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PandaDoc vs GleanQuote
Why customers choose PandaDoc CPQ over GleanQuote
Industry-leading design tools
Build incredible docs in record time with our no-code, drag-and-drop document builder.
Effortless collaboration
Use deal rooms, redlining features, and tracking tools to earn customer buy-in and keep deals on track.
Being able to send a customer a complex proposal or quote in minutes versus hours or days after speaking with them has dramatically impacted our success, and impressed our prospects. Ultimately, PandaDoc has given us the ability to focus on actually scoping the work rather than just creating the document.
PandaDoc CPQ vs. GleanQuote: What’s the difference?
PandaDoc
GleanQuote
PandaDoc
$65/month
GleanQuote
$275/month
Features
Drag-and-drop document editor
Fully customizable document builder with text, images, videos, pricing tables, and dynamic content.
Limited to quote/proposal builder with fewer content options.
Rich media support
Embedvideos, GIFs, and interactive elements directly in proposals.
Basic media support, limited customization.
Smart content blocks & templates
Pre-built and reusable content blocks for rapid proposal completion.
Available, but fewer options for deep customization.
Payment collection
Built-in payment integrations (Stripe, PayPal, Square) for collecting payments directly from documents. Collect ACH payments directly from contracts and quotes.
Advanced form fields
Drag-and-drop fields with calculated values, dropdowns,a nd multi-step logic.
Basic form fields; no advanced logic.
Document versioning and approval workflows
Basic version tracking available.
Interactive quote-to-contract flow
Seamlessly convert quotes into contracts and invoices.
Requires manual steps.
Redlining & version tracking
Track changes, compare versions, and approve edits in real time.
Limited change tracking.
API and developer tools
Extensive, highly customizable open API with detailed documentation and sandbox environments.
Workflow automation
Advanced automation for approvals, notifications, and reminders with integrations (Slack, Zapier, etc.).
Security and compliance
SOC 2 Type II, GDPR, HIPAA compliance, secure storage, and legally binding eSignatures.
Limited compliance and security solutions.
CPQ
Generate error-free quotes tailored to every buyer with two-way sync with HubSpot and Salesforce. Add line items and cost breakdowns with pricing tables and add product SKUs and billable services from your product catalog.
Improve your sales process with flexible document editing
GleanQuote is built around its CPQ tool.. Using the builder, you can add your products and customer data into specific fields which are then automatically transformed into proposal documents and web pages. PandaDoc does this with variables!
While this is a great approach for product- and package-based sales solutions, it also confines GleanQuote’s functionality to a specific scenario. For example, the software isn’t useful if the team needs to issue a contract or an NDA. With PandaDoc, users enjoy the flexibility to create almost any kind of business document.
Our drag-and-drop editor is easy-to-use and renders designs in real time. Documents can be saved as templates within the content library and recreated on an as-needed basis.
Customer integrations in one place
GleanQuote is primarily focused on automating sales quotes and proposal processes. While the platform offers a complete document workflow, it falls apart where both customer management and document management are concerned.
PandaDoc solves for this by offering an end-to-end document process while maintaining a focus on your customer interactions.
Using PandaDoc, sales teams and clients can collaborate within virtual workspaces to ensure positive outcomes for everyone. Customers can leave inline comments directly on sent documents, which helps your sales team quickly follow up and resolve issues to move the sales process forward.
Combined with features like SMS messaging, audit trails, and document analytics, PandaDoc helps teams and customers work together to quickly reach consensus and close deals faster.
Support when you need it
Unanswered support questions can impede your sales process – and that’s a huge problem when time is money.
With GleanQuote, you can submit a ticket or consult the help center. If you can’t find the answer on your own, you’ll have to wait for a reply.
For PandaDoc users, asking for help is as simple as opening a chat window. We offer 24/7/365 chat support for all users, regardless of their plan selection, so that you can get answers and get back to work.
Switching from GleanQuote?
Stunning documents are just a few clicks away, and changing platforms is easy.
Upgrading our subscription to take advantage of PandaDoc CPQ has been well worth it. I had tried other CPQ options and they were all subpar. I’m super happy with our choice and can’t stress enough how much we needed this solution.
Emerson McCuin
Director of Revenue Operations of HAAS Alert
With PandaDoc
Import data from the tools you already use
Use templates and variables
Provide the best experience for your customers
Save time by automating routing processes
Frequently asked questions
PandaDoc and GleanQuote offer similar functionality for document workflows and digital signatures. Both apps offer the tools to create sales proposals, build comprehensive quotes, and capture electronic signatures.
However, GleanQuote’s entire process is based around its CPQ. Quotes and proposals are created largely as a container to hold product tables and itemized lists.
By contrast, PandaDoc offers all-in-one document solutions that extend to every aspect of the sales process. Our from-scratch document editor can be combined with our onboard CPQ for a fast quote-to-cash process, but it can also be used to create contracts, invoices, and other sales documents that go beyond itemized orders.
This allows both small businesses and enterprise teams to consolidate their entire document workflow into a single software solution.
No.
While GleanQuote requires a one-time $2,500 onboarding fee and requires a five-seat minimum, PandaDoc allows users to get started at their own pace and with no additional cost.
PandaDoc does offer onboarding services, as well as premium support options, but these are optional and aren’t designed as obstacles to product usage.
We also offer monthly plans in addition to annual commitment options for users who want to ramp into the software more slowly.
PandaDoc integrates natively with dozens of apps, including CRMs, productivity tools, and payment gateways. Zapier Connectors are also available.
Specifically for CPQ, PandaDoc has worked closely with both HubSpot and Salesforce to ensure that data flows are effortless. Sales teams using these platforms will enjoy a seamless quote-to-cash experience.
We do.
Our AI systems are built around content generation and are designed to help companies build personalized quotes and proposals more quickly.
While these tools are powerful additions — especially for small businesses — they’re entirely optional and can be disabled within your workspace.
Outside of regular AI, we also provide automation tools to assist with some aspects of project management and document tracking. These features are customizable, so teams can configure them to best align with existing, organizational workflows.
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