Key Takeaways:
- Proposify, though a popular proposal software, some might come across few and would want to explore other alternatives. Some of Proposify's alternatives offer more impressive proposals, a more competitive pricing structure, and other useful features.
- When looking for a Proposify alternative, consider factors such as product capabilities, UI/UX, security and compliance, and customer support
- Cone stands out as one of the best alternatives to Proposify in 2024 with its modern UX, complete proposal-to-payment collection workflow, top-notch customer support, and free proposal template library.
Your business's ability to close a deal quickly is a big factor in its success. And a major part of that is the proposal management software you use.
While Proposify has been the go-to option for many businesses (It’s been around for more than a decade), there are a whole bunch of options available today—software solutions that are just as good as Proposify when it comes to proposal creation and management but with a more evolved UI and better user experience.
In fact, tools like the Cone Proposal-to-Payment software lets you bring an entire process — from generating and sending proposals to collecting e-signatures to raising invoices to receiving payments — into a single, end-to-end, automated workflow.
We've compiled a list of highly capable tools that not only help you create impressive proposals but also make your business processes highly efficient. Here’s a look at the 10 best Proposify alternatives to try in 2024.
What is Proposify?
Launched in 2013, Proposify is a proposal-building tool meant for SMBs and large enterprises. The software enables businesses to streamline the process of creating and managing business proposals. While it’s mainly targeted at in-house sales teams looking to close deals, it can also be used by agencies and freelancers.
Some key features of Proposify include
- E-signatures
- Content libraries
- Interactive pricing
- Proposal templates
- Proposal design tools
- Analytics and reports
Proposify also integrates with popular CRMs, accounting software, and team communication tools like Slack.
Why look for a Proposify alternative?
Proposify is not without its limitations. Starting with its pricing plan, Proposify paid plans start at $49 per month. This is quite costly when compared to competitors that offer similar services. They also don’t provide any customer support during the 14-day trial period.
What Should You Look For In Proposify Alternatives?
Did you know there are over 75 proposal management solutions—both generic and industry-specific—that can be classified as Proposify competitors?
With so many tools on the market today, picking one alternative to Proposify can prove intimidating.
Whether you’re a freelancer or a business owner—here are some common factors to consider when exploring proposal management software so you can pick the right Proposify alternative to match your needs.
- Set of features: Check if your proposal management software has all the features your business or service requires—eSignature, contract management, invoicing, billing, and more. Depending on your requirements, you can also go for a platform that’s designed for your industry. For example, check out proposal software tailored for freelancers, proposal software tailored for accountants, or best proposal software for small businesses.
- Ease of use: If possible, get a demo or sign up for a free trial before purchasing a product. This will help you explore the platform first-hand and see if the platform is easy to use and if it provides a good user experience.
- Integrations: Check if your Proposify alternative integrates with the rest of your tech stack - accounting software, and other tools. This will help you unify your data and set up time-saving automations and workflows.
- Security and compliance: Pick a tool that prioritizes data security and privacy to ensure compliance and help you with audit trails, data privacy requests, and more.
- Pricing: Assess whether the pricing structure fits your budget and scalability plans, particularly if you plan to expand in the future. Take into account subscription fees, usage limits, and any extra costs for premium features or add-ons.
- Customer experience: Evaluate factors such as customer support, frequency of product updates, and number of free resources and tools. This can give you an idea of how reliable a vendor or software product is.
The 10 Best Proposify Alternatives to Try in 2024
Now that we’ve seen how to pick the right Proposify alternative, let’s take a look at some popular proposal management tools on the market and explore why they make the perfect alternative to Proposify.
Cone - Modern Proposal Software with invoicing & billing at 8$ per user/month
The most cost-efficient Proposify alternative on this list, Cone is an all-in-one proposal management solution that allows sales teams to create, send, and track business proposals from one platform.
With Cone, businesses can do pretty much everything—create proposals, send them for review, get e-signatures, and even automate invoice generation and renewals.
And all this without having to pay a hefty fee!
Create web-based proposals
With Cone, you can create proposals that look like landing pages without writing any code. Customize the proposal layout, font, and color to match your brand and give your clients a modern proposal experience. Check out free proposal templates like these Freelance Graphic Design Proposal Template, Marketing Consulting Proposal Template, Bookkeeping Contract Template, SEO Proposal Template etc
In a hurry? Simply customize one of the existing templates to suit your needs. Freelancer? Learn how to write a killer freelancer proposal. Small business? Learn how to write a proposal sample.
Close deals faster with eSign
Cone’s built-in eSignature options allow your representatives to collect signatures digitally, ensuring faster deal closure and less back-and-forth. Plus, clients don’t have to leave the proposal to sign a deal, giving them a more cohesive experience.
Stay on top of invoices
Automate invoice generation for both one-time and recurring payments. Once an invoice is generated, all you have to do is approve it for it to be sent to clients. Plus, Cone also integrates with top accounting software like Xero, QBO, and Zoho Books, so your customer data will be synced automatically. Freelancer? Learn how to invoice as a freelancer.
Collect payments right from Cone
Cone integrates with all the top payment gateways and alerts you of received payments, be it card payment, direct debit, or ACH debit.
Cone’s best features
- Impressive proposals: Impress your prospects with impressive proposals using the modern proposal editor.
- Dynamic pricing table or quotes: Use Cone’s smart pricing tool to manage the pricing of all your packages and services and maintain consistency.
- Automated billing and invoicing: Automatically create invoices and manage billing from the same platform - everything you need to sell and collect money in the single platform.
- Payment reminders for clients: Send reminder emails to clients about upcoming payments like monthly subscription fees or contract renewals.
Sign up today and create your first proposal now!
Cone’s pricing
- Single user: $10 per month
- Business (Up to 5 users): $30 per month
- Growth (Up to 10 users): $60 per month
PandaDoc
PandaDoc provides a combination of eSigning and proposal management solutions for small- and medium-sized businesses. PandaDoc also provides API access (Proposify doesn’t) for further flexibility. Another key difference is that PandaDoc allows you to import documents from other services and customize them on the platform.
Other features include a central content library, dynamic pricing tables, and embeddable forms. PandaDoc also provides all basic proposal management and collaboration features, auto-fill options from CRM data, and more.
Pandadoc’s best features
- Create professional-looking proposals: PandaDoc allows users to both import documents and create proposals from scratch using its drag-and-drop proposal builder.
- Get real-time notifications: Respond to comments, answer reviews, and approve proposals quickly using real-time notifications.
- Protect content blocks: Maintain control over proposals by adding sensitive information as non-editable content blocks.
- Sync with your CRM tool: Use CRM data to auto-fill customer details in proposals and create proposals faster and with fewer errors.
- Integrate with payment gateways: Collect payments from clients from within PandaDoc using Stripe, PayPal, Square, and more.
Pandadoc’s pricing
- Essentials: $35 per user, per month
- Business: $65 per user, per month
- Enterprise: Custom pricing
Learn more about pandadoc alternatives.
Qwilr
Another must-explore Proposify competitor is Qwilr. Qwilr aims to modernize the sales process with interactive business proposals that mimic websites.
Not only does a business proposal created in Qwilr look like a website landing page, it can also include embeddable content such as videos, interactive ROI calculators, and more. This makes it the complete opposite of Proposify’s legacy proposal builder.
Qwilr also comes with a host of other proposal management options like dynamic pricing, eSignature, and payment collection. And while Qwilr also offers only two pricing plans like Proposify, it’s slightly cheaper than the latter and starts at $39 per user when billed monthly.
However, Proposify makes up for this extra cost by providing iOS and Android apps. If you’re looking for a more ‘modern’ alternative to Proposify and don’t require a mobile app, then Qwilr is a great choice!
Qwilr’s best features
- Create interactive proposals: Build modern-looking proposals with interactive elements, custom forms, and more without having to write code.
- Monitor your pipeline: Get a birds-eye view of each deal status, what stage each proposal is in, and the revenue it could generate for you.
- Create multi-step proposal workflows: Add all proposal actions like contract, sign-off, and payment into one website landing page and fast track deal closure.
- Set up extra security measures: Control who can view a proposal landing page and for how long they can with identity authentication and page expiry dates.
Qwilr’s pricing
- Business: $35/user per month
- Enterprise: $59/user per month
Bidsketch
A cost-effective alternative to Proposify, BidSketch is a proposal solution that enables businesses to generate professional-looking business proposals in minutes.
Unlike Proposify, Bidsketch follows a more minimal approach to proposal generation. It comes with a few basic customization options and focuses more on automations to help businesses send proposals faster.
It comes with automation features like approval messages (to guide clients towards the next step), comments (so clients can leave their feedback and discuss changes on the contract itself), and optional packages (so you can upsell services).
Unlike other proposal builders, in Bidsketch, you add content to text boxes, and BidSketch then generates the format of the proposal—This way, you don’t waste time designing it.
Bidsketch’s best features
- Generate proposals quickly: Simply add your proposal content to BidSketch’s proposal editor and let it create a branded landing page for your proposals.
- Tell clients the next steps: Set up an approval message to send to clients after they sign a proposal and automate your follow-ups.
- Upsell with optional items: Add additional tools and services and optional items and allow clients to opt in for them when reviewing a proposal.
- Brand your proposals: Set up custom domains, add your logo, and more for your proposal landing pages.
Bidsketch’s pricing
- Business: $149 per month
- Team: $79 per month
- Solo: $29 per month
- Starter: $15 per month
Proposable
Proposable is another ‘all-in-one’ proposal solution for sales teams looking to create, send, and track web-based proposals. Key features include a drag-and-drop proposal builder, collaboration options like comments, eSignatures, and even optional offerings that clients can opt for when reviewing a business proposal.
Another great Proposable feature is its Pricing Catalog—you can add all your services and packages to a file and reference them to stay consistent with all clients. However, Proposable comes with some of the same disadvantages as Proposify, such as glitches and a legacy editor.
Proposable’s best features
- Save time with pre-saved content: Create a content library with prices, ready-to-use content blocks, and more to you can standardize your proposals.
- See how clients interact with proposals: Get analytics on proposal open time, time spent on a proposal, and more to see how clients engage with your proposal.
- Get notified about proposal actions: Get email and SMS notifications for key proposal actions like comments, proposal downloads, and approval requests.
- Set up approval workflows: Decide which team members should approve a proposal before it goes to a client.
- Customize proposals with merge tags: Use merge tags to auto-fill customer and company data in proposals.
Proposable’s pricing
- Solo: $19 per user, per month
- Team: $39 per user, per month
- Enterprise: $500+ per month
Scoro
Scoro is an all-in-one work management solution for service-oriented businesses and comes with tools for team collaboration, project management, resource planning, and proposal management.
This makes it a great Proposify alternative for consultants and agencies looking for a simple tool to manage multiple aspects of their business without having to deal with many platforms.
Scoro’s proposal software includes a proposal builder, invoicing, digital signing, and approval workflows making it a holistic solution for all your business proposal needs.
However, Scoro’s ‘all-in-one’ approach comes as a slight disadvantage as well—none of its tools are actually best-in-class, and you might not get as many templates as you would in a more specialized proposal solution. For example, Scoro doesn’t provide advanced proposal creation and customization options which might be a limitation for some teams.
Scoro’s best features
- Standardize proposal creation: Set up pre-defined packages and services and add them to new proposals to stay consistent.
- Segment your audience: Create different quotes and proposal templates for each audience persona and auto-fill this data based on an account’s details in your CRM.
- Share proposals as PDFs: Send a PDF of your proposal to clients for review and get them to sign them digitally.
- Generate invoices automatically: Set up automated workflows to approve proposals, generate and renew invoices, and even collect payments.
Scoro’s pricing
- Essential: $28 per user, per month
- Standard: $42 per user, per month
- Pro: $71 per user, per month
- Ultimate: Custom pricing
Prospero
Prospero is a simple, straightforward proposal tool that’s aimed at freelancers and smaller teams. With an easy-to-use proposal builder and 100+ templates, Prospero makes it easy for users to create business proposals in hardly any time.
Other key features include digital signatures, team management, and proposal analytics like when a client opened a proposal and how long they spent on it. However, while Prospero is a great Proposify alternative, it might not be suitable for larger teams as comes with far fewer native integrations when compared to Propposify.
Prospero’s best features
- Get started with ready-made templates: Customize one of Prospero’s 100+ business proposal templates that also come with ready-to-use content blocks and save time.
- Move fast with digital signatures: Send proposals to clients, get e-signatures from multiple stakeholders, and even add a timestamp and IP address for each signature as extra security.
- Make negotiations easier: Allow clients to choose from multiple package and service options and get payment accordingly.
- Track proposals: Gain insight into when a proposal is opened, how long it was open, and more to plan your follow-up communication.
Prospero’s pricing
- Basic (Up to 25 users): Starting at $10/user per month.
- Enterprise plans: Custom pricing
Better Proposals
Launched in 2015, Better Proposals is a web-based proposal platform that enables sales professionals to save time and close deals faster by automating proposal management from end to end.
Users can design proposals, send them for signing, and even receive payments without leaving the platform, making it one of the best “all-in-one” Proposify alternatives on the market.
Also, while Better Proposals approaches proposal management in a similar way to Proposify, it starts at a much lower cost of just $19 per user as opposed to $49 for the latter. This makes it a great proposal solution for freelancers and smaller businesses.
Plus, users find its drag-and-drop proposal editor is a lot more modern and intuitive, so you can get started quickly.
Better Proposals’ best features
- Customize your proposal layouts: Use Better Proposal’s web editor and drag-and-drop features to create proposals that look like landing pages (side navigation included) and are easy to access on both smartphones and computers.
- Import proposals from Word: Unlike Proposify, you can easily import MS Word documents to Better Proposals so you don’t have to start from scratch.
- Collect signatures and payment digitally: Enable clients to sign proposals from anywhere using eSignatures. They can also pay you immediately after signing a proposal using Stripe, Paypal, and more.
- Integrate with your CRM: Integrate Better Proposals with your CRM tool and auto-populate client information into proposals.
Better Proposals’ pricing
- Starter: $19/user per month
- Premium: $29/user per month
- Enterprise: $49/user per month
Learn more about Proposify vs Better Proposals.
Loopio
An RFP response software designed for high-performing sales teams, Loopio comes with built-in solutions to help businesses generate and send Requests-for-Propposals (RFPs) and Requests-for-Information (RFIs), and other questionnaires.
Not only does Loopio have some great proposal management features—content library, response automation, customizations, and more—it also comes with a whole bunch of free tools, templates, and checklists to help you get started faster.
Another great Loopio feature is its generative AI capabilities. With Loopio, you can use AI to review proposals, insert content blocks, or answer questions by referencing approved business proposals, and more.
However, one drawback with Loopio is that it doesn’t provide any payment solution. You’ll have to use a third-party payment solution to manage invoices and payments.
Loopio’s best features
- Create re-usable proposal templates: Use Loopio’s proposal builder to generate proposals, and even save them as custom templates for future use.
- Set up a content library: Reduce your sales team’s workload by creating a library of pre-approved content that they can reference and add to their proposals.
- Collaborate on responses: Loopio provides solid project management tools to help sales reps track proposal progress, assign questions, and provide feedback.
- Reduce busywork with AI: With Loopio’s AI capabilities, you can review proposals and craft responses, detect duplicate responses, and more.
Loopio’s pricing
- Essentials: Custom pricing
- Plus: Custom pricing
- Advanced: Custom pricing
- Enterprise: Custom pricing
DocuSign
DocuSign is a popular online esoftware solution that enables users to manage electronic agreements and get e-signatures. Though it’s primarily an eSignature tool, it also provides a Contract Lifecycle Management (CLM) system that you can use to generate and manage legal contracts.
While it’s not a typical Proposify alternative, you can use its CLM system to create and send your business proposals to clients. Plus, its eSignature tool is one of the best in the market. This makes it a great option for freelancers and SMBs looking for a simple solution to manage their proposals.
However, you might miss out on some of the proposal-specific features like interactive pricing, and the DocuSign template library doesn’t include business proposals.
DocuSign’s best features
- Create branded proposals: Create and customize your business proposals with pre-approved clauses, conditional rules, and more. You can also auto-populate proposals with data from your CRM.
- Sign proposals digitally: Send proposals to clients, get their electronic signature, and close deals faster.
- Verify signers and prevent fraud: Ask signers to verify their identity by referencing their government IDs or using SMS authentication.
- Create automated workflows: Set up a fully automated workflow to create, review, send, and store each proposal.
- Speed up negotiations with AI: Use DocuSign’s AI capabilities to review comments, generate summaries, and extract critical information.
DocuSign’s pricing
eSignature
- Personal: $15 per month
- Standard: $45 per month
- Business Pro: $55 per month
eSignature real estate
- Real Estate Starter: $15 per month, per user
- Real Estate: $45 per month, per user
- REALTORS: $35 per month, per user
Switch to Cone: The Modern, Automated, and Most Cost-Effective Alternative to Proposify
Proposify might be among the first proposal management platforms to have hit the market, but when it comes to modern-day business proposal management, Cone definitely stands out as the better choice.
An all-in-one proposal-generating payment collection platform, Cone comes with all the features you need to manage your business proposals from end to end. Whether that’s creating a proposal, sending an invoice, or renewing a contract. Plus, it also integrates with popular billing and payment platforms like Stripe, and more. In short - everything you need to sell and collect money in a single unified platform. Sweet, right?
If you’re looking for a hassle-free way to manage your business proposals, you should definitely check out Cone.
FAQs
Is Proposify worth it?
Proposify is among the earliest software-driven proposal software, and it has found popularity among businesses and individuals worldwide. However, for reasons such as glitches, fewer features, and an outdated text editor, many have chosen to use its alternatives, such as Cone, Proposable, and others.
What is Proposify used for?
Businesses and professionals use Proposify as a proposal-building tool. The software enables businesses to create and manage business proposals and obtain e-signatures.