PandaDoc vs TrussNote
PandaDoc
pandadoc.comTrussNote
trussnote.comSide by side
| Figure | PandaDoc | TrussNote |
|---|---|---|
| Price from | $19/mo | $199/mo |
| Free plan | Yes | — |
| Free trial | Yes | Yes |
| Open source | — | — |
| Web | Yes | Yes |
| iOS | Yes | — |
| Android | Yes | — |
| API | Yes | — |
| Plans published | 10 | 4 |
| Spec score · Proposal Software | 9.4 (#1) | 7.7 (#69) |
| Client activity tracking | Yes | Yes |
| CRM integrations | Yes | No |
| Custom branding | Yes | Yes |
| Built-in e-signatures | Yes | Yes |
| Free plan | Yes | No |
| Integrations | Featured integrations include HubSpot, Salesforce, Pipedrive, monday.com, Stripe, Square, Zapier, Slack and Greenhouse. | Direct integrations with Procore and Autodesk are described as being on the roadmap; users can currently export PDFs and structured data. |
| Security | PandaDoc is SOC 2 Type 2 certified and hosts services on Amazon AWS. | The company says data is encrypted in transit and at rest, runs on US-based infrastructure, and uses row-level security on database queries. |
| Support | The pricing page lists 24/7 email and chat support for the Free and Starter plans. | The Help Center says its support team typically responds within one business day; plan support ranges from email to priority or dedicated support. |
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
TrussNote
- TrialPrice not published
- Starter$199 a month
- Business$499 a month
- Enterprise$1,499 a month
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.