Top 5 PandaDoc alternatives

Top 5 PandaDoc alternatives

March 16, 2022

Document Automation Tools

Are you looking for an alternative to PandaDoc document management software? if yes, then here is the list of best top 5 PandaDoc alternatives.


Creating document proposals in MS Word or Google Docs can take up a lot of your time. Wouldn’t it be efficient if we can automate the process of creating such proposals?  There are various tools on the market today that can help you not only get your proposals ready in minutes but also are lighter on your pocket.  One such tool is PandaDoc. But, if it doesn’t suit you for various reasons, it is important to know that there are PandaDoc alternatives that can meet your expectations. 

Crove (Starts at $9) 

Crove

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  

Reviews: 

Capterra: 4.8 Rating 

Trustpilot: 4.7 Rating 

Crove vs PandaDoc 

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. 

Feature Crove PandaDoc 
Basic Plan Price $9 $19 
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 (Starts at $18)  

Formstack

Formstack is a 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 
  • Security 
  • Pre-made templates 

Reviews: 

Capterra: 4.9 Rating 

Trustpilot: 3.7 Rating 

Formstack vs PandaDoc 

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. 

Features Formstack PandaDoc 
Drag-and-drop Form Builder Yes Yes 
Unlimited Form Creation No Yes 
Conditional Logic Yes No 
Export as PDF Yes No 

Better Proposals (Starts at $19) 

If you are looking for a PandaDoc alternative, 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 

Reviews: 

Capterra: 4.8 Rating 

Trustpilot: No Rating 

Better Proposals vs PandaDoc 

The next 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. 

Features Better Proposals PandaDoc 
Templates Yes Yes 
CRM Integration Supports 11 integrations Supports 15 integrations 
Drag and Drop editor No Yes 

Proposify (Starts at $49) 

Proposify is an online proposal tool 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 
  • e-sign 
  • Notifications & auto follow-ups 
  • PDF export 

Reviews: 

Capterra: 4.5 Rating 

Trustpilot: 3.7 Rating 

Proposify vs PandaDoc 

The significant part about using PandaDoc 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. 

Features Proposify PandaDoc 
Legally-binding eSignatures  Yes Yes 
Payment’s collection Stripe Stripe, Square, and Authorize.net 
24/7 customer support Limited Yes 
eSign No Yes 

Revv (Starts at $15) 

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 

Reviews: 

Capterra: 4.7 Rating 

Trustpilot: No Rating 

Revv vs PandaDoc 

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. 

Features Revv PandaDoc 
Contact Management Yes No 
Content Library Yes Yes 
24/7 support No Yes 

Comparison between the Crove, Formstack, Better Proposals, Proposify and Revv 

Features Crove Formstack Better Proposals Proposify Revv 
Price $9 $18 $19 $49 $15 
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 
Support Live chat support Online support Online support Online support Help center and documentation 
Udit Agarwal

Udit Agarwal

Udit Agarwal is a Digital Marketer and a Content Marketing Specialist, He enjoys technical as well as non-technical writing. His passion and urge for gaining new insights on gadgets, smartphones and technology has led him to Crove. He quenches his thirst for technology through his action oriented writing skills and a profound ability to stay up to date with latest industry trends.

You might also Like