AI CRM suite
Proposal and e-signature software
PandaDoc Alternative: HelloGrowthCRM vs PandaDoc
Last verified against PandaDoc's own pricing and product pages.
Quick verdict
Should you switch from PandaDoc to HelloGrowthCRM?
Decide on evidence.
- Step 1
List must-haves
Pipeline, WhatsApp, calling, reports
- Step 2
Price your team
Cost per user at your real team size
- Step 3
Trial with real leads
A week of genuine follow-up
- Step 4
Check the extras
AI, automation and integrations you need
- Step 5
Plan the move
Export, import and go live
HelloGrowthCRM's free plan lets you run step 3 on real leads before paying.
Who should choose which
US service businesses and sales teams that quote often and want the quote, the signature, the invoice and the payment link to come from the deal record, without a second subscription or a sync between two tools.
Sales, legal and HR teams with heavy document workflows, such as long proposals, contracts with approvals, regulated documents and offer letters, that run a CRM they intend to keep and want a dedicated document platform connected to it.
How to evaluate PandaDoc against a CRM with quoting built in
PandaDoc describes itself as a document management solution that takes an agreement from creation to signature to payment. Its plans cover templates, proposals and e-signature, then add quotes, a product catalog, invoicing and payments on Business, and workflow automation, SSO and data residency on Enterprise. It integrates with the CRMs many sales teams already run, including Salesforce, HubSpot and Pipedrive.
HelloGrowthCRM is an AI CRM suite in which quoting is part of the deal. Line items and the product catalog live on the deal, quotes and proposals are generated from templates with merge fields, customers accept or decline online and sign with built-in e-signature, and the quote becomes an invoice with payment links and overdue reminders. The same record carries the calls, follow-up reminders, tasks on the team's boards and support tickets.
The table above shows both columns as they stand on 2026-10-28. "Included (Growth plan)" means the capability is part of HelloGrowthCRM's Growth plan. "Business and above" or "Enterprise and above" names the PandaDoc plan where the capability starts. "Via integration" means it works through a provider you connect. "Not listed" means PandaDoc's own pricing page does not list the capability; it is not a statement from PandaDoc. Capabilities whose PandaDoc cell could not be checked are left out rather than guessed.
To decide, follow your last ten deals from first call to payment. Count how many tools each one touched and how often data was copied between them. If documents are complex and the CRM is staying, PandaDoc is a strong add-on. If the quote, the signature and the invoice are routine steps in a sales process, building them from the deal in one CRM removes a tool and a sync.
The 10 differences that decide it
What buyers comparing PandaDoc ask about most. Each PandaDoc cell links to PandaDoc's own page.
| What you need | Why it matters | HelloGrowthCRM | PandaDoc |
|---|---|---|---|
| Quotes from the deal | Pricing goes out in minutes, without copying data into another tool. | Included (Growth plan) | Business and aboveSource, checked 2026-10-28 |
| Proposals | Longer proposals are built from the deal instead of a blank document. | Included (Growth plan) | IncludedSource, checked 2026-10-28 |
| E-signature | Contracts get signed without printing or a separate signing tool. | Via integration | IncludedSource, checked 2026-10-28 |
| Invoices | Bill the customer from the same record that won the deal. | Included (Growth plan) | Business and aboveSource, checked 2026-10-28 |
| Recurring invoices | Retainers and subscriptions bill themselves every period. | Included (Growth plan) | Business and aboveSource, checked 2026-10-28 |
| Payment links | Customers pay from a link instead of waiting on a bank transfer. | Via integration | Business and aboveSource, checked 2026-10-28 |
| No-code automations | Routine steps such as assignment, reminders and updates happen without a rep. | Included (Growth plan) | Enterprise and aboveSource, checked 2026-10-28 |
| Customer portal | Customers check tickets, quotes and invoices without emailing you. | Included (Growth plan) | Business and aboveSource, checked 2026-10-28 |
| iOS and Android apps | Reps update deals and call leads from their phone. | Included (Growth plan) | IncludedSource, checked 2026-10-28 |
| REST API | Connect the CRM to your own systems. | Included (Growth plan) | Usage Credits on paid plansSource, checked 2026-10-28 |
What HelloGrowthCRM includes for teams comparing PandaDoc
Included in Growth. Each card says what the feature does not do yet.
Quotes, proposals and invoices
Quotes built from the deal, turned into invoices, plus recurring invoices and AI-drafted proposals.
Limit: Card payments run through a payment provider you connect.
Customer portal
A passwordless portal where customers pay invoices, accept quotes, raise tickets and see bookings.
Limit: There is no vendor or supplier portal.
Email sequences
Multi-step follow-up that stops when the lead replies, triggered by stage changes.
Power dialer
Dialing sessions that call down a list, with recording and the call outcome logged on the lead.
Limit: Parallel (multi-line) dialing is not offered.
Task boards
Table, kanban, calendar, Gantt and analytics views with subtasks, dependencies, several assignees and time tracking.
Limit: No voice notes on tasks yet.
Report builder
About 24 lead and pipeline reports by stage, source, rep, team and channel, saved and exported.
Limit: Scheduled, emailed reports are coming soon.
Commission management
Commission rules by deal value, stage and rep, with an approval step and a payout ledger.
Limit: No tiered slabs, quotas or clawbacks.
Team inbox
Email, SMS, chat, social and WhatsApp conversations in one inbox, with assignment, snooze and mentions.
Limit: AI autopilot drafts and sends on email only.
What it costs for 5, 10 and 25 users
Year-one cost at list price: HelloGrowthCRM Growth at $12 per user per month, and PandaDoc Business at $49 per user per month (billed annually, from PandaDoc's pricing page, checked 2026-10-28).
| Team size | HelloGrowthCRM | PandaDoc Business |
|---|---|---|
| 5 users | $720 | $2,940 |
| 10 users | $1,440 | $5,880 |
| 25 users | $3,600 | $14,700 |
Business is the PandaDoc plan with payments and a product catalog. Starter is $19 per seat; documents created through the API or bulk send use paid credits.
Try your own team size
PandaDoc Business
$5,880 in year one
$49 per user per month, billed annually.
HelloGrowthCRM Growth
$1,440 in year one
$12 per user per month.
PandaDoc price from its pricing page, checked 2026-10-28. Taxes, usage charges and add-ons are not included on either side.
Why teams look past PandaDoc
Teams usually reconsider PandaDoc for three reasons.
The first is the second tool. PandaDoc connects to a CRM rather than replacing one, so quotes pull data through a sync, and the deal, the document and the follow-up live in different places. HelloGrowthCRM builds quotes and proposals from the deal's line items and product catalog, and the signed quote turns into an invoice on the same record.
The second is plan gating. At PandaDoc, quotes, line items, the product catalog, invoicing and payments start on Business, and workflow automation and SSO on Enterprise. HelloGrowthCRM includes quotes, proposals, built-in e-signature, invoices, recurring invoices and workflow automation in the Growth plan.
The third is what happens after the signature: HelloGrowthCRM's overdue payment reminders, browser dialer, follow-up reminders and task boards keep the team working the account in one place.
Where PandaDoc is stronger
- Built-in e-signature with detailed signing workflows; in HelloGrowthCRM e-signature runs through a connection.
- Document analytics and a large template library.
- Deep embedding inside other CRMs such as HubSpot and Salesforce.
Full capability comparison
51 capabilities in 13 groups. Open a group to see every row.
Quotes, invoices and payments (22)
| Capability | HelloGrowthCRM | PandaDoc |
|---|---|---|
| Quotes | Included (Growth plan) | Business and above |
| Quote templates | Included (Growth plan) | Included |
| Proposals | Included (Growth plan) | Included |
| Document templates with merge fields | Included (Growth plan) | Included |
| Shareable quote link | Included (Growth plan) | Included |
| Online quote accept or decline | Included (Growth plan) | Included |
| Quote accept or decline from email | Included (Growth plan) | Included |
| Proposal and quote PDF export | Included (Growth plan) | Included |
| Email quotes and notes | Included (Growth plan) | Included |
| Built-in e-signature | Included (Growth plan) | Included |
| E-signature | Via integration | Included |
| Invoicing | Included (Growth plan) | Business and above |
| Invoice template builder | Included (Growth plan) | Included |
| Recurring invoices | Included (Growth plan) | Business and above |
| Payment links | Via integration | Business and above |
| Online card payments | Via integration | Business and above |
| Overdue payment reminders | Included (Growth plan) | Business and above |
| QuickBooks Online sync | Via integration | Via integration |
| Accounts receivable aging | Included (Growth plan) | Limited |
| Invoice email delivery | Included (Growth plan) | Included |
| Late fees and early-payment discounts | Included (Growth plan) | Limited |
| Sales tax and VAT handling | Limited | Limited |
AI (2)
| Capability | HelloGrowthCRM | PandaDoc |
|---|---|---|
| AI proposal generation | Included (Growth plan) | Beta |
| AI document generation | Included (Growth plan) | Beta |
Sales execution (2)
| Capability | HelloGrowthCRM | PandaDoc |
|---|---|---|
| Deal line items | Included (Growth plan) | Business and above |
| Product and price catalog | Included (Growth plan) | Business and above |
Records and pipeline (2)
| Capability | HelloGrowthCRM | PandaDoc |
|---|---|---|
| Multiple currencies | Included (Growth plan) | Included |
| Comments and @mentions | Included (Growth plan) | Included |
Integrations (4)
| Capability | HelloGrowthCRM | PandaDoc |
|---|---|---|
| Stripe | Via integration | Via integration |
| Salesforce sync | Via integration | Via integration |
| HubSpot sync | Via integration | Via integration |
| Pipedrive sync | Via integration | Via integration |
Support and customer success (3)
| Capability | HelloGrowthCRM | PandaDoc |
|---|---|---|
| Customer portal | Included (Growth plan) | Business and above |
| Customer invoice portal with pay | Included (Growth plan) | Limited |
| Client document checklists | Included (Growth plan) | Limited |
Automation (3)
| Capability | HelloGrowthCRM | PandaDoc |
|---|---|---|
| Visual workflow automation | Included (Growth plan) | Enterprise and above |
| Public REST API | Included (Growth plan) | Usage Credits on paid plans |
| Zapier | Via integration | Via integration |
Calling and messaging (1)
| Capability | HelloGrowthCRM | PandaDoc |
|---|---|---|
| Email open and click tracking | Coming soon | Business and above |
Lead capture (1)
| Capability | HelloGrowthCRM | PandaDoc |
|---|---|---|
| Embeddable web lead form | Included (Growth plan) | Business and above |
Reporting (1)
| Capability | HelloGrowthCRM | PandaDoc |
|---|---|---|
| Standard dashboards | Included (Growth plan) | Included |
Security and admin (7)
| Capability | HelloGrowthCRM | PandaDoc |
|---|---|---|
| Roles and permissions | Included (Growth plan) | Enterprise and above |
| Audit log | Included (Growth plan) | Included |
| Single sign-on (SAML/OIDC) | Included (Growth plan) | Enterprise and above |
| SOC 2 certification | Included (Growth plan) | Included |
| HIPAA compliance | Not available | Enterprise and above |
| Two-factor authentication | Included (Growth plan) | Included |
| Data residency choice | Included (Growth plan) | Enterprise and above |
Mobile (1)
| Capability | HelloGrowthCRM | PandaDoc |
|---|---|---|
| Native iOS and Android apps | Included (Growth plan) | Included |
Tasks and operations (2)
| Capability | HelloGrowthCRM | PandaDoc |
|---|---|---|
| Task boards (kanban) | Included (Growth plan) | Not listed |
| Task automation rules | Included (Growth plan) | Not listed |
Sources for the PandaDoc column (51)
Each PandaDoc cell is checked against PandaDoc's own documentation or pricing page. A cell that has not been re-checked within 120 days is removed from the table rather than shown out of date. “Not listed” means PandaDoc's own product or pricing pages do not list the capability; it is not a statement from PandaDoc.
- Quotes: pandadoc.com/pricing/ · checked 2026-10-28
- Quote templates: pandadoc.com/pricing/ · checked 2026-10-28
- Proposals: pandadoc.com/pricing/ · checked 2026-10-28
- AI proposal generation: support.pandadoc.com/en/articles/15517754-editing-documents-with-the-pandaai-chat · checked 2026-10-28
- AI document generation: support.pandadoc.com/en/articles/15517754-editing-documents-with-the-pandaai-chat · checked 2026-10-28
- Document templates with merge fields: pandadoc.com/pricing/ · checked 2026-10-28
- Shareable quote link: pandadoc.com/pricing/ · checked 2026-10-28
- Online quote accept or decline: pandadoc.com/pricing/ · checked 2026-10-28
- Quote accept or decline from email: pandadoc.com/pricing/ · checked 2026-10-28
- Proposal and quote PDF export: pandadoc.com/pricing/ · checked 2026-10-28
- Email quotes and notes: pandadoc.com/pricing/ · checked 2026-10-28
- Built-in e-signature: pandadoc.com/pricing/ · checked 2026-10-28
- E-signature: pandadoc.com/pricing/ · checked 2026-10-28
- Deal line items: pandadoc.com/pricing/ · checked 2026-10-28
- Product and price catalog: pandadoc.com/pricing/ · checked 2026-10-28
- Multiple currencies: support.pandadoc.com/en/articles/9714713-add-and-set-up-quote-builder · checked 2026-10-28
- Invoicing: support.pandadoc.com/en/articles/9714744-payments · checked 2026-10-28
- Invoice template builder: pandadoc.com/pricing/ · checked 2026-10-28
- Recurring invoices: support.pandadoc.com/en/articles/9714744-payments · checked 2026-10-28
- Payment links: pandadoc.com/pricing/ · checked 2026-10-28
- Online card payments: pandadoc.com/pricing/ · checked 2026-10-28
- Overdue payment reminders: support.pandadoc.com/en/articles/9714744-payments · checked 2026-10-28
- QuickBooks Online sync: pandadoc.com/integrations/ · checked 2026-10-28
- Stripe: support.pandadoc.com/en/articles/9714942-stripe-checkout-payments · checked 2026-10-28
- Customer portal: pandadoc.com/pricing/ · checked 2026-10-28
- Visual workflow automation: pandadoc.com/pricing/ · checked 2026-10-28
- Email open and click tracking: pandadoc.com/pricing/ · checked 2026-10-28
- Embeddable web lead form: pandadoc.com/pricing/ · checked 2026-10-28
- Standard dashboards: pandadoc.com/pricing/ · checked 2026-10-28
- Public REST API: pandadoc.com/api/ · checked 2026-10-28
- Zapier: pandadoc.com/integrations/ · checked 2026-10-28
- Salesforce sync: pandadoc.com/integrations/ · checked 2026-10-28
- HubSpot sync: pandadoc.com/integrations/ · checked 2026-10-28
- Roles and permissions: pandadoc.com/pricing/ · checked 2026-10-28
- Audit log: pandadoc.com/pricing/ · checked 2026-10-28
- Single sign-on (SAML/OIDC): pandadoc.com/pricing/ · checked 2026-10-28
- SOC 2 certification: pandadoc.com/pricing/ · checked 2026-10-28
- HIPAA compliance: pandadoc.com/pricing/ · checked 2026-10-28
- Native iOS and Android apps: pandadoc.com/pricing/ · checked 2026-10-28
- Comments and @mentions: pandadoc.com/pricing/ · checked 2026-10-28
- Task boards (kanban): pandadoc.com/pricing/ · checked 2026-10-28
- Accounts receivable aging: support.pandadoc.com/en/articles/9714744-payments · checked 2026-10-28
- Customer invoice portal with pay: pandadoc.com/pricing/ · checked 2026-10-28
- Invoice email delivery: pandadoc.com/pricing/ · checked 2026-10-28
- Late fees and early-payment discounts: support.pandadoc.com/en/articles/9714713-add-and-set-up-quote-builder · checked 2026-10-28
- Sales tax and VAT handling: support.pandadoc.com/en/articles/9714713-add-and-set-up-quote-builder · checked 2026-10-28
- Client document checklists: pandadoc.com/pricing/ · checked 2026-10-28
- Pipedrive sync: pandadoc.com/integrations/ · checked 2026-10-28
- Two-factor authentication: pandadoc.com/pricing/ · checked 2026-10-28
- Data residency choice: pandadoc.com/pricing/ · checked 2026-10-28
- Task automation rules: pandadoc.com/pricing/ · checked 2026-10-28
Switch from PandaDoc in 4 steps
- Save your PandaDoc templates and export the contacts you send to.
- Import contacts into HelloGrowthCRM and rebuild your quote and proposal templates.
- Connect your payment provider and test a quote through to an invoice.
- Run both for a week on new deals, then stop creating documents in PandaDoc.
Your data
Export recipients to CSV and keep signed PandaDoc documents as files on the deal.
Learning curve
A guided setup wizard creates the pipeline, stages and fields; you can keep your current stage names.
Get the switching checklist by email
Verdict
Choose PandaDoc if documents are the centre of the workflow: complex proposals, contracts with approval chains and compliance needs, HIPAA support, and a CRM you want to keep, since PandaDoc connects to Salesforce, HubSpot, Pipedrive and others. Choose HelloGrowthCRM if you want quotes, proposals, e-signature and invoices generated from the deal itself, in the CRM where the team also calls, follows up and works from task boards, at a published per-user price.
Want to see the difference?
See how HelloGrowthCRM compares to PandaDoc on your own pipeline.
Comparison FAQ
More CRM comparisons
See how HelloGrowthCRM compares with other tools teams shortlist.
Explore More
Related Products
Security and migration, handled
Everything you need to move quickly and trust the system you're switching to.
Security & governance
- SOC 2 Type II report (available under NDA)
- AES-256 at rest · TLS 1.3 in transit
- SSO and 2FA support
- Full audit log on all user actions
- Hosted on AWS (US regions)
- GDPR & DPDPA-aligned data handling
Implementation & support
- Onboarding included in Growth
- We handle data migration — not you
- Same-day demo response (business hours)
- Email + chat support on Growth
- Dedicated specialist on Growth Engine+
- 90-day post-onboarding check-in included
Take the next step
Free Forever • No Credit Card Required
Prefer email? Write to sales@hellogrowthcrm.com