Finance & ERP · Core Replacement

Replace PandaDoc with software you own.

Document automation at $49/seat that nickel-and-dimes on features. We build a custom alternative in 5-8 weeks for $18,000$35,000.

$49

PandaDoc per seat/mo

$18,000$35,000

One-time build

1%

Savings over 3 years

5-8 wks

Build time

The Problem

Why teams leave PandaDoc

$35-$65/user/month across sales and ops teams

CRM integrations locked behind Business tier

Approval workflows require premium plan

Template library limited at lower tiers

API access restricted to Enterprise

What We Build Instead

Your custom finance & erp tool

Custom document builder with your templates and branding

E-signature workflow with audit trail

Approval chains matching your org structure

CRM integration with your existing tools

Content library with version control

Automated document generation from your data

The Math

PandaDoc vs. custom build

Based on 20 seats at $49/seat/month, with ~10% annual SaaS price increases.

Keep paying PandaDoc

Year 1$11,760
Year 2 (~10% increase)$12,936
Year 3 (~10% increase)$14,230

3-year total$38,808

Build with 86 SaaS

Build cost (one-time)$18,000$35,000
Annual maintenance$3,975/yr
Per-seat cost$0

3-year total$38,425

3-year savings with 20 seats

$383

1% less than PandaDoc

Pricing Breakdown

PandaDoc tier pricing vs. one-time custom build

Compare what you pay per seat across PandaDoc's tiers against a single investment in software you own forever.

TierMonthly/SeatAnnual/SeatKey Features
Essentials$35/mo$29/moDocument builder, E-signatures, Templates, Basic analytics
Business$49/mo$41/moCRM integration, Approval workflows, Content library, Custom branding
Enterprise$65/mo$55/moAPI access, SSO/SAML, Advanced analytics, Bulk send, Dedicated support
Custom Build by 86 SaaS$18,000$35,000 one-time$0/seatUnlimited users, full ownership, no recurring fees

Migration Timeline

From PandaDoc to ownership — week by week

A structured migration plan to move off PandaDoc in 5-8 weeks with zero downtime.

1

Discovery & Audit

1 week

Audit document templates, approval chains, e-signature workflows, and CRM integrations

2

Architecture & Design

1 week

Design document automation platform with template engine and workflow builder

3

Core Development

3-4 weeks

Build document builder, e-signature, approval workflows, and CRM integration

4

Data Migration & Testing

1 week

Migrate templates, test e-signature flows, and validate approval chains

5

Deployment & Training

0.5-1 weeks

Deploy platform and train sales and operations teams

Total build time

5-8 weeks

Feature Comparison

What you keep, what you skip, and why

A transparent comparison of PandaDoc features vs. your custom-built alternative.

FeaturePandaDocCustom BuildNotes
Document Builder
E-signatures
Template Library
Approval Workflows
CRM Integration
Content Library
Audit Trail
Auto-fill from CRM
Payment CollectionUse Stripe or your payment processor directly
Unlimited DocumentsNo per-document or volume limits

Your custom build focuses on the features your team actually uses — typically 15-20% of what PandaDoc offers — built exactly for your workflow.

How It Works

From PandaDoc to ownership in 5-8 weeks

01

Free Audit

We analyze your PandaDoc usage and identify exactly which features your team actually uses.

02

Scope & Build

We build your custom finance & erp tool with only the features you need. 5-8 weeks.

03

Deploy & Migrate

We deploy to your infrastructure, migrate your data from PandaDoc, and train your team.

04

You Own It

Full source code, documentation, and optional maintenance retainer. No vendor lock-in. Ever.

Ready to 86 PandaDoc?

Get a free audit showing exactly how much you'd save replacing PandaDoc with a custom build. Takes 5 minutes. No commitment.