PandaDoc vs Proposify vs Better Proposals: 11 Best Proposal Software for Agencies & Consultants 2026

Best for All-in-one document workflow

PandaDoc (#1, 9.2/9.4). The best all-around platform for proposal and document workflow automation, with powerful integrations. It also handles Integrating proposals with CRM, Scaling proposal creation.

Best for Maintaining brand consistency

Proposify (#2, 9.0/9.4). Excellent for design-focused agencies needing strong brand control and team collaboration features. It also handles Team collaboration on proposals, Design-heavy proposals.

Best for Creating proposals quickly

Better Proposals (#3, 8.8/9.4). The fastest way to create, send, and get proposals signed, perfect for small businesses. It also handles Improving proposal conversion rates, Simplifying payment collection.

Best for Creating visually stunning, interactive proposals

Qwilr (#4, 8.6/9.4). Best for creating beautiful, interactive web-based proposals that impress clients. It also handles Standing out from competitors, Embedding rich media.

What is Proposal Software?

Proposal software helps businesses create, send, track, and manage sales proposals and other documents like quotes and contracts. It automates manual processes, ensures brand consistency, provides analytics on client engagement, and facilitates e-signatures to close deals faster.

Why do agencies need dedicated proposal software?

Agencies rely on professional, visually appealing proposals to win clients. Dedicated software offers templates, design control, content libraries, and tracking features that are far superior to using Word or Google Docs. This leads to faster creation, better branding, and higher win rates.

How to choose

1. 1Assess your primary CRM: Ensure the software has a deep, native integration with your existing CRM (e.g., HubSpot, Salesforce) to automate data flow and reduce manual entry.
2. 2Evaluate design needs: If your proposals are highly visual and brand-centric, prioritize platforms with powerful editors and customization (like Qwilr or Proposify). If speed is key, look for simple, effective templates (like Better Proposals).
3. 3Consider the entire deal cycle: Do you just need proposal creation, or do you also need contract management, payment processing, and sales analytics? Platforms like PandaDoc and GetAccept cover a broader range of the sales workflow.
4. 4Test the user experience: Sign up for free trials with your top 2-3 contenders. Have the actual team members who will use the software create a test proposal to gauge ease of use and fit for your workflow.

What is the difference between PandaDoc and Proposify?

PandaDoc is an all-in-one document workflow platform, strong in CRM integration and managing the entire document lifecycle (proposals, quotes, contracts). Proposify focuses more specifically on the proposal creation stage, excelling in design customization, brand consistency controls, and content libraries for creative and marketing agencies.

Can I use proposal software for legally binding contracts?

Yes, all major proposal software providers on this list include legally binding e-signature capabilities that comply with regulations like the ESIGN Act and UETA in the United States.

How much does proposal software typically cost?

Pricing generally ranges from $20 to $60 per user per month for standard plans. Enterprise-level plans with advanced features like Salesforce integration, content management, and approval workflows can cost significantly more.

Is proposal software better than using Word or Google Docs?

For any serious agency or consultant, yes. Proposal software offers critical advantages like open/view tracking, interactive pricing tables, CRM integration, content libraries for re-using sections, and integrated e-signatures, all of which save time and increase win rates.