PandaDoc vs Proposify: Which is better in 2023
Level up your document workflow with better automations, integrations, smart content tools, and so much more when switching from Proposify to PandaDoc.
| Proposify | PandaDoc | |
|---|---|---|
| Unlimited electronic signatures | ||
| Bulk e-signing options | ||
| From-scratch document creation | ||
| Embed images & videos | ||
| Content library & templates | ||
| CRM integrations | ||
| Pricing tables | ||
| Form generation | ||
| Signing order | ||
| Custom branding | ||
| Domain customization | ||
| Payment gateway | ||
| API Access | ||
| Reminders & notifications | ||
| Roles & permissions | ||
| Product catalog | ||
| Approval workflows | ||
| Import from Word & Google Docs | ||
| In person signing | ||
| Proposal analytics | ||
| Mobile app | View only | Design & edit |
| 24/7/365 customer support | ||
| Template design services |
Collect legally binding e-signatures
As with Proposify, you’ll be able to collect legally binding e-signatures with PandaDoc signing tools. The drag-and-drop functionality makes it easy to add interactive digital signature requests to any proposal or contract, allowing you to close deals quickly.
However, PandaDoc takes things a step further by providing signature certificates for every signature. Each certificate of completion provides an easy way to verify the authenticity of the signer on any sales document.
Build better documents even faster
Both Proposify and PandaDoc offer robust from-scratch document editors. These tools are designed to streamline your sales process by consolidating document formatting and e-signing tools inside a single platform.
However, while the Proposify editor is powerful, it lacks the ability to integrate at a deep level with most CRMs and other document platforms. With PandaDoc, you’ll get these efficient features:
- Powerful drag-and-drop online editor.
- Document importing options.
- Custom quotes, contracts, and business proposal templates.
- Centrally located and organized content library.
- Automatic data sync with CRMs and custom fields.
And the list goes on. We love the editor that Proposify offers, but sales teams need much more from their proposal software in order to stay competitive in modern business operations.
Get CPQ tools & processes
Love pricing tables? Both PandaDoc and Proposify offer dynamic and beautiful table options for your digital proposals.
However, with Proposify, tables are a standalone feature that must be uniquely configured. PandaDoc changes the setup by offering a backend product catalog that connects to your pricing table, so you can import products from your database and sync all relevant descriptions and cost estimations into your proposal automatically.
Make pricing configurations much easier with PandaDoc pricing tables and backend catalogs.
Award-winning proposal, contract, and e-signature software
PandaDoc continues to dominate the proposal, contract, and eSignature software categories on third-party review sites. The rewards speak for themselves.
What do you get when switching from Proposify to PandaDoc?
Faster importing and signing tools
One of the greatest shortfalls with Proposify is the lack of importing options. With Proposify, you’ll need to recreate existing documents from scratch if you want to use them inside the platform. Even if you use their onboarding services, it will take weeks to get up and running. (Their words, not ours.) PandaDoc offers a variety of importing options, including Google Doc, .docx, Word Online, PDF, and more. You can also store your documents inside PandaDoc or via a connected platforms like Google Workspace or Dropbox.
Customizable and easy-to-use templates
The Proposify editor offers great functionality, but it can be tricky to set up. They even offer design services so that you can pay to have templates created for you. We applaud that approach — but should you really need to pay a designer to set up a beautiful document? With PandaDoc, you’ll have access to hundreds of readymade templates that are easy to customize using intuitive tools. Whether you start from scratch or modify an existing design, building better documents has never been easier.
Forms, forms, forms
While Proposify offers some limited form creation options (via client forms), functionality is limited beyond basic utilization. PandaDoc offers embeddable forms that both small business and enterprise teams can use to capture customer data. Our online form builder is bundled into the same document editor and can be used to build forms for everything from employee surveys to rental applications and beyond.
Proposal management and collaboration
Working smoothly together is easy with PandaDoc, thanks to our built-in commenting feature and collaborative workspace tools. You’ll no longer have to struggle with lengthy email threads, and with our audit trail, you won’t have to worry about fetching the latest document version. PandaDoc handles most document management tasks for you, giving you a centralized space to communicate with your recipients in every document.
Better integrations and connectors
While Proposify offers some connectivity tools, much of the functionality is limited outside of Salesforce. Even on their Enterprise plans, you’ll only see a limited selection of native connections to top CRM tools. PandaDoc offers native connections to Salesforce, HubSpot, Microsoft Dynamics, Zendesk Sell, and many other CRMs, so you won’t need a third party connector like Zapier to carry the data. This is also true for payment gateways. Like Proposify, PandaDoc offers an integration with Stripe. We also connect to Paypal, Square, Authorize.Net, and others.
Support when you need it most
No matter the software, sometimes you just need help. Proposify offers email and chat support options for Team Plan customers, while Business Plan customers get a few additional options. But only PandaDoc offers 24/7 customer support for all pricing plans. Get the support you need when you need it — every time.
