pandadoc-vs-proposify

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.