
Proposify
8.3#3 in proposal softwareiOSWebAPI
Visit| Fact | Proposify | Revv |
|---|---|---|
| Analytics and reporting | Yes | Yes |
| Built-in e-signatures | Yes | Yes |
| Client activity tracking | Yes | Yes |
| CRM integrations | Proposify integrates with popular CRM, invoicing, payment, and Zapier tools. | Yes |
| Custom branding | Yes | Yes |
| Document creation | All plans allow unlimited document creation, while monthly sends may be limited. | Users can create templates, convert Word documents into form templates, and publish forms online. |
| 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. | Revv describes integrations with Salesforce, HubSpot, spreadsheets, Zapier, APIs, Slack, Google, and Box. |
| Online payment collection | Yes | Yes |
| 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 pricing page lists round-the-clock support by email, chat, phone, and Zoom, plus onboarding and implementation assistance. |
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.
You want what its maker publishes above — check its page for the details.