Is PandaDoc holding your workflow back?
Its rigid pricing and integration gaps can seriously stall your growth, forcing you to look for a more flexible and powerful document solution.
The real issue is when your tools create friction instead of removing it. This slows down your sales cycle and frustrates your entire team.
According to McKinsey, 70% of organizations are piloting business process automation. This shows a clear need for tools that truly streamline document workflows, not complicate them with limitations.
The good news is you can find a replacement that fits your budget and integrates with your existing tech stack.
For any business dealing with document solutions, understanding document retention for compliance is crucial.
In this guide, I’ll review the best PandaDoc alternatives to fix these problems. I’ve focused on options with more flexible pricing and features.
You’ll discover tools that boost team productivity and support your growth, without causing budget headaches or complex migration issues down the line.
Let’s dive right in.
Quick Summary:
| # | Software | Target Users |
|---|---|---|
| 1 | FileCenter → | SMBs needing streamlined document management and cost savings |
| 2 | PaperMark → | Teams requiring secure, customizable document sharing with analytics |
| 3 | DealHub → | Companies seeking improved sales efficiency and scalable deal management |
| 4 | Loopio → | Growing teams wanting faster, accurate RFP and proposal responses |
| 5 | Oneflow → | B2B teams needing interactive contract collaboration and AI insights |
1. FileCenter
Struggling with disorganized paperwork and document chaos?
FileCenter offers a powerful solution to manage, edit, scan, and organize your documents all from one simple desktop interface.
If your team wastes hours searching for files or juggling multiple tools, FileCenter’s easy-to-use interface reduces these headaches drastically, keeping your documents accessible and well-structured.
Let’s explore how this software fits your needs perfectly.
FileCenter converts paper documents into searchable PDFs, lets you edit them, and stores everything within consistent folder templates you create. This approach means you spend less time lost in clutter and more time focusing on your work.
It integrates with popular cloud providers like Google Drive, OneDrive, and Dropbox, allowing secure access to files whether local or in the cloud, matching your team’s workflow preferences.
Plus, FileCenter’s OCR tech intelligently scans and converts documents, then routes them automatically by content, saving extra time and effort. The client portal feature adds secure, effortless file exchange between your office and clients, enhancing communication without complex setups.
With smooth installation support and training resources, FileCenter helps all skill levels adopt document management easily, preventing costly learning curves or downtime.
FileCenter combines essential features with affordability, helping you cut costs without losing functionality.
Key features:
- Advanced PDF scanning and editing capabilities enable creation, modification, and management of searchable PDFs within a consistent folder system designed for team use.
- Cloud and local storage integration grants easy access to documents stored on Google Drive, OneDrive, Dropbox, or Windows Remote Access for flexible workflows.
- Automated OCR and document routing intelligently processes batches of scanned documents, reducing manual sorting and improving office efficiency.
Verdict:
FileCenter stands out among the best PandaDoc alternatives by delivering easy document editing, cloud compatibility, and powerful automation at a fraction of typical costs, ideal for SMBs wanting streamlined file control and cost savings.
2. PaperMark
Struggling with secure document sharing and tracking?
PaperMark offers smart data rooms with detailed page-by-page analytics, customizable branding, and precise link permissions to address these needs. Its open source and self-hosted nature gives you full control over your data.
If your team worries about unauthorized access or compliance risks, PaperMark helps by giving granular access control and real-time visitor insights. With features like custom domains and revocable links, you gain total control over document sharing and insights while maintaining brand consistency.
Let’s explore a better way to share documents securely.
PaperMark solves document sharing headaches by combining security and marketing needs into one platform.
You can upload documents, create secure data rooms, and track exactly how long visitors spend on each page, with real-time notifications to focus on engaged prospects, which helps streamline sales and fundraising workflows.
Beyond tracking, it supports advanced security measures like military-grade encryption, GDPR and HIPAA compliance, plus two-factor authentication and single sign-on. These features make it a solid choice for industries where privacy is critical, such as real estate, healthcare, and startups managing investor relations.
Its open source approach means you can self-host for maximum security and customize the solution to fit your infrastructure, reducing migration barriers and workflow disruption.
Security, customization, and analytics come together to support your document management needs.
Key features:
Granular access controls and link permissions let you decide exactly who views documents and for how long, plus revoke access instantly to protect sensitive data.
Page-by-page analytics and real-time notifications provide deeper visibility into document engagement, helping your team prioritize interested leads and investors effectively.
Open source and self-hosted solution offers unparalleled control over your data security and compliance with GDPR, HIPAA, and CCPA to fit various industry needs.
Verdict:
With advanced tracking, customizable branding, and robust security, PaperMark stands out among the best PandaDoc alternatives for teams needing tight control and detailed insights during document sharing. Thousands of companies trust its open source platform for fundraising, sales, and legal workflows.
4. DealHub
Struggling with slow and error-prone sales processes?
DealHub offers a robust CPQ engine, automated approval workflows, and adaptive pricing models to tackle inefficient quoting and pricing issues.
By providing a centralized system that configures complex quotes and automates approvals, DealHub eliminates common bottlenecks, boosting accuracy and speeding up sales cycles. This means you benefit from real-time deal visibility and streamlined internal communications that keep your team aligned.
Here’s how DealHub helps.
DealHub simplifies quote-to-revenue execution by centralizing sales operations and automating workflows for teams of all sizes.
The platform features a powerful quote configuration engine with adaptive pricing models and dynamic discounting, helping your sales reps tailor proposals accurately while reducing errors and delays.
It also includes a branded digital sales room called DealRoom, which facilitates buyer engagement through real-time collaboration, contract negotiation, built-in eSignatures, and secure document management. Additionally, the subscription billing and revenue lifecycle management tools let you automate recurring revenue workflows, integrate billing with CRM and ERP systems, and gain clear revenue analytics—all supporting long-term scalability and smoother operations.
This all-in-one approach helps your sales and operations teams close deals faster and with confidence.
Key features:
- Automated CPQ and approval workflows that simplify pricing configuration for complex products while reducing manual errors and accelerating sales cycles.
- Branded DealRoom digital sales rooms enabling seamless buyer-seller collaboration, real-time engagement tracking, and integrated eSignatures.
- Subscription billing and revenue management with flexible pricing, automated renewals, and robust analytics integrated with CRM/ERP software.
Verdict:
With its comprehensive CPQ tools, contract lifecycle management, and buyer engagement features, DealHub stands out as one of the best PandaDoc alternatives for companies seeking improved sales efficiency, better integrations, and scalable revenue operations without hidden costs.
5. Loopio
Struggling to respond quickly and accurately?
Loopio helps your team automate responses to RFPs, security questionnaires, and due diligence requests, letting you save time and avoid repetitive work.
By combining AI-powered answer suggestions with a secure, easy-to-use content library, Loopio streamlines collaboration and review. This means your team spends less time hunting for answers and more time focusing on winning proposals with consistent, high-quality responses every time.
Here’s how it works.
Loopio accelerates your entire response process from qualification to submission using intuitive AI and automation.
You start by qualifying bids using a built-in go/no-go tool, then quickly generate a first draft with AI assistance. The system draws from a centralized, compliant content library to populate answers, making it simple for your sales and subject matter experts to collaborate. This reduces errors and keeps information up to date, helping your team respond faster without sacrificing accuracy.
Additionally, Loopio tracks progress, manages review cycles, and provides clear reporting on your wins and content effectiveness. It integrates with tools you already use, like Salesforce, Slack, and Microsoft Office, enabling smooth workflow adoption and minimal disruption. The platform also offers advanced security and compliance features so sensitive data stays protected throughout the process.
You’ll find Loopio supports scalability and improves your team’s productivity and confidence.
Key features:
- AI-powered content automation: Quickly generate first drafts using AI drawing only from your secure content library, slashing response times and increasing accuracy.
- Built-in collaboration tools: Manage reviews, engage subject matter experts, and track progress to keep your team aligned and responses consistent.
- Robust integrations: Connect easily with Salesforce, Slack, Microsoft Office, and cloud storage to fit into your existing workflows without friction.
Verdict: Loopio’s smart AI, centralized content management, and comprehensive workflow support make it one of the best PandaDoc alternatives for growing teams wanting to improve RFP speed, accuracy, and collaboration while controlling costs and minimizing risk. Trusted by over 1,500 companies, it offers proven time savings and measurable business impact.
6. Oneflow
Looking for easier contract management?
Oneflow tackles contract chaos with interactive digital contracts that replace static documents, PDFs, and email back-and-forth. Features like real-time collaboration, approval workflows, and tracking help streamline contract handling.
With Oneflow, you avoid endless versions and email chains while keeping all negotiations live. This live collaboration removes inefficiencies and speeds up contract cycles without sacrificing control or compliance. It fits perfectly if you want to reduce manual work and prevent the risk of misplaced or outdated contracts.
Let’s explore how Oneflow fixes these issues.
Oneflow offers a single platform for your entire contract process, helping you create, collaborate, review, sign, manage, and integrate contracts effortlessly.
You can create dynamic, not static contracts with editable product and pricing tables along with embedded videos to explain details. This interactive and flexible contract format makes it easy for sales, HR, procurement, and legal teams to work together efficiently.
Beyond creation, Oneflow includes AI-powered contract reviews and risk analysis that give instant insights to reduce errors. The platform also supports secure e-signatures with multiple signing methods and signing order control, simplifying the signing process.
Additionally, Oneflow integrates natively with popular CRMs like HubSpot and Salesforce, and supports API access and plug & play integrations to sync contract data throughout your systems. This keeps your data consistent and accessible, which is key for scaling your operations.
It’s designed to save you time, increase visibility, and maintain control throughout your contracts.
Key features:
Real-time collaboration on live contracts that eliminates drafts, email versions, and manual tracking, helping your team work faster without confusion.
AI-powered contract review and risk analysis providing smart suggestions and compliance checks to reduce errors and speed approvals.
Robust integrations including HubSpot, Salesforce, and API let you connect contracts directly to your CRM and workflows for a single source of truth.
Verdict: Oneflow stands out as one of the best PandaDoc alternatives by offering dynamic contract creation, seamless collaboration, AI insights, and strong CRM integrations. It helps you reduce admin, cut contract cycles, and gain full control with a user-friendly platform trusted by growing B2B companies.
7. OneSpan
Struggling with document security and workflow complexity?
OneSpan offers a secure eSignature platform combining identity verification, smart forms, and digital notarization to simplify agreement processes and boost compliance.
By delivering these capabilities alongside robust security measures, it addresses the need for improved operational efficiency and customer satisfaction. With high-quality digital customer experience and compliance standards, your business stays protected while moving faster.
Here’s how OneSpan helps.
OneSpan’s digital agreements platform integrates tightly with over 1,000 business applications, enhancing your existing workflows without disruption.
Its solution includes an advanced security architecture that protects user identities and documents during signing, reducing the risk of fraud and errors.
Moreover, OneSpan’s smart forms and digital notarization capabilities make capturing data and completing agreements on any device hassle-free, setting the stage for smoother customer onboarding and approval cycles.
Another benefit comes from the inclusion of FIDO hardware authenticators and multi-factor authentication tools, which safeguard transactions and workforce access against phishing and credential theft. These features combine to enhance security and trust, while boosting productivity across teams handling sensitive agreements.
All this ensures you keep control over compliance and operational costs while scaling smoothly.
Key features:
- Comprehensive eSignature and verification tools that streamline agreement workflows while protecting sensitive data and meeting regulatory requirements.
- Pre-built integrations with 1,000+ business applications enabling seamless embedding of signing processes into your existing systems and reducing workflow disruption.
- Robust security offerings including FIDO passwordless authentication and transaction signing to defend against fraud and improve user confidence.
Verdict:
OneSpan stands out as one of the best PandaDoc alternatives due to its strong security focus, extensive integration options, and user-friendly smart forms. It offers a balanced mix of features that improve compliance and cut operational friction, helping you confidently scale your digital agreements.
8. Proposify
Struggling with slow, error-prone proposals?
Proposify offers tailored features like document automation, interactive quotes, and contract management to speed up your sales process.
If your team wastes time fixing mistakes or juggling outdated documents, Proposify’s ability to pull CRM data and lock down key sections ensures error-free, professional documents every time, keeping close rates high and deals flowing.
Here’s how the solution works.
Proposify helps you create polished, on-brand proposals with drag-and-drop templates and a centralized content library that keeps your materials consistent and easy to find.
Its interactive quoting tools let clients adjust quantities and options, which speeds approvals and prevents errors, perfect if you want to simplify complicated pricing.
Plus, you can manage contracts, get legal e-signatures, and accept payments all within one platform, helping you close deals faster without switching apps. Workflow controls like approval triggers and granular roles reduce bottlenecks and keep your process smooth and compliant.
On top of that, Proposify integrates with hundreds of apps like CRMs and invoicing tools, so your data stays up to date and workflows stay intact across systems.
It’s a solution built to boost your productivity and help you win more deals.
While we’re discussing business solutions, understanding on-premise vs cloud document management is equally important.
Key features:
- Drag-and-drop branded templates allow non-designers to create professional proposals quickly with unlimited content library and embedded media support.
- Interactive quoting and client forms enable customizable proposals where clients can adjust pricing options, reducing back-and-forth.
- Workflow controls with approval triggers and granular roles ensure compliance and streamline your sales process while reducing errors.
Verdict:
Proposify stands out as one of the best PandaDoc alternatives by doubling close rates and cutting proposal generation time to just 17 minutes. Its comprehensive features, including CRM data integration and e-signatures, support growing teams aiming for efficiency and scalability.
9. Qwilr
Looking for proposals that truly engage buyers?
Qwilr’s drag-and-drop editor lets you create interactive proposals and quotes sent directly from your CRM, reducing manual work while impressing prospects.
If you’re stuck sending static PDFs, Qwilr’s ability to deliver personalized, web-based proposals means you can track exactly how buyers interact with your content. This empowers your team with insights to focus on quality leads and close faster without sifting through endless email threads or outdated versions.
Let’s explore how it works.
Qwilr simplifies the entire sales process by combining proposal creation, signature collection, payment requests, and buyer analytics into one tool designed to save your team time.
You can generate interactive quotes tailored to each buyer and collect payments within proposals using QwilrPay, all while automatically tracking buyer engagement with real-time notifications. This helps you pinpoint the best moments to follow up and close deals.
Another standout is the deep CRM integration with platforms like HubSpot, Salesforce, and Zoho, which reduces manual data entry and keeps workflows smooth. Coupled with legally binding e-signatures and password protection, your proposals stay professional and secure. These connected features contribute to a 20%+ increase in win rates and a 20% reduction in time to close deals.
Qwilr delivers engaging, efficient sales experiences that grow your revenue effortlessly.
Key features:
- Interactive proposal creation with a drag-and-drop editor that eliminates formatting headaches and enables quick, professional content tailored for each buyer.
- Integrated payments and e-signatures enable your team to collect legally binding approvals and payment directly within proposals, speeding up the sales cycle.
- Robust analytics and CRM integrations provide real-time insights into buyer engagement and automate workflows, reducing manual updates and improving team productivity.
Verdict:
Qwilr combines tailored proposals, payment collection, and powerful buyer tracking with seamless CRM integration, making it one of the best PandaDoc alternatives to boost win rates and shorten sales cycles with a user-friendly experience.
10. RFPIO
Struggling to manage complex proposals quickly?
RFPIO offers AI-powered response management that drafts answers and streamlines workflows, cutting time spent on bids and questionnaires by up to 80%.
Many teams get bogged down in repetitive writing and searching, wasting precious hours. RFPIO’s platform uses AI agents trained on billions of data points to speed up responses while keeping content accurate and consistent.
Here’s how this helps you succeed.
RFPIO tackles proposal bottlenecks with its intelligent automation and collaboration tools, letting your team focus on winning deals.
Its key strength lies in the ability to draft responses automatically, saving hours by searching a massive knowledge base and handling repetitive tasks. This accelerates proposal creation without losing quality, benefiting sales and ops teams alike.
The platform also supports collaborative workflows that ensure everyone stays aligned, plus deep analytics to monitor progress and improve win rates. Integrations with existing tools mean your processes don’t get disrupted, just better supported.
This breadth of capabilities leads to real results like cutting response costs by millions, boosting proposal submissions, and reducing content maintenance time significantly.
If you want to boost productivity and reduce proposal chaos, this platform fits well.
If you’re also looking into optimizing document processes, my article on document management strategies covers key approaches.
Key features:
- AI-powered automated response drafting saves up to 80% of time spent on questionnaires and RFPs by providing accurate, context-aware answers from a robust knowledge base.
- Collaborative workflow management enables your entire proposal team to coordinate easily, improving content consistency and speeding approvals across departments.
- Extensive reporting and analytics help track proposal progress, identify bottlenecks, and optimize win rates, supporting data-driven decision making.
Verdict: With its AI-driven drafting, collaborative workflows, and analytics, RFPIO stands out as one of the best PandaDoc alternatives. It helps reduce proposal time dramatically while enhancing accuracy and team coordination, delivering measurable ROI for growing B2B teams.
11. DocuSign
Struggling to manage agreements efficiently?
DocuSign offers AI-powered Intelligent Agreement Management to automate workflows, analyze contracts, and improve overall agreement handling within your existing systems.
If you’re dealing with slow contract cycles or poor visibility across documents, this software provides centralized agreement management with AI insights to uncover risks and boost productivity.
Here’s how DocuSign tackles these issues.
DocuSign simplifies your agreement process start to finish.
You can send, sign, and track documents from any device with collaborative commenting, shared templates, and delivery in apps signers already use. This helps you finalize agreements faster with tools your team already trusts, improving turnaround times.
Plus, it automates agreement workflows with no coding required, letting you build tailored processes for procurement, sales, HR, and legal functions. The platform also provides secure authentication and compliance tools to reduce errors and keep agreements airtight. With AI, it tracks renewals and alerts you proactively, helping you avoid missed deadlines and contract risks.
Finally, rich integrations and a robust App Center help you extend these capabilities and connect with your existing technology stack for streamlined operations.
DocuSign empowers you to save time, reduce risks, and accelerate deals.
Key features:
AI-powered agreement management: Analyze and automate contracts, uncover hidden risks, and gain valuable insights from a central repository to improve workflow efficiency.
Comprehensive eSignature capabilities: Send, sign, and track documents anywhere on any device with collaborative tools and multi-channel delivery including SMS and WhatsApp.
Custom workflow automation without coding: Build tailored approval and contract processes for sales, procurement, and HR that simplify complex steps and speed up cycle times.
Verdict: With its powerful AI insights, customizable workflows, and trusted eSignature tools, DocuSign stands out as one of the best PandaDoc alternatives, helping teams reduce contract times by over 50% and unlock hidden agreement value for smarter business growth.
12. GetAccept
Struggling to close deals efficiently?
GetAccept offers proposals, contract management, and e-signatures designed to help your sales team move deals faster and more smoothly.
If you’re dealing with complex workflows, trackable proposals and real-time engagement insights help you understand buyer behavior and act timely, reducing deal friction and missed opportunities.
Here’s why this matters.
Let’s explore the solution.
GetAccept helps you close deals quicker by combining personalized proposals and a digital sales room that keeps everything organized and accessible.
You can create branded proposals swiftly with ready-made templates, then track and engage with buyers using real-time insights into document activity to know exactly when to follow up. This makes managing deal flow less stressful and more proactive.
Another powerful feature is its secure contract management platform that keeps all contracts centralized with renewal reminders, coupled with globally compliant e-signatures that speed up closing while maintaining trust. Integrations with Salesforce, HubSpot, and others make it fit well into your current tech without disruption, helping your team stay efficient across the sales cycle.
It’s all about enabling your team to win more, lose less time.
Key features:
- Trackable, personalized proposals: Quickly build branded proposals using templates and monitor buyer engagement to know the perfect follow-up moments.
- Secure contract management and e-signatures: Centralize contracts with automated reminders and trusted global e-signatures for faster, reliable closings.
- Robust CRM integrations: Native connections with Salesforce, HubSpot, Microsoft Dynamics, and over 500 integrations keep your workflows smooth and connected.
Verdict: GetAccept stands out among the best PandaDoc alternatives thanks to its focus on trackable proposals, secure contract handling, and deep CRM integration. Case studies show sales cycles shortened by up to 67% and win rates doubled, making it a solid choice to grow revenue without complications.
Conclusion
Finding the right replacement is tough.
With countless tools promising the world, it’s easy to feel overwhelmed. You need a solution that finally fixes your pricing and integration headaches for your startup.
Gartner projects that by 2024, nearly 50% of organizations will adopt modern data solutions. This shows a clear shift toward smarter tools that cut operational costs without sacrificing workflow accuracy.
Here is my top recommendation.
After reviewing every option, FileCenter is the clear winner. It delivers powerful document control without the high costs or integration gaps you’re trying to escape.
Its easy-to-use desktop interface makes organizing, scanning, and editing a breeze. When searching for the best PandaDoc alternatives, you need a tool that truly streamlines daily work.
I highly recommend you start a free trial of FileCenter and see how it transforms your document management firsthand.
Your team will get hours back weekly.
