Apptivo vs PandaDoc Comparison

Overview

Apptivo is a customer relationship management app that allows businesses to create and manage customer accounts with information...

Sales teams use PandaDoc to improve deal workflow, insights, and speed while delivering an amazing buying experience. Over...

  • Platforms supported
  • Web-based
  • iPhone app
  • Android app
  • Windows Phone app
  • Typical customers
  • Freelancers
  • Small businesses
  • Mid size businesses
  • Large enterprises
  • Customer support
  • Phone
  • Online
  • Knowledge base
  • Video tutorials
  • Platforms supported
  • Web-based
  • iPhone app
  • Android app
  • Windows Phone app
  • Typical customers
  • Freelancers
  • Small businesses
  • Mid size businesses
  • Large enterprises
  • Customer support
  • Phone
  • Online
  • Knowledge base
  • Video tutorials

Screenshots

Pricing

Starting from
$10.00/mo.month
  • Free trial available
  • No credit card required
  • Free account
  • Subscription based
Starting from
$9.00/mo.month
  • Free trial available
  • No credit card required
  • Free account
  • Subscription based

User reviews

5

4

3

2

1

246

164

38

8

4

  • Value for money
  • Ease of use
  • Features
  • Customer support
98%
would recommend this app

5

4

3

2

1

434

215

51

11

7

  • Value for money
  • Ease of use
  • Features
  • Customer support
95%
would recommend this app

Pros

It is really hard to find fault. A brilliant company, very good software and a really responsive help desk that can answers questions, 24/7.
I just wish that it were more user friendly in the beginning and that the customer service were more helpful when I want to learn something new.
Easy to use, flexible, great value for money, great support (very friendly and quick), easy to import/export your data back into Excel.

Pros

It's great for creating proposals and then keeping track of them. It can be used alongside various programs and CRMs and the customer support can be of great help ,when needed.
I love PandaDoc and recommend adding to your tool belt...unless your in my space as I like standing out above the competition.
Overall this is an amazing software that takes care of so many business needs with ease, mainly.

Cons

I had a little problem importing some contacts, and made some mistakes that made the problem worse.
Sometimes we get lost in all the features and the setting fields.
Customer documents were attached to the wrong customer.

Cons

Our experience with Pandadoc over the course of the past 18 months has slowly deteriorated. The product has become consistently worse and is now unusable.
This sometimes leads to clients being confused or missing options they wanted.
Otherwise it is what you make it. Tailor it your way and there should be very few parts you dislike.
  • Vendor responds to reviews
  • Last review6 days ago
  • Vendor responds to reviews
  • Last review4 days ago

Key features

  • Total features68
  • ACH Payment Processing
  • API
  • Access Control
  • Activity Dashboard
  • Activity Management
  • Activity Tracking
  • Analytics
  • Approval Process Control
  • Audit Trail
  • Auditing
  • Auto-Responders
  • Automated Sales
  • Automatic Notifications
  • Behavior Tracking
  • Billing & Invoicing
  • CRM Integration
  • Calendar Management
  • Calendar Sync with Google
  • Collaborative Workspace
  • Configurable Workflow
  • Contact Management
  • Content Library
  • Content Management
  • Contract Drafting
  • Cost Estimating
  • Credit Card Integration
  • Custom Fields
  • Customer Accounts
  • Customer History
  • Customizable Branding
  • Customizable Reporting
  • Customizable Templates
  • Data Import
  • Data Import/Export
  • Digital Signature
  • Document Automation
  • Document Management
  • Document Review
  • Document Storage
  • Document Templates
  • Drag & Drop Interface
  • Electronic Payments
  • Electronic Signature Capture
  • Email Integration
  • Email Templates
  • Employee Management
  • Engagement Analytics
  • Estimating
  • Expense Tracking
  • Filtered Views
  • Forecasting
  • Full Text Search
  • Gantt Charts
  • Goal Setting / Tracking
  • Help Desk Management
  • Image Library
  • Invoice Management
  • Job Management
  • Lead Assignment
  • Lead Capture
  • Lead Distribution
  • Lead Generation
  • Lead Management
  • Lead Scoring
  • Lifecycle Management
  • Multi-Channel Management
  • Multi-Company
  • Multi-Country
  • Multi-Currency
  • Multi-Department / Project
  • Opportunity Management
  • Order Management
  • Partial Payments
  • Permission Management
  • Pipeline Management
  • Pipeline Reports
  • Product Catalog
  • Project Management
  • Project Time Tracking
  • Project Workflow
  • Projections
  • Proposal Generation
  • Purchase Order Management
  • Quota Management
  • Quote Management
  • Reminders
  • Role-Based Permissions
  • Rules-Based Workflow
  • SLA Management
  • SSL Security
  • Sales Analytics
  • Sales Tracking
  • Search Functionality
  • Secure Data Storage
  • Secure Login
  • Single Sign On
  • Summary Reports
  • Supplier Management
  • Tagging
  • Template Management
  • Territory Management
  • Third Party Integration
  • Timesheets
  • Web Forms
  • Website Integration
  • Work Order Management
  • Workflow Management
  • Total features54
  • ACH Payment Processing
  • API
  • Access Control
  • Activity Dashboard
  • Activity Management
  • Activity Tracking
  • Analytics
  • Approval Process Control
  • Audit Trail
  • Auditing
  • Auto-Responders
  • Automated Sales
  • Automatic Notifications
  • Behavior Tracking
  • Billing & Invoicing
  • CRM Integration
  • Calendar Management
  • Calendar Sync with Google
  • Collaborative Workspace
  • Configurable Workflow
  • Contact Management
  • Content Library
  • Content Management
  • Contract Drafting
  • Cost Estimating
  • Credit Card Integration
  • Custom Fields
  • Customer Accounts
  • Customer History
  • Customizable Branding
  • Customizable Reporting
  • Customizable Templates
  • Data Import
  • Data Import/Export
  • Digital Signature
  • Document Automation
  • Document Management
  • Document Review
  • Document Storage
  • Document Templates
  • Drag & Drop Interface
  • Electronic Payments
  • Electronic Signature Capture
  • Email Integration
  • Email Templates
  • Employee Management
  • Engagement Analytics
  • Estimating
  • Expense Tracking
  • Filtered Views
  • Forecasting
  • Full Text Search
  • Gantt Charts
  • Goal Setting / Tracking
  • Help Desk Management
  • Image Library
  • Invoice Management
  • Job Management
  • Lead Assignment
  • Lead Capture
  • Lead Distribution
  • Lead Generation
  • Lead Management
  • Lead Scoring
  • Lifecycle Management
  • Multi-Channel Management
  • Multi-Company
  • Multi-Country
  • Multi-Currency
  • Multi-Department / Project
  • Opportunity Management
  • Order Management
  • Partial Payments
  • Permission Management
  • Pipeline Management
  • Pipeline Reports
  • Product Catalog
  • Project Management
  • Project Time Tracking
  • Project Workflow
  • Projections
  • Proposal Generation
  • Purchase Order Management
  • Quota Management
  • Quote Management
  • Reminders
  • Role-Based Permissions
  • Rules-Based Workflow
  • SLA Management
  • SSL Security
  • Sales Analytics
  • Sales Tracking
  • Search Functionality
  • Secure Data Storage
  • Secure Login
  • Single Sign On
  • Summary Reports
  • Supplier Management
  • Tagging
  • Template Management
  • Territory Management
  • Third Party Integration
  • Timesheets
  • Web Forms
  • Website Integration
  • Work Order Management
  • Workflow Management

Integrations

  • Total integrations28
  • Constant Contact
  • Facebook
  • Gmail
  • Google Analytics
  • Google Calendar
  • HubSpot CRM
  • HubSpot Marketing Hub
  • Mailchimp
  • Microsoft 365
  • Microsoft Outlook
  • PayPal
  • QuickBooks Online Advanced
  • Salesforce Sales Cloud
  • Slack
  • Stripe
  • Twitter
  • Wordpress
  • Xero
  • Zapier
  • Zendesk
  • Total integrations46
  • Constant Contact
  • Facebook
  • Gmail
  • Google Analytics
  • Google Calendar
  • HubSpot CRM
  • HubSpot Marketing Hub
  • Mailchimp
  • Microsoft 365
  • Microsoft Outlook
  • PayPal
  • QuickBooks Online Advanced
  • Salesforce Sales Cloud
  • Slack
  • Stripe
  • Twitter
  • Wordpress
  • Xero
  • Zapier
  • Zendesk

Security

  • Encryption of sensitive data at rest
  • HTTPS for all pages (web-based apps)
  • Reports/alerts for security breaches
  • Multifactor authentication options
  • Customer data removed upon service cancellation
  • Encryption of sensitive data at rest
  • HTTPS for all pages (web-based apps)
  • Reports/alerts for security breaches
  • Multifactor authentication options
  • Customer data removed upon service cancellation

Apptivo vs. PandaDoc

See how Apptivo and PandaDoc stack up against each other by comparing features, pricing, ratings and reviews, integrations, screenshots and security. Compare real user opinions on the pros and cons to make more informed decisions.