PandaDoc vs Proposify - Increase Close Rates by 36% [2021 Update]

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Competitive Comparison Page

What you get when you switch from Proposify to PandaDoc

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Legally-binding digital signatures

Legally-binding digital signatures

Not only are our electronic signatures legally-binding and easy to use, you can also create custom fields, receive recipient files, and set up a signing order. Proposify digital signing features limit you to basic eSignature fields without much customization.

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Process payments securely

Why hassle with a separate platform or tool for invoicing? With PandaDoc, you can send professional proposals, quotes, and invoices from a single tool, and accept credit card payments right inside any document with PandaDoc Payments (you can connect your PayPal, Stripe, Square, QuickBooks Payments, or Authorize.Net accounts). While Proposify does offer invoicing integrations, signing and accepting payments is easier with PandaDoc.

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Track and measure performance

Track and measure performance

Knowledge is power, and PandaDoc puts a wealth of data at your fingertips with our advanced analytics. Managers can see where every document is in the pipeline and users can see exactly how, when, and for how long their recipient interacted with the documents they sent. PandaDoc allows you to track individual and sales team performance with revenue generated, time-to-close, close rate metrics. PandaDoc advanced reporting gives you a broader picture than the typical and standard notifications Proposify offers.

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Fast deployment

PandaDoc may be one of the most powerful digital document solutions on the market, but that doesn’t mean it’s difficult to get up and running. In fact, most companies can deploy PandaDoc in a single day, and we’ve seen large companies with complex document processes deploy in less than a week. We also offer a dedicated Onboarding Team to help implement any use case you need. The Proposify team is just a small 50 person team whereas with PandaDoc you’ll have the 24/7 support of 200+ pandas in three countries.

Ready-to-use integrations and API

A digital document solution should enhance the tools you’re using today, not distract you from them. That’s why PandaDoc seamlessly integrates with dozens of business apps, including every major CRM like Salesforce, HubSpot, and Microsoft Dynamics. You’ll love utilizing the full power of PandaDoc inside the tools you work with every day with the PandaDoc API. The Proposify API is no match for the robust capabilities the PandaDoc API offers.

Working better together is easy with PandaDoc thanks to the built-in commenting feature. You’ll no longer have to struggle with lengthy confusing email threads and with our Audit trail, you won’t have to worry about fetching the latest document version. PandaDoc manages it all for you and gives you a centralized space to communicate with your recipients right inside every document.

Effective teamwork

Make cross-functional collaboration amongst all of your team members with unlimited workspaces to close deals faster. Define content, templates, settings and more for each of them. You can also create customized roles that match that team’s workflow and approval processes. PandaDoc is the perfect fit over Proposify if you have sales, marketing, and finance consistently working with the same documents across your organization.

Establish a better document process that aligns with your document policy and procedures. Build approval workflow rules with clear next steps and approver assignments with our workflow features that you’ll find in typical contract management software. Proposify doesn’t offer such robust functionality, so if a streamlined approval process is what you need, then PandaDoc is right for you.