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Appian vs PandaDoc: 2024 Ultimate Comparison Guide

Comparison Summary

This comparison report of Appian vs. PandaDoc is based on a specific set of business needs and context. The comparison uses 16990 Cuspera insights based on peer reviews, case studies, testimonials, and expert opinions across 50+ sources.

Introducing Appian and PandaDoc

Appian belong to a category of solutions that help Marketing Automation, whereas PandaDoc belong to a category of solutions that help Proposal Management. Different products excel in different areas, so the best platform for your business will depend on your specific needs and requirements.

Appian covers Workflow Management, Sales Document Management, Engagement Management, Collaboration, etc.

PandaDoc focuses on Sales Document Management, Workflow Management, Engagement Management, Collaboration, etc.

Unsure which of these solutions is right for you? Our Cuspera AI engine can compare them based on your needs and specific to your industry and context. Get your personalized report today.


logo Appian

Focus area

Appian is better than PandaDoc for

Software Failure Risk

  • low

logo PandaDoc

Focus area

Software Failure Risk

  • medium

About

Appian: Low-Code - Enterprise Application Development - BPM ...

PandaDoc - Sales Documents That Close - Proposals, Quotes ...

Age

1999

2011

Financials

IPO

SERIES B

Business Need

Total Processes
(we found evidences for)

73

88

Total Goals
(we found evidences for)

18

17

Top Processes

Evidences indicate better relative satisfaction



sales document management

proposal & quote management


engagement management

engaging and following up



customer case management


training & onboarding


social media management

social media analytics

engaging on social media


helpdesk management


customer feedback management

measuring customer satisfaction


communication management

sending & publishing communications


products & pricelist management



compliance & governance


competitive intelligence


generation of new leads



contact list management

creating contact list


loyalty management

customise loyalty program



relationship management


business development


lifetime value management


content management


trade show marketing



follower management


revenue cycle management




campaign management


sales review & feedback



courses & assessment

create learning path



billing and invoice management


sales call management


lead qualification


rating and review management



payment management




knowledge management



social media marketing


conversion management


account management




pipeline management


promotion management


discount management



Top Goals

Goals Achieved

  • Scale best practices

  • Acquire customers

  • Manage risk

  • Enhance customer relationships

  • Improve ROI

  • Improve visibility

  • Improve efficiency

  • Launch new products

  • Grow market share

  • Enter new markets internationally or locally

  • Increase sales & revenue

  • Improve internal communications

  • Improve digital and social presence

  • Improve stakeholder relations

  • Establish thought leadership

  • Build brand awareness

  • Improve consistency

  • Improve brand engagement

  • See 15 more
  • Acquire customers

  • Increase sales & revenue

  • Enhance customer relationships

  • Improve brand engagement

  • Scale best practices

  • Improve ROI

  • Improve efficiency

  • Improve internal communications

  • Improve digital and social presence

  • Improve visibility

  • Enter new markets internationally or locally

  • Build brand awareness

  • Increase average basket value

  • Manage risk

  • Improve stakeholder relations

  • Launch new products

  • Shorten ramp up time

  • See 14 more

Top Channels

Channels Used

  • e-mail

  • offline

  • website

  • mobile

  • point of sale

  • video

  • phone calls

  • mobile app

  • on premises

  • social media

  • chat

  • Facebook

  • promotions

  • trade shows

  • user generated content

  • blogs

  • games

  • out of home

  • brochure

  • print media

  • magazine

  • causes and charity

  • mass media

  • radio

  • Slack

  • channel partners

  • events

  • See 24 more
  • e-mail

  • offline

  • website

  • mobile

  • point of sale

  • video

  • phone calls

  • mobile app

  • on premises

  • social media

  • chat

  • Facebook

  • promotions

  • trade shows

  • user generated content

  • blogs

  • games

  • out of home

  • brochure

  • print media

  • magazine

  • causes and charity

  • mass media

  • radio

  • Slack

  • channel partners

  • events

  • See 24 more

Failure Risk Guidance Security Report?

Low Medium High
Low Medium High

Compliance Risk

low

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low

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Security & Privacy Risk

low

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medium

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Integration Risk

low

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medium

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Migration Risk

low

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medium

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Business Setting