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JUST THE FACTS
VS.
Housekeeping
• 45-minute presentation with Q&A at the end
• Type questions into the "question box" to
submit them throughout the presentation
• We'll send a copy of the deck and recording
of the webinar in follow-up emails after the
event
#LearningWithBrainSell
Presenter
#LearningWithBrainSell
Sonja Fridell
President
About BrainSell
• Founded in 1994
• A growth enablement company
• We help companies thrive by solving their
business challenges with guidance and
technology.
• Specialize in ERP, CRM, Business
Intelligence, Customer Service and
Marketing Automation technologies
#LearningWithBrainSell
Agenda
 Features Comparison
 CRM Integrations
 Demo of PandaDoc and DocuSign
 Cost Comparison
 Live Q&A
#LearningWithBrainSell
Features Comparison
Feature DocuSign PandaDoc
Legally-binding eSignatures Y Y
Custom Template Library Y Y
Upload PDF Forms Y Y
Activities Notifications Y Y
Payments Collection Y Y
Custom Workflows $ Y
Custom Branding $ Y
CRM Integrations $ Y
Audit Trail Y Y
Sandbox API Y Y
Features Comparison
Feature DocuSign PandaDoc
Unlimited Documents and eSignatures N Team Plans
Create and Edit Documents N Y
Automate Document Generation with CRM
Data
N Y
Document Analytics N Y
Team Performance Reporting N Y
Central Content Library N Y
Lock and Share Content N Y
Merge Fields (Tokens) N Y
Dynamic Pricing Tables and Product
Catalog
N Y
CRM Integrations
+9
More!
Demo
vs.
Cost Comparison: PandaDoc
Plan Cost
/month per user
All standard features plus
Individual Basics for creating and eSigning
proposals, quotes, and contracts.
For a maximum of 2 users.
$9 • 60 documents per year
• Document editor
• 2 users maximum
eSignature Truly unlimited documents,
templates, and eSignatures. For
a minimum of 5 users.
$25 • Unlimited documents
• Document converter
• Minimum 5 users
• Signer attachments
Business Essential for growing businesses
looking to streamline their
processes and accelerate deals.
$49 • Unlimited documents
• Document editor
• Approval workflows
• Standard integrations
• Content library
Enterprise Ideal for companies with complex
workflows for better control over
content and users.
Custom Quote • Unlimited documents
• Document editor
• Conditional approvals
• Premium integrations
• Team reporting
• Content locking
• Custom roles and SSO
• Unlimited workspaces
• Bulk send and in-person signing
• Embedded signing
Cost Comparison: DocuSign
eSignature Plan Cost
/month per user
All standard features plus
Personal 1 user $10 • Send documents for eSignature:
5/month
• Basic fields
• Mobile app
Standard Up to 3 users online $25 Personal plus:
• Reminders & notifications
• Personalized branding
Business Pro Up to 3 users online $40 Standard plus:
• Collect Payments
• Advanced fields
• Signer attachments
• Bulk Send
Advanced Solutions Custom Quote Business Pro plus:
• Integrations, connectors
• API's
• SSO
• Enterprise level support
• Embedded signing
• Admin/User management
• Advanced branding
• Customizable usage limits
Q&A
#LearningWithBrainSell
Thank You For Attending!
Learn more about which tool is the
right fit for your business:
sales@brainsell.net
(866) 356-2654
www.brainsell.net
Follow us on Twitter: @BrainSell
#LearningWithBrainSell

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Just the Facts: PandaDoc vs. DocuSign

  • 2. Housekeeping • 45-minute presentation with Q&A at the end • Type questions into the "question box" to submit them throughout the presentation • We'll send a copy of the deck and recording of the webinar in follow-up emails after the event #LearningWithBrainSell
  • 4. About BrainSell • Founded in 1994 • A growth enablement company • We help companies thrive by solving their business challenges with guidance and technology. • Specialize in ERP, CRM, Business Intelligence, Customer Service and Marketing Automation technologies #LearningWithBrainSell
  • 5. Agenda  Features Comparison  CRM Integrations  Demo of PandaDoc and DocuSign  Cost Comparison  Live Q&A #LearningWithBrainSell
  • 6. Features Comparison Feature DocuSign PandaDoc Legally-binding eSignatures Y Y Custom Template Library Y Y Upload PDF Forms Y Y Activities Notifications Y Y Payments Collection Y Y Custom Workflows $ Y Custom Branding $ Y CRM Integrations $ Y Audit Trail Y Y Sandbox API Y Y
  • 7. Features Comparison Feature DocuSign PandaDoc Unlimited Documents and eSignatures N Team Plans Create and Edit Documents N Y Automate Document Generation with CRM Data N Y Document Analytics N Y Team Performance Reporting N Y Central Content Library N Y Lock and Share Content N Y Merge Fields (Tokens) N Y Dynamic Pricing Tables and Product Catalog N Y
  • 10. Cost Comparison: PandaDoc Plan Cost /month per user All standard features plus Individual Basics for creating and eSigning proposals, quotes, and contracts. For a maximum of 2 users. $9 • 60 documents per year • Document editor • 2 users maximum eSignature Truly unlimited documents, templates, and eSignatures. For a minimum of 5 users. $25 • Unlimited documents • Document converter • Minimum 5 users • Signer attachments Business Essential for growing businesses looking to streamline their processes and accelerate deals. $49 • Unlimited documents • Document editor • Approval workflows • Standard integrations • Content library Enterprise Ideal for companies with complex workflows for better control over content and users. Custom Quote • Unlimited documents • Document editor • Conditional approvals • Premium integrations • Team reporting • Content locking • Custom roles and SSO • Unlimited workspaces • Bulk send and in-person signing • Embedded signing
  • 11. Cost Comparison: DocuSign eSignature Plan Cost /month per user All standard features plus Personal 1 user $10 • Send documents for eSignature: 5/month • Basic fields • Mobile app Standard Up to 3 users online $25 Personal plus: • Reminders & notifications • Personalized branding Business Pro Up to 3 users online $40 Standard plus: • Collect Payments • Advanced fields • Signer attachments • Bulk Send Advanced Solutions Custom Quote Business Pro plus: • Integrations, connectors • API's • SSO • Enterprise level support • Embedded signing • Admin/User management • Advanced branding • Customizable usage limits
  • 13. Thank You For Attending! Learn more about which tool is the right fit for your business: sales@brainsell.net (866) 356-2654 www.brainsell.net Follow us on Twitter: @BrainSell #LearningWithBrainSell