Proposify vs ResponsiBid

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.

ResponsiBid is a web-based sales automation platform for home service businesses, covering quoting, follow-up and scheduling. Its quoting calculator builds estimates from job details, supports service tiers and property-based upsells, and lets customers self-quote on a website. CrewCal uses CRM calendar availability, job size and service type to optimize routes and enable customer self-scheduling. Customizable follow-up sequences cover communications from an initial inquiry through post-service engagement. Listed CRM connections include Jobber, The Customer Factor, Housecall Pro, ServiceMonster, Markate and Google Calendar; other integrations include Zapier, Twilio, SendJim, NiceJob, Quality Driven Software and PayPal. The Zapier connection sends data one way, and Zapier triggers cannot change ResponsiBid. Accounts include one admin and unlimited sub-users without admin capabilities. Startup is free; Scaling is $179 a month and Pro is $229 a month. Monthly-plan customers can pause for 50 USD per month for up to four months per calendar year, but cannot edit bids during a pause. Listed support includes live chat, videos, documentation, coaching, video calls and a user group.