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8 Business Plan Templates You Can Get for Free

8 min. read

Updated April 10, 2024

A business plan template can be an excellent tool to simplify the creation of your business plan. 

The pre-set structure helps you organize ideas, covers all critical business information, and saves you time and effort on formatting.

The only issue? There are SO many free business plan templates out there. 

So, which ones are actually worth using? 

To help remove the guesswork, I’ve rounded up some of the best business plan templates you can access right now. 

These are listed in no particular order, and each has its benefits and drawbacks.

What to look for in a business plan template

Not all business plan templates are created equal. As you weigh your options and decide which template(s) you’ll use, be sure to review them with the following criteria in mind:

• Easy to edit: A template should save you time. That won’t be the case if you have to fuss around figuring out how to edit the document, or even worse, it doesn’t allow you to edit at all.
• Contains the right sections: A good template should cover all essential sections of a business plan , including the executive summary, product/service description, market/competitive analysis, marketing and sales plan, operations, milestones, and financial projections. 
• Provides guidance: You should be able to trust that the information in a template is accurate. That means the organization or person who created the template is highly credible, known for producing useful resources, and ideally has some entrepreneurial experience.
• Software compatibility: Lastly, you want any template to be compatible with the software platforms you use. More than likely, this means it’s available in Microsoft Word, Google Docs, or PDF format at a minimum. 

1. Bplans — A plan with expert guidance

Since you’re already on Bplans, I have to first mention the templates that we have available. 

Our traditional and one-page templates were created by entrepreneurs and business owners with over 80 years of collective planning experience. We revisit and update them annually to ensure they are approachable, thorough, and aligned with our team’s evolving best practices.  

The templates, available in Word, PDF, or Google Doc formats, include in-depth guidance on what to include in each section, expert tips, and links to additional resources. 

Plus, we have over 550 real-world sample business plans you can use for guidance when filling out your template.

Download: Traditional lender-ready business plan template or a simple one-page plan template .

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2. SBA — Introduction to business plans

The U.S. Small Business Administration (SBA) offers two different business plan templates along with a short planning guide. 

While not incredibly in-depth, it’s enough to help you understand how traditional and lean plans are structured and what information needs to be covered. The templates themselves are more like examples, providing you with a finished product to reference as you write your plan.

The key benefit of using these templates is that they were created by the SBA. While they may provide less guidance, you can be assured that the information and structure meet their expectations.

Explore: The SBA’s planning guide and free templates

3. SCORE — Planning workbook

SCORE’s template is more like a workbook. It includes exercises after each section to help you get your ideas down and turn them into a structured plan.

The market research worksheets are especially useful. They provide a clear framework for identifying your target market and analyzing competitors from multiple angles. Plus, they give you an easy way to document all the information you’re collecting.

You will likely have to remove the exercises in this template to make it investor-ready. But it can be worth it if you’re struggling to get past a blank page and want a more interactive planning method.

Download: SCORE’s business plan template

4. PandaDoc — A template with fillable forms

PandaDoc’s library offers a variety of industry-specific business plan templates that feature a modern design flair and concise instructions. 

These templates are designed for sharing. They include fillable fields and sections for non-disclosure agreements, which may be necessary when sending a plan to investors.  

But the real benefit is their compatibility with PandaDoc’s platform. Yes, they are free, but if you’re a PandaDoc subscriber, you’ll have far more customization options. 

Out of all their templates, the standard business plan template is the most in-depth. The rest, while still useful, go a bit lighter on guidance in favor of tailoring the plan to a specific industry.

Explore: PandaDoc’s business plan template library  

5. Canva — Pitch with your plan

Canva is a great option for building a visually stunning business plan that can be used as a pitch tool. It offers a diverse array of templates built by their in-house team and the larger creative community, meaning the number of options constantly grows.

You will need to verify that the information in the template you choose matches the standard structure of a traditional business plan. 

You should do this with any template, but it’s especially important with any tool that accepts community submissions. While they are likely reviewed and approved, there may still be errors.

Remember, you can only edit these templates within Canva. Luckily, you only need a free subscription, and you may just miss out on some of the visual assets being used. 

To get the most value, it may be best to create a more traditional planning document and transfer that information into Canva. 

Explore: Canva’s business plan gallery

6. ClickUp — The collaborative template

Out of all the project management tools that offer free business plan templates, ClickUp’s is the most approachable.

Rather than throwing you into all the features and expecting you to figure it out—ClickUp provides a thorough startup guide with resource links, images, and videos explaining how to write a plan using the tool. 

There’s also a completed sample plan (structured like an expanded one-page plan) for you to reference and see how the more traditional document can connect to the product management features. You can set goals, target dates, leave comments, and even assign tasks to someone else on your team. 

These features are limited to the ClickUp platform and will not be useful for everyone. They will likely get in the way of writing a plan you can easily share with lenders or investors. 

But this is a great option if you’re looking for a template that makes internal collaboration more fluid and keeps all your information in one place.

Sign Up: Get a free trial of ClickUp and explore their template library

7. Smartsheet — A wide variety of templates

I’m including Smartsheet’s library of templates on this list because of the sheer number of options they provide. 

They have a simple business plan template, a one-page plan, a fill-in-the-blank template, a plan outline, a plan grading rubric, and even an Excel-built project plan. All are perfectly usable and vary in visual style, depth of instructions, and the available format.

Honestly, the only drawback (which is also the core benefit) is that the amount of templates can be overwhelming. If you’re already uncertain which plan option is right for you, the lengthy list they provide may not provide much clarity.

At the same time, it can be a great resource if you want a one-stop shop to view multiple plan types.

Explore: Smartsheet’s business plan template library  

8. ReferralRock affiliate marketing business plan

I’m adding ReferralRock’s template to this list due to its specificity. 

It’s not your standard business plan template. The plan is tailored with specific sections and guidance around launching an affiliate marketing business. 

Most of the template is dedicated to defining how to choose affiliates, set commissions, create legal agreements, and track performance.

So, if you plan on starting an affiliate marketing business or program, this template will provide more specific guidance. Just know that you will likely need to reference additional resources when writing the non-industry sections of your plan.

Download: ReferralRock affiliate marketing business plan template

Does it matter what business plan template you use?

The short answer is no. As long as the structure is correct, it saves you time, and it helps you write your business plan , then any template will work. 

What it ultimately comes down to, is what sort of value you hope to get from the template. 

• Do you need more guidance? 
• A simple way to structure your plan? 
• An option that works with a specific tool?
• A way to make your plan more visually interesting?

Hopefully, this list has helped you hone in on an option that meets one (or several) of these needs. Still, it may be worth downloading a few of these templates to determine the right fit. 

And really, what matters most is that you spend time writing a business plan . It will help you avoid early mistakes, determine if you have a viable business, and fully consider what it will take to get up and running. 

If you need additional guidance, check out our library of planning resources . We cover everything from plan formats , to how to write a business plan, and even how to use it as a management tool . 

If you don’t want to waste time researching other templates, you can download our one-page or traditional business plan template and jump right into the planning process.

Kody Wirth is a content writer and SEO specialist for Palo Alto Software—the creator's of Bplans and LivePlan. He has 3+ years experience covering small business topics and runs a part-time content writing service in his spare time.

Table of Contents

• Qualities of a good template
• ReferralRock
• Does the template matter?

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PandaDoc Review

Table of Contents

How we tested the software, pricing and sign-up process, proposal creation capabilities, team collaboration.

• The client experience

Tracking client interaction

Integrations and payments, support and security, overall review.

PandaDoc is an online proposal management tool that is a leader in the category. The sleek, effective platform that can cut hours off of proposal development. It has strong proposal creation and tracking features built for multi-person sales teams who send a significant volume of proposals. The sole focus on proposals creates unique benefits and challenges:

• User-friendly interface and content library that allows for proposals to be quickly prepared and updated.
• Strong client proposal interaction tracking and communication features.
• Diverse integrations and payment options to support connectivity to existing systems.
• Time investment in developing company-specific proposals. While the PandaDoc templates are beautiful, they must be tailored to your typical client.
• Limited other business services. Companies looking for an all-in-one platform to manage clients, appointments, and other management will find it challenging. 

PandaDoc paid plans start at $25 per month for the Essentials Plan. You can test out the platform with a 14-day trial of the Business Plan.

We understand the importance of getting proposals right , and so we did a deep dive into PandaDoc in our review of proposal creation tools. This article will examine PandaDoc’s proposal creation capabilities, client engagement services, and other key features so you can determine if PandaDoc is the right fit.

This proposal software review assesses proposal preparation capabilities. Each tool was tested through the company’s free trial offering. New and template-based proposals were built and tested using various design tools and libraries. We tested collaboration capabilities, client experience, tech support, and other features to assess the ease of use, professionalism, and flexibility.

These reviews do not assess other aspects of the software in this category. For some tools, proposal development is just one feature. Platforms may include a range of services such as customer relationship management (CRM), project management, expense tracking, or appointment calendars. These other services may be an essential consideration for your company, but we have focused solely on proposal creation to maintain a direct comparison. 

There are four pricing plans available, and all levels allow an unlimited number of proposals.

Pandadoc offers a handy service called Free eSign that allows users to send proposals to be signed electronically. Payments can also be collected by credit card, PayPal, or ACH. This limited service may provide all the electronic processing needed for some solopreneurs.

The Essentials Plan is intended for smaller companies or teams looking to create proposals with tracking capabilities but who do not use a CRM system. This service costs $25/month per user or $19/month per user if billed annually.

The Business Plan would fit larger teams that need CRM integration. This plan connects to a wide range of CRM services, except Salesforce. This plan costs $59/month per user or $49/month per user if billed annually.

The Enterprise is intended for larger companies with various departments or brands, which can each be separated into their own Workspace. This plan includes Salesforce integration as well as user role management. Pricing for this plan is arranged through PandaDoc’s sales team based on the range of users, features, and services needed.

Signing up for PandaDoc is very straightforward. The registration form asks a handful of questions on contact and company information. The free trial offers 14 days of the Business Plan, and no credit card is required.

Proposals can be developed from scratch or a pre-designed template. PandaDoc offers over 450 templates, so you’ll likely be able to find one that is a suitable base for your document. Each boilerplate has some variation in the organization of the sections, and unique design.

Templates are highly useful but must be prepared carefully. The content and its order were not prepared with your exact client in mind. Whether starting fresh or from a PandaDoc design, a strong understanding of your client and their priorities is required. For example, some clients want a cover letter or executive summary introducing a lengthy bid, while others want only a couple of key sections and no other details. Be careful not to rely on beautiful designs alone, and build a tailored, persuasive document .  

PandaDoc offers automation that makes new proposal development quick and easy. You do not need to type client information into the proposal. Instead, a ‘Variable’ is set for names, addresses, and other contact information. When the client is added to a document, this information is automatically populated in each Variable. Another key automation is the ability to pull commonly reused sections, text, or costs into a proposal. Text, pages, images, or other content can be saved into the ‘Content Library,’ whereas pricing, items, and discounts can be held in the ‘Catalog.’ Then, the content can be added to a draft proposal with two clicks. 

This automation can save hours or days in proposal preparation and review time. However, this efficiency is only achieved once the appropriate templates, the Content Library, and the Catalog items have been determined, designed, and saved on the platform. This process will take you and your team a fair bit of time. This time must be put in at the beginning of the process to ensure that the right content can be reused, and all the content aligns with your brand and messaging. However, this time investment will be recouped once the first few proposals have been closed through the platform. 

The design panel in the Proposal editing page has an accessible interface with a smooth drag and drop system to add design elements. These are divided into set ‘Blocks’ (images, text, tables) and client-editable ‘Fields’ (drop-down menus, dates, and signatures). This panel allows for quick additions and edits that look great. It also has advanced settings that allow for items like margin and padding to be adjusted. There are a variety of thoughtful design features, such as a ‘Merge with page above’ button that nicely moves all the content from two pages onto one with one click.

PandaDoc enables multiple users to collaborate on proposals, which aligns with the per-user pricing scheme. Colleagues can be easily invited by email to edit or have other signing responsibilities in a submission. Plus, there is a useful ‘Version History’ view to check modifications by person and time.

The best collaboration tools, however, are only available in the Enterprise Plan. Workspaces to separate the account by brand or department are available in this top plan. ‘Roles Management,’ with its four predefined user types, is also only available for Enterprise users. These pre-set roles reduce the flexibility of permissions for any one user, unlike some other platforms. However, one user can be part of multiple workspaces, and their role can be set by workspace, enabling a bit more tailoring. 

The client experience  

Clients, the most important audience,  receive a sleek, professional proposal. The proposal can be sent through PandaDoc’s email system, or you can use a unique link to paste into your corporate email. If a client prefers a PDF or print copy, the downloadable document maintains all the beautiful formatting.

When received electronically, the client can quickly skim through the whole document, but PandaDoc indicates how many places the client needs to complete with a handy ‘Jump-to’ button. Clients may be required to fill in only the signature and date fields, or they can have the ability to adjust the number of items and select add-on products. Clients can also leave comments or questions in a chat box next to the proposal, allowing for rapid replies from your sales team. Proposal navigation could be improved with a table of contents or a navigation bar, as there is no easy way to click back and forth between specific sections. 

Proposal status is tracked in the Dashboard overview. In the Business and Enterprise plans, each proposal moves through a series of lifecycle stages: draft, for approval, sent, viewed, completed, expired, waiting for payment, paid, declined. These stages can be customized based on your company’s typical workflow. This overview is handy to see the number of outstanding proposals, quickly find-out where follow-up is needed, and move successful offers forward. By clicking on each stage, you see a list of the proposals, the owner, the approvers, and the contract value . 

PandaDoc offers instructive viewing statistics. Once sent to a client, the Proposal view will show ‘Recipient’s analytics,’ indicating the number of views, total view time, and the time spent on each page. These statistics provide valuable insight into the most important sections to the client, which can inform the present and future sales. 

PandaDoc offers both an iOS and Android app to allow for easy mobile access. There are also over 25 integrations with a variety of business tools starting at the Business Plan. The software connects to Zapier, enabling a wide range of other automation and connectivity to apps like Slack, FreshBooks New, and Microsoft OneDrive. There are a variety of CRM integrations, including Salesforce (with Enterprise Plan), HubSpot, Pipedrive, Zoho, Copper, among others. 

Client payments can be processed and tracked through PandaDoc using a range of tools. Stripe, PayPal, Authorize.net, Square, and Quickbooks Payments can all be integrated, enabling the system to manage invoices as well. Credit card, bank transfer, Automatic Clearing House (ACH) payments, and various other payment methods can be accepted through one of these integrations. 

All paid plans come with 24/7 tech support via live chat and email. We submitted questions through the live chat, and they were replied to quickly. The support answers were helpful, including a guiding screenshot, a reference article, or both. 

PandaDoc encrypts their data in transit and during storage and is stored in a SOC, FISMA, and PCI DSS Level 1 compliant cloud. The organization is SOC 2 Type 2 compliant, meaning that their data safeguarding processes have been independently audited. 

PandaDoc platform is honed to quickly produce sleek proposals, move them through the sales process, and better understand how clients interact with proposals. This focus is beneficial because the tool is intuitive and includes a range of tools and features that make proposal development a breeze. However, the focus comes at the detriment of other business services that are limited to integrations or require separate programs. 

The drag-and-drop interface for building proposals is straightforward to use, whether building on your own or from a PandaDoc template. However, setting up the first few proposals will take a fair bit of time. While the existing templates are valuable, the version with the right aesthetic might not include the proper sections or a suitable flow for your typical client. For example, some templates do not include a cover letter, and others place the project summary mid-way through the document. PandaDoc makes it easy to adjust the proposal, but you will still need to invest the time to understand your client and design a persuasive bid. This time requirement is not unique to PandaDoc, as it is common in similar software platforms.

The client experience is smooth and effective. The range of payment options means that your preferred invoicing tool could be easily integrated into the proposals for smoother payment management. 

PandaDoc offers strong pricing options. Unlimited proposals with every plan and 24/7 tech support with all paid plans are valuable offerings. Their Free eSign plan that allows for unlimited documents, e-signatures, and payment processing may be sufficient for some small businesses that need basic proposal management as they grow. The three paid plans offer fairly standard options with increasing CRM services. Role management is only available at the Enterprise level, which might be limiting to a smaller company looking to control user access within the platform. 

Overall, PandaDoc is a thoughtfully designed, user-friendly proposal creation software. CRM and collaboration preferences may determine if this software is a fit for your company.

Medium- to large-sized companies that see a high proposal volume and are looking to invest in a proposal software to take advantage of higher levels of the software. Integrations and collaboration management seem to be most cost-effective at the Business and Enterprise level.

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Free Microsoft Word Business Plan Templates

By Joe Weller | September 22, 2020

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We’ve compiled a variety of expert-approved business plan templates and samples for Microsoft Word. There are options for organizations of any size and type — from coffee shops and hair salons to professional services, and everything in between.

Included on this page, you’ll find Word business plan templates for small businesses , startup businesses , product and service businesses , and more.

Simple Business Plan Word Templates

These customizable business plan templates come professionally designed and ready to use, and are available to download in Microsoft Word format.

Simple Business Plan Template

Use this template as a basis for creating an organized and thorough business plan. Customize the built-in table of contents to suit your needs, and use the space included to detail the nature of your business, the solution to the problem you’re solving, a market analysis, key performance indicators (KPIs), financial forecasts, and more.

Download Simple Business Plan Template — Word

Simple 30-60-90 Business Plan Template

This template is ideal for developing a 90-day action plan to create and implement your business plan in manageable, 30-day chunks. Use the document to outline your main goals and deliverables, and then assign key business activities and deadlines to ensure your plan stays on track. 

Download Simple 30-60-90-Day Business Plan Template

Word  | Smartsheet

For more 30-60-90 business plan templates, visit our "Free 30-60-90-Day Business Plan Templates and Samples" article.

Simple Business Plan Outline Template

This template provides a standard outline for a traditional business plan, which you can use to guide your research and develop your plan. Easily modify the provided information to include information that is relevant to your business. 

Download Simple Business Plan Outline Template — Word

For additional downloadable resources in a variety of formats, visit, “ Simple Business Plan Templates .”

One-Page Business Plan Word Templates

These single page business plan templates in this section provide a useful way to organize ideas. Companies can use these templates to develop a pitch document for potential partners and investors.

One-Page Business Plan Template

Use this template to capture the main details of your business concept, including your product or service offering, who it benefits, how it helps your target buyer, the pricing structure, income streams, and key milestones. There’s also room at the bottom to include a SWOT analysis .

Download One-Page Business Plan Template

Word | Smartsheet

One-Page Lean Business Plan

This template utilizes a Lean approach to help you showcase the core concepts of your business idea in a scannable format. Provide a brief overview of your company and industry, the unique benefits your product or service possesses, distribution strategy, key objectives and success metrics, and a financial plan. Use the visual timeline at the bottom to display dates and milestones.

Download One-Page Lean Business Plan Template - Word  

One-Page 30-60-90 Day Business Plan Template

A 30-60-90-day template is useful for developing an actionable plan. Simply add your main goals and the activities required to achieve them in 30-day increments. Update the status of each goal regularly to ensure your plan stays on track.

Download One-Page 30-60-90 Day Business Plan Template

For additional single page plans, along with an example of a business plan , visit " One-Page Business Plan Templates with a Quick How-To Guide ."

Small Business Plan Word Templates

These customizable business plan templates are especially useful for small businesses to develop a roadmap for structuring, operating, and growing their organization.

Small Business Plan Template

This comprehensive business plan template is ideal for small businesses that want to thoroughly document key goals and the associated activities. Add essential information to each section to keep your plan clear and concise — and pay special attention to the financial section and provide details that will validate your plan.

Download Small Business Plan Template — Word

Fill-In-the-Blank Small Business Plan Template

This fill-in-the-blank template is useful for small business owners that need some guidance adding details to the various elements of their business plan. Each section of this standard business plan comes with pre-filled content that you can expand on and customize to reflect the specific needs and details of your business. 

Download Fill-In-the-Blank Small Business Plan Template — Word

Additional Fill-in-the-Blank Business Plan templates can be found here . 

One-Page Small Business Plan Template

Small businesses can use this template to articulate business ideas in a succinct, easily digestible manner. There is space to include a business overview, key team members, a market analysis, marketing and sales plans, objectives and success metrics, and a financial plan.

Download One-Page Business Plan for Small Business — Word

Startup Business Plan Word Templates

These business plan templates are ideal for entrepreneurs to assess the viability of their idea and gain buy-in from prospective investors and stakeholders.

Startup Business Plan Template

Use this startup business plan template to create a strong and detailed roadmap of your concept and related goals. The template includes space for an executive summary, business description, summary of product or service offerings, pricing structure, marketing strategy, competitive analysis, startup expenses, funding sources, and more to ensure you have a thorough plan in place.

Download Startup Business Plan Template

Sample 30-60-90-Day Business Plan for Startup

This 30-60-90-day business plan template is versatile, and can be used to develop an actionable plan for virtually any business activity. This sample contains pre-filled information to help you explain the organization’s main goals and deliverables, as well as to assign key tasks, ownership, and deadlines. 

‌Download Sample 30-60-90 Day Business Plan for Startup Template

For additional resources to create your plan, visit “ Free Startup Business Plan Templates and Examples .”

Product and Service Business Plan Word Templates

These business plan templates are designed for a product or service-focused business to use to develop a workplan that articulates its vision and objectives.

Business Plan Template for Professional Services

Entrepreneurs offering professional services can use this document to outline the main goals and objectives associated with their business, as well as how they plan to achieve them. This template comes with a built-in table of contents and includes all the components of a traditional business plan, including the company background, market and industry analysis, competitive analysis, service offering details, promotional plan, sales forecasts, financial statements, and more.

Download Business Plan Template for Professional Services — Word

One-Page Business Plan for Service Business

This business plan template is ideal for a service-type business owner who needs a basic plan to jot down core business concepts. This single-page template has room to include the business mission and vision, service provided, target market, competitive advantage, marketing and sales plan, and key objectives. There is also a visual timeline of milestones included at the bottom of the template for tracking progress.

Download One-Page Business Plan Template for Service Business — Word

One-Page Business Plan for a Product Business

Use this one-page business plan to outline the key details related to your product-focused idea. Articulate the purpose and vision of your business, the problem your product solves, potential customers, how you will get your product to buyers, pricing strategy, main objectives, and success metrics. The timeline of milestones at the bottom of the template automatically creates a visual display of noteworthy activities. 

Download One-Page Business Plan for Product Business — Word

Fill-In-the-Blank Business Plan Word Templates

Use these pre-filled business plan templates as a basis to build a thorough plan that keeps your strategy aligned with sales, promotional, and financial objectives.

Simple Fill-In-the-Blank Business Plan

This fill-in-the-blank template features a traditional business plan layout, and includes pre-filled content in each section. Outline the key components of a well-rounded business plan, and add a company overview, market analysis, marketing and sales plan, operations plan, financial statements, supporting documentation, and more.

Download Simple Fill-In-the-Blank Business Plan Template — Word

Lean Fill-In-the-Blank Business Plan

This Lean business plan has all the necessary parts to articulate your business vision and strategy. Add information about the problem you aim to solve, your product or service offering, unique value proposition, target customers, cost structure, revenue streams, and a timeline of milestones.

Download Fill-In-the-Blank Lean Business Plan Template — Word

For additional resources, visit " Free Fill-In-the-Blank Business Plan Templates ."

For more free, downloadable templates for all aspects of your business, take a look at “ Free Business Templates for Organizations of All Sizes .”

Empower Your Teams to Implement Your Business Plan with Smartsheet

Empower your people to go above and beyond with a flexible platform designed to match the needs of your team — and adapt as those needs change. 

The Smartsheet platform makes it easy to plan, capture, manage, and report on work from anywhere, helping your team be more effective and get more done. Report on key metrics and get real-time visibility into work as it happens with roll-up reports, dashboards, and automated workflows built to keep your team connected and informed. 

When teams have clarity into the work getting done, there’s no telling how much more they can accomplish in the same amount of time.  Try Smartsheet for free, today.

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• Which One Should You Buy: BlueNotary or PandaDoc?

With everything moving digital these days, businesses are on the hunt for ways to handle documents and deals online. That’s where platforms like BlueNotary and PandaDoc come in – they help make these processes a breeze.

BlueNotary does exceptionally well in getting things notarized online, whereas PandaDoc functions as more of an all-inclusive solution for managing all your documents. Let’s break down who might find each platform most helpful.

Table of Contents

Overview of BlueNotary

BlueNotary is built for two types: notaries who work online and folks who need something notarized electronically. It’s basically a platform that lets you get things signed legally online, all while keeping things secure. It has features like video calls with a notary, verifying IDs online, and handling documents safely – pretty much everything you’d need to get something notarized the digital way. 

We’ll dive deeper into their toolbox in a minute, but for now, it’s clearly designed with the strict rules of notarizing in mind.

Overview of PandaDoc

PandaDoc, on the other hand, functions as a document able to multitask. Sales teams, human resources, and legal teams can all use it for creating, tracking, and getting electronic signs on several kinds of documents. Their secret weapon? Automating repetitive tasks in your document workflow and giving you insights into how well those documents are performing.

We’ll take a closer look at how their features stack up against BlueNotary’s in a bit, but for now, it’s clear PandaDoc is built for anyone who deals with documents regularly.

Feature Comparison

Alright, so we’ve seen what BlueNotary and PandaDoc bring to the table. It’s clear they’re both really good at what they do, offering features designed to make things easier for specific users. Now, let’s see how they compare head-to-head.

Here’s what makes BlueNotary stand out for getting things notarized online:

• Video Calls for Legal Stuff Anywhere: No more getting together in one place! An Online Notary can partner with you over live video chat to sign your documents electronically. Everything is confirmed and registered just as you would with a live in-person notarization.
• Double-Checking Identities Online: BlueNotary uses fancy tech to make sure everyone involved is who they say they are. This includes things like scanning your ID and asking you some security questions.
• Signing and Sealing Electronically: Say goodbye to pen and paper! BlueNotary lets you sign documents digitally and even adds a special seal to them to prevent any funny business.
• Keeping Track of Everything: It also keeps a detailed record of all your notarization transactions so you can easily access them if needed.
• Adapts to Different States: Notary laws can vary by state, but BlueNotary can handle it. Their platform adjusts to the specific rules of wherever you are.

PandaDoc is all about taking the hassle out of working with documents:

• Pre-Built Templates to Save Time: With this program you can preside over a mass library of ready-to-use templates to suit your every need, after which you can customize them until you are satisfied.
• Automate the Boring Stuff: PandaDoc can save you time by automating the tasks that you do in the document workflow, so you can concentrate on the more important matters.
• See How Your Documents Are Doing: Would you like to monitor the interaction people would have with your documents?
• Interactive Quotes that Close Deals: Create impressive, customizable quotes that your clients can adjust on the spot. This can be a game-changer for sales teams!
• Get Paid Faster: PandaDoc integrates with different payment gateways, so you can collect payments directly through your documents, speeding things up for everyone.

Ease of Use

Bluenotary: easy to use for everyone.

BlueNotary designed its platform with both notaries and their clients in mind, making it super user-friendly. Even if you’re new to the whole digital notarization thing, you’ll be a pro in no time. Here’s what makes it so easy:

• Finding your documents is a breeze: With access to what you need at just a click, you don’t have to waste time looking for it.
• Verifying ID is quick and secure: We have reorganized the ID verification procedure into one that is quick but also secure .
• Step-by-Step Like a Recipe: The process of the notariarization has everything laid out, step-by-step evenly and is round like a recipe. This way, it is possible to eliminate any errors.

With the focus on making “online notarization” easier to use, BlueNotary is the ideal choice for professionals who want an undemanding and trouble-free digital notarization experience.

PandaDoc: Packed with Features for Busy Teams

While BlueNotary keeps things simple, PandaDoc offers a wider toolbox for businesses that deal with a lot of documents. Their interface is still clean and modern, but it’s loaded with features to help you create, manage, and work on documents together with your team. Here’s what makes it powerful:

• Customize Your Workspace: PandaDoc lets you set up your dashboard exactly how you like it, whether you’re working solo or collaborating with a team.
• Drag and Drop Like a Pro: Editing and arranging documents is a breeze with their drag-and-drop functionality. No tech skills needed!
• Track Everything in One Place: See exactly where each document is in the process with its intuitive controls. No more chasing down approvals!

With this robust set of features, PandaDoc can handle even the most complex document workflows. It’s a great choice for businesses that need a powerful and scalable document management solution.

Online notarization is an area responsible for security. BlueNotary is aware of this and uses advanced identity verification technologies to confirm the genuineness of all those involved. This involves what is called knowledge-based authentication, where you will only answer the queries and biometric verification, which would be either a fingerprint scan or facial recognition, depending on your OS. These multi-layered security measures guarantee that BlueNotary issues valid and authentic online notarization and ensure the stability of the whole process.

On top of verifying identities, BlueNotary goes the extra mile with security. It uses end-to-end encryption, which basically means your conversations and documents are scrambled up so only you and the intended recipient can see them. Plus, every document gets a special electronic seal and a unique digital fingerprint. This way, if anyone tries to tamper with the document, it’ll be clear as day.

PandaDoc keeps your documents safe and sound, following all the latest data privacy rules like GDPR in Europe and CCPA in California. They use top-notch encryption to scramble your documents while they’re moving around online, and their servers are like Fort Knox for your data. Plus, PandaDoc lets you control who sees your documents and keeps a record of who accessed them and what they did. This transparency helps keep everything accountable and secure.

Customization

Notary laws can be a maze, and they differ depending on where you are in the US. Luckily, BlueNotary can handle it. The platform adjusts its settings and processes to fit the specific rules of your state so you can be sure you’re following all the legalities. This includes things like customizing forms and certificates for your area. 

But that’s not all! BlueNotary lets you personalize the client interface, too. You can add your own branding to give clients a professional experience that matches your services.

PandaDoc is all about customizing documents to fit your exact needs. Unlike BlueNotary, which focuses on legal stuff, PandaDoc lets you build documents from scratch or tweak existing templates. This is a huge timesaver for teams like sales, HR, and legal, which use a lot of contracts, proposals, and other documents.

But PandaDoc goes beyond just making documents look good. You can also automate repetitive tasks in your workflow! Imagine a document automatically sending reminders for approvals or kicking off the next step in a process – that’s the power of customization with PandaDoc.

Integrations

Since BlueNotary is built for legal folks, it integrates seamlessly with other legal software programs they might already use. Think of things like document storage systems and compliance databases. This lets notaries work more efficiently and keep everything organized, all while following the rules and regulations in their state. Basically, BlueNotary connects the dots in the legal world to make things smoother for everyone.

While BlueNotary focuses on legal integrations, PandaDoc is more like a team player. It connects with all sorts of business tools you might already use, like sales software like Salesforce or HubSpot. This makes it a breeze for sales teams to streamline their processes, like sending proposals and closing deals faster.

But that’s not all! PandaDoc also connects to payment gateways and business management systems. Imagine collecting payments right within your documents or automatically updating your inventory when a deal closes – that’s the power of PandaDoc’s integrations. This makes it a valuable tool for everyone, from sales and marketing to operations.

Pricing and Plans

Bluenotary .

The good news is that BlueNotary doesn’t have a one-size-fits-all pricing scheme. It offers different plans depending on who you are: 

• For Notaries:
• Basic Plan: Free, suitable for notaries handling occasional notarizations .
• Pro Hybrid Plan: Manage Your Notary Business & Get Clients ($24.75/month or $297/year).
• For Businesses/GNW (General Notary Work):

The Business plan caters to companies that require frequent notarizations for their day-to-day operations. It provides each team member with access to BlueNotary at a monthly cost of $43 per user. This plan includes two complimentary remote online notarizations (RON) every month. Additional RON sessions can be purchased for $10 each, making it a scalable solution for businesses with fluctuating needs.

• For Closings:

Typically includes a flat fee for handling real estate document closings, providing a streamlined solution for real estate professionals. Specific rates can vary based on transaction details and volume.

• eSign Only:
• Basic: Free, providing up to 5 eSigns per month, ideal for users who need essential electronic signature services without additional notarization features.
• Pro: Provides more extensive eSigning capabilities for a monthly fee, catering to users who require more frequent and complex eSigning needs.

PandaDoc doesn’t have a one-size-fits-all pricing scheme. They offer different plans depending on what your business needs:

• Free eSign Plan: Need a simple way to get electronic signatures? This free plan lets you do just that, with unlimited signatures and even payment processing included.
• Essentials Plan ($19/user/month): This plan is a good starting point for teams that want to create and track documents. It includes features like templates and document analytics.
• Business Plan ($49/user/month): If you seek more advanced features such as automated workflows and integration with your CRM software, you can choose this plan for individual growth. It also comes with upgraded security functions for the safekeeping of confidential material.
• Enterprise Plan (Custom Pricing): For larger companies with complex document management needs, PandaDoc offers custom Enterprise plans. These plans include unlimited workspaces, dedicated customer support, and advanced customization options.

Device Accessibility

BlueNotary realizes that flexibility is the main factor for both notaries and their clients. Therefore, our platform has been fully adapted to the needs of desktops, tabs, and even smartphones. The interface is web-based but works on any device, the notarization process would involve ID verification and adding e-seal – all this on the run.

BlueNotary goes where you go! This platform works great on phones, tablets, and computers. This means you can verify IDs, get signatures, and finalize notarizations – all from your mobile device. No more offices are needed! This flexibility is perfect for notaries who work remotely or travel to meet clients.

Just like BlueNotary, PandaDoc isn’t chained to desks. Their product just works on tablets and smartphones, so you can work with your documents anywhere and anytime. This means that you can also send the documents and get signatures remotely via your phone. In addition, you can get detailed analytics on how your documents are doing – just from your phone! This mobility works seamlessly with PandaDoc, therefore making it the ideal choice for many teams with tight schedules.

Choosing the Right Digital Platform: BlueNotary vs. PandaDoc

Ultimately, the best platform for you depends on what you need. Here’s a quick breakdown:

• Need a secure and easy way to get things notarized online? BlueNotary is your go-to solution.
• Do you deal with a lot of documents and want a powerful toolbox to manage them? PandaDoc might be a better fit.

Both platforms are friendly to the user and have apps for handheld devices, which make them convenient to use when away from home. Whether you select one or the other, you are on your way to a more comfortable digital document usage.

Ready to Try BlueNotary?

Browse the website, where you can check the various plans and choose the one that fits you best. It may be an individual notary who is seeking to improve their workload or a business that frequently needs notarizations, but BlueNotary has you covered anyway. We have different options, so you can choose the one that fits your budget and workload.

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