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Software · head to head

PandaDoc vs Salesforce

PandaDoc logo

PandaDoc

Software

Document Automation for Revenue Teams

From
Free
Rated
-
Full reviewWebsite
Salesforce logo

Salesforce

Software

World's #1 CRM

From
$25/month
Rated
-
Full reviewWebsite

The short version

  • Only PandaDoc has a free tier, so it costs nothing to try first.
  • Each has a real cost: PandaDoc pandaDoc Essentials plan caps out at 2 seats maximum, priced at $19 USD per user per month billed annually (2023 archived pricing page).; Salesforce sales Cloud tiers as captured 2 January 2024: Starter Suite $25/user/month, Professional $80/user/month, Enterprise $165/user/month, all USD billed annually
  • They diverge on capability: PandaDoc covers Document templates, Salesforce covers Contact management.

Where they differ

Only the attributes on which PandaDoc and Salesforce actually diverge.

Attributes where PandaDoc and Salesforce differ
AttributePandaDocSalesforce
Starting priceFree$25/month
Free tierYesNo
PlatformsWeb, Ios, AndroidWeb, Ios, Android, Api
Founded20131999

Identical on both: pricing model (subscription), user rating (Not yet rated), category (Unknown).

What each one covers

Drawn from each product's published feature list. An absence here means we hold no record of it - not that the product lacks it.

Only in PandaDoc

  • Document templates
  • Electronic signatures
  • Analytics
  • Payment collection
  • CRM integration
  • Salesforce
  • HubSpot
  • Pipedrive

Only in Salesforce

  • Contact management
  • Opportunity management
  • Lead management
  • Reports & dashboards
  • Email integration
  • Workflow automation
  • Mobile access
  • AppExchange

What people use each for

The jobs each tool is most often brought in to do.

PandaDoc

  • Customer Successnot Salesforce
  • Document Automationnot Salesforce
  • Proposalsnot Salesforce

Salesforce

  • Sales managementnot PandaDoc
  • Customer servicenot PandaDoc
  • Marketing automationnot PandaDoc
  • Lead generationnot PandaDoc
  • Analytics & reportingnot PandaDoc

Where each one falls short

Documented limitations, not opinions. Every one is a constraint you would hit in normal use.

PandaDoc

  • PandaDoc Essentials plan caps out at 2 seats maximum, priced at $19 USD per user per month billed annually (2023 archived pricing page).
  • PandaDoc Business plan is $49 USD per user per month billed annually, with Enterprise pricing requiring direct sales contact (2023 archived pricing page).

Salesforce

  • Sales Cloud tiers as captured 2 January 2024: Starter Suite $25/user/month, Professional $80/user/month, Enterprise $165/user/month, all USD billed annually

Pricing, plan by plan

PandaDoc

Free
  • Free eSignFree
    • Unlimited signatures
    • Document uploads
  • Essentials$19/month
    • Templates
    • Analytics
    • Payments

Salesforce

$25/month
  • Essentials$25/month
    • Account & contact management
    • Opportunity tracking
    • Lead management
  • Professional$80/month
    • Everything in Essentials
    • Complete CRM
    • Lead scoring
  • Enterprise$165/month
    • Everything in Professional
    • Workflow automation
    • Advanced analytics
  • Unlimited$330/month
    • Everything in Enterprise
    • Unlimited customizations
    • 24/7 support

Which should you pick?

Choose PandaDoc if

  • You need document templates.
  • You want to start without paying.
  • You work on Web, Ios, Android.
  • You also want electronic signatures.
PandaDoc review

Choose Salesforce if

  • You need contact management.
  • You work on Web, Ios, Android, Api.
  • You also want opportunity management.
Salesforce review

Questions people ask

Is PandaDoc or Salesforce better?
Neither clearly leads. PandaDoc starts at Free and Salesforce at $25/month, and user ratings are close enough to be indistinguishable. Choose on capability and platform support.
Which is cheaper, PandaDoc or Salesforce?
PandaDoc has a free tier; the other does not. Paid plans start at Free for PandaDoc and $25/month for Salesforce.
Does PandaDoc or Salesforce run on more platforms?
PandaDoc runs on Web, Ios, Android. Salesforce runs on Web, Ios, Android, Api.
Can I use PandaDoc for free?
Yes. PandaDoc has a free tier, so you can try it without paying. Salesforce starts at $25/month.
What is PandaDoc best used for?
PandaDoc is most often used for customer success, document automation, proposals. Of those, customer success and document automation are not what Salesforce is typically brought in for.
What can PandaDoc do that Salesforce cannot?
PandaDoc covers Document templates, Electronic signatures, Analytics, Payment collection. Salesforce covers Contact management, Opportunity management, Lead management, Reports & dashboards.
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