PandaDoc vs Clio

Side-by-side comparison of features, reviews, pricing and more

PandaDoc

Category: Documentation Tool
Industries: Education, Business

Pricing

Essentials

$19.00

1 User Per Month

Business

$49.00

1 User Per Month

Clio

Category: Documentation Tool
Industries: Business, Marketing, Legal Files

Pricing

EasyStart

$39 USD/user/month

Essentials

$69 USD/user/month

Advanced

$99 USD/user/month

Complete

$129 USD/user/month

20M+ Downloads
5/5

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PandaDoc reviews

Having used a lot of similar apps in the past, I found Pandadoc incredibly easy to use, with virtually no need to use their support or help forums. It's quick and easy to get started and start putting documents together. The theme templates make setting everything up easy, and the pricing table is a joy.

- David F. Managing Director

Everything is one place, user-friendly, I love that you can save templates to repeatedly use, I love that you can choose which signer fills out a section, and I am OBSESSED with the reminder tool! You can set the reminder tool to remind them every day, week, etc. This has gotten clients to sign documents a lot quicker and I'm so grateful.

- Jacquelyn F. District Operations Manager

UI is great and the ability to really customize documents with ease is great. Love the integrated DocuSign feature as well as the tracking of users every time they open it.

- Bobby T. CEO

Clio reviews

Clio offers features necessary for practice management and operation right out of the box; then goes a step further by offering an integration ecosystem that makes it an indispensable part of a successful practice.

- Mazyar H. President

Tasks, document templates, automated billing and bill reminders. We love that Clio is dedicated to continuing to develop their platform and listen to their customers. The Quickbooks integration, among others, saves tons of time.

- Katie B. Office Manager

It has been really good and the team is really responsive.

- Beau A. CEO

Pros & cons

PandaDoc

Pros
PandaDoc proposals look better than anything that I could have come up on my own, and thanks to tokens, the chance of leaving a wrong client name or other important detail is eliminated
I will be honest, I decided to give PandaDoc a try because I like pandas, and because their marketing was great
The process takes 3 minutes at the most to setup, send and sign
If you're a small business getting started and need free e-Signing, PandaDoc is a winner
Great for document storage and organization
Easy to send documents to your clients and easy to see the status of all your documents simply by reviewing your account dashboard."

Cons
The only thing I can think of is pretty lame, but sometimes when I try to open to document the first time I click on the link it says "error
There is a spam problem with the email sent to some customers
I don't have any other concern with PandaDoc
Unfortunately I find the program a bit confusing, it took me a bit longer to understand everything
The only problem I ran into was the document creation date field sometimes displayed tomorrow's date because they have it set to a different timezone than where I'm located."

Clio

Pros
I love the notifications that offer support and training for new options and/or updates within Clio
I like being able to select certain calendars to see at one time or multiple at once if needed
Like checking into a Four Seasons Hotel
The service and quality is excellent
Excellent and affordable option, especially for smaller firms
Having one central place where I can manage my practice is wonderful
Everything from automated online scheduling of appointments to document management to billing to accounting."

Cons
CLIO is missing some things that I took for granted in other software, the biggest being warning the user when a scheduling conflict occurs on the calendar
One time i really need to client support service emergency bit i was a bad experience to reach and resolve the problem
Our firm experience with Clio was frustration and amazement that other firms use this terrible software
I can not imagine the hours wasted at other firms using Clio
There is no restore your organizations work if a rogue employee deletes it or an accidental deletion without nefarious intentions."

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