Aligned vs Proposify

Aligned is a web-based collaborative workspace where customer-facing teams and buyers coordinate deals and projects. It brings customer resources, conversations, and next steps or mutual plans into one shared space. Teams can create personalized rooms with a no-code, drag-and-drop environment that requires no setup. Buyers can access rooms without a username login, and six sharing permission levels are available. The Starter plan costs nothing and allows 4 active rooms per seat with unlimited buyer stakeholders; it requires no credit card and is not a time-limited trial. Basic costs $35 a month per seat and includes unlimited rooms, templates, and content storage. Pro costs $60 a month per seat and includes AI Client Assist, an AI Content Generator, and an AI Deal Builder. Listed integrations include Salesforce, HubSpot, Slack, Calendly, Gong, Google Apps, Microsoft tools, PandaDoc, Zapier, Zoom, and content and demo platforms. Aligned states it is SOC 2 audited, GDPR compliant, and independently penetration tested on every plan. The company was founded in 2016 and is headquartered in Wilmington, Delaware.

Proposify is a web app for sales teams to create, send, track, and close customized proposals. Its drag-and-drop editor handles text, images, video, tables, and shapes, and interactive quotes let buyers select optional fees or enter quantities. Document analytics show when recipients open a proposal and how long they spend in each section. Documents can be created without a plan limit, though monthly send allowances vary: Basic includes 10, Team 30, and Business 75. All plans allow legal e-signatures, and the service supports online payment collection, custom branding, and CRM integrations. Proposals are created and sent in the web app; an iOS companion app monitors proposal activity. A 14-day trial includes Team plan features. Basic costs $19/user/mo when billed annually, while Basic monthly costs $29/user/mo and Team quarterly costs $49/user/mo. The company states that proposals use encrypted links and 256-bit SSL security, and that it is GDPR compliant and SOC 2 Type 2 certified.