Which proposal software is right for your team?
PandaDoc is better for CRM-heavy teams managing proposals, contracts, and NDAs together. Better Proposals is better for small teams and freelancers who want beautiful proposals at lower cost.
PandaDoc starts at $19/seat/mo (or free for 5 docs/mo). Better Proposals starts at $13/user/mo. See PandaDoc pricing · See Better Proposals pricing
| Feature | PandaDoc | Better Proposals |
|---|---|---|
| Pricing & Plans | ||
| Free Plan | Free plan (5 docs/month) + 14-day trial | 14-day free trial (no free tier) |
| Lowest Paid Plan | $9/month (Launch) | $13/user/month (Starter) |
| Mid-Range Plan | $19/seat/month (Starter) | $21/user/month (Premium) |
| Enterprise Option | Custom pricing | $42/user/month |
| Core Features | ||
| Proposal Templates | ✓ 500+ pre-built templates | ✓ 250+ templates |
| Custom Branding | ✓ Full customization | ✓ Full customization |
| Collaborative Editing | ✓ Real-time collaboration | ✓ Team editing |
| Mobile App | ✓ iOS & Android | ✓ iOS & Android |
| Version History | ✓ Unlimited versions | ✓ Available |
| Integrations | ||
| HubSpot Integration | ✓ Native integration | ✗ Zapier only |
| Salesforce Integration | ✓ Native integration | ✗ Zapier only |
| Slack Integration | ✓ Native | ✓ Native |
| Zapier Support | ✓ 100+ automation | ✓ Available |
| Third-party API | ✓ Full API access | ✓ API available |
| Proposal Capabilities | ||
| e-Signature | ✓ Legally binding | ✓ Legally binding |
| Approval Workflows | ✓ Multi-level approvals | ✗ Not available |
| Payment Collection | ✓ Stripe, PayPal, more | ✓ Stripe, PayPal |
| Expiring Proposals | ✓ Set expiry date/time | ✓ Available |
| Recipient Tracking | ✓ View opens, edits | ✓ View opens, edits |
| Workflows & Automation | ||
| Document Automation | ✓ Advanced (variables, logic) | ✓ Basic (variables) |
| Conditional Fields | ✓ Show/hide based on answers | ✗ Limited |
| Quote-to-Cash | ✓ Full workflow | ✗ Not available |
| Support & Learning | ||
| Email Support | ✓ Available | ✓ 24/7 |
| Chat Support | ✓ Available (paid plans) | ✓ 24/7 |
| Phone Support | ✓ Enterprise only | ✗ Not available |
| Knowledge Base | ✓ Extensive | ✓ Extensive |
| Video Tutorials | ✓ 200+ videos | ✓ Available |
Compare pricing and trade-offs side by side before you decide.
Check current plans and hidden costs before you commit.
See PandaDoc PricingSee official plans and start a 14-day free trial.
See Better Proposals PricingPandaDoc excels in CRM integration, with native connectors to HubSpot and Salesforce. This makes it ideal for teams already using these platforms. You can pull contact data directly, auto-populate proposal fields, and push signed deals back to your CRM. The platform also supports 100+ Zapier integrations, giving you flexibility to connect tools not in the native library.
Better Proposals focuses on simplicity over deep integrations. There are no native CRM connectors to HubSpot or Salesforce. Instead, you rely on Zapier for automation. This is manageable for small teams but becomes limiting if CRM sync is critical to your workflow.
PandaDoc offers extensive customization with 500+ pre-built templates covering industries like real estate, consulting, and SaaS. You can customize colors, fonts, logos, and layouts extensively. The editor is powerful but has a steeper learning curve for complex designs.
Better Proposals is known for beautiful, modern proposal designs out of the box. With 250+ templates, the design quality is consistently high. The editor is more intuitive for non-designers, making it faster to create professional proposals. However, customization depth is less than PandaDoc.
PandaDoc offers tiered support. Free and Launch plan users get email support. Paid plans include email and chat support. Enterprise customers get dedicated account managers and phone support. The knowledge base is extensive with 200+ video tutorials.
Better Proposals standout feature is 24/7 email and chat support on all plans—including the trial. This is valuable for teams across different time zones or those who need fast answers. The knowledge base is solid, though smaller than PandaDoc's.
PandaDoc is built for complex workflows. Multi-level approval workflows let you require approval from multiple stakeholders before a proposal is sent. Conditional logic shows/hides sections based on answers. This is critical for regulated industries and large teams.
Better Proposals handles automation through Zapier integrations, but lacks native approval workflows and conditional logic. For solo consultants and small teams with simpler workflows, this is sufficient. Large teams or regulated industries will find it limiting.
Native CRM integrations save time and reduce manual data entry.
Advanced collaboration and approval workflows are built in.
Route proposals for internal sign-off before sending to clients.
Finance, legal, healthcare, and real estate benefit from compliance features.
Automate the full lifecycle from proposal to payment collection.
Access to CSS and advanced customization options.
Simple workflows and flat pricing work well for teams under 10.
Get started in minutes without complex configuration.
Beautiful templates and intuitive editor for professional-looking proposals.
Immediate help via email and chat, any time of day or night.
Simpler integrations are sufficient for standalone use.
No learning curve—designed for non-technical users.
PandaDoc and Better Proposals serve different audiences well. There's no "better" tool universally—it depends on your team size, CRM usage, and workflow complexity.
For a growing B2B company with team members and CRM data: PandaDoc. For a freelancer or small firm prioritizing beautiful designs and 24/7 support: Better Proposals.
Check current pricing for both tools, or explore other options that might fit better.
PandaDoc alternatives · Better Proposals alternatives · Best for agencies · Cheapest options
Yes. Most proposal data (templates, documents, signatures) can be exported from Better Proposals. However, migrating approval workflows and CRM integrations requires manual setup in PandaDoc. Plan for 1-2 days of setup time for a smooth transition.
Yes. PandaDoc is fully functional as a standalone proposal tool. The CRM integration is optional and beneficial, but not required. You can use PandaDoc if you don't have HubSpot, Salesforce, or any CRM at all.
Not natively. Better Proposals offers Zapier integrations, which provide some automation with CRMs. However, this is less seamless than PandaDoc's native connectors. For deep CRM integration, PandaDoc is the better choice.
Both work for real estate. PandaDoc has more templates for real estate and integrates with real estate CRMs like Follow Up Boss. Better Proposals is simpler and faster for independent agents. Consider PandaDoc for teams, Better Proposals for solo agents.
No. Better Proposals does not offer a free plan. It provides a 14-day free trial of all paid features, but after that you must choose a paid plan (starting at $13/user/month). PandaDoc, by contrast, has a permanent free plan with limited features (5 documents/month).
Yes. PandaDoc allows teams to create shared templates accessible to all team members. Changes to shared templates update across all users. This is useful for maintaining brand consistency across your organization.
Yes. Better Proposals includes payment collection on Premium and Enterprise plans. Stripe and PayPal are supported. Customers can sign and pay directly within the proposal, creating a streamlined workflow.
PandaDoc. It includes approval workflows, audit trails, and document version control—essential for regulated industries like finance, legal, and healthcare. Better Proposals lacks these compliance features by design.
Yes. Both PandaDoc and Better Proposals show when proposals are opened and how long they were viewed. PandaDoc provides more granular tracking (pages viewed, edit history). Better Proposals offers basic open and signature tracking.
Both offer mobile apps for iOS and Android. Better Proposals is known for a more polished mobile experience. PandaDoc's mobile app is functional but less refined. For mobile-first workflows, Better Proposals has the edge.