Proposify vs Zuora 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.

Zuora CPQ helps sales teams quote combinations of subscriptions, products and services throughout a subscriber relationship. It supports quotes for new deals, upsells, cross-sells and renewals, including multi-year ramp arrangements and customer-specific prices or discounts. The product provides metrics for assessing the financial impact of subscription changes and can automate downstream changes such as change orders, provisioning, invoicing and revenue reallocations. Zuora CPQ for Salesforce is a managed package for managing quotes, accounts and subscriptions. Zuora says it requires Salesforce Sales Cloud Enterprise or Unlimited Edition and is not natively supported in Service Cloud. Developer resources include a Component Library and Order Builder SDK; low-code SDKs and APIs are described for connecting with existing applications. Microsoft and Snowflake are named as enhanced integrations. Zuora says support covers only the latest three major releases of the Salesforce Quotes managed package. Pricing depends on product scope, transaction volume, business model, regions and implementation needs, and buyers are directed to contact Zuora. The listed features require purchasing Zuora CPQ.