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Zoho CRM VS PandaDoc

Compare Zoho CRM VS PandaDoc and see what are their differences

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Zoho CRM logo Zoho CRM

Omnichannel CRM for Businesses of all sizes
Visit Website

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.
  • Zoho CRM Landing page
    Landing page //
    2022-03-09

Zoho CRM empowers small to large-sized organizations with a complete customer relationship lifecycle management solution for managing organization-wide Sales, Marketing, Customer Support & Service and Inventory Management in a single business system. Zoho has over 40 in-built app integrations and 500+ third-party extensions to choose from. More than 60 million users worldwide trust Zoho.

  • PandaDoc Landing page
    Landing page //
    2023-08-25

Zoho CRM

Website
zoho.com
Pricing URL
Official Zoho CRM Pricing
$ Details
freemium $14.0 / Annually ($14 USD/monthly on Annual Subscription.)
Platforms
Cloud Web iOS Android iPhone
Edit details

PandaDoc

Website
pandadoc.com
Pricing URL
Official PandaDoc Pricing
$ Details
-
Platforms
-
Edit details

Zoho CRM features and specs

  • Sales Force Automation: Lead, Deal and Contact Management; Workflow Automation
  • Process Management: Sales Process Builder; Processing Rules
  • Omnichannel: Email; Telephony; Social; Customer Portals
  • Analytics and Reporting: Reports; Analytical Components; Capabilities
  • Sales Enablement: Quotes and Finance; Partner Portals; Calendar; G Suite and Office 365
  • Performance Management: Forecasting; Currencies; Territory Management; Gamification
  • Predictive Intelligence: Lead and Deal Prediction; Macro Suggestions; Zia Voice
  • Customization: Layouts; Custom Components; Views and Filters; Global Selling
  • Marketing Automation: Customer Segmentation; Lead Nurturing; Google Ad Integrations; Event Management
  • Team Collaboration: Yes
  • Mobile Apps: Yes
  • Security: Roles, Profiles, Teams; Data Security; Compliance
  • Developer Platform: REST API; Widgets; Web and Mobile SDK; Functions

PandaDoc features and specs

No features have been listed yet.

Zoho CRM videos

+ Add

Get to know Zoho CRM

More videos:

  • Review - Zoho CRM vs. Salesforce Sales Cloud
  • Review - ZOHO CRM Review - CRM software review
  • Review - Zoho CRM Review (2019) - Yes, It's Cheap. But Is It Also Good?
  • Review - Zoho CRM 2021 Review: What Is It, Key Features, Pros And Cons, And More
  • Review - Zoho CRM Review 2021
  • Review - Zoho CRM Review: Good value, but flawed a lot of non-essential ways
  • Tutorial - How to use Zoho CRM | Free CRM Software for Small Business [2023]

PandaDoc videos

+ Add

Review: PandaDoc vs DocuSign

More videos:

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

Category Popularity

0-100% (relative to Zoho CRM and PandaDoc)

Zoho CRM

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 Zoho CRM 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 Zoho CRM and PandaDoc

Zoho CRM Reviews

  1. Web-based online office suite

    Zoho CRM empowers SMBs & enterprises with a 360º customer relationship lifecycle management solution. Key features include contact management, sales funnels, pipeline management, workflow automation, AI-powered conversational assistant, task management, managing marketing campaigns, sales forecasting, customer support & service, inventory management, reporting & analytics, and seamlessly integrating with 500+ popular business apps in a single business system.

Top 9 Best Copper CRM Alternatives for Businesses in 2023
Zoho CRM is one of several programs available in Zoho’s app ecosystem, which is similar to Salesforce’s app exchange. Zoho CRM’s reporting is solid, allowing users to report across products, locations, and applications. The CRM provides basic contact management as well as automation, such as transforming website visitors into leads.
Source: magenest.com
Top 21 Salesforce’s Competitors and Alternatives
Zoho offers a cloud-based CRM designed to help businesses create, manage, and organize data to boost sales and revenue. The company attracted more than 10 million users in 2020, reaching over 60 million users. For full-year 2021, Zoho’s revenue surged to $690 million.
Source: bstrategyhub.com
14 Best Copper CRM Alternatives to Use in 2022
Zoho CRM is a reliable Copper CRM alternative that helps you engage with customers more effectively. You can connect with your prospects and customers using their preferred communication channels, including emails, social media, etc. Zoho CRM helps conserve time and resources by automating time-consuming tasks. Real-time reporting and analytics help you track relevant KPIs...
Source: www.bigcontacts.com
10 Best eCommerce CRM Softwares | eCommerce Solutions 2020
Many companies use this CRM tool to help out their customers. We love how you can link Zoho CRM to your Facebook and Twitter pages - this could be especially useful for eCommerce stores that focus on these areas to market their company.
Source: www.3dsellers.com
What is CRM?
Zoho was born as an Open source alternative to Saleforce. Once it achieved a relevant market share, it switched to a closed cloud model. It is tremendously similar in its operation and characteristics, its differential point being the slightly lower price.
Source: prokom.es

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 should be more popular than Zoho CRM. 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.

Zoho CRM mentions (1)

  • Program for managing missed call messages?
    Another option would be zoho.com/crm. We used this one at a much smaller firm that I worked at (5 attorneys, 3 paralegals, 1 secretary). Source: over 1 year ago

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 Zoho CRM 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.

Freshsales CRM - A full-fledged CRM for high-velocity sales teams.

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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