PandaDoc vs SaaSOptics

Starting Price

$9.00/month/user

Not provided by vendor

Best For

PandaDoc serves businesses ranging in size from SMB to Enterprise. We specialize in helping sales teams accelerate deals from propose to close.

B2B SaaS or subscription-based companies up to $100M in annual recurring revenue who want a cost effective way to manage the financial aspects of their subscription-based business.

Rating


4.5 / 5
(660)
Read All Reviews

4.5 / 5
(27)
Read All Reviews

Ideal number of Users

1 - 1000+

1000+

Ease of Use


4.3 / 5


  • "I love most that it saves everything in real time as i am doing it, I like the ease of use as well."

  • "Great software, easy to use lots of great functions and constantly adding new abilities."


4.1 / 5


Customer Support


4.4 / 5


  • "Our Marketing team is thrilled because all of our proposals are customized with CSS to fit our brand objectives. Also, their support team offers outstanding service if/when you need assistance."

  • "The end result product is great, however customer service is majorly lacking."


4.8 / 5


Features & Functionality


4.2 / 5


  • "It's also great the way you can save visuals and sections of documents into the content library for easy future use."

  • "Nice, affordable solution for building docs and getting e-signatures."


4.1 / 5


  • "Approach to calculations (decoupling of invoicing from rev rec), robust reporting suite, continued evolution of product, customer support."

  • "GAAP Compliant revenue recognition and Analytics necessary to support capital market inquiries."

Value for Money


4.3 / 5


  • "There are some restrictions on the features but overall for the quality and price, I am happy."

  • "Templates are very nice and convenient. The pricing table feature is awesome."


4.6 / 5


  • "SaaSOptics is the best tool for subscription metrics and revenue/deferred revenue calculations that we've come across in the marketplace."

  • "Very good option for subscription based businesses."

Product Features

  • close Billing Portal
  • check Contact Database
  • close Contingency Billing
  • check Customizable Invoices
  • check Dunning Management
  • close Hourly Billing
  • check Mobile Payments
  • check Multi-Currency
  • check Online Invoicing
  • check Online Payments
  • check Payment Processing
  • close Project Billing
  • close Recurring/Subscription Billing
  • check Tax Calculator
  • check Billing Portal
  • check Contact Database
  • close Contingency Billing
  • check Customizable Invoices
  • check Dunning Management
  • close Hourly Billing
  • close Mobile Payments
  • check Multi-Currency
  • check Online Invoicing
  • check Online Payments
  • check Payment Processing
  • check Project Billing
  • check Recurring/Subscription Billing
  • close Tax Calculator

Screenshots

View 4 screenshots 94807 thumb
Capterra screenshot placeholder

Platform

Web/Installed

Mobile

Web/Installed

Mobile

Support

  • 24/7 (Live Rep)
  • Business Hours
  • Online
  • 24/7 (Live Rep)
  • Business Hours
  • Online

Training

  • check In Person
  • check Live Online
  • check Webinars
  • check Documentation
  • close In Person
  • check Live Online
  • check Webinars
  • check Documentation

share Share Your Comparison of SaaSOptics vs PandaDoc

PandaDoc vs SaaSOptics

Share

share Share Your Comparison of SaaSOptics vs PandaDoc