Under.io vs. PandaDoc: Which Is Better for Onboarding and Form Building?
Digital onboarding and form building are essential for businesses aiming to streamline operations and improve customer experiences. Under.io and PandaDoc are two powerful platforms, each with unique strengths. This post explores the pros and cons of each to help you choose the best solution.
Platform Overview
- Under.io: A FinTech-focused onboarding tool specializing in fast, compliant customer onboarding with intuitive form-building features tailored for financial services.
- PandaDoc: A widely-used document automation platform, versatile for various industries with tools for creating, sending, and tracking forms.
Onboarding Capabilities
-Under.io: Optimized for customer onboarding, with automated workflows designed for financial compliance. Ideal for companies requiring rigorous regulatory adherence.
-PandaDoc: Offers customizable onboarding templates, suitable for general industries but less specialized in FinTech needs.
Form Building Tools
-Under.io: Provides industry-specific templates, especially for financial forms like I-9, W-2, and NDAs. Built-in fields help maintain compliance without complex setups.
- PandaDoc: Supports drag-and-drop customization for various form types, useful for multi-step approvals but might need more custom compliance features.
User Experience and Customization
- Under.io: Tailored for quick, intuitive use, allowing users to complete onboarding in a few clicks. Its setup suits teams needing efficiency in complex fields.
- PandaDoc: Flexible and user-friendly but may require setup adjustments for specialized industries.
Integrations and Support
- Under.io: Strong FinTech partnerships and specialized support ensure smooth integrations for financial services.
- PandaDoc: Integrates well with CRM, e-signature, and payment solutions, offering versatility but less specialized financial service support.
Conclusion:
For financial companies, Under.io provides industry-specific onboarding with compliance built-in. For general industries needing versatile document automation, PandaDoc might be a better fit.
