Epicor Kinetic vs Proposify

Epicor Kinetic is a cloud ERP for manufacturers, focused on discrete and make-to-order production. Its functions cover manufacturing operations and finance, including production, scheduling, supply chain, purchasing, accounts payable, accounts receivable, and general ledger. Planning tools address forecasting, material requirements, advanced planning and scheduling, and sourcing. Production data collection and IoT-enabled MES capabilities support monitoring of equipment, efficiency, and quality metrics. Application Studio provides no-code and low-code tools for configuring interfaces and workflows. Kinetic offers a responsive browser-based experience for access across devices, alongside REST APIs, EDI, B2B integrations, and partner connections using JSON and XML. Its REST services follow OData v4 and can connect with Excel and Power BI. Deployment is described as hybrid, and listed platforms include Android, iOS, web, Windows, API, and self-hosted. The Select cloud package includes daily backups retained for 30 days, in-region disaster recovery, monthly updates, and a historic 99.98% SLA. Pricing is available on request; concurrent user licenses are not tied to a device or named user.

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.