ProposalDoc vs Proposify
ProposalDoc
proposaldoc.com
Proposify
proposify.comSide by side
| Figure | ProposalDoc | Proposify |
|---|---|---|
| Price from | $89/mo | $1.58/mo |
| Free plan | Yes | — |
| Free trial | Yes | Yes |
| Open source | — | — |
| Web | Yes | Yes |
| iOS | — | Yes |
| API | — | Yes |
| Plans published | 4 | 10 |
| Spec score · Proposal Software | 8.2 (#36) | 9.1 (#3) |
| Analytics and reporting | Yes | Yes |
| Client activity tracking | Yes | Users can see when prospects view documents and track time spent in sections. |
| CRM integrations | Yes | Yes |
| Custom branding | Yes | Yes |
| Built-in e-signatures | No | Yes |
| E-signatures | ProposalDoc says its approvals are for scope alignment and client confirmation and are not a replacement for legally binding e-signature software. | All plans allow documents to be legally e-signed. |
| Free plan | Yes | No |
| Integrations | The Agency Pro plan lists HubSpot and CRM one-click deal sync, while active CRM and invoicing integrations are listed as coming soon on the homepage. | The integrations directory lists CRM, payment, invoicing, collaboration, file, forms, project-management, and other integrations, including Salesforce, HubSpot, Stripe, QuickBooks, Slack, and Zapier. |
| Purpose | ProposalDoc helps web design agencies create branded proposals, define scope, and get client approval before kickoff. | Proposify lets sales teams create, send, track, and close customized, interactive proposals. |
| Support | The Founding Agency Pilot includes hands-on support sending the customer's first real client proposal. | 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. |
| Included team seats | 3 | 1 |
| Tracking | When tracking is enabled, ProposalDoc records activity signals such as opens; tracking is optional. | Document analytics show when each recipient opens a document and how much time they spend in each section. |
Plans
ProposalDoc
- Free Demo & WorkspaceFree
- Founding Agency Pilot$149 a month
- Agency Pro$89 a month
- Founding Agency Pilot$149, paid once
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
ProposalDoc
ProposalDoc has no write-up on Specifiction yet; its figures are above.
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.