PandaDoc alternatives for quotes and proposals (2026)

The best PandaDoc alternatives depend on what you mainly send. For small businesses that mostly send quotes and want clients to pick options, comment and sign online, Offinal is a simple option that is free to start. Proposify, Qwilr and Better Proposals suit teams that send longer, designed sales proposals. Bonsai fits freelancers who want proposals, contracts and invoicing in one place, and Zoho Sign fits people who only need documents signed.

PandaDoc is a good product, and for some teams it is the right choice. But it is built as a broad document platform, and if your day-to-day work is sending a few quotes a week, you may be paying per seat for features you never open. Below we look at why people switch, what PandaDoc does well, and six alternatives with their strengths and trade-offs. Prices were checked on each vendor's own pricing page in October 2026, are shown in US dollars as listed there, and exclude VAT.

Why people look for a PandaDoc alternative

Most people who search for an alternative are not unhappy with PandaDoc's quality. They are usually reacting to one of three things:

• Price per seat. PandaDoc charges per seat, and the features most sales teams want, such as custom quotes, CRM integrations, a content library and approval workflows, sit in the Business plan rather than Starter. For a team of three or four, that adds up quickly, and some features need usage credits or paid add-ons on top.
• Complexity when you mainly send quotes. PandaDoc covers contracts, forms, proposals, CPQ and workflow automation. That breadth is useful for a sales organisation, but a small agency or contractor who just wants to send a clear quote can find the editor and settings heavier than they need.
• Document-centric rather than interactive. PandaDoc's starting point is a document: you design pages, add pricing tables and fields, and the client reviews and signs. Some businesses prefer a quote that behaves more like a web page, where the client chooses between packages, toggles add-ons and sees the total change before approving.

None of these is a flaw as such. They are signs that PandaDoc is aimed at a broader use case than yours, which is exactly when an alternative is worth a look.

What PandaDoc does well

To be fair to PandaDoc, it is strong in several areas where simpler tools, Offinal included, do not compete:

• Templates and content library. Reusable blocks, branded templates and a large template gallery help teams keep proposals consistent.
• CRM integrations. On the Business plan and up, PandaDoc connects to popular CRMs, so documents can be created from deal data.
• Workflow and approvals. Approval workflows, deal rooms and, on Enterprise, workflow automation and CPQ suit larger sales teams with internal sign-off rules.
• Beyond quotes. Contracts, web forms, bulk sending and notary options (some as add-ons) make it a general document tool, not just a quoting tool.

In October 2026 PandaDoc lists a Free plan (5 documents per month), Starter at $19 per seat per month billed annually or $35 monthly, Business at $49 per seat per month billed annually or $65 monthly, and a custom-priced Enterprise plan. If you rely on deep CRM integration, payments inside the document or automated multi-step approvals, staying with PandaDoc or moving to another full proposal platform makes sense.

Six PandaDoc alternatives compared

Each tool below solves a slightly different problem. Rather than ranking them, we describe who each one suits so you can match it to how you actually sell.

1. Offinal: interactive quotes for small businesses

Offinal is web-based quoting software. You build a quote once and send the client a link to an interactive quote page instead of a static PDF, although every quote can still be downloaded as a PDF. It is aimed at small businesses, freelancers and agencies whose main document is the quote itself.

• Who it suits: small businesses that mostly send quotes, not long proposals or contracts, and want clients to make choices themselves.
• Strengths: clients pick between options and add-ons with interactive pricing and see the total update live; they comment on the quote or a specific item and you reply in the same thread; they approve with a simple electronic signature or decline with a reason. Quotes work in 13 languages with VAT handling and multiple currencies. Free to start, no credit card needed.
• Trade-offs: no integrations (no CRM, payment or Zapier connections), no invoicing or payment collection, no contract template library and no qualified electronic signatures. If you need those, one of the tools below is a better fit.

offinal.com/q/7hX2kP

UX & visual design

€2,400

0

A

Anna · Lumen Café

Could we split the design phase into two milestones?

N

Northwind Studio

Absolutely, I've updated the quote. Take a look!

A

Anna · Lumen Café

Perfect, approving now 🙌

2. Proposify: proposals for sales teams

Proposify is a proposal platform aimed at sales teams that send designed, multi-page proposals and want control over how they are produced.

• Who it suits: B2B sales teams with a sales manager who wants consistent proposals, roles and approval steps.
• Strengths: content library, product catalogue, integrations and document insights from the first paid plan; user roles, approval workflows and custom fields on higher plans.
• Trade-offs: priced per user, and the more advanced controls sit on higher tiers. Its Build plan costs $39 per user per month billed annually or $49 monthly, with Grow at $65 per user per month (October 2026). There is a 14-day free trial.

3. Qwilr: proposals as web pages

Qwilr is the closest to Offinal in spirit: proposals are interactive web pages rather than documents. It leans towards visually rich sales proposals and has more sales-stack features.

• Who it suits: sales teams that want polished, web-based proposals connected to their CRM.
• Strengths: e-signatures, analytics, built-in payments (QwilrPay) and HubSpot, Zoho and Pipedrive integrations on the entry plan; automations and conditional content on higher plans.
• Trade-offs: the higher plans have minimum user counts and are billed annually. Starter is $35 per user per month billed annually or $49 monthly; Growth is $55 per user per month with a five-user minimum (October 2026). A 14-day trial is available.

4. Better Proposals: affordable proposal software

Better Proposals is a lower-cost proposal tool popular with agencies and consultants who want good-looking templates without enterprise pricing.

• Who it suits: small agencies and consultants who send proposals regularly and want payments and templates included.
• Strengths: digital signatures, interactive pricing tables, payment integrations and a content library from the entry plan; CRM integrations and Zapier on Premium.
• Trade-offs: plans limit how many documents you can send each month. Starter is listed from $13 per month billed annually or $19 monthly for one user with 10 sends a month; Premium is $21 or $29 per user (October 2026). There is a 14-day free trial.

5. Bonsai: all-in-one for freelancers

Bonsai is less a proposal tool than a business management tool for freelancers and small studios, with proposals as one part of it.

• Who it suits: freelancers who want proposals, contracts, invoices, payments and time tracking in one subscription.
• Strengths: proposals and contracts flow into invoicing and payments, plus a client portal, scheduling and templates.
• Trade-offs: proposals are not included in the cheapest plan. Essentials, the first plan with proposals, contracts and invoicing, is $19 per user per month billed annually or $25 monthly (October 2026). The trial is 7 days. If you only need quotes, you pay for a lot of extra software.

6. Zoho Sign (or another e-signature tool)

If what you really need from PandaDoc is the signature, a dedicated e-signature tool such as Zoho Sign or Docusign may be enough. You create the quote in your usual tool and send the PDF for signing.

• Who it suits: businesses with an existing quote template that only want a reliable way to collect signatures, including for contracts.
• Strengths: signing workflows, reminders and audit trails, with advanced signature options on higher plans. Zoho Sign has a free single-user plan with 5 envelopes per month (October 2026); for paid plans, see their pricing page.
• Trade-offs: the quote stays a static document. Clients cannot choose options or ask questions on it, and any change means editing and resending the PDF, which is why PDF quotes tend to lose deals.

Comparison table

Which alternative should you choose?

Start with what your clients receive most often. If it is a quote with a few options and a price, a lightweight quoting tool will feel faster than any proposal platform. If it is a 15-page proposal with case studies and a contract, a proposal tool like Proposify, Qwilr or Better Proposals is closer to what you need. Our overview of the best quoting software goes into this in more detail.

• You mostly send quotes and want clients to choose and sign online: Offinal.
• You need CRM integration and in-document payments: Qwilr, or stay with PandaDoc.
• You manage a sales team with approval steps: Proposify or PandaDoc Business.
• You want the lowest-cost proposal tool with templates: Better Proposals.
• You are a freelancer who also wants invoicing: Bonsai.
• You only need signatures: Zoho Sign or another e-signature tool.

Whichever you choose, check how its electronic signature works for your situation. Most of these tools offer simple electronic signatures, which are usually fine for quotes in the EU. Our guide to electronic signatures on quotes in the EU explains the levels. This is general information, not legal advice.

How to switch from PandaDoc

Switching quoting tools sounds like a big job, but you do not need to move everything at once. A gradual approach keeps the risk low:

1. 1Export what you need to keep. Download signed documents and anything you may need for your records before your PandaDoc subscription ends.
2. 2Rebuild your most-used quote as a template. Do not migrate every template. Start with the one you send most and improve it while you are at it, for example by turning fixed packages into options the client can choose.
3. 3Add your products and prices so new quotes take minutes rather than an afternoon.
4. 4Test with one client. Send the new quote to a friendly existing client or a low-risk prospect and ask how it felt to review and approve.
5. 5Run both tools for one cycle. Keep PandaDoc for documents already in progress and send all new quotes from the new tool.
6. 6Cancel once you are confident, usually after a few weeks of quotes going out without problems.

If your main document is the quote, try building your most common one in Offinal. It is free to start, and one real quote will tell you more than any comparison table.