Compare PandaDoc and Zoho CRM

Comparison

PandaDoc Logo

PandaDoc

Accelerate every stage of the lead and sales management (deal cycle) with PandaDoc. Find out more
Zoho CRM Logo

Zoho CRM

Zoho CRM is an online Sales CRM software that manages your sales, marketing and support in one CRM platform. Rated The Best CRM System of 2022. Sign up for free. Find out more
Try PandaDocTry Zoho CRM
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.
  • Zoho CRM has been awarded the Capterra Top 20 Most Popular CRM Software Award for the past 3 years
  • Zoho CRM has been featured in the Gartner Magic Quadrant for CRM Lead Management for the past 5 years
  • Zoho CRM has over 150,000 customers worldwide
What are the benefits?
  • Easy Electronic Signatures
  • Efficient Document Management
  • Increased Productivity
  • Streamlined Sales Workflow
  • Affordable Price
  • Customizable
  • Easy Setup
  • User Friendly
Things to look out for
  • Limited customization options
  • May have a learning curve
  • Pricing can be high
  • Some features require add-ons
  • Costs
  • Integrations
  • Security
  • Support
Who is it for?
  • Marketing Agencies
  • Small Business Owners
  • Customer Service Teams
  • Freelancers
  • Marketing Teams
  • Sales Teams
  • Small Business Owners
  • Startups
Features
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Marketing Agencies

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.

Zoho CRM

Zoho CRM is a comprehensive customer relationship management (CRM) platform designed to help businesses of all sizes manage their customer relationships. It offers a wide range of features and tools to help businesses streamline their sales, marketing, customer service, and other customer-facing operations. Zoho CRM is suitable for businesses of all sizes, from small businesses to large enterprises.

Key Benefits and Features

How It Compares to Competitors

Zoho CRM is a comprehensive CRM platform that offers a wide range of features and tools to help businesses manage their customer relationships. It is competitively priced and offers a wide range of integrations with other Zoho products. It is also easy to use and has a mobile app for on-the-go access. Compared to other CRM platforms, Zoho CRM is a great option for businesses of all sizes.

Help & Support

What is Zoho CRM?
Zoho CRM is a cloud-based customer relationship management (CRM) platform that helps businesses of all sizes to manage their customer relationships, sales, and marketing activities.
What features does Zoho CRM offer?
Zoho CRM offers a range of features, including contact management, lead management, sales automation, marketing automation, customer support, analytics, and more.
What type of businesses can use Zoho CRM?
Zoho CRM is suitable for businesses of all sizes, from small businesses to large enterprises.
What platforms does Zoho CRM support?
Zoho CRM is available on web, mobile, and desktop platforms, including Windows, Mac, iOS, and Android.
Does Zoho CRM offer a free trial?
Yes, Zoho CRM offers a free 15-day trial for all plans.
Does Zoho CRM offer customer support?
Yes, Zoho CRM offers customer support via phone, email, and live chat.

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