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Sales Enablement · head to head

PandaDoc vs SmartKarrot

PandaDoc logo

PandaDoc

Sales Enablement

Document Automation for Revenue Teams

From
Free
Rated
-
Full reviewWebsite
SmartKarrot logo

SmartKarrot

Customer Success

Intelligent Customer Success Platform

From
$499/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).; SmartKarrot the entry Basic plan starts at $15,000 per year and includes only 5 users
  • They diverge on capability: PandaDoc covers Document templates, SmartKarrot covers Customer 360.

Where they differ

Only the attributes on which PandaDoc and SmartKarrot actually diverge.

Attributes where PandaDoc and SmartKarrot differ
AttributePandaDocSmartKarrot
Starting priceFree$499/month
Free tierYesNo
PlatformsWeb, Ios, AndroidWeb
CategorySales EnablementCustomer Success
Founded20132018

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

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
  • Pipedrive
  • Stripe
  • Ios support

Only in SmartKarrot

  • Customer 360
  • Health monitoring
  • Playbook automation
  • Success planning
  • Touchpoints tracking
  • Slack
  • Intercom

Both cover

  • Salesforce
  • HubSpot
  • Web support

What people use each for

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

PandaDoc

  • Customer Successnot SmartKarrot
  • Document Automationnot SmartKarrot
  • Proposalsnot SmartKarrot

SmartKarrot

  • Tracking customer onboarding phases and account health for a SaaS businessnot PandaDoc
  • Segmenting accounts and users to target customer success playsnot PandaDoc
  • Reporting on customer success outcomes with embedded BI dashboardsnot 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).

SmartKarrot

  • The entry Basic plan starts at $15,000 per year and includes only 5 users
  • All plans are billed annually with no monthly option
  • Basic includes only 2 third party integrations, Growth 3 and Pro 4
  • Usage tracking is limited to 1 SaaS product on Growth and 3 on Pro
  • Growth, Pro and Enterprise plans are all Contact Sales with no published price
  • Basic support is email-based only, with a dedicated CSM starting at Growth
  • SmartKonversation call intelligence is a paid add-on rather than an included feature on Basic, Growth or Pro
  • SmartOps advanced AI trends is an add-on available only on the Enterprise plan
  • Additional Lite users are billed at $10 per user per month on top of the plan fee

Pricing, plan by plan

PandaDoc

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

SmartKarrot

$499/month
  • Professional$499/month
    • Health scores
    • Playbooks
    • Customer 360
  • Enterprise$1299/month
    • AI insights
    • Custom workflows
    • Advanced analytics

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 SmartKarrot if

  • You need customer 360.
  • You also want health monitoring.
SmartKarrot review

Questions people ask

Is PandaDoc or SmartKarrot better?
Neither clearly leads. PandaDoc starts at Free and SmartKarrot at $499/month, and user ratings are close enough to be indistinguishable. Choose on capability and platform support.
Which is cheaper, PandaDoc or SmartKarrot?
PandaDoc has a free tier; the other does not. Paid plans start at Free for PandaDoc and $499/month for SmartKarrot.
Does PandaDoc or SmartKarrot run on more platforms?
PandaDoc runs on Web, Ios, Android. SmartKarrot runs on Web.
Can I use PandaDoc for free?
Yes. PandaDoc has a free tier, so you can try it without paying. SmartKarrot starts at $499/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 SmartKarrot is typically brought in for.
What can PandaDoc do that SmartKarrot cannot?
PandaDoc covers Document templates, Electronic signatures, Analytics, Payment collection. SmartKarrot covers Customer 360, Health monitoring, Playbook automation, Success planning. Both handle Salesforce, HubSpot, Web support.
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