Because of the massive amount of data that individuals and institutions—including enterprises, regulatory agencies, non-government organizations, and educational establishments control and manage today, many possibilities to save money or simply get ahead of the curve are overlooked or lost without decision-makers realizing what they’re lacking or what might be continuing through.
The cost of processing and maintaining papers is a significant factor. For example, most of these institutions’ document expenditures account for up to 6% of their total income. Furthermore, when firms do decide to look into the cost of managing papers, the majority of them just look into the first 10% of the expenditures.
This realization has propelled data management solutions to the core of contemporary institutional processes, and as there are already many of them to help manage document cost control by enabling smoother collaborative efforts, sharing, safekeeping, faster transactions, and conclusion of negotiations, it’s up to you to lead your organization through the plethora of options available.
When it comes to finding the correct document management solution to meet your particular organizational needs, we always advise that a solution with a large number of features does not necessarily mean it is the greatest fit for you. In the end, the proper combination of features, pricing schemes and costs, customer service, flexibility, and assistance for multi – platforms should all be factored in.
To assist you throughout this regard, we had our specialists examine one of the most popular Documentation Management Software, PandaDoc, and produce a list of the top 10 PandaDoc alternatives that you could find suitable for your corporation’s specific needs.
Affordable proposal creation and document generation makes Crove one of the best PandaDoc alternatives. It has a rich and powerful editor to create and automate different kinds of proposals with high document generation limits even in its basic plan. Instead of just adding plain text fields in your documents, Crove allows you to add excel formulas and logical conditions so that you can have dynamic proposal templates and even calculate product pricing within the document.
Some of the major features of Crove are
- Unlimited template creation
- 500 Document Generations per month under Basic Plan
- Legally binding eSignatures
- GDPR Compliant
- Rich template editor with excel formulas and logical conditions
- Forms with branching logic
- Integrations like Zapier to connect with over 3000 apps
- API & Webhooks
- Access to lots of pre-made templates
Any of the Pre-made templates in the Crove template library will decrease the time taken for document creation by integrating with webhooks, API, and Crove Integrations. It also gives users the ultimate doc editing experience by having a rich text editor. You can discover the perfect document template and customize it to suit your needs, and you’ll be sending out docs in no time via email.
Additionally, Crove has clean and modern-looking forms with a simple and robust feature set like Logic-based automation, webhooks, eSigning, and a wonderful support team.
Crove is designed with conversation in mind. That is why it is a lot easier to set up conditional logic with Crove.
On top of the regular conditional logic available in PandaDoc, Crove supports excel formulas in case you want to calculate some fields from the data entered by the recipient.
|Basic Plan Price||$19||$29|
|Integration||Supports integration with Webhooks, API, and Zapier||Supports integrations with CRMS, Google Docs etc|
|Support||Help Center and Live Chat||Documentation and Help Center|
Formstack is one of the prominent PandaDoc alternatives that is primarily a data collection platform and survey builder for companies. It’s easy to build advanced document forms, including order forms and email forms, because of the conditional logic used.
There is a wide range of features available with this software, such as:
- Conditional logic
- Supports various integrations
- Data analysis
- Pre-made templates
Don’t have time to build documents from scratch? You can use Formstack Documents, a top PandaDoc competitor, to upload your PDF, Word, Excel, or PowerPoint files and dynamically populate them with data from your favorite cloud apps. Your documents can be delivered anytime, anywhere, from your CRM to your preferred storage app.
As a PandaDoc alternatives, Formstack Documents provides powerful security features to ensure you can automate your document workflows safely.
All documents and data are encrypted with 256-bit encryption at rest and TLS encryption during transit.
Automate how you create, share, populate, and store sensitive documents with this HIPAA-compliant solution.
|Drag-and-drop Form Builder||Yes||Yes|
|Unlimited Form Creation||No||Yes|
|Export as PDF||Yes||No|
## Better Proposals If you are looking for PandaDoc alternatives, then you can look for Better Proposals. It is an online proposal software that enables you to create attention-grabbing proposals with the help of an easy-to-use editor and a library of templates. With the help of this platform, you can design proposals that can be viewed on any device and convert first impressions into sales.
Some of the features of Better Proposals
- Proposal Editor
- Legally-binding Digital Signatures
- Responsive Design
- Proposal Analytics & Notifications
- Custom domain
- Payment, CRM, Live Chat Integrations
- API & Zapier integrations
Next of the PandaDoc alternatives to try is Better Proposals. It is a web solution for service businesses and creative agencies.
Welcome, Better Proposals! With more than 5000 customers in the kitty, the PandaDoc alternative makes writing proposals simple without the hassle of formatting or spending hours making them look professional.
Just simply type the content and change the pricing and the document is ready to be rolled out to the prospects.
Better Proposals allow you to create and maintain an organized and structural sales pipeline so that you and your team exactly know where the deal is, has your document has been signed or not, and more.
Better Proposals is available in more than 15 languages which include English, Finnish, Hungarian, Portuguese, Polish, Spanish, Swedish, Danish, and more. You can even make full use of your home currency and tax system!
Better Proposals come with both the CCPA and GDPR compliant and they have made some changes to ensure the compliance is full-proof.
|CRM Integration||Supports 11 integrations||Supports 15 integrations|
|Drag and Drop editor||No||Yes|
Proposify is one of the online proposal tools and PandaDoc alternatives that helps modern sales teams create, send, track, and e-sign winning agreements, proposals, and contracts.
Some of the features of Proposify
- Conversion Tracking
- Third-Party Plugins/Add-Ons
- Contact management and CRM integration
- Notifications & auto follow-ups
- PDF export
The significant part about using PandaDoc alternatives is you won’t be bothered about working with word documents, scanners, PDFs, printers, faxes or any other paraphernalia as all the work on the web solution happens on the cloud safely and securely.
You can easily collaborate with your team, manage their activities and permissions, and track the job done on the document – under the same roof.
Furthermore, the catch is you can’t create unlimited documents on Proposify but you can do that on PandaDoc.
If at some point of time, you get stuck while using PandaDoc services, follow step-by-step instructions in the Help Centre or contact the support team through an email or by putting an in-app request. Only the premium plan in Proposify allows phone, email, and chat support. The other two pricing plans provide chat and phone support.
PandaDoc doesn’t have any feature which allows the user to duplicate a document that would be needed again. Also if it offers that feature, PandaDoc changes the sequence number to something different from the original document.
Proposify: You can even organize your content library on Proposify which consists of case studies, fees, bios, and more in one library that is accessible to you and your team – no matter where you guys are.
You can search, tag, and group the content as per the proposal which you are currently making. Proposify helps you to manage content like a pro.
|Payment’s collection||Stripe||Stripe, Square, and Authorize.net|
|24/7 customer support||Limited||Yes|
Revv is a sales document solution that helps to create contract proposals, professional quotes as well as make in-context collaboration between finance, sales, and legal teams. This platform helps to simplify and automate the sales processes. Users can have NDA, quotes, SoW, and all contracts on one platform.
Some of the features of Revv are
- Upload PDF to share and eSign
- ML-driven contract analysis
- AI-enabled template creation
- Live document sharing
- Rich editor with styling options
Enterprises, Individuals, and business owners of all industries use Revv to boost their business with electronic signatures and workflow automation.
Revv complies with various regulations which include the ESIGN Act, UETA, and eIDAS, that make all eSigned documents legally binding. Revv meets all the requirements of e-signatures.
Revv helps to create dynamic fields as form fields in the template and speeds up your document creation process. Simply use the chosen template, add custom details in the form fields, send it to customers to fill in the required information, and eSign the documents. Flexibility to upload and send your PDF or DOCX files, edit them, and send for electronic signatures.
PDFelement, a comprehensive programme that enables you to generate, extract, divide, combine, edit, customize, organize, export, and safeguard files, comes in this list of top ten PandaDoc alternatives. Its clean and simple layout, straightforward menus, and comprehensive review and comment tools help organizations manage and simplify their operations, with precisely articulated methods to encourage speedy communication, and 256-bit AES strong encryption guarantees documents are securely stored.
Some of the features of PDFelement are
- Extraction, creation, editing, combining, converting, and exporting PDF documents are all available in one convenient programme.
- The Optical Character Recognition (OCR) is an extremely useful technique for working with physical copies, as compared to softcopy.
- PDF forms that are simple to fill out.
- 256-bit AES strong encryption.
PDFelement is a fantastic software platform and one of the best PandaDoc alternatives for doing a variety of PDF tasks, including editing, converting, and combining files. It has a number of features, including fillable forms, eSignatures, OCR, and so on.
PDFElement is designed for a wide variety of users, from school kids to experts, and it can be used by anybody who needs to edit PDF files.
A bonus feature of the software is that it can convert PDFs into a number of forms, including picture, word document, text, and so forth.
As a result, PDFelement has a lot better chance of succeeding as an all-in-one converting tool than PandaDoc.
LogicalDOC is a simple documentation management system and a PandaDoc alternatives that allows organizations to produce, co-author, share, and organize documents through the use of an enterprise-grade system. It focuses on quick retrieval, business process automation, and several platform support. Through its sophisticated online interface, quick and seamless interaction with MS Office and Outlook, and automated import from shared files, the program promotes cooperation and productivity. The total document management system is protected by digital watermarking, information tagging, process automations, file patch management, on-premise and cloud distribution, and file serialization.
Some of the features of LogicalDoc are
- It provides customized reports.
- It’s possible to use digital watermarking using it.
- It may be installed on-premises or in the cloud.
LogicalDOC assists enterprises of all sizes all over the world in gaining control over documentation, with an emphasis on quick information retrieval and business process automation. Your team may use this programme to generate, co-author, and coordinate any number of documents.
LogicalDOC’s next-generation online interface, interoperability with Microsoft Office and Outlook, and automated import from network shares will help you boost communication and productivity.
It’s a user-friendly tool that comes in 35 different languages. It also aids in the circulation of a larger collection of documents at one time while maintaining high levels of confidentiality. It is also so simple to operate that no training is required.
It facilitates a non-invasive incorporation with your system by utilizing innovative technologies and widely acknowledged international standards.
Adobe Document Cloud is a documentation management system and one of the best PandaDoc alternatives that allows organizations to produce, modify, and save PDF reports, presentations, and other files. Organizations may use the platform to convert a variety of documents into PDF, including Microsoft Office, Excel, Word, and JPG photos.
Professionals may use Adobe Document Cloud to develop unique workflows for exchanging, evaluating, and signing PDF documents. Document compressing, data exporting, data sorting, file previewing, search capabilities, and other features are included in the package.
Managers may also protect documents by encrypting them with passwords and defining role-based restrictions to prevent unwanted access.
Some of the features of Adobe Acrobat are
- Reduce the file size of your PDF to make it easier to share.
- Notes, highlights, and other comments can be added.
- Combine many files into a single PDF.
- Split a PDF file into several files.
You may use Acrobat Pro DC to convert a PDF into an editable document and modify both text and graphics directly in the software. Elements may be edited and relocated around by dragging them to the correct spot, and customized font generators match words in the page.
Microsoft Office 2016 and Office 365 are also compatible with Acrobat Pro DC. By using Adobe Acrobat tool on the interface, you can convert any “.doc” or “.docx” file into a PDF with a single click in Word. You could easily convert any PDF into a Microsoft Word, PowerPoint, or Excel file.
Acrobat Pro DC lets you save and access your account and files in Adobe Document Cloud, which has a cloud storage capacity of 20 GB. Integrations with Box, Dropbox, and Microsoft OneDrive are also available.
Acrobat Pro DC provides a variety of simple solutions for controlling and managing access to shared PDF files. Perhaps you’re working in Microsoft Word, PowerPoint, Excel, or Outlook and want to convert your document to a password-protected PDF. This can be easily done with the use of in-app features to control the document access.
DocuSign is a San Francisco-based firm that is widely regarded as the industry leader in electronic signature (e-signature) technology. DocuSign’s platform allows users to digitally sign contracts and other documents instead of signing them by hand.
This eliminates the necessity for both signatories to be physically present at the same time when signing a contract. Important security precautions are also provided by the technology. Documents that have been signed are uploaded and encrypted with a distinctive hash. The hash may then be compared to a document to guarantee that the agreement or other uploaded documentation has not been tampered with.
It is considered amongst the top PandaDoc alternatives in the budget category.
Some of the features of Docusign are
- Data Fields
- Signing Workflow
- Signer Authentication
From putting a signable form online to generating revenue with an e-signature, DocuSign has a lot to offer. It’s hard to cover everything, but these are the most important skills for meeting a company’s basic e-signature requirements.
Document setup is at the heart of each and every e-signature software. DocuSign makes this procedure simple and easy, with choices to suit a variety of circumstances ranging from sending papers to in-person signing.
Uploading your form is the first step in the document setup process. You can highlight the locations where your receivers must act. DocuSign’s toolbox includes a drag-and-drop capability that makes it simple to determine where signatures and other pertinent information are needed.
Over 350 third-party vendors are integrated with DocuSign. Your company procedures will be streamlined with these connections.
To sign HR documents, DocuSign integrates with human resource (HR) software systems such as Workday.
|Legally Binding Signatures||Yes||Yes|
|Text-editing for Uploaded Documents||No||Yes|
|Two factor authentication||Yes||No|
Dropbox bought HelloSign, an electronic signature software provider, in early 2019. HelloSign was developed from HelloFax, an internet platform for receiving and sending fax as well as filing documents and forms from a desktop.
For organizations of any size, HelloSign contains features such as personalization and collaboration capabilities, as well as bank-level encryption. Templates and signed papers may be shared with the team, other departments within the organization, and outside advisors using HelloSign.
With over 80,000 clients, HelloSign is one of the most popular electronic signature software solutions on the market. Reusable templates, flexible signature, and interfaces with Salesforce and Zapier are among HelloSign’s primary features. Customers may save time and money by using these tools to manage document processes. It is one of the most flexible PandaDoc alternatives.
Some of the features of HelloSign are
- Templates & Document Editing
- Document Workflow
- Real-time Notifications and Reminders
- Integrations & API
If you require a somewhat advanced, more generic electronic signing solution for your legal documentation, HelloSign can be a good fit. PandaDoc is a good option if you need a solution for your sales staff or want the greatest free plan available.
In general, HelloSign is the less expensive of the two options. If you merely require a free subscription or need functionality to assist sales processes, PandaDoc is a better option. PandaDoc’s free plan allows you to upload and transmit limitless documents for signing.
Both products have all of the essential features of electronic signature software, such as legally binding signature, a text editor, formats, flexible signing, document management, and audit reports. PandaDoc, on the other hand, has sales-oriented features such as a library of content, dynamic quoting, and recipient statistics.
|Legally Binding Signatures||Yes||Yes|
|Text-editing for Uploaded Documents||No||Yes|
|Features||Crove||Formstack||Better Proposals||Proposify||Revv||PDFelement||LogicalDOC||Adobe Acrobat||Docusign||HelloSign|
|Integration||Supports integration with Zapier, Integrately etc||Supports integration with Microsoft 365 etc||Supports integration with HubSpot CRM etc||Supports integration with Insightly etc||Supports integration with Salesforce etc||Supports integration with Google workspace.||No specific integrations.||Integration with Microsoft, Salesforce, and Box.||Microsoft, Salesforce, Google, Zoom, etc.||SharePoint, Hubspot, Dropbox, Slack, etc.|
|Support||Live chat support||Online support||Online support||Online support||Help center and documentation||Online support||Telephonic and online support||Online support||Online support||Online support|