Proposify specializes in proposal creation and management. PandaDoc, on the other hand, provides a broader document management solution across various document types beyond proposals.
Comparing PandaDoc and Proposify
Platforms Supported
Cloud Storage
Integrations
Custom Branding
Pricing
Proposify
Windows
Mac
iOS
Android
SaaS/Web
Yes
Gmail, HubSpot, Slack, Zoho, DropBox, Box, Google Drive, Salesforce, Stripe, and more.
Yes
Starts at $49 per month
PandaDoc
Windows
Mac
iOS
Android
SaaS/Web
Yes
Box, Dropbox, OneDrive, Google Workspace, and more.
Yes
Starts at
$19 per
month
Proposify vs. PandaDoc: Feature Comparison
Are they compliant?
Proposify maintains GDPR compliance, enabling customer control over compliance preferences. It also boasts SOC2 certification for stringent security and data protection standards. This ensures the safeguarding of client data and privacy.
PandaDoc complies with the Uniform Electronic Transactions Act (UETA) and the Health Insurance Portability and Accountability Act (HIPAA). These ensure that electronic signatures and document management meet legal and healthcare industry standards.
How do Proposify and PandaDoc handle contract lifecycles?
Proposify’s CLM capabilities excel in creating and managing sales proposals, quotes, and other documents. It also offers features for document customization, easy-to-use contract approval workflows, and tracking proposal progress.
PandaDoc’s CLM system streamlines administrative tasks for service and maintenance contracts. The unified interface combines service agreements, contracts, vendor agreements, and asset management for efficient real-time data cross-referencing.
Do they support electronic signature integration?
Proposify allows users to sign electronically from any device in a matter of seconds. It supports multiple signatures from multiple signees, including signatures from unknown signees. Users can conveniently e-sign with both full signatures and initials, offering flexibility and convenience in the signing process.
PandaDoc’s eSignature capabilities are legally binding and compliant with ESIGN and UETA regulations. Each eSignature is accompanied by an electronic certificate that proves a document’s authenticity. Additionally, PandaDoc employs private encryption keys within PDFs, further validating that the files have been e-signed using their platform.
How much document storage do Proposify and PandaDoc offer?
Proposify provides unlimited document storage capabilities, allowing users to securely store and organize their proposals and documents.
Similarly, PandaDoc also provides an unlimited document storage system. It provides a searchable and centralized solution for all digital documents.
What integrations are present on both platforms?
Proposify boasts a range of integrations with multiple software. These integrations include tools like Gmail, HubSpot, Slack, Zoho, Dropbox, Box, Google Drive, Salesforce, Stripe, etc.
PandaDoc also integrates with a wide range of popular platforms, including Box, Dropbox, OneDrive, Google Workspace, and many more. These integrations empower users to seamlessly incorporate PandaDoc into their existing workflows.
Proposify or PandaDoc for workflow automation?
Proposify’s workflow automation feature is a sales accelerator. It empowers users to create interactive and error-free quotes for swift deal closures. This feature not only removes risks but also ensures consistency in agreements. It also provides a secure environment for locking all sales documents directly within Proposify.
PandaDoc’s workflow automation feature seamlessly integrates with a user’s existing CRM. This streamlines repetitive tasks and enhances efficiency within business processes. With PandaDoc, you can effortlessly create interactive pricing tables and optimize your workflow by toggling the “Automatic Import” option in your documents and templates.
Which of them provides better audit trails and logs?
Proposify ensures compliance with industry standards by implementing robust audit trails and logs. The platform authenticates signatories and creates a comprehensive audit trail associated with the document and each signature.
PandaDoc also offers an audit trail and logs feature that simplifies document tracking. The platform ensures that all document interactions and changes are thoroughly documented and backed up. A comprehensive audit trail is in place to maintain transparency and accountability in document management.
Fill: The Best Alternative to Proposify
Fill offers robust advantages for enterprises in different industries.
HIPAA Compliant
Fill goes beyond GDPR by ensuring HIPAA compliance for businesses handling sensitive healthcare data.
Robust Templates
Fill has a wide range of document types, including sales, investor & new hire contracts, wills, and more.
Build Forms
Fill goes beyond document management to include easy-to-build forms that are reusable.
Over 1 million satisfied users.
With an average of 4.6 and 4.9-star ratings on Google Play and Apple App Stores, Fill is the best electronic signature platform for individuals and businesses. It’s an eSignature solution trusted by millions of users.
Sarah I. Manager Banking
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The software is very easy to use and fill out all required fields.
Candace P.Teacher
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The NEXT feature was helpful. The fonts were large and easy to read.
Troy T.Director of Operations Hope Center Emergency Shelter
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very easy 2 fill and complete seems to be a nice product despite this force review
Enrique J.Owner Real Estate
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Simple format easy to place information once figured out how to use spaces instead of tabs
Marie L.Owner Real Estate
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Product is simple and easy for an employee to use.
Small business
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The most helpful part is i can easily manage track and esign documents.
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