PandaDoc vs Sequence CPQ
PandaDoc
pandadoc.comSequence CPQ
sequencehq.comSide by side
| Figure | PandaDoc | Sequence CPQ |
|---|---|---|
| Price from | $19/mo | $799/mo |
| Free plan | Yes | — |
| Free trial | Yes | Yes |
| Open source | — | — |
| Web | Yes | Yes |
| iOS | Yes | — |
| Android | Yes | — |
| API | Yes | Yes |
| Plans published | 10 | 3 |
| Spec score · Proposal Software | 9.4 (#1) | 8.4 (#21) |
| Spec score · Quote Management Software | 8.8 (#2) | 7.9 (#8) |
| Analytics and reporting | Yes | Yes |
| Client activity tracking | Yes | Yes |
| CRM integrations | Yes | Yes |
| Built-in e-signatures | Yes | Yes |
| Free plan | Yes | No |
| Headquarters | San Francisco, California, USA | The company site says Sequence is built in London and New York. |
| Integrations | Featured integrations include HubSpot, Salesforce, Pipedrive, monday.com, Stripe, Square, Zapier, Slack and Greenhouse. | The CPQ page lists Salesforce, HubSpot, Attio, Dropbox Sign, QuickBooks, Xero, NetSuite, Rillet, Stripe, GoCardless, and other integrations. |
| Security | PandaDoc is SOC 2 Type 2 certified and hosts services on Amazon AWS. | Sequence's pricing page lists ISO 27001, SOC 2, and GDPR among its enterprise-level security standards and certifications. |
| Support | The pricing page lists 24/7 email and chat support for the Free and Starter plans. | The Growth plan includes basic support, Core includes priority support, and Scale includes engineer support, a shared Slack channel, and support SLAs. |
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
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.
Sequence CPQ
Sequence CPQ creates web-based proposals for B2B deals with custom terms, negotiated pricing and contracts that do not fit standard templates. Quotes can use linear, volume, graduated, packaged or percentage-based pricing, along with usage tiers, ramp pricing, fee thresholds and credit burndowns. The editor supports templates, flexible content blocks, smart variables and attachments. After a quote is signed, Sequence creates a billing schedule and generates invoices that can account for usage, seats, proration, mid-cycle changes and overages. Quotes support Dropbox Sign, configurable signers and signing order, passwordless magic links and prospect activity tracking. Teams can set approval rules, receive Slack alerts, apply quote guardrails and review a timestamped audit trail. Listed integrations include Salesforce, HubSpot, Attio, accounting and payment services; API access and webhooks are also included connector features. Sequence CPQ runs on web and through an API. Growth costs $799 a month; Core and Scale have bespoke pricing. There is no free plan, though a free trial is listed.