Pandadoc VS Proposify

Both PandaDoc and Proposify offer three different options depending on your team’s needs.

Proposify’s Basic package starts at $19/month and includes up to two users and five document sends per month. 

The Team plan is $41/month and includes unlimited sending, platform integrations, custom domains, and more.

Proposify also offers a Business option for $65/month for companies with 10+ users. This plan includes Salesforce integration, API access, Single Sing-On, and other team features.

PandaDoc offers a Starter, Business, and Enterprise plan and all three options include unlimited document uploads and eSignatures and 24/7 email and chat support so you can always get help when you need it.

Here are additional details about each plan:

Starter (19/month)

• Rich media drag-and-drop document editor

• Real-time document tracking and notifications

Business ($49/month)

• Custom quotes and sales agreements

• CRM integrations 

• Custom branding and content library

• Deal rooms

• Approval workflows

• Bulk sending 

Enterprise (contact a sales rep for pricing details)

• CPQ (Configure, Price, Quote)

• Workflow automation

• Smart content 

• Single sign-on

• Team workspaces

• Notary

• API

The biggest difference is that with PandaDoc, you’re getting more than just proposal software. 

PandaDoc is an end-to-end document management platform that lets your team collaborate and streamline multiple processes without switching between tools. 

PandaDoc and Proposify both offer proposal management software, but the two platforms differ in their functionality and use cases.

Proposify

• Template editor: Create on-brand proposals

• Content library: Organize content in a central location

• Permissions: Control user access to protect sensitive information

• Reports and analytics: Understand how reps and proposals are performing

• Document automation: Use automation tools to create document workflows

• Quoting software: Create digital quotes tailored to client’s needs

• Contract management: Create, edit, and store professional contracts. 

• eSignature: Collect digital signatures.

• Integrations: 14 native integrations with CRM, chat, and payment tools like Salesforce, Stripe, HubSpot, and Basecamp. Can also integrate with other tools via Zapier

PandaDoc

• Template editor: 1,000+ templates to easily create, customize, and reuse branded proposals, contracts, and agreements.

• Content library: Store and organize pre-approved content, including text blocks, images, and pricing tables, for quick document creation.

• Permissions & user roles: Advanced control over who can access, edit, or approve documents, ensuring security and compliance.

• Reports and analytics: Track recipient behavior, including document views, time spent, and signature completion rates.

• Document automation: Automate workflows with approval processes, pre-filled templates, and dynamic fields to create and approve documents faster.

• CPQ: Generate fast, accurate quotes for complex products with flexible pricing tables, optional line items, and real-time price calculations.

• Contract management: Create, negotiate, and manage contracts with version tracking, redlining, and automated approvals.

• eSignature: Secure and legally binding digital signatures with automatic tracking and notifications.

• Advanced integrations: 30+ native integrations, including Salesforce, HubSpot, Stripe, QuickBooks, Pipedrive, and Zapier.

• Payment collection: Accept payments directly from proposals via Stripe, PayPal, and Square.

• Collaboration tools: Real-time editing, comments, and approval workflows for seamless internal and external communication.

• Mobile-friendly: Easily create, send, and sign documents from any device.

• APIs and custom integrations: Open API access allows businesses to build custom integrations and automate document workflows at scale.

Use Proposify if:

• If you don’t need prebuilt templates or dynamic content capabilities. 

• You prefer a platform without extensive automation features.

• You don’t need built-in payment processing or advanced contract management tools.

Use PandaDoc if:

• You need a full-featured document workflow platform that goes beyond proposals (contracts, agreements, invoices, and more).

• You want built-in payment processing to collect payments directly within documents.

• You prefer more integrations (30+ native integrations, including QuickBooks and Stripe).

• You require detailed analytics to track document interactions down to the section level.

• You need custom API access to build tailored integrations.

In addition to its robust features like document creation and editing, CPQ, and eSignature functionality, PandaDoc offers over 30 native integrations with commonly used business tools.

Teams can integrate PandaDoc with CRM platforms including HubSpot, Salesforce, and Pipedrive, payment tools like PayPal and Stripe, communication platforms such as Slack and Microsoft Teams, and productivity tools like Microsoft Word, Monday, Google Workspace, and more.

PandaDoc offers developer-friendly API tools to integrate eSignature and document generation capabilities directly on your platform. This allows you to create custom solutions to reduce manual work, minimize errors, and optimize business processes without switching between multiple tools.

PandaDoc offers 24/7 customer support across all pricing plans, ensuring assistance is available whenever needed. Proposify provides email and chat support options for Team Plan customers, with additional support options available for Business Plan customers.