ProposalDoc
7.2#37 in proposal softwareFrom $89 a monthFree planWeb
VisitProposalDoc vs Proposify
What both publish
| Fact | ProposalDoc | Proposify |
|---|---|---|
| Analytics and reporting | Yes | Yes |
| Built-in e-signatures | No | Yes |
| Client activity tracking | Yes | Yes |
| CRM integrations | Yes | Proposify integrates with popular CRM, invoicing, payment, and Zapier tools. |
| Custom branding | Yes | Yes |
| E-signatures | ProposalDoc says its approvals are for scope alignment and client confirmation and are not a replacement for legally binding e-signature software. | All plans allow documents to be legally e-signed. |
| Free plan | Yes | No |
| Included team seats | 3 | 1 |
| Integrations | The Agency Pro plan lists HubSpot and CRM one-click deal sync, while active CRM and invoicing integrations are listed as coming soon on the homepage. | The integrations directory lists CRM, payment, invoicing, collaboration, file, forms, project-management, and other integrations, including Salesforce, HubSpot, Stripe, QuickBooks, Slack, and Zapier. |
| Purpose | ProposalDoc helps web design agencies create branded proposals, define scope, and get client approval before kickoff. | Proposify lets sales teams create, send, track, and close customized, interactive proposals. |
| Support | The Founding Agency Pilot includes hands-on support sending the customer's first real client proposal. | 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. |
| Tracking | When tracking is enabled, ProposalDoc records activity signals such as opens; tracking is optional. | Document analytics show when each recipient opens a document and how much time they spend in each section. |
ProposalDoc plans
- Free Demo & WorkspaceFree
- Agency Pro$89 a month
- Founding Agency Pilot$149, paid once
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 ProposalDoc if…
You want what its maker publishes above — check its page for the details.
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.