Capterra Logo
Helping businesses choose better software since 1999

PandaDoc vs Diamond Forms, Flows & Docs: Which is a better fit?

Updated on February 11th, 2025
Capterra offers objective, independent research and verified user reviews. We may earn a referral fee when you visit a vendor through our links.
Summary
Key features rated by users
Features selected based on 3,179 reviews from Forms Automation users.
% Fit
Not enough reviews
Feature ratings
Data Security
4.7
Mobile Access
4.5
Customizable Forms
4.4
Workflow Management
4.5
Customizable Fields
4.5
% Fit
Not enough reviews
Feature ratings
Data Security
--
Mobile Access
4.0
Customizable Forms
3.8
Workflow Management
--
Customizable Fields
4.2
User satisfaction
4.5
User reviews1,201
Ease of use
4.4
Functionality
4.3
Value for money
4.3
Customer support
4.3
4.3
User reviews14
Ease of use
3.9
Functionality
4.4
Value for money
3.9
Customer support
4.3
Price starts from
/user
Monthly subscription
Free version
Free trial
--
Not provided by vendor
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.

We have extensive experience in these industries: insurance, financial services, education, healthcare, logistics & inspection. SME companies and multinationals in various industries rely on Diamond.

User reviews
pros & cons
1 / 4
View Reviews
Not enough reviews
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
View all video reviews
No video reviews yet
User interface
131735 video thumbnail}
1 Video
No videos provided by vendor
131735
5 screenshots
205648
4 screenshots
Do these products fit your needs?

Prioritize real-user-identified key features according to your needs to find your best fit.

Logo Img
--%
Logo Img
--%
A/B Testing
207
Important
Access Controls/Permissions
388
Important

PandaDoc

30/41
  • A/B Testing
  • Address Validation
  • Autofill
  • Conditional Logic
  • Data Capture and Transfer
  • Lead Capture
  • Lead Generation
  • Media Library
  • Multi-Channel Distribution
  • Response Validation
  • Surveys & Feedback
  • Access Controls/Permissions
  • Activity Dashboard
  • Alerts/Notifications
  • API
  • Approval Process Control
  • Collaboration Tools
  • Customizable Branding
  • Customizable Fields
  • Customizable Forms
  • Customizable Templates
  • Data Import/Export
  • Data Security
  • Document Management
  • Drag & Drop
  • Electronic Signature
  • Forms Creation & Design
  • Forms Management
  • Full Text Search
  • Mobile Access
  • Process/Workflow Automation
  • Real-Time Data
  • Reporting/Analytics
  • Single Sign On
  • SSL Security
  • Task Management
  • Template Management
  • Third-Party Integrations
  • Version Control
  • Web Forms
  • Workflow Management
See All features
Hide Forms Automation Software Features -

Diamond Forms, Flows & Docs

Top Features
41/41
Show Forms Automation Software Features +

Diamond Forms, Flows & Docs

--

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
Diamond Forms, Flows & Docs
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
Diamond Forms, Flows & Docs
  • By Fenêtre
  • Located in Netherlands
Recommendations

Products similar to those you're currently comparing: