COMPARISON

PandaDoc vs Proposify

Here's the low-down: Proposify exclusively focuses on sales teams, while PandaDoc is more versatile for generating invoices, proposals, and quotes. And consider Docupilot if you need high flexibility at a low, fair cost, for document automation.

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PandaDoc vs Proposify: What They Offer

PandaDoc and Proposify are quite popular among businesses that deal with large volumes of invoices, sales proposals and legal contracts. With document automation, workflow management, digital signatures, and seamless sharing, users recoup previous hours and days spent on manually creating contracts and proposals on docs and spreadsheets.

While Proposify outclasses Pandadoc with its powerful templates that specifically cater to sales teams, Pandadoc outscores Proposify in terms of usability (based on G2) and bulk document creation capabilities. Our comparison revealed that while Pandadoc acts as a one-stop shop for document generation needs, Proposify positions itself as a proposal generation software for sales teams.

However, it goes without saying, both Pandadoc and Proposify relieve you from lots of repetitive administrative work.

What is Docupilot?

Docupilot automates various document management tasks by simplifying contract creation, editing and sharing contracts, ensuring confidentiality and compliance and so on. Docupilot scores above its competitors with this value pricing, flexibility in creating templates, and ample integrations making the platform super accessible for users from various business functions.

Continue reading to find the perfect tool that will streamline document workflows for you and your team.

So what are these?

What is PandaDoc?

PandaDoc has enabled teams to efficiently create, sign, and manage proposals and agreements. It is a comprehensive document automation and e-signature solution that simplifies workflows and increases business efficiency. PandaDoc focuses on enhancing productivity and transparency when handling documents.

What is Proposify?

Proposify offer features tailored to streamline the process of creating, sending, and managing proposals. It's primarily used by sales teams and business development professionals to create customized proposals using templates, collaborate with team members, and track the progress of each proposal with clients. Proposify aims to improve the efficiency and effectiveness of proposal management by providing tools for design, collaboration, and analytics.

comparison

Docupilot vs PandaDoc vs Proposify

Ease of Use

Flexible and Intuitive

Limited flexibility

Flexibile

Templates

Supports building any kind of Document Templates (Word, PDF, Powerpoint, Excel, HTML)

Has 1000's of templates

Has some pre-built templates

Building Custom Templates

Ease of building templates

Flexible. Create templates the way you like, in the style you like.

Supported, but limited in terms of features

Supported, but limited only to their native editor

Document Editor

Automated Document Generation

Bulk Document Generation

Integrations

API Access

API Access in all plans, No separate pricing.

Clean and Simple Doc-Gen API.

Separate API Pricing

Only available in Business Plan

Price

Very affordable and simple pricing

(priced by volume with reasonably priced add-ons)

Highly priced

2 plans at 35$/mo and 65$/mo

Most needed features available in custom-priced enterprise plans

Highly priced

Only 1 public pricing for 49$/user/month

Most needed features like Approvals, Roles & Permissions are available only in Business plan (price undisclosed)

Value offering

Useful for all types of businesses and business functions.

Fully automated document creation workflows and saves numerous hours

Widely used by businesses that generate standard documents like invoices, quotations, payment receipts, etc and sign them

Used by sales teams

Dynamic images

Highly customizable insertion of images

Limited customization

Fixed assets/Limited customization

Dynamic Map, QR Code, Barcode

Dynamic Tables

Custom Graphics

Custom Image and Video assets are supported

Custom Themes

Generate Images similar to generating PDFs

Basic Conditional statements

Advanced Conditional Statements

Advanced text formatting

Numerical calculations

Advanced numerical calculations can be performed with ease

Limited Support (only for pricing tables, etc)

Signing

Integrates with multiple signing platforms

Multi-User Collaboration

Revision History

Coming Up

Partially supported in form of Activity Feed

Export

Supported (PDF, Word, Excel, PowerPoint & HTML)

Supported (PDF)

Automation

Workflow

Coming Up

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Reviews of PandaDoc

Pros

Ease of use: Users praise PandaDoc for its ease of use. It allows users to quickly send electronic documents and set reminders, with a straightforward learning process due to its intuitive design. The platform's functionality, including document creation and formatting, is noted for its simplicity and efficiency, significantly reducing the time required to produce professional-looking documents.

Digital signature: Highly regarded for its reliability and user-friendliness. It offers useful functionalities such as signature order settings, the ability to copy individuals without requiring a signature, and a signing date lock that allows us to insert a date range that forces the date of the signature at time of signing. Users can also track document views and signatures.

Customer Support: Users feel that customer support is readily available 24x7

Cons

Form Issues: Users find the auto-alignment feature, which automates aligning dynamic fields on the contract, a bit difficult to use. Users also experience fields getting automatically misaligned. Moreover, sometimes, changing and removing fields is difficult in PandaDoc.

Signature Issues: Users complain that despite the platform working fine, the UI/UX for the recipient who signs the contract is bad.

What do you dislike about PandaDoc?

Only suitable for ~50% of my project proposals. Buggy document editing makes it less convenient than a PPT. Being limited to Google Fonts is another big one.

With Docupilot, automate any type of document with highly customizable templates.

What do you dislike about PandaDoc?

The pricing model is the worst that I have seen from any eSignature provider - $1068 per year just to use the API. The embedded document creation process is an SDK with zero control over the user experience.

With Docupilot, you get a simple and flexible pricing model.

Reviews of Proposify

Pros

Templates: Since Proposify is specifically designed for use cases involving sales teams, its templates are highly intuitive and actionable, enabling users to send proposals faster and reduce deal closure times.

Customer Support: Proposify's customer support is distinguished by its attentiveness and proactive approach. Users commend the team's dedication to understanding unique business needs, customizing solutions, and providing comprehensive training. This high level of support enhances user experience, ensuring both functionality and ease of use in proposal management.

Cons

Slow editor: Users report that Proposify's editor can sometimes exhibit slowness and require page refreshes for optimal performance. Challenges include the persistence of customizations, such as font colors and alignments, which occasionally revert to default settings during prolonged use. Despite improvements, inconsistencies in loading times and tool responsiveness remain areas for potential enhancement.

Steep learning curve: Proposify's editor, while robust, presents a steep learning curve, particularly when customizing proposals. Users find it challenging to navigate initial setup and make extensive modifications without frequent use. This complexity can lead to errors among infrequent users, highlighting a need for more intuitive design and improved accessibility features.

What do you dislike about Proposify?

Very difficult to make changes to my doc. Furthermore IT makes random changes to my doc without my knowledge. Got me in trouble with some contracts it mistakenly modified.

Docupilot is intuitive and offers flexibility with using more standard editors like MS Word, Google Docs, etc. Our online editor offers a flexibly and stable template building experience.

What do you dislike about Proposify?

Functionality should be more intuitive, less cumbersome. Key strokes and basic editing methods should be more similar to existing mainstream design-type products.

Docupilot offers a familiar editing experience and supports document templates that are created using well-known softwares like MS Word, Google Docs, Sheets, Powerpoint, etc.

Why Docupilot?

Docupilot’s document automation platform is the most affordable and offers most features for workflow automation among the trio.

Docupilot differentiates itself as a valuable alternative with these features: highly intuitive UI, extensive workflow automation, dynamic tables, lists, images, QR codes, bar codes, support for custom themes and graphic, advanced automations, integration with Zapier and a wide range of CRMs, ERPs, online forms and databases.

Moreover, unlike its competitors’ per-user pricing model, Docupilot stands out with credit-based pricing. With a credit-based pricing model, users can choose plans based on how much they use the product rather than paying for features that may go unused. This flexibility can benefit businesses with fluctuating needs or project-based requirements.

Our Verdict

Choosing between Pandadoc and Proposify depends on your specific use case. Do you want a tool that is super comprehensive in features? Or do you want a tool that is specifically designed for sales teams?

Based on our analysis, we believe that PandaDoc wins over users with its ease of use, extensive template library, and comprehensive document management features — ideal for businesses looking to streamline their proposal and agreement processes. It integrates well with a variety of other tools, including CRM systems, which makes it a strong choice for businesses looking for a seamless addition to their existing workflows.

Conversely, Proposify is apt for sales teams that offer a wide array of service lines and will need to customize proposals for each service. It offers a detailed analytics dashboard, which can be particularly valuable for teams looking to closely monitor proposal performance and client interactions. Users often highlight Proposify's exceptional customer support and its ability to create highly tailored proposal templates.

DocuPilot differentiates itself with its affordability, flexibility, and a strong focus on automation and integration capabilities. Its credit-based pricing model and comprehensive workflow automation features — an attractive option for businesses of all sizes looking for a document automation platform without committing to per-user pricing schemes.

PandaDoc vs Proposify