PandaDoc vs Proposify. 2021 Comparison.

When you trade Proposify for PandaDoc you will get all you have in Proposify plus advanced eSignatures, better quotes, custom approval flows, editing in mobile app, and 24/7 support.

Custom templates
Proposal analytics
CRM integrations
Online payments Stripe PayPal, Stripe, Square, etc.
Electronic signatures
Custom eSignature fields
Signing order
eSignature certificate
Activity and proposal content reporting
Document approval flows
Upload and import existing documents
Built-in CPQ functionality
Content locking and sharing
Build and edit documents in mobile app
Support Limited 24/7

Collect legally-binding eSignatures

Our electronic signature software provides a flawless customer experience for signing your proposals, quotes, and contracts with ESIGN and UETA compliant eSignatures. Your customers can view and eSign any document you send on any computer, smartphone, and tablet. PandaDoc also offers in-person signing where Proposify does not.

Create documents faster

We’ve designed PandaDoc business proposal software to make document generation fast and easy. Proposify users have to work with a difficult online editor where PandaDoc customers routinely reduce document creation time by as much as 65% when using these features:

  • Powerful drag-and-drop online editor.
  • Import of .docx, Google Docs, and Word Online documents.
  • Upload an existing doc to create a PandaDoc document or a template.
  • Custom quotes, contracts, and business proposal templates.
  • Centrally located and organized content library (pricing tables, case studies, multimedia content, etc.).
  • Automatic data sync from CRM.

Configure better quotes

PandaDoc combines the simplicity and beauty of a document builder with configurable pricing options from quoting software. You can use the PandaDoc pricing table to deliver quotes with optional line items, per-item and bulk discounts, and taxes without struggling with complex and complicated tools. Alternatively, you can automate your quoting sales process with a built-in product catalog or sync product data into your sales docs from your CRM to close deals more quickly.

What you get when you switch from Proposify to PandaDoc

Legally-binding digital signatures

Not only are our electronic signatures legally-binding and easy to use, you can also create custom fields, receive recipient files, and set up a signing order. Proposify digital signing features limit you to basic eSignature fields without much customization.

Process payments securely

Why hassle with a separate platform or tool for invoicing? With PandaDoc, you can send professional proposals, quotes, and invoices from a single tool, and accept credit card payments right inside any document with PandaDoc Payments (you can connect your PayPal, Stripe, Square, QuickBooks Payments, or Authorize.Net accounts). While Proposify does offer invoicing integrations, signing and accepting payments is easier with PandaDoc.

Track and measure performance

Knowledge is power, and PandaDoc puts a wealth of data at your fingertips with our advanced analytics. Managers can see where every document is in the pipeline and users can see exactly how, when, and for how long their recipient interacted with the documents they sent. PandaDoc allows you to track individual and sales team performance with revenue generated, time-to-close, close rate metrics. PandaDoc advanced reporting gives you a broader picture than the typical and standard notifications Proposify offers.

Fast deployment

PandaDoc may be one of the most powerful digital document solutions on the market, but that doesn’t mean it’s difficult to get up and running. In fact, most companies can deploy PandaDoc in a single day, and we’ve seen large companies with complex document processes deploy in less than a week. We also offer a dedicated Onboarding Team to help implement any use case you need. The Proposify team is just a small 50 person team whereas with PandaDoc you’ll have the 24/7 support of 200+ pandas in three countries.

Ready-to-use integrations and API

A digital document solution should enhance the tools you’re using today, not distract you from them. That’s why PandaDoc seamlessly integrates with dozens of business apps, including every major CRM like Salesforce, HubSpot, and Microsoft Dynamics. You’ll love utilizing the full power of PandaDoc inside the tools you work with every day with the PandaDoc API. The Proposify API is no match for the robust capabilities the PandaDoc API offers.

Easy collaboration

Working better together is easy with PandaDoc thanks to the built-in commenting feature. You’ll no longer have to struggle with lengthy confusing email threads and with our Audit trail, you won’t have to worry about fetching the latest document version. PandaDoc manages it all for you and gives you a centralized space to communicate with your recipients right inside every document.

Effective teamwork

Make cross-functional collaboration amongst all of your team members with unlimited workspaces to close deals faster. Define content, templates, settings and more for each of them. You can also create customized roles that match that team’s workflow and approval processes. PandaDoc is the perfect fit over Proposify if you have sales, marketing, and finance consistently working with the same documents across your organization.

Streamline approvals

Establish a better document process that aligns with your document policy and procedures. Build approval workflow rules with clear next steps and approver assignments with our workflow features that you’ll find in typical contract management software. Proposify doesn’t offer such robust functionality, so if a streamlined approval process is what you need, then PandaDoc is right for you.

Get started with PandaDoc today