What users are saying about
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Top Rated
100 Ratings
27 Ratings

PandaDoc

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Top Rated
100 Ratings
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Score 8.7 out of 100
27 Ratings
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Score 8.5 out of 100

Likelihood to Recommend

PandaDoc

PandaDoc is very well suited for sales teams who need to send out professional quotes quickly, and get them signed off quickly.When sales teams travel to events, being able to generate a quote and get sign-off whilst chatting to a prospective client makes all the difference to the deal, since no paper is involved.
Johan van Zyl | TrustRadius Reviewer

Proposify

If you are a freelancer or small online business that needs to send out proposals that require signature then Proposify might be right for you. It’s no fuss and fairly easy to use. If you don’t plan on sending detailed proposals out every month then it might not be worth it to pay a monthly fee.
Brie Goumaz | TrustRadius Reviewer

Feature Rating Comparison

Proposal Creation & Organization

PandaDoc
Proposify
8.0
Proposal branding
PandaDoc
Proposify
8.8
Proposal templates
PandaDoc
Proposify
7.8
Proposal content library updates
PandaDoc
Proposify
7.5
Searchable proposal database
PandaDoc
Proposify
8.0

Proposal Collaboration & Workflow

PandaDoc
Proposify
8.0
Proposal collaboration & approval
PandaDoc
Proposify
8.2
User permissions/proposal editing controls
PandaDoc
Proposify
7.9
Sales proposal workflow
PandaDoc
Proposify
7.9

Proposal Delivery

PandaDoc
Proposify
9.1
Proposal distribution
PandaDoc
Proposify
9.2
Interactive proposals
PandaDoc
Proposify
8.8
Proposal content tracking
PandaDoc
Proposify
9.4

Pros

PandaDoc

  • Great looking proposals. PandaDoc does an exceptional job converting existing templates into HTML format so the PD version looks and feels identical.
  • The automations and integrations are awesome. Having automated reminders sent to clients helps keep things moving without taking time away from the sales team and the numerous integrations available through Zapier make it easy to do everything from sync data to Salesforce or send notifications into Slack.
  • The support from PandaDoc is impressive. Same-day response, ongoing support, and a knowledgeable support team.
Garrett Genest | TrustRadius Reviewer

Proposify

  • So our favorite feature is the huge time savings. If anybody's ever done proposals on Word or Excel; it’s a head wreck. Proposify is great because there are beautiful templates there ready to go, it saves you a ton of time, and they are visually appealing. We get lots of feedback from our clients when we send them out proposals that our proposals look amazing.
  • There are great, sneaky metrics that we absolutely love. You get notifications on your phone via the app when somebody opens the proposal and when they've signed off on it. But you can also go into the app and see how much time people are actually spending looking at your proposal.
  • Because you send out the proposals and you can have automated reminder emails, there’s communication back and forth within the proposal that you can have-- the clients can actually write notes back and forth. It just makes the whole thing super smooth and it integrates with most of your CRMs out there.
Aislinn Kenyon | TrustRadius Reviewer

Cons

PandaDoc

  • I don't like finding documents in PandaDoc. It may be more a problem of user error, but we have gotten a ton of nested folders in our PandaDoc, which makes it hard to find documents. Also, the search bar doesn't work as well as I'd hope it would.
  • Formatting is still fairly clunky. Making/removing bulleted lists, changing font size/type, and adding fields take some getting used to. I also wish you could link "Fields" to text so they would move with the text, but you have to reposition the fields every time you change the text.
  • I really like the experience of using templates, but building new documents is clunky still. Some of the features around formatting and building new documents are pretty buried in the panels on the top and right. For example, adding any kind of image to a document is a pain.
  • I haven't played around with it enough, but I wish there were more integrations with an invoicing system. I know they just added "Payments", but we use Quickbooks for invoicing, and I haven't figured out how to set this up yet.
Andrew Pagels | TrustRadius Reviewer

Proposify

  • The text editor is slow, buggy, and the Achilles heel of the Proposify platform. It got worse with the launch of their new UI.
  • The new interface was launched way before it was ready for prime-time. As a result, there are still quite a few bugs Proposify has yet to fix. Once you upgrade to the new interface, you can't go back.
  • It's not uncommon to have sections of a proposal disappear entirely from the PDF version.
  • Depending on the browser, formatting can be far different that the creator intended.
Adam Lewis | TrustRadius Reviewer

Likelihood to Renew

PandaDoc

PandaDoc 9.3
Based on 5 answers
PandaDoc has significantly streamlined our RFP/RFI response time from months and weeks to days, allowing us to utilize corporate messaging and personalize the response to the customer/prospect as needed
Romy Ribitzky | TrustRadius Reviewer

Proposify

Proposify 10.0
Based on 1 answer
It's become a huge part of our sales process.
Amara Omoregie | TrustRadius Reviewer

Usability

PandaDoc

PandaDoc 8.2
Based on 2 answers
Very user friendly and modifiable if needed.
Anonymous | TrustRadius Reviewer

Proposify

No score
No answers yet
No answers on this topic

Support Rating

PandaDoc

PandaDoc 9.0
Based on 3 answers
They are quick at fixing any problems that we have had which mainly came about when we were setting up the system ready to use. They also ran through some training with the team at no additional charge and we now have a team member responsible for passing that knowledge on.
Jamie Wilkinson | TrustRadius Reviewer

Proposify

Proposify 9.0
Based on 2 answers
I haven't used their support.
Shawn Goumaz | TrustRadius Reviewer

Implementation Rating

PandaDoc

PandaDoc 8.2
Based on 2 answers
Very easy, web based tool that requires little to no technical knowledge.
Anonymous | TrustRadius Reviewer

Proposify

No score
No answers yet
No answers on this topic

Alternatives Considered

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 allowing clients to select between options where one selection is mandatory.
Ryan Freeman | TrustRadius Reviewer

Proposify

We prefer the user interface and design more compared to Bidsketch. Probably the best advantage of Proposify is the detailed reporting and notifications of the actions by the recipients - we have a detailed breakdown of who has viewed our proposals, how many time it has been open and other metrics.
Adam Farrell | TrustRadius Reviewer

Return on Investment

PandaDoc

  • Over their first 12 months since implementing PandaDoc, Revenue River realized some amazing lift across all metrics within the sales cycle:
  • 223% increase in closed-won revenue
  • 45% increase in the number of deals closed
  • 56% increase in the number of deals created
Eric Pratt | TrustRadius Reviewer

Proposify

  • Proposify has allowed us to carefully track and pursue all potential clients. Proposals are delivered to clients complete with signature pages so it is all in one place.
  • Proposify makes our proposals more attractive and professional making our entire organization more professional to our clients.
  • We know we've closed more deals with proposify.
Bill Stern | TrustRadius Reviewer

Screenshots

Pricing Details

PandaDoc

General

Free Trial
Yes
Free/Freemium Version
Yes
Premium Consulting/Integration Services
Yes
Entry-level set up fee?
Optional

PandaDoc Editions & Modules

Edition
Free eSign$0
Essentials$192
Business$492
EnterpriseRequest a quote
APIRequest a quote
  1. user/ month
Additional Pricing Details
PandaDoc offers a free eSign plan and 3 paid packages for eSigning and document automation starting at $19 per month per user. All plans include unlimited documents, eSignatures, and users. Start your evaluation with a free 14-day trial. Talk to our sales team to find the best pricing solution for you and your team.

Proposify

General

Free Trial
Yes
Free/Freemium Version
Premium Consulting/Integration Services
Entry-level set up fee?
No

Proposify Editions & Modules

Edition
Tall$191
Grande$491
VentiPlease Contact2
  1. /user per month
  2. Billed annually
Additional Pricing Details
Try Proposify FREE for 14 days. No credit card required. No contracts. Cancel anytime.

Rating Summary

Likelihood to Recommend

PandaDoc
8.7
Proposify
8.4

Likelihood to Renew

PandaDoc
9.3
Proposify
10.0

Usability

PandaDoc
8.2
Proposify

Reliability and Availability

PandaDoc
8.2
Proposify

Performance

PandaDoc
7.3
Proposify

Support Rating

PandaDoc
9.0
Proposify
9.0

Implementation Rating

PandaDoc
8.2
Proposify

Scalability

PandaDoc
7.3
Proposify

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