Compare Insightly vs PandaDoc

Overview

Key features

Pricing

Other Details

User reviews

Integratons

Media & Screenshots

Alternatives

	Insightly (876) Get Quote Get Quote	PandaDoc (1987) Visit website Visit Website *sponsored

Overview
Affiliate Disclosure

Description	Insightly is a sales and marketing software that will help you manage your contacts, leads, deals and opportunities. You can organize your contacts into lists, collaborate with teammates ... Read More	PandaDoc is a seamless merger of documents and signatures into one powerful, streamlined experience. It lets user send proposals using any email client and respond to client questions with ... Read More
Entry Level Pricing	Starts from $29	Starts from $19 , Billed Yearly
Free Trial Availability	Free Trial available	Get Free Trial
Spotsaas Score	9.3/10	9.8/10
User Ratings	4.2 (1241)	4 (3042)
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Software Demo

Demo	View demo	View demo

Features

Total Features	30 Features	13 Features
Unique Features
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Pricing

Pricing Option
Starting From	$29	$19 , Billed Yearly
Pricing Plans	Not Available	Free eSign Get Started Unlimited legally binding eSignatures Unlimited document uploads Payments Show more + Essentials Get Started Includes features of Free plan, plus Templates Rich media drag and drop document editor Show more + Business Get Started Includes features of Essential plan, plus CRM and Zapier integrations Content library Show more + Browse all pricing plans
	View detailed pricing	View detailed pricing

Other Details

Organization Types supported	Medium Business Small Business Large Enterprises Individuals Freelancers	Medium Business Small Business Large Enterprises Individuals Freelancers
Platforms Supported	Browser Based (Cloud) Mobile - Android Mobile - iOS Installed - Windows Installed - Mac Browser Based (Cloud)	Browser Based (Cloud) Mobile - Android Mobile - iOS Installed - Windows Installed - Mac Browser Based (Cloud)
Modes of support	24/7 (Live rep) Business Hours Online	24/7 (Live rep) Business Hours Online
API Support	Available	Available
	Get Quote	Visit Website

User Reviews

User Ratings	4.2 (based on 1241 reviews)	4 (based on 3042 reviews)
Rating Distribution	Excellent 501 Very Good 253 Good 72 Poor 40 Terible 10	Excellent 1889 Very Good 82 Good 4 Poor 3 Terible 9
Expert's Review generated by AI	Insightly CRM stands out as a user-friendly and customizable platform for businesses aiming to improve sales processes and centralize customer data. Its strengths lie in its adaptability to ...Read more	PandaDoc has received rave reviews from users within the past year, showcasing its exceptional features and ease of use. Users appreciate the seamless customization options for signatures, making ...Read more
Pros and Cons		Streamlines the process of requesting and collecting signatures, making it faster and more efficient for businesses. User-friendly interface that simplifies document editing and tracking, even for non-technical users. Provides excellent customer service, with prompt responses and efficient issue resolution. Offers a free version that caters to the needs of small businesses and individuals. Enhances collaboration and approval processes through internal routing and templates. Pricing for the paid plans may be expensive for some businesses. Limited editing capabilities in the free version, which can be restrictive for certain users. Lack of in-depth analytics and reporting features for tracking proposal performance and user behavior.
Positive Reviews	No reviews available for the product	No reviews available for the product
Negative Reviews	No reviews available for the product	No reviews available for the product
	Read reviews	Read reviews

Integrations

Integration with other apps	Quickbooks 4.4 (27182 reviews) Xero 4.2 (5582 reviews) TimeCamp 4.3 (243 reviews)	Quickbooks 4.4 (27182 reviews) Freshbooks 4 (4589 reviews) Stripe Payments 4.5 (2947 reviews)

Customers

Customers	4over LLC Savanta Atlanta Eats	Impact Werfen TPD

Media and Screenshots

Screenshots	9 Screenshots	3 Screenshots
Videos	5 Videos	3 Videos

Alternatives

Alternatives	Thryv 4.2 Salesforce Sales Cloud 4.4 monday sales CRM by monday.com	Proposify 4.5 Qwilr 4.5 Proposable 4.2

Frequently Asked Questions (FAQs)

Stuck on something? We're here to help with all the questions and answers in one place.

Yes, both Insightly and PandaDoc offer a Free Trial.

Insightly is designed for Freelancers, Large Enterprises, Medium Business and Small Business.

PandaDoc is designed for Large Enterprises, Medium Business and Small Business.

Pricing for Insightly Starts at $29/User/Month whereas for PandaDoc Starts at $19/User/Month when Billed Yearly.

Some top alternatives to Insightly includes Thryv, Salesforce Sales Cloud, monday sales CRM by monday.com, Pipedrive, Zoho CRM, Vendasta, Hubspot Marketing Hub, ClickUp, Salesforce, HubSpot CRM, Onpipeline, Pipeliner CRM, Keap, SalesCRM, DigitalCRM.com, Pipeline CRM and Zoho Marketing Automation.

Some top alternatives to PandaDoc includes Proposify, Qwilr, Proposable, seProposals, Docspo, Adobe Sign, DocuSign, HelloSign, QorusDocs and Conga Composer.

Disclaimer: This research has been collated from a variety of authoritative sources. We welcome your feedback at [email protected].

Compare Insightly vs PandaDoc

Insightly

PandaDoc

OverviewAffiliate Disclosure

Software Demo

Features

Pricing

Other Details

User Reviews

Integrations

Customers

Media and Screenshots

Alternatives

Frequently Asked Questions (FAQs)

Overview
Affiliate Disclosure