GTM AI Index
Index Revenue operations Proposals › PandaDoc vs Proposify
Proposal software · September 2026 Edition

PandaDoc vs Proposify

Nine of twelve models named PandaDoc first on the direct prompt; three named Proposify. Both were named by all twelve models and PandaDoc carries 58 labels and Proposify 54, so the shares are not directly comparable.

PandaDoc

endorsed leader

South San Francisco, United States, founded 2013. Named in five categories this edition.

Proposify

accepted challenger

Named in three categories this edition.

First-choice share49%13%Of first choices across the direct, paraphrase, budget and scale prompts, 0 to 100.
Negative rate17%17%Negative labels as a share of the product's labels, 0 to 100.
Rank in category#1#2A position in a field of 10; printed, not drawn.
Labels5854A count; the two differ.
The two percentage rows are drawn on one 0 to 100 track, PandaDoc reading right to left. Rank and label count are printed, not drawn.Qwilr was named alongside these two in eight of the twelve direct answers. PandaDoc vs Qwilr · Proposify vs Qwilr

Share is the count of first choices across the direct, paraphrase, budget and scale prompts over all twelve models, for a mid-market B2B company; rank is within the category; every quote names the model and the prompt it came from. Both figures come from the proposal software page.

By framing

How many of the twelve models made each the first choice, per way of asking, and how many argued against it.
PandaDocFirst choices, of twelve modelsProposify
Direct93
Paraphrase102
Comparative110
Budget-constrained312 against PandaDoc · 2 against Proposify
Scale-constrained001 against PandaDoc · 1 against Proposify
Negative007 against PandaDoc · 6 against Proposify
Bars are first choices, 0 to 12 each sideModels that argued againstA model can name both, so the two sides of a row do not sum to twelve.

The direct prompt

The plain question, one answer per model, grouped by where PandaDoc and Proposify stood in it.

PandaDoc first, Proposify an alternative

9 of 12 modelsProposify was named in the answer but not as the choice, or not at all.
Claude Haiku 4.5PandaDoc alternatives: ClientPoint, DealHub, Proposable
Gemini 3.5 FlashPandaDoc alternatives: GetAccept, Loopio, Proposify, Qwilr, SiftHub, Trumpet
Perplexity SonarPandaDoc alternatives: Proposify
Grok 4.1 FastPandaDoc alternatives: GetAccept, Proposify
Mistral SmallPandaDoc alternatives: GetAccept, Proposify, Qwilr
DeepSeek V4 FlashPandaDoc alternatives: DealHub, Loopio, Proposify, Qwilr
Qwen 3.7 FlashPandaDoc alternatives: Loopio, Proposify, Qwilr
Kimi K2PandaDoc, Qwilr alternatives: Proposify
MiniMax M2.5PandaDoc alternatives: Proposify, Qwilr

Proposify first, PandaDoc an alternative

3 of 12 modelsPandaDoc was named in the answer but not as the choice, or not at all.
GPT-5.4 miniProposify alternatives: Better Proposals, Quoter
Llama 4 MaverickProposify alternatives: Loopio, PandaDoc, Qwilr
GLM 4.7 FlashXProposify, Qwilr alternatives: PandaDoc

Bold names in an answer are the products the judge labeled a first choice; a model naming several gives each of them that label. The full answer text for every row is in the record.

By buyer segment

The same question asked on behalf of a different buyer. Each standing is computed within its segment and they are never added together. The figures above are the mid-market standing, which is the one the category orders by.
Small business
PandaDoc leads by forty points.
PandaDoc49%#1 of 10
Proposify9%#3 of 10
The full small business standing →
Mid-marketThe figures above
PandaDoc leads by thirty-six points.
PandaDoc49%#1 of 10
Proposify13%#2 of 10
The full mid-market standing →
Enterprise
PandaDoc leads by twenty-one points.
PandaDoc23%#1 of 10
Proposify2%#7 of 10
The full enterprise standing →

What the models said about PandaDoc

Every negative label with a quote, up to three, then the highest-weighted positives, up to three. Four of five in this category shown.

“Avoid: Tools like PandaDoc for government contracts, RFPs, or complex enterprise bids ... PandaDoc - Good for general sales proposals” GLM 4.7 FlashX · negative prompt · soft negative
“PandaDoc is currently the industry standard for mid-market businesses because it strikes the best balance between ease of use, functionality, and price.” Qwen 3.7 Flash · direct prompt · first choice
“Best for mid-market sales teams needing an all-in-one document workflow, it's the most widely adopted proposal AI-powered sales platform in B2B” Claude Haiku 4.5 · direct prompt · first choice
“Pick PandaDoc if you need one platform for proposals *and* contracts, NDAs, quotes, and other documents, with deep CRM integration.” DeepSeek V4 Flash · comparative prompt · first choice

What the models said about Proposify

Every negative label with a quote, up to three, then the highest-weighted positives, up to three. Six of seven in this category shown.

“Proposify — Multiple Critical Issues ... Proposify and SAP Ariba have the most severe and well-documented problems.” Kimi K2 · negative prompt · hard negative
“Frequent reports of poor customer service ... Trustpilot rating ~2.3/5; some call it "buggy and unusable."” Grok 4.1 Fast · negative prompt · hard negative
“Predatory billing practices - Charging after cancellation, making refunds nearly impossible” Mistral Small · negative prompt · hard negative
“my default pick would be Proposify if you want a balanced mix of proposal creation, approvals, tracking, and CRM-friendly workflow” GPT-5.4 mini · direct prompt · first choice
“For most mid-market B2B companies, Proposify or Qwilr are the strongest starting points” GLM 4.7 FlashX · direct prompt · first choice
“the best sales proposal and quote document tool for a mid-sized B2B company would be Proposify” Llama 4 Maverick · paraphrase prompt · first choice
Also compared

Comparisons are drawn for the top three products in each category. The output is the models' output; nothing here is a recommendation by the index.