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PandaDoc vs Portant

Need a break from Portant?

Your Portant alternative to create fast, accurate quotes, manage documents, and collect eSignatures in an all-in-one platform.

4 stars out of 51 star
4.7 2,590 Total Reviews

PandaDoc offers a robust, all-in-one document automation platform that outshines Portant in functionality, flexibility, and user experience. With advanced features like eSignature capabilities, seamless CRM integrations, and detailed analytics, PandaDoc helps businesses create, send, and manage documents while saving time. Unlike Portant, PandaDoc provides a broader range of customization options and workflow automation, making it ideal for scaling teams.

Why customers choose PandaDoc
over Portant

Document creation and management

Document creation and management

Customizable templates: Utilize a wide range of templates to generate professional documents.

Document Editing: Edit documents in real-time with collaborative features.

Content Library: Access a centralized repository for all your content needs.

Advanced workflow automation

Advanced workflow automation

Automated Workflows: Set up automated approval processes to enhance efficiency

Integrations: Seamlessly connect with CRM and payment platforms for a unified workflow.

Guided Selling: Walk sales reps through the quoting process to ensure error-free quotes with PandaDoc CPQ.

Comprehensive analytics and reporting

Comprehensive analytics and reporting

Tracking and Notifications: Monitor document status and receive real-time updates.

Analytics: Gain insights into document performance to inform business decisions.

Audit Trails: Maintain compliance with detailed document histories.

"We’ve only been using PandaDoc for a couple of months but in that time we have seen a 50% increase in sales conversions. As much as I’d like to put it down to our fabulousness, we have to take our hats off to PandaDoc. It allows us to respond quicker to quotation requests and track the client’s activity."

Richard Gosler

Creative Director

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All-in-one functionality

Generate quotes and create documents without switching platforms, enabling multiple teams—not just sales—to collaborate effectively.

All-in-one functionality

Sales enablement

PandaDoc allows you to live-track edits, set renewal reminders and other important contract dates. You can also track the negotiation stages with collaborative designated teams and see potential bottlenecks to help you close deals easier, and faster.

Sales enablement

Reporting and analytics

Track quotes and proposals, monitor recipient engagement, and utilize comprehensive reporting features to demonstrate ROI.

Reporting and analytics

"Our previous process was a sh*t show. Two parts Google docs mixed with one part saved email templates, a pinch of frustration, and a dash of disorganization. Now with PandaDoc, we’re weeding out potential users who would have dropped later in the onboarding process and wasted our time along the way."

Chaya David

Head of Customer Success

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Frequently asked questions

How does PandaDoc pricing compare to Portant?

PandaDoc offers a range of pricing options designed to provide exceptional value, especially for businesses seeking more than just document management and CPQ capabilities. With its comprehensive feature set, PandaDoc delivers a robust solution that supports various business functions beyond document management.

What makes PandaDoc different from Portant?

While both are cloud-based document management tools, PandaDoc offers a more extensive suite of features, including advanced workflow automation, guided selling, and a comprehensive content library. These capabilities make it suitable for a wide range of industries and job functions.

Does PandaDoc integrate with other business tools?

Yes, PandaDoc offers extensive integrations with various business tools and provides a developer-friendly API for custom integrations, ensuring seamless connectivity with your existing systems.

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ChiliPiper increased their close rate by 28% after implementing PandaDoc.

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ChiliPiper increased their close rate by 28% after implementing PandaDoc.