Home/Proposal Software/PandaDoc vs ProposableUpdated on: March 29, 2024

Compare PandaDoc vs Proposable

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)
86% 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)
86% 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

Proposable is a proposal software that streamlines the process of e-Signing, creating, tracking, and delivering sales collateral. It reduces the time it takes to customize new proposals by simplifying your new proposal procedure to just a few clicks. With Proposable, you can skip the traditional copy/paste and instead use replace and search on all new proposals for your clients and prospects to save time and difficulties. You can impress your customers with stunning proposals that stand out from the crowd. You can incorporate video and rich media into your proposal webpages for a more realistic sales presentation. You can activate proposal payments to get your payment. You can create proposals dynamically from CRM opportunities and feed proposal proceedings back into your CRM for a clearer view of all your ongoing negotiations. You can view through metrics and track how each recipient responds to your sales collateral. You can set up SMS or email alerts for proposal views and other important events in real time. Additionally, you can control who has to approve ideas before they are sent out with Proposable. ..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

Bloomington, Indiana

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
Solo
$19 /User/Month

For users who only send a few proposals each month

Features

  • 5 proposal deliveries per month
  • Email & Chat Support
  • Electronic Signatures
  • Limited Integrations
  • Content Library
  • Proposal Analytics
  • SMS Event notifications
Team
$39 /User/Month

For teams that send a high volume of proposals

Features

  • Unlimited Proposals
  • Email & Chat Support
  • Electronic Signatures
  • Standard CRM Integrations
  • Content Library
  • Proposal Analytics
  • SMS Event notifications
  • Stripe Payments
  • Team Collaboration
  • Custom Proposal URL
  • Sales Team Stats
Enterprise
$500 /Month

For businesses that need more flexibility & support

Features

  • Unlimited Proposals
  • Email, Chat, & Phone Support
  • Electronic Signatures
  • All CRM Integrations
  • Content Library
  • Proposal Analytics
  • SMS Event notifications
  • Stripe Payments
  • Team Collaboration
  • Custom Proposal URL
  • Sales Team Stats
  • Departments
  • Department Stats
  • Manager Approval
  • Data Export
  • Custom Integrations
  • API Access
  • Acceptance Redirect
  • Template Assistance
  • Account Manager
  • Team Training
View Price Page

SCREENSHOTS

PandaDoc Screenshots
View 3 screenshot(s)
Proposable Screenshots

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
  • Stripe Payments
  • HubSpot CRM
  • Microsoft Dynamics 365 for Sales
  • Salesforce
  • NetSuite
  • Pipedrive CRM
  • Zapier
  • Capsule
  • Insightly

ALTERNATIVES

Top alternatives to PandaDoc

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

Top alternatives to Proposable

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