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Upland Qvidian vs PandaDoc: 2024 Ultimate Comparison Guide

Comparison Summary

This comparison report of Upland Qvidian vs. PandaDoc is based on a specific set of business needs and context. The comparison uses 12930 Cuspera insights based on peer reviews, case studies, testimonials, and expert opinions across 50+ sources.

Introducing Upland Qvidian and PandaDoc

Upland Qvidian, PandaDoc, RFP360, XaitPorter, etc., 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.

Upland Qvidian covers Sales Document Management, Content Management, Social Media Management, Workflow Management, etc.

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

"Our proposal team is able to handle 60 – 80% of very technical questions on highly complex products. People think we’re experts, but it’s really Qvidian that makes us look good by putting the information at our fingertips. " - Mark Marcinowski

"PandaDoc API is naturally dynamic rather than needing manual adjustment. Since switching to PandaDoc it takes us around 80% less time to create each contract. " - Jean Pagan

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 Upland Qvidian

Focus area

Upland Qvidian is better than PandaDoc for

Software Failure Risk

  • low

logo PandaDoc

Focus area

PandaDoc is better than Upland Qvidian for

Software Failure Risk

  • medium

About

RFP response and proposal management software for high quality accurate proposals

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

Age

2010

2011

Financials

PRIVATE

SERIES B

Business Need

Total Processes
(we found evidences for)

37

88

Total Goals
(we found evidences for)

8

17

Top Processes

Evidences indicate better relative satisfaction


sales document management

proposal & quote management

contract management


searching for content

content publishing


social media management

social media analytics




training & onboarding


campaign management

campaign analytics



engagement management

engaging and following up


knowledge management


helpdesk management


contact list management


customer feedback management



products & pricelist management


generation of new leads


communication management

sending & publishing communications




courses & assessment

create learning path


lead qualification



rating and review management




social media marketing


conversion management


account management


relationship management





business development


pipeline management


promotion management


discount management


billing and invoice management




sales review & feedback


sales call management


payment management


competitive intelligence


Top Goals

Goals Achieved

  • Increase sales & revenue

  • Acquire customers

  • Improve consistency

  • Scale best practices

  • Launch new products

  • Improve ROI

  • Enhance customer relationships

  • Build brand awareness

  • See 5 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

medium

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medium

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Business Setting