Compare Vertafore Agency and PandaDoc - Jul 2022

Shlomi LaviShlomi Lavi / Jul 28, 2022

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Bottom Line: Which is Better - Vertafore Agency or PandaDoc?

Vertafore Agency is more expensive to implement (TCO) than PandaDoc, and PandaDoc is rated higher (87/100) than Vertafore Agency (81/100). PandaDoc offers users more features (7) than Vertafore Agency (1). There is a clear winner in this case and it is PandaDoc!

Looking for the right Insurance solution for your business? Buyers are primarily concerned about the real total cost of implementation (TCO), the full list of features, vendor reliability, user reviews, and the pros and cons. In this article we compare between the two software products:

Vertafore, Inc Vs. Quote Roller

Vertafore, Inc: It’s no secret that technology continues to play a vital role in helping insurance distribution businesses overcome many common challenges—including doing more with less, finding and keeping top-notch producers, connecting agencies and carriers, streamlining and automating processes, and much more. For over 40 years, Vertafore has focused on helpi...

Quote Roller: Quote Roller was created in 2011 to solve a critical business issue – delivering beautiful purpose-driven sales quotes to potential clients. It is no longer 1995 where quotes are text documents faxed to a potential client. The world has evolved, and it is time that proposals are elegant, dynamically driven, and efficiently produced. Today, Quote R...

Who is more expensive? Vertafore Agency or PandaDoc?

The real total cost of ownership (TCO) of Insurance software includes the software license, subscription fees, software training, customizations, hardware (if needed), maintenance and support and other related services. When calculating the TCO, it's important to add all of these ”hidden costs” as well. We prepared a TCO (Total Cost) calculator for Vertafore Agency and PandaDoc.

Vertafore Agency accurate pricing info is available upon request (they don't share it publicly), however , On a scale between 1 to 10 Vertafore Agency Platform is rated 6, which is similar to the average cost of Insurance software. PandaDoc price starts at $19 per user/month , When comparing PandaDoc to its competitors, the software is rated 6 - similar to the average Insurance software cost.

Bottom line: Vertafore Agency cost is around the same cost of PandaDoc.

Which software includes more/better features?

We've compared Vertafore Agency Vs. PandaDoc based on some of the most important and required Insurance features.

Vertafore Agency: Quoting.

PandaDoc: Version Control, Workflow, Billing & Invoicing, Collaboration Management, Document Management.

Target customer size

Vertafore Agency's typical customers include: Small, medium and large size businesses, The software is a most viable solution for small and medium businesses.



Vertafore Agency

ITQlick rating
(4.7/5)

Vertafore Agency Platform is a growing cloud-based Insurance software, it is designed to support small, medium and large size insurance agencies. Vertafore Agency Platform received a rating of 4.7 from ITQlick ...

Categories: Insurance CRM, Insurance Data Management, Insurance, Configure Price Quote.

PandaDoc

ITQlick rating
(4.5/5)

starts at $19 per user/month

PandaDoc is a web based document management solution for small and medium businesses. It offers paperless management of documents, support for multiple formats, integration, analytics, and other capabil...

Categories: Billing & Invoicing, Digital Signature, Payment Processing, Content Management, Document Management.

Compare specifications

Compare features

Vertafore Agency: 1 Features

Quoting

PandaDoc: 7 Features

Version Control
Workflow
Billing & Invoicing
Collaboration Management
Document Management
Compliance
Contract Management
ITQlick rating ITQlick Rating is based on the software score (below) and aggregated online reviews
ITQlick score ITQlick Score is a 1 to 100, the calculation is based on pricing, and functionality Vs. alternative solutions
Pricing score pricing Score is a 1 to 10 (10 is high cost), based on the TCO (cost of licences, customizations, training, hardware when relevant) Vs. alternative solutions
License pricing license pricing (if provided by the software vendor)
Functionality score
Software review
Compare
Vertafor...
ITQlick rating
4.7/5
Score
81/100
Pricing
6.2/10
License pricing
Pricing not available
Functionality
6
Compare
PandaDoc
ITQlick rating
4.5/5
Score
87/100
Pricing
6/10
License pricing
$19 per user/month
Functionality
21
FormFire
ITQlick rating
4.4/5
Score
89/100
Pricing
5/10
License pricing
$399 per month
Functionality
3
Applied ...
ITQlick rating
4.4/5
Score
89/100
Pricing
4.8/10
License pricing
$1,000 per license
Functionality
9
Agency M...
ITQlick rating
4.3/5
Score
86/100
Pricing
3.4/10
License pricing
$49 per user/month
Functionality
5

Auditor - Shlomi Lavi

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Shlomi Lavi is an entrepreneur and founder of ITQlick.com. He holds a Bachelor of Science (B.Sc.) in Information Systems Engineering from Ben Gurion University in Israel. Shlomi brings 17 years of global IT and IS management experience as a consultant and implementation expert for small, medium and large-sized (global) companies. Shlomi’s goal is to share the best knowledge and news about information systems so you can make smarter buying decisions for your business.