Best 28 Proposify Alternatives For Your Business

Proposify is one of the most popular proposal software systems in use today. It can help you create proposals, track them, sign them with an e-signature and connect them to contracts or agreements. There are many other great alternatives for Proposify that might work better for your needs.

Best 28 Proposify Alternatives For Your Business

Proposify is one of the most popular proposal software systems in use today. It can help you create proposals, track them, sign them with an e-signature and connect them to contracts or agreements.

It can make amazing proposals for your needs. But it may not be the best option for your freelance business.

Many other great alternatives might work better for your needs. This article will explore 28 Proposify alternatives so you can find the perfect solution for your needs!

1. Bonsai

Bonsai is one of the best Proposify alternatives for freelancers, who know the importance of winning proposals. Bonsai makes it easy to create custom proposal templates and manage your projects from start to finish.

It allows you to create proposals, which are custom-built for the customer you’re working with.

Attach documents and add or delete sections as needed. You can also track time using their online timesheet tool so it applies directly to projects associated with Bonsai.

You can send your proposal without leaving Bonsai via email by simply clicking on the share button.

Bonsai is ideal for any size business because it’s a low-cost option without sacrificing functionality or ease of use!

2. PandaDoc

If you need to create and send more than one type of document, PandaDoc can be a great Proposify alternative. It works with contracts as well as proposals.

PandaDoc lets you create custom workflows for different types of documents to ensure your team is using them correctly and following compliance rules.

You can set up auto-reminders that will go out as you reach deadlines or milestones, keeping everyone on track with the project schedule.

You’ll be able to collaborate in real-time with PandaDoc so the whole team is always on the same page.

A great benefit of using a platform like this for your business, especially if you work remotely or have people outside the office who need to collaborate, is that it works anywhere. You can use any device and there’s an app for iOs and Android as well.

3. Zoho

Zoho has several useful tools that can help you with your business, not just proposals or contracts.

It’s one of the more comprehensive Proposify alternatives and it offers many features in its free version as well as premium options for those who need more than what is available out-of-the-box.

Zoho can handle marketing, invoicing, and accounting for your business so you’ll have all of the tools in one place to manage everything from contracts or proposals.

You can also find a full suite of apps that extends Zoho even further with options like chatbots, online surveys, chat programs, email management software, and more.

Zoho can be customized to suit your needs, which is why it’s one of the best Proposify alternatives for companies who need something more than what traditional proposals offer!

4. Better Proposals

Better Proposals is cloud-based proposal software that works for all types of businesses.

It can help you streamline your sales process and save time with the Automatic Designer, which allows you to create proposals automatically using data from previous projects or contracts.

The email marketing feature is useful because it keeps track of how many people open each proposal and where they go after, which can help you refine your sales process.

Better Proposals also integrates with other tools, like payment processing services so it’s a good way to keep everything in one place without having to switch from tool to tool.

5. Proposable

Proposable has several features that make it an attractive Proposify alternative. It combines the best of contract management and proposal software, letting you seamlessly switch between creating contracts or proposals.

The drag-and-drop interface is intuitive so even if you’re new to online document tools you won’t have any trouble working with Proposable.

There’s also the ability to create custom fields so you can include exactly what’s needed for your business, or change how information is displayed on the page based on specific customer needs.

This kind of customization, it’s an ideal solution for businesses who want their proposal software to reflect their brand.

And, you can add watermarks with your logo and contact information so it’s easy to identify who sent what. That way, if someone forwards the proposal or sends a copy of it to another department, everyone knows where it came from.

Proposable offers unlimited proposals for one monthly price and includes email marketing, so you can keep track of when proposals are sent and who they’re sent to.

6. Prospero

Prospero is a proposal and contract management software that goes beyond Proposify to streamline your entire sales process.

It enables you to make proposals quickly and easily, capturing data from existing projects or contracts so it’s easier than ever before to create winning documents.

With Prospero, you can share information across the organization because everything is accessible in one place.

Not only that, it can help you manage client relationships better by showing which clients are most profitable and giving insights into what’s working for specific customers.

You also get detailed analytics on your proposals so you can measure conversion rates of prospects to actual sales, along with revenue generated from each proposal created using Prospero.

It provides a complete picture of your entire sales process, which can help you make better business decisions in the future.

7. Qwilr

Qwilr is an alternative Proposify option that’s ideal for agencies and teams because it provides a way to create interactive quotes, proposals, and contracts.

You can even use this tool if you only need the occasional proposal created and there are templates included so there’s no need to start from scratch each time.

Qwilr lets you create a customized design for each document, going beyond simply filling in fields to including embedded content like Google Maps and calendars.

The interactive nature of Qwilr makes it easy for clients to pick which option works best for their business without sending back-and-forth emails or making multiple phone calls.

The simple editor makes it easy to create polished proposals quickly and with no extra tools needed. Plus, there are seamless integrations available so you can use Qwilr for other business needs like CRM or accounting software.

8. Rfpio

Rfpio is an alternative to Proposify that’s simple to use so you can create proposals for new business with ease. It has a drag-and-drop interface, making it easy for non-technical people to get up and running quickly.

There are also dozens of prebuilt templates available which makes creating winning RFP responses for common documents like bid requests and RFPs a breeze.

Rfp lets you upload files from any location so there’s no need to download items or create new versions in another document tool before uploading them here.

You can even combine multiple marketing materials, client reports, or other information into one proposal without losing the original formatting for each item.

9. GetAccept

GetAccept is an alternative to Proposify that’s specifically tailored for BtoB companies with complex sales cycles. It’s designed to make the selling process faster and more efficient by improving your workflow.

The software lets you create proposals in seconds, speeding up the time it takes to get new business while helping keep costs down.

It includes a variety of templates and is designed to work seamlessly with Microsoft Word, so you can start using it immediately without any training.

It also has built-in approval processes that let sales managers look over proposals before they go out, approving or suggesting changes for their reps while tracking all the documents sent through GetAccept in one place.

10. ClientPoint

ClientPoint has tools that allow you to produce proposals and more, making it a Proposify alternative for agencies. It offers proposal templates, document management, and the ability to archive proposals.

You can also integrate this tool with existing workflows like your CRM system so you have all information about your clients in one place. Plus, it has built-in email management to ensure messages are sent on time and notifications are received.

ClientPoint lets you create a content library with documents, brochures, and videos. You can access these items to build a proposal or presentation for prospective clients.

There are built-in editing tools so there’s no need to use another program before uploading the final version here.

There is also a drag-and-drop interface to make it easy to customize the design and include custom content, like calendars or Google Maps.

11. Loopio

Loopio is an alternative to Proposify that’s specifically designed for agencies and teams. It has a “smart” content library that allows you to customize how you store information and then organize it into question-and-answer pairs so your team can find what they need.

The Loopio platform comes with training and support, and you’ll have a “Success Manager” to provide ongoing support.

There is also an annual conference called Loopicon that can advance your knowledge even further. It also has integrations that let you pull information into your proposal from other places, like Salesforce or Google Drive.

12. ClickQuotient

ClickQuotient is online proposal software that’s designed for making proposals across the board, including to both small and large clients.

It doesn’t have a lot of bells and whistles but is simple to use so you can create polished documents quickly. It has 50 pre-built templates in 9 different categories, which makes it easy to find the right look for your proposal when there are no customizations needed.

It also integrates with Microsoft Office so you don’t have to download or upload files before giving them the final approval. Plus, all documents are backed up automatically so there is no risk of losing any data here.

13. AbleBits Proposal

AbleBits Proposal is a Proposify alternative that’s specifically designed for B2B salespeople. The software makes it easy to prepare and present effective proposals in two simple steps: add custom text and logos, then schedule the delivery of your proposal.

It has more than 1,000 customizable templates across 15 categories that you can use as-is or edit to fit your needs.

You can also share proposals with clients and coworkers directly from here without leaving this platform. Plus, there are no limits on the number of customers you manage here, unlike some other tools we’ll discuss later on.

14. FreshBooks

FreshBooks is a Proposify alternative that’s more focused on salespeople who rely on FreshBooks for invoicing and billing.

This tool has customizable templates specifically designed to work with the FreshBooks workflow, making it easy to create a proposal from within your account.

It also allows you to track proposals in real-time so everyone involved knows where things stand without having to manually check back later.

15. 17hats

17hats is another Proposify alternative that's more geared towards increasing your productivity. It also has a collaboration feature to allow multiple teammates to work on the same proposal at once.

Plus, it doesn’t require any downloads or installs and only takes 5 minutes to set up an account. You can then access all of your data and tools from anywhere you have Internet access--no matter what device you’re using.

16. Enloop

Enloop is a cloud-based platform specifically designed for creating proposals and business plans, with templates already included for everything from media releases and product summaries to technical reports.

It also boasts easy customization options so anyone can tailor these documents without outside help from their IT department.

It has a free account that limits storage space and features, but it’s enough to get started and there are no ongoing fees or usage limits. Plus, the basic account is ad-free and without any annoying popups.

17. Plutio

Plutio is yet another Proposify alternative that’s designed to save businesses time and money. It also integrates with Gmail, Google Drive, Dropbox, and Box so there are no file download or upload steps necessary.

All proposals can be branded to match your company’s style (it has over 1,000 templates to work with), and you can send customized PDF proposals without needing Adobe Reader installed on the recipient's computer.

18. Accelo

Accelo is another Proposify alternative that’s specifically designed for businesses with less than 100 employees, which makes it ideal for smaller startups or regional offices of larger companies.

It simplifies the workflow process by providing everything you need in one place - contact management, lead tracking, quotes and invoices, proposals, etc.

It also integrates with other popular apps like Zapier, Slack, QuickBooks, Mailchimp, Salesforce, and more to streamline your workflow even further.

19. Delivra Proposal Editor

Delivra is a Proposify alternative designed specifically for marketers. It has customizable templates that can be easily adjusted to match your company’s branding, plus it includes collaboration features that allow you and your teammates to work together on the go.

Plus, there are no limits on team size or storage capacity here so you can use Delivra as much as you want without worrying about overages.

There are also no file upload limits so you don’t have to worry about sending an email attachment because that takes up too much space in the message body.

20. DocSend

DocSend is another Proposify alternative that focuses exclusively on sales enablement with all the tools you need to help move deals forward from lead generation through closing.

DocSend documents are trackable as well as secure, with a built-in email tracking feature to see exactly who opened them and when they viewed your document.

This helps you close more deals by knowing which customers need extra attention or follow-up from sales reps.

21. Cloudingo

Cloudingo is a Proposify alternative designed specifically for cleaning up data in Salesforce, Gmail, and Quickbooks.

It’s a great tool for organizing your inbox, contacts list, and purchase history without having to manually enter any of that info into Quickbooks or the CRM of your choice.

It can even remove all those old, abandoned shopping carts from Mailchimp so you don’t have to go through and delete them one by one.

22. Hubdoc

Hubdoc is another Proposify alternative that has a simple goal: eliminate paper for good.

All of your documents can be stored on cloud servers, and there’s no limit to the size of the files you upload (1GB per file and 5 GB total). Plus, all attachments are encrypted with AES 256-bit encryption for security purposes.

In terms of usage restrictions, it does have a user limit based on your plan--but there are no file download or upload limits so you won’t have to worry about sending or receiving big data sets via email.

So if you want a cloud storage solution designed specifically for use cases, they’ve got you covered.

23. Projecturf

Projecturf is yet another Proposify alternative designed for marketers. It has customizable templates so you can easily create branded proposals, plus it integrates directly with several popular project management apps like Trello and Basecamp to streamline your workflow even further.

It’s also easy to use when you need to collaborate on the go via mobile device, which makes it ideal for remote teams spread out across different offices.

It also works well in G Suite (formerly Google Apps) environments but maybe less versatile in other types of business settings where Microsoft Outlook or Office 365 are more commonly used.

24. Amplifinity

Amplifinity is similar to many of the other options on this list in that it’s designed specifically for marketers.

It has customizable templates, integrates with popular social media and email marketing apps like MailChimp and Constant Contact, and allows you to share access to your proposals via email.

There are also reporting features so you can track site traffic and conversions, plus a built-in chat feature so you can connect directly with leads and close more deals without having to wait around on hold.

25. Outreach

Outreach is another Proposify alternative designed specifically for lead generation, though unlike some of the other solutions here it doesn’t have any proposal management tools.

However, it does integrate directly with Salesforce CRM so that users can easily connect with leads and keep track of outreach activities in one place.

It also has a built-in email tracking feature so you can see who opened your emails and when, plus there’s even a text message campaign creator for times when you need to reach out right away or deal with unresponsive leads.

26. SignNow

SignNow is an online notary service that lets users easily sign documents regardless of where they're located.

The service allows users to create customizable templates that integrate with several popular document storage services like Dropbox, Google Drive, Microsoft OneDrive, Box, and Egnyte.

Plus it supports electronic signatures in 40+ countries and 16 languages around the world--which makes it ideal for global businesses and teams.

27. PandaDoc

PandaDoc is another online notary service that allows its users to create customizable templates that can be shared via email or embedded on a webpage.

When combined with PandaDoc’s e-signature technology, you can easily collect signatures from your clients or partners without worrying about scanning documents or printing out stacks of paper.

28. HelloSign

HelloSign is the last Proposify alternative on this list designed for sales teams--in fact, its key features are all related to sales.

It integrates directly with Gmail and Outlook so users can send and sign documents in just a few clicks, plus it has an intuitive design that makes it easy to create new templates and customize existing ones. Plus there's even built-in reporting so you can track which docs get sent when and how often.

You also get advanced security features like data encryption and password protection options, especially as the number of stored documents increases. This makes HelloSign a great option for those who send and sign lots of important contracts, especially if your business uses Google Docs or Microsoft Office 365 as part of its workflow.

Conclusion

There are always other options for software tools that can help you create winning proposals. Making the right choice is based on your budget, current situation, and existing software needs.

One of these alternatives might be just what you need to streamline proposal creation while increasing productivity so you have more time for other business activities.

So take the time to look into these alternatives and see if any can help you win more business.