Compare PandaDoc vs Proposify

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About PandaDoc

PandaDoc provides organizations complete digital document solution. Its users are able to create, send, sign, and track documents online, as well as to securely process paperless transactions. The service is aimed at sales teams in SMEs and large enterprises.

Documents, that can be handled by this platform are proposals, quotes, contracts, HR documents, receipts, invoices, etc. PandaDoc offers set of templates and preset text blocks that makes quoting easy and fast. It streamlines the way sales teams creates and sends sales papers, making closing deals more effective.

It is possible to share documents within the organization's departments, or defined groups of people. PandaDoc also features CPQ functionality, pricing tables, e-signatures, proposal generation, image library, and more.

About Proposify

Proposify is the online proposal software that helps modern sales teams create, send, track, and e-sign winning proposals, contracts, and agreements.

Proposify reduces friction in your proposal workflow making it easier for your sales reps to quickly create professional-looking proposals that impress prospects and close deals.

Create on-brand templates that sales reps can reuse so they don’t need to reinvent the wheel for every deal. Store all your approved proposal content in one location so snapping together a proposal takes minutes, not hours. And with our integration with all your fave apps, your reps can create proposals, contracts, and agreements without ever leaving the CRM.

Our Salesforce integration lets your rep create proposals, contracts, and agreements right in the CRM, and keep their data in sync.

Impress prospects with a buyer experience that includes interactive pricing, videos, and live chat.

Client viewing metrics let you know the moment a prospect opens the proposal, which sections they view and for how long, and - most importantly - the second they (e)sign on the dotted line. You may not actually be a mind reader, but with Proposify, you'll feel like one.

Plus get faster sign-off and make it easier for prospects to buy with our legally binding electronic signature tool and order forms.

We’ve revolutionized the proposals process so your reps can spend less time on manual tasks and more time doing what they do best: selling.

But Proposify doesn't just save time; with assignable roles, permissions, and workspaces, you can manage the access each sales rep has. From the kind of content they can use and editing the design, all the way through to sending a proposal, you'll have full brand control and peace of mind without bottlenecking the process. Finally, a solution that makes both Sales AND Marketing happy.

If you're ready to give your sales team the competitive edge, visit our website.

Features

  • API
  • Audience Targeting
  • Contact Management
  • Contact Sharing
  • Conversion Tracking
  • Customer Management
  • Data Export
  • Data Import
  • Email Integration
  • Expense Tracking
  • External Integrations
  • Inventory Tracking
  • Lead Management
  • Lead Scoring
  • Multi-Currency
  • Multi-User
  • Notifications
  • Project Management
  • Supplier Management

Features

  • API
  • Audience Targeting
  • Contact Management
  • Contact Sharing
  • Conversion Tracking
  • Customer Management
  • Data Export
  • Data Import
  • Email Integration
  • Expense Tracking
  • External Integrations
  • Inventory Tracking
  • Lead Management
  • Lead Scoring
  • Multi-Currency
  • Multi-User
  • Notifications
  • Project Management
  • Supplier Management

Summary

    No key features associated with this application.

Summary

  • Templates

  • E-Signatures

  • Notifications

  • Content Library

  • Payment Integration

  • Interactive Quoting

  • Reminder Emails

  • Document Tracking

  • Metrics

Pricing

Professional

$19.00
1 user(s) / month
Included in plan:
  • Up to 5 Templates
  • Unlimited Docs & eSignatures.
  • Document Analytics
  • Document Builder and Editor
  • Custom Branding
  • Pricing Tables and Product Catalogs
  • Email Support

Business

$39.00
1 user(s) / month
Included in plan:
  • Unlimited Templates
  • Phone Support
  • Integrations With CRMs and Other Tools
  • Content Library
  • Manager Approval Workflow
  • Document Expiration Settings
  • Auto Reminders
  • Content Conversion Assistance

Pricing

Proposify Free

Free
Included in plan:
  • 5 Active Documents
  • 1 User
  • Interactive Quoting
  • Notifications
  • Content Library
  • Proposal Analytics
  • Electronic Signatures
  • Stripe Payments

Proposify Free

Free
Included in plan:
  • 5 Active Documents
  • 1 User
  • Interactive Quoting
  • Notifications
  • Content Library
  • Proposal Analytics
  • Electronic Signatures
  • Stripe Payments

Team Plan

$49.00
Billed annually or quarterly.
Included in plan:
  • Unlimited Documents
  • Standard Integrations
  • Custom Fields & Variables
  • Client Input Forms
  • PDF Downloads
  • White Labelling
  • Chat Support

Team Plan

$49.00
Billed quarterly or annually
Included in plan:
  • Unlimited Documents
  • Standard Integrations
  • Custom Fields & Variables
  • Client Input Forms
  • PDF Downloads
  • White Labelling
  • Chat Support

Business Plan

$540.00
Billed annually.
Included in plan:
  • 10+ Users
  • Salesforce Integration
  • Approval Workflow
  • User Roles & Permissions
  • Unassigned Signatures
  • Premium Support
  • Onboarding Services

FAQs

    Does this service offer an API?
  • PandaDoc offers REST API.

  • Does this service offer guides, tutorials and or customer support?
  • Support offered: Help Center, Webinars, FAQs, Phone Support, Video Tutorials.

  • Who are the main user groups of this service?
  • Main users of PandaDoc are SMEs and large enterprises.

  • Does this service integrate with any other apps?
  • Yes, it integrates with: Xero, SugarCRM, Zendesk, Base CRM, Zoho CRM, Dropbox, Capsule, Nimble, Microsoft Dynamics CRM, Salesforce Sales Cloud, Pipedrive, Insightly, Box, Stripe, Nutshell CRM, Close.io, SalesforceIQ, ProsperWorks CRM, HubSpot CRM.

  • Does this service offer multi-user capability (e.g. teams)?
  • Yes.

  • What are some applications this service is commonly used in tandem with?
  • This service is commonly used in tandem with CRM applications.

  • What platforms does this service support?
  • This is a web-based platform with Android and iOS mobile apps.

  • What is this service generally used for?
  • This is a complete digital document solution.

FAQs

    What is this service generally used for?
  • Proposify is business proposal software that streamlines the creation of quotes, contracts, and other sales documents, allowing sales professionals to get beautiful documents in their prospects' hands faster, and close more deals.

  • Does this service offer guides, tutorials and or customer support?
  • Yes. For customer support you can view our Knowledge Base of helpful articles, or write into support using the widget in the bottom right corner of your screen when you are logged in, or writing to us at [email protected]

  • Does this service integrate with any other apps?
    • Salesforce
    • Hubspot
    • Drift
    • Infusionsoft
    • Pipedrive
    • Insightly
    • Zoho
    • Highrise
    • Quickbooks
    • Xero
    • Freshbooks
    • Podio
    • Harvest
    • Basecamp
    • Zapier
    • Stripe
    • Olark
  • Who are the main user groups of this service?
  • Proposify is designed for sales teams who deal with one-to-one personalized sales. Creating beautiful sales documents like proposals, agreements, quotes, and contracts doesn't need to be that hard, and doesn't need to take that long. Proposify is here to help.

  • What are some applications this service is commonly used in tandem with?
  • Yes, Proposify is commonly used alongside CRMs, accounting software, project management software, chat software, and billing software. For more information check out our integrations.

  • Does this service offer an API?
  • Yes

  • Does this service offer multi-user capability (e.g. teams)?
  • Yes, Proposify has a feature called Workspaces.

    Workspaces (AKA Teams) acts as a "sub account" within your Proposify account. It allows you to create a separate entity within your account that has separate branding features. It's a great way to separate sales teams within your organization, include a separate business in the same account, or manage your franchises.

Vendor Information

Founded:
-
Based in:
San Francisco
Employees:
51-200
Likes:
Followers:
19.8k

Vendor Information

Founded:
-
Based in:
-
Employees:
-
Likes:
Followers:

Other

Who uses PandaDoc
  • SMEs
  • Enterprises
Desktop Platforms:
  • Web App
Mobile Platforms:
  • iOS
  • Android
Languages:
English
Regional Restrictions:
No restrictions.

Other

Who uses Proposify
  • Startups
  • SMEs
  • Agencies
  • Enterprises
Desktop Platforms:
  • Web App
  • Windows
  • Macintosh
Mobile Platforms:
  • iOS
  • Android
Languages:
English, Danish, Dutch, Finnish, French, German, Greek, Hindi, Italian, Norwegian, Polish, Portuguese, Russian, Spanish, Swedish
Regional Restrictions:
No restrictions.
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