If you’ve been wrestling with cumbersome contracts, messy proposals, and endless email threads, you’ve likely encountered PandaDoc—a document management platform that aims to streamline your workflow.
While PandaDoc shines as an electronic signature software with a user-friendly interface, its basic plan might lack the advanced features and customization options you need. Additionally, PandaDoc’s focus on document creation and digital signatures might require additional productivity tools to manage other tasks.
To help you choose, we’ve assembled a list of the top 10 PandaDoc alternatives for document management with streamlined e-signing proposals and workflow automation. We carefully examined their key features and pricing to help you find the perfect match for your needs.
The Top 10 Best PandaDoc Alternatives to Manage Documents in 2024
Summarize this article for me pleaseWhat Should You Look For in PandaDoc Alternatives?
From proposals and contracts to invoices and purchase orders, documentation underpins every business interaction and decision. However, managing this paper trail can be a significant headache, decelerating workflows and hindering productivity.
That’s where document management systems (DMS) like PandaDoc come in. They become the digital hub for creating, editing, sharing, and signing documents.
While PandaDoc is a popular choice, it might not be the ideal fit for every business.
When choosing PandaDoc alternatives, consider the following factors:
- E-signature features: Look for intuitive workflows, multi-signature capabilities, and robust security options
- Document editing and creation: The tool must come with pre-built templates and collaboration tools so you can create and edit documents easily
- Integrations: Evaluate how well the tool integrates with your existing workflow and tools, such as CRMs, marketing automation, or project management platforms
- Pricing: Choose a pricing structure that aligns with your needs and budget
- Ease of use: Pick an interface that’s intuitive and user-friendly to ensure seamless adoption
Summarize this article for me pleaseThe 10 Best PandaDoc Alternatives To Use in 2024
With these factors in mind, let’s explore the 10 best PandaDoc alternatives you can use in 2024:
1. Signaturely
Signaturely is a user-friendly and affordable e-signature platform that offers drag-and-drop document uploading, custom branding, and real-time document tracking.
Upload your documents in various formats, including PDFs, Word documents, and images. Then, add signature fields, text fields, and other elements to your document.
You can also request additional information from your signers, like their name, email address, and date of birth.
Signaturely stores your signed documents securely in the cloud. You can access them anytime from any device. You can also send reminders to your signers if they have not signed a document.
Signaturely best features
- Sign by typing your name, drawing a signature, or uploading an image of it without leaving the app
- Enable your team to collaborate on a doc and get to approve its final version before sending it
- Save your signature for quick access
- Fill forms quickly with automated fields and guides
- Create legal documents and contracts using prebuilt, expert-reviewed templates
Signaturely limitations
- Lacks multilingual support
- Saving templates can be challenging
- Limited template editing options
Signaturely pricing
- Personal: $20/month
- Business: $40/month per user
Signaturely ratings and reviews
- G2: 4.8/5 (290+ reviews)
- Capterra: 4.8/5 (350+ reviews)
2. DocuSign
DocuSign is a pioneer in the e-signature space and offers a comprehensive platform with powerful features, including advanced document routing, workflow automation, and integration with leading business applications. It is one of the popular PandaDoc alternatives today.
Share and sign documents electronically from any device by simply tapping your screen. DocuSign then captures the signature and embeds it into the file.
Manage the entire contract lifecycle using the platform’s CLM (Contract Lifecycle Management) feature and choose an ideal identity verification option to ensure authenticity.
DocuSign best features
- Integrate your agreements with your apps of choice: Salesforce, Microsoft, Google, Zoom, and more
- Provide a better user experience with custom branding and responsive signing Empower your teams to quickly prepare, route, and approve agreements using shared templates and collaborative commenting
- Tackle your trickiest agreement challenges with configurable workflows
- Protect your agreements with enterprise-grade security and compliance controls
DocuSign limitations
- Limited customization
- Poor mobile user experience
DocuSign pricing
- Personal: $15/month
- Standard: $45/month per user
- Business Pro: $65/month per user
- Enhanced Plans: Contact for pricing
DocuSign ratings and reviews
- G2: 4.5/5 (2200+ reviews)
- Capterra: 4.8/5 (8500+ reviews)
3. HelloSign (Dropbox Sign)
HelloSign, now known as Dropbox Sign, is a straightforward e-signature platform perfect for individual users and small businesses on the lookout for PandaDoc alternatives.
Drag and drop signature fields to the document where you want them to appear. You can also add other fields, such as text fields and checkboxes.
Sign documents using your finger, mouse, or uploaded signature image. Each signed document has a tamper-proof audit trail that shows who signed the document, when they signed it, and the IP address they used.
HelloSign (Dropbox Sign) best features
- Send and sign agreements up to 80% faster
- Get proof of document access, review, and signature with audit trails
- Close deals faster and improve completion rates with Salesforce integration and mobile signing
- Speed up time-to-hire through pre-populated forms, intuitive digital signing, and tracking
- Request legally binding digital signatures at scale with reusable templates and bulk-send features
HelloSign (Dropbox Sign) limitations
- Occasional glitches in the placement of signature boxes when creating a document
- Difficulties in the alignment of different boxes during the preparation of a document
- Falls short in matching the distinctive branding and appearance of some online applications
HelloSign (Dropbox Sign) pricing
- Essentials: $20/month
- Standard: $30/month per user
- Premium: Contact for pricing
HelloSign (Dropbox Sign) ratings and reviews
- G2: 4.7/5 (2100+ reviews)
- Capterra: 4.8/5 (1400+ reviews)
4. GetAccept
GetAccept is a sales enablement platform that features e-signatures as part of its broader feature set. It offers integrations with CRM systems and other sales tools, too.
Upload proposals, contracts, and other sales collateral in GetAccept’s Deal Rooms. Your sales teams and stakeholders can then access and review the materials at their own pace, leave comments, and ask questions.
Once your stakeholders are ready, move your documents to the virtual Contract Room. You can then electronically sign the contracts, and both parties can track their progress.
GetAccept best features
- Get documents signed in real time and shorten sales cycles drastically
- Allows users to create documents, use reusable templates, or upload PDFs
- Administer roles for all of the stakeholders and create specific signing order workflows
- Ensure you don’t lose out on deals with automatic reminders via email or SMS
- Get notified once the document is signed, and access signed documents easily
GetAccept limitations
- Limited contract templates
- Users have reported bugs and fluctuations in the UI
- Loading time is longer than optimal
GetAccept pricing
- Free Trial
- Professional: $49/month per user
- Enterprise: Contact for pricing
GetAccept ratings and reviews
- G2: 4.6/5 (800+ reviews)
- Capterra: 4.6/5 (30+ reviews)
5. SignEasy
SignEasy is a mobile-first e-signature platform that is easy to use on any device. It offers a free plan with limited features. You can upload a document, add signature fields, and send it for signature with just a few clicks.
Signeasy uses industry-standard security protocols to protect your documents and data. This includes encryption at rest and in transit and two-factor authentication.
Signeasy’s electronic signatures are legally binding in most countries around the world. This means a document signed with Signeasy is just as valid as one signed with a pen and paper. 🙌🏼
SignEasy best features
- Digitize and streamline customer and employee-facing document workflows
- Collect 100% legally valid digital signatures that abide by various global electronic signature legislation such as the ESIGN Act, eIDAS, etc
- Upload multiple file formats such as PDF, Word, Excel, Open Office, PNG, JPG, and HTML
- Import documents directly from cloud storage providers like Dropbox, Google Drive, OneDrive, and Box
- Sign documents in your local language
SignEasy limitations
- Users have reported frequent login errors
- Limited editing features
- Sending documents for signing electronically from the iPad or mobile app can be confusing
SignEasy pricing
- Team: $24/month per user
- Business: $36/month per user
- Business Plus: $60/month per user
SignEasy ratings and reviews
- G2: 4.6/5 (600+ reviews)
- Capterra: 4.6/5 (400+ reviews)
6. Adobe Sign
Adobe Sign is a powerful e-signature platform from Adobe that integrates seamlessly with other Adobe products like Acrobat Pro.
Create and store your electronic signatures and manage your signing settings and preferences on its user-friendly interface. You can upload any type of document, such as PDFs, Word documents, and even images, and then send them to others for their signatures.
AdobeSign works seamlessly with popular apps like Microsoft Office, Salesforce, Google Drive, and Dropbox.
Adobe Sign’s best features
- Send documents for signature, track status, and collect them without downloading or signing up
- Edit and add text and images easily, and modify formatting in your PDF using Acrobat Pro
- Convert scans, images, web pages, and Microsoft files to PDFs you can access, share, and work on from anywhere
Adobe Sign limitations
- Lacks a convenient ‘date’ setting
- The program can glitch while getting a new signature on a device
- Limited flexibility in using templates for e-signatures
Adobe Sign pricing
- Acrobat Standard: $22.99/month per user
- Acrobat Pro: $29.99/month per user
- Acrobat Standard for Teams: $14.99/month per user (annual commitment)
- Acrobat Pro for Teams: $23.99/month per user (annual commitment)
- Acrobat Sign Solutions: Contact for pricing
Adobe Sign ratings and reviews
- G2: 4.4/5 (900+ reviews)
- Capterra: 4.6/5 (1100+ reviews)
7. DigiSigner
DigiSigner is a cost-effective e-signature platform that offers a wide range of features, including custom branding, bulk signing, and integrations with popular tools.
DigiSigner complies with all major eSignature laws, including ESIGN, UETA, and eIDAS. The tool uses 256-bit encryption to protect your documents and signatures. Your data is also stored securely in the cloud.
DigiSigner best features
- Create handwritten, legally binding signatures by using your mouse, uploading your signature image, or just typing your name
- Embed signatures into your application with the DigiSigner API
- Invite other people to sign and receive a notification when they do
- Store your documents securely behind a firewall and authenticate every request
DigiSigner limitations
- Lacks robust features for organizing documents
- The tools feature an outdated web UI
- Limited number of signatures allowed per month
DigiSigner pricing
- Free
- Pro: $20/month
- Team: $50
- Enterprise: Contact for pricing
DigiSigner ratings and reviews
- G2: 4.7/5 (300+ reviews)
- Capterra: 4.8/5 (900+ reviews)
8. SignRequest
SignRequest is an open-source e-signature platform that offers a high degree of customization and control. It is perfect for developers and tech-savvy users who want to build e-signature workflows and are looking for PandaDoc alternatives.
It works seamlessly with popular tools like Gmail, Google Drive, Slack, Dropbox, and Zapier. It also protects your documents with SSL encryption, secure storage, and audit trails.
With SignRequest’s templates feature, you can save more time. Prepare recurring documents once with a custom signing order, notification settings, and default messages and reuse them whenever required.
SignRequest best features
- Select the authorization method and identify the individual users required to sign
- Manage, track, and store all SignRequests in Microsoft’s My Documents
- Work with your coworkers in Teams and ensure everyone always has the necessary access to relevant documents
SignRequest limitations
- Difficulties in navigating the mobile view
- Limited customizations
- Resizing of text fields is clunky and, at times, unusable
- Excel signers and normal document export need adjustments
SignRequest pricing
- Professional: $9.85/month per user
- Business: $16.42/month per user
SignRequest ratings and reviews
- G2: 4.6/5 (1500+ reviews)
- Capterra: 4.7/5 (300+ reviews)
9. Zoho Sign
Zoho Sign is a comprehensive e-signature solution from Zoho, a popular provider of business software. It offers e-signatures, document templates, and workflow automation and is one of the more affordable PandaDoc alternatives.
Upload documents from your computer, cloud storage, or other applications. You can add fields for recipients to sign, initial, or fill in information.
You can integrate Zoho Sign with business applications such as CRMs, accounting tools, and project management software. Create automated workflows to send documents to the next recipient for signature once the previous recipient has signed.
Zoho Sign’s best features
- Automate your tasks to save time and increase productivity
- Digitally sign documents or send documents and collect signatures from others
- Sign business documents digitally with personal USB tokens and digital certificate-based signing
- Manage your business documents wherever you go with Zoho Sign’s mobile apps
Zoho Sign limitations
- Limited customizations and templates
- Limitations on the account-level settings and structure
Zoho Sign pricing
- Free
- Standard: $9.60/month per user
- Professional: $14.46/month per user
- Enterprise: $19.28/month per user
Zoho Sign ratings and reviews
- G2: 4.3/5 (70+ reviews)
- Capterra: 4.4/5 (30+ reviews)
10. Honeybook
HoneyBook is a CRM and project management platform specifically designed for freelancers and small businesses. It includes e-signatures as part of its feature set.
You can use the platform to handle every stage of client interactions, from lead generation and booking to project management, invoicing, and payment processing.
Create lead capture forms, landing pages, and questionnaires to attract new clients. Manage appointments, send proposals, and collect client signatures online. Send professional invoices, accept online payments, and automate payment reminders.
Additionally, you can set up automated workflows to streamline common tasks and save time.
Honeybook best features
- Create and send invoices and ironclad contracts for signing
- Trigger automated replies, follow-ups, and tasks
- eSign contracts and send payments
- Use customizable, interactive proposals to present your brand
Honeybook limitations
- The scheduling feature feels a little clunky
- Unnecessary steps in the user flow
- Limited customizations
Honeybook pricing
- Starter: $19/month
- Essentials: $39/month
- Premium: $79/month
Honeybook ratings and reviews
- G2: 4.5/5 (150+ reviews)
- Capterra: 4.8/5 (580+ reviews)
Other Document Management Tools
While Pandadoc and similar platforms focus on e-signatures and document exchange, project management platforms like ClickUp offer a more comprehensive solution to boost productivity.
ClickUp’s diverse feature set streamlines your entire workflow across processes. You can do everything from client onboarding to project completion and appointment scheduling to organizing emails on one platform.
This is particularly helpful for businesses and professional service providers with diverse documentation needs beyond digital signature collection and document analytics. ClickUp lets you control all your documentation, allowing you to focus on what truly matters: your expertise and client relationships.
Get ClickUp
ClickUp is an all-in-one project management platform that includes a powerful Docs feature with AI-powered capabilities such as automatic formatting, grammar suggestions, and real-time collaboration tools.
While the platform doesn’t currently offer native e-signature functionality, it integrates seamlessly with your preferred applications. It is a versatile option for teams needing document and project management functionalities in a single platform.
The tool also offers features to onboard and manage clients efficiently.
ClickUp is an excellent tool for document management for several reasons:
- Integrated workflows: Link documents to tasks, triggers, and automation, streamlining document-related workflows and ensuring everyone works with the latest versions
- AI-powered writing assistant: Brainstorm, generate, and polish your documents with prompts and suggestions based on your intent and role
- Intuitive interface: Use the various features of the platform seamlessly regardless of your technical expertise
- Customization and flexibility: Create beautiful and informative documents with rich formatting options, nested pages, and embedded widgets. Organize documents into folders and spaces for optimal categorization and access control
- ClickUp Contract Templates: Draw up contracts with ClickUp’s prebuilt templates in seconds. You will also find templates for business agreements and service agreements
ClickUp best features
- Develop ideas in real using collaborative Whiteboards
- Get an instant high-level overview of your work with reporting and ClickUp Dashboards
- Manage tasks from every angle using 15 customizable views
- Customize task statuses for your project needs
- Generate documents from scratch, modify or personalize existing ones, link them to workflows, and dispatch documents—all in a single process
ClickUp limitations
- Some new adopters note a steep learning curve
ClickUp pricing
- Free
- Unlimited: $7/month per user
- Business: $12/month per user
- Enterprise: Contact for pricing
- ClickUp Brain: Available on all paid plans for $5/Workspace member/month
ClickUp ratings and reviews
- G2: 4.7/5 (9000+ reviews)
- Capterra: 4.7/5 (3900+ reviews)
Summarize this article for me pleaseChoosing the Right Solution for Document Management
When it comes to e-signatures, there are numerous PandaDoc alternatives available, each with its distinct features. However, businesses seeking long-term growth may benefit from holistic solutions with broader capabilities.
With this in mind, ClickUp emerges as a standout alternative to PandaDoc. It offers a broader range of functionalities than other PandaDoc alternatives, from custom task views and dashboards to robust collaboration tools.
ClickUp’s impressive AI capabilities speed up various document-related tasks, such as summarizing documents, generating content, and checking for grammar errors.
Carefully evaluate the advantages and disadvantages to make informed choices and find the perfect solution.
Overall, ClickUp is a versatile and scalable tool that can be used for many document management tasks. It is a good option for teams of all sizes needing a central location to store, collaborate, and manage their documents. Try ClickUp today.
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