PandaDoc vs ClickUp

by Gralio Feb 19, 2025

PandaDoc and ClickUp cater to distinct needs. PandaDoc excels in document automation for sales, offering seamless CRM integrations and e-signature features. ClickUp provides a broader work management platform with extensive customization and features, but less specialized document tools.

At Gralio.ai we help to simplify your decision-making process by offering detailed, side-by-side software comparisons like this one, to help you confidently choose the tool that aligns with your business goals.

This comparison was created by analysing 8614 reviews and 60 websites, saving 2 days, 21 minutes of reading.

PandaDoc

Website LinkedIn Twitter

ClickUp

Website LinkedIn Twitter

About

PandaDoc is a software platform that helps businesses create, send, track, and e-sign documents like proposals, contracts, and quotes. It aims to simplify and automate the document workflow, reducing busywork and improving productivity. PandaDoc integrates with popular CRM, payment, and collaboration tools, making it a versatile solution for various teams, including sales, HR, and legal. The platform offers features like customizable templates, approval workflows, and analytics to track document performance.

ClickUp is a comprehensive work management platform designed to consolidate various work processes into one centralized location. It offers a wide array of features including task management, project planning, document collaboration, communication tools, goal setting, and automation options. ClickUp aims to enhance team collaboration, improve visibility across projects, and streamline workflows for increased productivity regardless of team size or industry.

Summary

Main difference

PandaDoc is a document workflow automation platform best suited for sales teams needing to streamline contract and proposal creation, particularly those valuing CRM integrations and legally-binding e-signatures. ClickUp is a broader work management platform ideal for managing diverse projects, tasks, and team communication, prioritizing customization and a wide array of features over deep integrations for specific document types.

Relative strengths of PandaDoc (compared to ClickUp)

Stronger integrations with popular CRMs and payment gateways, making it ideal for sales-focused organizations.
Focus on legally-binding e-signatures, contract management, and document automation provides a streamlined experience for closing deals.
Easy-to-use interface and pre-built templates simplify document creation and management, especially for proposals and quotes.

Relative weaknesses of PandaDoc (compared to ClickUp)

Limited project management features compared to ClickUp, making it less suitable for complex projects or cross-functional team collaboration.
Fewer task management and team communication features than ClickUp, restricting its use as an all-in-one work management solution.
Less customizable than ClickUp, potentially limiting its adaptability for unique document workflows or specialized business processes.

Who is using PandaDoc and ClickUp?

No data

Connor Gillivan

SEO expert; 7x Founder (Exit in 2019)

Bibi The Link Builder

Link Building Expert

Olesia Krilyshyn

Sales Acceleration Specialist at Reply.io

Who should use PandaDoc VS. ClickUp

PandaDoc is a document workflow automation platform ideal for sales teams and other businesses needing to streamline contract and proposal creation. Users praise its ease of use, customizable templates, and integrations with tools like Salesforce and HubSpot. However, some users have noted occasional bugs and limited design customization options. PandaDoc offers a range of pricing plans to suit different business needs.

ClickUp is a versatile project management solution praised for its customizability and robust features. Users appreciate its clean interface and collaborative tools but note occasional glitches. Ideal for teams of all sizes seeking to streamline workflows and centralize work processes.

Best for small to enterprise-level businesses seeking streamlined document workflows.
Suitable for most industries needing to automate contracts, proposals, and other documents.

Ideal for small, medium, and large teams seeking an all-in-one platform.
Suitable for diverse industries including E-commerce, Retail, Healthcare, and Technology.

PandaDoc and ClickUp features

Supported

Partially supported

Not supported

Type in the name of the feature or in your own words tell us what you need

Email white labeling

Supported

PandaDoc supports sending documents from your own email domain.

Not supported

Email white labeling is not supported.
Contract automation

Supported

PandaDoc automates contract lifecycle management to accelerate deal closures.

Partially supported

ClickUp offers basic contract management but full automation requires integration with tools like Juro.
Task Management

Not supported

PandaDoc does not directly support task management outside of document workflows.

Supported

ClickUp fully supports task management, including assigning tasks, setting due dates, and tracking progress.
Multiple Project Views

Partially supported

PandaDoc does not support multiple project views, but integrates with project management tools that do.

Supported

ClickUp supports multiple project views like list, board, Gantt, calendar, and custom views.
Project management integrations

Partially supported

PandaDoc integrates with Trello and Asana. Jira integration might be possible via Zapier.

Partially supported

ClickUp does not natively integrate with tools like Jira, Trello, or Asana, but it could be achieved through third-party services or custom API integrations.
Task management

Partially supported

Tasks can be assigned within document workflows, but not as a standalone feature.

Supported

ClickUp supports the ability to create and assign tasks to team members.

Qualities

Value and Pricing Transparency

+0.12

Neutral sentiment

+0.03

Neutral sentiment
Customer Service

+0.78

Strongly positive sentiment

+0.41

Rather positive sentiment
Ease of Use

+0.94

Strongly positive sentiment

+0.7

Strongly positive sentiment
Reliability and Performance

+0.65

Rather positive sentiment

+0.23

Neutral sentiment
Ease of Implementation

+0.63

Rather positive sentiment

-0.02

Neutral sentiment
Scalability

+0.6

Rather positive sentiment

+0.33

Rather positive sentiment

PandaDoc and ClickUp Pricing

PandaDoc offers a tiered subscription pricing model based on the number of users. The Enterprise plan's pricing is custom.

Plans

User sentiment

Neutral

+0.12

See full Pricing page

ClickUp offers a tiered subscription pricing model with a free plan and several paid plans. The pricing is per user per month, billed annually. They also offer add-ons like ClickUp AI.

Plans

User sentiment

Neutral

+0.03

See full Pricing page

PandaDoc and ClickUp review insights

8552 reviews analysed from and

Users love

Easy to use and user-friendly interface
Customizable templates and a wide variety of them
Seamless integration with other tools like Salesforce and HubSpot
Document tracking features, like view notifications, are very helpful

Highly customizable and adaptable to various workflows.
User-friendly interface praised for its clean design.
Effective for team collaboration and communication.
Robust task management features with multiple views.

Users dislike

Occasional bugs and glitches can be frustrating
Documents sent through PandaDoc sometimes end up in spam folders
Limited design customization options
The mobile app has limited functionality

Occasional glitches and bugs can disrupt workflow.
Mobile app can be glitchy and less intuitive than the desktop version.
Advanced features, like custom workflows, can be complex to set up.
The abundance of features can be overwhelming for new users.

PandaDoc and ClickUp Ratings

G2

4.7/5

(2456)
Capterra

4.5/5

(1118)
Glassdoor

3.4/5

(336)

G2

4.7/5

(2590)
Capterra

4.6/5

(2460)
TrustPilot

3.1/5

(62)
Glassdoor

3.7/5

(393)

Company health

Employee growth

5% decrease in the last year

14% increase in the last year

Web traffic

6% increase in the last quarter

1% decrease in the last quarter

Financing

July 2021 - $51M

July 2021 - $538M

How do PandaDoc's document automation features compare to ClickUp's broader project management tools?

PandaDoc excels in document automation, specifically for sales-related documents like proposals, contracts, and quotes. It streamlines creating, sending, tracking, and e-signing these documents. ClickUp, while offering document collaboration features, is a broader project management tool encompassing task management, communication, and goal setting. Therefore, while ClickUp can manage documents within a project, PandaDoc offers more specialized and robust features specifically for automating document workflows.

Which product better integrates with existing sales and marketing platforms for my team?

PandaDoc is likely the better choice for tighter integration with existing sales and marketing platforms. While ClickUp is a versatile work management platform, PandaDoc is purpose-built for sales document automation and boasts more robust, pre-built integrations with popular CRM and marketing automation tools like Salesforce and HubSpot. This focus on sales-specific integrations suggests a smoother, more streamlined experience for sales and marketing teams already working within those ecosystems.

What are the advantages of PandaDoc?

PandaDoc focuses on document workflow automation, providing advantages in creating, sending, tracking, and e-signing documents like proposals, contracts, and quotes. Its strength lies in streamlining sales processes and integrating with popular CRM, payment, and other business tools. This specialization makes it ideal for sales-focused teams needing efficient document management and a smooth signing experience.

What are the disadvantages of PandaDoc?

Users have reported occasional bugs and glitches, email deliverability issues (ending up in spam folders), limited design customization options, and a mobile app with reduced functionality.

Is PandaDoc cheaper than ClickUp?

PandaDoc's pricing starts at $19/month, while ClickUp offers a free plan and paid plans starting at $7/month. Therefore, ClickUp offers a cheaper option than PandaDoc.

Alternatives to PandaDoc and ClickUp

Adobe Acrobat Sign

Adobe Acrobat Sign is a cloud-based e-signature service that allows you to create, send, sign, and manage legally binding documents. It integrates with popular platforms like Microsoft 365 and Salesforce, letting you work within your existing workflows. Acrobat Sign simplifies the signing process for everyone involved, eliminating the need for printing, scanning, and mailing paper documents.

Notion

Notion is an all-in-one workspace platform designed to help teams organize information, manage projects, and collaborate effectively. It centralizes notes, documents, tasks, and databases, making it easy for teams to access and share information. Notion allows users to customize their workspace with templates and integrations and offers AI features for writing assistance and information retrieval. It aims to be a flexible solution that adapts to various work styles and replaces the need for multiple single-purpose tools.

monday.com

monday.com is a customizable work platform designed to streamline workflows and improve team collaboration. It offers a suite of products, including monday work management, monday sales CRM, and monday dev, each tailored to specific team needs. With features like dashboards, automations, and integrations, monday.com enables businesses to manage projects, track progress, and make data-driven decisions. Its flexible and adaptable design caters to various industries and scales as organizations grow.

Proposify

Proposify is a software platform designed to streamline the sales process by creating, sending, and tracking proposals, quotes, and contracts. It offers customizable templates, electronic signatures, and integrations with CRM and marketing automation tools. Proposify aims to help sales teams close deals faster by providing a professional and efficient way to manage sales documents. It is suitable for mid-sized companies in various industries, such as agencies, IT, and construction, looking to improve their sales workflow and increase close rates.

Fibery

Fibery is a comprehensive work management platform designed to consolidate your team's tools and data. It offers a flexible system to manage projects, track progress, and collaborate on documents, whiteboards, and databases, all within a single, connected workspace. Fibery is highly customizable, allowing you to tailor it to your team's specific workflows and needs, from software development to marketing and beyond. It aims to streamline your operations, improve transparency, and boost cross-team alignment.

Laserfiche

Laserfiche is a software platform that helps businesses go paperless. It allows you to manage and automate documents and tasks, making information easily accessible. Think of it as a central hub for all your important files and processes, with tools to streamline approvals, track data, and improve efficiency across different departments like HR, finance, and customer service. Laserfiche is a well-established solution used by mid-sized and large companies globally.

Page co-authored by

Michal Kaczor

CEO at Gralio

Michal has worked at startups for many years and writes about topics relating to software selection and IT management. As a former consultant for Bain, a business advisory company, he also knows how to understand needs of any business and find solutions to its problems.

Tymon Terlikiewicz

CTO at Gralio

Tymon is a seasoned CTO who loves finding the perfect tools for any task. He recently headed up the tech department at Batmaid, a well-known Swiss company, where he managed about 60 software purchases, including CX, HR, Payroll, Marketing automation and various developer tools.

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