Quick comparison
Shortlist first, details second. Always double-check current pricing and plan limits on the vendor site.
| Tool | Best for | Setup time | Pricing | Why it’s here | Watch-out |
|---|---|---|---|---|---|
| Proposify Top pick | Sales proposals + follow-up | 1–2 hours | Paid | Great tracking and a polished proposal experience | Can be heavy if you only need signing |
| PandaDoc | Proposal + e‑sign | 1–2 hours | Paid | Strong templates and pricing tables | Overkill for very simple offers |
| Better Proposals | Lightweight proposals | 1 hour | Paid | Fast to ship proposals without complexity | Less robust enterprise workflows |
How we picked
- Optimized for agency workflows: delivery visibility, client collaboration, and handoffs.
- Prioritized low-friction setup and sane permissions (so you actually adopt it).
- Checked reporting and “share with clients” realism (not just feature checkboxes).
- Included a clear watch-out for each option to avoid bad fits.
Pricing checked: 7 Jan 2026. Evaluated on: setup friction, permissions, reporting, and handoff realism.
Proposify
Best for: agencies that care about proposal performance
Proposify is best when proposals are a core lever and you want analytics + follow-up discipline.
- Good templates and approvals.
- Tracking helps sales follow up properly.
- Great for packaged retainers.
PandaDoc
Best for: teams that want proposals + contracts together
PandaDoc works well when you want pricing tables and signing without stitching tools together.
- Great for structured pricing packages.
- Reusable templates reduce prep time.
- Solid for teams sending lots of proposals.
Better Proposals
Best for: small teams that need simple proposals
Better Proposals is a pragmatic option when you want speed and decent formatting, not enterprise workflows.
- Fast to start.
- Good for simple, repeatable offers.
- Less admin overhead.
Bottom line
Pick a proposal tool that matches your sales motion: Proposify for sales follow-up, PandaDoc for proposals + signing, Better Proposals for lightweight speed.
FAQ
What’s the biggest feature that matters?
Templates + pricing tables + approvals. If those are weak, the tool won’t stick.
Do I need e‑sign inside the proposal tool?
If you sell retainers, yes—keeping the flow in one doc often increases conversion.
How do I improve close rate?
Standardize your proposal structure and shorten time-to-send. Tools help, but discipline matters more.