
PandaDoc
9.0#1 in proposal softwareFrom $19 a monthFree planAndroidiOSWebAPI
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| Fact | PandaDoc | Proposify |
|---|---|---|
| Analytics and reporting | Yes | Yes |
| Built-in e-signatures | Yes | Yes |
| Client activity tracking | Yes | Yes |
| CRM integrations | Yes | Proposify integrates with popular CRM, invoicing, payment, and Zapier tools. |
| Custom branding | Yes | Yes |
| Document creation | The platform provides templates, rich media and a drag-and-drop editor for creating agreements. | All plans allow unlimited document creation, while monthly sends may be limited. |
| Founded | 2013 | 2013 |
| Free plan | Yes | No |
| Integrations | Featured integrations include HubSpot, Salesforce, Pipedrive, monday.com, Stripe, Square, Zapier, Slack and Greenhouse. | The integrations directory lists CRM, payment, invoicing, collaboration, file, forms, project-management, and other integrations, including Salesforce, HubSpot, Stripe, QuickBooks, Slack, and Zapier. |
| Mobile app | The mobile app can create, view, send, track and sign documents and is available through Google Play and the App Store. | Proposify offers an iOS mobile companion app for monitoring proposal activity, while proposals are created and sent through the web app. |
| Online payment collection | Yes | Yes |
| Paid from | 19 | 19 |
PandaDoc suits teams preparing and routing proposals, quotes, or contracts that need signatures, review steps, tracking, or payments. Its free tier may fit users with modest document volumes and no need for DOCX downloads.
Proposify suits individuals and small sales teams that need to create and track proposals, as well as growing teams seeking CRM integration. Its iOS companion app is for monitoring activity rather than creating and sending proposals.