Why Consider Alternatives to Proposify?
Proposify is a well-known proposal management software that helps businesses streamline document creation, track proposals, and close deals faster. However, some users may find its features limited, pricing too high, or the interface not as intuitive as expected. Whether you’re looking for more customization, better integrations, or cost-effective options, several alternatives offer robust solutions tailored to different business needs.
In this article, we explore the best Proposify alternatives that provide advanced proposal creation, automation, e-signature capabilities, and seamless client collaboration.
1. Cone – AI-Powered Proposal Automation
Cone is an emerging proposal management software designed for businesses seeking smart automation. With AI-powered content suggestions, customizable templates, and real-time client tracking, Cone simplifies the proposal workflow. It also offers seamless integrations with CRMs like Salesforce and HubSpot, ensuring a smooth sales process.
Key Features:
- AI-assisted content generation for proposals
- Custom branding and drag-and-drop templates
- Real-time analytics on proposal engagement
- E-signature support for faster deal closures
Best For: Businesses looking for an intelligent, automated proposal solution with CRM integration.
2. PandaDoc – Feature-Rich Proposal & Contract Software
PandaDoc is a powerful alternative to Proposify, offering document automation, contract management, and electronic signatures. It provides a vast library of templates and integrates with major CRM tools to streamline sales and client onboarding processes.
Key Features:
- Drag-and-drop proposal builder
- In-depth analytics for document tracking
- Built-in e-signatures for faster approvals
- Payment collection within proposals
Best For: Businesses that need an all-in-one solution for proposals, contracts, and invoicing.
3. TaxDome – Proposal and Practice Management for Accountants
For accountants and financial professionals, TaxDome provides a complete practice management system, including proposal creation. Unlike Proposify, it offers client portals, secure document storage, and workflow automation tailored to tax firms and accounting practices.
Key Features:
- Proposal templates customized for accountants
- Secure e-signatures and client collaboration tools
- Cloud-based document management
- Integrated billing and invoicing
Best For: Accounting firms and tax professionals seeking a secure and fully integrated proposal management solution.
4. Qwilr – Interactive and Web-Based Proposals
Qwilr transforms static proposals into dynamic, web-based documents that are visually engaging. It’s a great alternative for businesses that want their proposals to feel more interactive and high-converting.
Key Features:
- Interactive web-based proposal templates
- Mobile-responsive design
- Integrations with CRM and payment platforms
- Analytics to track client engagement
Best For: Agencies and freelancers who want to create visually compelling, interactive proposals.
5. Jetpack Workflow – Proposal & Workflow Automation for Consultants
Jetpack Workflow is designed for consultants, financial professionals, and agencies that need both proposal management and project tracking. It ensures that once a proposal is accepted, tasks and workflows are automatically scheduled.
Key Features:
- Pre-built proposal templates for consultants
- Task automation for smooth client onboarding
- E-signatures and automated follow-ups
- Time tracking and billing integration
Best For: Consultants and service-based businesses that need proposal creation combined with task management.
6. Better Proposals – Simple & Modern Proposal Software
Better Proposals is an easy-to-use platform with beautifully designed proposal templates, real-time tracking, and integrated payments. It helps businesses create modern, engaging proposals without the complexity of larger software like Proposify.
Key Features:
- Customizable templates with interactive elements
- E-signature and automated follow-ups
- Payment processing within proposals
- CRM integrations for a seamless sales process
Best For: Small businesses and freelancers looking for an affordable, modern proposal tool.
7. Canopy – Proposal and Document Management for Professionals
Canopy is an excellent choice for businesses that need secure document storage, proposal automation, and client communication tools. It provides a centralized hub for managing contracts, invoices, and proposals, making it ideal for legal and consulting firms.
Key Features:
- Secure document sharing and e-signatures
- Workflow automation for faster approvals
- Client portals with messaging features
- Customizable proposal templates
Best For: Law firms, consultants, and service providers who prioritize security and document control.
Final Thoughts: Choosing the Best Proposify Alternative
The right proposal management software depends on your industry, business size, and workflow needs. If you need AI-powered automation, Cone is an excellent choice. For accountants, TaxDome offers tailored solutions. If you want interactive web-based proposals, Qwilr is a great fit. Meanwhile, businesses that prioritize security may prefer Canopy.
By selecting the best Proposify alternative for your needs, you can streamline proposal creation, improve client collaboration, and close deals faster.