This is an experiment-based comparison between PandaDoc and Proposify. I built the same business proposal page in PandaDoc and Proposify to compare the feature, ease of use, navigation among other parameters.
The document/template editing screen in both the tools has the page element section on the right side of the screen from where you can drag and drop different elements on the page. The content formatting section is at the top.
In PandaDoc, you will see the section divided into Blocks and Fields. Blocks are the modules or elements used to design your page. Fields are the sections that you want your recipients to fill in. Fields boxes range from text, signature, initials, date, checkbox, Dropdown, card details.
Proposify gives you the signature, initials, and custom Input Form as the recipient-end features.
I started off with a blank page (not the cover page) to design my one-page business proposal. I wanted to place a banner at the top. So, I inserted an image in PandaDoc as well as Proposify. Proposify gave me more options to edit the image. I could crop the image, add filters, and tweak the brightness, contrast, saturation, and hue. These in-the-software options are enough to edit the image the way you want it.
PandaDoc doesn’t even allow you to crop the image. So, you have to edit the image using third party software.
The next thing I wanted is a good bold title on the image, which is easy to do in Proposify. However, PandaDoc doesn’t allow you to put text on the image. I confirmed it from PandaDoc Support and they said that PandaDoc only allows you to put text on the image on the cover page. Such a feature is not available on any other page.
So, if you love graphic-rich documents, then you will have more creative freedom in Proposify than in PandaDoc.
No Image editing Options in PandaDoc except for resizing.
Ample image editing options in Proposify
Text on the image in PandaDoc only available on regular pages so I added the text on the side
Edited image and text on the image in Proposify. All done in Proposify
The body text features are almost similar. Easy editing options are available in both tools.
Just for the sake of the checking, I inserted a table in both the documents. Both were decent. However, Proposify gives you more editing options to change the visuals and dimensions of the table. I edited it to match the Computan’s branding colors. The discount and tax options are also available in both the tools.
Initial PandaDoc Table
Final PandaDoc Table
Initial Proposify Table
Final Proposify Table
Variables are the tools that allow you to insert the text in the documents that occur frequently in the documents such as your company name, client’s name, the sender’s name, and contact information. Inserting variables in the documents saves you time.
You can custom-modify the variables as per your requirements in both the tools. However, working out with new custom-made variables is easier in PandaDoc than in Proposify.
In PandaDoc, you can create the variables without exiting your template or document. In Proposify, you have to create the variables at the backend first and then apply them to the document.
You can either generate variables by pressing shift+# together or from the right side bar in Proposify
The signature sections in PandaDoc and Proposify come with easy drag and drop options.
Signature creating options in PandaDoc: You can draw your own signature, choose a type form or upload the image of your actual signatures from your computer.
Table of Contents
Table of Contents allows the viewers to easily know the topics and the corresponding page numbers. This feature is available in PandaDoc with an easy drag and drop option.
You simply give H1, H2, H3, and corresponding tags to the heading on each page. And, once you insert the Table of Content block after the front page, it automatically picks the heading tags from the pages and the page numbers (if you have auto-numbered the pages in the settings). The TOC feature also makes the titles clickable to redirect to that page with a single click. In Proposify, you have to do it manually.
Snippets feature is available in Proposify. It allows you to create and save a certain portion of text from the document which you don’t want to display for a particular recipient but could be used in future proposals. You can simply remove those snippets and add them back again.
In the image below, I created a snippet of the bullet points which I can remove or add anytime, anywhere, and in any document.
In a Nutshell
- PandaDoc is a workflow management tool, a proposal generation tool, and has CPQ – Configuring Price Quote functionality.
- Except for workflow management, all the features are similar to PandaDoc’s in Proposify
- Proposify is creatively more open in case of image and table editing, which allows you to create more beautiful and professional proposals.
- Features like a signature, variables are easy to use in PandaDoc so you can play around with these easily.
- Proposify’s snippets feature gives your major content customization options for multiple documents.
- PandaDoc’s Table of Content feature is useful for long documents with multiple sections.
Computan uses Proposify because its integration features align well with its technology stack. We were looking at the price and the partner program of both. We got to a demo quicker with Proposify and also with their partner program being a bit smaller we felt we could get a bigger footprint there. Proposify also had a certification program.
So, who wins at the end?
The competition is neck to neck. I personally liked PandaDoc because I know and use Photoshop regularly. But, I think in general comparison, Proposify wins this battle for two major reasons
- You don't need additional designing software for image editing on any page. So, marketers who want to make brilliant and appealing proposals but don't have the designing skills can easily make their way through Proposify.
- The backlogs of Proposify are counterweighed by the fact that any software you use regularly becomes handy. Both are equally easy to use when used regularly, but Proposify has the creative edge over PandaDoc.
If you enjoyed reading this, you would definitely enjoy a blog comparing Shopify and Snipcart.