Why FigsFlow Is a Smart Alternative to PandaDoc for AML and Proposal Workflows

In the professional services world – particularly accounting, tax, and financial practices – software that handles proposals and compliance isn’t just helpful… it’s essential. Firms want solutions that not only create polished proposals, but also help manage compliance with antimoneylaundering (AML) regulations without stitching together multiple separate tools.

PandaDoc is a household name in document automation and proposal creation, but many firms are now looking at FigsFlow as a powerful alternative to PandaDoc – especially when they need deep compliance features integrated with proposal workflows.

Let’s break down how these platforms compare across the two most important areas for modern firms: proposal management and AML compliance.

Proposal Features Built for Professional Services

FigsFlow offers similarly strong proposal creation functionality, but with some features specifically tailored to accounting and professional services workflows:

Industryspecific proposal templates for services like tax compliance, accounting packages, bookkeeping and advisory
Pricing logic aligned to professional services – including fixed fees, blended fees and recurring services
Proposal tracking with status indicators (Draft, Sent, Accepted, Lost)
Analytics dashboards showing conversion insights and pipeline health

Firms that prioritise operational viability over visual design alone often find FigsFlow a compelling alternative to PandaDoc, because proposals are part of a broader, connected onboarding system rather than a standalone document generator.

AML Built Directly into Client Onboarding

FigsFlow combines proposals with robust compliance automation — including:

Automated identity verification against authoritative government sources
Sanctions & PEP screening against global watchlists
Risk assessment workflows tailored to professional services
A centralised audit trail that tracks all verification steps, approvals and documentation
AML checks triggered automatically as part of the onboarding journey

Rather than bolting on a separate compliance tool or exporting data between systems, FigsFlow gives firms one home for both proposals and AML operations. That seamless integration is exactly why many practices see FigsFlow as an alternative to PandaDoc when compliance is a priority.
Explore Figsflow’s Aml Software For Accountants.

One Platform vs. Multiple Tools

Feature

PandaDoc

FigsFlow

Proposal creation

✔️ Strong template & design engine

✔️ Professional templates + servicespecific logic

ESignatures

✔️ Builtin

CRM integrations

✔️ Yes

Core AML Features

❌ No native AML

✔️ Integrated identity verification & sanctions checks

AML workflow automation

❌ Manual or external tools

✔️ Automated & compliancealigned

Centralised client onboarding

❌ Separate tools needed

✔️ Unified platform

Proposal + Compliance synergy

❌ Must integrate tools

✔️ Builtin relationship

Conclusion

PandaDoc remains a leading name for document automation and proposal design capabilities – it’s intuitive, flexible, and powerful for many business use cases. But for professional services firms that must manage compliance alongside client acquisition, FigsFlow goes beyond what PandaDoc can deliver.

By weaving AML functionality directly into proposal and onboarding processes, FigsFlow provides a richer, more interconnected platform that helps firms win clients and stay compliant – making it a smart alternative to PandaDoc for growing, regulated practices.