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    strively vs PandaDoc

    PandaDoc is document and e-signature software. strively is onboarding automation built for UK accountancy firms: it screens enquiries, books meetings, sends web proposals and onboards new clients with engagement letters and AML.

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    Last checked 27 October 2026 against PandaDoc's published information.

    Choose strively if

    you want to fully automate client onboarding and cut the admin. Enquiry forms screen out the wrong clients before you speak to them, meetings book themselves into the right person's calendar, and proposals are fully customisable web pages, not PDFs. Once a client accepts, engagement letters, AML checks and direct debit set-up follow automatically.

    Choose PandaDoc if

    you're looking for general document and e-signature software for contracts, quotes and proposals, not onboarding automation, and you don't need enquiry screening, meeting booking, UK engagement letters or AML checks.

    Feature comparison

    We compared both products on the work that takes up most admin time when taking on new clients.

    FeaturestrivelyPandaDoc
    Qualifying enquiry formsYesAuto accept or reject leads with your own rulesNot availableWeb forms on paid usage credits, no automatic accept or reject
    Waitlist for busy periodsYesEnquiries still screened, prospects get your custom message and join a separate list to contactNot found
    Automatic meeting bookingYesGoogle Calendar and Outlook, routed to the right specialistNot found
    Automated chasers and remindersYesMeetings, lead and proposal follow-upsDocument remindersBusiness plan and above
    Web-based proposals, not PDFsYesFully customisable, with section-by-section trackingYesInteractive documents, pricing tables on Business
    Engagement lettersYesUK-format letters and terms of businessGeneral contractsNo UK engagement letter format found
    E-signaturesYesProposals and engagement letters signed onlineYes
    AML checksYesAML HQ. Separate monthly chargeNot found
    Client onboardingYesAML and engagement lettersDocument workflowsAutomation on Enterprise. No AML or engagement letters
    Sales pipeline reportingYesConversion by stage, bottlenecks, team performanceDocument analyticsNo sales pipeline reporting found
    Direct debit mandatesYesNew clients added to your Adfin direct debit mandateNot foundPayment collection on the Business plan
    Users2 to 10, depending on planCharged per seat
    Pricing currencyGBP, ex VATUSD
    Built forUK accountants, bookkeepers and payroll bureauxAny business that sends documents for signature
    "Not found" means we couldn't find the feature in PandaDoc's published information on the date checked. Spotted something out of date? Email info@strively.io and we'll correct it.

    Pricing compared

    PandaDoc charges per seat in US dollars. We've used its Business plan, the first plan with pricing tables, branding, payments and automatic reminders.

    Typical firmstrivelyPandaDoc
    Sole practitioner, up to 25 proposals a month£110/month
    Automate · 2 users    		$98–$130/month
    Business, 2 seats at $49–$65
    Small firm wanting conversion reporting, 50 proposals£135/month
    Report · 2 users    		$98–$130/month
    Business · document analytics only, plus charges for extra documents
    Growing team, unlimited proposals, up to 10 users£220/month
    Team · routing and team reports    		$490–$650/month
    Business, 10 seats at $49–$65
    strively prices exclude VAT. PandaDoc prices are in US dollars per seat: the lower figure is billed annually, the higher monthly. They come from an independent summary checked against PandaDoc's pricing page in October 2026. Web forms, bulk send and automations use paid usage credits, and extra documents can cost more.

    Why UK firms choose strively

    Stop speaking to the wrong clients

    Enquiry forms qualify every lead against your own rules. Poor-fit enquiries are turned away automatically, so your time goes on the clients you want.

    No more arranging meetings

    Qualified prospects book straight into the right person's Google or Outlook calendar, with confirmations and reminders sent for you.

    Proposals that aren't PDFs

    Fully customisable web proposals with your branding, services and pricing. You can see which sections prospects read, so you know when to follow up.

    Onboarding that runs itself

    Once a client accepts, the engagement letter is signed online, AML checks run and they're added to your Adfin direct debit mandate, with no re-keying.

    What PandaDoc does well

    PandaDoc is one of the best-known document tools in the world, and for some firms it's the right choice.

    • Document range. Proposals, quotes, contracts and forms, all from one editor.
    • E-signatures. Legally binding e-signatures, with a free eSign plan for up to 5 documents a month.
    • CRM integrations. Connects with popular CRMs on the Business plan.
    • Enterprise features. Quoting tools, workflow automation, single sign-on and online notary on Enterprise.

    Switching from PandaDoc is simple

    You add your services, proposal templates and UK engagement letter in strively yourself. Once they're in, new enquiries go through strively automatically.

    1. Add your services and fees
    2. Set up your enquiry form
    3. Add your proposal templates and engagement letter
    4. Embed the form on your website and go live

    Frequently asked questions

    Is strively a good alternative to PandaDoc for UK accountants?

    Yes, if you want to fully automate client onboarding and cut admin. Enquiry forms screen out the wrong clients before you speak to them, meetings book themselves, and proposals are fully customisable web pages rather than PDFs. Once a client accepts, e-signed engagement letters, AML checks and direct debit set-up through Adfin follow automatically. PandaDoc is a better fit if you only need document and e-signature software rather than onboarding automation.

    What's the main difference between strively and PandaDoc?

    strively is built for UK accountancy firms and automates onboarding. It screens enquiries, books meetings, sends reminders and handles UK engagement letters, AML and direct debit set-up. PandaDoc is general document and e-signature software for any business. We couldn't find enquiry screening, meeting booking, UK engagement letters or AML checks in its published information.

    Is strively cheaper than PandaDoc?

    It depends on the size of your team. PandaDoc's Business plan costs $49 a seat a month billed annually, or $65 monthly, so a two-person firm pays about $98 to $130 a month in US dollars. For a 10-person team that rises to about $490 to $650 a month, against £220 on strively's Team plan. PandaDoc also charges usage credits for web forms and automations.

    Can I move my proposals from PandaDoc to strively?

    Yes. You add your services, fees, proposal templates and engagement letters in strively yourself. Once they're in, new enquiries move through strively automatically.

    Can strively set up direct debits for new clients?

    Yes. strively integrates with Adfin and adds new clients to your direct debit mandate as they sign up. strively does not create invoices, so you keep invoicing as you do today.

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    Also useful: PandaDoc alternatives · Proposal software for accountants · Engagement letter software

    See strively with your own enquiries

    A 30-minute demo, tailored to your firm. We'll show you how much onboarding admin strively can take off your team.

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