document Indexing Supported
Document Tagging Supported
Full Text Search Supported
Version Control Supported
PandaDoc:

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

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

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

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

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
ContractWorks:

Integrations

Salesforce Supported
COZYROC SSIS+ Suite Not Supported
CloudNuro Not Supported
Cognito Forms Not Supported
Contract Wrangler Not Supported
Desktop.com Not Supported
DoorLoop Not Supported
Dropbox Not Supported
Google Drive Not Supported
Qualee Not Supported
Rally Not Supported
Rentroom Not Supported
ReturnPro Supported
RevOnyx Not Supported
Salesmate Not Supported
Teamstack Not Supported
Zendesk Not Supported
Zendesk Sell Not Supported
ZoomInfo GTM Studio Not Supported
intelliHR Not Supported
PandaDoc:

Integrations

Salesforce Supported
COZYROC SSIS+ Suite Supported
CloudNuro Supported
Cognito Forms Supported
Contract Wrangler Supported
Desktop.com Supported
DoorLoop Supported
Dropbox Supported
Google Drive Supported
Qualee Supported
Rally Supported
Rentroom Supported
ReturnPro Not Supported
RevOnyx Supported
Salesmate Supported
Teamstack Supported
Zendesk Supported
Zendesk Sell Supported
ZoomInfo GTM Studio Supported
intelliHR Supported
ContractWorks:
Claim ContractWorks and update features and information
Claim ContractWorks and update features and information
PandaDoc:
Claim PandaDoc and update features and information
Claim PandaDoc and update features and information