Last updated on
Reviewed by Paddy Stobbs
Stackfix Co-Founder & CEO
PandaDoc is the more powerful platform – built for teams that need advanced workflows, custom templates, and deep integrations. It’s a strong choice for growing businesses with more complex document needs and a desire to automate the process end-to-end.
Agree, on the other hand, is all about simplicity. It’s quick to set up, easy to use, and ideal for small teams or startups that just need a fast, reliable way to get documents signed – without the extras.
Advantages of PandaDoc
Advantages of Agree
Agree has a free tier (though with a limited feature set), while PandaDoc doesn’t. If keeping costs as low as possible is your top priority, Agree could be the better fit.
PandaDoc
Agree
 PandaDoc Starting at $35user / month Billed monthly |  Agree Starting at $0Billed monthly |
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| Stackfix Verdict | ||
|---|---|---|
| Functionality | 8 <p>PandaDoc provides a complete eSignature solution with web forms, payment collection, and a drag-and-drop builder for customizable fields with validation. Users can control signing order, delegate signers, enable e-witnessing, and in-person signing. It includes rooms with pre-set content for collaboration and tracking insights. A workflow automation builder lets users configure automations with integrations, supported by pre-made templates. The reports dashboard tracks completion rates, and security features like password protection and ID verification.That said, it lacks certain advance functionality such as a dedicated eWitness workflow.</p> | 5 <p>Agree's functionality is nascent. Whilst it excels at payments</p> |
| Ease of Use | 8 <p>The platform is easy to use, though advanced document preparation takes some learning. The clean, modern design and field auto-placement speed up document creation. The drag-and-drop builder keeps everything—custom fields, payments, integrations, data merge, and content blocks—in one place, making it easy to manage. Bulk sending, auto-reminders, and auto-fill from integrations streamline workflows. A file upload field removes the need for separate document requests, and PandaDoc allows payment collection when sharing documents. You can also edit and resend without voiding, making corrections quick and simple.</p> | 9 <p>Agree's interface is very clean and intuitive. Key features are exactly where you’d expect. Pop-up tool tips are helpful without being intrusive.</p><p>The drag-and-drop builder is similarly easy to use. And the homepage clearly displays the status of your documents (draft, sent, executed).</p> |
| Look and feel | 10 <p>Although feature-rich, PandaDoc has a delightful interface with a well-balanced theme and color usage. Advanced controls are neatly hidden, ensuring smooth navigation.</p><p><br></p><p>In our opinion, it has the best drag-and-drop builder, keeping fields, payments, integrations, data merge, and content blocks all in one place, making management of all of them easy. When creating a document, you can set a theme and apply it throughout. It has a beautiful workflow overview too, making the platform both powerful and user-friendly.</p> | 8 <p>Agree provides a modern and fast interface. It lacks any flashes of delight, but that doesn't matter. Pages load quickly and everything feels premium and designed with care.</p> |
| Customisability | 10 <p>PandaDoc is highly flexible, offering control over branding, field properties, signing order, and team permissions. Users can customize themes when creating documents. It supports formula fields, custom fields, and conditional logic to show or hide objects based on inputs. Signing flows include in-person signing, e-witnessing, and signer delegation. Granular role-based permissions allow precise control over user access and actions. Custom reports provide deeper insights. Best-in-class for custom roles and user permissions, making it easy to manage security and workflows at a detailed level.</p> | 5 <p>Agree offers basic customisability - you can upload your logo and brand colour - but lacks the power of some of the larger eSignature platforms. Notably, your can't set the signing order, or set custom field properties. There is also no ability to create custom reports.</p> |
| Ease of Setup | 5 <p>PandaDoc offers a free trial, but higher-tier plans require a demo request, and enterprise plans require speaking with sales. The onboarding process is simple, allowing users to create eSignature documents within 5–10 minutes. It integrates directly with many platforms, though Google Drive and Dropbox require Zapier. Custom permission profiles and branding are easy to configure. Despite its many features, the help docs are well-organized and detailed. Setting up reusable templates, security settings, and user roles takes a few hours, while enterprise-level setup may take 1–2 weeks.</p> | 8 <p>Agree is incredibly quick to set up. The free tier is self-serve, meaning there's not friction to getting started. And the product is so intuitive that we were ready to send out first contracts out in less than 5 minutes. That said, to access the Teams or Enterprise tiers you need to email Agree's team, which will slow you down.</p> |
| Customer Support | 9 <p>Support is available 24/7, 365 days a year via live chat or by submitting a request. Users can access personalized Q&A through in-app chat, where friendly human agents provide helpful responses within minutes. The platform also offers self-serve support with high-depth, high-quality resources.</p> | 4 <p>Agree currently offers no Help Centre or Live Chat. The only way to get support is to email the team.</p> |
| Integratability | 9 <p>PandaDoc natively integrates with popular platforms like Salesforce, HubSpot, Pipedrive, Stripe, PayPal, and Slack. Google Drive and Dropbox require Zapier, which also enables access to thousands of additional integrations. Microsoft 365 integration is limited, covering basic functions. An API is available for custom integrations and automation.</p> | 2 <p>Agree lacks commonly needed integrations - such as with CRMs (e.g. HubSpot, Salesforce, Pipedrive) and non-US-centric accounting systems (e.g. Xero).</p> |
| Ease of Migration | 8 <p>PandaDoc offers multiple ways to export completed document data. Finished documents can be exported as PDFs, audit trails are available in CSV format. A wide range of reports can be downloaded as CSV. Native CRM integrations allow seamless data syncing, and additional data can be exported through the API for further customization and automation.</p> | 5 <p><span style="color: rgb(0, 0, 0);">Agree offers minimal data export options. Finished documents can be exported in PDF format, and audit trails come in CSV format. A major drawback is the inability to download reports for tracking insights across multiple documents. With no native CRM integrations, data syncing is difficult—additional data must be exported via API for customization and automation.</span></p> |
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