Configure One vs. PandaDoc

Overview
ProductRatingMost Used ByProduct SummaryStarting Price
Configure One
Score 8.9 out of 10
N/A
Configure One is a CPQ and e-catalog tool that allows users to visualize complex product configurations in 2D and/or 3D, and generate quotes and orders based on valid configurations. Configure One integrates with ERP, CRM, and CAD systems. It also includes features for manufacturers, including bill of materials, routings, and parts numbering. Configure One is a Revalize company.N/A
PandaDoc
Score 9.0 out of 10
N/A
PandaDoc headquartered in San Francisco offers their eponymous electronic signature platform for sales teams, containing sales proposal automation and CPQ (configure, price, quote) features, and integration with CRMs.
$35
per month per seat
Pricing
Configure OnePandaDoc
Editions & Modules
No answers on this topic
Starter
$35
per month per seat
Business
$65
per month per seat
Enterprise
Contact Sales
Offerings
Pricing Offerings
Configure OnePandaDoc
Free Trial
NoYes
Free/Freemium Version
NoNo
Premium Consulting/Integration Services
NoNo
Entry-level Setup FeeNo setup feeOptional
Additional DetailsPandaDoc offers a free eSign plan and 3 paid packages for eSigning and document automation. All plans include unlimited documents and eSignatures. Evaluations start with a free 14-day trial. Up to a 46% discount for annual pricing.
More Pricing Information
Community Pulse
Configure OnePandaDoc
Features
Configure OnePandaDoc
CPQ
Comparison of CPQ features of Product A and Product B
Configure One
9.2
Ratings
6% above category average
PandaDoc
-
Ratings
Quote sharing/sending9.40 Ratings00 Ratings
Product configuration9.70 Ratings00 Ratings
Configuration options9.40 Ratings00 Ratings
Pricing rules8.70 Ratings00 Ratings
Price adjustment8.70 Ratings00 Ratings
Purchase history and open contracts9.40 Ratings00 Ratings
Guided selling/Sales portal8.70 Ratings00 Ratings
CPQ reporting & analytics9.40 Ratings00 Ratings
CPQ-CRM integration9.70 Ratings00 Ratings
Attachments to quotes8.70 Ratings00 Ratings
Order capturing9.40 Ratings00 Ratings
Best Alternatives
Configure OnePandaDoc
Small Businesses
QuoteWerks
QuoteWerks
Score 9.4 out of 10
Foxit eSign
Foxit eSign
Score 9.8 out of 10
Medium-sized Companies
QuoteWerks
QuoteWerks
Score 9.4 out of 10
MSB Docs
MSB Docs
Score 9.4 out of 10
Enterprises
SAP Sales Cloud
SAP Sales Cloud
Score 8.3 out of 10
DocuSign
DocuSign
Score 8.3 out of 10
All AlternativesView all alternativesView all alternatives
User Ratings
Configure OnePandaDoc
Likelihood to Recommend
9.0
(0 ratings)
9.0
(0 ratings)
Likelihood to Renew
-
(0 ratings)
9.1
(0 ratings)
Usability
-
(0 ratings)
8.3
(0 ratings)
Availability
-
(0 ratings)
9.1
(0 ratings)
Performance
-
(0 ratings)
9.6
(0 ratings)
Support Rating
-
(0 ratings)
6.1
(0 ratings)
Implementation Rating
-
(0 ratings)
6.3
(0 ratings)
Configurability
-
(0 ratings)
2.8
(0 ratings)
Ease of integration
-
(0 ratings)
9.0
(0 ratings)
Product Scalability
-
(0 ratings)
8.6
(0 ratings)
Vendor post-sale
-
(0 ratings)
9.7
(0 ratings)
Vendor pre-sale
-
(0 ratings)
6.7
(0 ratings)
User Testimonials
Configure OnePandaDoc
Likelihood to Recommend
This software is a very useful tool, ideal for companies that manufacture their own products and want to closely monitor the entire process. In the company we can work easily with it, we are all happy with your purchase and is one of the programs that we recommend the most.
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As an alternative to other electronic signature mechanisms, I can't recommend PandaDoc more highly. It works, plain and simple. It is less costly - by a lot - than most alternatives, stores signed documents online for easy access, is simple to use by both our staff and our clients, and makes our lives far easier.
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Pros
  • Allows the creation of an online catalog, where our customers can access from the customer portal and see all the products we have available, as well as their features, design, quantity, price, and more.
  • We can take in an orderly manner the entire process of the product from its creation to the categorization of products. The system has customer and proposal management, where we can access the files without problems or complications.
  • It has a tool for the design of products in 3D, which we love because we do not have to search in other files and programs for plans and designs.
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  • PandaDoc allows our team to create and send detailed sales proposals and quotes with the use of their templates.
  • The use of collaborative editing is also beneficial because our team is able to have multiple users edit and comment on documents simultaneously.
  • Document tracking is useful because we are able to receive real-time notifications and updates on the proposal process.
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Cons
  • In some cases, the configuration process can take a long time to complete. While the cost is high, the service is excellent.
  • Learning can be difficult due to the high level of customization implemented. Backend compartments only connect from above.
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  • I would like to see the ability to LOCK a field instead of locking an entire block or document.
  • I would like to see more standard features that need to be part of the service instead of add-ons.
  • Would like to see an option to allow different levels of users than just the two standard options.
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Likelihood to Renew
No answers on this topic
We have been using it for a few years now and find it vital to getting our bids out quickly and accurately to our customers. We can get a request for information from a customer and once we have their basic parameters create a professional bid in minutes. It's actually usually harder to find out what the customer wants than to use PandaDoc and create a document with it
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Usability
No answers on this topic
Once you get the hang of it, it's very easy to use. There can be a slightly steep learning curve to get fully in on the system. The new editor v2 has really improved usability and allows us to collaborate on documents simultaneously. Once the templates and library items are set up, a new document, whether it be a sales or HR document, takes very little time to complete.
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Reliability and Availability
No answers on this topic
We haven't had any real issues regarding downtime as of yet.
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Performance
No answers on this topic
As I mentioned earlier - performance is near perfect as I can create, send, adjust my documents. I love the tracking feature as well as I can tell when my documents have been seen and by whom. The only issue I have run into is with saving and formatting - occasionally the file document does not save with the newly assigned name or the content of the document does not stay formatted nicely.
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Support Rating
No answers on this topic
Recently I could not upload a pdf to a contract - support was very responsive and easy to work with. They got back to me the next day with an apparent fix - however when I opened the document nothing had changed. I then could not respond to the rep who was helping me because it was a "no-reply address", the problem still has not been solved and we had to make alternate arrangements to get this to the client. Never had it happen before and was only with this one contract.
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Implementation Rating
No answers on this topic
Implementation was before the time I was here at Riafox, however, support has been great in assisting to merge spaces and upgrade to 2.0 Editor.
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Alternatives Considered
Configure One is flexible in inventing a solid CPQ platform and a useful sales and quoting tool to understand our customers' needs better. It's extremely user-friendly and provides almost limitless customization options. It provides a diverse range of functions that allow users to customize their tools. The support staff is always available and knowledgeable. Because of its excellent service, we chose it over its competitors.
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PandaDoc is a more polished, professional, and 'legitimate' software site than other solutions, since PandaDoc really specializes in creating professional proposals, quotes and invoices. The eSignature capacity and pricing table capacity embedded in the documents as well as fillable fields, pre-made, customizable and reusable templates also make PandaDoc stand out.
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Scalability
No answers on this topic
I agree. We have created folders for multiple departments and have been successful with the usage.
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Return on Investment
  • It meets our extensive and dynamic product quoting needs and access levels, creating customized product quotes with minimal clicks.
  • It is simple and flexible to create a solid CPQ platform, and a useful sales and quoting tool always adapt to the fast-changing technology trends.
  • It's very adaptable, and it's integrated with CRM and ERP tools, so it creates a seamless user experience and ensures that our workflow is consistent from start to finish.
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  • We have greatly increased the efficiency in which we can get signatures from individuals for documents and increase productivity.
  • We have been able to find older documents very easily.
  • W-9 have been very difficult due to Section 3, but this was addressed with conditional logic
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ScreenShots

PandaDoc Screenshots

Screenshot of some of the custom-designed themes, templates, embedded rich media, and interactivity to give every deal the opportunity to get noticed.Screenshot of automatic notifications, on-the-fly editing, CRM Integrations, and integrated eSignatures.Screenshot of reporting, with drill down to the deal level with proposals, to pick which deals to include (or exclude).Screenshot of legally binding eSignaturesScreenshot of centralized communications to streamline the negotiation process, and make revisions in real-time in a single location.Screenshot of document analytics that display what’s really happening after documents are sent with real-time reporting on engagement and activity on the documents. This enables teams to respond faster to prospects.