PandaDoc vs Proposal.biz
PandaDoc
pandadoc.com
Proposal.biz
proposal.bizSide by side
| Figure | PandaDoc | Proposal.biz |
|---|---|---|
| Price from | $19/mo | $1.25/mo |
| Free plan | Yes | Yes |
| Free trial | Yes | Yes |
| Open source | — | — |
| Web | Yes | Yes |
| iOS | Yes | — |
| Android | Yes | — |
| API | Yes | — |
| Plans published | 10 | 13 |
| Spec score · Proposal Software | 9.4 (#1) | 9.0 (#5) |
| Analytics and reporting | Yes | Yes |
| Client activity tracking | Yes | The product tracks document opens, viewers, and section-level engagement on eligible plans. |
| CRM integrations | Yes | Yes |
| Custom branding | Yes | Professional and Business plans can remove the Proposal.biz logo and support branding controls. |
| Built-in e-signatures | Yes | Yes |
| Free plan | Yes | Yes |
| Integrations | Featured integrations include HubSpot, Salesforce, Pipedrive, monday.com, Stripe, Square, Zapier, Slack and Greenhouse. | The integrations page lists HubSpot and Zoho CRM, Slack and email notifications, while Salesforce, Pipedrive, Stripe, PayPal, Razorpay, and Microsoft Teams are marked upcoming. |
| Online payment collection | Yes | Yes |
| Security | PandaDoc is SOC 2 Type 2 certified and hosts services on Amazon AWS. | The company says it uses HTTPS for transmission, password-protected accounts, and limited production-system access; its terms describe reasonable organizational, administrative, physical, and technical safeguards. |
| Support | The pricing page lists 24/7 email and chat support for the Free and Starter plans. | Professional includes chat and email support with a 24-hour response, while Business includes priority support with a 4-hour response. |
| Tracking | Real-time notifications, reporting and reminders show when documents are opened, viewed or completed. | Users can see when clients open documents, how long they spend on sections, whether they forward them, and where engagement drops off. |
Plans
PandaDoc
- FreeFree
- FreeFree
- Starter$19 a month
- Starter$35 a month
- Business$49 a month
- Business$65 a month
- FreeFree
- Starter$19 a month
- Business$49 a month
- EnterprisePriced on request
Proposal.biz
- Free ForeverFree
- Starter$19 a month
- Professional$39 a month
- Business$89 a month
- Starter (annual billing)$15 a year
- Professional (annual billing)$31 a year
- Business (annual billing)$71 a year
- Starter Yearly$19 a year
- Starter Monthly$29 a month
- Professional Yearly$39 a year
In their own words
PandaDoc
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.
Proposal.biz
Proposal.biz is web-based AI software for creating, managing, sharing, tracking, and signing business documents. It supports proposals, NDAs, contracts, statements of work, presentations, webpages, quotes, pitch decks, and reports. Its AI can generate a complete document from a prompt or URL, then draft, rewrite, structure, or evaluate content. Content Master extracts reusable material such as services, case studies, team bios, and pricing structures from URLs or uploaded files. Imports include PDF, Word, Excel, PowerPoint, OpenDocument, CSV, TXT, HTML, and XML files up to 15 MB. Client tracking can show opens, viewers, section-level engagement, forwarding, and where engagement drops off. E-signatures are included across listed plans. The free plan is free and includes one seat, 50 documents, 25 pages per document, 1,000 AI credits, and three content sources. Paid monthly options start at $19 a month; a 14-day trial is listed. HubSpot and Zoho CRM integrations are listed, while Salesforce, Pipedrive, Stripe, PayPal, Razorpay, and Microsoft Teams are marked upcoming.