Upmail vs. Proposales vs. PandaDoc: Which is a Better Fit?

UpMail for Proposals

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

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

What Customers Are Saying

Most Recent Review

Intuitive and easy resource for RFP's and client follow-up

Director of Sales

Proposals

Sales Agent

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

Most Positive Review

Super easy way of working!

Group, Meetings & Events Manager at PPHE

Fast and innovative

Director of Business Developement

Most Critical

Simplicity in the process

Director of Sales from Lisboa (Portugal)

References