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Agiloft Contract Lifecycle Managment (CLM) vs PandaDoc comparison

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Comparison Buyer's Guide

Executive Summary

Review summaries and opinions

We asked business professionals to review the solutions they use. Here are some excerpts of what they said:
 

Categories and Ranking

Automation Anywhere
Sponsored
Average Rating
8.4
Reviews Sentiment
6.9
Number of Reviews
638
Ranking in other categories
Business Process Management (BPM) (2nd), Robotic Process Automation (RPA) (2nd), Process Mining (1st), Intelligent Document Processing (IDP) (1st), Agentic Automation (1st), Business Orchestration and Automation Technologies (1st), AI Legal & Compliance (1st), AI Finance & Accounting (1st), AI Procurement & Supply Chain (1st)
Agiloft Contract Lifecycle ...
Average Rating
9.0
Number of Reviews
4
Ranking in other categories
Contract Management Software (4th)
PandaDoc
Average Rating
8.8
Reviews Sentiment
6.6
Number of Reviews
18
Ranking in other categories
eSignature (Electronic Signature) (4th), Document Generation Tools (1st)
 

Mindshare comparison

Contract Management Software Mindshare Distribution
ProductMindshare (%)
Agiloft Contract Lifecycle Managment (CLM)5.7%
DocuSign CLM5.7%
SAP Ariba Contracts4.5%
Other84.1%
Contract Management Software
eSignature (Electronic Signature) Mindshare Distribution
ProductMindshare (%)
PandaDoc1.9%
DocuSign12.3%
Adobe Sign5.3%
Other80.5%
eSignature (Electronic Signature)
 

Featured Reviews

Venkat Sivaprakash - PeerSpot reviewer
Management Consultant at Accenture
Has significantly improved document-driven workflows and reduced processing time across finance and HR functions
Automation Anywhere has evolved significantly and upgraded itself to provide agentic AI and AI-based automation solutions for document automation. The product has matured considerably over time. We can create workflows that can call an API. We can include prompts in particular workflows for ChatGPT-related functions, connecting to an LLM and RAG to perform tasks. For document automation, modern features are available to train documents, ensuring high accuracy and repeatability over time. The system is very easy to use. I recently completed a course in document automation, typically designed for people involved in coding and technical aspects. Though I understand coding comprehensively, I don't do actual coding. The course was very accessible. Currently, extensive coding isn't necessary due to the hybrid model incorporating GenAI aspects, low-code, no-code capabilities, APIs, and numerous pre-built objects in Automation Anywhere. The features include GenAI-driven prompting methods and workflow creation capabilities. In these workflows, we can create decision boxes and call APIs without coding. We simply pull objects, drop them, connect them, and add minimal coding when needed. The most crucial aspect isn't coding but rather sizing the automation and fleshing out the details. Automation Co-pilot takes notes and performs automated analysis. It can extract details from videos, summarize conversations, and provide detailed information. During calls, it identifies instructions and performs tasks such as preparing reports and reconciliation. Automation Anywhere can also connect with Microsoft Co-pilot. Through Co-pilot, real-time operations can be executed, allowing direct interaction between vendors and automation through this component.
it_user658929 - PeerSpot reviewer
Systems Analyst at a tech vendor
Email reminders notify relevant individuals and departments that contracts are due to be renewed or have expired.
Safe Horizon has successfully implemented the Agiloft Contract Management System as tailored to meet the specific needs of our organization’s contract approval and renewal workflow. The flexibility and relative ease of implementing functionality and modifications without programming has proven to be most striking. We were pleased by the functionality and smooth integration between Agiloft and DocuSign. The handoff of documents from Agiloft to DocuSign and back again to Agiloft is easy and seamless. The capability of being able to sign internal documents, as well as those requiring both internal and outside vendor signatures without necessitating a great deal of setup can help facilitate the contract completion process.
Bitanap Marion - PeerSpot reviewer
Business Development Manager at Nestle
Digital workflows have transformed contract signing and save time with remote approvals
In my opinion, the best features PandaDoc offers include ease of template creation, integration with other tools such as HubSpot, a user-friendly interface, and customizable templates. The integration with HubSpot enhances the overall user experience for my team, especially for the less technical users. PandaDoc has positively impacted my organization by being really helpful, especially as a game-changer when dealing with documents with our remote clients. We are able to send them the documents, and they can sign using their phone, so they do not have to come all the way to our office to sign the documents. They save a lot of time and cost, achieving approximately 70 to 80 percent time saved and cost savings from traveling. I also value the ability to obtain signatures from our clients, making us more efficient and saving time and money. The pricing model of PandaDoc is far superior to that of other competitors, thus being very cost-effective and affordable. It definitely helps us provide a better customer experience to retain our customers as they know we are very professional.

Quotes from Members

We asked business professionals to review the solutions they use. Here are some excerpts of what they said:
 

Pros

"From an organizational perspective, it has improved how we work and determine, "Is there a better way to do things?" and, "How can we challenge the status quo?" This builds a continuous improvement mindset throughout our organization."
"Automation Anywhere is a tool that I love! I am quite happy using this tool and there are no features or commands that I have found to be missing that should be added."
"The ease of use for the end user and the very low complexity in trying to build a bot are the big factors for us."
"Automation Anywhere is a decent competitor and gives a better solution."
"Automation Anywhere is the best."
"We can see what the bots are doing when they are working."
"Automation Anywhere greatly improved our processing time since robots can execute process steps faster than human resources do."
"The overall UI of the tool is so user-friendly that even a beginner can use it easily."
"We have been working with Agiloft Contract Management Suite for the past 6 months and have found it an extremely useful and user friendly solution to our contract management challenge."
"Safe Horizon has successfully implemented the Agiloft Contract Management System as tailored to meet the specific needs of our organization’s contract approval and renewal workflow."
"Project HOME has easily recovered its initial capital outlay in the first year from simple centralization and automated approval tracking."
"It is obvious to me that Agiloft can handle much more than contract management, as the specific requirements that were not part of Agiloft's initial configuration were implemented seamlessly."
"PandaDoc is a very stable product, and I would definitely suggest it to anyone asking for a review."
"PandaDoc has positively impacted our organization since we started using this tool, as I love the ability to obtain signatures from our clients because it makes us more efficient, saving time and money, especially eliminating the cost of traveling, and the pricing model is far superior to other competitors, so we have been able to save a lot of time on the price it offers."
"PandaDoc is a very powerful tool and is very cost-effective, making it affordable for any size of organization."
"PandaDoc is a great tool, especially when sending contracts to my clients."
"We have been able to retain our clients globally, sending documents, letters, and everything through PandaDoc with a professional appearance, and they are able to sign it on the go, especially using their mobile phones, and they are very satisfied with our services."
"The best features PandaDoc offers are the intuitive and visual interface, along with how organic the use is."
"The polished, professional look of every PandaDoc never fails to impress our clients, so it's highly recommended."
"PandaDoc has positively impacted my organization by helping to move the approvals faster and get the agreements in."
 

Cons

"My main issue with Automation Anywhere might be the logging of bots and getting more detailed feedback of what my bot is doing, step by step. It is hard to track fine-tuning in larger codes."
"Automation Anywhere can be improved by offering more integration with many more applications."
"We had a major issue when it came to single sign-on. We couldn't get it working."
"Version 11 is a bit heavy. At times, it takes a toll on the computing resources. It consumes a lot for computing power. We have seen multiple instances where computers or the client has crashed because of this particular problem. Automation Anywhere can improve this a lot."
"In Mexico, where our company is based, we face issues regarding obtaining new licenses, as this has to be done through a third-party company."
"Cognitive services and PDF file automation should be refined."
"The product should improve on Voice Recognition and IoT pretty soon, as this is the next big thing in and I would like to see this upgraded in the next release."
"The AI is very important, and they are starting to use AI. They could continue to develop it out."
"One possible area of improvement would be reporting."
"If there is an area for improvement, it would be in the mobile aspect."
"One area of improvement I would suggest Agiloft to focus on would be how users interact with attachments to records."
"PandaDoc can be improved with up-to-date documentation that would be helpful, especially for new learners, along with better handling of license and license add-ons, and allowing coordination of fields across roles or user sections."
"PandaDoc can be improved at the interface level, as it needs some improvement because it is not user-friendly."
"The needed improvements for PandaDoc include that the workflow functionality is limited."
"The only problem I noticed with one of the automations I was creating was the ability for the customer to choose what product they want to add into their invoice."
"I think PandaDoc could be improved in that sometimes after uploading a Word file, a notification is already sent out without me having the opportunity to insert an e-sign box, which is frustrating."
"One area that PandaDoc needs to improve is the design of documents, which is a bit limiting when compared to something such as Word or Google Docs."
"PandaDoc can be improved by making formatting and adding graphics and visual elements much easier."
"I think PandaDoc could be improved, especially in terms of the UI, which could be improved somewhat."
 

Pricing and Cost Advice

"Overall, the pricing of Automation Anywhere is good."
"The setup cost for this is onetime and licensing is based on your choice of product."
"It's justified because we have saved quite a bit of money at the company and many manual hours. Overall, it justifies the cost."
"I have heard that Automation Anywhere is expensive."
"Because it reduced the time duration of our processes, our costs went down."
"I think the pricing is reasonable, but clients often perceive it as expensive."
"It is expensive. I would rate Automation Anywhere an eight out of ten in terms of pricing."
"The pricing is a bit higher."
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Top Industries

By visitors reading reviews
Financial Services Firm
17%
Manufacturing Company
12%
Construction Company
11%
Computer Software Company
7%
Outsourcing Company
9%
Wholesaler/Distributor
9%
Financial Services Firm
9%
University
9%
Financial Services Firm
18%
Construction Company
11%
Computer Software Company
10%
Educational Organization
8%
 

Company Size

By reviewers
Large Enterprise
Midsize Enterprise
Small Business
By reviewers
Company SizeCount
Small Business154
Midsize Enterprise82
Large Enterprise535
No data available
By reviewers
Company SizeCount
Small Business6
Midsize Enterprise1
Large Enterprise17
 

Questions from the Community

How good is Automation Anywhere for RPA processes?
It depends on your use case. Is it simply to automate a couple of processes? Is it to augment a human team? AA is ver...
How good is Automation Anywhere for RPA processes?
From my experience using AA tool, it depends on the applications that you want to automate, because there some applic...
How good is Automation Anywhere for RPA processes?
It is a highly preferred RPA tool. You can check my Automation Anywhere Review to know more.
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What is your experience regarding pricing and costs for PandaDoc?
The polished, professional look of every PandaDoc document never fails to impress our clients. It is highly recommended.
What needs improvement with PandaDoc?
Sometimes the fillable fields do not automatically map properly, and I have to manually adjust them.
What is your primary use case for PandaDoc?
We use PandaDoc in my organization to create quotes, proposals, and also data rooms for larger opportunities to share...
 

Also Known As

Automation Anywhere, Testing Anywhere, Automation Anywhere Enterprise, Agentic Process Automation System (Now Certified for WorkSpaces)
Agiloft Contract Management Suite
No data available
 

Interactive Demo

Demo not available
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Overview

 

Sample Customers

Google, Linkedin, Cisco, Juniper Networks, DellEMC, Comcast, Mastercard, Quest Diagnostics
Contract Mgmt: WeWork, Chevron, CSFI, Retrophin, Roche Diagnostics, Genentech, Global Healthcare Exchange, Fitch Ratings, Safehorizon, American Greetings, Doosan, Family Impact Network, Peloton Therapeutics, San Mateo County, Insmed, Roman Catholic Diocese of Dallas, Kaiser Permanente
TapInfluence, Bonusly, Crystal Ball, Datanyze, RadialSpark