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Insightly VS PandaDoc

Compare Insightly VS PandaDoc and see what are their differences

FileInvite
Stop chasing your clients for documents! Easily request files, documents, forms & signatures from your clients – set a due date and save hours as your requests are returned to you effortlessly. featured
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Insightly logo Insightly

Insightly is the easy, powerful and affordable online Customer Relationship & Project Management Software used by over 400,000 small businesses world wide

PandaDoc logo PandaDoc

Boost your revenue with PandaDoc. A document automation tool that delivers higher close rates and shorter sales cycles. We've helped over 30,000+ companies.
  • Insightly Landing page
    Landing page //
    2023-07-14
  • PandaDoc Landing page
    Landing page //
    2023-08-25

Insightly videos

+ Add

Insightly Review | CRM Software | Pearl Lemon Reviews

More videos:

  • Review - Insightly CRM Review & Pricing - What We Think About Insightly
  • Demo - Insightly CRM Demo

PandaDoc videos

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Review: PandaDoc vs DocuSign

More videos:

  • Review - PandaDoc | HubSpot | HubDo - Streamlining Your Proposal Process

Category Popularity

0-100% (relative to Insightly and PandaDoc)

Insightly

PandaDoc

CRM
100 100%
CRM
0% 0
Document Automation
0 0%
Document Automation
100% 100
Sales
100 100%
Sales
0% 0
Document Management
0 0%
Document Management
100% 100

User comments

Share your experience with using Insightly and PandaDoc. For example, how are they different and which one is better?
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Reviews

These are some of the external sources and on-site user reviews we've used to compare Insightly and PandaDoc

Insightly Reviews

  1. Awesome.

    I recently tried out Insightly's servise and I absolutely appreciate it! It's extremely intuitive and user-friendly, making it easy for me to keep track of all my customer relationships as well as manage projects. Plus, the pricing is very affordable compared to some of the other similiar to this project management systems out there - a total win! I highly recommend Insightly.

Top 9 Best Copper CRM Alternatives for Businesses in 2023
Insightly is a CRM designed for businesses that have a straightforward and uncomplicated sales process. Their user interface is intuitive and enables the building of unique pipelines, as well as all of the tools and capabilities required to manage them. Filtering options in Insightly are popular among users because they allow enormous lists to be divided into smaller, more...
Source: magenest.com
Top 21 Salesforce’s Competitors and Alternatives
With Insightly, users can create multi-step business processes and automate emailing, lead routing, reporting, record linking, and more. According to Insightly founder Antony Smith, this CRM software is designed for small businesses. Insightly’s features make it a worthy Salesforce alternative. [18]
Source: bstrategyhub.com
14 Best Copper CRM Alternatives to Use in 2022
Insightly is a CRM alternative to Copper that can align multiple business divisions and bring them to a single platform. Automate alerts, task assignment, data entry, etc., to save valuable time and eliminate manual errors. The CRM helps you engage with prospects and customers more effectively with personalized emails. You can access the CRM data from any mobile device,...
Source: www.bigcontacts.com
10 Best eCommerce CRM Softwares | eCommerce Solutions 2020
Insightly also has mobile apps for iOS, Android, and Kindle. It can also integrate with all significant emailing apps like Gmail, Outlook, and MailChimp. It's a simple but effective tool and one which many companies (mainly small) choose to go for.
Source: www.3dsellers.com
22 Best Wrike Alternatives For Project Management in 2020 (Free & Paid)
Pros: Here’s another excellent option for a specific niche because Insightly gets terrific reviews from sales teams. The Insightly features include tracking activities, updating information on prospective clients, and generating reports. It also has a mobile app.
Source: www.workzone.com

PandaDoc Reviews

5 Popular Ways to Sign Forms Online
PandaDoc offers a limited feature free account service, an Essentials account for $19 per month with access to templates and live support and a Business level account with access to PandaDoc’s content library and integration connectors.
Source: www.fileinvite.com
12 Best Contract Management Software 2022
PandaDoc is an all-in-one contract and document management software with customizable functions to suit all types of businesses. The software hosts a plethora of documents and e-signatures. It also has a self-service portal that allows contractual parties to access all the information in a contract. This encourages team collaboration and easier communication.
Source: www.recruiterslineup.com
Looking for an alternative to HelloSign?
Parties other than PandaDoc may provide products, services, recommendations, or views on PandaDoc’s site (“Third Party Materials”). PandaDoc is not responsible for examining or evaluating such Third Party Materials, and does not provide any warranties relating to the Third Party Materials. Links to such Third Party Materials are for your convenience and does not constitute...
Source: www.pandadoc.com

Social recommendations and mentions

Based on our record, PandaDoc seems to be more popular. It has been mentiond 3 times since March 2021. We are tracking product recommendations and mentions on various public social media platforms and blogs. They can help you identify which product is more popular and what people think of it.

Insightly mentions (0)

We have not tracked any mentions of Insightly yet. Tracking of Insightly recommendations started around Mar 2021.

PandaDoc mentions (3)

  • Is there a web based tool that can save handwritten signatures a la how Preview does it?
    IF they have an iPhone, they can scan their handwriting via notes > camera > scan document. Maybe using Yousign.com or pandadoc.com could help? Source: over 1 year ago
  • Are Virtual Signatures valid for NDA & Agreements?
    I own a start-up in India and we sign NDA and Service Level agreements (physical copies) over courier. I'm looking for digital signature service with leegality.com, signdesk.com, eversign.com, pandadoc.com & DocuSign.com and found the conventional way of signing the agreement is of the following. Source: almost 2 years ago
  • Business aspect of making an independent film- daunting!
    If you start an LLC, you're going to be applying for an EIN anyway. You'll definitely need an accountant. Probably could find lots of templates and documents online for free (lawdepot.com, pandadoc.com, eforms.com, docracy.com, usefyi.com) And yes your crew would probably be 1099. Source: over 2 years ago

What are some alternatives?

When comparing Insightly and PandaDoc, you can also consider the following products

Pipedrive - Sales pipeline software that gets you organized. Helps you focus on the right deals, so easy to use that salespeople just love it. Great for small teams.

DocuSign - Try DocuSign's interactive signing demo now! Send yourself an electronic document to digitally sign using our e-signature service.

Zoho CRM - Omnichannel CRM for Businesses of all sizes

Qwilr - Turn your quotes, proposals and presentations into interactive and mobile-friendly webpages that...

Copper - Copper (formerly ProsperWorks) is easy-to-use customer relationship management for small businesses. Capture contacts and sales leads direct from Gmail with our simple CRM.

Proposify - A simpler way to deliver winning proposals to clients.

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