Create My Proposal vs Proposify

Create My Proposal is a web app for service businesses preparing branded proposals, pricing tables, schedules, scope documents, and client approval links. Users can begin with a reusable template or start from scratch, then share a branded link by email or WhatsApp. Clients can review and approve proposals through a public link without an account, and built-in e-signatures collect approval. Activity tracking shows views, comments, and approvals with timestamps. Pricing tables support quantities, discounts, tax, deposits, and recurring or one-time charges; visual schedules can show milestones and payment triggers. Templates include architecture, consulting, retainer, and tourism proposal types. AI assistance can generate executive summaries, scope, and follow-up emails. Each proposal can use its own currency and be in English, Spanish, or both. The free plan costs nothing and allows 3 proposals per month. Pro is listed at $29 a month for unlimited proposals; Business is listed at $79 a month and includes team members, advanced analytics, saved terms, premium templates, and priority support. The pricing page says Pro and Business are coming soon, with billing details still being finalized.

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.