ClientPoint vs PandaDoc
ClientPoint
clientpoint.net
PandaDoc
pandadoc.comSide by side
| Figure | ClientPoint | PandaDoc |
|---|---|---|
| Price from | $42/mo | $19/mo |
| Free plan | — | Yes |
| Free trial | — | Yes |
| Open source | — | — |
| Web | Yes | Yes |
| iOS | — | Yes |
| Android | — | Yes |
| API | — | Yes |
| Plans published | 1 | 10 |
| Spec score · Quote Management Software | 7.4 (#15) | 8.8 (#2) |
| Spec score · Proposal Management Software | 7.4 (#22) | 9.0 (#2) |
| Spec score · Proposal Software | 7.2 (#104) | 9.4 (#1) |
| Spec score · Sales Presentation Software | 7.3 (#28) | 8.9 (#3) |
| Analytics and reporting | Yes | Yes |
| Client activity tracking | Yes | Yes |
| CRM integrations | Yes | Yes |
| Custom branding | Yes | Yes |
| Built-in e-signatures | Yes | Yes |
| Founded | 2008 | 2013 |
| Free plan | Yes | Yes |
| Headquarters | Carlsbad, California, United States | San Francisco, California, USA |
| Online payment collection | Yes | Yes |
Plans
PandaDoc
- FreeFree
- FreeFree
- Starter$19 a month
- Starter$35 a month
- Business$49 a month
- Business$65 a month
- FreeFree
- Starter$19 a month
- Business$49 a month
- EnterprisePriced on request
In their own words
ClientPoint
ClientPoint has no write-up on Specifiction yet; its figures are above.
PandaDoc
PandaDoc automates proposals, quotes, and contracts through document creation, sending, signing, and tracking workflows. Templates, rich media, and a drag-and-drop editor support agreement creation, while real-time editing, comments, and approval workflows let teams review documents before delivery. Recipients can sign electronically, and notifications, reminders, and reporting show when documents are opened, viewed, or completed. Document workflows can include product catalogs, Configure-Price-Quote tools, and payment collection. Integrations include Salesforce, HubSpot CRM, Pipedrive, Stripe, Slack, Canva, and Dropbox; the platform also provides an API and document embedding. The free plan allows 60 documents per year and up to two recipients per document, with unlimited storage and users; downloads are PDF only. Paid plans start at $19 per user per month billed annually. PandaDoc offers a mobile app for creating, viewing, tracking, signing, and uploading documents, but accounts with pandadoc.eu addresses cannot use it. PandaDoc states that it is E-SIGN, UETA, and HIPAA compliant and SOC 2 certified.