Proposify vs Tacton CPQ

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.

Tacton CPQ is cloud-based configure-price-quote software for manufacturers selling complex products and capital equipment. Its configurator handles complex product choices and options for upselling. The pricing engine calculates prices and margins for one-time, recurring, or usage-based charges. It produces branded quotes, technical specifications, certifications, and other documents. Product and pricing experts define logic and data in a drag-and-drop administration interface using no-code or low-code tools. Visual Configuration creates real-time 3D and AR views as choices change, while CAD Automation creates 2D and 3D CAD drawings with one click. Tacton describes hundreds of pre-built connectors and open REST APIs, naming Salesforce, Microsoft Dynamics 365, SAP, Oracle NetSuite, IFS, and Power BI. The service is available through web and API access. Tacton says it conducts regular penetration testing and maintains ISO 27001 and SOC 2 certifications. Pricing is available on request.