Epicor Kinetic vs PandaDoc

Epicor Kinetic is a cloud ERP for manufacturers, focused on discrete and make-to-order production. Its functions cover manufacturing operations and finance, including production, scheduling, supply chain, purchasing, accounts payable, accounts receivable, and general ledger. Planning tools address forecasting, material requirements, advanced planning and scheduling, and sourcing. Production data collection and IoT-enabled MES capabilities support monitoring of equipment, efficiency, and quality metrics. Application Studio provides no-code and low-code tools for configuring interfaces and workflows. Kinetic offers a responsive browser-based experience for access across devices, alongside REST APIs, EDI, B2B integrations, and partner connections using JSON and XML. Its REST services follow OData v4 and can connect with Excel and Power BI. Deployment is described as hybrid, and listed platforms include Android, iOS, web, Windows, API, and self-hosted. The Select cloud package includes daily backups retained for 30 days, in-region disaster recovery, monthly updates, and a historic 99.98% SLA. Pricing is available on request; concurrent user licenses are not tied to a device or named user.

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.