Compare PandaDoc vs Click2Mail

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About PandaDoc

PandaDoc provides organizations complete digital document solution. Its users are able to create, send, sign, and track documents online, as well as to securely process paperless transactions. The service is aimed at sales teams in SMEs and large enterprises.

Documents, that can be handled by this platform are proposals, quotes, contracts, HR documents, receipts, invoices, etc. PandaDoc offers set of templates and preset text blocks that makes quoting easy and fast. It streamlines the way sales teams creates and sends sales papers, making closing deals more effective.

It is possible to share documents within the organization's departments, or defined groups of people. PandaDoc also features CPQ functionality, pricing tables, e-signatures, proposal generation, image library, and more.

About Click2Mail

Click2Mail.com is a service that creates, personalizes, prints, and mails documents. It also creates mailing lists, optimizes mailing processes and lowers operation costs.

This way, users no longer need to sort, label, and take to a post office letters or postcards. It can be applied to certified, international, direct, or priority mail, as well as postcards and self-mailers.

The mailing workflow can be automated or integrated into a third-party application to produce an interface between Click2Mail and other software. The service fits business of any type, regardless of the size or industry.

Features

  • API
  • Audience Targeting
  • Contact Management
  • Contact Sharing
  • Conversion Tracking
  • Customer Management
  • Data Export
  • Data Import
  • Email Integration
  • Expense Tracking
  • External Integrations
  • Inventory Tracking
  • Lead Management
  • Lead Scoring
  • Multi-Currency
  • Multi-User
  • Notifications
  • Project Management
  • Supplier Management

Features

  • 2-Factor Authentication
  • API
  • Chat
  • Dashboard
  • Data Export
  • Data Import
  • Document Comparison
  • Email Integration
  • External Integrations
  • File Sharing
  • File Transfer
  • Google Apps Integration
  • History/Version Control
  • Multi-User
  • Notifications
  • Password & Access Management
  • Project Management

Summary

    No key features associated with this application.

Summary

  • Online workspace

  • No minimum volumes required

  • Next day printing & mailing

  • Free design templates

  • Postcards, letter mail, flyers, booklets

  • Address standardization included

  • USPS IMb mail tracking included

  • Easy variable data personalization

  • Pay as you go pricing

  • Web-based document editor

Pricing

Professional

$19.00
1 user(s) / month
Included in plan:
  • Up to 5 Templates
  • Unlimited Docs & eSignatures.
  • Document Analytics
  • Document Builder and Editor
  • Custom Branding
  • Pricing Tables and Product Catalogs
  • Email Support

Business

$39.00
1 user(s) / month
Included in plan:
  • Unlimited Templates
  • Phone Support
  • Integrations With CRMs and Other Tools
  • Content Library
  • Manager Approval Workflow
  • Document Expiration Settings
  • Auto Reminders
  • Content Conversion Assistance

Pricing

Standard Account

Free
Included in plan:
  • Cloud-based account and online dashboard.
  • Free document and list storage.
  • Free templates and online design tools.
  • Piece level tracking of all US First-Class Mail via USPS Intelligent Mail barcodes.

FAQs

    Does this service offer an API?
  • PandaDoc offers REST API.

  • Does this service offer guides, tutorials and or customer support?
  • Support offered: Help Center, Webinars, FAQs, Phone Support, Video Tutorials.

  • Who are the main user groups of this service?
  • Main users of PandaDoc are SMEs and large enterprises.

  • Does this service integrate with any other apps?
  • Yes, it integrates with: Xero, SugarCRM, Zendesk, Base CRM, Zoho CRM, Dropbox, Capsule, Nimble, Microsoft Dynamics CRM, Salesforce Sales Cloud, Pipedrive, Insightly, Box, Stripe, Nutshell CRM, Close.io, SalesforceIQ, ProsperWorks CRM, HubSpot CRM.

  • Does this service offer multi-user capability (e.g. teams)?
  • Yes.

  • What are some applications this service is commonly used in tandem with?
  • This service is commonly used in tandem with CRM applications.

  • What platforms does this service support?
  • This is a web-based platform with Android and iOS mobile apps.

  • What is this service generally used for?
  • This is a complete digital document solution.

FAQs

    Does this service offer multi-user capability (e.g. teams)?
  • Document and template sharing can be enabled across accounts.

  • Does this service integrate with any other apps?
  • Click2Mail integrates with Microsoft Word, Google Docs, Zapier (1,000 apps), Infusionsoft.

  • What is this service generally used for?
  • Click2Mail is used as a SaaS print-to-mail service for sending postal mail.

  • What platforms does this service support?
  • This is a web-based platform.

  • What are some applications this service is commonly used in tandem with?
  • It is commonly used in tandem with ERP systems (document generation), CRM systems (contact automation), e-mail applications.

  • Does this service offer an API?
  • Yes, there is Rest API offered.

  • Does this service offer guides, tutorials and or customer support?
  • Support: Knowledge Base, Live Chat, Webinars, Quick Answers, Help Tickets, Phone Support.

  • Who are the main user groups of this service?
  • Main users of this service are Large Enterprises, Mid Size Business, Non-Profits, Public Administrations, and Small Business.

Vendor Information

Founded:
-
Based in:
San Francisco
Employees:
51-200
Likes:
Followers:

Vendor Information

Founded:
-
Based in:
-
Employees:
-
Likes:
Followers:

Other

Who uses PandaDoc
  • SMEs
  • Enterprises
Desktop Platforms:
  • Web App
Mobile Platforms:
  • iOS
  • Android
Languages:
English
Regional Restrictions:
No restrictions.

Other

Who uses Click2Mail
  • Startups
  • SMEs
  • Enterprises
Desktop Platforms:
  • Web App
  • Windows
  • Macintosh
Languages:
English
Regional Restrictions:
No restrictions.

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