Home/Proposal Software/Proposify vs EstimoUpdated on: March 28, 2024

Compare Proposify vs Estimo

92% The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read More Remove
75% The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read More Remove
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92% The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read More Remove
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Overview

Summary

Proposify is a proposal software that helps its users to create, send, track, and e-sign the winning proposals, agreements, and contracts. The software aims to simplify the process of users and hence put their teams on a straight path to sales success. Users can create on-brand templates that are reused by the sales reps, leaving them to customize the details for the next big deal. One can store all the content that the sales reps need in a single location, enabling users to snap proposals together in minutes. The software provides its users with faster sign off that makes it easier for the prospects to buy using the legally binding order forms and the electronic signature tool. Proposify allows users to determine how the prospects are interacting with the proposals with details regarding the section they looked at and for how long, as these insights help the sales reps to know when to reach out to close the deal. ..show more

Estimo keeps all your sales data (clients, rate cards, products and proposals) in one place. Creating professional & profitable estimates now takes minutes, not hours. Avoid project resourcing issues through the clear tracking and visualization of project progress. Create, access, and edit proposals wherever you are from your computer, tablet or mobile. Graphical visualizations, notifications and live activity feed help you to stay on the ball with actions across your team. ..show more

Features

Access Control Defines application access to various users. Includes role-based system that controls options to be displayed to different users based on their role

Alert Notifications Alerts the user when predefined criteria is met

Approval Workflow Allows to route the documents to one or multiple people for seeking their approval

CRM Integration Automatically sends and receives the relevant information to the CRM Software that helps in time management

Collaborative Editing Invite individuals or team to co-edit the documents, pictures in real-time

Contact Management Organizing customer data in a centralized location and handling contact details, demographics, transactions, etc.

Customer Pipeline Helps to manage sales and business prospects and boosting them down the sales funnel

Customizable Branding This feature enables the customization of brand marketing to meet specific requirements and preferences.

Document Analytics Helps to know the complete insights of a document like who, when and how it is used.

Document Audit Trail Tracks the document signature history and timestamp for legal attestation

Document Library Central repository to manage your assets like Images, PDF files, etc.,

PDF Export Enables to export the document to PDF file for easy sharing

e-Signature Electronic Signatures help users to sign their digital documents remotely

TECHNICAL DETAILS

Access Monitoring

24/7 (Live rep)

Business Hours

Online

Contact Number/Address

Halifax, Canada

N/A

API

N/A

Deployment

SaaS/Web/Cloud

Mobile - Android

Mobile - iOS

Mobile - Windows

Mobile - BlackBerry

Installed - Windows

Installed - Mac

Customers

Individuals

Freelancers

Large Enterprises

Medium Business

Small Business

Pricing

Pricing Model

Free Trial

Freemium

One-time license

Open-source

Subscription

Quotation Based

Plans

Free
Free

Ideal for closing deals solo

Features

  • 5 Active Documents
  • 1 User
  • Interactive Quoting
  • Notifications
  • Content Library
  • Proposal Analytics
  • Electronic Signatures
  • Stripe Payments
Team Plan
$49 /User/Month

billed Quarterly or Yearly

Great for small or growing sales teams.

Features

  • Includes features of Free plan, plus
  • Unlimited Documents
  • Standard Integrations
  • Custom Fields & Variables
  • Client Input Forms
  • PDF Downloads
  • White Labelling
  • Chat Support
Business Plan
$590 /Month

billed Yearly

Perfect for teams of 10 or more.

Features

  • Includes features of Team plan, plus
  • 10 Users Included
  • Salesforce Integration
  • Approval Workflow
  • User Roles & Permissions
  • Unassigned Signatures
  • Premium Support
  • Onboarding Services

Note : Additional onboarding fee to be charged in the first year.

View Price Page
Starter
Others

£15 per month billed monthly or £13 per month billed annually

Features

  • Up to 3 users
  • Proposal Builder
  • Budget Tracker
  • Estimate Anywhere
  • Easy Management
Growing Teams
Others

£45 per month billed monthly or £39 per month billed annually

Features

  • 10 users
  • Proposal Builder
  • Budget Tracker
  • Estimate Anywhere
  • Easy Management
View Price Page

SCREENSHOTS

Proposify Screenshots
Estimo Screenshots
View 1 screenshot(s)

INTEGRATIONS

  • Intercom
  • Olark
  • Basecamp
  • Harvest
  • Stripe Payments
  • HubSpot CRM
  • Salesforce
  • Quickbooks
  • Pipedrive CRM
  • Zapier
  • Freshbooks
  • Xero
    NA

ALTERNATIVES

Top alternatives to Proposify

Bidsketch
Bidsketch
Qwilr
Qwilr
DocuSign
DocuSign
Better Proposals
Better Proposals
PandaDoc
PandaDoc

Top alternatives to Estimo

PandaDoc
PandaDoc
Proposify
Proposify
Ideagen Huddle
Ideagen Huddle
Qwilr
Qwilr
Bidsketch
Bidsketch