PandaDoc vs Proposify (2026): which should you pick?

Pick PandaDoc if

• Fits if you send proposals and quotes and want to see when the client opens them
• Works for deals where the client should pay the deposit as they sign

Look elsewhere if

• Pricey if you want pricing tables, auto reminders or analytics, as they need Business at $49 a head
• Skip it if you just need contracts signed, since plain signing apps do that for far less
• Tight if you send to big lists, as bulk send, forms and recipient checks are add-ons priced through sales
• Tight if you're on Starter, which keeps the free plan's 5-template limit
• Watch out: SSO, custom roles and webhooks need Enterprise through sales, and there's no Android or desktop app

Pick Proposify if

• Fits if you send a lot of proposals and want to see when clients open them
• Works for a sales team that wants quotes and signing in one document

Look elsewhere if

• Pricey if you're one person, at $39 a user a month billed yearly
• Tight if you send a lot: each plan has a monthly send limit with an overage fee
• Skip it if you need the API or SSO, which aren't on Build
• Watch out: custom template design costs $1,500 on Build, and Grow's launch kit is $2,000
• Watch out: Salesforce and Aspire integrations are premium add-ons tied to Scale

PandaDoc

• Starter keeps the 5-template limit of the free plan; unlimited templates, pricing tables and analytics start at Business, $49 per user / month billed annually.
• The Salesforce integration, bulk send, forms and recipient verification are paid add-ons priced through sales.
• SSO, custom roles and webhooks need the Enterprise plan, which is priced through sales.
• The free plan has no third-party integrations and limits each document to 2 recipients.

Proposify

• Each plan has a monthly send limit with an overage fee per send; the limits are listed under plan names (Basic, Team, Business) that differ from Build, Grow and Scale.
• Custom template design costs $1,500 with Build, and the Grow launch kit with onboarding is $2,000.
• Grow and Scale are sold through a demo, and API access and SSO are not on Build.
• Salesforce and Aspire integrations are premium add-ons tied to Scale.

PandaDoc

Drag-and-drop document editor

Build proposals and contracts from blocks, import Word files and apply design themes; from Business, reuse sections from a content library.

Quotes and pricing tables

Business adds a quote builder, pricing tables with optional items and a product catalog that can pull products in from a CRM.

Payments at signing

Recipients can pay as they sign through Stripe on every paid plan, and through PayPal, Square, Authorize.net or QuickBooks Payments from Business.

Document analytics

Business shows when a document was opened and how far it got, with an activity timeline, reporting and automatic reminders.

Approval workflows

From Business, route a document to approvers, in order or as groups, before it goes out; conditional approvals cost extra on Business.

AI assistant

An AI assistant can edit document text, and PandaDoc connects to ChatGPT and Claude through its own app and connector.

Proposify

Drag-and-drop editor

Documents are built from text, images, video, tables and shapes, with reusable sections kept in a content library.

Interactive quoting

Buyers can choose optional fees or set their own quantities, and a product catalog stores prices so reps can pull them into a quote.

E-signatures on every plan

Every plan can add signatures to a document to record sign-off. Drafting and editing are unlimited, and only sends count toward the limit.

Engagement tracking

Email notifications show when a prospect views a document, and analytics list each recipient's opens and the time spent in each section.

AI writing and MCP server

An AI widget writes and edits text, and an MCP server lets Claude create and update documents.

Approvals and permissions

From Grow, custom roles lock down what users can do, and approval workflows add conditions that must be met before a document goes out.

PandaDoc

• Free eSign$0

  5 documents a month, 2 recipients per document, 5 templates and basic fields; no integrations and only admin roles.

• Starter$19

  per user / month, billed annually ($35 billed monthly)

  Unlimited documents and e-signatures, the drag-and-drop editor, design themes, Word import, up to 5 templates and Stripe payments.

• Business$49

  per user / month, billed annually ($65 billed monthly)

  Unlimited templates, quote builder and pricing tables, approvals, document analytics, branding, auto reminders and CRM links.

• EnterpriseCustom

  Sold through sales: SSO, custom roles, redlining, conditional content for senders, webhooks and multiple workspaces.

Proposify

• Build$39

  per user / month, billed annually ($49 billed monthly)

  Unlimited documents and signatures, content library, AI and MCP server, document insights, integrations and a product catalog.

• Grow$65

  per user / month, billed annually

  Adds user roles, approval workflows, account metrics, custom fields and API access. Sold through a demo; extra users $780 a year.

• Scale$12,800

  per year for up to 10 users, billed annually

  Adds premium integrations, SSO, multiple workspaces, custom reporting and a dedicated success manager. Extra users $780 a year each.

PandaDoc

• Annual discount

  Lower price with annual billing

  PandaDoc's plan comparison lists Starter at $19 per user a month billed annually against $35 monthly, and Business at $49 against $65.

Proposify

• Annual discount

  3 months free on annual Build billing

  Build is $468 per user a year when billed annually, against $49 a month billed monthly. The pricing page calls this 3 months free.