Proposal Expert
8.2#4 in proposal softwareFrom €24 a monthFree planWebAPI
VisitProposal Expert vs Proposify
What both publish
| Fact | Proposal Expert | Proposify |
|---|---|---|
| Audience | The homepage describes the product as intended for anyone who creates proposals, from freelancers and self-employed people to sales teams at large companies. | The Basic plan is for individuals and small teams, while the Team plan is for growing teams that need CRM integration. |
| Built-in e-signatures | Yes | Yes |
| Company identity | The privacy policy identifies the service operator only under the name Proposal Expert and does not provide a separate legal company name. | The page identifies the company as Proposify Inc. |
| CRM integrations | The pricing page lists HubSpot and Pipedrive for Professional and Salesforce for Business. | Proposify integrates with popular CRM, invoicing, payment, and Zapier tools. |
| E-signatures | Signatures are Simple Electronic Signatures under eIDAS, with email one-time-code verification, IP and timestamp evidence, document hashing and RFC 3161 timestamp sealing. | All plans allow documents to be legally e-signed. |
| Free plan | Yes | No |
| Integrations | Live CRM connections are listed for HubSpot, Salesforce and Monday.com; Pipedrive is described as in development, while Zoho, Dynamics 365, Teamleader and Exact Online are planned. | The integrations directory lists CRM, payment, invoicing, collaboration, file, forms, project-management, and other integrations, including Salesforce, HubSpot, Stripe, QuickBooks, Slack, and Zapier. |
Proposal Expert plans
- FreeFree
- Starter€24 a month
- Professional€59 a month
- Business€109 a month
- EnterprisePriced on request
Proposify plans
- BusinessPriced on request
- Basic$228 a year
- Team$492 a year
- EnterprisePriced on request
- Basic annual$19 a month
- Basic monthly$29 a month
Pick Proposal Expert if…
Proposal Expert suits freelancers, self-employed professionals and sales teams that create proposals. Teams needing CRM connections, collaboration or white-labeling may consider its higher plans.
Pick Proposify if…
Proposify suits individuals and small sales teams that need to create and track proposals, as well as growing teams seeking CRM integration. Its iOS companion app is for monitoring activity rather than creating and sending proposals.