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Comparison Updated: October 2026

PandaDoc vs Proposify: which proposal software fits your team?

Both tools build proposals in an editor, offer pricing tables with optional items, collect e-signatures and show how long clients spend in each section. PandaDoc has a free plan and also covers contracts and payments. Proposify has no free plan and concentrates on proposals and quotes: on the Grow plan, roles can lock pages and single elements so reps cannot change them.

Choose the tool that fits your needs

PandaDoc

You want proposals, contracts and payments in one tool.

Start on the free plan with 5 documents a month. Business adds a product catalog, approval workflows, CRM integrations and deal rooms. Clients sign the document and pay for the order.

Proposify

You send many proposals and want each one to follow the template.

Build gives you unlimited documents and signatures, a content library, a product catalog and integrations. Grow adds roles that lock pages and elements, approval rules based on price or discount, and account metrics.

A third option

Sellizer as an alternative to PandaDoc and Proposify

This comparison was prepared by the Sellizer team. If what you need most is to know what clients do with a proposal after you send it, consider our tool too. Below, we explain when it fits and what it lacks.

PandaDoc vs Proposify: a detailed feature comparison

See what each tool can do, feature by feature, and where the plans differ.

PandaDoc Proposify
Sales proposal analytics
Email open monitoring Whether the recipient opened your email - separately from opening the proposal itself.
Aggregate proposal analytics Clear dashboard with aggregated statistics - summary of open times, most-read sections, and overall proposal performance. Account metrics such as time to first view and time to close, by date and by user, from the Grow plan
Proposal open alerts SMS on the first opening of the proposal, email on every one - with basic contact details. A notification when the proposal is opened, with no SMS alert An email and in-app notification when the proposal is opened, with no SMS alert
Proposal opening details Details of each opening - the recipient's location, device and browser.
Per-page engagement analytics Detailed statistics - how long the proposal was viewed and which pages caught the recipient's attention or were skipped. Time, view count and share of time for each page of the proposal, in full on higher plans A timeline of opens for each recipient and the time spent in each section
Print, download and forward tracking Information on whether the proposal was printed or forwarded. A notification when the proposal is forwarded and information about PDF downloads, with no print tracking A notification when the proposal is forwarded
Heatmap A view of exactly what the recipient looked at on each page of the proposal.
Session recording A replay of what happened on each page after the proposal was sent.
Priority and Engagement scores Indicators showing the recipient's interest and suggesting which proposal to handle first.
Individual activity reports A summary of the effectiveness and open rate of your own proposals in one overview.
Real-time statistics Proposal statistics refreshed in real time, every 5 seconds.
AI proposal optimization Suggestions for improvements based on recipient behavior - hints on which sections to expand, shorten, or highlight to boost conversion.
AI chat in the app Quick conversational access to sales data - ask about proposal statuses, results, and insights without creating manual reports.
AI action recommendations Ready outreach scenario - AI sets the sequence of actions and suggests who to contact, what to say, or which follow-up message to send.
Proposal personalization
Your own subdomain The proposal link within your own subdomain.
Embedded interactive content Video, surveys, maps and calculators embedded in the proposal itself, rather than attached as files. Video embedded from YouTube and other sources
Proposal personalization Your own logo in the proposal window and the proposal shown under your company domain - the recipient sees no external tool. Your own logo, colours and themes in the proposal, but no proposal address on your own domain Your branding, with pages and individual elements locked by role on the Grow plan
Proposal viewer language The proposal viewing window in the recipient's language - choose from PL, EN, DE, IT. The recipient's window in 16 languages including Polish, on paid plans
Proposal link format Choose how the proposal link looks: a clickable graphic or plain text.
Personalized email signature Your own signature in your proposal emails - ready to paste or build in the editor. Your own footer text in proposal emails, available on higher plans
Custom JavaScript Your own JavaScript code, e.g. for personalized ads on Facebook or Google Ads.
Google Consent Mode v2 Remarketing to people who viewed the proposal - with GDPR consent handling for marketing pixels, without extra tools.
Block-based proposal design The proposal layout built from blocks without a designer - as opposed to filling in a fixed, ready-made template.
Sales automation
CPQ and pricing rules Quotes assembled automatically from a product configuration - rules enforce the allowed variants and discounts. A questionnaire for the rep builds the quote, while rules and calculation tables police discounts, the whole thing a paid add-on to the top plan
Lead forms A form for your website - once submitted, the client receives the proposal and its full statistics appear in the system. A form embedded in your site creates a proposal to sign; on higher plans a paid add-on with 250 submissions a year, then USD 2 each
Message templates Saved message content and sending settings, ready to reuse. Saved message bodies ready for reuse, without saved sending settings
Automatic follow-ups A sequence of messages sent automatically when set conditions are met - so nothing slips through. An automatic signature reminder, with no message sequence of your own
Proposal expiry date Set an expiry date for proposals, with a reminder before they expire.
Scheduled sending Scheduled proposals to go out on a chosen day and time.
Proposal widgets Widgets in the proposal: request a call or a contract template in one click.
Automatic sales reports Automatic reports at the intervals you choose, covering both team and individual activity.
Snippets and content personalization One message sent to multiple clients simultaneously - with automatically matched data for each recipient. Recipient variables available on paid plans, with rule-driven content on the top plan Custom fields and variables replaced in the document, from the Grow plan
Questions within the proposal Option for the recipient to ask a question directly while viewing the document.
Approval workflows Manager approval before the proposal goes out - triggered automatically when a discount or deal value crosses a set threshold. Approvals on higher plans, with a discount threshold that routes the proposal to a manager by itself for an extra fee on the lower plan Conditions on the price total, discount or line item discount, from the Grow plan
Mutual action plan A closing plan agreed with the client, with tasks and deadlines assigned on both sides. A file can be attached to each task, and a chart shows how many tasks are done, overdue and approaching their deadline, all available on higher plans
Meeting booking in the proposal A calendar embedded in the document - the recipient books a call without leaving the proposal.
Client onboarding after signing Next steps triggered automatically once the proposal is accepted - a form, the payment and a kickoff meeting. Once the proposal closes, an automation sends the same recipients another document from a chosen template, with no kickoff call arranged, all available on higher plans
Renewal reminders An alert before a contract term ends, in time to renew or terminate. Only the contract owner gets the alert, not the counterparty, on the top plan or for an extra fee on the lower plan
Proposal creation & management
Interactive HTML proposal Proposals created as modern web pages with full tracking of opens, clicks, and reading time.
SMS delivery to recipients Automated SMS notification sent to the recipient the moment the proposal is shared. The proposal sent by SMS alongside email, on higher annual plans
Document version history Successive versions of the proposal content saved, with the option to compare changes and roll back to an earlier one.
Proposal Editor Building a proposal directly in the system, without creating it in an external tool.
Sending proposals by any channel Send proposals however you prefer - a ready-made link to share yourself, or an email sent from the system.
Multiple files in one message Proposals made up of up to 10 PDF files of up to 200 MB each, in a single message.
Multiple file formats Attach files in various formats to a single proposal.
Bulk proposal sending Proposals to many recipients from a CSV file, sent from your own email or the built-in mass-sending system - without landing in SPAM. CSV sending free for the account's first year, chargeable after that
Proposal statuses Won / Lost / In progress statuses to keep your proposals organized.
Quick proposal duplication Resending the same proposal to new recipients, without uploading it to the system again.
Proposal history and storage All sent proposals in one place, with a view of their history.
Document library Storing and sharing sales files, ready to use at any time. A content library of sections, text snippets and images
Advanced filters Detailed filters to find proposals, senders and documents fast.
AI chat in the Proposal Editor Generating and editing proposal content using simple text prompts. An AI widget in the editor writes, shortens and corrects text
AI proposal review Automated document verification before sending - evaluating clarity, structure, and argument strength with ready suggestions for changes.
E-signature Fast and secure online proposal acceptance - directly within the document, without external applications. 60 documents a year on the free plan, unlimited on paid ones Unlimited signatures on every plan
Payments within the proposal Option to pay for the order immediately directly from the document (e.g., via Stripe or BLIK). Payments processed through Stripe
Comments and redlining Comments and edit suggestions added directly to the proposal content, with a visible record of who changed what. The recipient proposes changes, the author accepts them one by one, and once the edits close the proposal goes to signature by itself, all available on higher plans Comments next to the content, including internal ones
Multiple signers and signing order Collecting signatures from several people in a defined order - with separate tracking of who has already signed. The order is set on the template, while grouping people to sign simultaneously is on the top plan only Signatures from several people, with a view of who has already signed
Interactive pricing table A pricing table in the proposal where the recipient picks options and quantities, with the total recalculating live. Variants are shown as packages side by side for the recipient to pick one, available on higher plans Buyers pick optional fees and change quantities
Pricing library A central catalogue of products and services with current prices, which the team pulls line items from. A product catalogue with catalogue numbers and photographs, uploaded as a file, available on higher plans A product catalog reps pull services and prices from
Digital sales room A shared space for buyer and seller holding every document for the whole length of the deal.
Contracts Contracts handled alongside proposals - with clause templates and locked sections a rep cannot change. Clauses kept in the content library, and the block holding them locks against deletion as well as editing, on the top plan or for an extra fee on the lower plan
Invoices and billing Invoices and billing documents issued in the same tool where the proposal is created. Invoices issued in QuickBooks through the integration
Contract repository A central archive of signed documents, searchable by content and by counterparty. Search by your own data fields, filled in by hand, available on higher plans
Bulk send for signature The same document sent for signature to many recipients at once, each as a separate copy.
Ready-made industry templates A library of ready-made proposal templates for specific industries, usable without a designer.
Word and PDF import An existing document imported with its layout intact and turned into an editable proposal. A Word file turns into an editable proposal, but without margins, page colours and a table of contents, while a PDF comes in as non-editable pages A PDF comes in as images, with no text editing
Multi-currency and tax Quotes in multiple currencies with the correct tax rates for the recipient's country. One currency for the whole proposal, with tax rates entered by hand and no matching to the recipient's country Currency and tax set by hand
Recurring payments Collecting not just a one-off payment from the proposal, but a recurring subscription charge too. A subscription charge taken through the payment gateway on higher plans, alongside splitting a single amount into instalments with dates counted from the proposal closing or taken from a calendar
Team & contact management
Sales team management The whole team's proposals in one place, with roles and permissions control. Roles, permissions and user groups from the Grow plan
Contact book All client data - people and companies - in one place; data from the first send is saved automatically as a new contact.
Team activity reports Automatic reports showing the sales team's results. Account metrics in the dashboard from the Grow plan
Maximum team size The maximum number of accounts in the team, depending on the plan.
Notification settings Choose which notifications you get, how often and through which channel.
Assigning sections to authors Parts of the proposal assigned to specific people, so each fills in their own section.
Integrations
CRM integrations Sending proposals directly from popular CRM systems - Pipedrive, HubSpot, Salesforce, Livespace, Bitrix24, Raynet, Firmao, Zoho, Monday, MS Dynamics 365, Baseline. More than 10 CRMs including Pipedrive, HubSpot and Zoho, with Salesforce for an extra fee HubSpot, Pipedrive and Zoho among others, with Salesforce as a paid add-on
API access Connecting with other tools and exchanging data via API. On the top plan for an extra fee, and every proposal created this way counts against a credit pool - free in the account's first year, purchased after that From the Grow plan
Browser extension An extension for Chrome, Edge and Firefox - send a tracked proposal from any page, without opening the panel. A Chrome extension for sending and signing without leaving the page, with no Edge or Firefox
Email integration Sending proposals from your own email address; with an IMAP connection, proposals also land in your Sent folder.
Outlook integration Sending and tracking proposals straight from Outlook.
Callpage integration The proposal recipient requests a quick callback in one click.
MCP server Access to sales data from AI apps (Claude, ChatGPT) - without manually searching through proposals. Connectors for Claude and ChatGPT on all plans, except accounts on EU servers A connection to Claude on every plan
Webhooks Notifications about proposal events sent to external systems (Zapier, Make, n8n, CRM).
Security
Signer identity verification Confirming who is signing - by SMS code, an identity document or bank login. A check of an identity document or questions from public records, at USD 2 per attempt on higher plans, with the questions working only for US citizens
Proposal access controls Securing the document with a password or limiting access exclusively to selected email addresses. An access code, SMS code or email code before the proposal opens, on higher plans
Audit trail An immutable log of document events - who did what and when, available for review in case of a dispute. A log of proposal status changes with CSV export, covering identity verification attempts and payment events as well
GDPR compliance Data stored securely and lawfully, in line with GDPR. GDPR and eIDAS compliance, with EU server selection on the top plan
Data security Data stored securely in the cloud, with regular backups. SOC 2 Type 2 certification
Company account sign-in (SSO) Signing in through the company identity provider, with no separate password for the tool. SAML 2.0 login with Okta, OneLogin or Microsoft AD, on the top plan, and on the lower plan as an add-on at USD 20 per user per month On the Scale plan
Dynamic watermark A watermark stamped onto the document with the specific viewer's details - their address, IP and time of viewing.
NDA before access A non-disclosure agreement the recipient must accept before the document content becomes visible.
Folder and file permissions Access granted separately per file and folder, instead of one shared link to everything. Collaborators get access only to the proposals they are added to
Support & onboarding
Technical support Ongoing technical support for any questions or issues. Email and chat support on weekdays
Dedicated account manager A dedicated manager on hand to help when needed. An account manager assigned by arrangement with the vendor On the Scale plan
Team onboarding and training Personalized onboarding and training on how to get the most out of the tool. Onboarding in four packages, with a kickoff call and training for admins and the team On the Scale plan, or as a USD 2,000 Launch Kit on Grow
Plan limits
Number of proposals/recipients Control over the number of proposals in the plan and the number of recipients per billing period. 60 proposals a year and two recipients per proposal on the free plan, unlimited on paid ones Unlimited documents on every plan
Pricing
Pricing Prices in USD per user per month, billed annually. As of October 2026. USD 0 / 19 / 49 per user per month Build USD 39, Grow USD 65 per user per month; Scale USD 12,800 a year for 10 users

What matters most to you?

A free start and contracts in the same tool

  • PandaDoc has a free plan with 5 documents a month. Its higher plans keep signed documents in a contract repository. Proposify offers a 14-day trial, after which Build costs USD 39 per user a month on annual billing, and it has no contract repository.

Control over what reps send

  • Proposify Grow lets you lock pages and single elements by role and require approval when the total, a discount or a line item discount crosses a limit. PandaDoc Business also has approval workflows, and content locking is optional there.

What the client did with the proposal

  • Both tools notify you when a client opens the proposal and show time spent in each section. Neither has heatmaps or session recordings, and neither tells you which client to call first.
An alternative: Sellizer

Proposals plus a closer look at client interest

  • Consider Sellizer if you want to create proposals yourself or with AI, then see in detail how recipients read them. Heatmaps and session recordings show what clients read, skip or come back to, and the Priority indicator shows who is active right now.

What does each plan cost, and what is included?

We compare PandaDoc Business with Proposify Build and Grow, the plans that include a product catalog and CRM integrations. Prices are in USD per user, excluding taxes, with a full year paid upfront.

PandaDoc Business

USD 49 per user per month, billed annually

  • Proposal editor, templates and content library.
  • Product catalog and pricing tables.
  • Unlimited e-signatures and payment collection.
  • CRM integrations, with Salesforce as a paid add-on.
  • Approval workflows.
  • Deal rooms.
  • Custom branding.
Proposify Build

USD 39 per user per month, billed annually (USD 49 billed monthly)

  • Unlimited documents and e-signatures.
  • Drag-and-drop editor with embedded video.
  • Content library and product catalog.
  • AI writing and an MCP server for Claude.
  • Notifications and document analytics.
  • Integrations and workflow automation.
Proposify Grow

USD 65 per user per month, billed annually

  • Everything in Build.
  • Roles and permissions, with locked pages and elements.
  • Approval workflows.
  • Account metrics.
  • Custom fields and variables.
  • API access.

How much does a plan cost for five people?

USD 2,940 Annual cost of PandaDoc Business 5 users x USD 49 x 12 months
USD 2,340 Annual cost of Proposify Build 5 users x USD 39 x 12 months
USD 3,900 Annual cost of Proposify Grow 5 users x USD 65 x 12 months

Prices with annual billing, excluding taxes and add-ons. Proposify Scale costs USD 12,800 a year for 10 users. As of October 2026.

PandaDoc or Proposify: which should you choose?

Pick PandaDoc if you want to start for free and keep the proposal, the contract, the signature and the payment in one place. Pick Proposify if your team sends many similar proposals and a manager needs to control templates and discounts. On a budget, Proposify Build is the cheaper paid plan, but approvals start only on Grow.

See how PandaDoc compares with Sellizer in Sellizer vs PandaDoc, browse our list of PandaDoc alternatives, or read PandaDoc vs DocSend if you also share finished files. What a tracked proposal tells you after sending is explained on proposal tracking software.

1

PandaDoc

For proposals, contracts and payments in one place

Choose PandaDoc if you want to start for free and handle the whole deal in one tool: the proposal, the contract, the signature and the payment.

What you gain

  • Start on the free plan: 5 documents a month with the editor, tracking and notifications.
  • Business adds a product catalog, pricing tables, approval workflows and deal rooms.
  • Clients sign and pay inside the document, and higher plans keep signed contracts in a repository.
  • Connect PandaDoc to ChatGPT or Claude through MCP, in beta on all plans.

What to consider

  • On Starter and Business, CRM integrations, web forms, bulk send and the API are marked as needing usage credits or a paid add-on. Check the order form before you rely on them.
2

Proposify

For teams that send many similar proposals

Choose Proposify if your team builds proposals and quotes from shared templates and a manager needs control over what goes out.

What you gain

  • Unlimited documents and e-signatures on every plan, Build included.
  • Buyers pick optional fees and change quantities in an interactive quote.
  • On Grow, roles lock pages and single elements, and approval rules react to the total or a discount.
  • Proposify's designers can build an on-brand template: USD 1,500 on Build, included in the USD 2,000 Launch Kit on Grow.

What to consider

  • There is no free plan, only a 14-day trial. Salesforce is a paid add-on, and SSO comes with Scale, which costs USD 12,800 a year for 10 users.
3

Sellizer

An alternative from the team behind this comparison: proposal creation and sales analytics

Choose Sellizer if you want to prepare proposals faster and know what happens after you send them. See what catches clients' attention, who returns to a proposal and who could use a reminder.

What you gain

  • Send your own PDF or build a proposal in the dedicated editor, with or without AI. AI can create a proposal from scratch, improve an existing one, including one based on your PDF, or fill a template with client details. Proposals built in the editor use your logo and colors, and you can keep editing the content.
  • Heatmaps and session recordings show which sections clients view, skip or revisit. See what catches their attention and use those insights to improve future proposals.
  • Priority highlights clients who are active now, such as those returning to a proposal or downloading files. This helps you decide who to contact first.
  • Engagement remembers the highest level of interest a client has shown. It also highlights people who spent time reviewing a proposal but have not returned to it for a while.
  • Get an SMS alert when a proposal is first opened, while automatic follow-ups remind clients about it. Connect through MCP to ask AI about client activity and the performance of proposals you have sent.

What to consider

  • Sellizer does not have a built-in electronic signature. Send the document separately through PandaDoc or Proposify when you need it signed.
Try it free for 14 days

PandaDoc vs Proposify: frequently asked questions

Is PandaDoc better than Proposify?

It depends on the job. PandaDoc suits teams that want a free start and one tool for proposals, contracts, signatures and payments. Proposify suits teams that send many proposals from shared templates and need roles, locked content and approval rules, which come with the Grow plan at USD 65 per user a month, billed annually.

Does Proposify have a free plan?

No. Proposify offers a 14-day trial with no card required. The cheapest plan, Build, costs USD 39 per user a month billed annually or USD 49 billed monthly. PandaDoc has a free plan with 5 documents a month.

Is Proposify good?

For proposals and quotes it is a solid choice: a drag-and-drop editor, a content library, a product catalog, interactive quotes and unlimited e-signatures on every plan. It has no free plan, no heatmaps or session recordings, and nothing that tells you which client to contact first. Check whether you need those before you buy.

Which is cheaper, PandaDoc or Proposify?

For a team of five on annual billing, PandaDoc Business costs USD 2,940 a year, Proposify Build USD 2,340 and Proposify Grow USD 3,900. Build has no approval workflows, which PandaDoc includes in Business. We checked the prices on both vendors' pricing pages in October 2026; taxes and add-ons are not included.

What are the alternatives to PandaDoc and Proposify?

Other proposal tools include Qwilr, plus DocuSign for signatures and DocSend for sharing finished files. If you mainly want to know what clients do after receiving a proposal, Sellizer tracks PDF proposals and proposals built in its editor, and shows who to follow up with first. See our list of PandaDoc alternatives.

Send a proposal with Sellizer. See what your client does next.

Try it free for 14 days