Proposify
8.3#3 in proposal softwareiOSWebAPI
VisitProposify vs TrussNote
What both publish
| Fact | Proposify | TrussNote |
|---|---|---|
| Built-in e-signatures | Yes | Yes |
| Client activity tracking | Yes | Yes |
| CRM integrations | Proposify integrates with popular CRM, invoicing, payment, and Zapier tools. | No |
| Custom branding | Yes | Yes |
| Free plan | No | No |
| Included team seats | 1 | 1 |
| Integrations | The integrations directory lists CRM, payment, invoicing, collaboration, file, forms, project-management, and other integrations, including Salesforce, HubSpot, Stripe, QuickBooks, Slack, and Zapier. | Direct integrations with Procore and Autodesk are described as being on the roadmap; users can currently export PDFs and structured data. |
| Purpose | Proposify lets sales teams create, send, track, and close customized, interactive proposals. | TrussNote describes itself as an AI platform built for design-build firms and AEC workflows. |
| 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 Help Center says its support team typically responds within one business day; plan support ranges from email to priority or dedicated support. |
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
TrussNote plans
- Trial—
- Starter$199 a month
- Business$499 a month
- Enterprise$1,499 a month
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.
Pick TrussNote if…
You want what its maker publishes above — check its page for the details.