Proposify vs PandaDoc

by Gralio Feb 26, 2025

Proposify and PandaDoc are both valuable tools for streamlining document workflows. Proposify excels in creating and managing visually appealing and effective sales proposals, while PandaDoc offers a more versatile platform for various document types and broader business needs. The best choice depends on your specific requirements and whether your focus is primarily on sales proposals or a wider range of document management tasks.

At Gralio.ai we help to simplify your decision-making process by offering detailed, side-by-side software comparisons like this one, to help you confidently choose the tool that aligns with your business goals.

This comparison was created by analysing 4930 reviews and 60 websites, saving 1 day, 3 hours, 53 minutes of reading.

Proposify

Website LinkedIn Twitter

PandaDoc

Website LinkedIn Twitter

About

Proposify is a software platform designed to streamline the sales process by creating, sending, and tracking proposals, quotes, and contracts. It offers customizable templates, electronic signatures, and integrations with CRM and marketing automation tools. Proposify aims to help sales teams close deals faster by providing a professional and efficient way to manage sales documents. It is suitable for mid-sized companies in various industries, such as agencies, IT, and construction, looking to improve their sales workflow and increase close rates.

PandaDoc is a software platform that helps businesses create, send, track, and e-sign documents like proposals, contracts, and quotes. It aims to simplify and automate the document workflow, reducing busywork and improving productivity. PandaDoc integrates with popular CRM, payment, and collaboration tools, making it a versatile solution for various teams, including sales, HR, and legal. The platform offers features like customizable templates, approval workflows, and analytics to track document performance.

Summary

Main difference

Proposify is a proposal-focused software best suited for sales teams in marketing, IT, or professional services needing in-depth proposal creation and tracking. PandaDoc is a broader document management solution ideal for various teams needing e-signatures, contract automation, and a wider range of integrations for diverse document types.

Relative strengths of Proposify (compared to PandaDoc)

Stronger proposal design and customization capabilities.
More focused proposal analytics and tracking features.
Better integration with marketing automation tools.

Relative weaknesses of Proposify (compared to PandaDoc)

Less versatile document management capabilities beyond proposals.
Fewer integrations with non-sales-focused tools.
Limited functionality for other departments like HR or legal.

What companies are using Proposify and PandaDoc?

Paradox

WSI

Postmedia Network Inc.

No data

Who should use Proposify VS. PandaDoc

Proposify helps sales teams create, send, and track professional proposals, quotes, and contracts. Users praise its ease of use, customizable templates, and analytics features, while some find the editor clunky and experience formatting issues. Best for mid-sized companies in industries like IT and professional services, Proposify streamlines sales workflows and boosts close rates.

PandaDoc helps businesses create, send, and track documents like proposals and contracts. Users praise its ease of use and integrations with tools like Salesforce and HubSpot. However, some users have reported occasional bugs and limited design customization. Ideal for sales teams looking to streamline their document workflow.

Best for medium-sized businesses (101-1000 employees) seeking streamlined sales processes.
Ideal for IT, professional services, construction, and facility maintenance companies.

Best for sales teams and businesses needing streamlined contract and proposal creation.
Suitable for various industries, including Healthcare, Finance, and E-commerce.

Proposify and PandaDoc features

Supported

Partially supported

Not supported

Type in the name of the feature or in your own words tell us what you need

Email white labeling

Supported

Email white labeling is supported, allowing sending from your own email address.

Supported

PandaDoc supports sending documents from your own email domain.
Contract automation

Supported

Proposify offers contract automation features like templates and automated workflows.

Supported

PandaDoc automates contract lifecycle management to accelerate deal closures.
Proposal Templates

Supported

Proposify offers customizable and design-friendly templates for creating branded proposals.

Supported

PandaDoc offers customizable drag-and-drop proposal templates for branded documents.
Sign document

Partially supported

Electronic signatures are supported for proposals, but not directly for PDF documents.

Supported

PandaDoc enables users to upload and sign PDF documents electronically.
Electronic signatures

Supported

Proposify supports electronic signatures for proposals and contracts.

Supported

PandaDoc allows e-signing documents with various methods and complies with ESIGN and UETA.
Email reminders

Partially supported

Automatic reminders for signing are not explicitly mentioned but might be possible via custom workflows.

Supported

PandaDoc allows users to set up automatic email reminders for signatories.

Qualities

Value and Pricing Transparency

No data

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Customer Service

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Ease of Use

No data

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Reliability and Performance

No data

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Ease of Implementation

No data

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Scalability

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Proposify and PandaDoc Pricing

Proposify is a proposal software with a free trial for the Team plan. They offer three tiers for different needs.

Plans

See full Pricing page

PandaDoc offers a tiered subscription pricing model based on the number of users. The Enterprise plan's pricing is custom.

Plans

See full Pricing page

Proposify and PandaDoc review insights

Users love

Professional-looking proposals.
Easy to use and customize.
Great analytics and tracking features.
Seamless integration with CRM systems.

Easy to use and user-friendly interface
Customizable templates and a wide variety of them
Seamless integration with other tools like Salesforce and HubSpot
Document tracking features, like view notifications, are very helpful

Users dislike

The editor can be a bit clunky at times.
Clients have problems opening proposal links.
The table feature lacks flexibility.
Formatting can be an issue.

Occasional bugs and glitches can be frustrating
Documents sent through PandaDoc sometimes end up in spam folders
Limited design customization options
The mobile app has limited functionality

Proposify and PandaDoc Ratings

G2

4.6/5

(1101)
Capterra

4.4/5

(277)
Glassdoor

4.1/5

(46)

G2

4.7/5

(2456)
Capterra

4.5/5

(1118)
Glassdoor

3.4/5

(336)

Company health

Employee growth

14% increase in the last year

5% decrease in the last year

Web traffic

10% decrease in the last quarter

6% increase in the last quarter

Financing

June 2021 - $13M

July 2021 - $51M

How do Proposify's proposal design features compare to PandaDoc's document automation capabilities?

Proposify focuses on proposal design with customizable and design-friendly templates, aiming for visually appealing and professional proposals. PandaDoc emphasizes document automation, including features like contract lifecycle management and integrations for a streamlined workflow, rather than the specific design aspects. While both offer templates, Proposify leans more towards aesthetic presentation, while PandaDoc prioritizes efficient document creation and management.

Which product better integrates with existing CRM systems for sales teams?

PandaDoc is the better choice for CRM integration for sales teams. While Proposify mentions seamless CRM integrations, PandaDoc explicitly states integration with "popular CRM, payment, and collaboration tools," and users specifically praise its seamless integration with Salesforce and HubSpot. This targeted integration with widely-used CRMs makes PandaDoc more likely to fit into existing sales workflows.

What are the advantages of Proposify?

Proposify focuses specifically on proposals, quotes, and contracts, offering highly customizable templates and strong analytics for tracking deal progress. This specialization makes it advantageous for sales-focused teams wanting in-depth proposal management. Proposify also enjoys positive user feedback for its professional-looking proposals and ease of use.

What are the disadvantages of Proposify?

Proposify users have reported that the editor can be clunky, clients experience difficulties opening proposal links, tables lack flexibility, and formatting can be problematic.

Is Proposify cheaper than PandaDoc?

Proposify and PandaDoc have similar starting prices at $19 per user per month. Therefore, Proposify is not cheaper than PandaDoc at the entry-level. However, a direct comparison is difficult without complete pricing information for all tiers for both products.

Alternatives to Proposify and PandaDoc

GetAccept

GetAccept is a sales software platform designed to help close deals faster by creating a centralized hub for sales teams and clients to interact. It offers tools to create and track proposals, manage contracts, and gather e-signatures. The platform integrates with popular CRM systems like Salesforce and HubSpot. GetAccept aims to improve sales efficiency and provide data-driven insights throughout the sales process.

Adobe Acrobat Sign

Adobe Acrobat Sign is a cloud-based e-signature service that allows you to create, send, sign, and manage legally binding documents. It integrates with popular platforms like Microsoft 365 and Salesforce, letting you work within your existing workflows. Acrobat Sign simplifies the signing process for everyone involved, eliminating the need for printing, scanning, and mailing paper documents.

Qwilr

Qwilr helps businesses present sales, proposals, and other documents as professional web pages instead of traditional PDFs. This allows for interactive content, including videos, pricing tables, and e-signatures. Qwilr integrates with popular CRM and marketing tools to streamline workflows. The platform aims to make sales documents more engaging, trackable, and easier to complete for faster closing. It provides templates and branding options to maintain consistency.

ClientPoint

ClientPoint is a cloud-based software that helps businesses create, manage, and track sales proposals and other important documents. It offers tools to streamline the sales process, from creating proposals to closing deals and onboarding clients. With features like document generation, e-signatures, and analytics, it aims to help you close deals faster and improve client relationships. ClientPoint integrates with popular CRM and marketing automation platforms. While suitable for various business sizes, its focus on sales and client management features might be particularly beneficial for mid-sized companies in the US.

Fresh Proposals

Fresh Proposals is a proposal management software designed to help sales teams create impressive proposals with interactive quotes and electronic signatures. This tool offers pre-designed templates, a drag-and-drop editor, and proposal analytics to streamline the sales process and close deals faster. Key features include interactive pricing options, automated emails, and integrations with other business applications. Fresh Proposals is suitable for small to medium businesses across various industries. It aims to save time, improve the proposal process, and increase sales conversion rates.

Conga Composer

Conga Composer is a document automation software that helps businesses create and manage digital documents. It allows you to use pre-designed templates or customize your own to generate accurate quotes, proposals, contracts, and invoices. By pulling data directly from your systems, like Salesforce, Conga Composer eliminates manual data entry and reduces errors, saving you time and improving efficiency. It also offers document tracking and analytics to provide insights into your document workflows and help you close deals faster.

Page co-authored by

Michal Kaczor

CEO at Gralio

Michal has worked at startups for many years and writes about topics relating to software selection and IT management. As a former consultant for Bain, a business advisory company, he also knows how to understand needs of any business and find solutions to its problems.

Tymon Terlikiewicz

CTO at Gralio

Tymon is a seasoned CTO who loves finding the perfect tools for any task. He recently headed up the tech department at Batmaid, a well-known Swiss company, where he managed about 60 software purchases, including CX, HR, Payroll, Marketing automation and various developer tools.

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