For every company, sales is the lifeblood of their business. Success hinges heavily on the performance of the sales team and their ability to close deals. This is where Proposify steps in. The platform modern sales teams create, send, track, and e-sign winning proposals, contracts, and agreements. Proposify has established itself as one of the strongest and most prominent players in the prozlposal software niche, streamlining the entire proposal creation process.

It offers features like customizable templates, electronic signatures, and detailed analytics. However, as users report limitations in areas such as pricing flexibility, integration capabilities, or industry-specific functionalities.

Today, marketing is evolving faster than ever and there are a lot more digital sales tools available to choose from. The newer tools are almost similar to Proposify in terms of what they offer but with refined user interfaces and enhanced user experiences. Whether you're looking for more advanced features, better pricing options, or tools tailored to your industry, this comprehensive blog will walk you through the top Proposify alternatives available.

What is Proposify?

Proposify is the all-in-one platform with designed-for-your-sales-team features to improve how you create, send, track, and close proposals, quotes, contracts, and other sales documents. Founded in 2013, Proposify has become a go-to solution for sales teams across various industries.

Key features of  Proposify

1. Proposal creation and templates: Extensive library of industry-specific templates and customizable layouts to speed-up proposal creation.
2. Content Library: Central repository for storing reusable content, such as text blocks, images, pricing tables, and other assets.
3. E-signature capabilities: Secure, legally compliant e-signature functionality with multi-signer support and comprehensive audit trails.
4. Automated workflows: Users can create automated workflows for approvals and signatures. And, create automated reminders and notifications for proposal status updates.
5. Collaboration: Offers real-time collaborative editing, in-document commenting, and version control to enhance team efficiency.
6. Integrations: Integration with popular CRMs (Salesforce, HubSpot, Pipedrive, etc.). Compatibility with accounting and payment software (QuickBooks, Stripe, etc.).
7. Analytics and reporting: Users can get detailed reports about proposal views, time spent on each section, and interactions.
8. Payment processing: Integrates with popular payment gateways like Stripe, PayPal for in-proposal payments. You can even track payments and automate invoice and receipt generation.

Why do you Have to Look for a Proposify Alternative?

While Proposify is a popular choice for many businesses, our research indicates that some users encounter challenges that might lead them to explore alternatives.

The editing interface, in particular, has been a point of discussion among users. Some have found it less intuitive and difficult to navigate, which can impact the efficiency of the proposal creation process. This is especially noticeable for team members who work frequently with proposals and require a smooth, fast workflow. Additionally, a few users have reported that adjusting text, colors, and highlights can sometimes be cumbersome, potentially limiting creativity and brand alignment in proposal design.

Another limitation that we found is the inability to send sales documents via the Proposify Mobile app. You can and send proposals through your web app version of Proposify as usual, and then monitor all the activity on the go.

Top Proposal Management Document Software: A Quick Overview

9 Best Proposify Alternatives to Try in 2024

Docupilot

Docupilot is a document automation platform that is known for its highly extensive document automation capabilities, intuitive user interface, and credit-based pricing.. It enables businesses of all sizes to streamline their entire document creation lifecycle, saving significant time and effort. The platform allows users to generate customized documents such as contracts, agreements, invoices and more from predefined templates and various data sources, including CRMs, spreadsheets, and APIs and generate them in bulk.

With Docupilot, you can easily share documents with clients, or whoever needs access to those documents securely, and you decide who can see, edit, or manage the document through the access controls feature.

Pros 

• Easy to use: According to users, DocuPilot is super easy to use and incase of any issues, the support team is always available.
• Affordable pricing: There are six paid tiers, starting with $29/month for the Starter plan (100 credits) and going up to $699/month for the Enterprise plan (10,000 credits). 
• Integrations: Connects to over 70 popular business apps through pre-built integrations and the Zapier connector.
• Security:Offers various security measures including encryption, password protection, access control, and more
• Customer Support: Based on user reviews, we found that the Docupilot  support team  is available 24/7 to explain stuff and even set up remote sessions whenever required.

Cons

• Fewer pre-built templates
• Users feel the UI of the product can be modernized

PandaDoc

PandaDoc enables businesses to create and manage various business-critical documents, including forms, proposals, contracts, and quotes. Pandadoc includes document workflow and automation and e-signing capabilities offering a full-cycle approach to document management. 

The platform's versatility is furthered by its 1000+ large template library, making it valuable for a wide variety of  organizational teams, including sales, marketing, and legal departments.

Pros

• Ease of use: Based on our research, we find that users like PandaDoc the most for its ease of use- it is easy to get started and create documents. 

• Automated reminders: PandaDoc offers an auto-reminders feature for overdue documents and invoices.

• Customization: Users appreciate that everything about the documents is customizable, not just the visuals and formatting, but all the settings, such as notifications, and workflows are easy to change.

• Templates: The platform has a repository of 1000+ templates for proposals, quotes, contracts, payments, etc that are completely customizable.

• Customer Support: It offers round the clock customer support which is appreciated by users.

Cons

• Expensive: Users are often met with sticker shock when they want to upgrade PandaDoc to access its advanced features. This has severely dented scalability for many businesses.

• Form issues: Users find the auto-alignment feature, which automates aligning dynamic fields on the contract, a bit difficult 
to use. Users also experience fields getting automatically misaligned. Moreover, sometimes, changing and removing fields is 
difficult in PandaDoc.

• Signature issues: Users complain that despite the platform working fine, the UI/UX for the recipient who signs the contract is bad.

Qwilr

Qwilr positions itself as more than just sales proposal software; it's a comprehensive tool designed to transform the entire buyer journey. This platform empowers sales teams to create interactive and immersive sales documents such as marketing materials, proposals, contracts, and customer onboarding resources. 

The platform's focus on creating visually stunning and interactive content helps sales teams capture buyers' attention and ultimately close more deals. A key strength of Qwilr is its integration capabilities. The software seamlessly connects with leading CRM, sales, and accounting tools, including popular platforms like Hubspot, Salesforce, Zoho, Pipedrive, and Quickbooks. 

Pros

• Sales-aligned templates: They have more than 100 proposal templates available in the content library. And, most templates align with popular sales methodologies, such as the gap selling template or the SPIN selling template and are customizable.

• Web-based proposal creation: Another differentiating factor of Qwilr is that you can create a business proposal that looks like a website landing page which can include embeddable content such as videos, interactive ROI calculators, and more.

• Analytics: Offers a comprehensive set of analytical tools that gives clients unique insights into your prospect’s engagement.

• Varied use cases: Qwilr can be used by sales, marketing, sales operations, customer success, and recruitment teams.

Cons

• Qwilr  majorly integrates with Stripe, but not with other players like GoCardless etc.

Bidsketch

Bidsketch, a Proposify alternative since 2009, that’s known for its simplicity and rapid creation of proposals. Unlike its competitors, it offers a  unique approach to generate  that lets users input information into text boxes, automatically generating formatted documents.Known for simplicity, Bidsketch offers detailed, well-designed templates that are easily customizable, catering to various service types. This streamlined process allows users to create, customize, and send polished proposals efficiently, saving time without compromising on quality.

Pros

• User-friendly interface:Qwilr’s intuitive interface lets sales teams swiftly create customized proposals using a variety of pre-built templates.

• Automation capabilities: It allows users to create proposals with ‘approval messages’ which helps to give clear instructions to clients on next steps that need to be taken after they sign the document. 

• Upselling made easy: Users have the option to add additional tools and services which the client can review and add while viewing the proposals.

Cons

• The integrations are limited when compared to other competitors. 
• Despite its higher price point, this proposal creation software offers a more limited feature set compared to many of its competitors.
• Users often cite limited customization options, potentially hampering the creation of diverse, tailored proposals.

Proposable

Proposable is another sales proposal software which aims to streamline the way sales teams create, deliver, track and eSign sales material. With Proposable, you can create proposals from scratch using simple drag & drop proposal blocks or even use pre-built templates and customize them the way you want. Proposable enables teams to collaborate on document creation where team members can view proposals and offer their suggestions through comments.

The platform supports customizable approval processes, enabling managers to review and sign documents before client submission. Once approved, proposals can be shared with clients either through a personalized web link or as a PDF attachment.

Pros

• Real-time monitoring: Proposable offers a clear overview of proposal performance through a user-friendly dashboard, displaying the number of proposals sent, accepted, declined, or pending.

• Built-in e-signature capability: Users can place signature, initial, and text fields throughout the proposal and nudge prospects to take action  and sign off their acceptance.

• Real-time notifications: Sales teams can turn on email and text (SMS) notifications for various prospect actions, like proposal views, comments, downloads, and more.

Cons

• Some users find it hard to format and buggy at times.

Prospero

Prospero positions itself as a proposal design software primarily targeted at freelancers and small businesses. Like its competitors, Prospero offers over 109  pre-made templates that users can customize to make the proposals they need.Users gain access to a comprehensive suite of tools, including a versatile content library, e-signature capabilities, detailed document analytics, and various other features. 

Pros

• Intuitive and quick setup:Prospero’s user-friendly interface makes proposal creation a breeze. Its unmatched speed in generating proposals is a standout feature for many users.
• Cost-effective solution: Users frequently praise the software for its affordable pricing, especially given its comprehensive feature set.
• Real-time notifications: Sales teams receive instant email notifications when clients open proposals, enabling timely follow-ups.
• Flexible e-Signature options: Clients can sign documents using various methods - drawing, typing, or uploading signatures - from any device, enhancing convenience.
• Detailed proposal tracking: The software provides insights into proposal performance, including view counts, duration of views, and overall engagement metrics.

Cons

• Few users reported unexpected sluggishness and bugs in the system, which can hinder productivity and user experience.
• The software offers a restricted range of integrations, particularly in payment processing. 

GetAccept

GetAccept is a digital sales room software that empowers revenue teams to streamline their document workflows, close deals faster, and drive exceptional customer experiences — from opportunity to signed deal. The product has two parts: a Deal Room (from first meeting to proposal) and a Contract Room (from proposal to signed deal).

GetAccept streamlines proposal creation with its versatile platform. Users can quickly build interactive, mobile-friendly proposals using templates or starting from scratch. The software covers the entire proposal lifecycle, offering features like e-signatures, digital sales rooms, pricing tools, content management, analytics, and CRM integrations.

What makes it stand out from its competitors is that it is attached to a deal room which servers as a repository of all sales collaterals that clients can use inorder to make their decisions.

Pros

• Live-chat with clients: The platform features a live chat function, enabling sales teams to instantly address client questions and keep the decision-making process on track.

• Buyer engagement analytics: Sales team can view in real time  how engaged their clients are while reviewing the proposal. They can even see who has opened it, how much time they spent reading, and where they drop off and exit the document.

• Multimedia content: Sales teams can make the proposals as interactive as possible by adding relevant text blocks and  personalized video and ensure that the client is engaged.

Cons

• The price seems to be quite high relative to other alternatives especially when you compare it in the long run (for short period of time it won't be much expensive)

Better Proposals

Better Proposals, a relatively recent entrant to the sales proposal software market, has been offering comprehensive proposal management solutions since its launch in 2015.  It helps businesses to  create, share and organize custom proposals and cover pages. What’s unique about this platform is that it includes an all-in-one interactive editor that is a mix of drag-and-drop tools combined with a pre-structured format.

The software enhances its versatility through integrations with a wide range of popular third-party applications. These include payment processors like Stripe and PayPal, project management tools such as Basecamp and Trello, and CRM systems like HubSpot and Zoho, among others.

Pros

• Personalization:  The user-friendly interface empowers users to showcase their brand by adding  custom colors, logos, fonts, content, images, and even introductory videos, ensuring each document reflects your unique identity.
• AI-driven insights: Better proposals provides AI-driven insights using real-time industry data and helps sales teams to improve their proposals and increase conversion rates.
• Live chat: Sales team can use the  live chat option to address clients' questions or concerns directly from the proposal document.
  

Cons

• Multiple users can’t leverage one account, meaning you’ll pay separate monthly fees for each team member.
• The Starter and Premium tier of Better Proposals has limitations on no of documents/proposals that can be sent.
• It offers an automated notification feature but lacks  automatic invoicing and billing capability. 

Cone

Cone is a comprehensive proposal-to-payment software that simplifies the process of selling and collecting money. Cone enables you to create compelling, branded proposals tailored to your clients using an easy-to-use editor. 

With Cone, businesses can do pretty much everything—create compelling, branded proposals, send them for review, get e-signatures, and even automate invoice generation and renewals.

Pros

• Automatic invoice generation: The software allows you to generate invoices for both one-time and recurring payments which can easily be sent to clients.
• Payment reminders: Send reminder emails to clients about upcoming payments like monthly subscription fees or contract renewals.
• Affordable pricing:  Cone's pricing structure is very straightforward and transparent starting at 8$ per user/month. 

Final Thoughts

While Proposify is a popular choice for many businesses, there are  several other options available in the proposal software space that cater to different needs.Each of them has something unique to offer.

Your ideal choice should depend on factors such as your team size, industry-specific requirements, budget constraints, and desired features. As you consider these alternatives, we encourage you to take advantage of the free trials available and assess the platforms thoroughly to see if it suits your sales process. Because, the right proposal software can significantly streamline your sales process, enhance your sales team’s efficiency, and ultimately contribute to closing more deals.