PandaDoc vs Proposify: Which Is Better in 2026?

At a glance

	PandaDoc	Proposify
Best for	Teams that want proposals, quotes, and contracts in one tool	Sales teams that need approvals and content control
Starting price	$19 / seat / month (Starter, billed annually)	$39 / user / month (Build, billed annually) or $49 monthly
Higher tiers	Business $49 / seat / month (annual); Enterprise quoted	Grow $65 / user / month (annual); Scale $107 / user / month plus a $12,800 yearly platform fee that includes 10 users
Free plan or trial	Free plan (five documents a month); 14-day Starter trial	14-day trial, no card required
Usage limits	Five documents a month on Free; unlimited in-app documents on paid plans (bulk send and API use credits)	Monthly send caps with per-send overage fees
Approval workflows	Business and Enterprise	Grow and Scale
CRM integrations	Business and Enterprise (Salesforce is a paid add-on)	Popular CRMs on all plans (Salesforce is a premium add-on)
Payments	Payment collection on Business and Enterprise	Payments processed through Stripe
Deployment	Cloud	Cloud

PandaDoc is the better fit for teams that want one tool to build proposals, quotes, and contracts, collect signatures, and start for free, while Proposify suits sales teams that care most about design control, manager approvals, and analytics on how buyers move through each proposal. Both are cloud tools that build documents from templates, track buyer views, and collect legally binding e-signatures. They differ in scope, in which plan includes the features sales teams want, and in how each one meters usage.

The short version: PandaDoc is a broader document platform, and Proposify is a sharper proposal tool.

Scope: proposals only, or every sales document?

PandaDoc handles proposals, quotes, and contracts in the same system. A rep can send a proposal with a pricing table, convert it to a contract, and collect a signature without switching tools. For teams that do not have a separate contract or e-signature product, that breadth saves a subscription.

Proposify focuses on the proposal and the sales process around it. It includes e-signatures on every plan, so you can close in the document, but its strengths are design, content control, and approvals rather than contract management.

Winner: PandaDoc. If you want one tool for the whole paper trail from quote to signed contract, it covers more ground.

Design and templates

Proposify gives you strong design control over templates. Marketing or sales operations can build polished, on-brand layouts and lock sections so reps fill in the details without breaking the design. Its content library stores approved case studies, bios, and pricing blocks that reps drop in, and it is available on every plan.

PandaDoc has a large template library and an editor that is quick to learn. Its drag-and-drop editor is on every paid plan, but the content library, which lets teams reuse approved sections, sits on Business rather than Starter.

Winner: Proposify. Teams that sell on presentation, such as agencies and professional services firms, get more control over how the final document looks.

Approvals and team controls

Approval workflows matter when a rep might discount too far or change legal language. Proposify includes approval workflows and roles and permissions on its Grow plan. PandaDoc includes approval workflows on Business and Enterprise, not on Starter.

The practical difference is price. On annual billing, Proposify Grow costs $65 per user per month, and PandaDoc Business costs $49 per seat per month. Both give a manager the sign-off step, but PandaDoc reaches it for less per seat and adds CRM integrations, payments, and the content library on the same tier.

Winner: PandaDoc on value. Proposify’s approvals and permissions are strong, but they cost more per user.

CRM integrations

Proposals built from CRM data have fewer pricing errors and save reps from retyping. Proposify integrates with popular CRMs, invoicing, and payment tools on all plans, with listed integrations for HubSpot and Pipedrive, and Salesforce as a premium add-on. That means even a Build plan customer can create proposals from deals in their CRM.

PandaDoc’s CRM integrations start on Business. Starter does not include them, and on Business and Enterprise some integrations need usage credits or a paid add-on, Salesforce among them. A team on HubSpot that wants deal-driven proposals will end up on PandaDoc Business.

Winner: Proposify for small teams that need CRM sync on the entry plan. On Salesforce, budget for an add-on with either tool.

Buyer tracking and analytics

Knowing when a buyer opens a proposal tells a rep when to call. PandaDoc shows when a buyer opens and reads each document, which is enough for most reps to time a follow-up. It also gives managers a view of which documents are stalled before signature.

Proposify puts more weight on proposal analytics. It shows how buyers move through each proposal, which helps you see where interest drops off. Sales leaders who want to know whether the pricing page or the case study section is losing deals get more detail to work with.

Winner: Proposify, narrowly. Both track opens, but Proposify’s analytics go deeper into how proposals perform.

Ease of use and setup

PandaDoc is quick to start. A rep can sign up for the free plan, pick a template, add a pricing table, and send a document the same day. That low barrier is a big reason small businesses adopt it, and it means you can test the tool on real deals before paying.

Proposify takes more upfront work because its value comes from well-built templates and a stocked content library. Plan for someone in marketing or sales operations to spend time on design and approval rules before the team goes live. Once that groundwork is done, reps assemble proposals from approved blocks quickly, and the output is more consistent.

Winner: PandaDoc for speed to first send. Proposify pays back the setup time for teams that send many similar proposals.

Usage limits and pricing

This is where the two models differ most. PandaDoc charges per seat, with a free plan that includes five documents a month. Starter costs $19 per seat per month and Business $49, both on annual billing, and Enterprise is quoted. Per-seat pricing adds up for large teams, but documents created in the app are unlimited on Starter and Business. Bulk send and documents created through the API or automations use separate usage credits.

Proposify charges per user and also meters sends. Build costs $39 per user per month on annual billing or $49 monthly, Grow costs $65 per user billed annually, and Scale costs $107 per user with a $12,800 yearly platform fee that includes 10 users. Drafting is unlimited, but plans cap monthly sends and charge per send above the limit. Proposify also does not issue refunds once payment is processed, so use the 14-day trial fully before you commit.

For a five-person team on annual billing, PandaDoc Business comes to $2,940 a year and Proposify Grow comes to $3,900, before any Proposify send overages or a Salesforce add-on on either side.

Winner: PandaDoc. It is cheaper at every comparable tier and does not cap the documents reps create in the app.

Payments and closing

Both tools let buyers sign inside the document. PandaDoc adds payment collection on Business and Enterprise, so a buyer can sign and pay a deposit in one step. Proposify processes payments through Stripe. For service businesses that require a deposit to start work, both cover the basic need. Check which payment processors each supports in your country before you assume either one fits your billing setup. Neither tool replaces accounting software, so invoices and recurring charges still belong in QuickBooks, Xero, or whatever system your finance team runs.

Winner: tie. Both close the loop from signature to payment.

Which one should you choose?

Choose PandaDoc if you want proposals, quotes, and contracts in one tool, need a free plan or a low entry price, or plan to grow into approvals and CRM sync on Business. Choose Proposify if presentation wins your deals, you want CRM integrations on the entry plan, or managers need approval workflows and role permissions to control discounting. If neither fits, our ranked list of the best proposal software compares four more options, including Qwilr and Better Proposals. Whichever you pick, run the trial on three live deals with your real pricing and CRM data, and have a buyer-facing colleague review the finished documents on a phone as well as a laptop.

Pros and cons

PandaDoc

Proposify

Which should you choose?

Frequently asked questions