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 | Proposal-first workflow | 1 day | Paid | Best when proposals are a team sport | More process than lightweight tools |
| PandaDoc | Docs + signing | Half day | Paid | Strong for approvals + signatures | Needs good templates to shine |
| Better Proposals | Lightweight proposals | 1–2 hours | Paid | Fast setup and simple flow | Less depth for complex offers |
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.
We refresh guides when pricing/features shift. Always verify current terms on the vendor site.
Proposify
Best for: agencies with repeatable proposal packages
If you sell retainers or packaged services, Proposify’s structure helps you stay consistent and faster.
- Better for team workflow and standardization.
- Good for keeping proposals on-brand and predictable.
- Pairs well with a CRM-driven pipeline.
PandaDoc
Best for: agencies focused on signing + approvals
If your main pain is getting documents signed quickly, PandaDoc is a solid “doc + sign” choice.
- Good e‑signature flow for closing faster.
- Works best with clean templates and clear scope sections.
- Check permissions if you share workspaces with clients.
Bottom line
Start with the Top pick if it matches your workflow. Then sanity-check the watch-outs (permissions, reporting, plan limits) before you commit.
FAQ
Which one is better for agencies?
Proposify if proposals are core and repeatable; PandaDoc if your primary need is document signing and approvals.
Do these replace e‑signature tools?
They include signing flows, so you can often avoid an extra tool.
How do I increase approval speed?
Make the next step obvious: a single CTA to approve/sign, plus a short summary of scope and timeline.