
PandaDoc
9.0#1 in proposal softwareFrom $19 a monthFree planAndroidiOSWebAPI
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| Fact | PandaDoc | Zepixo |
|---|---|---|
| Analytics and reporting | Yes | Yes |
| Built-in e-signatures | Yes | Yes |
| Client activity tracking | Yes | Yes |
| CRM integrations | Yes | No |
| Free plan | Yes | Yes |
| Integrations | Featured integrations include HubSpot, Salesforce, Pipedrive, monday.com, Stripe, Square, Zapier, Slack and Greenhouse. | The pricing page lists a Stripe key, while the homepage says users bring their own Stripe and email providers. |
| Online payment collection | Yes | Yes |
| Security | PandaDoc is SOC 2 Type 2 certified and hosts services on Amazon AWS. | The homepage says workspace data lives in the user's tenant and secrets are encrypted. |
| Support | The pricing page lists 24/7 email and chat support for the Free and Starter plans. | The pricing page says Pro customers can cancel anytime and keep the period they paid for. |
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.
Zepixo fits agencies and operators that need proposals, invoicing, client tracking, payments, and project boards in one web workspace. It also suits teams wanting built-in signatures and reporting without CRM integrations.