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PandaDoc VS ActionStep

Compare PandaDoc VS ActionStep and see what are their differences

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  3. » Reviews
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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.

ActionStep logo ActionStep

Web-based application to run your law practice. Complete solution including Workflows, Accounting, Trust Accounting, Payroll, Email & Contacts, Calendars and Knowledge Base.
  • PandaDoc Landing page
    Landing page //
    2023-08-25
  • ActionStep Landing page
    Landing page //
    2023-10-04

  actionstep.comSoftware by ActionStep

PandaDoc features and specs

  • User-Friendly Interface
    PandaDoc offers an intuitive and easy-to-navigate interface, making it simple for users to create, send, and manage documents without extensive training.
  • Efficient Templates
    The platform provides a wide range of customizable templates that can save time and ensure consistency across documents.
  • eSignature Integration
    Built-in eSignature functionality allows users to sign and collect signatures electronically, streamlining the document approval process.
  • Document Analytics
    PandaDoc includes advanced analytics that allow users to track document views, time spent on each section, and other valuable engagement metrics.
  • CRM Integrations
    Seamless integration with major CRM systems (e.g., Salesforce, HubSpot) allows for more effective document management and improved sales workflows.
  • Collaboration Tools
    Built-in collaboration features such as comments and real-time editing enable teams to work together more effectively on documents.
  • Mobile Access
    PandaDoc offers mobile apps for both iOS and Android, allowing users to manage documents on the go.
  • Automated Workflows
    The platform supports automated workflows that can help streamline repetitive tasks and reduce manual errors.

ActionStep features and specs

  • Comprehensive Case Management
    ActionStep offers extensive case management features, including document management, task tracking, and contact management, which help legal professionals keep track of their cases efficiently.
  • Customizable Workflows
    It provides highly customizable workflows to fit the specific needs of different types of legal practices, allowing firms to streamline their operations.
  • Integrated Accounting
    ActionStep includes built-in accounting features, which simplify financial management by integrating billing, invoicing, and trust accounting.
  • Cloud-Based Accessibility
    As a cloud-based platform, ActionStep allows users to access their data from anywhere with an internet connection, providing flexibility and the ability to work remotely.
  • Client Portal
    The software features a client portal that allows clients to access their information, documents, and communicate with their attorneys, leading to improved client service and satisfaction.
  • Scalable for Various Firm Sizes
    ActionStep is suitable for law firms of different sizes, from solo practitioners to larger firms, making it a versatile solution.
  • Integration with Other Tools
    It offers integrations with popular third-party applications like email clients, calendars, and document storage solutions, enhancing its functionality.

Possible disadvantages of ActionStep

  • Learning Curve
    Due to its comprehensive features and high level of customization, new users may face a steeper learning curve and require training to use the platform effectively.
  • Cost
    While ActionStep offers a lot of features, it can be relatively expensive, especially for smaller firms or solo practitioners operating on tighter budgets.
  • Customization Complexity
    Although the platform is highly customizable, setting up complex workflows and configurations can be time-consuming and may require technical expertise.
  • Limited Offline Access
    As a cloud-based solution, ActionStep requires an internet connection to access data, which can be a limitation in areas with poor connectivity or when users need to work offline.
  • User Interface
    Some users have reported that the user interface is not as intuitive or modern as other legal practice management solutions, which can impact user experience.
  • Customer Support
    While ActionStep provides customer support, response times and the quality of support can vary, which may affect how quickly issues are resolved.

Analysis of PandaDoc

Overall verdict

  • PandaDoc is a strong choice for businesses seeking efficient document management solutions, especially those that require electronic signatures and integration with existing workflows. Its simplicity and comprehensive feature set make it a valuable tool for improving productivity and collaboration.

Why this product is good

  • PandaDoc is considered good due to its user-friendly interface, extensive features tailored for sales teams and businesses, and its ability to streamline the document creation and management process. It offers easy-to-use templates, seamless integrations with popular CRM and project management tools, and robust analytics to track document performance. Additionally, PandaDoc supports electronic signatures, making it easier to finalize contracts and agreements quickly.

Recommended for

    PandaDoc is recommended for sales teams, small to medium-sized businesses, and enterprises that need to manage, create, and sign business documents digitally. It's particularly useful for organizations looking to enhance their sales processes and improve client interactions through professional and customizable document solutions.

Analysis of ActionStep

Overall verdict

  • ActionStep is generally considered a solid choice for law firms looking for comprehensive practice management software.

Why this product is good

  • ActionStep offers a range of features that are crucial for law practice management including case management, billing, document management, and workflow automation. Its cloud-based system allows for accessibility from anywhere, and it integrates with various third-party applications enhancing its versatility.

Recommended for

    Small to medium-sized law firms looking for a customizable and robust management system. It's particularly beneficial for firms seeking to improve efficiency and workflow through automation.

PandaDoc videos

+ Add

Review: PandaDoc vs DocuSign

More videos:

  • Review - PandaDoc | HubSpot | HubDo - Streamlining Your Proposal Process
  • Review - PandaDoc Review
  • Review - PandaDoc review 2021
  • Tutorial - Pandadoc Tutorial 2024: How To Use Pandadoc For Beginners
  • Review - PandaDoc Review: Best Document Creation, Management & Signing Tool out there.

ActionStep videos

+ Add

ActionStep Review Video

More videos:

  • Review - New & Noteworthy @ Actionstep - Half Year in Review
  • Review - Actionstep - Introduction Video

Category Popularity

0-100% (relative to PandaDoc and ActionStep)

PandaDoc

ActionStep

Document Automation
100 100%
Document Automation
0% 0
Legal Practice Management
0 0%
Legal Practice Management
100% 100
Document Management
100 100%
Document Management
0% 0
Business & Commerce
0 0%
Business & Commerce
100% 100

User comments

Share your experience with using PandaDoc and ActionStep. 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 PandaDoc and ActionStep

PandaDoc Reviews

10 best PandaDoc alternatives & competitors in 2024
PandaDoc offers a very limited free option. Users can’t access PandaDoc’s template library or use its drag-and-drop editor on the free plan. After the free plan, PandaDoc’s lowest pricing tier is $35 per user, per month or $228 per user, per year. This Essentials plan has several limitations. Many features are only available on the more expensive plans, including the content...
Source: www.jotform.com
Top 20 PandaDoc Alternatives and Competitors in 2024
It’s essential to find the right tool to boost productivity and efficiency in contract management. In this article, we’ll provide you with the best PandaDoc alternatives and an overview of their strongest features to help you make an informed decision.
Source: oneflow.com
The Top 10 Best PandaDoc Alternatives to Manage Documents in 2024
While PandaDoc shines as an electronic signature software with a user-friendly interface, its basic plan might lack the advanced features and customization options you need. Additionally, PandaDoc’s focus on document creation and digital signatures might require additional productivity tools to manage other tasks.
Source: clickup.com
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

ActionStep Reviews

We have no reviews of ActionStep yet.
Be the first one to post

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.

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: almost 3 years 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 3 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: almost 4 years ago

ActionStep mentions (0)

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

What are some alternatives?

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

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

PracticePanther - PracticePanther offers CRM, invoicing, time tracking and communication solutions for law firms.

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

CosmoLex - A law practice management software, integrated web / cloud-based legal practice management solution or case management software for attorneys and law firms

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

MyCase - Practice More, Manage Less.

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