PandaDoc vs. servicePath CPQ Comparison


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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.	About QUOTE SMARTER, FASTER AND MORE PROFITABLY A single quote with an incorrect configuration can impact your hard-earned reputation. A misquoted price can tip a deal into the red. Why put your business at risk? servicePath is a configure, price and quote (CPQ) platform that is specifically designed to make complex quotes simple. Quotes that used to take days and involve multiple departments can be done in less than an hour in servicePath. Cut your risk of issuing a bad quote by having all the latest solution configurations and cost elements on one platform. Become more frictionless with servicePath.
Platforms Supported Windows Mac Linux Cloud On-Premises iPhone iPad Android Chromebook	Platforms Supported Windows Mac Linux Cloud On-Premises iPhone iPad Android Chromebook
Audience Mid-Market and Enterprises	Audience Businesses looking for a configure, price and quote platform that will make complex quotes simple
Support Phone Support 24/7 Live Support Online	Support Phone Support 24/7 Live Support Online
API Offers API	API Offers API
Screenshots and Videos View more images or videos	Screenshots and Videos View more images or videos
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 Free Trial	Pricing $75 USD/user/month* servicePath CPQ+ Professional Edition Leading Configure Price Quote (CPQ) platform for technology vendors, Managed Services Providers, software companies, SI's and VARs. Our CPQ+ thrives with changing market dynamics, complex configuration & sales, resulting in enhanced quote velocity/governance and revenues. Perfect for fast and growing markets, as well as highly acquisitive or PE-backed firms with a broad set of products and services that need to execute on digital transformation. Integration with Salesforce and Dynamics CRM. *billed annually Free Version Free Trial
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	Reviews/Ratings Overall 5.0 / 5 ease 5.0 / 5 features 5.0 / 5 design 4.8 / 5 support 5.0 / 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.	Pros & Cons from Real Users Pros Easy to use and setup. Building out my service portfolio of products was quick and easy, efficient. Allows my sales folks to easily quote customers and prospects quickly, seeing the various price points based on the adjustments they can make, from the rules and configurations I put in pace for each product offering. Would have taken me hours using excel, and creating the manual pieces sales would have need to quote. This provided all in an easy to use and efficient platform. Leveraging servicePath CPQ has proven to provide a consistent and measurable way for our Global Alliance partners to successfully position Dell Technologies products solutions. The system is embedded into the sales motion growing revenue and mindshare with our partner community and creating “stickiness”. The platform also provides a secure and consistent way to collaborate on sales opportunities generated by the partner while also simplifying complex sales motions that include multi-cloud and hybrid cloud components. You can achieve all configuration and product/process definition without any software development just by customization on CPQ. This make it very simple and easy to implement also very complex product combinations, baskets, workflows and order processes. servicePath CPQ+ was built for our industry and is easy to use, a tool that can simplify the complex with no code GUI. The ability to enable product managers with cost modelling, pricing and building guided configurable products is very beneficial. Ultimately to better enable sales. The GUI is modern and easy to use which helps with user adoption and new starters. The ability for us to improve how we commercially lifecycle manage client solutions was also attractive as this was a painful gap in the business. Cons Some of the UI aspects could be done better, more intuitive in some parts. These were are planned to be address in future releases at the time. Internal scale for my organization can be challenging as more and more Alliance partners want to use and customize the servicePath platform. Resizing and some adjustments to different (also mobile) browsers can be optimized. Could do with improving the e-signature to CRM system records closure automation.
Training Documentation Webinars Live Online In Person	Training Documentation Webinars Live Online In Person
Company Information PandaDoc Founded: 2011 United States demo.pandadoc.com/	Company Information servicePath Founded: 2011 Canada servicepath.co
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AgencyPitch GrahAI Systems View All	Salesforce CPQ Salesforce View All
Categories AI Contract Generators AI Proposal Generators AI RFP Billing and Invoicing Contract Lifecycle Management (CLM) Contract Management CPQ Digital Signature Document Management Document Workflow E-Notary eSignature APIs Proposal Management Quoting Renewal Management Sales Enablement Workflow Management	Categories CPQ Finance Financial CRM MSP Order-to-Cash Quote-to-Cash Sales Acceleration Sales Enablement Sales Engagement
CPQ Features 2D Drawing 3D Modeling Approval Workflow eCommerce Guided Selling Product Configurator Proposal Generation Quotes / Estimates Renewal Management Self Service Portal Sales Enablement Features Collaboration Contact Management Content Management Document Management Goals / Quota Management Lead Management Meeting Management Performance Management Presentation Management Proposal Management Territory Management Training Management Show More Features Billing and Invoicing Features Billing Portal Contact Database Contingency Billing Customer Portal Customizable Invoices Dunning Management Hourly Billing Invoice History Mobile Payments Multi-Currency Online Invoicing Online Payments Payment Processing Project Billing Recurring/Subscription Billing Service Ticket Billing Tax Calculator Contract Management Features Buy Side (Suppliers) Completion Tracking Compliance Tracking Contract Lifecycle Management Electronic Signature Full Text Search Government Contracts Pre-built Templates Sell Side (Customers) Specialty Contracts Version Control Workflow Management Digital Signature Features Audit Trail Authentication Auto Reminders Customizable Templates Document Analytics Mobile Signature Multi-Party Signing Progress Tracking Task Progress Tracking Document Management Features Access Controls Archiving & Retention Collaboration Tools Compliance Tracking Document Archiving Document Assembly Document Capture Document Conversion Document Delivery Document Indexing Document Retention Electronic Signature Email Management File Recovery File Type Conversion Forms Management Full Text Search Offline Access Optical Character Recognition Print Management Version Control Proposal Management Features Automatic Formatting Calendar Management Collaboration Contact Management Content Repository Document Management Electronic Signature Knowledge Library Pipeline Management Requirements Management Revision Management RFP Management Task Management Templates Version Control Quoting Features Automated Quoting Catalog Management Client Portal Contact Management Customer Accounts Customizable Branding Discount Management Forms Creation Pricing Management Product Configurator Proposal Management Workflow Management Features Access Controls/Permissions Approval Process Control Business Process Automation Calendar Management Compliance Tracking Configurable Workflow Customizable Dashboard Document Management Forms Management Graphical Workflow Editor Mobile Access No-Code Task Management Third Party Integrations Workflow Configuration	CPQ Features 2D Drawing 3D Modeling Approval Workflow eCommerce Guided Selling Product Configurator Proposal Generation Quotes / Estimates Renewal Management Self Service Portal Sales Enablement Features Collaboration Contact Management Content Management Document Management Goals / Quota Management Lead Management Meeting Management Performance Management Presentation Management Proposal Management Territory Management Training Management Show More Features Sales Acceleration Features Campaign Management CPQ Dialer Email Sequencing Email Templates Email Tracking List Building Meeting Scheduler Predictive Analytics Reporting Sales Gamification Sales Intelligence Sales Workflow Management Sales Engagement Features Call Scripts / Call Steps CRM Integration Email Sequences Email Tracking / Automation Lead Management Reporting / Analytics Sales / Voice Dialer Sales Automation Search Task Management Templates Workflow Management
Integrations Salesforce Axis LMS Caugia Desktop.com DynaFile HubSpot Customer Platform Leah Motileo Process Street Salesmate Shift SimpliContract Square Appointments Stackreaction Stripe Tabs Teamstack Xero monday AI work platform monday CRM Show More Integrations View All 89 Integrations	Integrations Salesforce Axis LMS Caugia Desktop.com DynaFile HubSpot Customer Platform Leah Motileo Process Street Salesmate Shift SimpliContract Square Appointments Stackreaction Stripe Tabs Teamstack Xero monday AI work platform monday CRM Show More Integrations View All 4 Integrations
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