# Compare PandaDoc vs Proposify 2026 | Capterra

> Unsure of what to choose? Check Capterra to compare PandaDoc and Proposify based on pricing, features, product details, and verified reviews.

Source: https://www.capterra.com/compare/131735-133332/PandaDoc-vs-Proposify

---

# PandaDoc vs Proposify Features and Cost Comparison

Last updated June 3rd, 2026

Provider data verified by our Software Research team, and reviews  
moderated by our Reviews Verification team.[Learn more](https://www.capterra.com/our-story/)

Your comparison:

PandaDocProposify2/4 selected

[PandaDoc](https://www.capterra.com/p/131735/PandaDoc/)[4.5 (1,254)](https://www.capterra.com/p/131735/PandaDoc/reviews/)

[Proposify](https://www.capterra.com/p/133332/Proposify/)[4.4 (299)](https://www.capterra.com/p/133332/Proposify/reviews/)

[## PandaDoc](https://www.capterra.com/p/131735/PandaDoc/)[4.5 (1,254)](https://www.capterra.com/p/131735/PandaDoc/reviews/)

Starting Price

$19.00/month

Value-for-Money

4.3

Functionality

4.3

Ease of Use

4.4

Customer Service

4.3

Reviews Sentiment

Based on [1,254 reviews](#user-reviews)

Positive

1,144

Neutral

75

Negative

35

[## Proposify](https://www.capterra.com/p/133332/Proposify/)[4.4 (299)](https://www.capterra.com/p/133332/Proposify/reviews/)

Starting Price

$19.00/month

Value-for-Money

4.3

Functionality

4.3

Ease of Use

4.3

Customer Service

4.4

Reviews Sentiment

Based on [299 reviews](#user-reviews)

Positive

263

Neutral

21

Negative

15

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## Summary

* * *

Key features rated by users

Features selected based on 1,778 reviews from proposal management software users.  
about the Fit Score methodology.

Fit Score methodology

Our Fit Score reflects how reviewers rate a product’s performance against a set of features reviewers rate as most important. A higher score indicates the product is rated better in delivering what reviewers most care about.

  

If the Fit Score is not shown for a specific product, that only means there are currently not enough relevant data points to develop a meaningful score. It does not indicate that the product should be excluded from further evaluation. Best for Methodology

85%Fit

Not enough reviews

Feature ratings

Quotes/Estimates

4.4

Proposal Generation

5.0

Document Review

5.0

Electronic Signature

4.7

Templates

4.3

75%Fit

Feature ratings

Quotes/Estimates

4.3

Proposal Generation

4.4

Document Review

2.5

Electronic Signature

4.4

Templates

4.3

User satisfaction

User satisfaction

4.5

User reviews[1,254](https://www.capterra.com/p/131735/PandaDoc/reviews/)

Ease of use

4.4

Functionality

4.3

Value for money

4.3

Customer support

4.3

User satisfaction

4.4

User reviews[299](https://www.capterra.com/p/133332/Proposify/reviews/)

Ease of use

4.3

Functionality

4.3

Value for money

4.3

Customer support

4.4

Price starts from

Price starts from

$19Per User, Per Month

-   Free version
-   Free trial

Price starts from

$19Per User, Per Month

-   Free version
-   Free trial

Best for

Best for

PandaDoc is designed for businesses in professional services, education, healthcare, construction, sales, HR, marketing, technology, and other industries.

Best for

Designed for midsize and large B2B service firms, the platform helps streamline proposal workflows for construction, professional services, information technology, and other industries.

## User reviews

Pros & cons

AS

Arunmurugan S.

Project Manager

> "I also like the e sign functionality and the ability to see when recipients open or view a document."

[See full review](https://www.capterra.com/p/131735/PandaDoc/#Capterra___7162152)

MA

Mallory A.

Director of Operations

> "I do not love that it is not easy to edit a sent contract and also contracts expire which creates issues with having to resend and confusing..."

[See full review](https://www.capterra.com/p/131735/PandaDoc/#Capterra___7142186)

FH

Fletcher H.

Renewable Energy Plant Specialist

> "PandaDoc offers an efficient editor that uses drag and drop functions making it very easy to create forms. Since no coding skills were needed,..."

[See full review](https://www.capterra.com/p/131735/PandaDoc/#Capterra___6803008)

PF

Ping F.

Operations Analyst

> "The navigation is not flexible and the system has periodic error which is not the best reliable platform on a daily basis"

[See full review](https://www.capterra.com/p/131735/PandaDoc/#Capterra___7137999)

Elias W.

marketing and finance

> "It is a software that has facilitated my entire work style, it helps me a lot to be able to let my work flow better in a more organized way,..."

[See full review](https://www.capterra.com/p/131735/PandaDoc/#Capterra___6589287)

VH

Vontavius H.

CEO

> "What I don’t like about panda Doki is there sometimes clients find the interface a bit difficult to use in comparison to DocuSign as far as..."

[See full review](https://www.capterra.com/p/131735/PandaDoc/#Capterra___7051136)

LA

Luis A.

Process Manager

> "It simplifies the entire document process—from creation to e-signature—and gives you visibility into how people interact with your documents."

[See full review](https://www.capterra.com/p/131735/PandaDoc/#Capterra___6602933)

VR

Verified Reviewer

sales director

> "I also dislike how copy/paste into the tool doesn't always hold my font."

[See full review](https://www.capterra.com/p/131735/PandaDoc/#Capterra___7152916)

AW

Amber W.

IT Project Manager

> "I liked how I could collaborate easy with my team with PandaDoc and create virtually any type of document that I needed."

[See full review](https://www.capterra.com/p/131735/PandaDoc/#Capterra___7166610)

PO

Patrick O.

Sr. Marketing Specialist

> "I find that editing any documents with a combination of graphics and text can be a bit clunky."

[See full review](https://www.capterra.com/p/131735/PandaDoc/#Capterra___6861108)

SA

Sara A.

Social Media Manager

> "Managing documents has become easier with PandaDoc, editing, formatting, adding digital signatures and documentation are done from the same..."

[See full review](https://www.capterra.com/p/131735/PandaDoc/#Capterra___6408770)

AB

Alex B.

Managing Director

> "We have ended up with 100s of templates and content blocks in multiple currencies and at times can be a little overwhelming."

[See full review](https://www.capterra.com/p/131735/PandaDoc/#Capterra___6593097)

BS

Bernadette S.

Event Logistics Coordinator

> "PandaDoc also offers automations which help speed up the repetitive form creation and management tasks while eliminating the common human..."

[See full review](https://www.capterra.com/p/131735/PandaDoc/#Capterra___6810075)

LA

Luis A.

Process Manager

> "The inability to make edits after sending and the learning curve for certain features can slow you down occasionally."

[See full review](https://www.capterra.com/p/131735/PandaDoc/#Capterra___6602933)

RO

Ryan O.

Wholesale Account Director

> "I like it as a tool it works well, and I have not had issues with using it on the daily as a solution for business to business contracts"

[See full review](https://www.capterra.com/p/131735/PandaDoc/#Capterra___7160719)

MR

Michael R.

President

> "It has unfortunately not improved over time, but rather the glitchiness has gotten worse, and the support has really gone down in the past 1-2..."

[See full review](https://www.capterra.com/p/131735/PandaDoc/#Capterra___7000242)

AB

Alexis B.

Cultural Director Of Cinema And Live Performance

> "Also has smooth electronic signature tool and customizable templates."

[See full review](https://www.capterra.com/p/131735/PandaDoc/#Capterra___7177816)

GT

GRANT T.

President

> "Usually pretty good service, but now just getting "I understand the frustration about losing the feature you previously used." "

[See full review](https://www.capterra.com/p/131735/PandaDoc/#Capterra___7092887)

AS

Arunmurugan S.

Project Manager

> "Its a reliable platform that makes document management and electronic signatures much easier."

[See full review](https://www.capterra.com/p/131735/PandaDoc/#Capterra___7162152)

VR

Verified Reviewer

Founder, Owner

> "There's no way to edit a document if it's not in a PandaDoc template format."

[See full review](https://www.capterra.com/p/131735/PandaDoc/#Capterra___6460577)

OP

Oleg P.

BA

> "I hope next time I have to sign documents it is offered, since its a lot simpler and user friendlier than anything similar, I've used before."

[See full review](https://www.capterra.com/p/131735/PandaDoc/#Capterra___7123414)

VR

Verified Reviewer

Marketing Director

> "As a marketer it's an absolute pain when your operations team asks you to help them make their legal or sales documents more pretty."

[See full review](https://www.capterra.com/p/131735/PandaDoc/#Capterra___6612336)

TW

Thomas W.

COO

> "It allows use to showcase professional contracts/agreements, as well as help with branding many areas of our business."

[See full review](https://www.capterra.com/p/131735/PandaDoc/#Capterra___6676000)

FN

Fariha N.

Director, ICT Operations

> "For team members who must evaluate or approve documents while on the fly, this might be a hassle."

[See full review](https://www.capterra.com/p/131735/PandaDoc/#Capterra___6459409)

SG

Sauve G.

Sales Representative

> "Overall is a user friendly tool with sleek template design important for creating and signing documents digitally."

[See full review](https://www.capterra.com/p/131735/PandaDoc/#Capterra___7170157)

JJ

Jonathan J.

CXO

> "A lot of people were not familiar with PandaDoc so it would go unopened in their inbox or would go to spam."

[See full review](https://www.capterra.com/p/131735/PandaDoc/#Capterra___6649627)

PG

Patricia G.

Customer Service Lead

> "As a customer-service head, it is essential to complete group bookings as quickly as possible."

[See full review](https://www.capterra.com/p/131735/PandaDoc/#Capterra___7109745)

DF

Drew F.

Director

> "The customer service is not excellent they are all overseas and I had to beg them to setup a call with me to help me figure out some of their..."

[See full review](https://www.capterra.com/p/131735/PandaDoc/#Capterra___6614322)

AB

Alex B.

Managing Director

> "Creating a fixed, but customisable quote builder that allows for accurate costings, clearly defined and looks professional."

[See full review](https://www.capterra.com/p/131735/PandaDoc/#Capterra___6593097)

PI

Pathan I.

Project and Program Consultant

> "Sometimes, the platform can feel slow, especially when handling larger documents."

[See full review](https://www.capterra.com/p/131735/PandaDoc/#Capterra___6585724)

BA

Bashir A.

Developer

> "I liked the cross-platform availability of PandaDoc as we can use it on a laptop as well as on our mobile phones."

[See full review](https://www.capterra.com/p/131735/PandaDoc/#Capterra___7035248)

SR

Stephanie R.

HR Manager

> "I do have issues with the email not going through sometimes but that might be our company email, and you can send a link instead."

[See full review](https://www.capterra.com/p/131735/PandaDoc/#Capterra___6654885)

CH

Carmen H.

Marketing Executive

> "Smart document generation make our business proposal more alive with its stunning design option and interactive design element."

[See full review](https://www.capterra.com/p/131735/PandaDoc/#Capterra___6776182)

AM

Alex M.

Sales Operations Manager

> "I had to change them to PDFs before bringing in, otherwise I would lose the punctuation."

[See full review](https://www.capterra.com/p/131735/PandaDoc/#Capterra___6633055)

JG

Jeremy G.

Game Developer

> "The security that PandaDoc provides during the whole process of creating, storing, and then sending out and receiving signatures makes the..."

[See full review](https://www.capterra.com/p/131735/PandaDoc/#Capterra___6502561)

MG

Michel G.

business developper and manager

> "the tables are not so easy to modify: some troubles using the format "EURxxx" or sometimes it is "€xxx""

[See full review](https://www.capterra.com/p/131735/PandaDoc/#Capterra___6552644)

AS

Arunmurugan S.

Project Manager

> "It makes it easier to create, send and track documents electronically."

[See full review](https://www.capterra.com/p/131735/PandaDoc/#Capterra___7162152)

Meghann O.

Manager, Customer Success

> "It didn't integrate with our system and reps had too much flexibility."

[See full review](https://www.capterra.com/p/131735/PandaDoc/#Capterra___6545497)

AP

Abid P.

IT Director

> "Easily allows us to sign and track document approvals digitally so that we don't have to manually manage these items."

[See full review](https://www.capterra.com/p/131735/PandaDoc/#Capterra___6843664)

HM

Harshal M.

Technical Project Manager

> "it had a costly API, so actual software implementation is hard"

[See full review](https://www.capterra.com/p/131735/PandaDoc/#Capterra___6654419)

VR

Verified Reviewer

COO

> "It’s reliable, integrates smoothly with Google Drive, and offers great customization options."

[See full review](https://www.capterra.com/p/131735/PandaDoc/#Capterra___7013005)

JF

Jill F.

Office Administrator

> "Not as smoothly run as competitors."

[See full review](https://www.capterra.com/p/131735/PandaDoc/#Capterra___7069979)

AM

Ashley M.

Compliance

> "At the time support was great when we initially started - creating documents and having the ability to send documents in bulk"

[See full review](https://www.capterra.com/p/131735/PandaDoc/#Capterra___7047916)

MH

Mathew H.

CIO

> "The templates feature is confusing and can be simplified"

[See full review](https://www.capterra.com/p/131735/PandaDoc/#Capterra___6713702)

RR

Rebecca R.

Production manager

> "The platform has made document management much faster, more organized, and easier to handle."

[See full review](https://www.capterra.com/p/131735/PandaDoc/#Capterra___7155121)

VR

Verified Reviewer

Business Development Manager

> "All the sections which you had to remove or add, too many steps to take"

[See full review](https://www.capterra.com/p/131735/PandaDoc/#Capterra___6694797)

EB

Emma B.

Community Manager

> "Ready-made document templates that make standardisation easier."

[See full review](https://www.capterra.com/p/131735/PandaDoc/#Capterra___7178137)

AK

Adam K.

Business owner

> "Working offline or in areas with unreliable connectivity may pose challenges, as certain features may not be accessible without a stable..."

[See full review](https://www.capterra.com/p/131735/PandaDoc/#Capterra___5044765)

SA

Sara A.

Social Media Manager

> "It is great that everything is done on the same page, and you can also request approval or review from the officials directly and document..."

[See full review](https://www.capterra.com/p/131735/PandaDoc/#Capterra___6408770)

LA

Luis A.

Process Manager

> "Also PandaDoc isn’t the cheapest option out there."

[See full review](https://www.capterra.com/p/131735/PandaDoc/#Capterra___6602933)

BG

Brian G.

Director, Marketing

> "Having a web based product, including an app has allowed our lawyers and sales team the ability to important and timely steps!"

[See full review](https://www.capterra.com/p/131735/PandaDoc/#Capterra___6546500)

SO

Steve O.

OWNER

> "Pandadoc did not have the functionality that we required."

[See full review](https://www.capterra.com/p/131735/PandaDoc/#Capterra___6657383)

FH

Fletcher H.

Renewable Energy Plant Specialist

> "Creating forms is crucial part of my work and PandaDoc has helped me to streamline my form creating tasks."

[See full review](https://www.capterra.com/p/131735/PandaDoc/#Capterra___6803008)

SO

Steve O.

OWNER

> "We made the mistake of signing up for a yearly subscriotion."

[See full review](https://www.capterra.com/p/131735/PandaDoc/#Capterra___6657383)

VH

Vontavius H.

CEO

> "Would I like most about panda dock is it’s ease of use for us to be able to sign client contracts, especially purchasing sale agreements."

[See full review](https://www.capterra.com/p/131735/PandaDoc/#Capterra___7051136)

RR

Rupert R.

CEO founder

> "The pricing is the biggest drawback."

[See full review](https://www.capterra.com/p/131735/PandaDoc/#Capterra___6800008)

BA

Bashir A.

Developer

> "This helped us save time, which was utilized in the manual tracking of the updates previously."

[See full review](https://www.capterra.com/p/131735/PandaDoc/#Capterra___7035248)

JG

John G.

Head of Business Development

> "I've had issues creating the quotes."

[See full review](https://www.capterra.com/p/131735/PandaDoc/#Capterra___6784671)

PI

Pathan I.

Project and Program Consultant

> "Its templates save time, and the tracking feature helps monitor document status."

[See full review](https://www.capterra.com/p/131735/PandaDoc/#Capterra___6585724)

SC

Santiago C.

Operations Analyst

> "The thing I liked the least about PandaDoc is the limitations on the roles I can assign to users."

[See full review](https://www.capterra.com/p/131735/PandaDoc/#Capterra___6289394)

RK

Randall K.

CEO

> "I liked that I could send out professional looking proposals with more than just a line item and a price."

[See full review](https://www.capterra.com/p/131735/PandaDoc/#Capterra___6884907)

CS

Charlotte S.

COO

> "We now have an integration with Salesforce that's not as seamless, Pandadocs is not icking up clinet name, deal number etc, and it all has to..."

[See full review](https://www.capterra.com/p/131735/PandaDoc/#Capterra___4605330)

PC

Paolo C.

HR Assistant

> "Unlike DocuSign, PandaDoc offers great features for document management including electronic signing."

[See full review](https://www.capterra.com/p/131735/PandaDoc/#Capterra___6479774)

SG

Stella G.

Founder

> "Some of our users cannot submit their signature successfully for some reason and we'd love to see a way to generate a unique signing link for..."

[See full review](https://www.capterra.com/p/131735/PandaDoc/#Capterra___3701956)

SA

Sara A.

Social Media Manager

> "I liked the ease of requesting the addition of a digital signature as it is done securely and easily and without the need for the other party..."

[See full review](https://www.capterra.com/p/131735/PandaDoc/#Capterra___6408770)

Alex D.

UI Designer

> "I found PandaDoc's interface to be a bit cluttered and overwhelming, especially for first-time users."

[See full review](https://www.capterra.com/p/131735/PandaDoc/#Capterra___6046291)

SJ

Sheryl J.

FIELD ESTIMATOR

> "Overall a good software — Once the user is fully acclimated to the program, it eventually saves the user from manual work time from all of..."

[See full review](https://www.capterra.com/p/131735/PandaDoc/#Capterra___6694370)

Bill Laurel P.

Medical Laboratory Technicians

> "The one thing I disliked about PandaDoc is that there are no free templates and features available. If you want to create a..."

[See full review](https://www.capterra.com/p/131735/PandaDoc/#Capterra___4667115)

KW

Kayla W.

Franchise Owner

> "I have used DocuSign and SignNow for similar jobs in the past- and PandaDoc is the easiest, most intuitive, and most cost-effective solution..."

[See full review](https://www.capterra.com/p/131735/PandaDoc/#Capterra___6403469)

RW

RANDALL W.

COO

> "The package is way overkill for what we need to support our small sales team. "

[See full review](https://www.capterra.com/p/131735/PandaDoc/#Capterra___6054621)

AK

Ali K.

Developer

> "The ability to create, send, and track documents all in one platform is incredibly convenient."

[See full review](https://www.capterra.com/p/131735/PandaDoc/#Capterra___6551144)

JH

Jamie H.

Head of Growth

> "I’ve not seen anything I don’t like or any limitations of PandaDoc compared to other digital signature/document management tools I’ve used."

[See full review](https://www.capterra.com/p/131735/PandaDoc/#Capterra___6295785)

OP

Oleg P.

BA

> "It is extremely user friendly and highlights the parts it wants you to sign or initial."

[See full review](https://www.capterra.com/p/131735/PandaDoc/#Capterra___7123414)

Maria Z.

Marketplace specialist

> "As every online platform, I am afraid that PandaDoc may share my personal information with other parties."

[See full review](https://www.capterra.com/p/131735/PandaDoc/#Capterra___4925001)

FH

Fletcher H.

Renewable Energy Plant Specialist

> "PandaDoc helps me to create beautiful forms that meets every need that i have."

[See full review](https://www.capterra.com/p/131735/PandaDoc/#Capterra___6803008)

YB

Yevstakhii B.

Teacher

> "Users in specific industries or with unique document requirements may find it challenging to find templates that suit their specific needs,..."

[See full review](https://www.capterra.com/p/131735/PandaDoc/#Capterra___4815291)

PC

Paolo C.

HR Assistant

> "I like the automation and workflow features and it ensures a smooth way of handling documents."

[See full review](https://www.capterra.com/p/131735/PandaDoc/#Capterra___6479774)

JM

Jacob M.

VP | Customer Value

> "Your tickets will sit in unaddressed for weeks on end. When a support rep finally responds, they will likely not respond to the issues you've..."

[See full review](https://www.capterra.com/p/131735/PandaDoc/#Capterra___4469039)

VR

Verified Reviewer

COO

> "The improved pricing model makes it an even stronger choice for smaller teams."

[See full review](https://www.capterra.com/p/131735/PandaDoc/#Capterra___7013005)

VR

Verified Reviewer

Student in Industrial Maintenance

> "Regarding the negative aspects, I found that the customization options are somewhat limited, which can be a disadvantage for businesses that..."

[See full review](https://www.capterra.com/p/131735/PandaDoc/#Capterra___4600753)

[View Reviews](https://www.capterra.com/p/131735/PandaDoc/reviews/)

JB

John B.

VP Sales

> "I used it primarily for business proposals and the flexibility that it offered in terms of placing graphics within..."

[See full review](https://www.capterra.com/p/133332/Proposify/#Capterra___6811933)

Elon E.

Project Finance

> "Pricing may also become less attractive for small teams or lower proposal volumes."

[See full review](https://www.capterra.com/p/133332/Proposify/#Capterra___7142167)

JH

James H.

Workplace Solutions

> "Good to have depository of past proposals and duplicating is easy method to quickly get a new submission out the door;..."

[See full review](https://www.capterra.com/p/133332/Proposify/#Capterra___6494805)

SJ

Sara J.

Sales Operations Support

> "Most of our account reps work on their own financial documents in Microsoft Word. When they copy and paste it into..."

[See full review](https://www.capterra.com/p/133332/Proposify/#Capterra___6488756)

Carlos L.

Software Engineer

> "It helps to keep track of interactions which allows detailed tracking of all interactions with customers, whether by..."

[See full review](https://www.capterra.com/p/133332/Proposify/#Capterra___4928719)

NA

Nathan A.

Regional Vice President

> "It gets a bit wonky with cache with your PC-- so you have to refresh reguarly to make sure things are saving."

[See full review](https://www.capterra.com/p/133332/Proposify/#Capterra___6493328)

Carlos L.

Software Engineer

> "I like it because it has an approach focused on efficiency and business customization, this platform offers intuitive..."

[See full review](https://www.capterra.com/p/133332/Proposify/#Capterra___4928719)

JG

Jamie G.

Senior Account Manager

> "Its clunky, difficult to use and when I used it wasn’t properly integrated with Salesforce for ease"

[See full review](https://www.capterra.com/p/133332/Proposify/#Capterra___6558067)

AS

Alex S.

Business Development Manager and Senior Marketing Strategist

> "I enjoy the ability to create templates and streamline my proposals."

[See full review](https://www.capterra.com/p/133332/Proposify/#Capterra___6493375)

CD

Christina D.

Administrator

> "It is difficult to make edits to templates when text is going outside of the parameters set by the software."

[See full review](https://www.capterra.com/p/133332/Proposify/#Capterra___6023431)

AT

Atour T.

Analyst

> "Our remote team finds it simple to maintain consistency among the several estimates we utilize, and we can monitor the..."

[See full review](https://www.capterra.com/p/133332/Proposify/#Capterra___6024980)

Melanie A.

Consultant/Trainer

> "This makes them not as attractive as some of their competitors but a great option for others and it may not be the..."

[See full review](https://www.capterra.com/p/133332/Proposify/#Capterra___4903252)

MK

Megan K.

Lead, Customer Sucess BPM

> "clean presentation and the ability to add templated material"

[See full review](https://www.capterra.com/p/133332/Proposify/#Capterra___6486204)

Melanie A.

Consultant/Trainer

> "I disliked the pricing options as they are somewhat restrictive and seem to exclude a population of customers who..."

[See full review](https://www.capterra.com/p/133332/Proposify/#Capterra___4903252)

SJ

Sara J.

Sales Operations Support

> "The customer service makes a HUGE difference. And our contact, \[sensitive content hidden\], goes above and beyond to..."

[See full review](https://www.capterra.com/p/133332/Proposify/#Capterra___6488756)

SJ

Sara J.

Sales Operations Support

> "It's a headache to go back and clean up."

[See full review](https://www.capterra.com/p/133332/Proposify/#Capterra___6488756)

NA

Nathan A.

Regional Vice President

> "I love the way you can build pricing tables and templates into a proposal. "

[See full review](https://www.capterra.com/p/133332/Proposify/#Capterra___6493328)

CW

Clayne W.

VP of Sales

> "A bit unforgiving in that area."

[See full review](https://www.capterra.com/p/133332/Proposify/#Capterra___6486331)

JG

Jamie G.

Senior Account Manager

> "The ability to send professional proposals is incredibly useful"

[See full review](https://www.capterra.com/p/133332/Proposify/#Capterra___6558067)

BB

Bradley B.

Director

> "We also now get frequent blank page loads and crashes suggesting we "Refresh" the page."

[See full review](https://www.capterra.com/p/133332/Proposify/#Capterra___3779097)

AT

Atour T.

Analyst

> "To assist users in creating and sending proposals quickly, Proposify offers a large selection of pre-made templates."

[See full review](https://www.capterra.com/p/133332/Proposify/#Capterra___6024980)

MD

Michael D.

Principal Consultant

> "Also cutting and pasting does not function from the web browser editor."

[See full review](https://www.capterra.com/p/133332/Proposify/#Capterra___4410083)

NP

Nathan P.

Account Executive

> "I do like that you can tell a story in the presentation of the proposal."

[See full review](https://www.capterra.com/p/133332/Proposify/#Capterra___6551343)

DC

Deanna C.

NA

> "I would avoid the headache, bad software, bad service."

[See full review](https://www.capterra.com/p/133332/Proposify/#Capterra___6288571)

Melanie A.

Consultant/Trainer

> "This enables users to create branded documents with professional look and feel and to do so consistently. "

[See full review](https://www.capterra.com/p/133332/Proposify/#Capterra___4903252)

KM

Kate M.

Marketing & Communications Coordinator

> "Creating the templates, the tools were a little bit clunky."

[See full review](https://www.capterra.com/p/133332/Proposify/#Capterra___4590050)

Melanie A.

Consultant/Trainer

> "I like that users could easily modify the templates and that there are a variety of quality templates available."

[See full review](https://www.capterra.com/p/133332/Proposify/#Capterra___4903252)

DC

Deanna C.

NA

> "Terrible customer service."

[See full review](https://www.capterra.com/p/133332/Proposify/#Capterra___6288571)

SJ

Sara J.

Sales Operations Support

> "This makes it easier for some of our less tech-savvy colleagues."

[See full review](https://www.capterra.com/p/133332/Proposify/#Capterra___6488756)

MD

Michael D.

Principal Consultant

> "The editing is somewhat difficult and there is a bit of a learning curve."

[See full review](https://www.capterra.com/p/133332/Proposify/#Capterra___4410083)

Alejandra P.

Director, Brand Communications & Development Marketing

> "Our institution uses Proposify as a way to showcase our services to clients, allowing them to examine everything we..."

[See full review](https://www.capterra.com/p/133332/Proposify/#Capterra___4807624)

Scott R.

President/Founder

> "For the text boxes, a spellcheck featured is badly needed."

[See full review](https://www.capterra.com/p/133332/Proposify/#Capterra___2979749)

JR

Jessica R.

Director of Operations

> "Keeps track of all our outstanding proposals, and seeing who has viewed the proposal and when."

[See full review](https://www.capterra.com/p/133332/Proposify/#Capterra___6191416)

CV

Catalina V.

Owner

> "Simple things that should be flushed out before deployment are not being done and this has been something I have seen..."

[See full review](https://www.capterra.com/p/133332/Proposify/#SoftwareAdvice___3301776)

SJ

Sara J.

Sales Operations Support

> "It's easy to pick up and learn how to use it."

[See full review](https://www.capterra.com/p/133332/Proposify/#Capterra___6488756)

CV

Catalina V.

Owner

> "There are a lot of feature updates but more and more bugs."

[See full review](https://www.capterra.com/p/133332/Proposify/#SoftwareAdvice___3301776)

AT

Atour T.

Analyst

> "My proposals seem more official and are simpler to follow when I use Proposify."

[See full review](https://www.capterra.com/p/133332/Proposify/#Capterra___6024980)

CV

Catalina V.

Owner

> "You're prompted to update to the new tables but it never works."

[See full review](https://www.capterra.com/p/133332/Proposify/#SoftwareAdvice___3301776)

CD

Christina D.

Administrator

> "It is easy to run metrics and update customer information."

[See full review](https://www.capterra.com/p/133332/Proposify/#Capterra___6023431)

RB

Ryan B.

VP, Digital Strategy

> "There would often be glitches in which I could not use the spacebar when typing (tried on multiple computers, it was..."

[See full review](https://www.capterra.com/p/133332/Proposify/#Capterra___2906243)

VR

Verified Reviewer

CCO

> "It's a bit of a unique spin and was useful."

[See full review](https://www.capterra.com/p/133332/Proposify/#Capterra___6179064)

RB

Ryan B.

VP, Digital Strategy

> "It took me at least 10-times as long to create a proposal, even using templates, than my current software."

[See full review](https://www.capterra.com/p/133332/Proposify/#Capterra___2906243)

Raj S.

Software Developer

> "The proposal templates are helpful in creating documents quickly and easily."

[See full review](https://www.capterra.com/p/133332/Proposify/#Capterra___4318896)

VR

Verified Reviewer

CEO

> "It log you off every 5 minutes for no reasons in the middle of your proposal."

[See full review](https://www.capterra.com/p/133332/Proposify/#Capterra___2302050)

Dinos P.

President

> "I’d choose Proposify over many of the others out there in the marketplace since it has everything I need to create..."

[See full review](https://www.capterra.com/p/133332/Proposify/#Capterra___3537532)

VR

Verified Reviewer

CEO

> "Worst online proposal services"

[See full review](https://www.capterra.com/p/133332/Proposify/#Capterra___2302050)

[View Reviews](https://www.capterra.com/p/133332/Proposify/reviews/)

## User interface

4.50 (1,254)

4.43 (299)

### Features

PandaDoc

30/34

-   Access Controls/Permissions
-   Activity Dashboard
-   AI Copilot
-   Alerts/Notifications
-   API
-   Approval Process Control
-   Audit Trail
-   Automatic Formatting
-   Client Portal
-   Collaboration Tools
-   Contact Management
-   Content Library
-   Contract/License Management
-   CRM
-   Customizable Branding
-   Customizable Reports
-   Customizable Templates
-   Data Import/Export
-   Document Automation
-   Document Management
-   Document Review
-   Electronic Signature
-   Generative AI
-   Knowledge Base Management
-   Proposal Generation
-   Quotes/Estimates
-   Reminders
-   Reporting & Statistics
-   RFP Management
-   Task Management
-   Templates
-   Third-Party Integrations
-   Version Control
-   Workflow Management

[See all features](https://www.capterra.com/p/131735/PandaDoc/#features)

Proposify

Top features

31/34

-   Access Controls/Permissions
-   Activity Dashboard
-   AI Copilot
-   Alerts/Notifications
-   API
-   Approval Process Control
-   Audit Trail
-   Automatic Formatting
-   Client Portal
-   Collaboration Tools
-   Contact Management
-   Content Library
-   Contract/License Management
-   CRM
-   Customizable Branding
-   Customizable Reports
-   Customizable Templates
-   Data Import/Export
-   Document Automation
-   Document Management
-   Document Review
-   Electronic Signature
-   Generative AI
-   Knowledge Base Management
-   Proposal Generation
-   Quotes/Estimates
-   Reminders
-   Reporting & Statistics
-   RFP Management
-   Task Management
-   Templates
-   Third-Party Integrations
-   Version Control
-   Workflow Management

[See all features](https://www.capterra.com/p/133332/Proposify/#features)

### Recognition

PandaDoc is recognized as a top-rated tool in 1 Capterra Shortlist reports

No recognitions have been awarded to Proposify

### Deployment & support

PandaDoc

Deployment

-   Cloud, SaaS, Web-Based
-   Desktop Mac
-   Desktop Windows
-   Desktop Linux
-   On-Premise Windows
-   On-Premise Linux
-   Desktop Chromebook
-   Mobile Android
-   Mobile iPhone
-   Mobile iPad

Support

-   Email/Help Desk
-   FAQs/Forum
-   Knowledge Base
-   Phone Support
-   24/7 (Live rep)
-   Chat

Training

-   In Person
-   Live Online
-   Webinars
-   Documentation
-   Videos

Proposify

Deployment

-   Cloud, SaaS, Web-Based
-   Desktop Mac
-   Desktop Windows
-   Desktop Linux
-   On-Premise Windows
-   On-Premise Linux
-   Desktop Chromebook
-   Mobile Android
-   Mobile iPhone
-   Mobile iPad

Support

-   Email/Help Desk
-   FAQs/Forum
-   Knowledge Base
-   Phone Support
-   24/7 (Live rep)
-   Chat

Training

-   In Person
-   Live Online
-   Webinars
-   Documentation
-   Videos

### Company Details

PandaDoc

-   By PandaDoc
-   Located in United States
-   Founded in 2013

Proposify

-   By Proposify Inc.
-   Located in Canada
-   Founded in 2012

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4.3

Features

4.6

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4.3

Features

4.3

4.4

Ease of Use

4.0

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$19/month

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4.3

Features

4.6

4.3

Ease of Use

4.7

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Contact vendor for pricing

4.3

Features

4.5

4.4

Ease of Use

4.5

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[Proposify](https://www.capterra.com/p/133332/Proposify/)[4.43 (299)](https://www.capterra.com/p/133332/Proposify/reviews/)

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$19/month

4.3

Features

4.6

4.3

Ease of Use

4.8

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4.5

4.3

Ease of Use

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4.3

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