Planmoor vs PandaDoc
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Line by line
| What you get | Planmoor | PandaDoc |
|---|---|---|
| Price per seat, annual | $0 Free, $9 Pro, $19 Agency | $19 Starter, $49 Business, Enterprise on request |
| Free plan | Up to 3 seats, unlimited proposals | 5 documents a month |
| Quotes and proposals signed online | Every plan | Custom quotes on Business, $49 |
| Open tracking | Opens and section reads, every plan | Real-time tracking and notifications |
| Your logo and colours | Every plan | Branding on Business, $49 |
| Deal pipeline with stages and close dates | Every plan | CRM integrations on Business, $49 |
| Forecast against target | Pro | Not listed |
| Cost and margin on every quote line | Every plan | Not listed |
| QuickBooks invoice sync | Every plan | Not listed |
| Quotes on your own domain | Agency | Not listed |
| Contracts, forms and other agreements | No | Yes |
PandaDoc prices from pandadoc.com/pricing, checked October 2026. USD per seat per month, billed annually. "Not listed" means their pricing page does not list it.
Where Planmoor fits
The client opens the quote without an account, picks a package and optional extras, watches the total change and signs on the page. You see when it was opened, how many times and which sections were read. Signing moves the deal to won, raises the first stage invoice and syncs it to QuickBooks Online.
Because cost sits beside price on every line, the pipeline shows margin as well as value, and Pro adds a month by month forecast against your target. See proposals.
Where PandaDoc fits
Teams that send many kinds of document, from contracts to forms, and already run a CRM such as Salesforce or HubSpot. PandaDoc connects to it; Planmoor replaces it for teams that sell by quote.
Pricing
Planmoor Free covers up to 3 seats with unlimited proposals. Pro is $9 a seat a month on annual billing or $12 monthly. Agency is $19, or $25 monthly, and adds quotes on your own domain and white-label. Founding prices of $6 and $12 apply to annual plans until 31 January 2027. See pricing.
Questions people ask
- Do I still need a CRM with Planmoor?
- No. Each quote is a deal on the pipeline with a stage, probability, close date and next step, and clients and contacts keep their deal history.
- Do clients need an account to sign?
- No. They open a link, choose their options and sign. You can put a password on any quote.
- Is PandaDoc better for anything?
- Yes. PandaDoc covers contracts, forms and agreements of every kind, with approval workflows and integrations into the major CRMs. Planmoor is for quotes and the deals behind them.