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8 Business Plan Templates You Can Get for Free

8 min. read

Updated April 10, 2024

A business plan template can be an excellent tool to simplify the creation of your business plan. 

The pre-set structure helps you organize ideas, covers all critical business information, and saves you time and effort on formatting.

The only issue? There are SO many free business plan templates out there. 

So, which ones are actually worth using? 

To help remove the guesswork, I’ve rounded up some of the best business plan templates you can access right now. 

These are listed in no particular order, and each has its benefits and drawbacks.

What to look for in a business plan template

Not all business plan templates are created equal. As you weigh your options and decide which template(s) you’ll use, be sure to review them with the following criteria in mind:

• Easy to edit: A template should save you time. That won’t be the case if you have to fuss around figuring out how to edit the document, or even worse, it doesn’t allow you to edit at all.
• Contains the right sections: A good template should cover all essential sections of a business plan , including the executive summary, product/service description, market/competitive analysis, marketing and sales plan, operations, milestones, and financial projections. 
• Provides guidance: You should be able to trust that the information in a template is accurate. That means the organization or person who created the template is highly credible, known for producing useful resources, and ideally has some entrepreneurial experience.
• Software compatibility: Lastly, you want any template to be compatible with the software platforms you use. More than likely, this means it’s available in Microsoft Word, Google Docs, or PDF format at a minimum. 

1. Bplans — A plan with expert guidance

Since you’re already on Bplans, I have to first mention the templates that we have available. 

Our traditional and one-page templates were created by entrepreneurs and business owners with over 80 years of collective planning experience. We revisit and update them annually to ensure they are approachable, thorough, and aligned with our team’s evolving best practices.  

The templates, available in Word, PDF, or Google Doc formats, include in-depth guidance on what to include in each section, expert tips, and links to additional resources. 

Plus, we have over 550 real-world sample business plans you can use for guidance when filling out your template.

Download: Traditional lender-ready business plan template or a simple one-page plan template .

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2. SBA — Introduction to business plans

The U.S. Small Business Administration (SBA) offers two different business plan templates along with a short planning guide. 

While not incredibly in-depth, it’s enough to help you understand how traditional and lean plans are structured and what information needs to be covered. The templates themselves are more like examples, providing you with a finished product to reference as you write your plan.

The key benefit of using these templates is that they were created by the SBA. While they may provide less guidance, you can be assured that the information and structure meet their expectations.

Explore: The SBA’s planning guide and free templates

3. SCORE — Planning workbook

SCORE’s template is more like a workbook. It includes exercises after each section to help you get your ideas down and turn them into a structured plan.

The market research worksheets are especially useful. They provide a clear framework for identifying your target market and analyzing competitors from multiple angles. Plus, they give you an easy way to document all the information you’re collecting.

You will likely have to remove the exercises in this template to make it investor-ready. But it can be worth it if you’re struggling to get past a blank page and want a more interactive planning method.

Download: SCORE’s business plan template

4. PandaDoc — A template with fillable forms

PandaDoc’s library offers a variety of industry-specific business plan templates that feature a modern design flair and concise instructions. 

These templates are designed for sharing. They include fillable fields and sections for non-disclosure agreements, which may be necessary when sending a plan to investors.  

But the real benefit is their compatibility with PandaDoc’s platform. Yes, they are free, but if you’re a PandaDoc subscriber, you’ll have far more customization options. 

Out of all their templates, the standard business plan template is the most in-depth. The rest, while still useful, go a bit lighter on guidance in favor of tailoring the plan to a specific industry.

Explore: PandaDoc’s business plan template library  

5. Canva — Pitch with your plan

Canva is a great option for building a visually stunning business plan that can be used as a pitch tool. It offers a diverse array of templates built by their in-house team and the larger creative community, meaning the number of options constantly grows.

You will need to verify that the information in the template you choose matches the standard structure of a traditional business plan. 

You should do this with any template, but it’s especially important with any tool that accepts community submissions. While they are likely reviewed and approved, there may still be errors.

Remember, you can only edit these templates within Canva. Luckily, you only need a free subscription, and you may just miss out on some of the visual assets being used. 

To get the most value, it may be best to create a more traditional planning document and transfer that information into Canva. 

Explore: Canva’s business plan gallery

6. ClickUp — The collaborative template

Out of all the project management tools that offer free business plan templates, ClickUp’s is the most approachable.

Rather than throwing you into all the features and expecting you to figure it out—ClickUp provides a thorough startup guide with resource links, images, and videos explaining how to write a plan using the tool. 

There’s also a completed sample plan (structured like an expanded one-page plan) for you to reference and see how the more traditional document can connect to the product management features. You can set goals, target dates, leave comments, and even assign tasks to someone else on your team. 

These features are limited to the ClickUp platform and will not be useful for everyone. They will likely get in the way of writing a plan you can easily share with lenders or investors. 

But this is a great option if you’re looking for a template that makes internal collaboration more fluid and keeps all your information in one place.

Sign Up: Get a free trial of ClickUp and explore their template library

7. Smartsheet — A wide variety of templates

I’m including Smartsheet’s library of templates on this list because of the sheer number of options they provide. 

They have a simple business plan template, a one-page plan, a fill-in-the-blank template, a plan outline, a plan grading rubric, and even an Excel-built project plan. All are perfectly usable and vary in visual style, depth of instructions, and the available format.

Honestly, the only drawback (which is also the core benefit) is that the amount of templates can be overwhelming. If you’re already uncertain which plan option is right for you, the lengthy list they provide may not provide much clarity.

At the same time, it can be a great resource if you want a one-stop shop to view multiple plan types.

Explore: Smartsheet’s business plan template library  

8. ReferralRock affiliate marketing business plan

I’m adding ReferralRock’s template to this list due to its specificity. 

It’s not your standard business plan template. The plan is tailored with specific sections and guidance around launching an affiliate marketing business. 

Most of the template is dedicated to defining how to choose affiliates, set commissions, create legal agreements, and track performance.

So, if you plan on starting an affiliate marketing business or program, this template will provide more specific guidance. Just know that you will likely need to reference additional resources when writing the non-industry sections of your plan.

Download: ReferralRock affiliate marketing business plan template

Does it matter what business plan template you use?

The short answer is no. As long as the structure is correct, it saves you time, and it helps you write your business plan , then any template will work. 

What it ultimately comes down to, is what sort of value you hope to get from the template. 

• Do you need more guidance? 
• A simple way to structure your plan? 
• An option that works with a specific tool?
• A way to make your plan more visually interesting?

Hopefully, this list has helped you hone in on an option that meets one (or several) of these needs. Still, it may be worth downloading a few of these templates to determine the right fit. 

And really, what matters most is that you spend time writing a business plan . It will help you avoid early mistakes, determine if you have a viable business, and fully consider what it will take to get up and running. 

If you need additional guidance, check out our library of planning resources . We cover everything from plan formats , to how to write a business plan, and even how to use it as a management tool . 

If you don’t want to waste time researching other templates, you can download our one-page or traditional business plan template and jump right into the planning process.

See why 1.2 million entrepreneurs have written their business plans with LivePlan

Kody Wirth is a content writer and SEO specialist for Palo Alto Software—the creator's of Bplans and LivePlan. He has 3+ years experience covering small business topics and runs a part-time content writing service in his spare time.

Table of Contents

• Qualities of a good template
• ReferralRock
• Does the template matter?

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What is PandaDoc? A Comprehensive Guide(2024)

PandaDoc is a versatile document management platform that helps businesses streamline their document workflows, increase productivity, and enhance collaboration.

In this guide, we’ll delve into what PandaDoc is, the types of businesses it’s suitable for, its features in detail, its pros and cons, and its pricing structure.

What is PandaDoc?

PandaDoc is an all-in-one document automation and eSignature platform that empowers businesses to create, send, track, and sign documents digitally.

It simplifies the entire document lifecycle, making it easier to create, collaborate on, and manage various types of documents, such as contracts, proposals, quotes, and more.

PandaDoc provides a centralized platform where teams can work together to streamline document workflows, reducing errors, speeding up processes, and ultimately improving customer interactions.

Related: PandaDoc vs DocuSign: A Quick Breakdown

Types of Businesses PandaDoc is Good For

The versatile platform is suitable for a wide range of businesses across various industries. Here are some types of businesses that can benefit from the platform:

Sales Teams

PandaDoc is particularly well-suited for sales teams . Sales professionals can use it to create and send sales proposals, quotes, and contracts efficiently.

The eSignature feature simplifies the closing of deals, reducing the time it takes to get contracts signed.

Marketing Agencies

Marketing agencies can use it to create and manage client contracts, project proposals , and marketing collateral. The platform’s collaboration features make it easy for teams to work on creative documents together.

Legal Firms

Law firms and legal professionals can streamline the document review and approval process using PandaDoc. Contracts, agreements, and legal documents can be shared securely with clients for eSignature.

HR and Recruitment

Human resources departments can utilize the platform for creating and managing employment contracts , onboarding documents, and internal HR policies.

The platform’s document tracking helps HR professionals ensure that documents are acknowledged and signed.

Real Estate Agencies

Real estate agents can benefit from PandaDoc by creating and managing property listings, rental agreements, and purchase contracts . The eSignature feature is invaluable for finalizing real estate transactions.

Financial Services

Financial advisors, insurance agents, and financial institutions can use PandaDoc to streamline the process of creating and signing financial documents , including contracts and disclosure forms.

Freelancers and Small Businesses

Freelancers and small business owners can use PandaDoc to create professional-looking proposals , contracts , and invoices. This helps them present a more polished image to clients and streamlines payment processes.

These are just a few examples of the types of businesses that can benefit from PandaDoc. Essentially, any organization that deals with documents on a regular basis can leverage PandaDoc to simplify their document workflows.

PandaDoc Features in Detail

PandaDoc offers a wide range of features designed to streamline document workflows and enhance collaboration. Let’s explore these features in detail:

1. Document Creation

• Template Library : PandaDoc provides a library of customizable templates for various document types. Users can select templates and populate them with content, saving time and ensuring consistency.
• Content Library : Store frequently used text, images, and other content in the content library for quick access and reuse in documents.
• Rich Media : Incorporate rich media elements like videos, images, and interactive pricing tables into documents to make them more engaging.

2. Collaboration

• Real-Time Collaboration : Multiple team members can work on the same document simultaneously, making it easy to collaborate on complex documents.
• Commenting and Markup : Users can leave comments and annotations on documents for feedback and clarification.
• Version Control : Keep track of document versions to avoid confusion and ensure that the latest changes are incorporated.

3. eSignatures

• Legally Binding eSignatures : PandaDoc’s eSignature feature complies with eSignature laws and regulations, making signed documents legally binding.
• Sequential and Parallel Signing : Define the order in which recipients should sign a document, or allow multiple parties to sign in parallel for faster processing.
• Audit Trails : Maintain a detailed record of document actions and changes, providing transparency and accountability.

4. Document Tracking

• Document Analytics : Monitor document status in real-time, including who has viewed, signed, or interacted with a document.
• Custom Notifications : Receive notifications when recipients open, view, or sign a document, allowing for timely follow-ups.
• Reminders : Send automated reminders to recipients who haven’t taken action on a document.

5. Payment Collection

• Payment Integration : Integrate payment gateways to collect payments directly within documents, such as invoices or order forms.
• Automatic Payment Reminders : Set up automated payment reminders to ensure that invoices are paid on time.
• Recurring Payments : Facilitate recurring payments for subscription-based services.

6. Document Security

• Access Control : Define who can access and edit documents, ensuring that sensitive information is protected.
• Encryption : Documents are stored and transmitted using encryption protocols to safeguard data.
• Authentication : Implement multi-factor authentication to enhance document security.

7. Integrations

• CRM Integration : Connect PandaDoc to popular CRM platforms like Salesforce, HubSpot , and Pipedrive for seamless document management within your CRM.
• Payment Gateway Integration : Integrate with payment gateways like PayPal and Stripe to streamline payment collection.
• Cloud Storage Integration : Link to cloud storage services like Google Drive and Dropbox for easy document storage and retrieval.

8. Reporting and Analytics

• Document Performance Metrics : Gain insights into document engagement, helping you refine your document strategies.
• User Activity Tracking : Monitor team members’ document activities and performance.

9. Mobile Accessibility

• Mobile Apps : PandaDoc offers mobile apps for iOS and Android, allowing users to create, edit, and sign documents on the go.
• Responsive Design : Documents created in PandaDoc are responsive and can be easily viewed and interacted with on mobile devices.

Pros and Cons of PandaDoc

• Efficiency : PandaDoc significantly reduces the time it takes to create, send, and sign documents, resulting in faster deal closures and improved productivity.
• Streamlined Collaboration : Real-time collaboration and commenting features make it easy for teams to work together on documents, reducing errors and misunderstandings.
• Enhanced Security : PandaDoc offers robust security features, including access control, encryption, and authentication, to protect sensitive documents.
• eSignature Compliance : The eSignature feature complies with various eSignature laws and regulations, ensuring the legality of signed documents.
• Integration Options : PandaDoc integrates seamlessly with popular CRM, payment, and cloud storage platforms, enhancing its versatility.
• Analytics and Reporting : The platform provides valuable insights into document engagement and user activity, helping businesses make data-driven decisions.
• Mobile Accessibility : Mobile apps and responsive design make PandaDoc accessible from anywhere, facilitating on-the-go document management.
• Payment Collection : The ability to collect payments within documents simplifies financial transactions for businesses.
• Pricing Complexity : PandaDoc’s pricing structure can be complex, and costs can add up quickly if you require advanced features or have a large team.
• Learning Curve : Some users may find it challenging to fully utilize all of PandaDoc’s features, especially when first getting started.
• Limited Free Plan : The free plan has limitations on document uploads and storage, making it less suitable for businesses with high document volumes.
• Dependency on Internet Connection : PandaDoc operates online, so a stable internet connection is required for seamless use.
• Customization Limitations : While PandaDoc offers customization options, highly specialized or complex document formatting may be limited.

PandaDoc offers a range of pricing plans to cater to the needs of different businesses.

• Cost : 14-Day Free Trail
• Basic document creation and editing
• Access to a limited number of templates
• eSignature capability for one user
• Limited document storage and sending
• PandaDoc branding on documents

Try PandaDoc for Free

Essentials Plan

• Cost : Starting at $19 per user per month (billed annually)
• Unlimited document creation and editing
• Access to a broader template library
• Document tracking and analytics
• Custom branding on documents

Business Plan

• Cost : Starting at $49 per user per month (billed annually)
• All features from the Essentials plan
• Team collaboration tools
• Multiple users with eSignature capability
• Workflow automation
• Payment collection within documents

Enterprise Plan

• Cost : Custom pricing
• Tailored to the needs of larger organizations
• Includes advanced security features
• Integration with CRM and other systems
• Dedicated account management and support

Try PandaDoc

PandaDoc is a digital document management platform designed to streamline the process of creating, sending, and signing documents online. It offers solutions for proposals, contracts, quotes, e-signatures, and workflow automation, aiming to help businesses reduce paper usage and increase efficiency in document handling.

Who can benefit from using PandaDoc?

PandaDoc is beneficial for businesses of all sizes, across various industries, including sales, marketing, HR, legal, and finance. It is particularly useful for organizations looking to improve their document workflow, enhance collaboration, and accelerate the signing process, thereby closing deals faster.

Can I integrate PandaDoc with other software applications?

Yes, PandaDoc offers integrations with a wide range of CRM, payment, cloud storage, and productivity tools, including Salesforce, HubSpot, Zapier, Stripe, Google Drive, and Dropbox. These integrations enable users to streamline their workflows and manage documents without leaving their preferred platforms.

Is PandaDoc easy to use for people without technical skills?

PandaDoc is designed with a user-friendly interface, making it accessible for users with varying levels of technical skills. It provides templates, a drag-and-drop editor, and straightforward tools for creating and managing documents, ensuring a smooth user experience.

How does the e-signature feature work in PandaDoc?

The e-signature feature in PandaDoc allows recipients to legally sign documents online from any device. Signatures are ESIGN and UETA compliant, making them legally binding. The process is simple: users can add signature fields to documents, which recipients can then sign with a click or tap.

Can I customize documents in PandaDoc?

Yes, PandaDoc allows extensive customization of documents. Users can create custom templates, incorporate branding elements like logos and colors, and use a flexible document editor to tailor documents to their specific needs.

How does PandaDoc contribute to environmental sustainability?

By facilitating electronic document management and signing, PandaDoc helps reduce the need for paper, ink, and physical document storage, contributing to environmental sustainability. The digital nature of the platform decreases the carbon footprint associated with traditional document processing and mailing.

Final Thoughts

PandaDoc is a powerful document automation and eSignature platform that can transform the way businesses handle documents.

With features like document creation, collaboration, eSignatures, payment collection, and robust security, PandaDoc offers a comprehensive solution for businesses of all sizes and across various industries.

While it comes with pros such as increased efficiency and enhanced collaboration, users should be aware of the pricing structure and the potential learning curve.

Whether you’re a sales professional looking to close deals faster, a marketing agency aiming to streamline client communications, or a legal firm in need of secure eSignature solutions, PandaDoc can help simplify your document workflows and improve your overall document management process.

To determine the best plan for your business, it’s essential to evaluate your specific needs, budget, and the scale of document management required.

With the right implementation, PandaDoc can be a valuable asset in enhancing your document management efficiency and driving business success.

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PandaDoc Review

Table of Contents

How we tested the software, pricing and sign-up process, proposal creation capabilities, team collaboration.

• The client experience

Tracking client interaction

Integrations and payments, support and security, overall review.

PandaDoc is an online proposal management tool that is a leader in the category. The sleek, effective platform that can cut hours off of proposal development. It has strong proposal creation and tracking features built for multi-person sales teams who send a significant volume of proposals. The sole focus on proposals creates unique benefits and challenges:

• User-friendly interface and content library that allows for proposals to be quickly prepared and updated.
• Strong client proposal interaction tracking and communication features.
• Diverse integrations and payment options to support connectivity to existing systems.
• Time investment in developing company-specific proposals. While the PandaDoc templates are beautiful, they must be tailored to your typical client.
• Limited other business services. Companies looking for an all-in-one platform to manage clients, appointments, and other management will find it challenging. 

PandaDoc paid plans start at $25 per month for the Essentials Plan. You can test out the platform with a 14-day trial of the Business Plan.

We understand the importance of getting proposals right , and so we did a deep dive into PandaDoc in our review of proposal creation tools. This article will examine PandaDoc’s proposal creation capabilities, client engagement services, and other key features so you can determine if PandaDoc is the right fit.

This proposal software review assesses proposal preparation capabilities. Each tool was tested through the company’s free trial offering. New and template-based proposals were built and tested using various design tools and libraries. We tested collaboration capabilities, client experience, tech support, and other features to assess the ease of use, professionalism, and flexibility.

These reviews do not assess other aspects of the software in this category. For some tools, proposal development is just one feature. Platforms may include a range of services such as customer relationship management (CRM), project management, expense tracking, or appointment calendars. These other services may be an essential consideration for your company, but we have focused solely on proposal creation to maintain a direct comparison. 

There are four pricing plans available, and all levels allow an unlimited number of proposals.

Pandadoc offers a handy service called Free eSign that allows users to send proposals to be signed electronically. Payments can also be collected by credit card, PayPal, or ACH. This limited service may provide all the electronic processing needed for some solopreneurs.

The Essentials Plan is intended for smaller companies or teams looking to create proposals with tracking capabilities but who do not use a CRM system. This service costs $25/month per user or $19/month per user if billed annually.

The Business Plan would fit larger teams that need CRM integration. This plan connects to a wide range of CRM services, except Salesforce. This plan costs $59/month per user or $49/month per user if billed annually.

The Enterprise is intended for larger companies with various departments or brands, which can each be separated into their own Workspace. This plan includes Salesforce integration as well as user role management. Pricing for this plan is arranged through PandaDoc’s sales team based on the range of users, features, and services needed.

Signing up for PandaDoc is very straightforward. The registration form asks a handful of questions on contact and company information. The free trial offers 14 days of the Business Plan, and no credit card is required.

Proposals can be developed from scratch or a pre-designed template. PandaDoc offers over 450 templates, so you’ll likely be able to find one that is a suitable base for your document. Each boilerplate has some variation in the organization of the sections, and unique design.

Templates are highly useful but must be prepared carefully. The content and its order were not prepared with your exact client in mind. Whether starting fresh or from a PandaDoc design, a strong understanding of your client and their priorities is required. For example, some clients want a cover letter or executive summary introducing a lengthy bid, while others want only a couple of key sections and no other details. Be careful not to rely on beautiful designs alone, and build a tailored, persuasive document .  

PandaDoc offers automation that makes new proposal development quick and easy. You do not need to type client information into the proposal. Instead, a ‘Variable’ is set for names, addresses, and other contact information. When the client is added to a document, this information is automatically populated in each Variable. Another key automation is the ability to pull commonly reused sections, text, or costs into a proposal. Text, pages, images, or other content can be saved into the ‘Content Library,’ whereas pricing, items, and discounts can be held in the ‘Catalog.’ Then, the content can be added to a draft proposal with two clicks. 

This automation can save hours or days in proposal preparation and review time. However, this efficiency is only achieved once the appropriate templates, the Content Library, and the Catalog items have been determined, designed, and saved on the platform. This process will take you and your team a fair bit of time. This time must be put in at the beginning of the process to ensure that the right content can be reused, and all the content aligns with your brand and messaging. However, this time investment will be recouped once the first few proposals have been closed through the platform. 

The design panel in the Proposal editing page has an accessible interface with a smooth drag and drop system to add design elements. These are divided into set ‘Blocks’ (images, text, tables) and client-editable ‘Fields’ (drop-down menus, dates, and signatures). This panel allows for quick additions and edits that look great. It also has advanced settings that allow for items like margin and padding to be adjusted. There are a variety of thoughtful design features, such as a ‘Merge with page above’ button that nicely moves all the content from two pages onto one with one click.

PandaDoc enables multiple users to collaborate on proposals, which aligns with the per-user pricing scheme. Colleagues can be easily invited by email to edit or have other signing responsibilities in a submission. Plus, there is a useful ‘Version History’ view to check modifications by person and time.

The best collaboration tools, however, are only available in the Enterprise Plan. Workspaces to separate the account by brand or department are available in this top plan. ‘Roles Management,’ with its four predefined user types, is also only available for Enterprise users. These pre-set roles reduce the flexibility of permissions for any one user, unlike some other platforms. However, one user can be part of multiple workspaces, and their role can be set by workspace, enabling a bit more tailoring. 

The client experience  

Clients, the most important audience,  receive a sleek, professional proposal. The proposal can be sent through PandaDoc’s email system, or you can use a unique link to paste into your corporate email. If a client prefers a PDF or print copy, the downloadable document maintains all the beautiful formatting.

When received electronically, the client can quickly skim through the whole document, but PandaDoc indicates how many places the client needs to complete with a handy ‘Jump-to’ button. Clients may be required to fill in only the signature and date fields, or they can have the ability to adjust the number of items and select add-on products. Clients can also leave comments or questions in a chat box next to the proposal, allowing for rapid replies from your sales team. Proposal navigation could be improved with a table of contents or a navigation bar, as there is no easy way to click back and forth between specific sections. 

Proposal status is tracked in the Dashboard overview. In the Business and Enterprise plans, each proposal moves through a series of lifecycle stages: draft, for approval, sent, viewed, completed, expired, waiting for payment, paid, declined. These stages can be customized based on your company’s typical workflow. This overview is handy to see the number of outstanding proposals, quickly find-out where follow-up is needed, and move successful offers forward. By clicking on each stage, you see a list of the proposals, the owner, the approvers, and the contract value . 

PandaDoc offers instructive viewing statistics. Once sent to a client, the Proposal view will show ‘Recipient’s analytics,’ indicating the number of views, total view time, and the time spent on each page. These statistics provide valuable insight into the most important sections to the client, which can inform the present and future sales. 

PandaDoc offers both an iOS and Android app to allow for easy mobile access. There are also over 25 integrations with a variety of business tools starting at the Business Plan. The software connects to Zapier, enabling a wide range of other automation and connectivity to apps like Slack, FreshBooks New, and Microsoft OneDrive. There are a variety of CRM integrations, including Salesforce (with Enterprise Plan), HubSpot, Pipedrive, Zoho, Copper, among others. 

Client payments can be processed and tracked through PandaDoc using a range of tools. Stripe, PayPal, Authorize.net, Square, and Quickbooks Payments can all be integrated, enabling the system to manage invoices as well. Credit card, bank transfer, Automatic Clearing House (ACH) payments, and various other payment methods can be accepted through one of these integrations. 

All paid plans come with 24/7 tech support via live chat and email. We submitted questions through the live chat, and they were replied to quickly. The support answers were helpful, including a guiding screenshot, a reference article, or both. 

PandaDoc encrypts their data in transit and during storage and is stored in a SOC, FISMA, and PCI DSS Level 1 compliant cloud. The organization is SOC 2 Type 2 compliant, meaning that their data safeguarding processes have been independently audited. 

PandaDoc platform is honed to quickly produce sleek proposals, move them through the sales process, and better understand how clients interact with proposals. This focus is beneficial because the tool is intuitive and includes a range of tools and features that make proposal development a breeze. However, the focus comes at the detriment of other business services that are limited to integrations or require separate programs. 

The drag-and-drop interface for building proposals is straightforward to use, whether building on your own or from a PandaDoc template. However, setting up the first few proposals will take a fair bit of time. While the existing templates are valuable, the version with the right aesthetic might not include the proper sections or a suitable flow for your typical client. For example, some templates do not include a cover letter, and others place the project summary mid-way through the document. PandaDoc makes it easy to adjust the proposal, but you will still need to invest the time to understand your client and design a persuasive bid. This time requirement is not unique to PandaDoc, as it is common in similar software platforms.

The client experience is smooth and effective. The range of payment options means that your preferred invoicing tool could be easily integrated into the proposals for smoother payment management. 

PandaDoc offers strong pricing options. Unlimited proposals with every plan and 24/7 tech support with all paid plans are valuable offerings. Their Free eSign plan that allows for unlimited documents, e-signatures, and payment processing may be sufficient for some small businesses that need basic proposal management as they grow. The three paid plans offer fairly standard options with increasing CRM services. Role management is only available at the Enterprise level, which might be limiting to a smaller company looking to control user access within the platform. 

Overall, PandaDoc is a thoughtfully designed, user-friendly proposal creation software. CRM and collaboration preferences may determine if this software is a fit for your company.

Medium- to large-sized companies that see a high proposal volume and are looking to invest in a proposal software to take advantage of higher levels of the software. Integrations and collaboration management seem to be most cost-effective at the Business and Enterprise level.

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PandaDoc vs DocuSign: which is best?

Businesses are finally departing from wet ink signatures and physical documents. But what are they moving on to? Well, there are plenty of contract tools on the market that make electronic signing simple. So which tools are best? 

In this deep-dive we’ll be comparing two of the larger players, DocuSign vs PandaDoc, across nine different categories:

• Feature set 
• Ease of use
• Customization
• Integrations
• Device accessibility
• Customer support

To do this, we’ve compiled data from an independent review site, G2 where thousands of users of the two platforms have had their say. We’ve also reviewed each platform’s pricing plans and vendor packages to discover which tool is best for you.

While both PandaDoc and DocuSign are great solutions for eSigning, neither provide the full set of features legal and business teams need to manage contracts as they scale. Only all-in-one contract tools like Juro can streamline the entire contract process from end to end. 

Juro is the #1-rated contract platform for ease of setup and quality of support, according to independent reviews - and its all-in-one contract automation platform includes secure, native eSignature as standard. Hit the button below to find out more, or read on to learn more about the features of PandaDoc and DocuSign. 

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What is PandaDoc?

PandaDoc is a cloud-based proposal management tool that was founded in 2013. PandaDoc users can create, sign and manage sales agreements using the platform. This makes it an effective tool for sales teams that want to streamline the creation of sales proposals and other collateral. But more on that later.

What is DocuSign?

DocuSign is one of the most reputable electronic signature tools on the market. It enables users to quickly upload and send contracts out for signing using any device.

Unlike its sister tool, DocuSign CLM , DocuSign is not designed to cover the entire contract workflow, only the signing process. This is interesting since it means there are some stark differences between the two contract tools . 

Now that we’ve been briefly introduced to the two platforms, it’s time to dive into the details, starting with their features. 

PandaDoc vs DocuSign: which is the best option?

✍️ features  .

One of the biggest differences between PandaDoc vs DocuSign is the feature gap between the two platforms. While DocuSign’s electronic signature tool focuses on providing a great signing experience, PandaDoc offers a wider range of features.

While DocuSign and other eSignature providers (like HelloSign , SignRequest and Adobe Sign ) expect users to build their contracts and sales documents in external editors like Word, PandaDoc has a native document editor. This means that, similar to how contracts are built in Juro, users can generate contracts using templates and drag and drop fields. 

PandaDoc’s content library is yet another feature that DocuSign is missing, as well as post-signature contract tracking functionality. 

However, many of the features that PandaDoc users do rave about are locked behind more expensive plans. Multiple independent reviews on G2 describe how the content library, for example, falls out of their budget range. 

This means that while PandaDoc’s feature range is expansive, many of these remain inaccessible to legal and business teams in smaller businesses.

But DocuSign isn’t necessarily better, as various independent reviews from G2 suggest that DocuSign users are missing broader contract management features. This is unsurprising since DocuSign is an electronic signature tool, not an all-in-one contract management system . 

PandaDoc reviews

“A step ahead from Docusign in terms of collaboration and document creation”

“I am a convert from DocuSign! (And I loved Docusign!) What I appreciate about PandaDoc is that there is a content library”

“I want to unlock some of the other features, but if I want to use some of the add-on features such as the content library, I need to upgrade my subscription”

DocuSign reviews 

“DocuSign delivers on its promises. It offers a user-friendly interface and better features”

“Would like more document/contract management features”

“It doesn't allow for collaboration or to build a contract”

PandaDoc vs DocuSign: which tool has the best features?

As far as features are concerned, both PandaDoc and DocuSign have a great set. 

However, if you’re seeking a more comprehensive contract tool that helps to manage and streamline your entire contract lifecycle, DocuSign’s features won’t be enough. Instead, you’ll want an all-in-one contract automation tool like Juro, or even PandaDoc if your main focus is managing sales proposals. 

👍 Ease of use 

Both PandaDoc and DocuSign are relatively easy to use. Both platforms have a user-friendly interface and can be used to manage simple workflows. DocuSign and PandaDoc have also both been praised for speeding up an otherwise manual and time-consuming process. 

However, some aspects of PandaDoc are slightly more confusing and less intuitive, according to G2 reviews. For example, some users have described how certain features are buried within the platform and hard to find, like formatting options. 

Independent reviews have also suggested that formatting within the platform isn’t as straightforward as they would like. This is problematic since, as the review below explains, it can be time-consuming to resolve these problems. 

This isn’t ideal for businesses that want to create beautifully formatted contracts with ease, which other tools like Juro enable them to do. 

PandaDoc reviews 

“So easy to use, it doesn't take me long to create documents I need e-signed”

“The boxes and formatting aren't user friendly. It ends up taking up extra time just to format the contract”

“The form builder is very easy to use”

“The system's smooth operation and intuitive user interface make it easy to use, even for those unfamiliar with technology”

“I like using DocuSign to sign documents online because it's quick and easy”

“DocuSign is easy to use - precisely what you want from this service”

PandaDoc vs DocuSign: which tool is easiest to use?

When comparing PandaDoc vs DocuSign based on ease of use, it’s important to remember that one tool does more than the other. 

DocuSign is naturally easier to use since it performs more simple functions. Meanwhile, PandaDoc’s more advanced features might be slightly harder to use, as they address more complex requirements.

But you shouldn’t have to sacrifice ease of use for functionality. Juro offers all of the features you need to create, review, negotiate, approve, sign and manage contracts, but is still renowned for its ease of use. 

When deciding between DocuSign and PandaDoc, consider which features you need and how easily you need to be able to access these. 

🔒 Security 

Security is important, particularly when managing contracts which contain personal data or highly confidential information. Fortunately, both PandaDocu and DocuSign are secure platforms to sign contracts within.

DocuSign is renowned for its security, and it has plenty of security resources available for customers. They are fully compliant with US, EU and global security standards, as expected. The same is true for PandaDoc, too. 

Neither platform’s customers have expressed privacy or security-related concerns within independent G2 reviews. 

“We chose pandadoc for its ability to collect secure signatures and payment information”

“It also allows me to send out an encrypted contract rather than a non-encrypted pdf attachment to an email and so meets our new digital security requirements”

“It is effective, fast and provides security. It gives clients peace of mind”

“DocuSign has great security features and an impressive integrations feature which makes the program easier to use in multiple capacities”

“From API's to security, you can be confident in DocuSign's ability to achieve whatever your business needs from a documentation perspective”

“Though a steep price is attached, the features and security it offers are worth the investment”

PandaDoc vs DocuSign: which tool is most secure? 

Deciding between DocuSign vs PandaDoc in terms of security is tough. Both platforms offer a secure way to send and sign legal documents - just like Juro. 

🎨 Customization 

According to some independent G2 reviews, PandaDoc has a lot of customization options for proposals and sales contracts. PandaDoc users can format their text, set up personal branding and create cover pages for their documents. This ability to customize documents is perfect for businesses that want to add a personal touch to their contracts. 

However, other PandaDoc users have also criticized the lack of customization that’s possible within the platform, or how clunky the customization options are. Clearly, PandaDoc offers enough customization for some customers, but not all. 

DocuSign enables its users to edit the colours, logos and buttons on documents to provide a more personalized signing experience. Like PandaDoc, you can also add custom branding to your documents and workflow. 

However, it’s important to remember that DocuSign isn’t a rich-text editor, so you will naturally have fewer opportunities to customize the contents of your contract. 

“Lots of customization options for agreements”

“It does not offer the same level of advanced document editing or customization flexibility as Microsoft Word or Google Docs”

“The customization of things is a bit clunky at times”

“The only frustrating thing here was just the customization of appearance. I had some difficulty matching the appearance of forms with our brand appearance”

“I like that I can so easily customize the fields I am sending over to my prospects”

“The most helpful feature is the level of control, you can customize most aspects of the process and create templates to reuse for your most common documents”

PandaDoc vs DocuSign: which tool is more customizable? 

DocuSign has many of the same customization features as other eSignature tools like Adobe Sign and Adobe Sign alternatives . 

However, as we discussed in our comparison of DocuSign and Adobe Sign , DocuSign users will pay slightly more for the full customization features than users of most other eSignature tools. This is because they are slightly more advanced. 

However, since PandaDoc has a text editor like Juro, it’s naturally better for editing contracts and customizing contracts than DocuSign. This is because the platform seeks to deliver value at all stages of the contract lifecycle , rather than just at the signing phase.  

But what works best for you will depend on your specific needs. If you’re only looking to customize the signing workflow, DocuSign could be a great choice.

However, if you want to have greater control over contract customization in the pre-signature stages of the contract workflow, an end-to-end contract solution will be most suitable. 

For example, tools like Juro provide a friction-free and user-friendly way to customize your contracts, with drag and drop smartfields, and an editor designed specifically for contracts. 

🔗 Integrations 

When it comes to integrations, PandaDoc has a large variety to choose from. PandaDoc integrates with Slack, Monday.com, Zoom, Google Workspace, Microsoft Teams, Microsoft Word, Canva, Pipedrive, Hubspot and plenty more. This makes it a great option for businesses that want to manage contracts in the platforms they love. 

However, it seems that the PandaDoc integrations aren’t all perfect, as some independent G2 reviews of the platform say that the integrations haven’t been as smooth as they would like, or that the data can be pulled in incorrectly sometimes. 

Multiple independent reviews of PandaDoc have also mentioned that they’re put off by the price of the integrations, as it increases considerably when you add them on. 

When it comes to DocuSign, users have a good variety of integrations to choose from, including but not limited to Zoom, Salesforce, Oracle, Microsoft, Workday and Apple. However, many of these integrations are locked behind the more expensive ‘Business Pro’ plan that DocuSign offers. 

However, like PandaDoc users, DocuSign users have also expressed that there can sometimes be issues with the integrations available. This means that both platforms are fairly even when it comes to integrations. 

“Pandadoc offers a lot integrations with other tools, and the Google Workspace tools”

“I dislike that you have to pay a significant amount more to have access to the automation integrations”

“Sometimes the integrations don't do so well in pulling information from certain software. This can get annoying from time to time as it takes more time to do everything manually”

“This platform supports integration with all customer management systems”

“The integration of DocuSign with company proprietary and other supported systems/software is best in class”

“Sometimes the integration between Salesforce and DocuSign isn't clear and can occasionally cause problems”

PandaDoc vs DocuSign: which tool has the best integrations? 

As discussed previously, when it comes to integrations, PandaDoc and DocuSign are fairly even. They have a wide range of integrations, but users do occasionally experience problems with these. 

What’s most important is to decide exactly which integrations matter most to your business. Both integrate with a large number of other software solutions, but this isn’t helpful if they don’t integrate with the ones you use. 

We recommend understanding which tools you’d benefit most from integrating with PandaDoc or DocuSign and then assessing which tool serves these best.

📱 Device accessibility

Both PandaDoc and DocuSign can be accessed using various different devices, including mobile. This is a huge advantage for both platforms since it enables customers and their counterparties to view and sign contracts using their phones. 

According to independent reviews of DocuSign on G2, users find the mobile signing experience to be a positive one. It’s described as ‘easy to use’ and is a great way to get contract signed quickly . This is great because many DocuSign alternatives don’t offer the same frictionless experience on mobile devices. 

PandaDoc’s mobile version of the tool has also been praised in independent reviews for making the process easier and more convenient.

However, a few customers have expressed that the mobile version of the tool could use a lot of improvements as it’s difficult to edit contracts on mobile and is often slow to use. 

“I can close multiple deals with just a mobile device”

“Customers can receive documents on the go and respond directly from their mobile device”

“I can access the system from any device (Mac, PC, phone, or tablet) and even create proposals while sitting with the customer”

“Clients are easily able to view the envelope, see where they are to sign, and sign from their phone (or any mobile device)”

“The mobile app could use a lot of improvements - I can't edit everything to the extent needed when on a mobile device”

“It’s impressive that I can sign documents anywhere and on any device, including my phone”

PandaDoc vs DocuSign: which tool is more accessible on different devices? 

Based on independent reviews, it would be fair to say that DocuSign provides a better experience for users on different devices. This is because PandaDoc’s mobile version can be slow and lacks many of the features available on desktop. 

DocuSign’s personal plans for individuals start from $10 per month and enable users to send five documents out for signing each month, with access to basic reports and workflows. 

Their standard plan starts from $25 per user per month and is designed for small to medium teams. This provides the basic functionality required to send and sign contracts. It also includes access to Dropbox and Google Drive integrations, too. 

Their business pro plan is where most of the more advanced features live. This starts from $40 per user per month and includes access to more integrations, customized branding, payment collection, and more. 

Meanwhile, PandaDoc’s cheapest plan is its free plan. Under this plan, users can upload as many documents as they’d like and send all of these out for eSigning. However, this version doesn’t offer much else. 

PandaDoc’s second most affordable plan is their essentials plan which starts from $19 per user per month. Unlike the free plan, this also includes pricing tables, templates, and document analytics. However, many of the best features are still excluded. 

PandaDoc’s most popular plan is its business plan, which starts at $49 per user per month. It offers everything in the other plans but also includes access to the content library, custom branding, approval workflows , and some integrations. 

Lastly, they have an enterprise plan which includes access to the Salesforce integration and much more. This doesn’t have a set price as companies will need to enquire about the price for this plan. 

“The price point for the next level up subscription is a bit high for me”

“The price is much more feasible for our small non-profit than competitors”

“To be honest, the only thing I don't like is the price. If it were more affordable, I would have user access set up for every salesperson”

“I think they should bring a more fair pricing plan for those who need to sign or collect signatures occasionally”

“It is very expensive for companies. They should review their pricing because it's way too much”

PandaDoc vs DocuSign: which tool is the cheapest? 

Both PandaDoc and DocuSign have fairly similar pricing models. 

However, PandaDoc offers a free platform to send an unlimited number of contracts out for signing, which DocuSign does not. This means that PandaDoc’s free plan is the most affordable for those that just want to sign contracts and do nothing more. 

However, PandaDoc’s paid plans are slightly more expensive than those offered by DocuSign. This does make sense when you consider that PandaDoc does more than just enable users to electronically sign and send documents. 

What’s cheapest will depend on exactly what you need the tool to do, as many features are locked behind more expensive plans for both platforms.

💬 Customer support 

According to both PandaDoc and DocuSign reviews on G2, users have a mixed bag of experiences. While some users praise the quality and speed of the support they receive, others appear extremely disappointed with it. 

The best way to compare them, therefore, is based on the platforms they provide their customer support through. 

Both platforms offer a wide range of resources to help users with the platform. This includes video content and live training. Both platforms also offer customer support via email and through the online chat option. However, PandaDoc doesn’t offer the support over the phone, which DocuSign does.

“No phone support, only expert advice or through chat, but it works”

“Their customer service is abysmal. Once you are a customer, forget customer support responses to anything”

“Their chat support is excellent; prompt response and thorough solutions”

“Customer Service is not good at all. Representatives are not knowledgeable and all they seem to care is about selling the membership or upgrading it”

“The customer support is not good at all, at least for the time I was using it”

“The customer service team has been extremely helpful in resolving any problems we have encountered”

PandaDoc vs DocuSign: which tool has the best customer support?

As we’ve just seen, both PandaDoc and DocuSign have been praised and criticized for their customer support.

Both platforms provide support to their customers over email and through online chats, but only DocuSign offers customer support over the phone. This makes DocuSign the better option for businesses that want to receive this level of support. 

Juro, by comparison, offers access to customer support managers and provides support over the phone. This means Juro consistently outperforms its competitors for quality of support on review sites like G2 and Capterra . 

PandaDoc vs DocuSign: What’s best for your business overall?

Both PandaDoc and DocuSign are great platforms, but they are also different platforms with different features. When deciding between PandaDoc and DocuSign, it’s important to consider a few different things. 

For example, consider whether you want to create and manage contracts, or just sign them. If you’re just looking for a basic eSignature solution, DocuSign can be great. However, if you’re seeking a more rounded solution, a tool like Juro or PandaDoc could suit you best. 

You might also want to consider which integrations will benefit you most. Both PandaDoc and DocuSign offer a variety of integrations, but are they ones you actually need? And if they are, are they locked behind more expensive plans with certain providers? 

It’s also worth considering what types of documents you’ll be managing and what you need to do with them. If you’re managing sales proposals from start to finish, PandaDoc is a fantastic choice.

If you’re a large business signing all types of documents, DocuSign works well. However, if you’re looking for a better way to manage legal agreements and business contracts, Juro will be your best bet. 

All of this is important to consider when selecting the best tool for your business. 

Want to do more than just sign PDFs?

Juro’s all-in-one contract automation tool that enables your team to streamline the creation, execution and management of legal contracts at scale. If this sounds like something you’re interested in, fill in the form below to hear back from a member of our team. 

Frequently asked questions

Is pandadoc the same as docusign.

While PandaDoc and DocuSign both offer basic eSignature functionality, PandaDoc is not the same as DocuSign. PandaDoc offers a wide range of the features required to manage documents as well as signing them. DocuSign does not.

Does Pandadoc integrate with DocuSign?

It is possible to integrate PandaDoc with DocuSign through Zapier.

Are PandaDoc's signatures legally binding?

Yes, PandaDoc's electronic signatures are legally binding, just like those offered by most DocuSign alternatives.

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PandaDoc Pricing Packages: How Much Do the Subscription Plans Cost?

Restrictions on face-to-face communications caused by the pandemic have forced businesses to rethink their workflows. One such change is the shift to using digital platforms instead of managing paperwork on-site. Document management software like PandaDoc offers the convenience of not only keeping tabs on paperwork but also collecting legally binding digital signatures on the cloud, eliminating the need for signing documents in person.

In this PandaDoc pricing article, get to know the different plans that you can get and the features included in each one. This will help you determine the plan best suited to your organization. In addition, it will give you an idea of common document problems and how PandaDoc can solve them.

PandaDoc Price Plans and Features

Overview of pandadoc, essentials plan, business plan, enterprise plan.

The rise of remote work amidst the pandemic has converted home offices into primary workspaces. In fact, a McKinsey survey gives us a glimpse of the future of remote work. In the survey conducted among office space managers, 36% said they expect workers to increase their time outside physical offices . As a result, office vacancy rates are projected to increase to 20.2% by 2022.

The popularity of remote work means that the usual paper-based office transactions, which require collecting traditional wet signatures, are harder to implement. Moreover, business documents usually undergo an internal review process even before being sent out for signature. This almost always involves coordination among team members. Admittedly, this part of the document management process is more challenging in a remote setting. In fact, 17% of remote workers struggle with collaboration and/or communication, according to Buffer’s State of Remote Work report.

Biggest Remote Work Challenges

Unplugging after work

Collaborating and/or communication

Distractions at home

Being in a different time zone than teammates

Staying motivated

Taking vacation time

Finding reliable Wi-Fi

Source: Buffer, 2019

With these in mind, businesses that regularly send out documents for signatures need to adopt a digital solution to efficiently manage this process. Beyond the e-signature capabilities, the solution must also allow team members to work together on documents in an organized, efficient way.

PandaDoc is a proposal, contract, and document solution that makes it easier for users to generate documents and affix legally binding signatures on them. This solution allows users to manage the whole document generation process, from creation, approval, tracking, and signature.

Users with different roles from diverse industries can use PandaDoc to transform how their business manages documents . It can also be applied in various use cases. Sales teams can use it to decrease the time it takes to close a deal and increase the number of deals they close. Marketing teams can use it to create engaging on-brand documents that lead customers to convert. Various industries from construction to healthcare, to nonprofits, can benefit from the efficiencies of paperless transactions.

Try out PandaDoc with their free trial

PandaDoc helps you cut down on time spent in creating documents. Pre-designed templates and a custom content library can help you craft compelling documents in just a few minutes. It can even be used to create a rich buying experience for customers with customized documents featuring interactive elements. Moreover, you can get insights into the actions that recipients take on your documents. Document workflows allow efficient team collaboration while ensuring compliance during the contract negotiation process.

PandaDoc also has a mobile app for iOS and Android. These allow you to create documents right from your smartphone. You can approve documents for signature, view real-time document analytics, and manage the entire document lifecycle while on the go.

Detailed PandaDoc Review

Key Features of PandaDoc

• Create and send an unlimited amount of documents
• Unlimited document storage
• Sign on all devices
• Signature forwarding
• Document forwarding
• File uploads
• Protected PDFs
• Email notifications
• Automatic email for completed documents
• Auto-expirations
• Dashboard and activity timeline
• Custom folders
• Integrations with Stripe, Authorize.net, Square, PayPal, and Canva

PandaDoc Pricing Packages

The PandaDoc Essentials plan includes all features of the free eSign plan plus, additional features. One of these is access to over 450 templates from the PandaDoc template library. The template library holds a vast array of documents for various business needs. Moreover, the templates feature editable blocks and fields for faster document generation.

This PandaDoc pricing plan includes a drag-and-drop online editor, which allows you to add content blocks to documents. Content blocks are not limited to text. You can add images, videos, tables, attachments, and more for more engaging documents. Pricing tables can even be made into interactive tables. For example, you can include a clickable product image that the recipient can preview. It’s possible to assign editable quantity fields to a recipient. This lets him adjust the quantity of the product and see the total price based on his selection. To close deals faster, you can utilize the document analytics feature. See how many times a recipient has viewed the document, the total time spent on the document, and any links that he or she clicked. For your organization’s internal processes, there is also an audit trail feature that allows you to see what changes have been made to a document. Plus, you get a content library allowing you to share reusable content to use for documents using pre-approved items like case studies, among others.

Moreover, you can also set up approval workflows. You can add approvers within your organization to ensure that the appropriate team members review the document before it is sent out to your customers.

PandaDoc Essentials plan is ideal for users who want to provide prospects and customers with a personalized, engaging way to send proposals and quotes. This is especially useful for sales teams that want to achieve their sales quotas, improve their win rates, and increase the number of deals they create.

The Essentials plan costs $19 per month per user if paid annually. If paid monthly, it costs $35 per month per user.

A standard non-disclosure agreement is one of many templates available in the Essentials plan.

The Business Plan includes all Essentials plan features plus, additional features as well as paid add-on options. With the Business plan, you can make sure that the documents you send out are on-brand by adding your own logo, colors, or email footer text.

You also get the same content library for storing text-based copy like testimonials, case studies, video, and other visual content for marketing purposes . Having these pieces of content readily available lets you create documents faster. The Business plan also offers more integrations than the Essentials plan as you can connect PandaDoc to Zapier and all CRMs except Salesforce CRM.

To extend the functionality of your Business plan, you can sign up for optional add-ons. For instance, you can add the control lock feature to ensure that nobody makes unauthorized changes to your document. Other add-ons include the ability to create self-service forms and send documents in bulk. Salesforce integration also costs extra as an add-on option.

The Business plan would be useful to sales and marketing teams who want to generate compelling customer-facing documents with less time and effort. It helps them quickly and easily create documents tailor-fit to the customer’s needs that align with corporate marketing messages. This plan will be helpful in generating on-brand documents that make your company shine above the competition.

The Business plan costs $49 per month per user if paid annually. On the other hand, it costs $65 per month per user if paid monthly.

You can store video and other content in the content library.

With the Enterprise plan, you get the complete feature set of PandaDoc plus, the option to have add-ons to your plan. Features like single sign-on, custom user roles, and an unlimited number of team workspaces allow large corporations to take full advantage of the plan.

PandaDoc’s single sign-on works with your existing identity provider, such as Okta, OneLogin, Microsoft AD, Google Identity Platform, and more. SSO lets you simplify user login and manage user credentials in a single location. Unlimited workspaces allow you to segregate your content based on teams, departments, groups, or projects. This means team members can work on documents together within their dedicated space.

Another feature unique to this plan is the ability to check activity and content reporting. Activity reporting gives insights into documents completed, revenue generated, and time to close. You also get a leaderboard of both team and individual performance to help you gauge sales success. With content reporting, you can find out which pieces of content in your library are most frequently used. This helps you fine-tune your content marketing strategy based on actual data.

Moreover, only the Enterprise plan gives you access to the PandaDoc API. With it, you can customize PandaDoc to cater to the unique needs of your business. The API will give you the freedom to design the look and feel of your app and customize how it functions within your business.

As its name suggests, the Enterprise plan is best suited to enterprises that require an e-signature and document solution spanning teams, departments, and multiple locations. With this plan, you can unlock the full functionality of PandaDoc and even customize it to suit your needs.

Prices for PandaDoc’s Enterprise plan can be requested on a quotation basis from a sales specialist.

You can give team members from different departments their own workspace.

Which PandaDoc Plan Is Right for You?

PandaDoc’s pricing plans cater to users with diverse document management needs. Even with the free plan, you can create an unlimited amount of documents, create an unlimited amount of e-signatures, plus, enjoy other useful features. If you want more analytics features, interactive document elements, and basic workflow capabilities, the Essentials plan is a good choice.

Meanwhile, the Business plan gives you access to a content library, CRM integration, and more document generation and automation features. With the Enterprise plan, you get single sign-on support, content reporting, unlimited team workspaces, Salesforce integration, and more. In addition, you can expand the capabilities of both Business and Enterprise plans with paid add-ons. If you want to see how this product stacks up with other competitors, check out our comparison of the top document management software of today.

A document management solution like PandaDoc makes e-signature collection a breeze. It also facilitates more efficient team collaboration. Even as workers gradually return to work in person, the solution can still be part of your digital strategy. In sum, any of PandaDoc’s pricing plans can help you save time, money, and effort by switching to a paperless environment.

By Nestor Gilbert

Nestor Gilbert is a senior B2B and SaaS analyst and a core contributor at FinancesOnline for over 5 years. With his experience in software development and extensive knowledge of SaaS management, he writes mostly about emerging B2B technologies and their impact on the current business landscape. However, he also provides in-depth reviews on a wide range of software solutions to help businesses find suitable options for them. Through his work, he aims to help companies develop a more tech-forward approach to their operations and overcome their SaaS-related challenges.

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7 ClientPoint Alternatives for Your Business Proposals

Writing an engaging business proposal goes beyond being creative. You must use technology in your favor so that you can make the most out of what you have in mind.

From the introductory hook to the rest of the proposal, many tools can help you achieve an unbeatable result that will get you more clients without much effort.

ClientPoint is a popular proposal management solution that sales/marketing teams can use. It offers plenty of features that allow people to create customized proposals and get real-time updates on viewing activity and other useful factors.

Even though ClientPoint is already a great proposal writing software for people, it may not be useful for everyone. Some people have unique needs when it comes to features, pricing, or support, especially those working as freelancers. 

Thankfully, there are plenty of ClientPoint alternatives you can consider today. By picking the right proposal software, you’ll be one step closer to success.

Here’s a list of the top seven ClientPoint alternatives for 2024!

Why Consider Alternatives to ClientPoint?

ClientPoint covers most needs when it comes to proposal writing software. Unfortunately, not all people have the same goals when it comes to their business. Some of those specific needs may not be available with this software.

It’s always useful to look for different alternatives so that you cover as many of your goals as possible. If you want to write a great business proposal , there’s a world of tools available out there that will help you with that.

Here are a couple of benefits you get from looking at ClientPoint alternatives:

• More Features: Some people may feel like ClientPoint isn’t enough, and that’s where another software may shine. Other alternatives to ClientPoint may have those niche tools that will make your life much easier.
• Suitable Pricing Models: ClientPoint has a free plan, which is already excellent for freelancers or those on a budget. Of course, if you want more features, you must go for the Enterprise Essentials plan, which is considerably expensive. Browsing other options may allow you to find something more suitable for your budget.

What Should Be the Criteria for Choosing the Perfect ClientPoint Alternative?

You should choose your ClientPoint alternative based on different factors, including:

• Customer support
• Integrations
• Functionality
• Ease of use

Remember, every business has unique needs, so pick the option that feels more appropriate.

Discover the Top ClientPoint Alternatives for 2024

You’re ready to discover the best ClientPoint alternatives! We chose the most reliable ones based on all the factors mentioned in the previous section.

If you’re ready to transform the way you manage your business proposals, keep reading!

1. Prospero

Prospero is our top pick for business proposal software. Its goal is to help businesses create professional proposals without extra effort.

Thanks to its useful suite of tools, you can easily create amazing proposals, make your clients happy, and achieve better results. Including Prospero in your marketing plan is an excellent option even as a freelancer.

Key Features

What makes Prospero unique is its wide selection of customizable proposal templates. Not only will you write an excellent proposal thanks to its tools, but you’ll also create something tailored to the industry you’re focusing on.

Check out Prospero’s template library , and discover all the options available.

Furthermore, Prospero has several integrations that can improve the proposal writing experience. Some of these integrations include:

You get control over your proposals thanks to Prospero’s tracking tools. It’s easier than ever to determine whether your client opened your proposal, how long they looked at it, and if it got signed.

Clients can easily type, upload, or append their esignature too, making the process simpler for both parties.

Reviews and Ratings

Prospero has been praised for its ease of use, features, and templates. You don’t need extensive experience with proposal writing; Prospero already has everything lined up for you.

Many people have given Prospero positive reviews, including a 4.9/5 rating in Capterra.

Pricing Options

You can try Prospero for free for 14 days. If you like the software, you can start your subscription for $10/mo for one member. You’ll get custom pricing depending on how many members are on your team.

2. PandaDoc

PandaDoc focuses on creating unique proposals, although it also gives you tools to manage, track, and sign them. This platform is known for being user-friendly, affordable, and effective.

Something we like about PandaDoc is that it doesn’t only focus on proposals. It also offers many tools that help with:

• eSignatures

In other words, you get plenty of features that simplify your business management experience. Also, you can use these tools whether you’re a freelancer, a small team, or an enterprise.

PandaDoc is another highly-rated platform online, with users praising it because of its user interface, intuitiveness, and reliability.

The software has gotten a 4.5/4.7-star rating on popular sites like G2 and TechRadar.

You get three pricing plans with PandaDoc:

• Essentials : $35/mo.
• Business : $65/mo.
• Enterprise : You must talk to the company for a quote.

Also, you can request a demo to try PandaDoc before committing to the subscription.

3. Better Proposals

Better Proposals advertises itself as a modern tool to create, manage, and track your proposals. Besides offering proposal writing tools, you also have access to a few extra perks that make the experience even better.

You get six main features with Better Proposals:

• Document editor
• Branding tools
• Document management
• Team management
• Onboarding tools
• Digital signatures

In other words, you’ll have everything necessary to make the most out of your proposals and create the right version for your clients.

Better Proposals has a 4.8-star rating in Capterra, one of the most reputable review sites online. Most of its users like its useful templates and ease of use.

You get three pricing plans:

• Starter: $19 per user per month.
• Premium: $29 per user per month.
• Enterprise: $49 per user per month.

4. Proposify

Proposify offers a great set of features that allow you to streamline your sales document process and create useful proposals in record time.

The most impressive features of Proposify are separated into three categories:

• Content & Brand Management : Content library, design editor, roles/permissions, and CRM.
• Powerful Insights : Metrics, pipeline, notifications, snapshots.
• Client Experience : eSignatures, interactive pricing, client preview, different languages.

The Proposify platform has an average of 4.5 stars across different review websites, including G2, Capterra, and GetApp.

Proposify has two plans. The “Team Plan” costs $49 per user per month, and it has a free trial. There’s a “Business Plan” that’s suitable for bigger teams. However, you’ll have to contact the company to get a price.

5. GetAccept

GetAccept offers quite a few features besides proposal writing. Whether you’re looking for sales engagement, sales content management, or a notification system for your projects, this platform has them.

Some of the best features offered by GetAccept include:

• Tracking and analytics
• Proposal writing
• Customer success
• CPQ capabilities
• Mutual action plans

The scores for GetAccept range from 4.3 to 4.6 across websites like Gartner, G2, and Capterra. Most users mention its intuitiveness, customer service, and ease of use.

GetAccept offers different pricing plans depending on whether you want eSign, Deal Room, Contract Room, or the “Full Suite.”

eSign costs $25 per user per month, whereas the full suite starts at $79 per user per month. You also get a free trial for the latter.

6.  Responsive

Responsive (formerly RFPIO), focuses on creating smarter and faster responses that allow people to win more clients and start better projects.

This AI-driven RFP software offers different features to help businesses, including:

• Content management
• Administration
• Proposal management
• Sales teams
• Security questionnaires

You also have access to unique integrations that will make the experience seamless.

Responsive averages a 4.5-star rating across different platforms like G2, Capterra, Glassdoor, and more. Most users praise its tracking features and customer support.

We couldn’t find updated information on Responsive’s pricing, so you’ll have to contact the company for more details. You can, however, request a demo if you want to try the platform out beforehand.

Don’t let its name fool you; this proposal management software has an impressive set of features that will help you with your experience.

Qwirl has many features that address the following departments:

• Recruitment
• Sales operations
• Sales leaders 

As for the features themselves, you can expect:

• Content administrators
• Product overview

Like other services on this list, Qwirl has an average of 4.5 stars across several platforms like Software Advice, Capterra, G2, and more. Its positive reviews mention its customer service and tools.

Qwirl has two pricing plans and a 14-day trial for both of them. The “Business Plan” costs $35 per user per month, whereas the “Enterprise Plan” costs $59.

Creating a business proposal is much easier when you have the right tools at hand. When you pick something with different proposal templates, great customer support, and useful integrations, you can make your business more efficient and get more clients.

If you want the ultimate solution for business proposal writing, consider Prospero and its suite of features for all kinds of workers and companies.

Sign up for Prospero today, and enjoy a 14-day trial where you can try out all of its unique features.

ABOUT THE AUTHOR

Prospero Team

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About PandaDoc

Awards and recognition, pandadoc pricing.

Essentials: $19/user/month Business: $49/user/month Enterprise: contact PandaDoc sales team.

Starting price: 

$19.00   per month

Free trial: 

Free version: 

PandaDoc Reviews

Overall rating, ratings breakdown, secondary ratings.

Ease-of-use

Customer Support

Value for money

Functionality

4.51/5 out of 1105 Reviews

Most Helpful Reviews for PandaDoc

1 - 5 of 1,081 Reviews

Information Technology and Services , 2 - 10 employees

Used unspecified

OVERALL RATING :

Reviewed December 2023

PandaDoc Review: Awesome digital signature platform!

Verified reviewer

Marketing and Advertising , 1 employee

Used weekly for less than 12 months

EASE OF USE

VALUE FOR MONEY

FUNCTIONALITY

Reviewed October 2020

Jumping From RightSignature to PandaDocs

We were previously paying RighSignature somewhere around $600/yr to essentially send around 4 documents per month via API to Podio. I took a deep breath and looked at that renewal cost during a pandemic and decided to look for options. It boiled down to SignNow or PandaDoc. When I saw PandaDocs free tier, I made the jump and haven't looked back. We did lose the automation functionality in the process, but the $600/yr savings makes up for it. We simply uploaded the NDA and Agreements we use and we "duplicate" them when we need to send a new one. The process takes 3 minutes at the most to setup, send and sign. If you're a small business getting started and need free e-Signing, PandaDoc is a winner.

They provide a free tier for smaller companies to fulfill their e-signing requirements. If that wasn't enough, their free tier does not have any major, missing components that would cripple the software. It just works beautifully at the wonderful cost of "zero".

I'm not in a place to complain when I'm using e-Signature software for free. However, it would be really, really nice if they could provide some limited API or Zapier functionality with the free tier. I don't expect that to happen, but it would be lovely if they did it.

Reason for choosing PandaDoc

PandaDoc had a free tier.

Reasons for switching to PandaDoc

RightSignature was too expensive for API access.

Fishery , 11-50 employees

Used weekly for less than 2 years

CUSTOMER SUPPORT

Fantastic solution for digitizing your signed documents

We've been using Pandadoc for about two years, and it's been a fantastic tool for managing our e-sign docs on the cloud. We usually get about a few dozen docs signed every month and it was priced a lot better for that scale. It's also pretty easy to set up and maintain, and rarely causes issues where we have to intervene manually. All in all, I strongly recommend Pandadoc, especially if you're still on paper docs.

I like how easy it is to get it up and running. We used the document scanning a lot in the beginning to move our standard agreements to the system, and that saved us tons of time from having to draw everything up from scratch. But the template library is also a great addition to save time when you have to create a doc on the system.

I'd love to have the personalization tokens improved, like having the ability to automatically enter names and titles etc., based on the information of each contact.

Pandadoc looked a lot more professional compared to some of the alternatives we evaluated, but it was still priced low enough where we didn't have to go over budget to get all the additional advanced features.

Consumer Services , 1,001-5,000 employees

Used daily for less than 2 years

Reviewed March 2024

PandaDoc Is the Best Software for Managing Business Documents

Managing business documents using PandaDoc is smooth and affordable. PandaDoc has been easy to use and reliable to manage.

I do not dislike PandaDoc at all. PandaDoc has been so effective.

Used daily for more than 2 years

Reviewed June 2022

Latest software update is a debacle

Customer support is excellent and the agents do everything in their capacity to assist. I give them 5 stars. Unfortunately the so called "Customer Success Team" gets 0 stars from me. They are the ones who assist with more complex issues. Unresponsive and unhelpful. A content library that I built over the course of 2+ years for my business was invaluable and a huge time-saver. PandaDoc just decided to delete it without any notice, or opportunity to back up. My order of quotes is in a mess as they are all dated 22nd May 2022.

Version 1 was relatively easy to set up and use. I could duplicate documents, build a library of images and commonly used sub-headings and sections, resize images. In Version 2 it is easier to create tables and page breaks.

Version 2 was launched without any communication and/or notice. The team decided that it was okay to delete my content library that I had built over the course of 2.5 years. All quotes were automatically updated to a single date. So I am unable to sort quotes and proposals based on newest to oldest. The functionality to resize images is lost. The documents are clunky and useless.

I chose PandaDoc over others because they were the most competitively priced.

PandaDoc have made decisions and over-written or deleted content that was created by their clients. The software is clunky and messy. The team is unhelpful.

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• Which One Should You Buy: BlueNotary or PandaDoc?

With everything moving digital these days, businesses are on the hunt for ways to handle documents and deals online. That’s where platforms like BlueNotary and PandaDoc come in – they help make these processes a breeze.

BlueNotary does exceptionally well in getting things notarized online, whereas PandaDoc functions as more of an all-inclusive solution for managing all your documents. Let’s break down who might find each platform most helpful.

Table of Contents

Overview of BlueNotary

BlueNotary is built for two types: notaries who work online and folks who need something notarized electronically. It’s basically a platform that lets you get things signed legally online, all while keeping things secure. It has features like video calls with a notary, verifying IDs online, and handling documents safely – pretty much everything you’d need to get something notarized the digital way. 

We’ll dive deeper into their toolbox in a minute, but for now, it’s clearly designed with the strict rules of notarizing in mind.

Overview of PandaDoc

PandaDoc, on the other hand, functions as a document able to multitask. Sales teams, human resources, and legal teams can all use it for creating, tracking, and getting electronic signs on several kinds of documents. Their secret weapon? Automating repetitive tasks in your document workflow and giving you insights into how well those documents are performing.

We’ll take a closer look at how their features stack up against BlueNotary’s in a bit, but for now, it’s clear PandaDoc is built for anyone who deals with documents regularly.

Feature Comparison

Alright, so we’ve seen what BlueNotary and PandaDoc bring to the table. It’s clear they’re both really good at what they do, offering features designed to make things easier for specific users. Now, let’s see how they compare head-to-head.

Here’s what makes BlueNotary stand out for getting things notarized online:

• Video Calls for Legal Stuff Anywhere: No more getting together in one place! An Online Notary can partner with you over live video chat to sign your documents electronically. Everything is confirmed and registered just as you would with a live in-person notarization.
• Double-Checking Identities Online: BlueNotary uses fancy tech to make sure everyone involved is who they say they are. This includes things like scanning your ID and asking you some security questions.
• Signing and Sealing Electronically: Say goodbye to pen and paper! BlueNotary lets you sign documents digitally and even adds a special seal to them to prevent any funny business.
• Keeping Track of Everything: It also keeps a detailed record of all your notarization transactions so you can easily access them if needed.
• Adapts to Different States: Notary laws can vary by state, but BlueNotary can handle it. Their platform adjusts to the specific rules of wherever you are.

PandaDoc is all about taking the hassle out of working with documents:

• Pre-Built Templates to Save Time: With this program you can preside over a mass library of ready-to-use templates to suit your every need, after which you can customize them until you are satisfied.
• Automate the Boring Stuff: PandaDoc can save you time by automating the tasks that you do in the document workflow, so you can concentrate on the more important matters.
• See How Your Documents Are Doing: Would you like to monitor the interaction people would have with your documents?
• Interactive Quotes that Close Deals: Create impressive, customizable quotes that your clients can adjust on the spot. This can be a game-changer for sales teams!
• Get Paid Faster: PandaDoc integrates with different payment gateways, so you can collect payments directly through your documents, speeding things up for everyone.

Ease of Use

Bluenotary: easy to use for everyone.

BlueNotary designed its platform with both notaries and their clients in mind, making it super user-friendly. Even if you’re new to the whole digital notarization thing, you’ll be a pro in no time. Here’s what makes it so easy:

• Finding your documents is a breeze: With access to what you need at just a click, you don’t have to waste time looking for it.
• Verifying ID is quick and secure: We have reorganized the ID verification procedure into one that is quick but also secure .
• Step-by-Step Like a Recipe: The process of the notariarization has everything laid out, step-by-step evenly and is round like a recipe. This way, it is possible to eliminate any errors.

With the focus on making “online notarization” easier to use, BlueNotary is the ideal choice for professionals who want an undemanding and trouble-free digital notarization experience.

PandaDoc: Packed with Features for Busy Teams

While BlueNotary keeps things simple, PandaDoc offers a wider toolbox for businesses that deal with a lot of documents. Their interface is still clean and modern, but it’s loaded with features to help you create, manage, and work on documents together with your team. Here’s what makes it powerful:

• Customize Your Workspace: PandaDoc lets you set up your dashboard exactly how you like it, whether you’re working solo or collaborating with a team.
• Drag and Drop Like a Pro: Editing and arranging documents is a breeze with their drag-and-drop functionality. No tech skills needed!
• Track Everything in One Place: See exactly where each document is in the process with its intuitive controls. No more chasing down approvals!

With this robust set of features, PandaDoc can handle even the most complex document workflows. It’s a great choice for businesses that need a powerful and scalable document management solution.

Online notarization is an area responsible for security. BlueNotary is aware of this and uses advanced identity verification technologies to confirm the genuineness of all those involved. This involves what is called knowledge-based authentication, where you will only answer the queries and biometric verification, which would be either a fingerprint scan or facial recognition, depending on your OS. These multi-layered security measures guarantee that BlueNotary issues valid and authentic online notarization and ensure the stability of the whole process.

On top of verifying identities, BlueNotary goes the extra mile with security. It uses end-to-end encryption, which basically means your conversations and documents are scrambled up so only you and the intended recipient can see them. Plus, every document gets a special electronic seal and a unique digital fingerprint. This way, if anyone tries to tamper with the document, it’ll be clear as day.

PandaDoc keeps your documents safe and sound, following all the latest data privacy rules like GDPR in Europe and CCPA in California. They use top-notch encryption to scramble your documents while they’re moving around online, and their servers are like Fort Knox for your data. Plus, PandaDoc lets you control who sees your documents and keeps a record of who accessed them and what they did. This transparency helps keep everything accountable and secure.

Customization

Notary laws can be a maze, and they differ depending on where you are in the US. Luckily, BlueNotary can handle it. The platform adjusts its settings and processes to fit the specific rules of your state so you can be sure you’re following all the legalities. This includes things like customizing forms and certificates for your area. 

But that’s not all! BlueNotary lets you personalize the client interface, too. You can add your own branding to give clients a professional experience that matches your services.

PandaDoc is all about customizing documents to fit your exact needs. Unlike BlueNotary, which focuses on legal stuff, PandaDoc lets you build documents from scratch or tweak existing templates. This is a huge timesaver for teams like sales, HR, and legal, which use a lot of contracts, proposals, and other documents.

But PandaDoc goes beyond just making documents look good. You can also automate repetitive tasks in your workflow! Imagine a document automatically sending reminders for approvals or kicking off the next step in a process – that’s the power of customization with PandaDoc.

Integrations

Since BlueNotary is built for legal folks, it integrates seamlessly with other legal software programs they might already use. Think of things like document storage systems and compliance databases. This lets notaries work more efficiently and keep everything organized, all while following the rules and regulations in their state. Basically, BlueNotary connects the dots in the legal world to make things smoother for everyone.

While BlueNotary focuses on legal integrations, PandaDoc is more like a team player. It connects with all sorts of business tools you might already use, like sales software like Salesforce or HubSpot. This makes it a breeze for sales teams to streamline their processes, like sending proposals and closing deals faster.

But that’s not all! PandaDoc also connects to payment gateways and business management systems. Imagine collecting payments right within your documents or automatically updating your inventory when a deal closes – that’s the power of PandaDoc’s integrations. This makes it a valuable tool for everyone, from sales and marketing to operations.

Pricing and Plans

Bluenotary .

The good news is that BlueNotary doesn’t have a one-size-fits-all pricing scheme. It offers different plans depending on who you are: 

• For Notaries:
• Basic Plan: Free, suitable for notaries handling occasional notarizations .
• Pro Hybrid Plan: Manage Your Notary Business & Get Clients ($24.75/month or $297/year).
• For Businesses/GNW (General Notary Work):

The Business plan caters to companies that require frequent notarizations for their day-to-day operations. It provides each team member with access to BlueNotary at a monthly cost of $43 per user. This plan includes two complimentary remote online notarizations (RON) every month. Additional RON sessions can be purchased for $10 each, making it a scalable solution for businesses with fluctuating needs.

• For Closings:

Typically includes a flat fee for handling real estate document closings, providing a streamlined solution for real estate professionals. Specific rates can vary based on transaction details and volume.

• eSign Only:
• Basic: Free, providing up to 5 eSigns per month, ideal for users who need essential electronic signature services without additional notarization features.
• Pro: Provides more extensive eSigning capabilities for a monthly fee, catering to users who require more frequent and complex eSigning needs.

PandaDoc doesn’t have a one-size-fits-all pricing scheme. They offer different plans depending on what your business needs:

• Free eSign Plan: Need a simple way to get electronic signatures? This free plan lets you do just that, with unlimited signatures and even payment processing included.
• Essentials Plan ($19/user/month): This plan is a good starting point for teams that want to create and track documents. It includes features like templates and document analytics.
• Business Plan ($49/user/month): If you seek more advanced features such as automated workflows and integration with your CRM software, you can choose this plan for individual growth. It also comes with upgraded security functions for the safekeeping of confidential material.
• Enterprise Plan (Custom Pricing): For larger companies with complex document management needs, PandaDoc offers custom Enterprise plans. These plans include unlimited workspaces, dedicated customer support, and advanced customization options.

Device Accessibility

BlueNotary realizes that flexibility is the main factor for both notaries and their clients. Therefore, our platform has been fully adapted to the needs of desktops, tabs, and even smartphones. The interface is web-based but works on any device, the notarization process would involve ID verification and adding e-seal – all this on the run.

BlueNotary goes where you go! This platform works great on phones, tablets, and computers. This means you can verify IDs, get signatures, and finalize notarizations – all from your mobile device. No more offices are needed! This flexibility is perfect for notaries who work remotely or travel to meet clients.

Just like BlueNotary, PandaDoc isn’t chained to desks. Their product just works on tablets and smartphones, so you can work with your documents anywhere and anytime. This means that you can also send the documents and get signatures remotely via your phone. In addition, you can get detailed analytics on how your documents are doing – just from your phone! This mobility works seamlessly with PandaDoc, therefore making it the ideal choice for many teams with tight schedules.

Choosing the Right Digital Platform: BlueNotary vs. PandaDoc

Ultimately, the best platform for you depends on what you need. Here’s a quick breakdown:

• Need a secure and easy way to get things notarized online? BlueNotary is your go-to solution.
• Do you deal with a lot of documents and want a powerful toolbox to manage them? PandaDoc might be a better fit.

Both platforms are friendly to the user and have apps for handheld devices, which make them convenient to use when away from home. Whether you select one or the other, you are on your way to a more comfortable digital document usage.

Ready to Try BlueNotary?

Browse the website, where you can check the various plans and choose the one that fits you best. It may be an individual notary who is seeking to improve their workload or a business that frequently needs notarizations, but BlueNotary has you covered anyway. We have different options, so you can choose the one that fits your budget and workload.

• best online notarization platforms
• BlueNotary or PandaDoc
• Electronic Notarization
• eSignature Software

E-Notarization vs. Online Notarization

• Notary Services
• Remote Online Notarization
• Types of Notarization

Why You Should Use PDFs to Optimize Your Content

• How to find a Notary
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• Legal Terms
• Online Closing

Digital Signature vs. Online Notarization

• Digital Signature
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• Signing Tips