Proposify and PandaDoc offer robust document editors, but PandaDoc features a drag-and-drop editor and 1,000+ templates to quickly create professional-looking documents. While the Proposify editor is powerful, it lacks the ability to integrate at a deep level with most CRMs and other document platforms. PandaDoc offers 30+ integrations with CRMs, productivity tools, and more.
Like Proposify, PandaDoc allows you to collect legally binding e-signatures. Add interactive digital signature requests to any proposal or contract, allowing you to close deals quickly. PandaDoc takes things a step further by providing certificates for every electronic signature. Each certificate of completion provides an easy way to verify the authenticity of the signer on any document.
Both PandaDoc and Proposify offer dynamic table options for digital proposals. With Proposify, tables are a standalone feature that must be uniquely configured, and they’re limited and difficult to use. PandaDoc offers a product catalog that connects to your pricing table, so you can import products and sync relevant descriptions and cost estimations into your proposal.
PandaDoc has leveled up the way our teams collaborate. The silos that used to cause challenges between teams have greatly improved by having a solution that is consistent, reduces errors and saves countless back and forth to send documents to customers. PandaDoc is more than just a tool, it’s a catalyst for growth and collaboration.
(No hidden fees)
Document creation
User-friendly interface with integrated drag-and-drop document creation/editing tools, and custom branding.
Smart content
Smart or dynamic content changes based on inputs, helping you save time with scalable, rules-based content blocks. *Enterprise plan feature, custom pricing available.
Customizable fields and forms
Easily build embeddable forms for essential customer data with drag-and-drop tools.
Email white labeling
Send documents from a domain of your choice so recipients know it’s from a trusted sender.
Collaboration tools
Real-time collaboration with comments, approvals, and document version tracking. Organize content across projects and teams with team workspaces.
Audit trails
Automated audit trails help you manage and monitor document status and get a detailed record of all user activity.
Document management
Manage documents like proposals, quotes, and contracts in a centralized document repository. Find documents fast with advanced filters and search tools.
Unlimited eSignatures
Collect electronic signatures and sign documents from anywhere.Each completed document comes with a certificate of authenticity, plus recipient verification via passcode and SMS to boost protection. Create a signing order to automate the process.
CRM integrations
Native, two-way sync with major CRMs like Salesforce, HubSpot, and Pipedrive.
Integrations
Embedded integrations with commonly used tool, including Greenhouse, monday.com, QuickBooks Payments, Microsoft OneDrive, Slack, Canva, Microsoft Word, Google Sheets, and more.
Contract management
Create, store, and track agreements in a secure contract repository. Leave feedback and make detailed edits for faster approval with contract redlining. Use contract automation to create error-free contracts faster.
Payment collection
Built-in payment integrations (Stripe, PayPal, Square) for collecting payments directly from documents. Collect ACH payments directly from contracts and quotes.
API and developer tools
Extensive, highly customizable open API with detailed documentation and sandbox environments.*Enterprise plan feature, custom pricing available.
Workflow automation
Advanced automation for approvals, notifications, and reminders with integrations (Slack, Zapier, etc.).
Security and compliance
SOC 2 Type II, GDPR, HIPAA compliance, secure storage, and legally binding eSignatures.
CPQ
Generate error-free quotes tailored to every buyer with two-way sync with HubSpot and Salesforce. Add line items and cost breakdowns with pricing tables and add product SKUs and billable services from your product catalog. *Enterprise plan feature, custom pricing available.
Customer support
24/7 email and chat support, training guides, and a Learning Academy.
Generate branded proposals from your CRM data, track progress, and get deals signed faster from your existing tools.
Auto-fill from CRM data
Track status in real-time
Build templates once, reuse forever
Control who reviews and signs
One of the greatest shortfalls with Proposify is the lack of importing options. With Proposify, you’ll need to recreate existing documents from scratch to use them inside the platform. Even if you use their onboarding services, it will take weeks to get up and running. (Their words, not ours.)
PandaDoc offers a variety of importing options, including Google Doc, .docx, Word Online, PDF, and more. You can also store your documents inside PandaDoc or via connected platforms like Google Workspace or Dropbox.
The Proposify editor offers great functionality, but it’s tricky to set up. They offer design services so you can pay to have templates created for you. We applaud that approach — but should you need to pay a designer to set up a beautiful document?
With PandaDoc, you’ll have access to thousands of pre-made templates that are easy to customize with ourintuitive tools. Whether you start from scratch or modify an existing design, building better documents has never been easier.
It’s easy for teams to work together with PandaDoc, thanks to our built-in commenting feature and collaborative workspace tools. Say goodbye to endless email threads, and hello to easy access to the latest documents via our audit trail. PandaDoc handles most document management tasks for you, giving you a centralized space to communicate with your recipients in every document.
While Proposify offers some native integrations, many of their connections work via a third-party tool like Zapier. PandaDoc offers 39 native integrations and connects to top CRM platforms like HubSpot, Salesforce, and Zoho. We also offer more ways to collect payments. Like Proposify, PandaDoc offers an integration with Stripe. but we also connect to Paypal, and Square.
No matter the software, sometimes you just need help. Proposify offers email and chat support options for Team Plan customers, while Business Plan customers get a few additional options. nly PandaDoc offers 24/7 customer support for all pricing plans. Get the support you need when you need it — every time.
PandaDoc’s HubSpot integration is second to none in comparison to competitors. It allows us to get a lot of information from the CRM directly into PandaDoc.
92%
reduction in proposal creation time
20%
reduction in customer acquisition costs
PandaDoc has a personal touch — they listen, adapt, and support us like true partners. This has made all the difference. I know I can reach out to them anytime. They take their time to walk us through everything, and I can trust that they’ll help us resolve any issues quickly.
25%
more documents sent per month
46x
faster to get a signature compared to Docusign
PandaDoc has enhanced the purchasing experience for our buyers and sales team. We’ve halved proposal creation time while demonstrating value in every single proposal. It’s helped us close more deals, save time and maintain our brand’s integrity.
50%
reduction in proposal creation time
84%
of proposals viewed by prospects
Get personalized 1:1 demo with our product specialist.
Tailored to your needs
Answers all your questions
No commitment to buy
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.
