15 PandaDoc Alternatives: Which One is Best for You? | Proposify

With Proposify, sales teams can say goodbye to messy, inconsistent proposal processes. Proposify helps teams gain control and visibility at every step, from on-brand proposal creation to prospect activity tracking and content optimization. The software is popular amongst franchises, B2B SaaS, marketing agencies, consultants, construction companies, and other service-based businesses.

Features:

• E-signatures

• 75+ proposal templates, quote templates, and contract templates

• Custom fields

• Proposal design editor

• Internal proposal review and approvals

• Proposal comments for clear negotiation

• Interactive pricing tables

• Web-based proposals with no attachments required

• Content library with re-usable snippets

• Proposal viewing and closing analytics

• Email templates

• Notifications

• Automated email reminders

• Integrations with HubSpot, Gong, Salesforce, and more

• Payment processing

• And more! (take the tour and learn more about Proposify's features)

Pricing:

Proposify’s Basic Plan costs $29 per seat per month. The Business Plan costs $65 per seat and offers advanced features for companies with 10+ users. Learn more about Proposify pricing.

Pros and cons:

Proposify is one of the top proposal tools available. It’s perfect for sales teams that want to create compelling, on-brand proposals and improve control and visibility throughout the entire proposal process. However, it might be too robust for solo firms and very small businesses.

2. Scoro

Scoro is a comprehensive platform for managing all sorts of collaboration. It includes proposal creation and signing features alongside project management and time tracking.

Features:

• Time tracking

• Gantt charts for project management

• Proposal and quote creation

• Purchase order tracking

• Team budget tracking

• Business analytics

Pricing:

The Essential Plan costs $26 per user and the Pro Plan, which unlocks all core features, costs $63 per user per month. All plans require a minimum of 5 users.

Pros and cons:

Most companies looking for proposal software already have project management and financial management solutions in place, making Scoro unnecessarily complex. If you’re launching a brand new small business, you might benefit from starting with Scoro. But as your company grows, Scoro’s jack-of-all-trades approach might mean it doesn’t have the best-in-class features each team needs.

3. Qwilr

Qwilr is a simple proposal software with affordable plans. In addition to web-based proposals that don’t require document uploads and downloads, you also get e-signatures and payment collection.

Features:

• Proposal builder

• Interactive widgets

• CRM integrations

• Payment processing

• E-signatures

Pricing:

You’ll pay $35 per user per month on the Business Plan, and $59 per user per month on the Enterprise Plan, which offers advanced customization.

Pros and cons:

While Qwilr does offer an attractive proposal builder, it doesn’t include email templates and automation, so it might not be a fit for most sales teams.

4. DocuSign

DocuSign is a popular platform for signing all sorts of contracts. You’ll need to create your contracts in Microsoft Word, PowerPoint, or another platform, but then you can upload them as reusable templates.

Features:

• E-signatures

• Accepts PDF, DOCX, RTF, TXT, and PNG

• Electronic notarization

• Contract lifecycle management

• Integrations with Salesforce and other CRMs

Pricing:

The Personal Plan costs $10 per month, the Business Plan costs $25 per user per month, and the Business Pro Plan costs $40 per user per month. Most businesses will need their middle-tier plan.

Pros and cons:

DocuSign is great if you want to collect e-signatures on a variety of documents and use a single platform across all teams. However, it doesn’t offer a proposal builder or templates, meaning you’ll have to hire a graphic designer to help you create your proposal style. Then, your sales team will have to wrangle that platform to customize the proposal content for each client.

5. Nusii

Nusii is an online proposal tool that makes it easy to create beautiful proposals and send them for e-signature. You can also add editable pricing tables and collect payments from clients.

Features:

• Proposal templates

• Email notifications and reminders

• Support for multimedia content

• Payment processing

• Integrations with CRMs

Pricing:

The Freelancer Plan costs $29 per month and allows you to have up to 5 active proposals. The Agency Plan costs $49 per month and allows you to have up to 20 active proposals.

Pros and cons:

Nusii’s pricing is based on the number of active proposals instead of the number of active users, making it a good fit for small businesses that don’t pitch and sign new clients frequently. However, if you have a higher-volume business model, you’ll do better with a proposal platform with unlimited access. What’s more Nusii lacks the analytics features that will help you track client activity and proposal success.

6. Concord

Concord is a contract lifecycle management platform that multiple teams can use, including sales, legal, procurement, and HR.

Features:

• Contract builder

• Internal contract approval workflows

• E-signatures

• Contract storage

• Renewal deadline tracking

Pricing:

You’ll pay $17 per user per month on the Standard Plan and $49 per user per month on the Pro Plan, which unlocks access to the Salesforce integration as well as approval workflows and customized reports.

Pros and cons:

With its contract builder and tracking capabilities, Concord is a great PandaDoc alternative for teams that don’t want to struggle with Microsoft Word. However, it doesn’t offer a proposal builder or templates, so consider Proposify or Nusii if you’re looking to streamline design and proposal customization.

7. Loopio

With Loopio, you can centralize your responses to RFPs, making it easier to recycle your best content. You can also improve team collaboration and save time on every proposal.

Features:

• Content library

• Magic response automation

• Dynamic RFP templates

• Project tracking

• Proposal analytics

• Integrations with CRMs

Pricing:

As an enterprise-only solution, Loopio doesn’t publish their pricing online, so you’ll need to get in touch with them for a custom quote.

Pros and cons:

The content library and magic response automation make Loopio a good fit for companies that want to speed up their responses to RFIs, RFPs, and security questionnaires. However, if you’re looking for a solution for simpler, unsolicited proposals, Loopio will be too complex and costly for your needs.

8. Honeybook

With its all-in-one approach, Honeybook is a good option for freelancers, creatives, and other small businesses looking to consolidate proposal software with the rest of their tech stack.

Features:

• Invoices

• Proposal and contract builder

• Appointment and service booking

• Lead tracking

• Project tracking

• Payment processing

• Forms and questionnaires

Pricing:

Honeybook offers unlimited access to all features for $39 per month or $390 per year.

Pros and cons:

If you’re running a one-person company, Honeybook offers the proposal features you need alongside other business management tools so you can lower your monthly expenses. But most sales teams will need advanced proposal features like content libraries, email templates, and proposal analytics.

9. Dubsado

Dubsado is similar to Honeybook. You’ll get proposal creation, sending, and signing alongside other business management features that work well for solo businesses.

Features:

• Proposals

• Embeddable website packages

• Payment processing

• Contracts

• Invoices

• Calendar scheduling

• Forms and questionnaires

• Client portals

Pricing:

The Starter Plan costs $150 per year and gives access to many of the features. For the Premier Plan, you’ll pay $350 per year and unlock all features.

Pros and cons:

Dubsado’s Starter Plan is very affordable and does include their proposal features, making it a good fit for a company of one. If you’re looking to streamline proposal creation as a team and improve brand consistency, Dubsado won’t be a fit for you.

10. Jotform Sign

Jotform Sign is an e-signature solution offered by form builder Jotform. You can use it to convert PDFs into online documents, collect signatures, and automate manual processes.

Features:

• Turn PDFs into contract templates

• E-signatures

• Embed contracts on your website

• Email notifications and sharing links

• Tables for aggregating contract data

Pricing:

Jotform’s free plan allows up to 5 forms and 10 signed forms per month. Their Silver Plan costs up to $39 per month and lets you have up to 50 forms and 250 signed forms per month. You can also get in touch with them for a custom enterprise plan with unlimited signing.

Pros and cons:

If you have a simple proposal document you send to all prospects with little to no customization, Jotform Sign could work for you. However, if you want to mix and match the right content to create the perfect proposal or write a custom executive summary, choose another PandaDoc alternative on our list.

11. DealHub

DealHub is a contract management solution designed for B2B SaaS companies. You can use it to track the progress of deals, send and sign contracts, and stay on top of subscription renewals.

Features:

• DealRoom (portals for multiple decision makers and docs)

• Proposals and price quotes

• E-signatures

• Automate contracts and renewals

• Track upselling and cross-selling opportunities

• Salesforce and other CRM integrations

Pricing:

DealHub doesn’t publish their pricing online, so get in touch with them for a custom quote.

Pros and cons:

With the DealRoom and renewal tracking, DealHub offers a great solution for SaaS sales teams. However, despite all of the niche features, the proposal builder lacks dynamic pricing tables, video embeds, and intake forms. If top-notch proposals matter to you above all else, consider another PandaDoc alternative.

12. GetAccept

With GetAccept, you can send proposals and quotes to your prospects, deliver sales enablement materials, and chat with your buyer while they review everything. You can then collect payments with a variety of integrations.

Features:

• Proposals and quotes

• E-signatures

• Digital sales rooms for each buyer

• Personalized videos

• Live chat

• CRM and payment integrations

Pricing:

On the free service, you can send 3 documents per month. Or, opt for the Professional Plan for $49 per user per month to get unlimited sending and signing.

Pros and cons:

GetAccept is a PandaDoc alternative that is most similar to DealHub. If you want to create sales rooms where you can upload a variety of materials, this might be a good solution for you. But if you don’t want to overwhelm your buyer with a lot of different items and links, then you should consolidate your sales process into a single proposal that supports multimedia files, proposal reviews, and negotiation.

13. RFPIO

RFPIO is a great option for companies that respond to RFPs, RFIs, RFQs, and security questionnaires. But you can also use it to send unsolicited proposals, or as RFPIO calls them, proactive proposals.

Features:

• RFP response automation

• Proposal sending

• E-signatures

• Knowledge management

• Security questionnaire response automation

• Integrations with CRM and collaboration tools

Pricing:

To get a custom quote, contact their sales team.

Pros and cons:

Responding to RFPs and security questionnaires requires a lot of manual, repetitive work from high-value employees. RFPIO makes it easy to supercharge your productivity. However, they don’t offer many proposal templates or advanced proposal features, making this solution unideal for most sales teams.

14. DocSend

DocSend is a secure document-sharing solution that can be used for sales, investor relations, board communication, non-profit fundraising, and pitch deck feedback.

Features:

• Document sharing

• E-signatures

• Secure client portals

• Document analytics

• Video analytics

Pricing:

The Personal Plan costs $10 per user per month (and allows up to 4 signatures per user). The most popular subscription is the Standard Plan, which costs $45 per user per month and unlocks unlimited signing.

Pros and cons:

Like GetAccept, you can use DocSend to create client portals and upload all sales enablement materials, including proposals. However, DocSend is designed for sharing all sorts of documents for all sorts of use cases. It doesn’t offer a proposal builder or template, so you’ll need to use Canva or something similar for customizing proposal docs. That said, DocSend could be a fit if you’re looking for something that will scale across multiple teams, not just sales.

15. Oneflow

Oneflow is a digital contract management platform best suited to small businesses. If you’re fine with simple contracts and you don’t need on-brand proposals, this platform might be a fit for you.

Features:

• PDF and digital contracts

• Contract comments

• Audit trail

• Contract templates

• Contract lifecycle calendar

Pricing:

You’ll pay $17 per user per month for the Essentials Plan, which gives you access to the contract templates and e-signatures. On the Business Plan for $45 per user per month, you’ll also get their data retention and lifecycle features (but you’ll need to pay extra for the Salesforce integration).

Pros and cons:

OneFlow offers a lot in the way of the post-sign experience. You can use data fields, tags, integrations, and retention policies to automate client onboarding and internal tasks. It also offers contract lifecycle management features at an affordable cost. However, the lack of a content library means you won’t be able to create and store different snippets. For that reason, this is only a fit if your proposal templates remain very static. The contracts also look like contracts (as opposed to beautifully designed proposals).