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Docsiv vs PandaDoc

PandaDoc is built for sales teams sending proposals, quotes and contracts at volume, with e-signatures, payments and CRM sync. Docsiv is built for agencies and freelancers who make the work itself: proposals, decks, reports, forms and invoices, drafted with AI in one workspace.

Sign up freeSee the full table

Checked against each product’s own site

QuestionDocsivPandaDoc
Best forAgencies and freelancers making proposals, decks, reports, forms and invoices in one place, with AISales teams sending quotes and contracts at volume, with CRM sync and payments
Starts at$20 a month for the workspace$19 a seat a month, billed yearly
Free planYes: every app and 500 AI credits a monthYes: up to 5 documents a month, with e-signatures

Two good tools. Pick the one that fits the work.

PandaDoc is document automation and e-signature software for sales teams: proposals, quotes and contracts. Where it’s the better choice comes first.

PandaDoc is the better choice when…
  • Your sales team sends quotes and contracts at volume and lives in a CRM
  • You want clients to pay as they sign
  • You need approval workflows, a product catalogue or CPQ
  • You want e-signatures on a free plan
Docsiv is the better choice when…
  • Proposals sit beside the decks, reports, forms and invoices that follow them
  • Docsiv AI writes the whole first draft from your notes, in your brand
  • Team covers up to five people for $60 a month, rather than per seat
  • The editors open the Word, Excel, PowerPoint and PDF files clients send you

Docsiv and PandaDoc, side by side.

Read on both products’ own sites on 18 October 2026. “Not listed” means their site doesn’t say, not that it can’t.

  • Yes
  • Partly
  • No
  • ?Not listed
Docsiv and PandaDoc, feature by feature
DocsivPandaDoc
Making the documents
AI draftingDocsiv AI writes whole proposals, reports, decks and forms from a brief or attached files, then edits them with you. 500 credits a month on Free.An AI assistant, some of it in limited beta on Business and Enterprise (their help centre).
Proposals and quotesProposals app: designed templates, fee tables, sign-off pages, and PDF or web page exports.Proposals, quotes and contracts, with pricing tables and a product catalogue on Business.
Decks and reportsReports with charts, and decks you present or export as PPTX and PDF.Built for sales documents, not slides or chart-led reports.
Word, Excel and PowerPoint filesProfessional editors open and export DOCX, XLSX, PPTX and PDF, plus PSD, AI and IDML files.Upload documents to send; not an editor for Office files.
FormsForms app with logic and typed signatures; responses download as CSV. Needs a free account.Web forms, an optional extra on Business.
Sending and signing
E-signaturesOn Pro (40 requests a month) and Team (unlimited), not Free. Signing order, email codes, reminders, a signed PDF and certificate.On every plan, including Free (up to 5 documents a month).
See who read itOn Pro and Team: views, visitors, time spent and how far each view got, for share links and published pages.Recipient analytics on Business.
Approval workflowsNo approval step before sending; ask for a review in a comment.On Business.
PaymentsDoesn’t process payments. Put your Stripe or PayPal link on an invoice.Collect payment on Business, through Stripe, PayPal, Square and others.
Around the work
CRMNo CRM, deal pipeline or CRM sync.Integrations with Salesforce, HubSpot, Pipedrive and other CRMs.
Working togetherLive editing, comments pinned to the page and version history, on every plan.?Not mentioned on their site.
Free planEvery app, 500 AI credits a month and 5 GB. No e-signature sending or analytics.Up to 5 documents a month, then $3 a document.

The whole client job, in one workspace.

PandaDoc covers two of these. Docsiv makes all six, from real templates or Docsiv AI, in one workspace.

  • ProposalAlso in PandaDoc
  • Statement of workAlso in PandaDoc
  • Kickoff deckNot in PandaDoc
  • Onboarding formNot in PandaDoc
  • Monthly reportNot in PandaDoc
  • InvoiceNot in PandaDoc

What each costs.

In US dollars, from each company’s own pricing page. Docsiv is priced per workspace; most of the tools it’s compared with are priced per person.

Docsiv
  • Free$0Every app, 500 AI credits a month, 1 member, 5 GB. No e-signature sending or analytics.
  • Pro$20 a monthOr $192 a year. 10,000 AI credits a month, 1 member, 50 GB, 40 e-signature requests a month, analytics, your own domain.
  • Team$60 a monthOr $576 a year, for up to 5 members. 35,000 shared AI credits a month, 100 GB, unlimited e-signature requests.

See every plan

PandaDoc
  • Free$060 documents a year, up to 5 a month, with e-signatures.
  • Starter$19 a seat a month, billed yearly$35 billed monthly.
  • Business$49 a seat a month, billed yearly$65 billed monthly. Payments, CRM integrations, approvals and analytics.
  • EnterpriseContact sales

PandaDoc’s pricing page showed a security check instead of prices when we tried it in October 2026, so these come from its own page as captured on 2 July 2026. A 14-day trial. Check their page before you decide. PandaDoc’s pricing page

Moving from PandaDoc, one job at a time.

There’s no importer, and you don’t need one: start with the next piece of work rather than the archive.

  1. 1Bring what you have

    Download your PandaDoc documents as PDF or Word and open them in the PDFs or Documents app, or attach one to Docsiv AI and ask for a new version built from it.

  2. 2Set your brand once

    Add your logo, colours and fonts as a brand kit. Templates and AI drafts pick them up, so the first document already looks like yours.

  3. 3Run both for a while

    Keep PandaDoc for CRM-linked quotes while proposals, decks and reports move across.

Testimonials

In their own words.

What agencies and teams say after moving their client work into Docsiv.

Used by

The Boost GroupApsticVirtual XcellenceRecruit Hunt

“Proposals used to take a day across four tools. Now we send them branded from one place, and clients sign the same afternoon.”
MartijnHOA, The Boost Group
“Our decks, proposals and reports live in one place now. The team works on the same files instead of passing versions around, and AI gets us to a first draft fast.”
Virtual XcellenceProduct Manager
“We replaced our proposal tool, our deck tool and our e-sign tool in one afternoon. Everything our clients see now goes out in our brand.”
ApsticFounder
RecruitHunt uses Docsiv for recruitment, staffing and AEC client work.
Asha MehtaFounder, Recruit Hunt

Docsiv and PandaDoc: common questions.

Something else on your mind? Ask us in the chat, bottom right of the page.

Is Docsiv a PandaDoc replacement?

For agencies and freelancers who mostly write and send proposals, decks and reports, often yes. If you rely on CRM sync, payment at signing or approval workflows, PandaDoc does those and Docsiv doesn’t.

Can clients sign proposals in Docsiv?

Yes, on Pro and Team. Place signature, name and date fields, then send: each signer gets an email link, can be asked for a code, and everyone gets the signed PDF and a certificate. Pro includes 40 requests a month and Team has no limit. Free doesn’t include sending for signature.

Does Docsiv connect to my CRM?

No. Docsiv has no CRM integrations. Paste the deal notes into Docsiv AI when you draft, and keep the CRM for the pipeline.

Which is cheaper?

It depends on the team. PandaDoc’s Free plan includes e-signatures for up to 5 documents a month, which Docsiv’s Free plan doesn’t. For a few people on paid features, Docsiv Team is $60 a month for up to five, while PandaDoc Business was $49 a seat a month billed yearly on its page in July 2026.

Keep comparing.

Related

Put it to the test on real work

Describe the next thing you’d make in PandaDoc. Docsiv AI drafts it in your brand, ready to edit, share or send for signature.