PandaDoc vs Upsign

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.

Upsign is electronic signature software for sending, signing, and tracking documents. Senders can set signer and approver order, monitor signing status, send reminders, send documents in bulk, and create reusable templates. Recipients can view, approve, sign, and complete documents from a phone or computer without creating an account; guided steps are intended to help people who are not technical. An audit trail records document history, including views and signatures. A searchable library offers free legal contracts and forms to download or send for signature. Upsign is available on Android, iOS, and the web. Personal allows one user, Team allows up to five, and Business lists unlimited users; all three include unlimited documents. Business also lists user groups, approval workflows, signing groups, bulk signing, and dedicated integration support. Business and Enterprise are described as options for organizations needing integrations, but no specific integrations are named. The plans list a free plan and a 30-day trial. Personal costs $12 a month, Team $24 a month, and Business $45 a month, all billed monthly.