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8 best Proposify alternatives in 2021: compare pricing & features

8 best Proposify alternatives in 2021: compare pricing & features

Proposify is an eSign and proposal management solution, one of the most prominent online signature solutions on the market.

It is scalable and valuable in virtually every scenario, allowing its users to enjoy analytics, custom templates, payment collection, and various CRM integrations.

In using Proposify, you’ll immediately notice its focus on organization. For instance, with something called Roles — they, Proposify helps you organize your sales team, make sure each team member has access to what they need, and hold them accountable for their tasks.

You can also track the whole process and the management behind it as you supervise how they collaborate.

This proposal software uses industry-leading encryption standards, ensuring your data is secure and never disclosed to third parties.

Although established back in 2013, Proposify has proven itself a strong player in the software market with its customer-centric attitude and a clear vision that tolerates nothing but exceptionality.

What are the Proposify alternatives?

  1. PandaDoc
  2. Qwilr
  3. Bidsketch
  4. QuoteWerks
  5. Betterproposals.io
  6. Proposable
  7. Qvidian
  8. Nusii

Proposify alternative: Proposal solutions with an ample workflow

In an ever-growing contract and proposal software market, and a future that’s more digitized than we could have ever anticipated it would be, new tools and solutions are getting launched almost every year.

As we speak, there are 72 Proposify competitors available on the market, actively fighting for their spot under the software sky. All of the competitors are hard-working teams of professionals, actively learning and embracing innovation.

In our Proposify alternatives section, we are listing tools that we have objectively analyzed and found to be adequate alternatives to Proposify.

As a team of experts who, just like our competitors, actively learns and (tries to) improve daily ourselves, we understand how difficult it is to develop a seamless solution. In that sense, we take our hat off to everyone from the list below!

Where we got our data

The data used in this article was sourced and analyzed from more than 20 different websites

The websites used for the analysis include specialized SaaS websites, user-review websites, as well as other relevant publications in the SaaS industry. 

To make sure the most relevant websites were prioritized in the analysis, all websites were split into four cohorts, based on the number of visits they generate. Here, the number of visits was used to assess the relevance of respective publications. These were the four cohorts:

  • >250.000 visits;
  • 150.000 – 250.000 visits;
  • 25.000 – 150.000 visits;
  • <25.000 visits

Each website was then assigned a score based on their group. Therefore, the websites that occupy the last group were considered less objective or trustworthy and required more vetting due to the low number of visits they generate. On the other hand, the websites from the first two groups were considered more reliable and were prioritized during the analysis.

Here are some examples of websites that were considered relevant:

Finally, the websites of the covered tools were also included as content sources. However, they were stripped of their biases and marketing claims, and only used to confirm data related to the actual tool, its features, pricing plans, and other.

01. PandaDoc

pandadoc

Our rating: 4.8/5

G2 rating: 4.7/5

Pricing: Free eSign + Essentials (10 user/month) and Business (49 user/month); Enterprise upon agreement.

Who is this tool for: PandaDoc is an all-in-one digital document and contract management solution created to automate any contract management and tracking process, ensure secure collaboration, and provide proper management.

ProposifyPandaDoc
Legally-binding eSignatures with Audit Trail100Unlimited plans
Templates
Activities Notifications
Payments CollectionStripeAll plans
Automated WorkflowsX
Custom Branding for Documents, Templates, and Emails
CRM Integrations
eSignature API (including Sandbox API)
X
Document Generation and Editing
Document Analytics and Insights
Free trial
24/7 customer serviceLimited

The tool can support almost every business process requiring document management and electronic signatures due to its contract management platform flexibility.

As per G2,

“PandaDoc is ideal for anyone that needs to send multiple contracts within a single deal. The software automatically transfers customer metadata from an existing document to a new one.”

PandaDoc’s main advantage is its ability to upload nearly any type of contract documents, from Word to PDF. Users also appreciate that it acts as a contract repository for teams, being exceptionally user-friendly for internal and external parties.

Summary

PandaDoc is a multi-function contract lifecycle management software with an assortment of options available to manage contractworks efficiently.

The software allows you to negotiate, customize, and eSign complex contracts while offering built-in eSignatures and plenty of integrations and contract renewals. PandaDoc is great for document management, too.

The software also comes with customizable user-role management and approval processes.

Using PandaDoc automation, clients obtain detailed insights about their contracts, expenditures, and revenue over time.

In addition, its CRM integration allows users to pull customer data from their CRM easily and transfer them into a new contract, no manual data entry is required.

PandaDoc software meets GDPR, FERPA, HIPAA, and SOC 2 Type II compliant security standards. All PandaDoc data is encrypted using AES-256 technology to prevent unauthorized third-party access to sensitive information.

A knock against PandaDoc is that it comes with a poor learning curve, as reported by some users.

02. Qwilr

qwilr

Our rating: 4.3/5

G2 rating: 4.5/5

Pricing: Business ($75/month for up to 3 users) and Enterprise ($490/month for up to 10 users)

Who is this tool for: Qwilr is intended for small and medium teams with a rather innovative approach to sending proposals and quotes. However, it appears that Qwilr isn’t the best option for large sales teams. The tool doesn’t have the best results in managing customer lifecycles, standard sales processes, or workload.

ProposifyQwilr
Legally-binding eSignatures with Audit Trail100
Templates
Activities NotificationsX
Payments CollectionStripe
Automated WorkflowsXX
Custom Branding for Documents, Templates, and Emails
CRM Integrations
eSignature API (including Sandbox API)XX
Document Generation and Editing
Document Analytics and Insights
Free trial
24/7 customer serviceLimitedLimited

Summary

Unlike most of its software rivals, Qwilr’s primary focus isn’t on documents. Instead, Qwilr produces a mini, fully interactive web page once you’re done designing your business proposals, bringing something entirely new to the table.

The pages are mobile-responsive and include numerous pieces of embedded content, including video and Google Maps.

Qwilr offers the option to either start blank or use their proposal templates, all of which can be built into a perfect professional proposal.

Qwilr’s analytics are pretty extensive, allowing you to see everything from the total number of views to the time spent on an individual block, clicks, etc. For an even better overview, the tool integrates with tools like CrazyEgg and Hotjar.

A disadvantage of Qwilr is that it can include issues with text and formatting during page to PDF conversion. The tool doesn’t allow you to upload and import Google Docs or Word documents. Also, users have reported they would rather go with a standard PDF proposal.

03. Bidsketch

bidsketch

Our rating: 4.3/5

G2 rating: 4/5

Pricing: Agency ($119 per month), Studio ($47 per month), Freelancer ($23 per month)

Who is this tool for: Bidsketch is a proposal software solution used by freelancers, consultants, salespeople, sales teams, agencies, and anyone closing deals. The tool helps create professional-looking proposals in minutes and helps those who like negotiating with their up-selling feature.

ProposifyBidsketch
Legally-binding eSignatures with Audit Trail100X
Templates
Activities Notifications
Payments CollectionStripe
Automated WorkflowsXX
Custom Branding for Documents, Templates, and Emails
CRM Integrations2
eSignature API (including Sandbox API)XX
Document Generation and EditingX
Document Analytics and Insights
Free trial
24/7 customer serviceLimitedLimited

Summary

Bidsketch is a proposal software designed to help you create persuasive proposals in minutes and have them e-signed quickly by clients using the e-signature feature in real-time.

In addition to instant notifications and web-based proposal analytics, the tool offers beautiful proposal templates and custom client landing page creation.

With Bidsketch, you can reuse proposal templates, pricing items, content, and designs easily. To help you get started quickly, the tool provides you with example content from the content library.

An exciting aspect to Bidsketch is its up-selling feature, giving you the option to make any pricing items optional and even automatically include them as part of your sales document.

The up-selling feature appears to has helped Bidsketch clients, i.e., their proposals earn 32% more revenue on average.

Thanks to Bidsketch automated notifications, you’ll get an email notification the minute your clients opens your proposal.

A weakness of Bidsketch is that it has no method for exporting the input data.

Essentially, if you’re a business that sends quite a few proposals per day, you’ll need to use a secondary product to keep track of the proposals you’d sent.

04. QuoteWerks

Our rating: 4.1/5

G2 rating: 4.3/5

Pricing: Standard ($15/user/month), Professional ($20/user/month), Corporate ($29/user/month)

Who is this tool for: QuoteWerks is a simple software designed for teams of all sizes looking for a simple and effective solution. It is mainly recognized for its functionality and familiarity rather than flash and modern design. It could be great for more traditional enterprises.

ProposifyQuoteWerks
Legally-binding eSignatures with Audit Trail100
Templates
Activities Notifications
Payments CollectionStripe
Automated WorkflowsXX
Custom Branding for Documents, Templates, and EmailsNo information publicly available
CRM Integrations8-14
eSignature API (including Sandbox API)X
Document Generation and Editing
Document Analytics and InsightsRequires add-on
Free trial
24/7 customer serviceLimitedLimited

Summary

QuoteWerks is all about simplicity.

Featuring an easy interface and a simple (somewhat outdated) design, the tool streamlines the process of proposal creation via a desktop app that resembles a cross between Windows Control Panel and Microsoft Excel.

While QuoteWerks is effective and, to some, it will be just what they’re looking for; the feeling is that the tool doesn’t look like something a modern user would be too happy with.

In fact, adding services, pricing, and recipients is fairly old-ish, as it features many tables and content but not enough buttons and content management options.

A big downside for QuoteWerks is that it doesn’t offer the option of editing documents design, creating custom templates, or using a content library.

05. Betterproposals.io

better_proposals

Our rating: 4.2/5

G2 rating: 4.3/5

Pricing: Starter ($19 per month), Premium ($49 per month), Enterprise ($129 per month)

Who is this tool for: Better Proposals is an all-in-one editor designed for salespeople who want to make their proposal writing frustration-free from start to finish. This proposal software makes things very easy to manage, as all you have to focus on is the content.

ProposifyBetterProposals
Legally-binding eSignatures with Audit Trail100
Templates
Activities Notifications
Payments CollectionStripeNo information available
Automated WorkflowsX
Custom Branding for Documents, Templates, and Emails
CRM Integrations11
eSignature API (including Sandbox API)X
Document Generation and EditingX
Document Analytics and Insights
Free trial
24/7 customer serviceLimitedLimited

Summary

Better Proposals enjoys the reputation of being one of the best proposals writing software nowadays.

With its highly functional board of proposal options and improved customizability, the tool enables you to create beautiful, modern, web-based, high-converting, and trackable proposals in a matter of minutes.

With its automated notification and engagement tracking system, clients can trail when the proposal is opened and – consequently – follow up at the right time.

There is also an integrated option to receive a notification when the proposal is downloaded, signed, or paid online.

Better Proposals is clean, secured, and streamlined, and it automates your sales in a way that helps win more business and cultivate long-term relationships with clients.

Salespeople using it have reported that Better Proposals helps them close deals faster.

The tool features legally binding digital signatures that add an extra layer of security, reduce the document turnaround time, improve invoicing time, and allow your clients to sign-off from anywhere and any device.

However, some users have complained that using the system is clunky, with too many interconnected, explanation links that are often broken.

They have also remarked on the tool’s support team operations: being UK-based, you are unsupported when actually using the system if their time zone does not mesh with your operations.

06. Proposable

proposable dashboard

Our rating: 4.3/5

G2 rating: 4.3/5

Pricing: Enterprise ($49 per month, per user), Team ($39 per month, per user)

Who is this tool for: Proposable is a tool designed to help salespeople supercharge their sales proposals and gain fresh insight into the complete sales process. The tool automates the entire proposal process – from creating and sending trackable web-based proposals to closing the deal with incorporated eSignatures.

ProposifyProposable
Legally-binding eSignatures with Audit Trail100Limited
Templates
Activities Notifications
Payments CollectionStripeX
Automated WorkflowsX
Custom Branding for Documents, Templates, and Emails
CRM Integrations8
eSignature API (including Sandbox API)XX
Document Generation and Editing
Document Analytics and Insights
Free trial
24/7 customer serviceLimitedLimited

Summary

Proposable empowers your company to create, track, edit, and sign all your proposals. It offers a simple set of drag and drop proposal blocks and a catalog of Free Proposal Templates to get you started.

It’s been reported as a straightforward tool for teammate collaboration on proposals, using internal comments.

The tool features an integrated e-Signature workflow, helping you place signatures, initials, and text field elements throughout your proposal much quicker and – ultimately – close deals faster.

Counter-signing support is also included. Your prospect should be happy with Proposable as the tool includes an acceptance workflow to complete your prospect’s acceptance efficiently.

Salespeople using Proposable can quickly represent their products and services in a polished and readable format owing to the software’s optional line-items, taxes, optional quantities, discounts, and more.

With the manager approval feature, you will always know what approved proposals are going out to customers and see detailed analytics on each proposal to determine how each recipient interacts with your sales material.

For those of you who like to stay on top of everything within the company, Proposable offers the option of getting notified via email and text (SMS).

By turning this option on, you will know what is happening with all your delivered sales content, proposal views, downloads, comments, and more – at any moment.

A downside Proposable users have reported is that the tool is hard to custom program and navigate. Also, there have been reports of the mobile layout of the contracts being unacceptable when it comes to user experience and readability.

07. Qvidian

qvidian dashboard

Our rating: 3.9/5

G2 rating: 4.1/5

Pricing: No pricing information is available publicly

Who is this tool for: Featuring a wide range of features and a somewhat clunky interface, Qvidian agrees better with larger than smaller companies, preferably those IT-oriented. A smaller, more traditional business could find Qvidian overly confusing and unnecessarily complicated.

ProposifyQvidian
Legally-binding eSignatures with Audit Trail100X
Templates
Activities Notifications
Payments CollectionStripeX
Automated WorkflowsX
Custom Branding for Documents, Templates, and EmailsN/A
CRM IntegrationsX
eSignature API (including Sandbox API)XX
Document Generation and EditingN/A
Document Analytics and Insights
Free trial
24/7 customer serviceLimitedLimited

Summary

Upland-owned, Qvidian is an RFP response software, with its database being its highlight feature.

The tool allows storing all approved proposal content and best RFP responses in a single, easily accessible library, available to all team members.

Based on reviews, Qvidian has a great track record helping proposal writers and managers significantly cut down on time spent looking for previous RFPs.

Qvidian allows team collaborations on documents through message threads. Another thing users love is that the tool is compatible with Word and Excel questionnaires which can be helpful in the long run.

On the other hand, Qvidian isn’t intuitive and is often criticized for being time-consuming due to its robust features.

08. Nusii

nusii_proposals

Our rating: 4.7/5

G2 rating: 4.8/5

Pricing: Freelance ($29 per month), Studio ($49 per month), Agency ($129 per month)

Who is this for: Nusii is a proposal software designed for creative agencies and online businesses. Nusi is the perfect replacement for Word, and Google Docs, featuring professional proposal templates, proposal tracking, notification system, and online signing. Nusii is a super-fast way to close your next deal.

ProposifyNusii
Legally-binding eSignatures with Audit Trail100
Templates
Activities Notifications
Payments CollectionStripe
Automated WorkflowsXX
Custom Branding for Documents, Templates, and EmailsVia direct contact
CRM Integrations
eSignature API (including Sandbox API)X
Document Generation and EditingX
Document Analytics and Insights
Free trial
24/7 customer serviceLimitedLimited

Summary

Advertising itself as a sustainable, 100% bootstrapped, and self-funded company that donates 1% of all our revenue to next-generation carbon removal technologies, Nusii gives out the impression of being a woke company with its client as a priority.

They don’t use tracking cookies and are fully GDPR compliant. That’s just a few sweet things to know about the company itself.

Nusii is online proposal software that allows your clients to read, accept and sign their proposal right in the browser.

Compared to traditional methods that take time, this is a fantastic stepping-point that helps your proposals be signed in up to 52% less time.

In addition, with Nusii’s legally binding electronic signatures, your client’s signature is recorded in addition to their name, IP address, and date of signature.

Nusii offers unique business templates that can be customized or used straight out of the box. The tool’s Variables system makes sure no information from a previous template ever finds its way to a new one.

Unlike many of its competitors, Nusii is available in 35 languages, with native support that works for you, regardless of your location.

But, that’s not all – Nusii offers something super cool, and that’s the option to embed videos directly from YouTube and Vimeo into your proposals!

Nusii has hardly any negatives on G2, but the one we’d emphasize is that there is no chance to go back after auto-saved played out its moment.

Also, formats/text editing like controlling paragraph spacing is limited.

Final thoughts

Being a hub of amazing proposal solutions, Proposify may be somewhat hard to match. But, with the SaaS alternatives lined above, you should be able to find the best option for yourself and your clients.

Any of the tools from our list can be your best alternative to Proposify as each of these SaaS solutions has something unique to them. So, get your credit card ready, choose a plan you like most, and start exploring the beauty of proposal software!

Originally published  October 5, 2018, updated August 16, 2021

Yauhen is the Director of Demand Generation at PandaDoc. He’s been a marketer for 10+ years, and for the last five years, he’s been entirely focused on the electronic signature, proposal, and document management markets. Yauhen has experience speaking at niche conferences where he enjoys sharing his expertise with other curious marketers. And in his spare time, he is an avid fisherman and takes nearly 20 fishing trips every year.

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