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Compare PandaDoc vs Insightly vs Thryv vs monday sales CRM by monday.com

Overview

Description

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

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

Entry Level Pricing
  • Starts from $19 , Billed Yearly
  • Starts from $29
Free Trial Availability
  • Free Trial available
Spotsaas Score

9.8/10

9.3/10

User Ratings
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Software Demo

Demo

Features

Total Features

13 Features

30 Features

Unique Features
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      Pricing

      Pricing Option
          Starting From
          • $19 , Billed Yearly
          • $29
          Pricing Plans
          • Free eSign

            • Unlimited legally binding eSignatures

            • Unlimited document uploads

            • Payments

            Show more +

          • Essentials

            • Includes features of Free plan, plus

            • Templates

            • Rich media drag and drop document editor

            Show more +

          • Business

            • Includes features of Essential plan, plus

            • CRM and Zapier integrations

            • Content library

            Show more +

          • Browse all pricing plans
          • Not Available

          Other Details

          Organization Types supported
          • Large Enterprises
          • Medium Business
          • Small Business
          • Freelancers
          • Individuals
          • Large Enterprises
          • Medium Business
          • Small Business
          • Freelancers
          • Individuals
          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
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          User Reviews

          User Ratings
          Rating Distribution

          Excellent

          1889

          Very Good

          82

          Good

          4

          Poor

          3

          Terible

          9

          Excellent

          501

          Very Good

          253

          Good

          72

          Poor

          40

          Terible

          10

          Expert's Review generated by AI

          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

          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

          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.

          • 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.

          • Insightly helps manage contacts, leads, deals, and opportunities, offering a unified platform for sales and marketing teams.

          • The built-in real-time messaging feature makes collaboration easy, keeping teams aligned on deals and client communications.

          • Insightly syncs with Outlook and Gmail, simplifying the process of organizing contacts and tracking communications.

          • The intuitive interface makes it easy for teams to adapt quickly and start using the platform effectively.

          • While useful for basic CRM tasks, Insightly's reporting tools could be more robust for advanced analytics.

          • The mobile app doesn't offer the same range of features as the desktop version, which could limit productivity on the go.

          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

          Customers

          Customers
          Impact

          Impact

          Above Green

          Above Green

          Werfen

          Werfen

          4over LLC

          4over LLC

          Savanta

          Savanta

          Atlanta Eats

          Atlanta Eats

          Media and Screenshots

          Screenshots
          Bulk Download

          3 Screenshots

          Marketing

          9 Screenshots

          Videos
          video-0

          3 Videos

          video-0

          5 Videos

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          Frequently Asked Questions (FAQs)

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

          Yes, both PandaDoc and Insightly offer a Free Trial.

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

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

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

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

          Some top alternatives to Insightly includes Thryv, 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.

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