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PandaDoc vs Smark CRM: Which is a better fit?

Updated on January 14th, 2025
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Summary
Features in Sales Tracking
19
Best performer
41
  • Access Controls/Permissions
  • Alerts/Notifications
  • Collaboration Tools
5
41
  • Email Templates
  • Sales Pipeline Management
User satisfaction
4.5
User reviews1,189
Ease of use
4.4
Functionality
4.3
Value for money
4.3
Customer support
4.3
4.5
User reviews62
Ease of use
4.3
Functionality
4.4
Value for money
4.4
Customer support
4.7
Price starts from
/user
Monthly subscription
Free version
Free trial
/user
Monthly 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.

Health Plan Operators, Health Cooperatives, Occupational Medicine, Facilities and Collective Meals, Security Companies, Industry, Technology and Services.

User reviews
pros & cons
1 / 4
View Reviews
Not enough reviews
View Reviews
Video reviews
video-5e5be348-4214-492d-302c-08dc0cb82378
Liam K
Digital 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.

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5 screenshots
216819
5 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
--%
Access Controls/Permissions
207
Important
Activity Dashboard
388
Important

PandaDoc

Top Features
19/41
  • Activity/News Feed
  • Appointment Scheduling
  • Assignment Management
  • Calendar Management
  • Call Logging
  • Commenting/Notes
  • Commission Management
  • Email Templates
  • Event Triggered Actions
  • Goal Setting/Tracking
  • Interaction Tracking
  • Kanban Board
  • Leaderboards
  • Lead Management
  • Lead Scoring
  • Live Chat
  • Mobile App
  • Prospecting Tools
  • Revenue Management
  • Sales Pipeline Management
  • Territory Management
  • Transfers/Routing
  • Access Controls/Permissions
  • Activity Dashboard
  • Alerts/Notifications
  • Collaboration Tools
  • Customizable Branding
  • Customizable Reports
  • Data Import/Export
  • Document Management
  • Electronic Signature
  • Email Management
  • File Sharing
  • Mobile Access
  • Process/Workflow Automation
  • Product Catalog
  • Reminders
  • Reporting/Analytics
  • Search/Filter
  • Task Management
  • Third-Party Integrations
See All features
Hide Sales Tracking Software Features -

Smark CRM

5/41
Show Sales Tracking 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
Smark CRM
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
Smark CRM
  • By SMark
  • Located in Brazil
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