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PandaDoc vs Agiloft Comparison (2026)
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Good recommendations?
Overview
Accelerate deals by simplifying the process to generate, negotiate, and eSign professional proposals.
5-Time winner of PC Magazine "Editors' Choice Award" and Spend Matters "Value Award", Agiloft is heralded as "the most customizable contract management system on the market". Our agile technology makes it easy to setup and use. It is fully audit compliant with support for HIPAA, SOX, and CFR21.
- 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
Video & Screenshots
Pricing
User reviews
4.5
1.2K
5
4
3
2
1
799
349
77
17
18
- Value for money
- Ease of use
- Features
- Customer support
78%
would recommend this app4.8
39
5
4
3
2
1
33
4
2
0
0
- Value for money
- Ease of use
- Features
- Customer support
89%
would recommend this appPros
“I also appreciate the customizable templates, electronic signature feature, and real-time notifications that show when clients view or sign documents.”
RR
Rebecca R.
Production manager
“The signing process is simple and convenient for both us and our clients, and having contracts and documents organized in one place makes it much easier to manage everything from start to finish while supporting customers.”
HB
Hannah B.
Entrepreneur
“PandaDoc has an user friendly interface that make it easy to create ,edit and sign both contracts and documents .Offer customizable templates that allow us to tailor document creation process to match on a specific need .Safe cloud storage and automatic reminders.”
EB
Erick B.
Director of Design and Research
Pros
“I also like the customization options, and customer support has been quick and helpful whenever I needed it.”
ir
imran r.
Chemist
“Customer support has also been helpful when needed.”
ir
imran r.
Chemist
“I was also looking for guidance on how to structure a document repository. ”
ET
Eric T.
Director, Digital Transformation
Cons
“PandaDocs removed a key feature that is essential in our business without any warning, which now creates additional time and effort to reenter all the same information that PandaDocs ALREADY has in it's system. ”
GT
GRANT T.
President
“Additionally, some useful features are only available in higher-priced plans, which may not be ideal for smaller businesses or teams.”
RR
Rebecca R.
Production manager
“Sometimes pandaDoc can be hard to synchronize documents or it has trouble loading them.”
PW
Pat W.
Sales administrator
Cons
“Being on a shared Server is inconvenient at times but it does beat the price of an on Prem server.”
JH
Josiah H.
IT Business Analyst
“The Professional Services are somewhat unguided and without a straightforward project plan. ”
ET
Eric T.
Director, Digital Transformation
- Vendor responds to reviews
- Last reviewa month ago
- Vendor responds to reviews
- Last review2 months ago
Key features
- Total features141
- AI Redlining
- API
- Access Controls/Permissions
- Accounting Integration
- Activity Dashboard
- Activity Tracking
- Alerts/Escalation
- Alerts/Notifications
- Approval Process Control
- Approval Workflow
- Archiving & Retention
- Asset Tracking
- Audit Management
- Audit Trail
- Authentication
- Automated Quoting
- Automated Routing
- Availability Management
- Billing & Invoicing
- Billing Portal
- Bulk Uploading
- Business Process Automation
- Buy Side (Suppliers)
- CRM
- CRM Integration
- Catalog Management
- Change Management
- Chat/Messaging
- Collaboration Tools
- Completion Tracking
- Compliance Management
- Compliance Tracking
- Configurable Workflow
- Configuration Management
- Contact Database
- Contact Management
- Content Library
- Content Management
- Contract Drafting
- Contract Negotiation
- Contract/License Management
- Customer Database
- Customizable Branding
- Customizable Dashboard
- Customizable Fields
- Customizable Forms
- Customizable Invoices
- Customizable Reports
- Customizable Templates
- Dashboard
- Data Extraction
- Data Import/Export
- Data Security
- Data Visualization
- Digital Signature
- Discount Management
- Document Automation
- Document Capture
- Document Classification
- Document Generation
- Document Management
- Document Review
- Document Storage
- Document Templates
- Drag & Drop
- Electronic Payments
- Electronic Signature
- Email Alerts
- Email Management
- Email Marketing
- Employee Database
- Employee Management
- Engagement Tracking
- Field Sales Management
- File Conversion
- File Management
- File Sharing
- For AEC Industry
- For Insurance Industry
- Forecasting
- Forms Creation & Design
- Forms Management
- Full Text Search
- Government Contracts
- Guided Selling
- HIPAA Compliant
- HR Management
- IT Asset Management
- Incident Management
- Insurance Management
- Interaction Tracking
- Inventory Management
- Invoice Creation
- Invoice History
- Invoice Processing
- Knowledge Base Management
- Lead Management
- Live Chat
- Mobile Access
- Mobile App
- Mobile Payments
- Mobile Signature Capture
- Monitoring
- Multi-Channel Communication
- Multi-Currency
- Multi-Language
- Multi-Party Signing
- Offboarding
- Onboarding
- Online Invoicing
- Opportunity Management
- Payment Processing
- Performance Management
- Performance Metrics
- Pipeline Management
- Pre-built Templates
- Price and Cost Calculations
- Price/Margin Management
- Pricing Management
- Pricing and Cost Calculations
- Problem Management
- Procurement Management
- Product Catalog
- Product Configurator
- Progress Tracking
- Project Management
- Project Workflow
- Projections
- Proposal Generation
- Proposal Management
- Quotes/Estimates
- RFP Management
- Real-Time Chat
- Real-Time Data
- Real-Time Notifications
- Real-Time Reporting
- Recurring/Subscription Billing
- Referral Tracking
- Release Management
- Reminders
- Renewal Management
- Reporting & Statistics
- Reporting/Analytics
- Role-Based Permissions
- SSL Security
- Sales Activity Management
- Sales Automation
- Sales Pipeline Management
- Sales Trend Analysis
- Search
- Search/Filter
- Secure Data Storage
- Secure File Viewer
- Self Service Portal
- Sell Side (Customers)
- Service Level Agreement (SLA) Management
- Single Sign On
- Specialty Contracts
- Status Tracking
- Support Ticket Management
- Surveys & Feedback
- Tagging
- Task Management
- Tax Calculation
- Team Collaboration
- Template Management
- Templates
- Third-Party Integrations
- Ticket Management
- Training Management
- User Management
- Vendor Master Data Management
- Version Control
- Web Forms
- Workflow Automation
- Workflow Configuration
- Workflow Management
- Total features87
- AI Redlining
- API
- Access Controls/Permissions
- Accounting Integration
- Activity Dashboard
- Activity Tracking
- Alerts/Escalation
- Alerts/Notifications
- Approval Process Control
- Approval Workflow
- Archiving & Retention
- Asset Tracking
- Audit Management
- Audit Trail
- Authentication
- Automated Quoting
- Automated Routing
- Availability Management
- Billing & Invoicing
- Billing Portal
- Bulk Uploading
- Business Process Automation
- Buy Side (Suppliers)
- CRM
- CRM Integration
- Catalog Management
- Change Management
- Chat/Messaging
- Collaboration Tools
- Completion Tracking
- Compliance Management
- Compliance Tracking
- Configurable Workflow
- Configuration Management
- Contact Database
- Contact Management
- Content Library
- Content Management
- Contract Drafting
- Contract Negotiation
- Contract/License Management
- Customer Database
- Customizable Branding
- Customizable Dashboard
- Customizable Fields
- Customizable Forms
- Customizable Invoices
- Customizable Reports
- Customizable Templates
- Dashboard
- Data Extraction
- Data Import/Export
- Data Security
- Data Visualization
- Digital Signature
- Discount Management
- Document Automation
- Document Capture
- Document Classification
- Document Generation
- Document Management
- Document Review
- Document Storage
- Document Templates
- Drag & Drop
- Electronic Payments
- Electronic Signature
- Email Alerts
- Email Management
- Email Marketing
- Employee Database
- Employee Management
- Engagement Tracking
- Field Sales Management
- File Conversion
- File Management
- File Sharing
- For AEC Industry
- For Insurance Industry
- Forecasting
- Forms Creation & Design
- Forms Management
- Full Text Search
- Government Contracts
- Guided Selling
- HIPAA Compliant
- HR Management
- IT Asset Management
- Incident Management
- Insurance Management
- Interaction Tracking
- Inventory Management
- Invoice Creation
- Invoice History
- Invoice Processing
- Knowledge Base Management
- Lead Management
- Live Chat
- Mobile Access
- Mobile App
- Mobile Payments
- Mobile Signature Capture
- Monitoring
- Multi-Channel Communication
- Multi-Currency
- Multi-Language
- Multi-Party Signing
- Offboarding
- Onboarding
- Online Invoicing
- Opportunity Management
- Payment Processing
- Performance Management
- Performance Metrics
- Pipeline Management
- Pre-built Templates
- Price and Cost Calculations
- Price/Margin Management
- Pricing Management
- Pricing and Cost Calculations
- Problem Management
- Procurement Management
- Product Catalog
- Product Configurator
- Progress Tracking
- Project Management
- Project Workflow
- Projections
- Proposal Generation
- Proposal Management
- Quotes/Estimates
- RFP Management
- Real-Time Chat
- Real-Time Data
- Real-Time Notifications
- Real-Time Reporting
- Recurring/Subscription Billing
- Referral Tracking
- Release Management
- Reminders
- Renewal Management
- Reporting & Statistics
- Reporting/Analytics
- Role-Based Permissions
- SSL Security
- Sales Activity Management
- Sales Automation
- Sales Pipeline Management
- Sales Trend Analysis
- Search
- Search/Filter
- Secure Data Storage
- Secure File Viewer
- Self Service Portal
- Sell Side (Customers)
- Service Level Agreement (SLA) Management
- Single Sign On
- Specialty Contracts
- Status Tracking
- Support Ticket Management
- Surveys & Feedback
- Tagging
- Task Management
- Tax Calculation
- Team Collaboration
- Template Management
- Templates
- Third-Party Integrations
- Ticket Management
- Training Management
- User Management
- Vendor Master Data Management
- Version Control
- Web Forms
- Workflow Automation
- Workflow Configuration
- Workflow Management
Integrations
- Total integrations46
- Actionstep
- Acuity Scheduling
- Adobe Acrobat
- Agentforce
- Airtable
- Applied Epic
- Asana
- Attio
- BambooHR
- Chargebee
- Claris FileMaker
- Claude
- Claude Code
- Delphi AI
- Docusign
- Dynamics 365 Business Central
- Dynamics 365 Sales
- Freshsales
- Google Ads
- Google Docs
- Google Maps
- Google Translate
- Greenhouse
- HighLevel
- HubSpot Agent Hub
- HubSpot Marketing Hub
- HubSpot Sales Hub
- Intelerad
- JazzHR
- Jira
- JobDiva
- LeadSimple
- LogMeIn Rescue
- MK
- Microsoft 365
- Microsoft Azure
- Microsoft Excel
- Microsoft Outlook
- Microsoft Project Server Subscription Edition
- Microsoft Teams
- Microsoft Word
- NetSuite
- Okta
- OneLogin
- Pipedrive
- QuickBooks Online
- QuickBooks Online Advanced
- Sage CRM
- Salesforce Sales Cloud
- Square Point of Sale
- Windows 11
- Woodstock Optimization Studio
- Xero
- Zapier
- Zendesk AI
- Zoho CRM
- Zoom Workplace
- authorize.net
- monday CRM
- Total integrations15
- Actionstep
- Acuity Scheduling
- Adobe Acrobat
- Agentforce
- Airtable
- Applied Epic
- Asana
- Attio
- BambooHR
- Chargebee
- Claris FileMaker
- Claude
- Claude Code
- Delphi AI
- Docusign
- Dynamics 365 Business Central
- Dynamics 365 Sales
- Freshsales
- Google Ads
- Google Docs
- Google Maps
- Google Translate
- Greenhouse
- HighLevel
- HubSpot Agent Hub
- HubSpot Marketing Hub
- HubSpot Sales Hub
- Intelerad
- JazzHR
- Jira
- JobDiva
- LeadSimple
- LogMeIn Rescue
- MK
- Microsoft 365
- Microsoft Azure
- Microsoft Excel
- Microsoft Outlook
- Microsoft Project Server Subscription Edition
- Microsoft Teams
- Microsoft Word
- NetSuite
- Okta
- OneLogin
- Pipedrive
- QuickBooks Online
- QuickBooks Online Advanced
- Sage CRM
- Salesforce Sales Cloud
- Square Point of Sale
- Windows 11
- Woodstock Optimization Studio
- Xero
- Zapier
- Zendesk AI
- Zoho CRM
- Zoom Workplace
- authorize.net
- monday CRM
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