Create My Proposal vs PandaDoc

Create My Proposal is a web app for service businesses preparing branded proposals, pricing tables, schedules, scope documents, and client approval links. Users can begin with a reusable template or start from scratch, then share a branded link by email or WhatsApp. Clients can review and approve proposals through a public link without an account, and built-in e-signatures collect approval. Activity tracking shows views, comments, and approvals with timestamps. Pricing tables support quantities, discounts, tax, deposits, and recurring or one-time charges; visual schedules can show milestones and payment triggers. Templates include architecture, consulting, retainer, and tourism proposal types. AI assistance can generate executive summaries, scope, and follow-up emails. Each proposal can use its own currency and be in English, Spanish, or both. The free plan costs nothing and allows 3 proposals per month. Pro is listed at $29 a month for unlimited proposals; Business is listed at $79 a month and includes team members, advanced analytics, saved terms, premium templates, and priority support. The pricing page says Pro and Business are coming soon, with billing details still being finalized.

PandaDoc automates proposals, quotes, and contracts through document creation, sending, signing, and tracking workflows. Templates, rich media, and a drag-and-drop editor support agreement creation, while real-time editing, comments, and approval workflows let teams review documents before delivery. Recipients can sign electronically, and notifications, reminders, and reporting show when documents are opened, viewed, or completed. Document workflows can include product catalogs, Configure-Price-Quote tools, and payment collection. Integrations include Salesforce, HubSpot CRM, Pipedrive, Stripe, Slack, Canva, and Dropbox; the platform also provides an API and document embedding. The free plan allows 60 documents per year and up to two recipients per document, with unlimited storage and users; downloads are PDF only. Paid plans start at $19 per user per month billed annually. PandaDoc offers a mobile app for creating, viewing, tracking, signing, and uploading documents, but accounts with pandadoc.eu addresses cannot use it. PandaDoc states that it is E-SIGN, UETA, and HIPAA compliant and SOC 2 certified.