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PandaDoc vs Proposify Comparison (2026)
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Good recommendations?
Overview
Accelerate deals by simplifying the process to generate, negotiate, and eSign professional proposals.
Proposify helps sales teams upgrade their proposal workflows. With Proposify, teams create, send, track, and e-sign winning proposals, contracts, quotes and other sales documents. Boost close rates, increase average deal size, and save hours of manual labor with Proposify proposal software.
- Platforms supported
- Web-based
- iPhone app
- Android app
- Windows Phone app
- Typical customers
- Freelancers
- Small businesses
- Mid size businesses
- Large enterprises
- Customer support
- Phone
- Online
- Knowledge base
- Video tutorials
- Platforms supported
- Web-based
- iPhone app
- Android app
- Windows Phone app
- Typical customers
- Freelancers
- Small businesses
- Mid size businesses
- Large enterprises
- Customer support
- Phone
- Online
- Knowledge base
- Video tutorials
Video & Screenshots
Pricing
User reviews
4.5
1.2K
5
4
3
2
1
799
349
77
17
18
- Value for money
- Ease of use
- Features
- Customer support
78%
would recommend this app4.4
299
5
4
3
2
1
189
74
21
5
10
- Value for money
- Ease of use
- Features
- Customer support
78%
would recommend this appPros
“I also appreciate the customizable templates, electronic signature feature, and real-time notifications that show when clients view or sign documents.”
RR
Rebecca R.
Production manager
“The signing process is simple and convenient for both us and our clients, and having contracts and documents organized in one place makes it much easier to manage everything from start to finish while supporting customers.”
HB
Hannah B.
Entrepreneur
“PandaDoc has an user friendly interface that make it easy to create ,edit and sign both contracts and documents .Offer customizable templates that allow us to tailor document creation process to match on a specific need .Safe cloud storage and automatic reminders.”
EB
Erick B.
Director of Design and Research
Pros
“For example, this reduces errors, shortens turnaround time, and improves close rates.”
Elon E.
Project Finance
“In more customized sales environments, setup discipline is important.”
Elon E.
Project Finance
“saves time with reusable templates, Transparent client interaction tracking, Strong branding customization”
MF
Mohamed F.
eng
Cons
“PandaDocs removed a key feature that is essential in our business without any warning, which now creates additional time and effort to reenter all the same information that PandaDocs ALREADY has in it's system. ”
GT
GRANT T.
President
“Additionally, some useful features are only available in higher-priced plans, which may not be ideal for smaller businesses or teams.”
RR
Rebecca R.
Production manager
“Sometimes pandaDoc can be hard to synchronize documents or it has trouble loading them.”
PW
Pat W.
Sales administrator
Cons
“Editing is a little clunky, its getting better, but still not as seamless as MS word or other word editing software.”
KF
Kelly F.
Executive Administrator
“You can only cancel through them and they are SLOW to respond or cancel the account. ”
RG
Ryan G.
Owner
“tracking issues with a proposal being viewed or downloaded”
JV
Julie V.
General Manager
- Vendor responds to reviews
- Last reviewa month ago
- Vendor responds to reviews
- Last review6 months ago
Key features
- Total features141
- AI Redlining
- API
- Access Controls/Permissions
- Accounting Integration
- Activity Dashboard
- Activity Tracking
- Alerts/Notifications
- Approval Process Control
- Approval Workflow
- Archiving & Retention
- Audit Management
- Audit Trail
- Authentication
- Automated Quoting
- Automatic Formatting
- Billing & Invoicing
- Billing Portal
- Bulk Uploading
- Business Process Automation
- CRM
- CRM Integration
- Catalog Management
- Chat/Messaging
- Collaboration Tools
- Completion Tracking
- Compliance Management
- Compliance Tracking
- Configurable Workflow
- Contact Database
- Contact Management
- Content Library
- Content Management
- Contract Drafting
- Contract/License Management
- Customer Database
- Customizable Branding
- Customizable Dashboard
- Customizable Fields
- Customizable Forms
- Customizable Invoices
- Customizable Reports
- Customizable Templates
- Data Extraction
- Data Import/Export
- Data Security
- Digital Signature
- Discount Management
- Document Automation
- Document Capture
- Document Classification
- Document Generation
- Document Management
- Document Review
- Document Storage
- Document Templates
- Drag & Drop
- Electronic Payments
- Electronic Signature
- Email Management
- Email Marketing
- Employee Database
- Employee Management
- Engagement Tracking
- Field Sales Management
- File Conversion
- File Management
- File Sharing
- For AEC Industry
- For Sales Teams/Organizations
- Forecasting
- Forms Creation & Design
- Forms Management
- Full Text Search
- Guided Selling
- HIPAA Compliant
- HR Management
- Invoice Creation
- Invoice History
- Invoice Processing
- Knowledge Base Management
- Live Chat
- Mobile Access
- Mobile App
- Mobile Payments
- Mobile Signature Capture
- Monitoring
- Multi-Currency
- Multi-Party Signing
- Onboarding
- Online Invoicing
- Opportunity Management
- Payment Processing
- Performance Management
- Performance Metrics
- Pipeline Management
- Pre-built Templates
- Price and Cost Calculations
- Price/Margin Management
- Pricing Management
- Pricing and Cost Calculations
- Product Catalog
- Product Configurator
- Progress Tracking
- Project Management
- Project Workflow
- Projections
- Proposal Generation
- Proposal Management
- Quotes/Estimates
- RFP Creation
- RFP Management
- Real-Time Data
- Real-Time Notifications
- Real-Time Reporting
- Recurring/Subscription Billing
- Referral Tracking
- Reminders
- Renewal Management
- Reporting & Statistics
- Reporting/Analytics
- Role-Based Permissions
- SSL Security
- Sales Activity Management
- Sales Automation
- Sales Trend Analysis
- Search/Filter
- Secure Data Storage
- Secure File Viewer
- Sell Side (Customers)
- Single Sign On
- Specialty Contracts
- Status Tracking
- Tagging
- Task Management
- Tax Calculation
- Team Collaboration
- Template Management
- Templates
- Third-Party Integrations
- Training Management
- User Management
- Version Control
- Web Forms
- Workflow Automation
- Workflow Configuration
- Workflow Management
- Total features69
- AI Redlining
- API
- Access Controls/Permissions
- Accounting Integration
- Activity Dashboard
- Activity Tracking
- Alerts/Notifications
- Approval Process Control
- Approval Workflow
- Archiving & Retention
- Audit Management
- Audit Trail
- Authentication
- Automated Quoting
- Automatic Formatting
- Billing & Invoicing
- Billing Portal
- Bulk Uploading
- Business Process Automation
- CRM
- CRM Integration
- Catalog Management
- Chat/Messaging
- Collaboration Tools
- Completion Tracking
- Compliance Management
- Compliance Tracking
- Configurable Workflow
- Contact Database
- Contact Management
- Content Library
- Content Management
- Contract Drafting
- Contract/License Management
- Customer Database
- Customizable Branding
- Customizable Dashboard
- Customizable Fields
- Customizable Forms
- Customizable Invoices
- Customizable Reports
- Customizable Templates
- Data Extraction
- Data Import/Export
- Data Security
- Digital Signature
- Discount Management
- Document Automation
- Document Capture
- Document Classification
- Document Generation
- Document Management
- Document Review
- Document Storage
- Document Templates
- Drag & Drop
- Electronic Payments
- Electronic Signature
- Email Management
- Email Marketing
- Employee Database
- Employee Management
- Engagement Tracking
- Field Sales Management
- File Conversion
- File Management
- File Sharing
- For AEC Industry
- For Sales Teams/Organizations
- Forecasting
- Forms Creation & Design
- Forms Management
- Full Text Search
- Guided Selling
- HIPAA Compliant
- HR Management
- Invoice Creation
- Invoice History
- Invoice Processing
- Knowledge Base Management
- Live Chat
- Mobile Access
- Mobile App
- Mobile Payments
- Mobile Signature Capture
- Monitoring
- Multi-Currency
- Multi-Party Signing
- Onboarding
- Online Invoicing
- Opportunity Management
- Payment Processing
- Performance Management
- Performance Metrics
- Pipeline Management
- Pre-built Templates
- Price and Cost Calculations
- Price/Margin Management
- Pricing Management
- Pricing and Cost Calculations
- Product Catalog
- Product Configurator
- Progress Tracking
- Project Management
- Project Workflow
- Projections
- Proposal Generation
- Proposal Management
- Quotes/Estimates
- RFP Creation
- RFP Management
- Real-Time Data
- Real-Time Notifications
- Real-Time Reporting
- Recurring/Subscription Billing
- Referral Tracking
- Reminders
- Renewal Management
- Reporting & Statistics
- Reporting/Analytics
- Role-Based Permissions
- SSL Security
- Sales Activity Management
- Sales Automation
- Sales Trend Analysis
- Search/Filter
- Secure Data Storage
- Secure File Viewer
- Sell Side (Customers)
- Single Sign On
- Specialty Contracts
- Status Tracking
- Tagging
- Task Management
- Tax Calculation
- Team Collaboration
- Template Management
- Templates
- Third-Party Integrations
- Training Management
- User Management
- Version Control
- Web Forms
- Workflow Automation
- Workflow Configuration
- Workflow Management
Integrations
- Total integrations45
- Actionstep
- ActiveCampaign
- Acuity Scheduling
- Adobe Acrobat
- Agentforce
- Agile CRM
- Airtable
- Applied Epic
- Asana
- Aspire
- Attio
- BambooHR
- Basecamp
- Chargebee
- Claris FileMaker
- Claude
- Claude Code
- Close
- Copper
- Delphi AI
- Dropbox
- Dynamics 365 Sales
- FreshBooks
- Freshsales
- Gong
- Google Ads
- Google Translate
- Gravity Forms
- Greenhouse
- Harvest
- HighLevel
- Highrise
- HubSpot Agent Hub
- HubSpot CRM
- HubSpot Marketing Hub
- HubSpot Sales Hub
- Intelerad
- JazzHR
- Jira
- JobDiva
- Keap
- LeadSimple
- MK
- Microsoft Outlook
- Microsoft Project Server Subscription Edition
- Microsoft Teams
- Microsoft Word
- NetSuite
- Netskope One Platform
- Nimble
- Nutshell
- Olark
- Pipedrive
- Podio
- QuickBooks Online
- QuickBooks Online Advanced
- Sage CRM
- Salesflare
- Salesforce Platform
- Slack
- Spiro
- Square Point of Sale
- Streak
- Stripe Payments
- Trello
- Typeform
- Vidyard
- Windows 11
- Woodstock Optimization Studio
- Wufoo
- Xero
- Zapier
- Zoho Books
- Zoho CRM
- Zoom Workplace
- authorize.net
- monday AI Work Platform
- monday CRM
- noCRM
- Total integrations40
- Actionstep
- ActiveCampaign
- Acuity Scheduling
- Adobe Acrobat
- Agentforce
- Agile CRM
- Airtable
- Applied Epic
- Asana
- Aspire
- Attio
- BambooHR
- Basecamp
- Chargebee
- Claris FileMaker
- Claude
- Claude Code
- Close
- Copper
- Delphi AI
- Dropbox
- Dynamics 365 Sales
- FreshBooks
- Freshsales
- Gong
- Google Ads
- Google Translate
- Gravity Forms
- Greenhouse
- Harvest
- HighLevel
- Highrise
- HubSpot Agent Hub
- HubSpot CRM
- HubSpot Marketing Hub
- HubSpot Sales Hub
- Intelerad
- JazzHR
- Jira
- JobDiva
- Keap
- LeadSimple
- MK
- Microsoft Outlook
- Microsoft Project Server Subscription Edition
- Microsoft Teams
- Microsoft Word
- NetSuite
- Netskope One Platform
- Nimble
- Nutshell
- Olark
- Pipedrive
- Podio
- QuickBooks Online
- QuickBooks Online Advanced
- Sage CRM
- Salesflare
- Salesforce Platform
- Slack
- Spiro
- Square Point of Sale
- Streak
- Stripe Payments
- Trello
- Typeform
- Vidyard
- Windows 11
- Woodstock Optimization Studio
- Wufoo
- Xero
- Zapier
- Zoho Books
- Zoho CRM
- Zoom Workplace
- authorize.net
- monday AI Work Platform
- monday CRM
- noCRM
