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    The best PandaDoc alternatives for UK accountants in 2026

    PandaDoc is built for any business. These six tools are what UK practices use instead, compared on screening enquiries, booking meetings, sending proposals and onboarding new clients.

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    Last checked 27 October 2026 against each tool's public website.

    The short answer

    PandaDoc is general document software, so for a UK practice the best alternative is usually a tool built for accountants. If you want to fully automate client onboarding and cut the admin, strively screens enquiries, books meetings, sends web proposals and handles UK engagement letters, AML checks and direct debit set-up. If you just want another polished proposal tool, Better Proposals is closest to PandaDoc.

    Why UK firms look for an alternative to PandaDoc

    PandaDoc is one of the best-known document tools in the world, but it isn't built for accountancy practices. These are the reasons UK firms most often give for looking elsewhere.

    Not built for accountants

    PandaDoc handles documents for any business. Onboarding a new accountancy client still means stitching several tools together.

    No UK engagement letters or AML

    We couldn't find a UK engagement letter format or AML checks, which every new client needs.

    US dollars, per seat

    PandaDoc prices in US dollars for each person on your team, so your bill moves with the exchange rate and your headcount.

    Paid credits for automation

    Web forms, bulk send and automations use paid usage credits, and extra documents can cost more.

    PandaDoc alternatives at a glance

    The features that save the most admin. Hover over an icon for detail, or see each tool below.

    YesPartly, add-on or separate toolNo or not found

    FeaturePandaDocFor referencestrivelyIgnitionGoProposalFigsFlowSocketBetter Proposals
    Enquiry screeningNo: Web forms, no automatic accept or rejectYes: Auto accept or rejectNo: Forms add-on, no automatic accept or rejectNo: No website enquiry formNo: Forms onlyNo: Collects leads onlyNo: Forms are for clients after they sign
    Waitlist for busy periodsNot foundYes: Still screened, with your own messageNot foundNot foundNot foundNot foundNot found
    Meeting bookingNot foundYes: Google and OutlookNoNot foundNot found: Calendar sync onlyCalendly: Separate accountCalendly: After signing only
    Lead trackingNot found: Document analytics onlyYes: Conversion by stage and team performanceDeals add-onNot found: No built-in CRM foundYes: CRM pipelineLeads add-onThrough CRM integrations
    Web proposalsYesYesYesNo: PDF onlyYesYesYes
    Engagement lettersGeneral contractsYes: UK formatYesAdd-on: OverSuiteYesYesGeneral contracts
    AML checksNot foundYes: AML HQYes: AML ComplianceAdd-onYes: £3.50 a checkYes: Through XamaNot found
    "Not found" means we couldn't find the feature in the tool's published information on the date checked. AML checks cost extra on every tool that offers them.

    The 6 best PandaDoc alternatives for UK firms

    What each tool does well, what to know before you switch, and who it suits. Each links to our full comparison with strively.

    1 of 6

    strively

    Our product

    Best for UK practices that want to automate onboarding and cut admin

    £110, £135 or £220 a month, excluding VAT. Three fixed plans in pounds.

    See how strively works →

    Strengths

    • Enquiry forms screen out the wrong clients automatically, against your own rules
    • Meetings book straight into the right person's Google or Outlook calendar
    • Fully customisable web proposals, not PDFs, with section-by-section tracking
    • E-signed UK engagement letters, AML checks in AML HQ and Adfin direct debit set-up
    • A waitlist for busy periods such as January, so enquiries are still screened

    Things to know

    • No invoicing or recurring billing, so you keep your current billing tool
    • AML HQ has its own monthly charge
    • Direct debit needs your own Adfin account

    Choose strively if you want to fully automate client onboarding and cut the admin, from the first enquiry to a signed engagement letter, and you don't need invoicing or recurring billing.

    2 of 6

    Ignition

    Best for firms whose main need is automated invoicing and recurring billing

    From $39 to $49 a month for one user and 20 clients on Solo, in US dollars, plus fees on payments collected.

    strively vs Ignition →

    Strengths

    • Automated invoicing, recurring billing and payments built in
    • Connects with Xero, QuickBooks, Karbon, Zapier and more
    • A large library of proposal templates
    • More than 8,500 customers across several industries

    Things to know

    • Priced in US dollars, by active clients
    • The forms add-on doesn't accept or reject enquiries automatically
    • No built-in meeting booking
    • Templates are mainly aimed at US firms

    Choose Ignition if your main need is automated invoicing and recurring billing, and you don't need enquiry screening or meeting booking.

    3 of 6

    GoProposal

    Best for firms that want proposals and recurring billing, especially on Sage

    £77.70 to £250 a month, excluding VAT. Engagement letters, e-signatures and AML are paid add-ons.

    strively vs GoProposal →

    Strengths

    • Recurring billing through GoCardless once a client signs
    • Owned by Sage since 2021, so it fits a Sage-based practice
    • Pricing Wizard helps the whole team quote from one approved price list
    • Flags clients who are due an annual fee review

    Things to know

    • Proposals are PDFs only
    • Onboarding needs paid add-ons: OverSuite for engagement letters and e-signatures, from about £45 a month, and AML
    • No lead tracking, enquiry screening, waitlist or meeting booking found
    • The two cheapest plans allow only 5 or 10 proposals a month

    Choose GoProposal if you're committed to the Sage ecosystem and want recurring billing handled alongside your proposals, and you don't need enquiry screening, meeting booking or web proposals.

    4 of 6

    FigsFlow

    Best for firms that want one suite for onboarding and practice management

    £79 or £169 a month for the Onboarding module, billed annually. Free until 28 February 2027 under a launch offer, apart from AML checks.

    strively vs FigsFlow →

    Strengths

    • Jobs, tasks, timesheets and a client portal alongside onboarding
    • More than 100 engagement letter templates
    • AML checks at £3.50 each
    • Direct debit set-up through GoCardless

    Things to know

    • Web forms collect enquiries but don't accept or reject them automatically
    • Calendar sync only, with no automatic meeting booking found
    • Plans count engagements a year rather than proposals a month

    Choose FigsFlow if you want one suite for practice management as well as onboarding, including jobs, timesheets and a client portal, and you don't need enquiry screening or meeting booking.

    5 of 6

    Socket

    Best for Xero practices that want low-cost proposals and billing

    From £35 a month with the Leads add-on, billed annually. Calendly is extra if you want meeting booking.

    strively vs Socket →

    Strengths

    • Proposals and automated billing that sync closely with Xero
    • Unlimited users, with plans priced by active clients
    • AML checks through the Xama integration
    • Direct debit through GoCardless or Adfin

    Things to know

    • The Leads add-on collects enquiries but doesn't accept or reject them
    • Meeting booking needs a separate Calendly account
    • Reminders cover proposals only, with no lead or meeting chasers found

    Choose Socket if you want low-cost proposals and billing that sync closely with Xero, with unlimited users and price monitoring, and you don't need automatic enquiry screening or built-in meeting booking.

    6 of 6

    Better Proposals

    Best for firms that only need proposal software

    From £18 a user a month on Premium, billed annually. Nudge follow-ups cost £8 a user a month.

    strively vs Better Proposals →

    Strengths

    • Well-designed web documents with interactive pricing
    • More than 260 free templates
    • E-signatures built in
    • Clients can pay by card, PayPal or GoCardless when they sign

    Things to know

    • Contracts are general rather than UK engagement letters
    • No AML checks found
    • Calendly booking is for clients after they sign, not new enquiries

    Choose Better Proposals if you're just looking for proposal software, not onboarding automation, and you don't need enquiry screening, meeting booking, UK engagement letters or AML checks.

    When PandaDoc is still the right choice

    PandaDoc does some things very well. If these matter most to you, it may still be the right tool.

    • Document range. Proposals, quotes, contracts and forms, all from one editor.
    • E-signatures. Legally binding e-signatures, with a free eSign plan for up to 5 documents a month.
    • CRM integrations. Connects with popular CRMs on the Business plan.
    • Enterprise features. Quoting tools, workflow automation, single sign-on and online notary on Enterprise.

    How we compared these tools

    We make strively, so we've tried to be fair. We checked each tool against its public website and pricing page on 27 October 2026, and compared them on the work that takes up most admin time when a UK practice takes on new clients.

    Where we couldn't find a feature in a tool's published information, we've said "Not found" rather than "No". Prices change, so check each tool's own pricing page before you decide.

    Spotted something out of date? Email info@strively.io and we'll correct it.

    Frequently asked questions

    What is the best PandaDoc alternative for UK accountants?

    It depends on what you need. strively is the best fit if you want to fully automate client onboarding, because it screens enquiries against your rules, books meetings, sends web proposals and onboards clients with UK engagement letters, AML checks and direct debit set-up. GoProposal suits firms using Sage, FigsFlow suits firms that also want practice management, and Better Proposals suits firms that only need proposals.

    Which PandaDoc alternatives include UK engagement letters?

    strively, Ignition, FigsFlow and Socket include engagement letters. GoProposal offers them through its paid OverSuite add-on, and Better Proposals offers general contracts rather than UK engagement letters.

    Which PandaDoc alternatives include AML checks?

    strively runs AML checks in AML HQ, FigsFlow charges £3.50 a check, Socket uses the Xama integration, Ignition has AML Compliance, and GoProposal offers AML as a paid add-on. AML checks cost extra on every tool that offers them.

    Which PandaDoc alternatives are priced in pounds?

    strively, GoProposal, FigsFlow, Socket and Better Proposals all price in pounds. Ignition, like PandaDoc, prices in US dollars.

    Which PandaDoc alternative screens enquiries automatically?

    Of the tools compared here, only strively. Its enquiry forms check every lead against your own rules and accept or decline it automatically, and a waitlist keeps screening enquiries during busy periods such as January.

    Can I move my proposals from PandaDoc to strively?

    Yes. You add your services, fees, proposal templates and engagement letters in strively yourself. Once they're in, new enquiries move through strively automatically.

    Full comparisons

    strively vs PandaDoc strively vs Ignition strively vs GoProposal strively vs FigsFlow strively vs Socket strively vs Better Proposals Ignition alternatives GoProposal alternatives Better Proposals alternatives strively pricing

    Looking for a PandaDoc alternative? See strively with your own enquiries

    A 30-minute demo, tailored to your firm. We'll show you how much onboarding admin strively can take off your team.

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