Founded in 2016, Leap is subscription-based software for home service contractors that automates steps in the sales process from estimating, proposals, and contracts to financing, payment capture, and e-signatures. Integrating with the user's home improvement software, Leap aims to eliminate redundancies and errors that slow down the sales process.
$49
per month per user
PandaDoc
Score9 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
Leap
PandaDoc
Editions & Modules
Pro
$49
per month per user
Premium
$99
per month per user
Enterprise
$125
per month per user
Starter
$35
per month per seat
Business
$65
per month per seat
Enterprise
Contact Sales
Offerings
Pricing Offerings
Leap
PandaDoc
Free Trial
No
Yes
Free/Freemium Version
No
No
Premium Consulting/Integration Services
No
Yes
Entry-level Setup Fee
No setup fee
Optional
Additional Details
—
PandaDoc 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.
Leap (formerly JobProgress) helped us automate and simply our processes. We chose it over competitors because we were able to customize it to the different service offerings we provided - other platforms seem to be designed for one type of service or another making them problematic. We were able to reduce the number of software providers we use and integrate others that we were using separately. It is designed well to track [potential] jobs, but it does not work well for tracking business development opportunities.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
As a small business, the polished, professional look of every PandaDoc document never fails to impress our clients. It's seamless and easy to collect e-signatures, a huge plus, as many e-signature software services provide only that feature for a cost, without the other features PandaDoc has. I am disappointed that the pricing tiers recently changed, so now you get less value for the price. PandaDoc has been great for sending proposals to our clients which include the terms of agreement and the price we quote them, with space at the end for them to sign upon approval. This signals to us that they've accepted and we proceed by sending them an invoice (through another software). Ideally, PandaDoc would automatically follow up or simultaneously send an invoice as well - but this is a Business Plan feature now. But love that we can track when prospects open our documents. We used to pay $35/month for the Essentials Plan, which no longer exists and has become the Starter Plan, which no longer includes unlimited templates or pricing tables - those are Business Plan features. So that downgrade in value was disappointing as it's not a cheap service for a small business, and I'm considering moving to their free plan.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
The reason I gave it a rating of 7 is because it's probable, but not for sure. This is because there are a few little things we don't love about pandadoc. Mostly that there is not conditional logic such as: they must either fill this field out OR this one. Also it's a little pricey. But we'll probably stay because it's good enough and a pain to switch to something new
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. TR verified that a representative sample of customers was invited. More Info
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
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.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. TR verified that a representative sample of customers was invited. More Info
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
The documents load quickly for the most part but sometimes if there are larger documents with a high number of variables it could take a bit longer to get the document to show up. Most of the time the document comes on the screen relatively quickly allowing for quick access to documents to be edited and sent out.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
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.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
We evaluated close to ten other platforms including Dataforma, Job Nimbus, AccuLynx, Propeller, FCS, etc., but chose Leap (formerly JobProgress) because of the flexibility it offered - customize our service offerings and how jobs flow through our process, automation through the process, integration with other vendors, and ease of use for the office and field.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
We used Dropbox back when it was still HelloSign. At the time, new templates were very hard to create. We had to upload a PDF and then add the fields from there. With PandaDoc, we are able to drag and drop the text, images, logos, and fields we need easily. This has saved our team an immense amount of time.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
