Docomotion vs Proposify
Docomotion
docomotion.com
Proposify
proposify.comSide by side
| Figure | Docomotion | Proposify |
|---|---|---|
| Price from | $1.67/mo | $1.58/mo |
| Free plan | — | — |
| Free trial | Yes | Yes |
| Open source | — | — |
| Web | Yes | Yes |
| Windows | Yes | — |
| macOS | Yes | — |
| iOS | Yes | Yes |
| Android | Yes | — |
| API | Yes | Yes |
| Plans published | 4 | 10 |
| Spec score · Document Automation Software | 8.3 (#10) | 8.4 (#9) |
| Integrations | Docomotion Connect exposes its document-generation engine to other CRMs or platforms through REST APIs and lists Google Drive, OneDrive, and callback as external storage options. | The integrations directory lists CRM, payment, invoicing, collaboration, file, forms, project-management, and other integrations, including Salesforce, HubSpot, Stripe, QuickBooks, Slack, and Zapier. |
| Purpose | Docomotion generates complex business documents from Salesforce data and focuses particularly on document-intensive businesses such as insurance. | Proposify lets sales teams create, send, track, and close customized, interactive proposals. |
| Support | Docomotion provides a searchable knowledge base with guides and tutorials and directs users to submit support tickets for help. | Email and chat support is available Monday through Thursday from 8 AM to 8 PM EST and Fridays from 8 AM to 4 PM EST. |
Plans
Docomotion
- Gold$20 a year
- Platinum$30 a year
- Starter$120 a year
- EnterprisePriced on request
Proposify
- Basic$29 a month
- Team$49 a month
- BusinessPriced on request
- Basic$228 a year
- Team$492 a year
- EnterprisePriced on request
- Basic annual$19 a year
- Basic monthly$29 a month
- Team quarterly$49 a month
- Free trialFree
In their own words
Docomotion
Docomotion generates business documents from Salesforce data, with a focus on document-intensive organizations such as insurers. It creates PDF, Word, and HTML documents, plus ready-to-send email bodies, for delivery by email, link, or download. A no-code visual designer based on Microsoft Word lets users build templates with reusable subforms, containers, and conditional logic. Generation can be triggered with one-click actions, Salesforce Flow, Process Builder, or REST API calls using Apex. Interactive fields and e-signatures let recipients provide information that can be saved to Salesforce records. Docomotion Connect makes its generation engine available to other platforms through REST APIs; Google Drive and OneDrive are listed external storage options. Its security overview says generated output is returned to Salesforce without customer data being stored on Docomotion servers, except where temporary storage is approved for certain situations. The designer requires Windows 10 or 11, 64-bit MS Office, and.NET Framework 4.6.1 or above. There is no free plan, but a 30-day trial is available. Listed annual prices include Starter at $120 a year, Gold at $20 a year, and Platinum at $30 a year; each lists a minimum yearly package value of $3000.
Proposify
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.