PandaDoc
9.0#1 in proposal softwareFrom $19 a monthFree planAndroidiOSWebAPI
VisitPandaDoc vs TrussNote
What both publish
| Fact | PandaDoc | TrussNote |
|---|---|---|
| Built-in e-signatures | Yes | Yes |
| Client activity tracking | Yes | Yes |
| CRM integrations | Yes | No |
| Custom branding | Yes | Yes |
| Free plan | Yes | No |
| Integrations | Featured integrations include HubSpot, Salesforce, Pipedrive, monday.com, Stripe, Square, Zapier, Slack and Greenhouse. | Direct integrations with Procore and Autodesk are described as being on the roadmap; users can currently export PDFs and structured data. |
| Security | PandaDoc is SOC 2 Type 2 certified and hosts services on Amazon AWS. | The company says data is encrypted in transit and at rest, runs on US-based infrastructure, and uses row-level security on database queries. |
| Support | The pricing page lists 24/7 email and chat support for the Free and Starter plans. | The Help Center says its support team typically responds within one business day; plan support ranges from email to priority or dedicated support. |
PandaDoc plans
- Starter$35 a month
- Business$65 a month
- FreeFree
- Starter$19 a month
- Business$49 a month
- EnterprisePriced on request
TrussNote plans
- Trial—
- Starter$199 a month
- Business$499 a month
- Enterprise$1,499 a month
Pick PandaDoc if…
PandaDoc suits teams preparing and routing proposals, quotes, or contracts that need signatures, review steps, tracking, or payments. Its free tier may fit users with modest document volumes and no need for DOCX downloads.
Pick TrussNote if…
You want what its maker publishes above — check its page for the details.