Compare Keap and PandaDoc

Comparison

Keap Logo

Keap

Keap helps 125,000+ businesses achieve their goals with CRM and sales and marketing automation. Find out more
PandaDoc Logo

PandaDoc

Accelerate every stage of the lead and sales management (deal cycle) with PandaDoc. Find out more
Try KeapTry PandaDoc
Why you should consider it
  • Companies using PandaDoc see an average increase of 28% in their close rates.
  • PandaDoc customers report a 60% reduction in document creation time.
  • PandaDoc users close deals 30% faster than the industry average.
What are the benefits?
  • Easy Electronic Signatures
  • Efficient Document Management
  • Increased Productivity
  • Streamlined Sales Workflow
Things to look out for
  • Limited customization options
  • May have a learning curve
  • Pricing can be high
  • Some features require add-ons
Who is it for?
  • Marketing Agencies
  • Small Business Owners
  • Marketing Agencies
  • Small Business Owners
Features
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Marketing Agencies

Keap

Keap helps 125,000+ businesses achieve their goals with CRM and sales and marketing automation.

CRM

Keap’s client management system improves organization, increases efficiency, and delights your clients every step of the way. Let the software handle the follow-up and get you paid while you focus on providing great service.

Sales Pipeline

Track and manage your leads and clients throughout the entire sales process with one single view. Track opportunities from stage to stage based on specific actions.

Sales and Marketing Automation

Use the powerful Advanced Automations to automatically nurture leads to paying clients. Send personalized messages based on key actions, tags, and events. Or use Easy Automation to set up quick, pre-built campaigns to save you time.

Appointments

Let your leads schedule meetings with you online using Appointments. Easily make schedule adjustments and never miss a meeting.

Quotes and Payments

Make it easy for customers to choose you and pay you. Collect payment through WePay, PayPal and Stripe.

Integrations

Be more efficient and productive by connecting your data, applications, and devices from across your business. All your favourites including Gmail, Outlook, Zapier and Quickbooks are readily available.


PandaDoc

Accelerate every stage of the lead and sales management (deal cycle) with PandaDoc.

Join 23,000+ companies accelerating deals with PandaDoc.

Upgrade your eSignatures with true document automation

Document automation from PandaDoc simply allows revenue teams to get more deals done. Not only can you make it easier for salespeople to create beautiful documents, you’ll also have the insights you need to create a more predictable, repeatable, and scalable pipeline.

Beyond eSignature: Document automation for fast-moving teams

Improve your document workflow to allow for increased productivity and to deliver an amazing experience for your customers.

Help & Support

What is Pandadoc?
Pandadoc is an all-in-one document automation software that helps businesses streamline the process of creating, approving, and eSigning proposals, quotes, contracts, and other sales collateral.
How does Pandadoc work?
Pandadoc works by providing a platform for businesses to create, send, track, and eSign documents. Users can choose from a variety of templates, customize them to fit their needs, and then send them to recipients for signature. The platform also includes analytics and reporting features to help businesses track the success of their sales collateral.
What types of documents can be created with Pandadoc?
Pandadoc can be used to create a variety of documents including proposals, quotes, contracts, agreements, and other sales collateral.
What are the benefits of using Pandadoc?
The benefits of using Pandadoc include streamlined document creation and approval processes, improved collaboration between team members, faster sales cycles, and increased visibility into document status and success rates.
Is Pandadoc secure?
Yes, Pandadoc is secure. The platform uses SSL encryption to protect data in transit, and all documents are stored securely in the cloud. The platform also includes access controls and audit trails to ensure that only authorized users can access sensitive data.
What integrations does Pandadoc offer?
Pandadoc offers integrations with a variety of CRM, payment, and other business applications including Salesforce, HubSpot, Stripe, and PayPal.
What is the pricing for Pandadoc?
Sorry, pricing information is excluded from this exercise.

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