# Outreach vs PandaDoc

**Leader by vioscaleAI score:** PandaDoc

| Attribute | Outreach | PandaDoc |
|---|---|---|
| **vioscaleAI score** | 50.8 (49% (low)) | 63.1 (70% (medium)) |
| content.faq | `[{"answer":"An AI-powered system designed for revenue teams that consolidates engagement, conversation intelligence, deal tracking, and forecasting in a single platform with native GDPR and CCPA compliance support. It is indexed under Sales Software.","source":"https://www.outreach.io","question":"What is Outreach?","confidence":0.6},{"answer":"Outreach does not publish its prices. Pricing is quoted on request, across 3 plans (Essentials, Core and Amplify Pro), so the figure depends on your seat count and requirements. We record this as a pricing-transparency signal rather than guessing a number. Pricing changes often, so verify at source before relying on it.","source":"https://www.outreach.ai/pricing","question":"How much does Outreach cost?","confidence":0.6},{"answer":"Outreach supports the web, iOS and Android. Platforms we have not confirmed are simply not listed here rather than ruled out.","source":"https://www.outreach.ai/pricing","question":"What platforms does Outreach support?","confidence":0.6},{"answer":"We have only confirmed a cloud / SaaS deployment for Outreach, so it appears to be vendor-hosted. If a self-hosted option exists we have not found it documented publicly.","source":"https://www.outreach.ai/pricing","question":"Can Outreach be self-hosted?","confidence":0.6},{"answer":"We have confirmed 10 integrations for Outreach, including Slack, Microsoft Teams, Zoom, Claude, ChatGPT, Microsoft Copilot, Google Meet and Cisco Webex, plus 2 more. This is what we could verify from public sources, so the vendor may support others we have not indexed.","source":"https://www.outreach.ai/pricing","question":"What does Outreach integrate with?","confidence":0.6},{"answer":"We have independently confirmed SOC 2, ISO 27001, HIPAA and GDPR for Outreach. Certifications we do not list are ones we have not been able to verify from public sources, which is not the same as Outreach not holding them. Always confirm compliance directly before you rely on it.","source":"https://www.outreach.ai/resources/blog/ccpa-compliance-and-your-customers-outreach-has-you-covered","question":"What security certifications does Outreach have?","confidence":0.7},{"answer":"Outreach is available in the United States, the United Kingdom and the EU. Its primary markets are the United States and the EU.","source":"https://www.outreach.ai/pricing","question":"Where is Outreach available?","confidence":0.75}]` | `[{"answer":"PandaDoc is a cloud-based document management and eSignature platform for creating, signing, and tracking business documents. It provides proposal and quote generation, workflow automation, and integration with sales and payment tools. It is indexed under Sales Software.","source":"https://www.pandadoc.com","question":"What is PandaDoc?","confidence":0.6},{"answer":"PandaDoc offers a free tier, so you can start without paying. Paid plans start at $19 per user per month. Prices are published openly on the vendor's own pricing page. Pricing changes often, so verify at source before relying on it.","source":"https://www.pandadoc.com","question":"Is PandaDoc free?","confidence":0.6},{"answer":"We have confirmed browser-based access to PandaDoc. That is the extent of what we could verify from public sources, so it may well offer desktop or mobile clients we have not indexed.","source":"https://www.pandadoc.com","question":"What platforms does PandaDoc support?","confidence":0.6},{"answer":"We have only confirmed a cloud / SaaS deployment for PandaDoc, so it appears to be vendor-hosted. If a self-hosted option exists we have not found it documented publicly.","source":"https://www.pandadoc.com","question":"Can PandaDoc be self-hosted?","confidence":0.6},{"answer":"We have confirmed 8 integrations for PandaDoc, including Hubspot, Salesforce, Pipedrive, Square, Stripe, PayPal, Zapier and Slack. This is what we could verify from public sources, so the vendor may support others we have not indexed.","source":"https://www.pandadoc.com","question":"What does PandaDoc integrate with?","confidence":0.6},{"answer":"We have independently confirmed SOC 2, HIPAA and GDPR for PandaDoc. Certifications we do not list are ones we have not been able to verify from public sources, which is not the same as PandaDoc not holding them. Always confirm compliance directly before you rely on it.","source":"https://www.pandadoc.com","question":"What security certifications does PandaDoc have?","confidence":0.48}]` |
| deployment.options | `{"cloud":true}` | `{"cloud":true}` |
| description.long | A comprehensive platform combining AI agents, conversation intelligence, and deal management to automate and optimize workflows across revenue teams. Uses both per-seat access and consumption-based AI credits to scale capabilities across different functions and team roles. | PandaDoc is a cloud-based document management and eSignature platform for creating, signing, and tracking business documents. It provides proposal and quote generation, workflow automation, and integration with sales and payment tools. |
| features.capabilities | `{"dialer":"native","sub_type":"engagement","cpq_esign":false,"free_tier":false,"ai_forecast":true,"intent_data":false,"b2b_database":false,"soc2_type_ii":true,"pricing_model":"hybrid","native_hubspot":true,"deployment_model":"feature_of_broader_sales_platform","eu_data_residency":true,"native_salesforce":true,"pricing_transparency":"partial","multichannel_sequences":true,"conversation_intelligence":true,"human_in_the_loop_draft_approval_mode":false,"gdpr_and_ccpa_prospect_data_compliance":true,"playbook_based_guardrails_for_brand_tone":true,"deliverability_and_spam_reputation_warmup":true,"waterfall_data_enrichment_for_email_finding":true,"web_scraping_and_linkedin_profile_ingestion":false,"multi_channel_sequencing_email_and_linkedin_dm":true,"two_way_crm_sync_to_prevent_duplicate_outreach":true,"meeting_booking_via_native_calendar_integration":true,"autonomous_inbox_reply_handling_and_objection_rebuttals":false}` | `{"sub_type":"sales_intelligence","cpq_esign":true,"free_tier":true,"pricing_model":"per_seat","native_hubspot":true,"eu_data_residency":true,"native_salesforce":true,"pricing_transparency":"partial"}` |
| integrations.count | 20 | 8 |
| integrations.list | `[{"name":"Slack"},{"name":"Microsoft Teams"},{"name":"Zoom"},{"name":"Claude"},{"name":"ChatGPT"},{"name":"Microsoft Copilot"},{"name":"Google Meet"},{"name":"Cisco Webex"},{"name":"Salesforce"},{"name":"CRM systems (general)"},{"name":"Kaia for Microsoft Teams"}]` | `[{"name":"Hubspot"},{"name":"Salesforce"},{"name":"Pipedrive"},{"name":"Square"},{"name":"Stripe"},{"name":"PayPal"},{"name":"Zapier"},{"name":"Slack"}]` |
| market.availability | `{"primaryMarkets":["US","EU"],"availabilityScope":"global","availableCountries":["US","GB","EU"],"notAvailableCountries":[]}` | - |
| platform.support | `{"ios":true,"web":true,"android":true}` | `{"web":true}` |
| pricing | `{"type":"hybrid","plans":[{"free":false,"name":"Essentials","features":["AI Assist – Accounts, Emails & Calls","Call Insights & Analytics"],"contactSales":true,"includedLimits":{"api_calls":"250,000/month"}},{"free":false,"name":"Core","features":["Deal Agent","AI Assist – Accounts, Emails, Calls, Meetings & Deals","Meeting Prep Agent","AI Coach Cards with Automated Scoring","Live Coaching: Real-time Content Cards","AI Summaries - Meetings & Deals","Deal Health & Alerts","Data Enrichment","Outreach MCP (Server & Client)","Multi-Channel Engagement & Sequences","Meeting Scheduling & Tasks","Reporting: Engagement, AI Performance & Revenue Attribution","Slack App Integration","Conversation Intelligence & Coaching","Outreach Voice Integrated Dialer","Meeting Insights & Analytics","Integrations: Zoom, Microsoft Teams, Google Meet, Cisco Webex","Deal Management","Team Performance and Win/Loss Outcomes"],"contactSales":true,"includedLimits":{"api_calls":"500,000/month"}},{"free":false,"name":"Premium","features":["Everything in Core","AI Forecast Projection","AI Assist: Forecasting","Forecast Rollups","Forecast Trends","Self-Service Forecast Configuration","Parallel Forecasts"],"description":"Includes advanced forecasting and AI capabilities","contactSales":true,"includedLimits":{"api_calls":"1,000,000/month"}}],"addOns":[{"name":"Data Sharing"},{"name":"Connectors"},{"name":"Additional Instances"},{"name":"Listener Licenses"},{"name":"Additional Credit Packs"}],"summary":"Custom pricing. Per-seat base with consumption-based AI credits. No platform fees. Support included with plans.","freeTier":false,"sourceUrl":"https://www.outreach.ai/pricing","retrievedAt":"2026-10-02T10:58:28.924Z"}` | `{"type":"subscription","plans":[{"free":true,"name":"Free","summary":"$0, 60 docs/year, up to 5 eSignatures/month","features":["Legally-binding eSignatures (5 per month)","Documents sent (5 per month)","Mobile App","Rich media drag and drop document editor","Real-time tracking and notifications","24/7 email and chat support"],"components":[{"kind":"fixed","amount":0,"period":"month","currency":"USD"}],"description":"For small businesses who need professional eSign without the price tag.","contactSales":false,"includedLimits":{"documents":"60 per year"}},{"free":false,"name":"Starter","summary":"$19/seat/month billed annually","features":["Unlimited document uploads and e-Signatures","Rich media drag and drop document editor","Real-time tracking and notifications","24/7 email and chat support"],"commitment":"annual","components":[{"kind":"per_unit","unit":"seat","amount":19,"period":"month","currency":"USD"}],"description":"For quickly creating and signing forms and agreements.","contactSales":false,"includedLimits":{"documents":"unlimited","eSignatures":"unlimited"}},{"free":false,"name":"Business","summary":"$49/seat/month billed annually","features":["Everything in Starter","Custom quotes and sales agreements","CRM integrations","Custom branding and content library","Deal rooms","Approval workflows","Web forms","Bulk send"],"commitment":"annual","components":[{"kind":"per_unit","unit":"seat","amount":49,"period":"month","currency":"USD"}],"description":"For sales proposals and integrated agreement workflows.","contactSales":false},{"free":false,"name":"Enterprise","summary":"Per-seat or per-document pricing. Contact sales.","features":["Everything in Business","CPQ (configure, price, quote)","Workflow automation","Smart content","Single sign-on (SSO)","Team workspaces","Notary","API"],"description":"For end-to-end document workflows and advanced automations.","contactSales":true}],"summary":"From $19/seat/month billed annually. Free tier available. 14-day free trial.","currency":"USD","freeTier":true,"sourceUrl":"https://www.pandadoc.com","retrievedAt":"2026-08-01T15:39:59.021Z","freeTrialDays":14,"startingPrice":{"amount":19,"period":"month","currency":"USD"},"billingPeriods":["month","year"]}` |
| pricing.free_tier | no | yes |
| pricing.model | quote | commercial |
| pricing.price_level | unknown | mid |
| pricing.transparent | no | yes |
| reliability.status_page | yes | yes |
| security.disclosure_policy | yes | - |
| security.gdpr | yes | yes |
| security.hipaa | yes | yes |
| security.iso27001 | yes | - |
| security.soc2 | yes | yes |
| security.trust_center | https://www.outreach.ai/resources/blog/email-tracking-pixel-compliance-emea-us | - |

## Capabilities (Sales Software)

| Capability | Outreach | PandaDoc |
|---|:--:|:--:|
| **Core** |  |  |
| Sub-type | Sales engagement | Sales intelligence / data |
| **Pricing** |  |  |
| Pricing transparency | Partial | Partial |
| Free tier / trial | ✗ | ✓ |
| Pricing model | Hybrid | Per-seat |
| **CRM** |  |  |
| Native Salesforce sync | ✓ | ✓ |
| Native HubSpot sync | ✓ | ✓ |
| **Engagement** |  |  |
| Multichannel sequences (email + call + LinkedIn) | ✓ | - |
| Dialer / native calling | Native | - |
| **Intelligence** |  |  |
| Conversation intelligence / call recording | ✓ | - |
| AI deal / forecast intelligence | ✓ | - |
| **Data** |  |  |
| B2B contact / company database included | ✗ | - |
| Intent data | ✗ | - |
| **Deal** |  |  |
| E-signature / CPQ / quoting | ✗ | ✓ |
| **Deployment** |  |  |
| EU / regional data residency | ✓ | ✓ |

*Source: vioscaleAI. Generated 2026-10-16T19:06:15.207Z. "-" = undocumented, not absent.*