Compare PandaDoc, Proposify, and other tools based on your sales complexity, CRM integration needs, and pricing workflow requirements.
Sending proposals as PDF attachments is amateur. You can't track engagement, can't see which sections prospects read, and can't enable electronic signatures. Proposal software solves this it shows who viewed your proposal, how long they spent on pricing, and lets them accept with one click. But choosing the wrong tool creates problems. Some don't integrate with your CRM. Others overcomplicate simple quotes. Enterprise tools cost too much for small teams. This chapter shows you how to evaluate proposal software based on your actual needs, compare platforms honestly, and choose tools that integrate cleanly with your existing stack.
PandaDoc creates proposals, quotes, and contracts with content libraries, e-signature, and payment collection for sales teams.
DocuSign provides electronic signature, contract management, and workflow automation with legal validity and extensive integrations for enterprises.
All in one CRM with marketing, sales and service, strong when you want one system that teams adopt.
Design proposal frameworks with clear scope, pricing options, and acceptance workflows that guide buyers toward decisions without confusion.
Proposals sent via email disappear into inboxes. You don't know if they've been opened, which sections were read, or whether pricing scared them off. Proposal software tracks engagement, automates generation from CRM data, and shows exactly where prospects get stuck so you can follow up intelligently.
See playbookProvide formal pricing for requested solutions to move qualified prospects toward purchase decisions with clear costs and terms they can review and approve.
Determine how to charge for products and communicate value to maximise willingness to pay whilst remaining competitive and supporting desired positioning.
Design presentation slides that guide discovery and demo conversations whilst reinforcing key messages visually so prospects retain information after meetings end.
