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PandaDoc vs Documo: Which is a better fit?

Updated on February 3rd, 2025
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Summary
Features in CPQ
32
Best performer
38
  • Activity Dashboard
  • Approval Process Control
  • Approval Workflow
9
38
  • Self Service Portal
User satisfaction
4.5
User reviews1,198
Ease of use
4.4
Functionality
4.3
Value for money
4.2
Customer support
4.3
4.8
User reviews82
Ease of use
4.8
Functionality
4.7
Value for money
4.7
Customer support
4.8
Price starts from
/user
Monthly subscription
Free version
Free trial
Yearly subscription
Free version
Free trial
Best for

PandaDoc serves organizations ranging from mid-size to enterprises. We help sales, marketing, CS, and HR teams better manage proposals, quotes, and contracts.

mFax is now Documo. Best for companies in regulated industries requiring a highly-reliable HIPAA, GLBA, SOX, and PCI compliant cloud solution with an easy-to-use and modern interface.

User reviews
pros & cons
1 / 4
View Reviews
1 / 4
View Reviews
Video reviews
video-5e5be348-4214-492d-302c-08dc0cb82378
Liam K
Product Marketing Lead
5.0

Liam K.: Hi, my name's Liam. I work at a company called Sook. We specialize in renting pop-up spaces for brands for short rentals. We're about 20 big, and I rate PandaDoc five out of five. Before we were using PandaDoc, we were using DocuSign, and it was a very good tool, but we needed to find something that was better suited to what our business needs were. The reason that we went with PandaDoc was based on some of its better integrations and support features that they had. So we currently use HubSpot as our CRM. The integration works really well with PandaDoc, making our sales team save a lot of time when producing and creating their invoices and sending it to their customers. When looking overall at all their features, it was just a simple choice for us. It was very easy to onboard PandaDoc into the business. As mentioned, the integrations, features were really easy. It featured really well into Stripe, and it was easy to onboard all the team in terms of how they were going to use it and benefit from it. My recommendation for people that are looking to integrate PandaDoc into their invoicing system is just have a good idea of what you guys want to do. Make sure that you have a clear understanding of the integrations that is available with PandaDoc, and make sure it just meets your business needs and that it does tick all the boxes from just not an employee perspective, but also from a customer's perspective.

How Capterra sources reviews
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User interface
131735 video thumbnail}
1 Video
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131735
5 screenshots
197267
5 screenshots

PandaDoc

Top Features
32/38
  • Bills of Material
  • Data Visualization
  • Order Management
  • Rules Engine
  • Self Service Portal
  • Visual Configuration
  • Access Controls/Permissions
  • Activity Dashboard
  • API
  • Approval Process Control
  • Approval Workflow
  • Audit Trail
  • Catalog Management
  • Contact Management
  • Contract/License Management
  • CRM
  • Customizable Branding
  • Customizable Templates
  • Discount Management
  • Document Management
  • Document Storage
  • Document Templates
  • Drag & Drop
  • Electronic Signature
  • Forecasting
  • Guided Selling
  • Multi-Currency
  • Price and Cost Calculations
  • Price/Margin Management
  • Product Configurator
  • Proposal Generation
  • Quotes/Estimates
  • Real-Time Data
  • Renewal Management
  • Reporting & Statistics
  • Sales Automation
  • Third-Party Integrations
  • Workflow Management
See All features
Hide CPQ Software Features -

Documo

9/38
Show CPQ Software Features +
PandaDoc
Deployment
  • Cloud, SaaS, Web-Based
  • Desktop - Mac
  • Desktop - Windows
  • Desktop - Linux
  • Desktop - Chromebook
  • On-Premise - Windows
  • On-Premise - Linux
  • Mobile - Android
  • Mobile - iPhone
  • Mobile - iPad
Support
  • Email/Help Desk
  • FAQs/Forum
  • Knowledge Base
  • Phone Support
  • 24/7 (Live rep)
  • Chat
Training
  • In Person
  • Live Online
  • Webinars
  • Documentation
  • Videos
Documo
Deployment
  • Cloud, SaaS, Web-Based
  • Desktop - Mac
  • Desktop - Windows
  • Desktop - Linux
  • Desktop - Chromebook
  • On-Premise - Windows
  • On-Premise - Linux
  • Mobile - Android
  • Mobile - iPhone
  • Mobile - iPad
Support
  • Email/Help Desk
  • FAQs/Forum
  • Knowledge Base
  • Phone Support
  • 24/7 (Live rep)
  • Chat
Training
  • In Person
  • Live Online
  • Webinars
  • Documentation
  • Videos
PandaDoc
  • By PandaDoc
  • Located in United States
  • Founded in 2013
Documo
  • By Documo
  • Located in United States
  • Founded in 2014
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