Automate document processes. Eliminate bottlenecks. PandaDoc all-in-one platform to create, manage, and eSign across your organization.
Your choice of document automation platform can make or break your workflow efficiency.
While Conga has long been a trusted name in the field, PandaDoc offers a more intuitive, cost-effective, and versatile solution.
From small businesses to enterprises, PandaDoc helps teams streamline their document management and focus on what truly matters—closing deals and driving growth.
With advanced features, smooth integrations into your existing operations, and a user-friendly interface to boot, it’s a powerhouse in its right.
Here’s how PandaDoc enables business like yours achieve their goals faster, more effectively, and at a fraction of the cost.
Why customers choose PandaDoc over Conga
Easy to use and implement
Nobody has time for confusing software.
PandaDoc’s no-code interface means RevOps teams can set it up without a tech guru or pricey consultants. Onboarding is fast and straightforward, so your team can hit the ground running.
Plus, it’s so intuitive that you’ll feel like a pro from day one. Minimal training required across all your departments.
Everything in one place
Unlike Conga, which often requires additional tools for various functions, PandaDoc consolidates multiple solutions into one platform.
Create, edit, send, and track documents—all in one system.
No more switching platforms and associated costs of running them. No more wasted time.
Just everything you need, exactly where you need it.
Affordable plans that grow with you
Got a small team? No problem.
Growing fast? Even better.
PandaDoc’s pricing is designed to fit businesses of all sizes. The ‘Starter’ plan goes off at just $19 per user/month, you get unlimited document uploads and legally binding e-signatures—no hidden fees.
That way even small startups can access essential document automation features.
If your operations call for more, upgrade to ‘Business’ or ‘Enterprise’ plans for CRM integrations, custom branding, and workflow automation.
Maximize your return on investment while being flexible enough to scale as your needs evolve.
Unlike competitors with mysterious pricing (and surprise fees) where you’ll need to first haggle with sales reps, PandaDoc keeps it simple and transparent right from the start.
That’s value you can count on.
Integrates with CRM and payment platforms
PandaDoc integrates seamlessly with over 15 CRMs, payment gateways, and marketing platforms, including Salesforce, HubSpot, and Stripe.
These integrations ensure teams can operate efficiently without switching platforms.
What’s the difference?
| Feature | PandaDoc | Conga |
|---|---|---|
| Unlimited e-signatures | ✓ | ✓ |
| Bulk e-signing options | ✓ | ✓ |
| Create documents | ✓ | ✓ |
| Embed images & videos | ✓ | X |
| Content library & templates | ✓ | ✓ |
| CRM integrations | ✓ | ✓ |
| Workflow automation | ✓ | ✓ |
| Custom branding | ✓ | ✓ |
| Pricing tables | ✓ | X |
| Form generation | ✓ | X |
| Tracking and notifications | ✓ | ✓ |
| Mobile support | ✓ | ✓ |
| Advanced security compliance | ✓ | ✓ |
| Quote builder | ✓ | X |
| Sandbox testing | X | ✓ |
| API & developer tools | ✓ | ✓ |
| Transparent pricing | ✓ | X |
| Bulk send capability | ✓ | ✓ |
| Integration with CRMs, ERPs, & marketing tools | ✓ | ✓ |
| Real-time recipient analytics | ✓ | ✓ |
| Serial/parallel signing | ✓ | ✓ |
| Role-based permissions | ✓ | ✓ |
| 24/7 live chat support | ✓ | X (Varies by Plan) |
Benefit of all-in-one functionality of PandaDoc
Don’t waste time switching between multiple platforms to handle quotes, contracts, or signatures.
With PandaDoc, everything you need is conveniently housed in one place. Eliminate unnecessary complexity as you streamline your document processes.
1. Generate quotes and create documents without switching platforms
PandaDoc enables you to create professional quotes, generate comprehensive documents, and secure eSignatures—all from a single platform.
No more toggling between tools, risking errors, or wasting valuable time.
With everything integrated, you can work smarter and focus on revenue-driving activities that benefit your business.
2. A tool for every team, not just sales
While sales teams love PandaDoc for its ability to accelerate deal closures, its versatility means that HR, legal, and operations teams can benefit too.
HR teams can use it for employment contracts, while legal teams streamline agreements and compliance documents.
PandaDoc simplifies workflows across departments, ensuring your entire business operates more efficiently.
Check now what our customers say.
3. Create, send, and track documents effortlessly
PandaDoc makes it easy to create templates for repeatable tasks, send documents for review or signing, and track their status in real-time.
Whether you’re managing a sales proposal, a vendor agreement, or a partnership contract, everything happens seamlessly within the platform, allowing you to maintain momentum and eliminate bottlenecks.
How PandaDoc improves business operations
Get more bang for your buck with:
Automated workflows
Automating repetitive tasks gives your team valuable time back, while also reducing errors from manual processes.
For example, you can set up workflows to send documents for approval automatically once they’ve been signed.
These workflows ensure nothing falls through the cracks and that every step in your process is accounted for.
Cross-team collaboration
PandaDoc’s collaborative features allow multiple team members to work on the same document simultaneously.
Say goodbye to back-and-forth emails, conflicting versions, and delays.
Collaboration and team alignment lead to better decision-making and improved productivity.
Integration with your tech stack
Already using tools like Salesforce, HubSpot, or QuickBooks?
PandaDoc integrates effortlessly, pulling in data from your existing systems to create error-free documents in record time.
This seamless integration allows you to leverage the tools you already trust while enhancing their functionality with PandaDoc’s features.
API for custom solutions
Need something specific?
PandaDoc’s developer-friendly API lets you tailor the platform to your unique needs, embedding document creation and eSignature workflows into your existing software.
Whether it’s customizing templates or creating unique workflows, PandaDoc’s flexibility ensures it adapts to your business, not the other way around.
First-class security features
PandaDoc ensures your data is protected with industry-leading security features to mitigate compliance risks.
- GDPR compliance: If you’re doing business in Europe or managing data from EU citizens, GDPR compliance is mandatory. PandaDoc makes sure your processes meet even the strictest data protection standards. Confidently manage documents knowing you’re always in line with legal requirements.
- HIPAA compliance: Working in healthcare or handling patient information? With PandaDoc you can securely handle sensitive material—like medical records and patient agreements—without compromising on privacy.
- SOC 2 Type 2 certification: You need to know your data is safe. That’s why PandaDoc’s SOC 2 Type 2 certification matters. It proves the system’s security controls are solid and reliable, giving you confidence that your sensitive data is in safe hands. It’s the trust you need, built into every step of your workflow.
- Advanced access management: Not everyone needs access to everything, right?With role-based permissions and knowledge-based authentication (KBA), you control exactly who can view or edit your documents. These features ensure your sensitive data stays where it belongs—with the right people and no one else.
Use cases: PandaDoc vs. Conga
For small businesses
PandaDoc’s affordability and simplicity make it the ideal solution for small businesses looking to streamline their sales and document processes without a steep learning curve.
The platform’s easy-to-use features enable small teams to accomplish more in less time, allowing them to focus on growth and customer satisfaction.
For enterprises
Larger organizations benefit from PandaDoc’s integration capabilities and advanced workflow automation.
Teams across sales, HR, and legal can collaborate seamlessly on a single platform.
The ability to customize workflows and templates ensures that enterprises can maintain consistency and efficiency across multiple departments, even in complex organizational structures.
First-Class security features
PandaDoc prioritizes security, offering compliance with key international standards such as GDPR and HIPAA.
These security measures ensure your sensitive business data remains protected, giving you peace of mind when managing critical documents.
Frequently asked questions
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Conga takes a highly customized approach to pricing. To get started, you need to contact their sales team, who will assess your business needs and create a personalized quote. While this can work well for unique or highly specific setups, it might add complexity if you’re looking for a straightforward plan.
In contrast, PandaDoc’s pricing is transparent, scalable, and predictable. Plans start at $19 per user/month, offering flexibility for businesses of all sizes. With clear tiered options like Starter, Business, and Enterprise, PandaDoc caters to various needs, from basic e-signature functionality to advanced document workflows. The pricing includes unlimited documents, templates, and e-signatures—so no surprise costs.
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PandaDoc and Conga share some common ground. Both platforms offer automation tools, user-friendly interfaces, and features to streamline document creation at scale.
However, the differences lie in their approach and focus areas, including:
Document Templates:
- PandaDoc: Extensive, customizable templates.
- Conga: Includes templates but focused on sales operations.
eSignature:
- PandaDoc: Unlimited, legally binding.
- Conga: Advanced security features, but usage-based.
Workflow Automation:
- PandaDoc: Built-in, intuitive.
- Conga: Customizable workflows available.
API and Integrations:
- PandaDoc: Extensive (e.g., Salesforce, Zapier, HubSpot).
- Conga: Focused on CRM and sales platforms.
Pricing:
- PandaDoc: Transparent, tiered pricing.
- Conga: Customized, tailored pricing.
PandaDoc is ideal for businesses seeking a solution to create, track, and manage documents across multiple teams and industries. It’s especially valuable for SMBs, HR, legal, and operations teams, thanks to features like guided selling, content libraries, and deal rooms
Conga is a better fit for businesses heavily reliant on quote-to-cash processes, such as sales teams needing advanced CPQ (Configure, Price, Quote) capabilities.
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Absolutely! PandaDoc is designed to seamlessly integrate with a wide range of business tools, making it a flexible choice for businesses of all sizes.
Top Integrations:
- CRM Platforms: Salesforce, HubSpot, Pipedrive, Zoho CRM
- Productivity Tools: Monday.com, Google Workspace, Microsoft Teams
- Payment Gateways: PayPal, Stripe, Square
- Marketing Tools: Canva, Zapier
For extra adaptability teams, PandaDoc offers a developer-friendly API you can embed its functionalities directly into your existing systems. Whether you’re in sales, HR, or operations, PandaDoc’s integration ecosystem ensures your tools work smarter together.
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From small businesses looking for a cost-effective solution to large enterprises needing seamless integrations and automation, PandaDoc delivers everything you need to create, send, track, and sign documents effortlessly.
- Simplified operations: You don’t have to be a techie or make endless calls with consultants. Work with an intuitive, no-code interface.
- Transparent pricing: No worries about hidden fees and complex billing. It’s clear, scalable plans that fit your business.
24/7 Support: Live chat and email support ensure you’re never left in the dark, no matter your time zone.
Disclaimer
PandaDoc is not a law firm, or a substitute for an attorney or law firm. This page is not intended to and does not provide legal advice. Should you have legal questions on the validity of e-signatures or digital signatures and the enforceability thereof, please consult with an attorney or law firm. Use of PandaDoc services are governed by our Terms of Use and Privacy Policy.
