AgencyPro vs PandaDoc
PandaDoc is document software for proposals, quotes, contracts and e-signatures, priced per seat from $19/month billed annually ($35 monthly). AgencyPro is an agency client portal that includes proposals, quotes and contracts on its Pro plan, plus the projects, requests and invoicing that follow the signature.
Feature comparison: AgencyPro vs PandaDoc
| Feature | AgencyPro | PandaDoc |
|---|---|---|
| Pricing (October 2026) | ||
| Free plan | No (14-day trial) | Free eSign plan |
| Entry plan | Basic: $39/mo, 1 seat (no proposals) | Starter: $19/seat/mo annual, $35 monthly |
| Plan with proposals and payments | Pro: $79/mo, 1 seat; extra seats $20 | Business: $49/seat/mo annual, $65 monthly |
| Proposals and contracts | ||
| Proposals, quotes and contracts | Pro and above | |
| E-signatures | Pro and above, with signature certificates | |
| Content library and approval workflows | Not listed | Business |
| Quote builder with pricing tables | Quotes | Business |
| Native CRM integrations (HubSpot, Pipedrive) | Leads pipeline built in (Pro) | Business; Salesforce optional |
| Deal rooms and bulk send | Not listed | Business |
| After the signature | ||
| Payment collection | Invoices and subscriptions, all plans (Stripe and PayPal) | On documents, Business |
| Recurring subscriptions and retainers | Not listed | |
| Client portal for ongoing work | Not listed | |
| Projects, requests and time tracking | Projects and requests; time tracking on Pro | Not listed |
What each tool costs for your team
Proposals and contracts are on AgencyPro Pro, so the AgencyPro column uses Pro.
| Team | AgencyPro | PandaDoc |
|---|---|---|
| 1 person | $79 (Pro) | $35 (Starter) / $65 (Business) |
| 3 people | $119 (Pro) | $105 / $195 |
| 5 people | $159 (Pro) | $175 / $325 |
| 10 people | $259 (Pro) | $350 / $650 |
Monthly billing. Billed annually, PandaDoc Starter is $19 and Business $49 per seat. AgencyPro: plan price plus (team size - 1) x the extra-seat price, from AgencyPro pricing. PandaDoc: from its pricing page. Prices checked October 14, 2026; vendors change plans, so confirm before you buy.
Where AgencyPro is the stronger fit
The situations where agencies pick AgencyPro over PandaDoc
Proposal to project in one place
On Pro, an accepted proposal and signed contract lead straight into onboarding, requests and invoicing for the same client.
Lower cost for small teams
Three people on AgencyPro Pro cost $119/month on monthly billing. Three PandaDoc Business seats cost $195/month.
Recurring billing
Run retainers and subscriptions, sell credit-based services (Pro), and collect Stripe or PayPal payments every month.
A client portal after the sale
Clients log into a branded portal to submit requests, approve work and pay invoices.
Key differences
Where AgencyPro and PandaDoc take different approaches
Where each tool stops
Document power
Seat cost
Ongoing billing
Frequently asked questions
Common questions about AgencyPro and PandaDoc
Is PandaDoc or AgencyPro better for proposals?
PandaDoc, if documents are your main need. Its Business plan adds a content library, approval workflows, quote builder, CRM integrations and bulk sending. AgencyPro's Pro plan includes proposals, quotes and contracts as part of a client portal, so a signed proposal becomes a client and project in the same tool. Its document tools are simpler than PandaDoc's.
How much does PandaDoc cost compared to AgencyPro?
PandaDoc Starter is $19 and Business is $49 per seat per month billed annually ($35 and $65 on monthly billing), with a free eSign plan and custom Enterprise pricing. AgencyPro Pro, which includes proposals and contracts, is $79/month for one seat plus $20 per extra seat. Three people cost $195/month on PandaDoc Business (monthly) or $119/month on AgencyPro Pro.
Can PandaDoc collect payments?
Yes. Payment collection on documents is part of PandaDoc's Business plan, so a client can pay when they sign. AgencyPro also handles what comes after: invoices, recurring subscriptions, credit-based services (Pro) and Stripe or PayPal payments on every plan.
Does PandaDoc include project management or a client portal?
PandaDoc is focused on documents, deal rooms and the sales process. It does not position itself as a project management tool or an ongoing client portal. AgencyPro is built for that stage: client requests, projects, approvals and billing in a branded portal.
Can I use PandaDoc and AgencyPro together?
Yes. Some agencies keep PandaDoc for complex, high-volume sales documents and use AgencyPro for delivery and billing. You can pass signed-deal data between them with Zapier or the AgencyPro API, both on the Plus plan.
Can I move my templates from PandaDoc to AgencyPro?
Not automatically. Document templates need to be recreated in AgencyPro. Client records can be imported with AgencyPro's CSV importer, which accepts clients and services. Keep signed PandaDoc documents archived for your records.
AgencyPro or PandaDoc: which fits your agency?
Short answer: PandaDoc is the better choice if your team sends many complex proposals and contracts and needs a content library, approval routing and CRM integrations. AgencyPro is the better choice if proposals are one step before months of delivery and billing, and you want both in one tool.
The overlap is small. Both create proposals, quotes and contracts with e-signatures. PandaDoc goes deeper on the document itself; AgencyPro goes further after the signature, with a client portal, projects, requests, recurring billing and time tracking (Pro).
An example: a new website project. In PandaDoc, you build a proposal from your content library, route it for internal approval, send it, and collect the deposit on signature. In AgencyPro, you send a proposal and contract from the client's record (Pro), the signed contract leads to a deposit invoice, and the client then submits feedback and change requests through the portal.
When AgencyPro is not the right fit: if you have a dedicated sales team sending dozens of proposals a week and you track deals in HubSpot or Salesforce, PandaDoc's document tools are worth the per-seat cost. Many agencies in that situation pair PandaDoc with a separate delivery tool.
Who should choose PandaDoc
- Sales teams sending a high volume of proposals and contracts
- Agencies that need approval routing, a content library and CRM-synced documents
- Teams that already track deals in HubSpot, Pipedrive or Salesforce
Who should choose AgencyPro
- Agencies where proposals lead into ongoing projects and retainers
- Small teams that want proposals, contracts and billing without a document tool per seat
- Agencies that want clients in a branded portal after the deal closes
Bottom line: pick the tool that handles your most common client workflow with the fewest workarounds. AgencyPro pricing is a plan fee plus a per-seat fee for each extra team member (see AgencyPro pricing), so price both tools at your real team size before you decide. If PandaDoc already covers how you onboard, deliver to and bill clients, switching may not be worth the migration work.
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