PandaDoc vs FormAssembly

PandaDoc8.8Visit FormAssembly8.1Visit

Higher score PandaDoc #4 in Salesforce AppExchange Apps 8.8/10 Free plan · 14-day trial Free planFree trial Visit PandaDoc

vs

FormAssembly #8 in Salesforce AppExchange Apps 8.1/10 Pricing on request Visit FormAssembly

• PandaDoc fits best

  Teams combining proposals, quotes, payments, and signatures

• FormAssembly fits best

  Teams building Salesforce-connected forms and workflows

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Side by side

Feature	PandaDoc 8.8/10 Visit ↗	FormAssembly 8.1/10 Visit ↗
At a glance
Editor score	8.8	8.1
Ranking	#4 in Salesforce AppExchange Apps	#8 in Salesforce AppExchange Apps
Best for	Teams combining proposals, quotes, payments, and signatures	Teams building Salesforce-connected forms and workflows
Pricing model	Free plan + paid	Paid
Starting price	$19/user/mo	—
Free plan	✓ (best)	Not checked yet
Free trial	14 days	—
Deployment	Cloud, Mobile	Cloud, Mobile
Platforms	Web	Web, iOS, Android
Support	Email, Live chat, Tickets, Docs · 24/7	Email, Live chat, Tickets, Docs
Compliance	SOC 2, GDPR, HIPAA, PCI DSS, 2FA	SOC 2, ISO 27001, GDPR, HIPAA, PCI DSS, SSO/SAML, 2FA
Integrations	30+ integrations	17 integrations
Built for	Solo, Small business, Mid-market, Enterprise	Solo, Small business, Mid-market, Enterprise
Specs
Salesforce clouds	Not checked yet	Not checked yet
Deployment	Not checked yet	Not checked yet
Supported editions	Not checked yet	Not checked yet
Platforms	Not checked yet	Not checked yet
Native integrations	Not checked yet	Not checked yet
Free plan users	Not checked yet	Not checked yet
Our review
Pros	Combines editing, e-signatures, tracking, approvals, and payment collection Salesforce and 29 other integrations connect CRM, payments, and collaboration Free plan plus 14-day trial supports evaluation before paid adoption	Conditional forms, approvals, payments, signatures, and document generation Salesforce plus broad storage, CRM, spreadsheet, and payment integrations Offline mobile collection with analytics and compliance controls
Cons	Free plan allows 60 documents per year and two recipients per document Starter costs $35 per user monthly when billed monthly Enterprise pricing is custom rather than published	Explorer includes only three active workflows FormAssembly branding appears on Explorer forms Advanced security and HIPAA features require higher-tier plans
Our verdict	PandaDoc is a cloud document workflow platform for creating, sending, tracking, approving, signing, and managing proposals, quotes, contracts, and agreements. Its drag-and-drop editor, reusable templates, legally binding electronic… Read the review →	FormAssembly is a web-based form builder and data collection platform for organizations that need structured submissions tied to workflows, payments, approvals, and connected systems. Its no-code drag-and-drop builder supports conditional… Read the review →

Strengths and trade-offs

• PandaDoc — where it wins

  • Combines editing, e-signatures, tracking, approvals, and payment collection
  • Salesforce and 29 other integrations connect CRM, payments, and collaboration
  • Free plan plus 14-day trial supports evaluation before paid adoption

  Where it doesn't

  • Free plan allows 60 documents per year and two recipients per document
  • Starter costs $35 per user monthly when billed monthly
  • Enterprise pricing is custom rather than published

• FormAssembly — where it wins

  • Conditional forms, approvals, payments, signatures, and document generation
  • Salesforce plus broad storage, CRM, spreadsheet, and payment integrations
  • Offline mobile collection with analytics and compliance controls

  Where it doesn't

  • Explorer includes only three active workflows
  • FormAssembly branding appears on Explorer forms
  • Advanced security and HIPAA features require higher-tier plans

• PandaDoc8.8/10 · Free plan · 14-day trial

  A broad proposal-to-payment workspace for teams selling through Salesforce and other CRMs.

  Visit PandaDocFull verdict →
• FormAssembly8.1/10 · Pricing on request

  A Salesforce-connected form and workflow platform with broad integrations and compliance options.

  Visit FormAssemblyFull verdict →