PandaDoc vs Sertifi

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.

Sertifi provides hospitality-focused electronic signatures, payment collection, and card-authorization tools for businesses handling contracts and closing business. Users can send contracts, banquet event orders, and other paperwork for signature, request payment with signatures, and track requests with automatic reminders. Payment support includes card-not-present event deposits and final payments, scheduled deposits, and ACH through SertifiPay or an integrated gateway. Authorization forms capture card information with instant verification and Kount-powered fraud scoring. Signed documents remain in the Sertifi portal for one year, while the PDF emailed at signing remains available indefinitely. Listed integrations include Amadeus Delphi.fdc, Infor HMS and Sales & Catering, Oracle OPERA Cloud, Salesforce, Authorize.net, Stripe, and payment processors. Security details include TLS 1.2, encrypted storage, audit trails, PCI Level 1 validation, SOC 1 Type 2, SOC 2 Type 2, and HIPAA compliance. The service has web and API access, bulk sending, templates, SMS authentication, and both signature-order options. Pricing is on request; a Free Travel Company Authorizations plan is listed at free.