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Just the Facts: PandaDoc vs. DocuSign


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The slide deck from a recent webinar where we did a side-by-side comparison of PandaDoc and DocuSign.

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Just the Facts: PandaDoc vs. DocuSign

  2. 2. Housekeeping • 45-minute presentation with Q&A at the end • Type questions into the "question box" to submit them throughout the presentation • We'll send a copy of the deck and recording of the webinar in follow-up emails after the event #LearningWithBrainSell
  3. 3. Presenter #LearningWithBrainSell Sonja Fridell President
  4. 4. About BrainSell • Founded in 1994 • A growth enablement company • We help companies thrive by solving their business challenges with guidance and technology. • Specialize in ERP, CRM, Business Intelligence, Customer Service and Marketing Automation technologies #LearningWithBrainSell
  5. 5. Agenda  Features Comparison  CRM Integrations  Demo of PandaDoc and DocuSign  Cost Comparison  Live Q&A #LearningWithBrainSell
  6. 6. Features Comparison Feature DocuSign PandaDoc Legally-binding eSignatures Y Y Custom Template Library Y Y Upload PDF Forms Y Y Activities Notifications Y Y Payments Collection Y Y Custom Workflows $ Y Custom Branding $ Y CRM Integrations $ Y Audit Trail Y Y Sandbox API Y Y
  7. 7. Features Comparison Feature DocuSign PandaDoc Unlimited Documents and eSignatures N Team Plans Create and Edit Documents N Y Automate Document Generation with CRM Data N Y Document Analytics N Y Team Performance Reporting N Y Central Content Library N Y Lock and Share Content N Y Merge Fields (Tokens) N Y Dynamic Pricing Tables and Product Catalog N Y
  8. 8. CRM Integrations +9 More!
  9. 9. Demo vs.
  10. 10. Cost Comparison: PandaDoc Plan Cost /month per user All standard features plus Individual Basics for creating and eSigning proposals, quotes, and contracts. For a maximum of 2 users. $9 • 60 documents per year • Document editor • 2 users maximum eSignature Truly unlimited documents, templates, and eSignatures. For a minimum of 5 users. $25 • Unlimited documents • Document converter • Minimum 5 users • Signer attachments Business Essential for growing businesses looking to streamline their processes and accelerate deals. $49 • Unlimited documents • Document editor • Approval workflows • Standard integrations • Content library Enterprise Ideal for companies with complex workflows for better control over content and users. Custom Quote • Unlimited documents • Document editor • Conditional approvals • Premium integrations • Team reporting • Content locking • Custom roles and SSO • Unlimited workspaces • Bulk send and in-person signing • Embedded signing
  11. 11. Cost Comparison: DocuSign eSignature Plan Cost /month per user All standard features plus Personal 1 user $10 • Send documents for eSignature: 5/month • Basic fields • Mobile app Standard Up to 3 users online $25 Personal plus: • Reminders & notifications • Personalized branding Business Pro Up to 3 users online $40 Standard plus: • Collect Payments • Advanced fields • Signer attachments • Bulk Send Advanced Solutions Custom Quote Business Pro plus: • Integrations, connectors • API's • SSO • Enterprise level support • Embedded signing • Admin/User management • Advanced branding • Customizable usage limits
  12. 12. Q&A #LearningWithBrainSell
  13. 13. Thank You For Attending! Learn more about which tool is the right fit for your business: (866) 356-2654 Follow us on Twitter: @BrainSell #LearningWithBrainSell