10 best PandaDoc alternatives & competitors in 2024

Branded proposals, requests for proposals (RFPs), contracts, and other documents are important sales tools. Creating, managing, and sending proposals and other documents can be time consuming. Luckily, there are a variety of dedicated, easy-to-use platforms designed to streamline document management. 

While PandaDoc is a well-known proposal software solution, it’s not the only one out there. The software that best suits your business will depend on the size of your team and the features you need.

What is PandaDoc?

PandaDoc is a tool that can help you create complex documents like proposals, quotes, and contracts and track their progress across the sales process. The platform has a robust set of features, including e-signature collection, document customization options, and workflow automation.

Reasons to look for PandaDoc alternatives

As useful as PandaDoc can be, it might not be the best software for your business. For one thing, it requires an internet connection, which could pose a problem if you frequently work at different locations or don’t have consistent access to Wi-Fi.

PandaDoc offers a very limited free option. Users can’t access PandaDoc’s template library or use its drag-and-drop editor on the free plan. After the free plan, PandaDoc’s lowest pricing tier is $35 per user, per month or $228 per user, per year. This Essentials plan has several limitations. Many features are only available on the more expensive plans, including the content library of stored, reusable elements; conditional logic; and approval workflows.

The Essentials plan also permits a maximum of only two users, so any organizations that need more users will have to upgrade — either to the Business tier, which is $65 per user, per month or $588 per user, per year, or to the Enterprise tier, which can be priced per user or per document after contacting PandaDoc’s sales department.

	PandaDoc	Jotform Sign
E-signatures	✓	✓
Document templates	Paid plans only	All plans
Drag-and-drop document editor	Paid plans only	All plans
Approval flows	Business & Enterprise plans	All plans
Software integrations	Productivity integrations on all plans; CRM integrations on Business & Enterprise plans; others available as add-ons	All plans
Salesforce integration	Paid add-on	All plans
Mobile app	No offline functionality	Includes offline functionality
Conditional logic	Business & Enterprise plans	All plans
Form creation	Business & Enterprise plans	All plans
API	Enterprise plan paid add-on	Enterprise plan
Free plan	✓	✓
Paid plans	Essentials ($35/user/month or $228/user/year; max two users) Business ($65/user/month or $588/user/year) Enterprise (custom pricing)	Bronze ($39/user/month or $408/user/year) Silver ($49/user/month or $468/user/year) Gold ($129/user/month or $1,188/user/year) Enterprise (custom pricing)

If PandaDoc doesn’t meet all your needs, you have options. Here are 10 PandaDoc alternatives you can use to generate custom proposals and streamline an often tedious process.

1. Jotform Sign: best for easily creating documents with a drag-and-drop builder

• Best for: easily creating documents with a drag-and-drop builder
• Key features: drag-and-drop functionality, multiple sharing features, extensive customization options, automated approval flows
• Pros: 700-plus templates, PDF uploading and editing, software integrations, mobile app for iOS and Android
• Cons: signed document limits depending on plan
• Pricing: free plan; three paid, single-user plans: Bronze ($39 per month or $408 per year), Silver ($49 per month or $468 per year), Gold ($129 per month or $1,188 per year); Enterprise (contact sales for pricing)
• Overall Capterra user rating: 4.8/5.0
• Overall G2 user rating: 4.7/5.0

Jotform Sign lets users easily gather e-signatures. Generating and sending documents is simple. You can create a signable document by choosing from over 700 customizable templates or by uploading an existing PDF that the software will convert into a signable online document. 

Users can email documents, share them with a link, or embed them into their website to collect signatures. Recipients can sign the documents from any device.

Key features include a drag-and-drop document builder, hundreds of templates (for proposals, lease agreements, bills of sale, and more), multiple form field types, automated approval flows, and automatically generated audit trails. 

Users can easily view the signatures and data collected through Jotform Sign documents with Jotform Tables, which organizes all the information in a helpful table format.

2. Proposify: best for embedding multimedia files into your proposals

• Best for: embedding multimedia files into your proposals
• Key features: advanced permissions controls, extensive customization options, embedding photos and videos, audit trails
• Pros: document templates, software integrations, mobile app for iOS and Android, support for 15 languages
• Cons: no free plan; some features locked behind highest pricing tier, including Salesforce integration, single sign-on, and approval workflows
• Pricing: Basic ($35 per user, per month or $348 per user, per year), Team ($147 per user, per quarter or $492 per user, per year), Business ($780 per user, per year with a minimum of 10 users)
• Overall Capterra user rating: 4.4/5.0
• Overall G2 user rating: 4.6/5.0

Proposify lets users create, send, and track e-signature documents. Some key features include real-time reporting, interactive quoting, a content library, custom fields, and contract approval workflows. Proposify supports 15 different languages, and users can adjust documents’ date format and currency.

Users can also add videos to their documents through YouTube, Wistia, Vimeo, or Vidyard. Photos and GIFs are also supported.

3. Qwilr: best for showing interactive pricing models to clients

• Best for: showing interactive pricing models to clients
• Key features: interactive pricing pages, document analytics, automatic document creation from CRM
• Pros: software integrations, image library, premade templates
• Cons: no free plan, no mobile app, no Salesforce integration or multiple users on lower pricing tier
• Pricing: Business ($420 per user, per year), Enterprise ($708 per user, per year with a minimum of five users)
• Overall Capterra user rating: 4.6/5.0
• Overall G2 user rating: 4.5/5.0

Qwilr offers businesses an intuitive, drag-and-drop proposal management solution. Users can create proposals, send them and gather signatures, and collect payments.

Features include interactive pricing and an easy-to-use document builder that pulls from pre-built content blocks, templates, and an image library.

By integrating with customer relationship management (CRM) tools, Qwilr can automate many aspects of sales workflows, including generating sales material and personalizing content. Buyer tracking and reporting lets users see how clients engage with proposals and notifies them when a proposal has been viewed or signed.

4. Docusign: best for automating agreement workflows

• Best for: automating agreement workflows 
• Key features: no-code workflow automation, custom branding, built-in AI features
• Pros: mobile app for iOS and Android, software integrations, document templates
• Cons: no free plan; send limit of five documents per month on Personal plan; several features locked behind custom plans, including single sign-on, Salesforce document generation, and identity verification
• Pricing for eSignature product: Personal ($15 per month or $120 per year), Standard ($45 per user, per month or $300 per user, per year), Business Pro ($65 per user, per month or $480 per user, per year), custom plans (contact sales for pricing)
• Overall Capterra user rating: 4.8/5.0
• Overall G2 user rating: 4.5/5.0

Docusign is a platform that lets users create and send documents and collect e-signatures. Users can prepare documents from reusable templates, add custom branding, and collect data with forms. Some key features include real-time document tracking, data exports, audit trails, completion signatures, and more.

Other Docusign products allow users to generate agreements and manage agreement workflows. Docusign offers an AI tool that can streamline agreement summaries, contract reviews, and risk identification.

5. Salesforce CPQ: best for integrating your sales documents with Salesforce

• Best for: integrating your sales documents with Salesforce
• Key features: CRM integration, dynamic pricing features, discount controls, approval processes, document generation
• Pros: centralized product catalogs, order management, interactive quote guidance, proposal templates
• Cons: no free plan, no monthly plan
• Pricing: CPQ ($900 per user, per year), CPQ+ ($1,800 per user, per year); some Sales Cloud plans include CPQ
• Overall Gartner user rating: 4.3/5.0
• Overall TrustRadius user rating: 7.7/10

Salesforce CPQ is Salesforce’s Configure, Price, Quote software, designed to streamline sales quoting and automate the billing process.

The tool integrates directly with Salesforce CRM and can be accessed on any device. The CPQ software can pull data straight from the CRM, allowing sales reps to quickly build accurate quotes. Features include conditional rules, dynamic pricing, automated approval chains, a product configurator, and proposal document generation.

6. Fiverr Workspace (formerly AND.CO): best for freelancers who need to create sales documents

• Best for: freelancers who need to create sales documents
• Key features: branded proposals, time tracking tools, automated task prioritization
• Pros: integration with other software, online payment collection with multiple payment methods, free plan, mobile app
• Cons: can’t edit contract templates or brand documents on free plan
• Pricing: free plan, Unlimited ($24 per month or $216 per year)
• Overall Capterra user rating: 4.7/5.0
• Overall G2 user rating: 4.1/5.0

Next on the list of PandaDoc alternatives is Fiverr Workspace. 

Fiverr Workspace can track time users spend on projects, automatically generate invoices based on proposals and tracked time, gather e-signatures, send reminders, collect payments through invoices, and create expense reports for tax purposes. The software has multicurrency support. Users can add and manage their projects, and the tool will automatically pull task lists based on project details, which users can then organize on their dashboard.

7. Concord: best for accessing tracking and reminders for your sales documents

• Best for: accessing tracking and reminders for your sales documents
• Key features: existing document bulk uploads, deadline tracking and reminders, reporting dashboard
• Pros: automated approval flows; software integrations; unlimited documents, storage space, and e-signatures on all plans
• Cons: billed per user, no free plan, integrations unavailable on lowest pricing tier, minimum of five users
• Pricing: Essentials ($588 per user, per year with a minimum of five users), Business ($948 per user, per year with a minimum of five users), Enterprise (contact sales for pricing)
• Overall Capterra user rating: 4.5/5.0
• Overall G2 user rating: 4.3/5.0

Concord is a contract management platform. Users can create, edit, review, send, and sign contracts and make their own templates to reuse when building sales documents. Other features include approval workflows with conditional actions, centralized cloud storage for all documents, user permissions, analytics reports, and advanced document searches. 

Concord also includes intelligence tools to glean insights into agreement lifecycles and team performance, capturing patterns and inefficiencies.

8. Loopio: best for using AI tools to manage your sales documents

• Best for: using AI tools to manage your sales documents
• Key features: built-in AI features, project translation tools, branded templates, task assignments
• Pros: unlimited projects on all plans, project translations, software integrations
• Cons: no transparent pricing plan
• Pricing: contact sales for pricing on all plans
• Overall Capterra user rating: 4.6/5.0
• Overall G2 user rating: 4.7/5.0

Loopio is an RFP response platform that lets you respond to RFPs, due diligence questionnaires, security questionnaires, and other requests for information.

Loopio is designed to intelligently manage and automate response tasks. Teams can design response workflows to efficiently manage projects. Users can store responses in a content library and organize them with tags, upload documents, review the freshness of content, export answers into custom templates, and use generative AI to create answers drawing from the content library.

9. GleanQuote: best for organizations that need to track inventory while creating sales documents

• Best for: organizations that need to track inventory while creating sales documents
• Key features: inventory tracking, price lists, permissions controls
• Pros: software integrations, unlimited template creation, analytics reports
• Cons: minimum of five users on all pricing tiers, no free plan, paid onboarding support required on higher pricing tiers
• Pricing: minimum of five users on all plans; Choice ($35 per user, per month or $360 per user, per year), ConfigPricer ($480 per user, per year, with $1,500 onboarding fee), Plus ($480 per user, per year, with $1,500 onboarding fee), ($780 per user, per year, with $2,500 onboarding fee)
• Overall Capterra user rating: 4.8/5.0
• Overall G2 user rating: 4.6/5.0

GleanQuote is a sales quote and proposal automation software.

It features a proposal builder, product catalogs, custom form fields, e-signature collection, pricing calculations, approval triggers, and reminders for signatures. Like many of the other options listed, this CPQ tool can be integrated with popular CRM and business tools such as Salesforce and Stripe.

10. HoneyBook: best for small businesses that want an all-in-one client management platform

• Best for: small businesses that want an all-in-one client management platform
• Key features: built-in scheduling capabilities, workflow automation, payment collection, invoice creation
• Pros: unlimited clients and projects on all plans, customizable templates, mobile app for iOS and Android, AI tools
• Cons: no free plan
• Pricing: Starter ($19 per month or $192 per year), Essentials ($39 per month or $384 per year), Premium ($79 per month or $792 per year)
• Overall Capterra user rating: 4.8/5.0
• Overall G2 user rating: 4.5/5.0

HoneyBook is a client management platform. Users can create and send invoices, collect payments, generate contracts, gather e-signatures, schedule appointments with easy availability sharing, customize proposal templates, track projects, save sales documents in a single location, and manage client communication from the platform.

The platform also offers action triggers, reminders, automated lead routing, and automatic responses.

Choosing the right tool to simplify proposals, quotes, and contracts

Whether you’re a solopreneur, run a web design agency, or work as a sales VP for an enterprise company, software that lets you create sales documents and streamline workflows can help make your operation more efficient and productive. 

Compare the needs of your business with the features of these PandaDoc alternatives to find the right tool for you. With your ideal document management tool in hand, you can feel empowered to professionalize and expedite your documentation process. 

Check out Jotform Sign’s capabilities to see if it’s the right tool for you.

AS ALWAYS, CONSULT AN ATTORNEY BEFORE RELYING ON ANY FORM CONTRACT OR  CONTRACT TEMPLATE. THE CONTENT ABOVE IS FOR INFORMATIONAL PURPOSES ONLY.