The PandaDoc Alternative That Closes Deals.
Create proposals that don’t just get signed, but get your team results. Proposify empowers sales teams with advanced deal-tracking, interactive pricing, and real-time insights, giving you total control over your pipeline. Go beyond document management and start closing more business, faster.
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Why Proposify Helps You Win More Than PandaDoc.
Real-Time Proposal Engagement Analytics.
See exactly how prospects interact with every proposal. Proposify’s advanced analytics reveal page-by-page engagement and drop-off points, so your team can follow up with precision and close deals faster.
Interactive Pricing Tables for Prospect Buy-In.
Let prospects customize options and pricing right inside your proposal. Proposify’s interactive pricing tables boost buyer engagement, open up upsell and cross-sell opportunities, and help increase deal size, no back-and-forth emails or phone calls required.
Sales-Focused Collaboration & Approval Workflows.
Keep your sales, marketing, and legal teams aligned. Proposify’s built-in collaboration tools and configurable approval workflows ensure every proposal is on-brand, error-free, and compliant before it goes out, helping you move from draft to closed deal with confidence.
PandaDoc vs. Proposify.
| Proposify | PandaDoc | |
|---|---|---|
| Proposal Creation |
Create polished, branded proposals with ease using our intuitive drag-and-drop editor. |
Offers many templates and designs, but deeper CRM setup is needed to avoid tool-switching. |
| Pricing & Quote Accuracy |
Pre-approved pricing with auto-calculate, locked fields, and built-in approval workflows for high accuracy. |
Robust quoting tools, but needs more setup/admin oversight. |
| Native E-Signatures |
Built in, secure and legally binding. Prospects can sign without leaving the platform. |
Offers certificates of completion and legally binding signatures. |
| Engagement Tracking & Analytics |
Detailed analytics and tracking, strong post-send visibility. |
Provides page-level tracking, but lacks the granular section-by-section engagement insights for strategic follow-ups. |
| Ease of Use & Onboarding |
No IT required. Fast onboarding with templates and support included. |
User-friendly with many integrations, but full setup may need more time and support. |
| Integrations & CRM Sync |
Native, deep integrations with core CRMs like Salesforce, HubSpot, and Zoho for streamlined workflows. |
Integration ecosystem with 3,000+ apps via Zapier, plus native CRM connections. |
| Brand Control & Templates |
Lock sections like pricing, legal, and brand assets to enforce brand consistency. |
The template library is rich but can feel “template-like” without full brand control. |
| Support & Pricing Transparency |
Email and live chat support on every plan. Highest-tier plan includes dedicated onboarding, and success guidance. |
Support is available, but access to a dedicated Customer Success Manager depends on terms, even on higher-tier plans. |
“The ease of use and the ability to track proposals in process. We are able to quickly generate proposals that are easy for our clients to review and sign. The tracking aspects help us forecast wins. Saving time on proposal generation has kept our salespeople out of the office and in front of prospects more”
“With the library of content and the simple drag-and-drop nature of Proposify, I can quickly create a wide variety of documents and proposals that look extremely professional. It is simple to add a signature or initial field. I can knock out proposals in a minute that used to take 15 minutes.”
“Proposify has radically streamlined proposals for my company and we get proposals to our clients 10x faster. In addition, they look much more professional and have many tools to help make the proposals look great.”
Approvals Without Bottlenecks.
No more chasing approvals through email or phone calls. Proposify routes proposals through your legal, finance, or leadership teams in the right order. Everyone sees what they need to do and when. No confusion, no delays. It’s all built into one system, so nothing slips through the cracks and your team keeps momentum.
Seamless Integrations That Keep Your Sales Moving.
Skip the manual work and messy handoffs. Proposify integrates with popular CRMs, payment systems, and cloud storage platforms, like HubSpot, Salesforce, and Stripe, so your proposals fit right into your sales process. Reduce errors, eliminate double entry, and keep your team working from one source of truth. No code or workarounds required.
