Link copied to clipboard # PandaDoc vs Proposify Comparison - What are their main differences? Share [ Export ](/compare/pandadoc/proposify/export.csv) PandaDocProposify[+ Add Product](#) Reviews **PandaDoc** [ 4.7/5(3,828) ](https://www.g2.com/products/pandadoc/reviews#reviews) **Proposify** [ 4.6/5(1,144) ](https://www.g2.com/products/proposify/reviews#reviews) Pricing **PandaDoc** Free Trial **$19.00** 1 Seat cost Per Month · Essentials **Proposify** Free Trial **$19.00** 1 User Per Month · Basic **Pricing Insights** from reviews Time to Implement **PandaDoc** 1 month Based on 882 responses **Proposify** 1 month Based on 285 responses Return on Investment **PandaDoc** 8 months Based on 801 responses **Proposify** 6 months2 months sooner Based on 249 responses Perceived Cost **PandaDoc** $$$$$ **Proposify** $$$$$ Average Discount **PandaDoc** 9%2% more **Proposify** 7% ![PandaDoc](https://images.g2crowd.com/uploads/product/hd_favicon/97320b34486db82a48d7af098a34228d/pandadoc.svg "PandaDoc") ![Proposify](https://images.g2crowd.com/uploads/product/hd_favicon/c9c4f4613d98269846967bdb81d04f85/proposify.svg "Proposify") G2 offers free advice on this comparison. 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Pros & Cons **PandaDoc** [ Ease of Use (665) ](https://www.g2.com/products/pandadoc/reviews?filters%5Bsentiment_snippet%5D=1640374&qs=pros-and-cons#reviews)[ Document Management (333) ](https://www.g2.com/products/pandadoc/reviews?filters%5Bsentiment_snippet%5D=1643902&qs=pros-and-cons#reviews)[ Signature Issues (107) ](https://www.g2.com/products/pandadoc/reviews?filters%5Bsentiment_snippet%5D=1642674&qs=pros-and-cons#reviews)[ Missing Features (105) ](https://www.g2.com/products/pandadoc/reviews?filters%5Bsentiment_snippet%5D=1643969&qs=pros-and-cons#reviews) **Proposify** [ Ease of Use (25) ](https://www.g2.com/products/proposify/reviews?filters%5Bsentiment_snippet%5D=1453546&qs=pros-and-cons#reviews)[ Templates (17) ](https://www.g2.com/products/proposify/reviews?filters%5Bsentiment_snippet%5D=1453357&qs=pros-and-cons#reviews)[ Limited Customization (14) ](https://www.g2.com/products/proposify/reviews?filters%5Bsentiment_snippet%5D=1453701&qs=pros-and-cons#reviews)[ Difficult Editing (11) ](https://www.g2.com/products/proposify/reviews?filters%5Bsentiment_snippet%5D=1454892&qs=pros-and-cons#reviews) Integrations **PandaDoc** [ ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/large_detail/large_detail_24587f96a3fcccbd1a27958aacca893c/actionstep.png "Product Avatar Image") Actionstep ](https://www.g2.com/products/actionstep/reviews)[ ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/large_detail/large_detail_d06214a78a4c42bbd28cfa5c5d8b7b38/acuity-scheduling.png "Product Avatar Image") Acuity Scheduling ](https://www.g2.com/products/acuity-scheduling/reviews)[ ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/large_detail/large_detail_e89d21750715f4646ed61c011b2917dc/adobe-acrobat.png "Product Avatar Image") Adobe Acrobat ](https://www.g2.com/products/adobe-acrobat/reviews)[ ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/large_detail/large_detail_d6baa37f3fd778d1adc429bf82873583/agiloft-agiloft-contract-management-suite%282%29.png "Product Avatar Image") Agiloft Contract Management... ](https://www.g2.com/products/agiloft-agiloft-contract-management-suite/reviews)[ View all ](https://www.g2.com/products/pandadoc/integrations) **Proposify** [ ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/large_detail/large_detail_33bf0f3bc32f7c2002d5b0b2c89e7c1d/aspirecrm.jpg "Product Avatar Image") AspireCRM ](https://www.g2.com/products/aspirecrm/reviews)[ ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/large_detail/large_detail_9a4b1c59a10899f84ef2b2071e2037ce/dynamics-365-sales.png "Product Avatar Image") Microsoft Dynamics 365 Sales ](https://www.g2.com/products/dynamics-365-sales/reviews)[ ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/large_detail/large_detail_92f791c125019514c13f2138425a640b/hubspot-sales-hub.png "Product Avatar Image") HubSpot Sales Hub ](https://www.g2.com/products/hubspot-sales-hub/reviews)[ ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/large_detail/large_detail_11df00d92568ecc89d4d15e072df8cc6/pipedrive.png "Product Avatar Image") Pipedrive ](https://www.g2.com/products/pipedrive/reviews)[ View all ](https://www.g2.com/products/proposify/integrations) Screenshots **PandaDoc** ![PandaDoc screenshot](https://images.g2crowd.com/cdn-cgi/image/width=600,height=600,fit=scale-down,format=auto,onerror=redirect,/https://images.g2crowd.com/uploads/attachment/file/112069/templates_2x-min.png) **Proposify** ![Proposify screenshot](https://images.g2crowd.com/cdn-cgi/image/width=600,height=600,fit=scale-down,format=auto,onerror=redirect,/https://images.g2crowd.com/uploads/attachment/file/162261/Screenshot-2026-02-06-at-9.02.47-AM.png) Ratings Meets Requirements **PandaDoc** 9.2 9.22,852 **Proposify** 9.1 9.1877 Ease of Use **PandaDoc** 9.2 9.22,888 **Proposify** 8.5 8.5882 Ease of Setup **PandaDoc** 9.1 9.11,907 **Proposify** 8.5 8.5555 Ease of Admin **PandaDoc** 9.1 9.11,437 **Proposify** 9.0 9.0471 Quality of Support **PandaDoc** 9.0 9.02,323 **Proposify** 9.2 9.2783 Has the product been a good partner in doing business? **PandaDoc** 9.2 9.21,412 **Proposify** 9.4 9.4462 Product Direction (% positive) **PandaDoc** 9.1 9.12,612 **Proposify** 9.2 9.2812 Features E-Signature[Hide 79 FeaturesShow 79 Features](javascript:void(0);) 8.4 2,059 8.9 332 Signature Process Document Signing 9.6(won by 0.2) 1849 | Verified 9.4 285 Reminders and Expirations 9.1(won by 0.1) 1631 | Verified 9.0 263 Sign-In Process 9.4(won by 0.2) 1683 | Verified 9.2 279 Mobile Signatures 9.0(won by 0.3) 1450 | Verified 8.7 227 Signature Workflow 9.3(won by 0.3) 1590 | Verified 9.0 247 Reporting 8.7 1294 | Verified 8.8(won by 0.1) 241 Signature Document Creation 9.3(won by 0.2) 1599 | Verified 9.1 263 Bulk Digital Signatures 8.6(won by default) 1078 | Verified Feature Not Available Multi-Party Signing 8.3(won by default) 6 Not enough data Electronic Signature 9.5(won by default) 20 Not enough data Agentic AI - E-Signature Autonomous Task Execution 7.4 180 9.2(won by 1.8) 6 (There is a greater than 0.5 difference between this product's rating and its competitors) Cross-system Integration 7.6 177 9.4(won by 1.8) 6 (There is a greater than 0.5 difference between this product's rating and its competitors) Adaptive Learning 7.6 175 8.3(won by 0.7) 7 (There is a greater than 0.5 difference between this product's rating and its competitors) Natural Language Interaction 7.6 175 8.6(won by 1.0) 6 (There is a greater than 0.5 difference between this product's rating and its competitors) Decision Making 7.5 176 8.6(won by 1.1) 6 (There is a greater than 0.5 difference between this product's rating and its competitors) Proactive Assistance 7.4(won by default) 175 Not enough data Third-Party Integrations Not enough data Not enough data Multi-Language Not enough data Not enough data Security and Scalability Regulatory Compliance 9.2(won by 0.3) 1316 | Verified 8.9 217 Signature History and Audit 9.4(won by 0.4) 1463 | Verified 9.0 235 Enterprise Scalability 9.0(won by 0.2) 1150 | Verified 8.8 211 Platform Custom Branding 8.7 1095 | Verified 9.0(won by 0.3) 229 User, Role, and Access Management 8.9(tied score) 1150 | Verified 8.9(tied score) 209 Internationalization 8.6(won by 0.1) 885 | Verified 8.5 174 Performance and Reliability 9.2(won by 0.4) 1230 | Verified 8.8 224 Integration APIs 8.3(won by 0.1) 918 | Verified 8.2 174 Template Management 5.1(won by default) 12 Not enough data Forms Management 6.0(won by default) 5 Not enough data Document Management 9.2(won by default) 6 Not enough data Email Management Not enough data Not enough data Mobile Access Not enough data Not enough data Contact Management Not enough data Not enough data Compliance Management Not enough data Not enough data Workflow Management Not enough data Not enough data Contract/License Management Not enough data Not enough data Renewal Management Not enough data Not enough data Registration Management Not enough data Not enough data Event Management Not enough data Not enough data Marketing Management Not enough data Not enough data Expiration Management Not enough data Not enough data Offline Access Not enough data Not enough data Video Management Not enough data Not enough data Additional Functionality File Sharing Not enough data Not enough data Approval Process Control Not enough data Not enough data Alerts/Notifications Not enough data Not enough data Authentication Not enough data Not enough data Data Security Not enough data Not enough data Reminders Not enough data Not enough data Reporting & Statistics Not enough data Not enough data Access Controls/Permissions Not enough data Not enough data Version Control Not enough data Not enough data Single Sign On Not enough data Not enough data Audit Trail Not enough data Not enough data AI Copilot Not enough data Not enough data Activity Dashboard Not enough data Not enough data Encryption Not enough data Not enough data Signature Capture Not enough data Not enough data Document Conversion Not enough data Not enough data Drag & Drop Not enough data Not enough data Archiving & Retention Not enough data Not enough data Team Collaboration Not enough data Not enough data Generative AI Not enough data Not enough data Status Tracking Not enough data Not enough data Customizable Fields Not enough data Not enough data Searchable Database Not enough data Not enough data QR Codes Not enough data Not enough data Two-Factor Authentication Not enough data Not enough data Search/Filter Not enough data Not enough data Multi-Location Not enough data Not enough data Real-Time Data Not enough data Not enough data Data Synchronization Not enough data Not enough data Age Verification Not enough data Not enough data Customer Database Not enough data Not enough data Secure Data Storage Not enough data Not enough data Waiver Kiosk Not enough data Not enough data Data Import/Export Not enough data Not enough data Photo Capture Not enough data Not enough data Conditional Logic Not enough data Not enough data Customizable Templates Not enough data Not enough data CPQ[Hide 65 FeaturesShow 65 Features](javascript:void(0);) 8.7 408 8.6 143 Configuration - cpq Product Catalog 8.8(won by 0.1) 77 | Verified 8.7 28 Guided Selling 8.9(won by 0.4) 32 | Verified 8.5 19 Configuration Rules 8.7(won by 0.3) 73 | Verified 8.4 25 Price Configuration 8.7(tied score) 73 | Verified 8.7(tied score) 26 Visual Configuration 8.8(won by 0.1) 72 | Verified 8.7 28 Pricing Pricing Flexibility 8.4(tied score) 78 | Verified 8.4(tied score) 35 Discounting 8.0 77 | Verified 8.3(won by 0.3) 30 Commerical Rules 8.4 67 | Verified 8.5(won by 0.1) 27 Terms and Conditions 8.9 74 | Verified 9.0(won by 0.1) 32 Approval Workflow 8.8 70 | Verified 9.0(won by 0.2) 33 Renewals 8.6 61 | Verified 8.7(won by 0.1) 21 Quoting Grouping 8.4 68 | Verified 9.0(won by 0.6) 25 (There is a greater than 0.5 difference between this product's rating and its competitors) Version Control 8.2 69 | Verified 8.9(won by 0.7) 24 (There is a greater than 0.5 difference between this product's rating and its competitors) Quote Document Generation 8.9 83 | Verified 9.4(won by 0.5) 29 (There is a greater than 0.5 difference between this product's rating and its competitors) Ordering 8.6(tied score) 62 | Verified 8.6(tied score) 22 Contracts 8.9 80 | Verified 9.1(won by 0.2) 27 Approval Process Control Not enough data Not enough data Admin Configuration Ease of Admin 9.2(won by 0.3) 238 | Verified 8.9 97 Pricing Administration 8.9(won by 0.2) 211 | Verified 8.7 95 Workflow Management 8.9(won by 0.2) 201 | Verified 8.7 84 Document Management 9.2(won by 0.5) 235 | Verified (There is a greater than 0.5 difference between this product's rating and its competitors) 8.7 97 Contact Management Not enough data Not enough data Discount Management Not enough data Not enough data Catalog Management Not enough data Not enough data Contract/License Management Not enough data Not enough data Renewal Management Not enough data Not enough data Price/Margin Management Not enough data Not enough data Order Management Not enough data Not enough data Channels Mobile User Support 8.4(won by 0.3) 64 | Verified 8.1 21 Channel Partner Support 8.5(won by 0.1) 54 | Verified 8.4 18 eCommerce 9.0(won by 1.4) 29 | Verified (There is a greater than 0.5 difference between this product's rating and its competitors) 7.6 17 Platform CRM Integration 8.6(won by 0.1) 176 | Verified 8.5 85 Integration API 8.8(won by 0.4) 153 | Verified 8.4 73 Internationalization 9.0(won by 0.3) 156 | Verified 8.7 61 Scalability 9.4(won by 0.3) 214 | Verified 9.1 96 Reporting and Dashboards 8.9(won by default) 221 | Verified Feature Not Available ERP Integration 8.8(won by default) 13 Not enough data Activity Dashboard Not enough data Not enough data Third-Party Integrations Not enough data Not enough data Generative AI - cpq Dynamic Quoting Not enough data Not enough data Dynamic Pricing Not enough data Not enough data Personalized Sale Recommendations Not enough data Not enough data Additional Functionality Price and Cost Calculations Not enough data Not enough data Data Visualization Not enough data Not enough data Rules Engine Not enough data Not enough data Real-Time Data Not enough data Not enough data Quotes/Estimates Not enough data Not enough data Audit Trail Not enough data Not enough data Drag & Drop Not enough data Not enough data Access Controls/Permissions Not enough data Not enough data Sales Automation Not enough data Not enough data Document Storage Not enough data Not enough data AI Copilot Not enough data Not enough data CRM Not enough data Not enough data Customizable Templates Not enough data Not enough data Product Configurator Not enough data Not enough data Self Service Portal Not enough data Not enough data Forecasting Not enough data Not enough data Bills of Material Not enough data Not enough data Multi-Currency Not enough data Not enough data Generative AI Not enough data Not enough data Customizable Branding Not enough data Not enough data Electronic Signature Not enough data Not enough data Document Templates Not enough data Not enough data Reporting & Statistics Not enough data Not enough data Proposal[Hide 47 FeaturesShow 47 Features](javascript:void(0);) 8.6 1,250 8.7 696 Document Creation Customizability: Variables and Fields 8.8(won by 0.3) 948 | Verified 8.5 638 | Verified Template Creation and Flexibility 8.7(won by 0.2) 986 | Verified 8.5 653 | Verified Rich Media 8.3 791 | Verified 8.5(won by 0.2) 570 | Verified Online Document Creation 8.9(won by 0.2) 897 | Verified 8.7 611 | Verified PDF Creation 9.0 916 | Verified 9.1(won by 0.1) 633 | Verified Custom Branding 8.8 882 | Verified 9.2(won by 0.4) 623 | Verified Workflow Document Builder Interface 8.6(won by 0.3) 897 | Verified 8.3 607 | Verified Collaborative Creation 8.6(won by 0.2) 761 | Verified 8.4 495 | Verified Assembly and Approval Workflows 8.7(won by 0.1) 763 | Verified 8.6 486 | Verified Analytics Engagement Tracking 9.0 876 | Verified 9.2(won by 0.2) 617 | Verified Proposal Effectiveness Reporting 8.5 739 | Verified 9.0(won by 0.5) 557 | Verified (There is a greater than 0.5 difference between this product's rating and its competitors) Reporting and Dashboards 8.6 804 | Verified 8.9(won by 0.3) 573 | Verified Administration and Platform User, Role, and Access Management 8.8 839 | Verified 8.9(won by 0.1) 539 | Verified Alerts and Notifications 8.9 907 | Verified 9.0(won by 0.1) 608 | Verified CRM Integration 8.3(tied score) 778 | Verified 8.3(tied score) 449 | Verified Electronic Signature 9.2(tied score) 914 | Verified 9.2(tied score) 577 | Verified CPQ Integration 8.2(won by 0.2) 555 | Verified 8.0 256 | Verified API / Integrations 8.3(won by 0.1) 662 | Verified 8.2 390 | Verified Contract/License Management Not enough data Not enough data Knowledge Base Management Not enough data Not enough data Contact Management Not enough data Not enough data RFP Management Not enough data Not enough data Workflow Management Not enough data Not enough data Document Management Not enough data Not enough data Task Management Not enough data Not enough data API Not enough data Not enough data Generative AI AI Text Generation 7.4(won by default) 246 Feature Not Available Generative AI Not enough data Not enough data Proposal Generation Not enough data Not enough data Additional Functionality Templates 8.1(won by default) 8 Not enough data Collaboration Tools Not enough data Not enough data AI Copilot Not enough data Not enough data CRM Not enough data Not enough data Automatic Formatting Not enough data Not enough data Client Portal Not enough data Not enough data Access Controls/Permissions Not enough data Not enough data Quotes/Estimates Not enough data Not enough data Customizable Reports Not enough data Not enough data Content Library Not enough data Not enough data Data Import/Export Not enough data Not enough data Document Review Not enough data Not enough data Document Automation Not enough data Not enough data Reminders Not enough data Not enough data Audit Trail Not enough data Not enough data Reporting & Statistics Not enough data Not enough data Approval Process Control Not enough data Not enough data Version Control Not enough data Not enough data Contract Management[Hide 52 FeaturesShow 52 Features](javascript:void(0);) 9.0 1,279 8.5 250 Contract Management Platform Features Contract Creation 9.1(won by 0.2) 1016 | Verified 8.9 221 Customizable Templates 9.0(won by 0.2) 978 | Verified 8.8 225 Contract Editing 8.8(won by 0.5) 998 | Verified (There is a greater than 0.5 difference between this product's rating and its competitors) 8.3 222 Contract Attachments 8.9(won by 0.2) 891 | Verified 8.7 196 Contract Collaboration 8.9(won by 0.3) 873 | Verified 8.6 185 Approval Process 9.2(won by 0.4) 929 | Verified 8.8 206 Notifications & Reminders 9.1(won by 0.3) 997 | Verified 8.8 213 Contract Database 9.0(won by 0.3) 903 | Verified 8.7 206 Integrations / APIs 8.6(won by 0.4) 806 | Verified 8.2 185 Reporting & Dashboards 8.9(won by 0.3) 919 | Verified 8.6 211 Alerts/Notifications 7.2(won by default) 9 Not enough data Government Contracts Not enough data Not enough data Specialty Contracts Not enough data Not enough data Third-Party Integrations Not enough data Not enough data Generative AI AI Text Generation 8.1(won by 0.5) 268 (There is a greater than 0.5 difference between this product's rating and its competitors) 7.6 72 AI Text Summarization 8.2(won by default) 258 Feature Not Available Generative AI Not enough data Not enough data Agentic AI - Contract Management Autonomous Task Execution 7.9 82 8.1(won by 0.2) 6 Additional Functionality Electronic Signature 9.9(won by default) 40 Not enough data CRM 10.0(won by default) 11 Not enough data Digital Signature 10.0(won by default) 25 Not enough data Contract Drafting 9.1(won by default) 11 Not enough data Activity Tracking 10.0(won by default) 14 Not enough data Workflow Management 9.4(won by default) 9 Not enough data Document Storage 7.1(won by default) 7 Not enough data Customizable Fields 9.3(won by default) 7 Not enough data Completion Tracking 10.0(won by default) 15 Not enough data Document Management 9.2(won by default) 6 Not enough data Reporting/Analytics Not enough data Not enough data Full Text Search Not enough data Not enough data Data Import/Export Not enough data Not enough data Audit Management Not enough data Not enough data Customizable Reports Not enough data Not enough data Sell Side (Customers) Not enough data Not enough data Task Management Not enough data Not enough data Renewal Management Not enough data Not enough data Annotations Not enough data Not enough data Data Extraction Not enough data Not enough data Audit Trail Not enough data Not enough data Contract Negotiation Not enough data Not enough data Drag & Drop Not enough data Not enough data AI Redlining Not enough data Not enough data Version Control Not enough data Not enough data Contact Management Not enough data Not enough data Access Controls/Permissions Not enough data Not enough data AI Copilot Not enough data Not enough data Document Review Not enough data Not enough data Customizable Branding Not enough data Not enough data Configurable Workflow Not enough data Not enough data Compliance Tracking Not enough data Not enough data Buy Side (Suppliers) Not enough data Not enough data Payment Processing Not enough data Not enough data Document Generation[Hide 62 FeaturesShow 62 Features](javascript:void(0);) 8.4 836 8.3 205 Data Sources Software 8.8(won by 0.4) 610 8.4 158 Documents 9.1(won by 0.5) 673 (There is a greater than 0.5 difference between this product's rating and its competitors) 8.6 170 Spreadsheets 8.4(won by default) 519 Feature Not Available Generation Templates 9.2(won by 0.5) 707 (There is a greater than 0.5 difference between this product's rating and its competitors) 8.7 185 Branding 9.1(won by 0.3) 660 8.8 186 Automation Feature Not Available 8.2(won by default) 173 Email Templates Not enough data Not enough data Alerts/Notifications Not enough data Not enough data Document Templates Not enough data Not enough data Customizable Templates Not enough data Not enough data Delivery Workflow 9.2(won by 0.5) 643 (There is a greater than 0.5 difference between this product's rating and its competitors) 8.7 163 Batch 8.8(won by 1.2) 517 (There is a greater than 0.5 difference between this product's rating and its competitors) 7.6 130 Schedule Feature Not Available 8.4(won by default) 145 Compliance Management Not enough data Not enough data Workflow Management Not enough data Not enough data Generative AI AI Text Generation 7.9(won by 1.1) 218 (There is a greater than 0.5 difference between this product's rating and its competitors) 6.8 56 AI Text Summarization 7.9(won by default) 216 Feature Not Available AI Text-to-Image 7.7(won by default) 215 Feature Not Available AI Image-to-Text 7.7(won by default) 212 Feature Not Available Generative AI Not enough data Not enough data Document Generation Not enough data Not enough data Agentic AI - Document Generation Autonomous Task Execution 7.4 86 8.6(won by 1.2) 7 (There is a greater than 0.5 difference between this product's rating and its competitors) Additional Functionality Customizable Forms Not enough data Not enough data Multiple Format Support Not enough data Not enough data Activity Dashboard Not enough data Not enough data Activity Tracking Not enough data Not enough data Drag & Drop Not enough data Not enough data Digital Signature Not enough data Not enough data Collaboration Tools Not enough data Not enough data API Not enough data Not enough data Search/Filter Not enough data Not enough data Third-Party Integrations Not enough data Not enough data Text Editing Not enough data Not enough data Audit Trail Not enough data Not enough data Approval Process Control Not enough data Not enough data Content Management Not enough data Not enough data Multiple Output Formats Not enough data Not enough data Offline Access Not enough data Not enough data Data Import/Export Not enough data Not enough data Access Controls/Permissions Not enough data Not enough data Forms Management Not enough data Not enough data Data Synchronization Not enough data Not enough data Content Library Not enough data Not enough data Customizable Fields Not enough data Not enough data Multi-Language Not enough data Not enough data Data Storage Management Not enough data Not enough data Contract Drafting Not enough data Not enough data Archiving & Retention Not enough data Not enough data Full Text Search Not enough data Not enough data Interaction Tracking Not enough data Not enough data Contract/License Management Not enough data Not enough data Document Review Not enough data Not enough data Batch Processing Not enough data Not enough data Conditional Logic Not enough data Not enough data Document Management Not enough data Not enough data Document Storage Not enough data Not enough data Template Management Not enough data Not enough data Electronic Signature Not enough data Not enough data Reporting & Statistics Not enough data Not enough data Version Control Not enough data Not enough data AI Copilot Not enough data Not enough data Workflow Automation Not enough data Not enough data E-Notary[Hide 3 FeaturesShow 3 Features](javascript:void(0);) 9.3 47 Not enough data Functionality Remote Notarization 9.3(won by default) 39 Not enough data Journal Entries 9.3(won by default) 35 Not enough data Integration 9.2(won by default) 34 Not enough data Online Form Builder[Hide 44 FeaturesShow 44 Features](javascript:void(0);) 8.9 174 Not enough data Customization Custom Fields 9.1(won by default) 137 Not enough data Conditional Logic 8.7(won by default) 123 Not enough data Multi-page Forms 9.3(won by default) 136 Not enough data Design 9.2(won by default) 135 Not enough data Forms Creation & Design Not enough data Not enough data Additional Functionality Embedded Forms 8.9(won by default) 120 Not enough data Offline Capability 8.0(won by default) 113 Not enough data Notifications 9.4(won by default) 142 Not enough data Payments 8.7(won by default) 118 Not enough data Mobile Forms 9.0(won by default) 120 Not enough data Customizable Forms Not enough data Not enough data Real-Time Notifications Not enough data Not enough data Alerts/Notifications Not enough data Not enough data Additional Functionality Search/Filter Not enough data Not enough data AI Copilot Not enough data Not enough data Commenting/Notes Not enough data Not enough data Content Publishing Options Not enough data Not enough data Reporting & Statistics Not enough data Not enough data Content Library Not enough data Not enough data Document Classification Not enough data Not enough data Drag & Drop Not enough data Not enough data Customizable Branding Not enough data Not enough data SSL Security Not enough data Not enough data API Not enough data Not enough data Document Management Not enough data Not enough data Document Storage Not enough data Not enough data Collaboration Tools Not enough data Not enough data Data Capture and Transfer Not enough data Not enough data Autofill Not enough data Not enough data Multi-Channel Distribution Not enough data Not enough data Convert to PDF Not enough data Not enough data Customizable Templates Not enough data Not enough data Media Library Not enough data Not enough data Generative AI Not enough data Not enough data Full Text Search Not enough data Not enough data Surveys & Feedback Not enough data Not enough data Data Import/Export Not enough data Not enough data Forms Management Not enough data Not enough data Electronic Signature Not enough data Not enough data Third-Party Integrations Not enough data Not enough data Reporting/Analytics Not enough data Not enough data Workflow Management Not enough data Not enough data Template Management Not enough data Not enough data Mobile Access Not enough data Not enough data Salesforce AppExchange Apps[Hide 7 FeaturesShow 7 Features](javascript:void(0);) 8.3 10 Not enough data Agentic AI - Salesforce AppExchange Apps Autonomous Task Execution 8.5(won by default) 9 Not enough data Multi-step Planning 8.5(won by default) 9 Not enough data Cross-system Integration 8.3(won by default) 8 Not enough data Adaptive Learning 7.8(won by default) 9 Not enough data Natural Language Interaction 8.3(won by default) 9 Not enough data Proactive Assistance 8.5(won by default) 9 Not enough data Decision Making 8.3(won by default) 9 Not enough data Show 6 feature categories with incomplete data Artificial Intelligence[Hide 37 FeaturesShow 37 Features](javascript:void(0);) Not enough data Not enough data Additional Functionality Tagging Not enough data Not enough data Natural Language Processing Not enough data Not enough data Data Extraction Not enough data Not enough data Multi-Language Not enough data Not enough data Predictive Analytics Not enough data Not enough data Drag & Drop Not enough data Not enough data Speech Recognition Not enough data Not enough data Reporting/Analytics Not enough data Not enough data Data Storage Management Not enough data Not enough data Virtual Personal Assistant (VPA) Not enough data Not enough data AI Copilot Not enough data Not enough data Customer Segmentation Not enough data Not enough data Collaboration Tools Not enough data Not enough data Data Import/Export Not enough data Not enough data Generative AI Not enough data Not enough data For eCommerce Not enough data Not enough data Role-Based Permissions Not enough data Not enough data Customizable Branding Not enough data Not enough data Search/Filter Not enough data Not enough data Monitoring Not enough data Not enough data Document Management Not enough data Not enough data API Not enough data Not enough data Data Visualization Not enough data Not enough data Trend Analysis Not enough data Not enough data Machine Learning Not enough data Not enough data Access Controls/Permissions Not enough data Not enough data Alerts/Escalation Not enough data Not enough data Performance Metrics Not enough data Not enough data Real-Time Data Not enough data Not enough data Third-Party Integrations Not enough data Not enough data Mobile App Not enough data Not enough data Multiple Data Sources Not enough data Not enough data For Sales Teams/Organizations Not enough data Not enough data Sentiment Analysis Not enough data Not enough data Activity Dashboard Not enough data Not enough data Chatbot Not enough data Not enough data Workflow Automation Not enough data Not enough data Collaboration & Productivity[Hide 45 FeaturesShow 45 Features](javascript:void(0);) Not enough data Not enough data Additional Functionality Third-Party Integrations Not enough data Not enough data To-Do List Not enough data Not enough data @mentions Not enough data Not enough data Single Sign On Not enough data Not enough data File Management Not enough data Not enough data Activity Dashboard Not enough data Not enough data Drag & Drop Not enough data Not enough data Alerts/Notifications Not enough data Not enough data Prioritization Not enough data Not enough data Access Controls/Permissions Not enough data Not enough data Screen Sharing Not enough data Not enough data Content Management Not enough data Not enough data Brainstorming Not enough data Not enough data AI Copilot Not enough data Not enough data File Transfer Not enough data Not enough data Calendar Management Not enough data Not enough data Status Tracking Not enough data Not enough data Real-Time Notifications Not enough data Not enough data Version Control Not enough data Not enough data Task Management Not enough data Not enough data Activity Tracking Not enough data Not enough data Real Time Editing Not enough data Not enough data Communication Management Not enough data Not enough data Chat/Messaging Not enough data Not enough data Tagging Not enough data Not enough data Generative AI Not enough data Not enough data Assignment Management Not enough data Not enough data Task Scheduling Not enough data Not enough data Project Management Not enough data Not enough data Collaboration Tools Not enough data Not enough data Workflow Management Not enough data Not enough data Secure Data Storage Not enough data Not enough data File Sharing Not enough data Not enough data Document Storage Not enough data Not enough data Task Progress Tracking Not enough data Not enough data Discussions/Forums Not enough data Not enough data Commenting/Notes Not enough data Not enough data Reporting & Statistics Not enough data Not enough data Contact Management Not enough data Not enough data Video Conferencing Not enough data Not enough data Progress Tracking Not enough data Not enough data Mobile Access Not enough data Not enough data API Not enough data Not enough data Document Management Not enough data Not enough data Customizable Branding Not enough data Not enough data Document Management[Hide 78 FeaturesShow 78 Features](javascript:void(0);) Not enough data Not enough data Additional Functionality AI Copilot Not enough data Not enough data Generative AI Not enough data Not enough data Search/Filter Not enough data Not enough data Corrective and Preventive Actions (CAPA) Not enough data Not enough data Document Lifecycle Management Not enough data Not enough data Reminders Not enough data Not enough data Reporting & Statistics Not enough data Not enough data Customizable Templates Not enough data Not enough data Compliance Management Not enough data Not enough data For Medical Purposes Not enough data Not enough data For Legal Professionals Not enough data Not enough data Real-Time Notifications Not enough data Not enough data Risk Assessment Not enough data Not enough data Drag & Drop Not enough data Not enough data Collaboration Tools Not enough data Not enough data Workflow Management Not enough data Not enough data Activity Dashboard Not enough data Not enough data Quality Control Not enough data Not enough data Archiving & Retention Not enough data Not enough data Approval Process Control Not enough data Not enough data Secure Data Storage Not enough data Not enough data Mobile Access Not enough data Not enough data Version Control Not enough data Not enough data Task Management Not enough data Not enough data Indexing Not enough data Not enough data Alerts/Notifications Not enough data Not enough data Activity Tracking Not enough data Not enough data Disaster Recovery Not enough data Not enough data Multiple Format Support Not enough data Not enough data Change Management Not enough data Not enough data File Management Not enough data Not enough data File Sharing Not enough data Not enough data Document Management Not enough data Not enough data Document Automation Not enough data Not enough data Third-Party Integrations Not enough data Not enough data Access Controls/Permissions Not enough data Not enough data Data Import/Export Not enough data Not enough data Audit Trail Not enough data Not enough data Role-Based Permissions Not enough data Not enough data Audit Management Not enough data Not enough data API Not enough data Not enough data Rules-Based Workflow Not enough data Not enough data Electronic Signature Not enough data Not enough data Document Review Not enough data Not enough data Full Text Search Not enough data Not enough data Revision History Not enough data Not enough data Real-Time Reporting Not enough data Not enough data Forms Management Not enough data Not enough data Document Generation Not enough data Not enough data SSL Security Not enough data Not enough data Content Management Not enough data Not enough data Access Expiration Management Not enough data Not enough data Optical Character Recognition Not enough data Not enough data Document Classification Not enough data Not enough data Metadata Extraction Not enough data Not enough data Commenting/Notes Not enough data Not enough data Document Editing Not enough data Not enough data File Recovery Not enough data Not enough data Offline Access Not enough data Not enough data Annotations Not enough data Not enough data Compliance Tracking Not enough data Not enough data Email Management Not enough data Not enough data Customizable Branding Not enough data Not enough data Document Capture Not enough data Not enough data File Conversion Not enough data Not enough data Document Storage Not enough data Not enough data Tagging Not enough data Not enough data Automated Scheduling Not enough data Not enough data Metadata Management Not enough data Not enough data Document Templates Not enough data Not enough data Autosave Not enough data Not enough data For Engineering Documents Not enough data Not enough data Training Management Not enough data Not enough data Version Rollback Not enough data Not enough data Digital Signature Not enough data Not enough data Status Tracking Not enough data Not enough data Version Comparison Not enough data Not enough data Document Check-in/Check-out Not enough data Not enough data Quote Management[Hide 37 FeaturesShow 37 Features](javascript:void(0);) Not enough data Not enough data Additional Functionality AI Copilot Not enough data Not enough data Electronic Signature Not enough data Not enough data Approval Process Control Not enough data Not enough data Customer History Not enough data Not enough data Workflow Management Not enough data Not enough data Reminders Not enough data Not enough data Automated Quoting Not enough data Not enough data Price/Margin Management Not enough data Not enough data Contact Management Not enough data Not enough data Drag & Drop Not enough data Not enough data Pricing and Cost Calculations Not enough data Not enough data Calendar Management Not enough data Not enough data Catalog Management Not enough data Not enough data Client Portal Not enough data Not enough data Discount Management Not enough data Not enough data Real-Time Data Not enough data Not enough data Proposal Generation Not enough data Not enough data Billing & Invoicing Not enough data Not enough data Generative AI Not enough data Not enough data Customizable Branding Not enough data Not enough data Template Management Not enough data Not enough data Document Management Not enough data Not enough data Estimating Not enough data Not enough data Email Management Not enough data Not enough data Third-Party Integrations Not enough data Not enough data Reporting & Statistics Not enough data Not enough data Access Controls/Permissions Not enough data Not enough data Customizable Fields Not enough data Not enough data CRM Not enough data Not enough data Pricing Management Not enough data Not enough data API Not enough data Not enough data Accounting Integration Not enough data Not enough data Activity Dashboard Not enough data Not enough data Contract/License Management Not enough data Not enough data Electronic Payments Not enough data Not enough data Audit Trail Not enough data Not enough data Quotes/Estimates Not enough data Not enough data Contract Analytics[Hide 10 FeaturesShow 10 Features](javascript:void(0);) Not enough data Not enough data Platform Basics Data Extraction Not enough data Not enough data Contract Comparisons Not enough data Not enough data Artificial Intelligence Capabilities Text Analytics Not enough data Not enough data NLP Not enough data Not enough data OCR Not enough data Not enough data Contract Data Data Import Not enough data Not enough data Data Export Not enough data Not enough data Custom Reporting Not enough data Not enough data Clause Identification and Mapping Not enough data Not enough data Generative AI AI Text Summarization Not enough data Not enough data AI Proposal Generator Tools [Hide 13 FeaturesShow 13 Features](javascript:void(0);) Not enough data Not enough data Document Processing & Extraction - AI Proposal Generator Tools Requirement Identification & Tagging Not enough data Not enough data Multi-Format Document Ingestion Not enough data Not enough data RFP & Questionnaire Parsing Not enough data Not enough data AI Response Generation - AI Proposal Generator Tools Continuous Learning from Edits Not enough data Not enough data Response Personalization & Tone Control Not enough data Not enough data Contextual Answer Recommendations Not enough data Not enough data AI Draft Response Generation Not enough data Not enough data Content Management - AI Proposal Generator Tools Governed Content Library Not enough data Not enough data Content Versioning & Approval Controls Not enough data Not enough data Duplicate Detection & Content Optimization Not enough data Not enough data Collaboration & Workflow - AI Proposal Generator Tools SME Assignment & Task Routing Not enough data Not enough data Review & Approval Workflows Not enough data Not enough data Analytics & Performance - AI Proposal Generator Tools Proposal Performance Analytics Not enough data Not enough data User Insights Reviewers' Company Size [![PandaDoc](https://images.g2crowd.com/uploads/product/hd_favicon/97320b34486db82a48d7af098a34228d/pandadoc.svg "PandaDoc")](https://www.g2.com/products/pandadoc/reviews) PandaDoc Small-Business(50 or fewer emp.) 70.0% Mid-Market(51-1000 emp.) 26.3% Enterprise(\> 1000 emp.) 3.6% [![Proposify](https://images.g2crowd.com/uploads/product/hd_favicon/c9c4f4613d98269846967bdb81d04f85/proposify.svg "Proposify")](https://www.g2.com/products/proposify/reviews) Proposify Small-Business(50 or fewer emp.) 84.1% Mid-Market(51-1000 emp.) 14.3% Enterprise(\> 1000 emp.) 1.6% Small-Business (50 or fewer emp.) 70.0% 84.1% Mid-Market (51-1000 emp.) 26.3% 14.3% Enterprise (\> 1000 emp.) 3.6% 1.6% Reviewers' Industry [![PandaDoc](https://images.g2crowd.com/uploads/product/hd_favicon/97320b34486db82a48d7af098a34228d/pandadoc.svg "PandaDoc")](https://www.g2.com/products/pandadoc/reviews) PandaDoc Computer Software 9.7% Marketing and Advertising 9.3% Information Technology and Services 8.4% Construction 4.6% Financial Services 4.0% Other 64.0% [![Proposify](https://images.g2crowd.com/uploads/product/hd_favicon/c9c4f4613d98269846967bdb81d04f85/proposify.svg "Proposify")](https://www.g2.com/products/proposify/reviews) Proposify Marketing and Advertising 31.5% Information Technology and Services 8.6% Computer Software 7.0% Management Consulting 5.6% Construction 4.7% Other 42.6% FAQs ## PandaDoc vs Proposify FAQs Generated using AI Last updated: August 14, 2026 ### What is the difference between PandaDoc vs Proposify? PandaDoc stands out for its higher Ease of Use and Setup scores, while Proposify is noted for its strong support and proposal management features. | [PandaDoc](https://www.g2.com/products/pandadoc/reviews) | [Proposify](https://www.g2.com/products/proposify/reviews) | | --- | --- | | 4.7/5 (3,697 reviews) | 4.6/5 (1,143 reviews) | | Small-Business | Small-Business | | 9.1 | 8.5 | | 9.0 | 9.2 | | Ease of Use (718 all-time mentions) | Proposal Management (11 all-time mentions) | ### How do the pricing models of PandaDoc and Proposify compare? PandaDoc is rated higher for value, with reviewers expressing greater satisfaction with its pricing compared to Proposify. - **PandaDoc:** Reviewers consistently highlight PandaDoc as cost-effective and note its generous free plan, with many citing its value for the features provided. - **Proposify:** Reviewers describe Proposify as reasonably priced for individuals but mention that its subscription can be costly for small businesses and that charges are in USD even for Canadian users. - **Switching reasons:** Several reviewers mention switching to PandaDoc from DocuSign due to PandaDoc's better value and ease of use. ### What are the best alternatives to PandaDoc and Proposify? The top 3 alternatives to PandaDoc and Proposify are Qwilr, GetAccept, and DocuSign. | Product | G2 Rating (reviews) | Largest Segment | Pricing Insight | Top Reviewer-Cited Strength | | --- | --- | --- | --- | --- | | [PandaDoc](https://www.g2.com/products/pandadoc/reviews) | 4.7/5 (3,697 reviews) | Small-Business | Reviewers highlight cost-effectiveness and a generous free plan | Ease of Use (718 all-time mentions) | | [Proposify](https://www.g2.com/products/proposify/reviews) | 4.6/5 (1,143 reviews) | Small-Business | Reasonably priced for individuals, but can be costly for small businesses | Proposal Management (11 all-time mentions) | | [Qwilr](https://www.g2.com/products/qwilr/reviews) | 4.6/5 (916 reviews) | Small-Business | — | Modern, visually appealing proposals | | [GetAccept](https://www.g2.com/products/getaccept/reviews) | 4.6/5 (1,267 reviews) | Small-Business | — | Comprehensive sales enablement features | | [DocuSign](https://www.g2.com/products/docusign/reviews) | — | — | — | — | ### Which Proposal features should I prioritize when comparing PandaDoc and Proposify? Buyers should prioritize Ease of Use, Document Management, Customization, Integrations, and Reporting when comparing PandaDoc and Proposify. - **Ease of Use:** PandaDoc (9.2), Proposify (8.5); 718 all-time mentions for PandaDoc, 25 for Proposify. - **Document Management:** PandaDoc (353 all-time mentions), Proposify (11 all-time mentions for Proposal Management). - **Customization:** Limited Customization is cited as a trade-off for both (PandaDoc: 85 all-time mentions; Proposify: 14 all-time mentions). - **Integrations:** PandaDoc reviewers mention Pipedrive integration (45 all-time mentions); Proposify reviewers highlight Salesforce and HubSpot integrations. - **Reporting and Dashboards:** PandaDoc offers Reporting and Dashboards, which Proposify does not. ### What are the pros and cons of PandaDoc vs Proposify? PandaDoc's headline strength is its ease of use, while Proposify is most noted for proposal management and template efficiency. - **PandaDoc strengths:** Ease of Use (718 all-time mentions), Document Management (353), E-Signatures (304), Time-saving (300), Easy Setup (256), Tracking (150), Customer Support (148). - **PandaDoc trade-offs:** Difficult Editing (98), Editing Difficulty (87), Limited Features (86), Limited Customization (85). - **Proposify strengths:** Proposal Management (11), Templates (17), Easy Creation (16), Customizability (10), Easy Integrations (10), Time-saving (12). - **Proposify trade-offs:** Limited Customization (14), Difficult Editing (11), Editing Difficulties (9), occasional clunky editor and higher cost for advanced features. ### Is PandaDoc or Proposify better for small businesses? PandaDoc is the stronger fit for small businesses, with a higher share of small-business reviewers and more positive sentiment on ease of use and setup. - **PandaDoc:** Largest segment is Small-Business; reviewers consistently praise its user-friendliness, easy setup, and value for small teams. - **Proposify:** Largest segment is Small-Business; reviewers note its template efficiency and proposal management, but mention higher costs and some editor complexity for small business use. ### Which Proposal platform has better integrations? PandaDoc is favored for integrations, with more reviewer-cited integration mentions and broader third-party tool support. - **PandaDoc:** Reviewers mention Pipedrive integration (45 all-time mentions), as well as HubSpot and Salesforce in recent reviews. - **Proposify:** Reviewers highlight Salesforce and HubSpot integrations, with qualitative mentions of integration ease and CRM connectivity. ### How do PandaDoc and Proposify compare on customer support? PandaDoc and Proposify are rated at parity on Quality of Support, with Proposify scoring 9.2 and PandaDoc 9.0, a difference below the materiality threshold. - **PandaDoc:** Reviewers cite responsive customer support (148 all-time mentions), with many describing helpful onboarding and issue resolution. - **Proposify:** Reviewers describe strong support experiences, including helpful agents and responsive chat support, with several noting positive interactions and quick resolutions. ### Which is easier to implement, PandaDoc or Proposify? PandaDoc is easier to implement, with a higher Ease of Setup score (9.1 vs 8.5), a difference of 0.6 points. - **PandaDoc:** Reviewers consistently describe the setup as very easy, quick, and self-explanatory, with many citing fast onboarding and minimal learning curve. - **Proposify:** Reviewers note that setup is generally straightforward, but some mention occasional complexity with template migration and editor setup. ### Which product has better Contracts? PandaDoc is more frequently cited for Contracts, with higher mention counts and reviewer satisfaction. - **PandaDoc:** Contracts are a core use case, with reviewers highlighting ease of contract creation, e-signatures, and tracking; 304 all-time mentions for E-Signatures and 353 for Document Management. - **Proposify:** Reviewers use Proposify for contracts and proposals, noting professional formatting and contract management, but with fewer all-time mentions for contract-related features. Alternatives **PandaDoc Alternatives** ![Qwilr](https://images.g2crowd.com/uploads/product/hd_favicon/d006c87add0987c5a3a22be14a81bd79/qwilr.svg "Qwilr") [ Qwilr ](/products/qwilr/reviews) ![GetAccept](https://images.g2crowd.com/uploads/product/hd_favicon/e6889f440c0cb205dbd1ef1d76a18c56/getaccept.svg "GetAccept") [ GetAccept ](/products/getaccept/reviews) ![Adobe Acrobat Sign](https://images.g2crowd.com/uploads/product/hd_favicon/478678941e2cab8a8bf8f98586f19726/adobe-acrobat-sign.svg "Adobe Acrobat Sign") [ Adobe Acrobat Sign ](/products/adobe-acrobat-sign/reviews) ![DealHub AI](https://images.g2crowd.com/uploads/product/hd_favicon/f0c1d987d9d32ecbd53566c2e7d12dbc/dealhub-ai.svg "DealHub AI") [ DealHub AI ](/products/dealhub-ai/reviews) **Proposify Alternatives** ![Qwilr](https://images.g2crowd.com/uploads/product/hd_favicon/d006c87add0987c5a3a22be14a81bd79/qwilr.svg "Qwilr") [ Qwilr ](/products/qwilr/reviews) ![GetAccept](https://images.g2crowd.com/uploads/product/hd_favicon/e6889f440c0cb205dbd1ef1d76a18c56/getaccept.svg "GetAccept") [ GetAccept ](/products/getaccept/reviews) ![DealHub AI](https://images.g2crowd.com/uploads/product/hd_favicon/f0c1d987d9d32ecbd53566c2e7d12dbc/dealhub-ai.svg "DealHub AI") [ DealHub AI ](/products/dealhub-ai/reviews) ![Responsive, formerly RFPIO](https://images.g2crowd.com/uploads/product/hd_favicon/799e832a5413ade138b86c0c7447b06b/responsive-formerly-rfpio.svg "Responsive, formerly RFPIO") [ Responsive, formerly RFPIO ](/products/responsive-formerly-rfpio/reviews)