PandaDoc vs Zuora CPQ
PandaDoc
pandadoc.comZuora CPQ
zuora.comSide by side
| Figure | PandaDoc | Zuora CPQ |
|---|---|---|
| Price from | $19/mo | — |
| Free plan | Yes | — |
| Free trial | Yes | — |
| Open source | — | — |
| Web | Yes | Yes |
| iOS | Yes | — |
| Android | Yes | — |
| API | Yes | Yes |
| Plans published | 10 | 1 |
| Spec score · Proposal Software | 9.4 (#1) | 7.6 (#75) |
| Analytics and reporting | Yes | Yes |
| CRM integrations | Yes | Yes |
| Custom branding | Yes | Yes |
| Founded | 2013 | 2007 |
| Headquarters | San Francisco, California, USA | Silicon Valley |
| Integrations | Featured integrations include HubSpot, Salesforce, Pipedrive, monday.com, Stripe, Square, Zapier, Slack and Greenhouse. | The product page says Zuora provides low-code SDKs and APIs and highlights integrations with Microsoft and Snowflake. |
| Security | PandaDoc is SOC 2 Type 2 certified and hosts services on Amazon AWS. | Zuora lists SOC 1 Type 2, SOC 2 Type 2, PCI DSS Level 1, ISO 27001, ISO 27701, ISO 27018, TRUSTe, and HIPAA among its supported compliance programs. |
| Support | The pricing page lists 24/7 email and chat support for the Free and Starter plans. | Zuora lists support resources, implementation guidance, product documentation, community knowledge, and customer success channels. |
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.
Zuora CPQ
Zuora CPQ helps sales teams quote combinations of subscriptions, products and services throughout a subscriber relationship. It supports quotes for new deals, upsells, cross-sells and renewals, including multi-year ramp arrangements and customer-specific prices or discounts. The product provides metrics for assessing the financial impact of subscription changes and can automate downstream changes such as change orders, provisioning, invoicing and revenue reallocations. Zuora CPQ for Salesforce is a managed package for managing quotes, accounts and subscriptions. Zuora says it requires Salesforce Sales Cloud Enterprise or Unlimited Edition and is not natively supported in Service Cloud. Developer resources include a Component Library and Order Builder SDK; low-code SDKs and APIs are described for connecting with existing applications. Microsoft and Snowflake are named as enhanced integrations. Zuora says support covers only the latest three major releases of the Salesforce Quotes managed package. Pricing depends on product scope, transaction volume, business model, regions and implementation needs, and buyers are directed to contact Zuora. The listed features require purchasing Zuora CPQ.