PandaDoc headquartered in San Francisco offers their eponymous electronic signature platform for sales teams, containing sales proposal automation and CPQ (configure, price, quote) features, and integration with CRMs.
$35
per month per seat
Proposify
Score7.9 out of 10
N/A
Proposify is an online proposal software designed to give users control and visibility into the most important stage of a sales process: the close. From deal design to sign-off, the vendor states users get the confidence and flexibility to dominate deals, and further states users will: Create impressive sales documents that stay consistent and error-free. Receive the insights to scale a process, make timely engagements, and accurately…
$0
per month
Pricing
PandaDoc
Proposify
Editions & Modules
Starter
$35
per month per seat
Business
$65
per month per seat
Enterprise
Contact Sales
No answers on this topic
Offerings
Pricing Offerings
PandaDoc
Proposify
Free Trial
Yes
Yes
Free/Freemium Version
No
Yes
Premium Consulting/Integration Services
Yes
Yes
Entry-level Setup Fee
Optional
Optional
Additional Details
PandaDoc offers a free eSign plan and 3 paid packages for eSigning and document automation. All plans include unlimited documents and eSignatures. Evaluations start with a free 14-day trial. Up to a 46% discount for annual pricing.
Get a free trial version of our Team Plan for 14 days. You're welcome to switch to our Free plan if you need more time with the product. No credit card required. No contracts. Pick the plan that meets your needs when you're ready.
More Pricing Information
Community Pulse
PandaDoc
Proposify
Considered Both Products
PandaDoc
Verified User
Chose PandaDoc
We briefly used Proposify, and it had some nice options for creating more ascetically pleasing proposals and contracts. However, it was far more time-consuming, and any gain in asceticism did not outweigh the significant loss in efficiency, simplicity, and reliability of using …
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
COO (Chief Operations Officer) at Mileshko (Media Production, 11-50 employees)
Chose PandaDoc
Based on our team's experience with Proposify, PandaDoc is very comparable and even has similar design elements. However, PandaDoc seems to be a bit more clean and user-friendly in their UX, which does come with its limitations in design. There are pros and cons to both, so I'd …
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. TR verified that a representative sample of customers was invited. More Info
Verified User
Chose PandaDoc
We explored a few different methods before deciding on PandaDocs: we thought about creating all of our proposals in one of the Adobe programs like inDesign and then just exporting them as PDFs. But 1.) that would be too much work and 2.) I think the option to add e-signatures …
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
Verified User
Chose PandaDoc
All very similar offerings. PandaDoc is one of the few that provided an approval workflow that we required.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
Consultant in Professional Services at Tangible Results Now! (Professional Training & Coaching, 1-10 employees)
Chose PandaDoc
PandaDoc stacks up above and beyond. It's replaced having to create a document in Word, save it to PDF, and then upload it for signature in an e-sign tool. I can create my documents in the editor. Present proposals in presentation mode instead of powerpoint and send directly …
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
CEO (Chief Executive Officer) in Sales at Connect 211 (Computer Software, 1-10 employees)
Chose PandaDoc
We also evaluated a product called "Better Proposals" that's not in the TrustRadius list.
Pandadoc won our business by virtue of having generally more flexible design and layout abilities. There are a lot of new contenders in the space of proposal/contract creation and …
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
Client Relations Manager in Sales at SAIT (Education Management, 1-10 employees)
Chose PandaDoc
The integration and service level for us is better with PandaDoc. We are able to adjust, embedded and showcase images, from the content library with ease and the tables allow us to tell our story without having to write too many paragraphs.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. TR verified that a representative sample of customers was invited. More Info
Head of Sales in Sales at TMA World (Internet, 11-50 employees)
Chose PandaDoc
PandaDoc was 100% easier to use and looked way more professional. There wasn't much of a competition to be honest and I don't even have to bother looking anywhere else as [I'm] super pleased with what PandaDoc offers me.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
Managing Director at Info Salons (Events Services, 11-50 employees)
Chose PandaDoc
To be honest the competition is quite tight but where PandaDoc has excelled was in the integrations with sales CRM/pipeline software and how easy it is to convert a sales lead into a contract, and automatically feeding this information back into your sales pipeline to retain …
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. TR verified that a representative sample of customers was invited. More Info
Verified User
Chose PandaDoc
We ended up choosing PandaDoc because of the integration with our own CRM that really expedites quick closures with little to no effort with just a couple of clicks, we create the opportunity, assign the document through PandaDoc and with just a few clicks more, we're good go …
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. TR verified that a representative sample of customers was invited. More Info
Verified User
Chose PandaDoc
I am not the decision maker, as previously indicated in your survey.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. TR verified that a representative sample of customers was invited. More Info
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. TR verified that a representative sample of customers was invited. More Info
Owner at Open Doors Morocco (Hospitality, 1-10 employees)
Chose PandaDoc
PandaDoc was the only software that I tried that rang the most bells. From their 24 hour support to their full-size photos and content library, they stood above the crowd. Other products such as DocuSign were not intuitive or user friendly. PandaDoc is user friendly and …
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
President in Corporate at Strider Inc. (Marketing and Advertising, 1-10 employees)
Chose PandaDoc
Quote Roller was fine, as were the platforms we used before it, but they were half the price (or less) of PandaDoc and included full export capabilities. The one area where PandaDoc stood out was that they built a "pick one of many options" feature for the pricing table …
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
Managing Partner in Sales at Revenue River (Marketing and Advertising, 11-50 employees)
Chose PandaDoc
Much greater design capabilities, more integration possibilities, and more complete solution for sales teams. PandaDoc is sales enablement software, not just digital document signing.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
VP of Marketing in Marketing at Compass IT Compliance, LLC (Computer & Network Security, 11-50 employees)
Chose PandaDoc
Ultimately the decision to choose PandaDoc came down to the integration that it has with HubSpot, our CRM of choice. Since HubSpot invested in PandaDoc's Series B round of funding, the integration between both companies has and continues to grow.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
Proposify
Verified User
Chose Proposify
Proposify stacks up well against its competitors. We tested all of these platforms. We found Proposify to be amongst the leaders in the look and feel of the software as well as the quality of the documents.
Where Proposify lacked in comparison to Conga and PandaDoc was in …
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
President in Marketing at amaraREPS (Marketing and Advertising, 1-10 employees)
Chose Proposify
Qwilr was interesting, but wasn't my favorite. It was cool in the fact that the proposals looked beautiful and interactive. But it was a bit much for my clients to figure out how to use. Kind of overwhelming for them. I really didn't like PandaDoc's functionality and UX when I …
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
PandaDoc and Proposify are both tools competing in the proposal software space. PandaDoc’s key feature is eSignature. However, it also supports contract and proposal management. PandaDoc also has a related tool Quote Roller, focused on sales proposal automation.
Proposify, as its name suggests, is primarily focused on proposal management and secondarily functions as a sales content management solution.
Proposify reviewers are primarily working at small businesses and in the marketing and advertising spaces. PandaDoc reviewers are also primarily small businesses but have their largest representation industry-wise from Computer Software companies.
Features
With its focus being on proposals, Proposal’s key feature sets are broken out by use cases: sales, marketing, and operations. Proposify is designed to help these teams create, send, track, and signature proposals, contracts, and agreements with an emphasis on “winning” and “closing”. Another selling point for Proposify is its great number of pre-built integrations with popular apps like Salesforce and Hubspot which can help proposal managers streamline client information between tools.
PandaDoc speaks to its utility as a sales support tool. The value proposition from PandaDoc is that using its features can help sales teams “crush their quota from propose to close”. PandaDoc seeks to accomplish this goal by providing insights into document workflows, changes, and analytics to streamline, automate, and improve upon online document management and eSignature user experiences.
Limitations
While Proposify may be best suited as a proposals-only and sales-focused support tool, it is not the best at functioning as a one-stop-shop for all things online document management. For example, Proposify may not be best for businesses that need a free or more “budget”-friendly option (as there isn’t a free plan). It may not also be the best tool for businesses that are looking for a high level of customization with their online documents.
PandaDoc’s biggest drawback appears to be its ease-of-use. Many reviewers report that there is a learning curve with PandaDoc and that memorizing its intricacies, especially as they change between upgrades, can make use across large teams and departments difficult. PandaDoc continues to be popular, however, given it has a version available completely free and with a high-rated payment portal.
Pricing
Unlike PandaDoc, Proposify does not have a free plan. For many, this makes PandaDoc the instant choice in terms of affordability. However, Proposify’s paid plans are a strong competitor to PandaDoc’s paid plans, specifically, if you want to focus on proposals versus other times of online documents (client input forms, etc.)
Proposify’s cheapest paid plan starts at $19/month with a maximum of 3 users per account. Its next paid plan, the Grande, is designed for sales teams and features unlimited proposals. There is also a custom-priced Enterprise plan designed for sales teams with more than 10 members.
PandaDoc’s cheapest paid plan starts at $9 per month per user, designed for use by individuals within a department or organization. Its Business plan is $49 per month per user and introduces an unlimited number of created documents, CRM integrations, a content library, custom branding, and workflow tracking.
Features
PandaDoc
Proposify
Proposal Creation & Organization
Comparison of Proposal Creation & Organization features of PandaDoc and Proposify
Feature
PandaDoc
-
Ratings
Proposify
7.6
23 Ratings
3% below category average
Proposal branding
00 Ratings
9.223 Ratings
Proposal templates
00 Ratings
9.223 Ratings
Proposal content library updates
00 Ratings
8.419 Ratings
Guided proposal creation
00 Ratings
3.82 Ratings
Searchable proposal database
00 Ratings
7.323 Ratings
Proposal Collaboration & Workflow
Comparison of Proposal Collaboration & Workflow features of PandaDoc and Proposify
Feature
PandaDoc
-
Ratings
Proposify
5.6
22 Ratings
34% below category average
Proposal collaboration & approval
00 Ratings
7.321 Ratings
User permissions/proposal editing controls
00 Ratings
4.719 Ratings
Sales proposal workflow
00 Ratings
6.619 Ratings
Proposal automation user interface
00 Ratings
3.82 Ratings
Proposal Delivery
Comparison of Proposal Delivery features of PandaDoc and Proposify
Best suited for after demonstrations when requested by the prospect when they are looking for pricing with T&C. The data room is also great that acts like a drop box for opportunities and their contacts. Helps share pertinent information with others in the organization.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
It is costly to properly set up Proposify and retain its use ongoing. If you have a plan to implement your proposals you can get some good cost-saving use from it. I cannot stress enough to have your assets, graphics, and snippets ready before you start. I also recommend that you fully understand templates and asset library or you will quickly be overwriting templates and themes with client-specific verbiage.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
TEMPLATES: The ability to work from customizable yet standardized templates allow for a consistent end-user experience for our clients, and elevates the perceived professionalism of our sales team.
ANALYTICS: Unlike merely sending estimates or proposals via email, the tracking analytics available within Proposify's dashboard not only enables our project managers to more strategically engage with clients, but also gives our upper management an objective way to track the effectiveness of our sales team.
EASE-OF-USE: Overall, Proposify's platform is easy to use and the UX is intuitive enough that the learning curve to use it is minimal.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
Sometimes the fillable fields don't automatically map properly and you have to manually adjust.
Plan tiers and pricing recently changed, so now we get less value and less features (limited templates, no more pricing tables or invoicing/connected payment) for the same price, which is pricy for a small business.
Easier, integrated invoicing as an included feature (so we don't have to use a different software for invoicing/payment collection) would be ideal. You have to upgrade to the Business Plan for this.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
The reason I gave it a rating of 7 is because it's probable, but not for sure. This is because there are a few little things we don't love about pandadoc. Mostly that there is not conditional logic such as: they must either fill this field out OR this one. Also it's a little pricey. But we'll probably stay because it's good enough and a pain to switch to something new
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. TR verified that a representative sample of customers was invited. More Info
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
Once you get the hang of it, it's very easy to use. There can be a slightly steep learning curve to get fully in on the system. The new editor v2 has really improved usability and allows us to collaborate on documents simultaneously. Once the templates and library items are set up, a new document, whether it be a sales or HR document, takes very little time to complete.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. TR verified that a representative sample of customers was invited. More Info
Overall it's great. There's definitely a learning curve, and I wish that some things were easier to use. For example, changing images isn't the easiest thing to do in it, but I'd love to be able to quickly add and change header images in my proposals. So far I've figured it out, but each time I do it I forget how it's done since it's not intuitive.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
The documents load quickly for the most part but sometimes if there are larger documents with a high number of variables it could take a bit longer to get the document to show up. Most of the time the document comes on the screen relatively quickly allowing for quick access to documents to be edited and sent out.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
Recently I could not upload a pdf to a contract - support was very responsive and easy to work with. They got back to me the next day with an apparent fix - however when I opened the document nothing had changed. I then could not respond to the rep who was helping me because it was a "no-reply address", the problem still has not been solved and we had to make alternate arrangements to get this to the client. Never had it happen before and was only with this one contract.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
I've actually never used Proposify support, so I'm unable to speak about it. I suppose that's a good thing. If I did need to use it, I would hope that they'd be responsive and intelligent, but, again, since everything has worked smoothly I don't really know how the support functions or how good it is.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
We used Dropbox back when it was still HelloSign. At the time, new templates were very hard to create. We had to upload a PDF and then add the fields from there. With PandaDoc, we are able to drag and drop the text, images, logos, and fields we need easily. This has saved our team an immense amount of time.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
It was highly recommended by an associate and we have been on the receiving end of Proposify proposals and impressed by it. I don't recall if we looked at others but if we did they paled in comparison. There was no question as to using Proposify. It met all the needs, was easy to use, looks great and was exactly what we wanted and needed.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. TR verified that a representative sample of customers was invited. More Info
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
The detailed proposal has saved me time explaining a game plan to potential clients.
They have customizable tables where the client can choose how many of a certain item they desire. For instance, if they want to buy graphics from you, they can choose how many. This allows for increasing profits by putting the choice in the customer's hand.
When you send a contract you are alerted when a customer views the proposal. This has saved me time and money trying to go back and forth with my customers.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
