Proposify vs TemplateDocs
Proposify
proposify.comTemplateDocs
templatedocs.ioSide by side
| Figure | Proposify | TemplateDocs |
|---|---|---|
| Price from | $1.58/mo | $29/mo |
| Free plan | — | Yes |
| Free trial | Yes | — |
| Open source | — | — |
| Web | Yes | Yes |
| iOS | Yes | — |
| API | Yes | Yes |
| Plans published | 10 | 5 |
| Spec score · Document Automation Software | 8.4 (#9) | 7.7 (#19) |
| API | Proposify provides API access for integrating with external systems and enhancing customization. | The REST API can manage templates and generate documents, and its documentation lists quota and rate-limit errors. |
| Audience | The Basic plan is for individuals and small teams, while the Team plan is for growing teams that need CRM integration. | The site identifies proposals, invoices, HR onboarding documents, certificates, labels, reports, law firms, real estate, and accounting as use cases. |
| Integrations | The integrations directory lists CRM, payment, invoicing, collaboration, file, forms, project-management, and other integrations, including Salesforce, HubSpot, Stripe, QuickBooks, Slack, and Zapier. | The documentation describes integrations with Zapier, Make, and viaSocket. |
| Purpose | Proposify lets sales teams create, send, track, and close customized, interactive proposals. | TemplateDocs automates document workflows from data collection through document generation and delivery. |
| Support | 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. | The site lists support by email and says it usually replies within 24 hours. |
Plans
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
TemplateDocs
- FreeFree
- Starter$29 a month
- Professional$79 a month
- Business$149 a month
- Scale$249 a month
In their own words
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.
TemplateDocs
TemplateDocs automates document workflows from collecting information through generating and delivering files. It uses Microsoft Word DOCX templates to create DOCX and PDF output while preserving Word formatting. Templates can contain dynamic text, links, images, repeated sections, and tables. Workflows accept online forms, webhooks, CSV files, JSON or API payloads, and connected apps, then apply conditions and formulas before sending results by email or integrations. A CSV can run a workflow once per row, and bulk documents can be packaged as a ZIP. Integrations include Zapier, Make, and viaSocket. The REST API manages templates and generates documents, with documented quota and rate-limit errors. Listed uses include proposals, invoices, HR onboarding, certificates, labels, reports, law firms, real estate, and accounting. The free plan costs nothing and includes 50 credits, two seats, five templates, five workflows, and 30 days of run history. Paid plans start at $29 a month.