# Outreach vs PandaDoc

**Leader by Vioscale score:** PandaDoc

| Attribute | Outreach | PandaDoc |
|---|---|---|
| **Vioscale score** | 49.8 (50% (medium)) | 63.1 (70% (medium)) |
| deployment.options | `{"cloud":true}` | `{"cloud":true}` |
| description.long | An integrated platform designed for revenue teams that uses AI agents to assist with sales activities across deal management, customer outreach, forecasting, and team coaching. Teams can automate repetitive tasks, gain real-time insights from conversations and deal activity, and scale workflows without increasing headcount. | 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","summary":"Custom per-seat + consumption-based pricing. Contact sales.","features":["AI Assist - Accounts, Emails, Calls, Meetings & Deals","Meeting Prep Agent","AI Coach Cards with Automated Scoring","AI Summaries - Meetings & Deals","Data Enrichment","Outreach MCP (Server & Client)","Slack App Integration","Conversation Intelligence & Coaching","Outreach Voice Integrated Dialer","Meeting Insights & Analytics","Zoom, Microsoft Teams, Google Meet, Cisco Webex integrations"],"contactSales":true,"includedLimits":{"api_calls":"250000/mo"}},{"free":false,"name":"Core","summary":"Custom per-seat + consumption-based pricing. Includes support.","features":["Everything in Essentials","Deal Management","Team Performance and Win/Loss Outcomes","Multi-Channel Engagement & Sequences","Reporting: Engagement, AI Performance & Revenue Attribution","Call Insights & Analytics"],"contactSales":true,"includedLimits":{"api_calls":"500000/mo"}},{"free":false,"name":"Amplify Pro","summary":"Custom per-seat + consumption-based pricing. Includes managed services and support.","features":["Everything in Essentials + Core","AI Forecast Projection","AI Assist: Forecasting","Forecast Rollups","Forecast Trends","Self-Service Forecast Configuration","Parallel Forecasts","Tailored, ongoing support with dedicated services"],"contactSales":true,"includedLimits":{"api_calls":"1000000/mo"}}],"addOns":[{"name":"Data Sharing"},{"name":"Connectors"},{"name":"Additional Instances"},{"name":"Listener Licenses"},{"name":"Professional Services"},{"name":"Additional AI Credits"}],"summary":"Hybrid seat-based and consumption-based (AI credits) pricing. Custom quotes required. Support included with Core and Pro tiers.","currency":"USD","freeTier":false,"sourceUrl":"https://www.outreach.ai/pricing","retrievedAt":"2026-08-21T13:43:21.081Z"}` | `{"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.gdpr | yes | yes |
| security.hipaa | yes | yes |
| security.iso27001 | yes | - |
| security.soc2 | yes | yes |

## 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: Vioscale. Generated 2026-09-01T16:40:00.984Z. "-" = undocumented, not absent.*