PandaDoc vs. Proposales vs. Trust Payments: Which is a Better Fit?

PandaDoc

Proposals, Contracts & Signatures

Digital Signatures
Dynamic Pricing

Price of services can fluctuate (like with hotel rooms) according to given business rules like occupancy rate, booking interval, etc. | Dynamic price would give the venue the possibility for revenue optimisation and for the customer the best price available (e.g. in low demand situation price would drop automatically)
Templates Library

Online Bookings

Real-time live availability

Sell meeting rooms & event spaces with real-time availability information | Customer can see if the meeting room or event space is available on the requested time. Less eRFP spam for the venues. Venues increase conversion rate and customer experience is better
Website Booking Engine

Payments & Invoicing

Online payments

M&E services could be purchased right away at the time of booking | for venues this gives the opportunity to drop prices but with more strict terms of cancellation and also to play around with "early bird" offers, etc. price related campaigns. For customers this is a flexible way to purchase M&E services and to get a cheaper price if customers wants to accept strict cancellation policies.
Dynamic Pricing

Price of services can fluctuate (like with hotel rooms) according to given business rules like occupancy rate, booking interval, etc. | Dynamic price would give the venue the possibility for revenue optimisation and for the customer the best price available (e.g. in low demand situation price would drop automatically)

Content Management

Templates Library
Content & File Management

CRM & Messaging

Response Management
Team Collaboration
Read Receipts & Alerts
Templates Library
Automated Responses

Notifications

Read Receipts & Alerts
Team Collaboration

Proposales

Proposals, Contracts & Signatures

Digital Signatures
Dynamic Pricing

Price of services can fluctuate (like with hotel rooms) according to given business rules like occupancy rate, booking interval, etc. | Dynamic price would give the venue the possibility for revenue optimisation and for the customer the best price available (e.g. in low demand situation price would drop automatically)
Templates Library

Online Bookings

Real-time live availability

Sell meeting rooms & event spaces with real-time availability information | Customer can see if the meeting room or event space is available on the requested time. Less eRFP spam for the venues. Venues increase conversion rate and customer experience is better
Website Booking Engine

Payments & Invoicing

Online payments

M&E services could be purchased right away at the time of booking | for venues this gives the opportunity to drop prices but with more strict terms of cancellation and also to play around with "early bird" offers, etc. price related campaigns. For customers this is a flexible way to purchase M&E services and to get a cheaper price if customers wants to accept strict cancellation policies.
Dynamic Pricing

Price of services can fluctuate (like with hotel rooms) according to given business rules like occupancy rate, booking interval, etc. | Dynamic price would give the venue the possibility for revenue optimisation and for the customer the best price available (e.g. in low demand situation price would drop automatically)

Content Management

Templates Library
Content & File Management

CRM & Messaging

Response Management
Team Collaboration
Read Receipts & Alerts
Templates Library
Automated Responses

Notifications

Read Receipts & Alerts
Team Collaboration

Trust Payments

Workflow Automation

Refund Management
Pre-Authorizations
Payment Splitting

Payment Methods

Pay by Link
Gratuity Function
Partial Capture
Recurring Payments
Klarna Installment Plans
Accepts Apple Pay
Mail Order Telephone Order (MOTO) Payments
Accepts Google Pay
Installment Plans
Accepts Paypal
Accepts AliPay
Accepts WeChatPay
Accepts Visa
Accepts American Express
Contactless Payments
Accepts Discovery
Accepts Mastercard
Accepts Diners Club

Security & Fraud Prevention

Chargeback Management
Payment Tokenization
Pre-Authorizations
3-D Secure Payments
PCI Compliance

Multi-Currency

Multi-Currency Settlements
Dynamic Currency Conversion (DCC)

Adjustments

Authorization Adjustments
Refund Management

Hardware

Elavon (Credit Card Processing)
TSYS (Credit Card Processing)
GlobalPayments (Credit Card Processing)
Vantiv (Credit Card Processing)
First Data (Credit Card Processing)
Heartland (Credit Card Processing)
Chase (Credit Card Processing)
Multi-Processor Gateway

What Customers Are Saying

Most Recent Review

PandaDoc doesn’t have any clients that have vouched for the product

Proposals

Sales Agent

Trust Payments doesn’t have any clients that have vouched for the product

Most Positive Review

Fast and innovative

Director of Business Developement

Most Critical

Simplicity in the process

Director of Sales from Lisboa (Portugal)

References