Proposify vs TrussNote
Proposify
proposify.comTrussNote
trussnote.comSide by side
| Figure | Proposify | TrussNote |
|---|---|---|
| Price from | $1.58/mo | $199/mo |
| Free plan | — | — |
| Free trial | Yes | Yes |
| Open source | — | — |
| Web | Yes | Yes |
| iOS | Yes | — |
| API | Yes | — |
| Plans published | 10 | 4 |
| Spec score · Proposal Software | 9.1 (#3) | 7.7 (#69) |
| Client tracking | Users can see when prospects view documents and track time spent in sections. | Yes |
| CRM integrations | Yes | No |
| Custom branding | Yes | Yes |
| Built-in e-signatures | Yes | Yes |
| Free plan | No | No |
| Integrations | The integrations directory lists CRM, payment, invoicing, collaboration, file, forms, project-management, and other integrations, including Salesforce, HubSpot, Stripe, QuickBooks, Slack, and Zapier. | Direct integrations with Procore and Autodesk are described as being on the roadmap; users can currently export PDFs and structured data. |
| Purpose | Proposify lets sales teams create, send, track, and close customized, interactive proposals. | TrussNote describes itself as an AI platform built for design-build firms and AEC workflows. |
| 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 Help Center says its support team typically responds within one business day; plan support ranges from email to priority or dedicated support. |
| Included team seats | 1 | 1 |
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
TrussNote
- TrialPrice not published
- Starter$199 a month
- Business$499 a month
- Enterprise$1,499 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.