What’s in this guide:
Why look for a PandaDoc alternative?
How do I vet PandaDoc alternatives?
What are the top PandaDoc alternatives?
Why look for a PandaDoc alternative?
You're looking for proposal software and you know that PandaDoc is a leading option. But you might be wondering what else is out there and might fit your needs better.
PandaDoc is a simple solution for proposal and contract templates. But because the company targets very small businesses, the platform lacks many of the features that pro sellers are looking for.
If you want to improve your proposal closing rate, you’ll want dynamic pricing, proposal reviews and comments, proposal analytics, and easy negotiation. And if you’re looking to improve your collaboration as a sales team, you’ll want a content library with approved content snippets as well as internal proposal approval.
How do I vet PandaDoc alternatives?
Here are some tips to help you choose the right software:
The number of users - How many people will use the platform makes a big difference on your final decision. Solo business owners can choose a tool that covers their needs, but if you’re buying for a team, you’ll want to discover the pain points and goals of all potential users.
Visibility and collaboration - Choose a proposal software that improves visibility and collaboration. Make sure it has the right user roles and permissions so that sales leaders can review the activity of all accounts and individual sellers can review the activity of their specific client contacts. The platform should offer reusable templates and a content library to store approved content snippets to keep messaging on brand across all users.
Smart proposal features - Look for features that improve the proposal experience for your prospects. Interactive pricing allows potential clients to choose from available options, multimedia content makes proposals more engaging, and e-signatures and payment processing ensure that they can kickstart a project in one simple workflow.
Tech stack consolidation - Many PandaDoc alternatives overlap with other solutions. The platforms on our list might offer B2B sales features, e-signatures, client portals, etc. It’s a good idea to assess your tech stack and consider which extra features you want to check off.
Integrations - Make sure that the proposal software you choose integrates with your favorite CRM and payment processor so that all data and transactions have a single source of truth.
What are the top PandaDoc alternatives?
- Proposify
- Scoro
- Qwilr
- DocuSign
- Nusii
- Concord
- Loopio
- Honeybook
- Dubsado
- JotForm Sign
- DealHub
- GetAccept
- RFPIO
- DocSend
- Oneflow
Check out the best PandaDoc competitors listed in more detail below, from all-in-one small business tools to platforms designed for professional sales teams.
1. Proposify
With Proposify, sales teams can say goodbye to messy, inconsistent proposal processes. Proposify helps teams gain control and visibility at every step, from on-brand proposal creation to prospect activity tracking and content optimization. The software is popular amongst franchises, B2B SaaS, marketing agencies, consultants, construction companies, and other service-based businesses.
Features:
E-signatures
75+ proposal templates, quote templates, and contract templates
Custom fields
Proposal design editor
Internal proposal review and approvals
Proposal comments for clear negotiation
Interactive pricing tables
Web-based proposals with no attachments required
Content library with re-usable snippets
Proposal viewing and closing analytics
Email templates
Notifications
Automated email reminders
Integrations with HubSpot, Gong, Salesforce, and more
Payment processing
And more! (take the tour and learn more about Proposify's features)
Pricing:
Proposify’s Team Plan costs $49 per user per month. The Business Plan costs $590 per month and offers advanced features for up to 10 users. Learn more about Proposify pricing.
Pros and cons:
Proposify is one of the top proposal tools available. It’s perfect for sales teams that want to create compelling, on-brand proposals and improve control and visibility throughout the entire proposal process. However, it might be too robust for solo firms and very small businesses.
2. Scoro
Scoro is a comprehensive platform for managing all sorts of collaboration. It includes proposal creation and signing features alongside project management and time tracking.
Features:
Time tracking
Gantt charts for project management
Proposal and quote creation
Purchase order tracking
Team budget tracking
Business analytics
Pricing:
The Essential Plan costs $26 per user and the Pro Plan, which unlocks all core features, costs $63 per user per month. All plans require a minimum of 5 users.
Pros and cons:
Most companies looking for proposal software already have project management and financial management solutions in place, making Scoro unnecessarily complex. If you’re launching a brand new small business, you might benefit from starting with Scoro. But as your company grows, Scoro’s jack-of-all-trades approach might mean it doesn’t have the best-in-class features each team needs.
3. Qwilr
Qwilr is a simple proposal software with affordable plans. In addition to web-based proposals that don’t require document uploads and downloads, you also get e-signatures and payment collection.
Features:
Proposal builder
Interactive widgets
CRM integrations
Payment processing
E-signatures
Pricing:
You’ll pay $35 per user per month on the Business Plan, and $59 per user per month on the Enterprise Plan, which offers advanced customization.
Pros and cons:
While Qwilr does offer an attractive proposal builder, it doesn’t include email templates and automation, so it might not be a fit for most sales teams.
4. DocuSign
DocuSign is a popular platform for signing all sorts of contracts. You’ll need to create your contracts in Microsoft Word, PowerPoint, or another platform, but then you can upload them as reusable templates.
Features:
E-signatures
Accepts PDF, DOCX, RTF, TXT, and PNG
Electronic notarization
Contract lifecycle management
Integrations with Salesforce and other CRMs
Pricing:
The Personal Plan costs $10 per month, the Business Plan costs $25 per user per month, and the Business Pro Plan costs $40 per user per month. Most businesses will need their middle-tier plan.
Pros and cons:
DocuSign is great if you want to collect e-signatures on a variety of documents and use a single platform across all teams. However, it doesn’t offer a proposal builder or templates, meaning you’ll have to hire a graphic designer to help you create your proposal style. Then, your sales team will have to wrangle that platform to customize the proposal content for each client.
5. Nusii
Nusii is an online proposal tool that makes it easy to create beautiful proposals and send them for e-signature. You can also add editable pricing tables and collect payments from clients.
Features:
Proposal templates
Email notifications and reminders
Support for multimedia content
Payment processing
Integrations with CRMs
Pricing:
The Freelancer Plan costs $29 per month and allows you to have up to 5 active proposals. The Agency Plan costs $49 per month and allows you to have up to 20 active proposals.
Pros and cons:
Nusii’s pricing is based on the number of active proposals instead of the number of active users, making it a good fit for small businesses that don’t pitch and sign new clients frequently. However, if you have a higher-volume business model, you’ll do better with a proposal platform with unlimited access. What’s more Nusii lacks the analytics features that will help you track client activity and proposal success.
6. Concord
Concord is a contract lifecycle management platform that multiple teams can use, including sales, legal, procurement, and HR.
Features:
Contract builder
Internal contract approval workflows
E-signatures
Contract storage
Renewal deadline tracking
Pricing:
You’ll pay $17 per user per month on the Standard Plan and $49 per user per month on the Pro Plan, which unlocks access to the Salesforce integration as well as approval workflows and customized reports.
Pros and cons:
With its contract builder and tracking capabilities, Concord is a great PandaDoc alternative for teams that don’t want to struggle with Microsoft Word. However, it doesn’t offer a proposal builder or templates, so consider Proposify or Nusii if you’re looking to streamline design and proposal customization.
7. Loopio
With Loopio, you can centralize your responses to RFPs, making it easier to recycle your best content. You can also improve team collaboration and save time on every proposal.
Features:
Content library
Magic response automation
Dynamic RFP templates
Project tracking
Proposal analytics
Integrations with CRMs
Pricing:
As an enterprise-only solution, Loopio doesn’t publish their pricing online, so you’ll need to get in touch with them for a custom quote.
Pros and cons:
The content library and magic response automation make Loopio a good fit for companies that want to speed up their responses to RFIs, RFPs, and security questionnaires. However, if you’re looking for a solution for simpler, unsolicited proposals, Loopio will be too complex and costly for your needs.
8. Honeybook
With its all-in-one approach, Honeybook is a good option for freelancers, creatives, and other small businesses looking to consolidate proposal software with the rest of their tech stack.
Features:
Invoices
Proposal and contract builder
Appointment and service booking
Lead tracking
Project tracking
Payment processing
Forms and questionnaires
Pricing:
Honeybook offers unlimited access to all features for $39 per month or $390 per year.
Pros and cons:
If you’re running a one-person company, Honeybook offers the proposal features you need alongside other business management tools so you can lower your monthly expenses. But most sales teams will need advanced proposal features like content libraries, email templates, and proposal analytics.
9. Dubsado
Dubsado is similar to Honeybook. You’ll get proposal creation, sending, and signing alongside other business management features that work well for solo businesses.
Features:
Proposals
Embeddable website packages
Payment processing
Contracts
Invoices
Calendar scheduling
Forms and questionnaires
Client portals
Pricing:
The Starter Plan costs $150 per year and gives access to many of the features. For the Premier Plan, you’ll pay $350 per year and unlock all features.
Pros and cons:
Dubsado’s Starter Plan is very affordable and does include their proposal features, making it a good fit for a company of one. If you’re looking to streamline proposal creation as a team and improve brand consistency, Dubsado won’t be a fit for you.
10. Jotform Sign
Jotform Sign is an e-signature solution offered by form builder Jotform. You can use it to convert PDFs into online documents, collect signatures, and automate manual processes.
Features:
Turn PDFs into contract templates
E-signatures
Embed contracts on your website
Email notifications and sharing links
Tables for aggregating contract data
Pricing:
Jotform’s free plan allows up to 5 forms and 10 signed forms per month. Their Silver Plan costs up to $39 per month and lets you have up to 50 forms and 250 signed forms per month. You can also get in touch with them for a custom enterprise plan with unlimited signing.
Pros and cons:
If you have a simple proposal document you send to all prospects with little to no customization, Jotform Sign could work for you. However, if you want to mix and match the right content to create the perfect proposal or write a custom executive summary, choose another PandaDoc alternative on our list.
11. DealHub
DealHub is a contract management solution designed for B2B SaaS companies. You can use it to track the progress of deals, send and sign contracts, and stay on top of subscription renewals.
Features:
DealRoom (portals for multiple decision makers and docs)
Proposals and price quotes
E-signatures
Automate contracts and renewals
Track upselling and cross-selling opportunities
Salesforce and other CRM integrations
Pricing:
DealHub doesn’t publish their pricing online, so get in touch with them for a custom quote.
Pros and cons:
With the DealRoom and renewal tracking, DealHub offers a great solution for SaaS sales teams. However, despite all of the niche features, the proposal builder lacks dynamic pricing tables, video embeds, and intake forms. If top-notch proposals matter to you above all else, consider another PandaDoc alternative.
12. GetAccept
With GetAccept, you can send proposals and quotes to your prospects, deliver sales enablement materials, and chat with your buyer while they review everything. You can then collect payments with a variety of integrations.
Features:
Proposals and quotes
E-signatures
Digital sales rooms for each buyer
Personalized videos
Live chat
CRM and payment integrations
Pricing:
On the free service, you can send 3 documents per month. Or, opt for the Professional Plan for $49 per user per month to get unlimited sending and signing.
Pros and cons:
GetAccept is a PandaDoc alternative that is most similar to DealHub. If you want to create sales rooms where you can upload a variety of materials, this might be a good solution for you. But if you don’t want to overwhelm your buyer with a lot of different items and links, then you should consolidate your sales process into a single proposal that supports multimedia files, proposal reviews, and negotiation.
13. RFPIO
RFPIO is a great option for companies that respond to RFPs, RFIs, RFQs, and security questionnaires. But you can also use it to send unsolicited proposals, or as RFPIO calls them, proactive proposals.
Features:
RFP response automation
Proposal sending
E-signatures
Knowledge management
Security questionnaire response automation
Integrations with CRM and collaboration tools
Pricing:
To get a custom quote, contact their sales team.
Pros and cons:
Responding to RFPs and security questionnaires requires a lot of manual, repetitive work from high-value employees. RFPIO makes it easy to supercharge your productivity. However, they don’t offer many proposal templates or advanced proposal features, making this solution unideal for most sales teams.
14. DocSend
DocSend is a secure document-sharing solution that can be used for sales, investor relations, board communication, non-profit fundraising, and pitch deck feedback.
Features:
Document sharing
E-signatures
Secure client portals
Document analytics
Video analytics
Pricing:
The Personal Plan costs $10 per user per month (and allows up to 4 signatures per user). The most popular subscription is the Standard Plan, which costs $45 per user per month and unlocks unlimited signing.
Pros and cons:
Like GetAccept, you can use DocSend to create client portals and upload all sales enablement materials, including proposals. However, DocSend is designed for sharing all sorts of documents for all sorts of use cases. It doesn’t offer a proposal builder or template, so you’ll need to use Canva or something similar for customizing proposal docs. That said, DocSend could be a fit if you’re looking for something that will scale across multiple teams, not just sales.
15. Oneflow
Oneflow is a digital contract management platform best suited to small businesses. If you’re fine with simple contracts and you don’t need on-brand proposals, this platform might be a fit for you.
Features:
PDF and digital contracts
Contract comments
Audit trail
Contract templates
Contract lifecycle calendar
Pricing:
You’ll pay $17 per user per month for the Essentials Plan, which gives you access to the contract templates and e-signatures. On the Business Plan for $45 per user per month, you’ll also get their data retention and lifecycle features (but you’ll need to pay extra for the Salesforce integration).
Pros and cons:
OneFlow offers a lot in the way of the post-sign experience. You can use data fields, tags, integrations, and retention policies to automate client onboarding and internal tasks. It also offers contract lifecycle management features at an affordable cost. However, the lack of a content library means you won’t be able to create and store different snippets. For that reason, this is only a fit if your proposal templates remain very static. The contracts also look like contracts (as opposed to beautifully designed proposals).
