Automate Basics

Proposify vs PandaDoc

Pick up to 4 tools and see their free plans, entry prices, platforms and limits in one table. Every fact comes from each vendor's own pages, checked 21 October 2026.

Written head to head: PandaDoc vs Proposify, with when to choose each side.

Compared on
Proposify

Free trial · from $35/user/mo

PandaDoc

Free plan · from $19/seat/mo

What it isProposal software for sales teams with e-signatures, interactive quotes, document analytics and an MCP serverDocument builder for proposals, quotes and contracts with e-signatures, payments and a free 5-document plan
Free planNo5 documents a month (a shared limit that includes documents created through the API and automations), up to 5 templates, real-time tracking and notifications, limited API access; no credit card required
Cheapest paid plan$35/user/mo billed annually (Build)Proposify pricing$19/seat/mo billed annually (Starter)PandaDoc pricing
What it coversThe non-annual option is billed quarterly at $147 per user; annual billing is $420 per user a year (3 months free). Unlimited documents and signatures.Unlimited document uploads and e-signatures in the app; up to 5 templates; documents created through the API or automations need usage credits.
Free trial14-day free trial, no card needed14-day free trial, no credit card required
PlatformsWeb, APIWeb, API
Integrations (vendor's figure)Integrations with major CRM, sales and invoicing platforms, including Salesforce and HubSpotIntegrations with Salesforce, HubSpot, Pipedrive, monday.com, Zapier, Stripe, Square, QuickBooks Online, PayPal and Slack
Open sourceNoNo
Good for
  • Sales teams sending branded proposals and quotes that clients sign online
  • Seeing which proposal sections a prospect reads before following up
  • Controlling discounts and content with approval workflows
  • Sending sales proposals and quotes that buyers can sign and pay
  • Creating a few signed documents a month for free
  • Generating documents from CRM data in HubSpot or Salesforce
Watch out for
  • No free plan; a 14-day trial only
  • The cheapest plan's non-annual option is billed quarterly, not monthly
  • API access, approval workflows and user roles need Grow, which is billed annually
  • Free plan: 5 documents a month, shared with documents created through the API and automations
  • Starter keeps the 5-template limit; payments, CRM integrations and approval workflows need Business
  • Documents created through the API, bulk send, forms and automations use usage credits, and API creation pauses when credits run out
Made byProposify Inc.PandaDoc Inc.

Entry prices are the cheapest paid plan, as each vendor publishes it; “What it covers” says what that price is per (a user, a channel, a brand, a number of contacts). The sources are listed on each tool's page.

Every tool in e-signature and proposal tools is on its category page, with the written head-to-heads on Compare.