Choosing the right document generation [or automation] tool is becoming challenging these days because of the availability of top tools. For instance, Docs Made Easy and PandaDoc have become the top choices for many businesses ever since Conga has tweaked their pricing structure.
Between the two great doc-gen tools – Docs Made Easy and PandaDoc, how can you manage to make the right choice?
No worries!
If you feeling stuck, this blog is for you. Here, I have listed below the valuable reasons that you can consider before choosing the suitable document generation tool.
Let’s dissect some primary differences to enable you to make the right decision.
1. Integration with Salesforce: Which One Performs Better?
Docs Made Easy is built natively for Salesforce, providing a seamless and native integration experience. It allows users to create, edit, and control documents without having to leave Salesforce, making it a very effective option.
On the other hand, PandaDoc comes with Salesforce integration; however, it requires a complete setup process and needs customization separately. As a result, the experience might not be smooth because it will provide less automation, hindering a streamlined workflow.
Winner: Docs Made Easy (Better native integration with Salesforce)
2. Pricing: Which Solution Offers More Value?
Before choosing the right Salesforce CRM document generation solution, prizing structure is the first & foremost thing that concerns businesses of all sizes. Considering this, Docs Made Easy has planned a competitive pricing model that includes less or no additional fees. Rather, it delivers great value for money by saving banks; especially for startups or small-sized businesses.
If we talk about PandaDocs, it is highly costly compared to Docs Made Easy as it has extra charges if the user wants to leverage premium features. So, for companies with a low budget or who have just entered the business line, Docs Made Easy is the right tool for you.
Winner: Docs Made Easy (Affordable with clear pricing)
3. Customization and Flexibility
Both applications have customizable document templates, but Docs Made Easy has more dynamic field mapping and more flexible templates, which are specifically geared toward Salesforce users. This enables businesses to produce tailored documents rapidly and with minimal hassle.
PandaDoc also has template customization, but it will involve more manual tweaking and additional steps to correlate with Salesforce data fields.
Winner: Docs Made Easy (More seamless customization within Salesforce)
4. User Experience and Ease of Use
Docs Made Easy is designed with an intuitive interface, making it possible for Salesforce users to create and manage documents with little training. Its ease of use and direct integration make it simple to implement.
PandaDoc, though robust, has a higher learning curve because of its extensive feature set and distinct platform interface. Users might require extra onboarding time to tap into their full potential.
5. Customer Support and Assistance
Customer support is the make-or-break feature of any software experience. Docs Made Easy features committed and active support, guaranteeing fast fixes and customized support to Salesforce users.
Customer support is available from PandaDoc, but users complain about the delays and less customized support, particularly while integrating with Salesforce.
Winner: Docs Made Easy (Faster, more customized support for Salesforce users)
Final Verdict: Docs Made Easy – The Smarter Choice
Although both Docs Made Easy and PandaDoc provide document automation for Salesforce, I believe, Docs Made Easy is the more user-friendly, cost-effective, and Salesforce-focused solution.
With its smooth integration, budget-friendly pricing, and superior support, Docs Made Easy is the wiser option for companies seeking to automate document workflows in Salesforce.
If you are still in doubt, I would recommend you reach out to their support team and check by yourself.