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Proposify vs PandaDoc vs ClientPoint - Which Tool Fits Your Business?

TL;DR - Quick Comparison Summary

Description

Proposify's powerful proposal management platform makes creating and managing complex proposals easy and efficient. Proposify enables users to create proposal packages in minutes without ... Read More

PandaDoc is a seamless merger of documents and signatures into one powerful, streamlined experience. It lets user send proposals using any email client and respond to client questions with ... Read More

ClientPoint is a contemporary proposal software for professional services firms. It's a complete solution that offers clients the ability to deal with business proposals from multi-service ... Read More

Entry Level Pricing

  • Starts from $49
  • Starts from $19 , Billed Yearly
  • Not Available

Free Trial Availability

  • No free trial

Spotsaas Score

9.3/10

9.8/10

8.5/10

User Ratings

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Software Demo

Demo

How do Proposify, PandaDoc and ClientPoint Compare on Features?

Total Features

13 Features

13 Features

8 Features

Unique Features

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        What Do Proposify, PandaDoc and ClientPoint Cost?

        Pricing Option

              Starting From

              • $49
              • $19 , Billed Yearly
              • Not Available

              Pricing Plans

              • Not Available
              • Free eSign

                • Unlimited legally binding eSignatures

                • Unlimited document uploads

                • Payments

                Show more +

              • Essentials

                • Includes features of Free plan, plus

                • Templates

                • Rich media drag and drop document editor

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              • Business

                • Includes features of Essential plan, plus

                • CRM and Zapier integrations

                • Content library

                Show more +

              • Browse all pricing plans
              • Not Available

              Pricing Page

              proposify pricingpandadoc pricing

              Pricing information not available

              Other Details

              Organization Types supported

              • Medium Business
              • Small Business
              • Large Enterprises
              • Individuals
              • Freelancers
              • Medium Business
              • Small Business
              • Large Enterprises
              • Individuals
              • Freelancers
              • Medium Business
              • Small Business
              • Large Enterprises
              • Individuals
              • Freelancers

              Platforms Supported

              • Browser Based (Cloud)
              • Mobile - Android
              • Mobile - iOS
              • Installed - Windows
              • Installed - Mac
              • Browser Based (Cloud)
              • Browser Based (Cloud)
              • Mobile - Android
              • Mobile - iOS
              • Installed - Windows
              • Installed - Mac
              • Browser Based (Cloud)
              • Browser Based (Cloud)
              • Mobile - Android
              • Mobile - iOS
              • Installed - Windows
              • Installed - Mac
              • Browser Based (Cloud)

              Modes of support

              • 24/7 (Live rep)
              • Business Hours
              • Online
              • 24/7 (Live rep)
              • Business Hours
              • Online
              • 24/7 (Live rep)
              • Business Hours
              • Online

              API Support

              • Available
              • Available
              • Not Available
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              Get Quote

              Proposify vs PandaDoc User Reviews & Rating Comparison

              User Ratings

              Rating Distribution

              Excellent

              543

              Very Good

              21

              Good

              2

              Poor

              3

              Terible

              0

              Excellent

              1889

              Very Good

              82

              Good

              4

              Poor

              3

              Terible

              9

              Excellent

              135

              Very Good

              52

              Good

              7

              Poor

              1

              Terible

              1

              Expert's Review generated by AI

              Proposify is a versatile proposal software that has garnered praise for its user-friendly interface and customizable templates. Users appreciate the ease of creating professional proposals and ...Read more

              PandaDoc has received rave reviews from users within the past year, showcasing its exceptional features and ease of use. Users appreciate the seamless customization options for signatures, making ...Read more

              ClientPoint has garnered remarkable praise from users over the past 12 months. The standout feature is its ability to streamline proposal creation, offering quick solutions tailored to clients' ...Read more

              Pros and Cons

              Pros and Cons of Proposify

              • Templates are easy to use, professional-looking, and customizable, saving time and enhancing productivity.

              • Streamlines proposal creation process, making it quick and efficient with real-time insights on proposal views and engagement.

              • Offers a user-friendly interface, allowing easy customization of proposals tailored to clients' needs.

              • Integrates seamlessly with other tools like Stripe and Harvest for billing, reducing human error.

              • Some users find the editor tool can be finicky and cumbersome during the proposal creation process.

              • Pricing structures like per user pricing may be seen as high by some users.

              Pros and Cons of PandaDoc

              • Streamlines the process of requesting and collecting signatures, making it faster and more efficient for businesses.

              • User-friendly interface that simplifies document editing and tracking, even for non-technical users.

              • Provides excellent customer service, with prompt responses and efficient issue resolution.

              • Offers a free version that caters to the needs of small businesses and individuals.

              • Pricing for the paid plans may be expensive for some businesses.

              • Limited editing capabilities in the free version, which can be restrictive for certain users.

              Pros and Cons of ClientPoint

              • Speeds up proposal creation, helping to close deals faster and improve sales efficiency.

              • Allows for customization and tailoring of proposals to individual client needs.

              • Provides seamless integration with CRM software, enhancing tracking and analytics capabilities.

              • User-friendly interface with easy navigation and intuitive features.

              • While highly customizable, the rich feature set can be overwhelming for new users without adequate support.

              • Limited selection of apps and connectors in the Marketplace restricts advanced functionalities and integrations.

              Positive Reviews

              No reviews available for the product

              No reviews available for the product

              No reviews available for the product

              List of Customers

              Customers

              Bang Digital

              Bang Digital

              ORLO

              ORLO

              Yellowstone

              Yellowstone

              Impact

              Impact

              Above Green

              Above Green

              Werfen

              Werfen

              No Customers information available.

              Media and Screenshots

              Screenshots

              No screenshots available.

              Bulk Download

              3 Screenshots

              ClientPoint Reports

              3 Screenshots

              Videos

              video-0

              4 Videos

              video-0

              3 Videos

              video-0

              3 Videos

              Add to Compare

              Frequently Asked Questions (FAQs)

              Stuck on something? We're here to help with all the questions and answers in one place.

              Yes, both Proposify and PandaDoc offer a Free Trial.

              Proposify is designed for Individuals, Large Enterprises, Medium Business and Small Business.

              PandaDoc is designed for Large Enterprises, Medium Business and Small Business.

              Pricing for Proposify Starts at $49/User/Month whereas for PandaDoc Starts at $19/User/Month when Billed Yearly.

              Some top alternatives to Proposify includes PandaDoc, Better Proposals, Qwilr, Proposable, Propoze, Docspo, ProposalPad, Fresh Proposals, Prospero and QorusDocs.

              Some top alternatives to PandaDoc includes Proposify, Qwilr, Proposable, seProposals, Docspo, Adobe Sign, DocuSign, HelloSign, QorusDocs and Conga Composer.

              Disclaimer: This research has been collated from a variety of authoritative sources. We welcome your feedback at [email protected].

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