PandaDoc vs Upland Qvidian
PandaDoc
pandadoc.comUpland Qvidian
uplandsoftware.comSide by side
| Figure | PandaDoc | Upland Qvidian |
|---|---|---|
| Price from | $19/mo | — |
| Free plan | Yes | — |
| Free trial | Yes | — |
| Open source | — | — |
| Web | Yes | Yes |
| Windows | — | Yes |
| macOS | — | Yes |
| iOS | Yes | — |
| Android | Yes | — |
| API | Yes | Yes |
| Plans published | 10 | 2 |
| Spec score · Proposal Software | 9.4 (#1) | 8.3 (#26) |
| Spec score · Proposal Management Software | 9.0 (#2) | 7.7 (#15) |
| Analytics and reporting | Yes | Yes |
| Collaboration | Real-time editing, comments and approval workflows support internal collaboration before delivery. | The product offers custom permissions, in-product messaging, review workflows, and audit tracking for team collaboration. |
| CRM integrations | Yes | Yes |
| Custom branding | Yes | Yes |
| Founded | 2013 | 1977 |
| Headquarters | San Francisco, California, USA | Austin, Texas, United States |
| Mobile limitation | Users with pandadoc.eu accounts cannot use the mobile app at this time. | The system requirements explicitly say Qvidian functionality is not supported on mobile devices. |
| Security certifications | PandaDoc states that it is E-SIGN, UETA, HIPAA compliant and SOC 2 certified. | Qvidian product pages state GDPR, SSAE 16 Type II and ISO 27001 compliance or certification. |
| Support | The pricing page lists 24/7 email and chat support for the Free and Starter plans. | Upland describes a support team that helps solve customer problems and provides outcome-focused implementation and deployment services. |
| What it does | PandaDoc automates proposals, quotes and contracts through document creation, sending, signing and tracking workflows. | Qvidian is cloud software for automating RFP responses, sales proposals and related documents. |
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
Upland Qvidian
- Custom enterprise quotePriced on request
- QvidianPriced 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.
Upland Qvidian
Upland Qvidian helps enterprise sales and proposal teams prepare personalized, branded proposals and respond to RFPs and other requests. Its automation supports answering, content generation, and document analysis, while AI Assist can create or revise material and query documents. A content library lets teams tag and segment material by product, region, team, department, or language. Qvidian supports proposal workflows centered on Microsoft Word and PowerPoint. Users can start proposals from Salesforce and import CRM data; mapped details such as pricing can be refreshed when Salesforce records change. Collaboration tools include permissions, in-product messaging, review workflows, and audit tracking. Security controls include configurable access, approvals, version control, change tracking, and event auditing. Upland lists GDPR, ISO 27001, and SSAE 16 Type II among Qvidian's security and regulatory compliances. Qvidian for Web is an optional integration for licensed users, included at no additional cost, and accessible through Chrome, Firefox, and Microsoft Edge on Windows or Mac. Pricing is on request.