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PandaDoc vs Indy Comparison (2026)
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Good recommendations?
Overview
Save time and reduce errors during your contract management process with PandaDoc.
Indy is an all-in-one admin solution that enables a seamless workflow from your first proposal to a client to the final invoice payment and everything in between. Indy is designed for freelancers, entrepreneurs, and business owners who want to level up their productivity and grow their businesses.
- 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
No videos yet
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 app4.7
103
5
4
3
2
1
76
22
5
0
0
- Value for money
- Ease of use
- Features
- Customer support
84%
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
“Instead of having to purchase or pay subscriptions for multiple software solutions, I can just use Indy and have access to a CRM, invoicing and payment platform, time tracking tool, contract manager/creator, and more.”
Gary H.
Marketing Specialist
“Some features of Indy are paywalled behind a higher tier. While this is not a dealbreaker when using the software, some more advanced features such as time tracking and time tracking invoice integration are not available to entry-level users.”
Gary H.
Marketing Specialist
“I use it for my day to day onboarding and offboarding”
JK
Jasmine K.
CEO
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
“PandaDoc has the occasional minor bug and its performance can be slower sometimes with large documents.”
EB
Emma B.
Community Manager
Cons
“What i dislike about this platform is that the app for the phone is not as intuitive and does not have the same capabilities as you do on desktop.”
VC
Vivian C.
Ceo
“Additionally, a "discount" line item appear and cannot be removed; it's a bad optic to show a client "hey, some people get a discount but not YOU.”
RN
Ryan N.
UX designer
“The only thing I didn't like is that once you start editing the contract on your own, you are not able to go back to the other mode.”
DB
Daniela B.
Project Coordinator
- Vendor responds to reviews
- Last review2 months ago
- Vendor responds to reviews
- Last review2 years ago
Key features
- Total features141
- AI Redlining
- API
- Access Controls/Permissions
- Accounting Integration
- Activity Dashboard
- Activity Tracking
- Alerts/Notifications
- Approval Process Control
- Approval Workflow
- Archiving & Retention
- Audit Management
- Audit Trail
- Authentication
- Automated Quoting
- Automatic Formatting
- Billable & Non-Billable Hours
- Billing & Invoicing
- Billing Portal
- Bulk Uploading
- Business Process Automation
- CRM
- CRM Integration
- Calendar Management
- Catalog Management
- Client Portal
- Collaboration Tools
- Completion Tracking
- Compliance Management
- Compliance Tracking
- Configurable Workflow
- Contact Database
- Contact Management
- Content Library
- Content Management
- Contract Drafting
- Contract/License Management
- Credit Card Processing
- Customer Database
- Customizable Branding
- Customizable Dashboard
- Customizable Fields
- Customizable Forms
- Customizable Invoices
- Customizable Reports
- Customizable Templates
- Data Capture and Transfer
- Data Extraction
- Data Import/Export
- Data Security
- Deadline Management
- 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 Management
- Email Marketing
- Employee Database
- Employee Management
- Engagement Tracking
- Estimating
- Field Sales Management
- File Conversion
- File Management
- File Sharing
- For AEC Industry
- Forecasting
- Forms Creation & Design
- Forms Management
- Full Text Search
- Guided Selling
- HIPAA Compliant
- HR Management
- Hourly Billing
- Invoice Creation
- Invoice History
- Invoice Management
- Invoice Processing
- Knowledge Base Management
- Live Chat
- Mobile Access
- Mobile App
- Mobile Payments
- Mobile Signature Capture
- Monitoring
- Multi-Currency
- Multi-Party Signing
- Multiple Billing Rates
- Offline Time Tracking
- Onboarding
- Online Invoicing
- Online Time Tracking
- 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
- Prioritization
- Product Catalog
- Product Configurator
- Progress Tracking
- Project Billing
- Project Planning
- Project Time Tracking
- Project Tracking
- Project Workflow
- Projections
- Proposal Generation
- Proposal Management
- Quotes/Estimates
- RFP Management
- Real-Time Data
- Real-Time Notifications
- Real-Time Reporting
- Real-Time Updates
- Recurring/Subscription Billing
- Referral Tracking
- Reminders
- Renewal Management
- Reporting & Statistics
- Reporting/Analytics
- Role-Based Permissions
- SSL Security
- Sales Activity Management
- Sales Automation
- Sales Tax Management
- Sales Trend Analysis
- Search/Filter
- Secure Data Storage
- Secure File Viewer
- Sell Side (Customers)
- Single Sign On
- Specialty Contracts
- Status Tracking
- Surveys & Feedback
- Tagging
- Task Board View
- Task Editing
- Task Management
- Task Progress Tracking
- Task Scheduling
- Task Tagging
- Tax Calculation
- Team Collaboration
- Template Management
- Templates
- Third-Party Integrations
- Time Tracking
- Timesheet Management
- To-Do List
- Training Management
- User Management
- Version Control
- Web Forms
- Workflow Automation
- Workflow Configuration
- Workflow Management
- Total features85
- AI Redlining
- API
- Access Controls/Permissions
- Accounting Integration
- Activity Dashboard
- Activity Tracking
- Alerts/Notifications
- Approval Process Control
- Approval Workflow
- Archiving & Retention
- Audit Management
- Audit Trail
- Authentication
- Automated Quoting
- Automatic Formatting
- Billable & Non-Billable Hours
- Billing & Invoicing
- Billing Portal
- Bulk Uploading
- Business Process Automation
- CRM
- CRM Integration
- Calendar Management
- Catalog Management
- Client Portal
- Collaboration Tools
- Completion Tracking
- Compliance Management
- Compliance Tracking
- Configurable Workflow
- Contact Database
- Contact Management
- Content Library
- Content Management
- Contract Drafting
- Contract/License Management
- Credit Card Processing
- Customer Database
- Customizable Branding
- Customizable Dashboard
- Customizable Fields
- Customizable Forms
- Customizable Invoices
- Customizable Reports
- Customizable Templates
- Data Capture and Transfer
- Data Extraction
- Data Import/Export
- Data Security
- Deadline Management
- 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 Management
- Email Marketing
- Employee Database
- Employee Management
- Engagement Tracking
- Estimating
- Field Sales Management
- File Conversion
- File Management
- File Sharing
- For AEC Industry
- Forecasting
- Forms Creation & Design
- Forms Management
- Full Text Search
- Guided Selling
- HIPAA Compliant
- HR Management
- Hourly Billing
- Invoice Creation
- Invoice History
- Invoice Management
- Invoice Processing
- Knowledge Base Management
- Live Chat
- Mobile Access
- Mobile App
- Mobile Payments
- Mobile Signature Capture
- Monitoring
- Multi-Currency
- Multi-Party Signing
- Multiple Billing Rates
- Offline Time Tracking
- Onboarding
- Online Invoicing
- Online Time Tracking
- 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
- Prioritization
- Product Catalog
- Product Configurator
- Progress Tracking
- Project Billing
- Project Planning
- Project Time Tracking
- Project Tracking
- Project Workflow
- Projections
- Proposal Generation
- Proposal Management
- Quotes/Estimates
- RFP Management
- Real-Time Data
- Real-Time Notifications
- Real-Time Reporting
- Real-Time Updates
- Recurring/Subscription Billing
- Referral Tracking
- Reminders
- Renewal Management
- Reporting & Statistics
- Reporting/Analytics
- Role-Based Permissions
- SSL Security
- Sales Activity Management
- Sales Automation
- Sales Tax Management
- Sales Trend Analysis
- Search/Filter
- Secure Data Storage
- Secure File Viewer
- Sell Side (Customers)
- Single Sign On
- Specialty Contracts
- Status Tracking
- Surveys & Feedback
- Tagging
- Task Board View
- Task Editing
- Task Management
- Task Progress Tracking
- Task Scheduling
- Task Tagging
- Tax Calculation
- Team Collaboration
- Template Management
- Templates
- Third-Party Integrations
- Time Tracking
- Timesheet Management
- To-Do List
- Training Management
- User Management
- Version Control
- Web Forms
- Workflow Automation
- Workflow Configuration
- Workflow Management
Integrations
- Total integrations45
- Actionstep
- Acuity Scheduling
- Adobe Acrobat
- Agentforce
- Airtable
- Applied Epic
- Asana
- Attio
- BambooHR
- Chargebee
- Claris FileMaker
- Claude
- Claude Code
- Delphi AI
- Dynamics 365 Sales
- Freshsales
- Google Ads
- Google Translate
- Greenhouse
- HighLevel
- HubSpot Agent Hub
- HubSpot Marketing Hub
- HubSpot Sales Hub
- Intelerad
- JazzHR
- Jira
- JobDiva
- LeadSimple
- MK
- Microsoft Outlook
- Microsoft Project Server Subscription Edition
- Microsoft Teams
- Microsoft Word
- NetSuite
- Pipedrive
- QuickBooks Online
- Sage CRM
- Square Point of Sale
- Windows 11
- Woodstock Optimization Studio
- Zapier
- Zoho CRM
- Zoom Workplace
- authorize.net
- monday CRM
- Total integrationsN/A
- Actionstep
- Acuity Scheduling
- Adobe Acrobat
- Agentforce
- Airtable
- Applied Epic
- Asana
- Attio
- BambooHR
- Chargebee
- Claris FileMaker
- Claude
- Claude Code
- Delphi AI
- Dynamics 365 Sales
- Freshsales
- Google Ads
- Google Translate
- Greenhouse
- HighLevel
- HubSpot Agent Hub
- HubSpot Marketing Hub
- HubSpot Sales Hub
- Intelerad
- JazzHR
- Jira
- JobDiva
- LeadSimple
- MK
- Microsoft Outlook
- Microsoft Project Server Subscription Edition
- Microsoft Teams
- Microsoft Word
- NetSuite
- Pipedrive
- QuickBooks Online
- Sage CRM
- Square Point of Sale
- Windows 11
- Woodstock Optimization Studio
- Zapier
- Zoho CRM
- Zoom Workplace
- authorize.net
- monday CRM
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