Home/Proposal Software/PandaDoc vs Better ProposalsUpdated on: March 28, 2024

Compare PandaDoc vs Better Proposals

98% The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read More Remove
PandaDoc
PandaDoc Proposal Software (626 Ratings)
88% The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read More Remove
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98% The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read More Remove
PandaDoc

PandaDoc

Proposal Software (626 Ratings)
88% The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read More Remove
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Overview

Summary

PandaDoc is a document builder responsible for workflow management that streamlines and accelerates the user's document processes. It also creates, tracks, and processes documents. The tool offers features under many categories such as proposals, quotes, team management, document access code, content management, branding, tracking, workflow, productivity, etc. The content locking feature of PandaDoc restricts the user's team members from editing a block of content in templates or library items. It integrates with several Customer Relationship Management software that has ERPs. The user can set up new or existing templates and send and e-sign proposals or agreements. The creation and sending of quotes are easy to execute, along with direct workflows. Users can upload the files quickly and send them right away. The transactional documents can be stored as well. The tool can also open discussions with the user's customers, close deals faster, collect payments, organize documents, and much more. ..show more

Better Proposals is an online proposal management platform that helps businesses create beautiful proposals in a few minutes. It includes 160+ templates that can be used by organisations to write and design great-looking proposals as per convenience. Users can even add, change and remove the content from a particular proposal. Colours, introductory video and logo are other elements that can be added to these proposals from time to time. Better Proposals feature a simple and easy-to-use interface that allows businesses to offer an amazing experience to their loyal clients. Users also get to send a secure and encrypted web link to individual clients, enabling end-users to sign the proposal and pay an adequate fee amount in real-time. Also, intuitive reporting and tracking feature-loaded within the same help with seamless pipeline management and real-time nurturing of individual leads. Better Proposals also help with cover page generation and easy proposal idea streamlining. ..show more

Features

Access Control Defines application access to various users. Includes role-based system that controls options to be displayed to different users based on their role

Alert Notifications Alerts the user when predefined criteria is met

Approval Workflow Allows to route the documents to one or multiple people for seeking their approval

CRM Integration Automatically sends and receives the relevant information to the CRM Software that helps in time management

Collaborative Editing Invite individuals or team to co-edit the documents, pictures in real-time

Contact Management Organizing customer data in a centralized location and handling contact details, demographics, transactions, etc.

Customer Pipeline Helps to manage sales and business prospects and boosting them down the sales funnel

Customizable Branding This feature enables the customization of brand marketing to meet specific requirements and preferences.

Document Analytics Helps to know the complete insights of a document like who, when and how it is used.

Document Audit Trail Tracks the document signature history and timestamp for legal attestation

Document Library Central repository to manage your assets like Images, PDF files, etc.,

PDF Export Enables to export the document to PDF file for easy sharing

e-Signature Electronic Signatures help users to sign their digital documents remotely

TECHNICAL DETAILS

Access Monitoring

24/7 (Live rep)

Business Hours

Online

Contact Number/Address

San Francisco, California

Brighton, England

API

Deployment

SaaS/Web/Cloud

Mobile - Android

Mobile - iOS

Mobile - Windows

Mobile - BlackBerry

Installed - Windows

Installed - Mac

Customers

Individuals

Freelancers

Large Enterprises

Medium Business

Small Business

Pricing

Pricing Model

Free Trial

Freemium

One-time license

Open-source

Subscription

Quotation Based

Plans

Free eSign
Free

Upload, send for eSignature and collect payment for as many documents as you’d like.

Features

  • Unlimited legally binding eSignatures
  • Unlimited document uploads
  • Payments
  • Mobile app
Essentials
$29 /User/Month

Create docs with templates or the built-in editor. Collect eSignatures and track docs in real-time too.

Features

  • Includes features of Free plan, plus
  • Templates
  • Rich media drag and drop document editor
  • Pricing tables
  • Document analytics
  • 24/7 email and chat support
Business
$59 /User/Month

Connect your CRM and automate your document workflows from creation to eSignature.

Features

  • Includes features of Essential plan, plus
  • CRM and Zapier integrations
  • Content library
  • Custom branding
  • Approval workflows
  • Forms (New)
  • Bulk send
Enterprise
Custom

For teams that require more capabilities including integrations like Salesforce and API.

Features

  • Includes features of Business plan, plus
  • SSO support and custom user roles
  • Unlimited number of team workspaces
  • Salesforce integration
  • User performance and content reporting
  • API
View Price Page
Starter
$19 /User/Month

Ideal for freelancers and individuals

Features

  • Send 10 proposals per month
  • CRM integrations
  • Payment integrations
  • Content Library
Premium
$29 /User/Month

Perfect for small businesses

Features

  • Send 50 proposals per month
  • Custom domain
  • Zapier
  • Proposal AI
Enterprise
$49 /User/Month

Designed for sales teams

Features

  • Send unlimited proposals
  • One to one training
  • Password protection
  • Manager approvals
View Price Page

SCREENSHOTS

PandaDoc Screenshots
View 3 screenshot(s)
Better Proposals Screenshots
View 2 screenshot(s)

INTEGRATIONS

  • Gmail
  • Freshsales
  • monday.com
  • Microsoft Teams
  • Dropbox Business
  • Slack
  • Box
  • Insightly
  • Microsoft OneDrive for Business
  • Google Sheets
  • PayPal
  • Quickbooks
  • Zendesk Sell
  • Zapier
  • Freshbooks
  • Zoom
  • Authorize.Net
  • Copper CRM
  • Integromat
  • Salesmate
  • Stripe Payments
  • Canva
  • Pipeliner CRM
  • Nimble
  • Zoho CRM
  • Nutshell
  • Google Drive
  • HubSpot CRM
  • Microsoft Dynamics 365 for Sales
  • Square Payroll
  • Salesforce
  • Pipedrive CRM
  • Microsoft Word
  • Olark
  • Freshsales
  • Userlike
  • Asana
  • tawk.to
  • Teamwork
  • Insightly
  • Drift
  • Basecamp
  • Trello
  • PayPal
  • Wrike
  • Zendesk Chat
  • Zapier
  • Capsule
  • ClickDesk
  • Intercom
  • Copper CRM
  • Stripe Payments
  • ActiveCampaign
  • Pure Chat
  • JivoChat
  • Nimble
  • Close
  • HubSpot CRM
  • LiveChat
  • WhosOn
  • Salesforce
  • Salesflare
  • Pipedrive CRM
  • Agile CRM
  • Crisp

ALTERNATIVES

Top alternatives to PandaDoc

signNow
signNow
Adobe Sign
Adobe Sign
Jotform
Jotform
Proposify
Proposify
HelloSign
HelloSign

Top alternatives to Better Proposals

PandaDoc
PandaDoc
Proposify
Proposify
Ideagen Huddle
Ideagen Huddle
Qwilr
Qwilr
Bidsketch
Bidsketch