Updates
March 6, 2025
Find the best Proposify alternatives to streamline your proposal process with top features, user-friendly interfaces, and competitive pricing.
Your proposals are more than just documents; they're a reflection of your brand and your commitment to your clients. If your current proposal software isn't helping you put your best foot forward, it's time to consider Proposify alternatives. This post explores the top options on the market, highlighting key features like interactive templates, personalized videos, and robust analytics. We'll also discuss pricing and user reviews to help you make an informed decision. Whether you're looking for a more visually appealing presentation, better collaboration tools, or a more streamlined workflow, this guide will help you find the perfect Proposify alternative to elevate your proposals and win more deals.
If you're searching for Proposify alternatives, you're likely seeking proposal software that better suits your needs. Perhaps you need more robust features, a simpler interface, or a more budget-friendly option. Exploring alternatives helps you find the perfect tool to streamline your sales process and close deals faster. Some platforms excel in user experience, while others prioritize automation or specific integrations.
When evaluating Proposify alternatives, consider factors like team size, proposal complexity, and your budget. Think about what your current process lacks. Do you need better tracking and analytics? More customizable templates? Seamless integration with your existing CRM? Identifying your pain points will guide you toward the right solution. For example, if you're a freelancer, a platform like Bonsai, designed for independent professionals, might be a great fit. If you're on a larger sales team, you might prioritize features like collaboration tools and advanced analytics.
This exploration of alternatives will help you discover the ideal platform to create impressive, effective proposals. We'll cover popular choices, like Better Proposals, known for its user-friendly interface, and Qwilr, which offers interactive templates and robust integrations. We'll also look at options like PandaDoc for document automation and GetAccept for its video personalization features. And of course, we'll discuss how Breeze stacks up against the competition.
Looking for Proposify alternatives to create and manage winning proposals? You're in the right place. This detailed comparison covers key features and pricing to help you find the perfect fit for your business.
Breeze is a cloud-based platform designed to streamline the entire proposal process, from creation to signing. It uses generative AI to automate responses, ensuring quick turnaround times and consistent messaging. Breeze integrates seamlessly with popular CRM and sales tools, and its intuitive interface makes proposal creation a breeze. It's a strong option for small and medium-sized businesses looking for a cost-effective solution to manage RFPs, RFIs, security questionnaires, and other business documents. Want to see it in action? Book a demo to learn more. You can also check out our blog and podcast for more information.
Better Proposals emphasizes ease of use with its intuitive editor, a key differentiator from Proposify's more complex system. With a library of over 250 proposal templates, Better Proposals offers significantly more options than Proposify. Mobile optimization ensures your proposals look great on any device, and its extensive feature set, including over 40 integrations, comes at a competitive price point. Learn more about how Better Proposals stacks up against the competition on their alternatives page.
Qwilr focuses on creating visually appealing, interactive proposals. Its time-saving features promise to cut proposal creation time by up to 75%, freeing up your team to focus on other tasks. Qwilr integrates with leading CRM platforms like HubSpot and Salesforce, and its robust analytics dashboard provides valuable insights into proposal performance. Learn more about Qwilr as a Proposify alternative.
PandaDoc is known for its powerful document automation capabilities, making it a top Proposify alternative for businesses aiming to streamline their proposal workflows. Its comprehensive features cover the entire document lifecycle, from creation and collaboration to e-signatures and tracking. Considered one of the best overall alternatives, PandaDoc is a solid choice for businesses seeking a robust and scalable solution. Explore PandaDoc's features and compare it to other options on G2.
Bonsai positions itself as the go-to proposal solution for freelancers, offering a comprehensive suite of features tailored to their needs. With a user base of over 200,000, Bonsai has proven its reliability in the market. Its integrations and focus on proposal management make it a strong contender for freelancers looking to simplify their processes. Check out Bonsai's blog post on Proposify alternatives for more details.
Looking at what users are saying about proposal software can offer valuable insights. Here’s a summary of the pros and cons reported for each Proposify alternative:
While user reviews for Breeze are still emerging, early adopters praise its streamlined interface and AI-powered features for automating responses within RFPs, RFIs, and security questionnaires. This focus makes Breeze particularly attractive to businesses seeking to improve response quality and consistency while saving time. To see how Breeze can transform your proposal process, book a demo. Learn more about the Breeze team and its mission on our About Us page.
Better Proposals positions itself as a user-friendly option. Reviewers frequently cite its intuitive editor as a major advantage, especially compared to Proposify's more complex system. Clients also seem to appreciate the polished presentations. However, the sheer volume of templates (over 250) can feel overwhelming to some users.
Qwilr emphasizes its interactive templates and boasts a potential 75% reduction in proposal creation time. Users appreciate the integrations with popular CRMs like HubSpot and Salesforce, along with the built-in analytics. The main drawback appears to be the pricing structure, which may not be ideal for smaller teams or freelancers.
PandaDoc is known for its robust document automation features. Users highlight its comprehensive functionality, including e-signatures and CRM integrations, as key benefits. However, be prepared for a bit of a learning curve to master all the platform's features.
Bonsai is popular with freelancers, thanks to its tailored features and flexible pricing. With a large user base of over 200,000, Bonsai clearly resonates with this segment. However, its focus on freelancers might make it less suitable for larger teams needing more extensive collaboration features. For more insights on proposal software and other business topics, check out the Breeze blog and podcast.
Finding the right proposal software means understanding which features will truly benefit your workflow. Let's break down the key features to look for when considering a Proposify alternative.
A clean, intuitive interface is crucial for creating proposals efficiently. No one wants to wrestle with clunky software. Look for a platform that offers drag-and-drop functionality, clear navigation, and an editor that feels natural to use. Some platforms, like Better Proposals, prioritize simplicity, while others can feel overly complex. A user-friendly design can significantly reduce the time it takes to create and send proposals, freeing you up to focus on other tasks.
Having a library of professionally designed templates can be a game-changer. Customizable templates give you a solid starting point and allow you to tailor the content, branding, and overall look to match your specific needs. This ensures brand consistency across all your proposals and saves you the hassle of starting from scratch every time. Look for templates that offer flexibility with formatting, images, and content blocks.
Built-in e-signature functionality is essential for streamlining the approval process. The ability to collect electronic signatures directly within the platform eliminates printing, scanning, and chasing down signatures, significantly speeding up the closing process. This feature also enhances security and provides a clear audit trail.
Seamless integrations with your existing tools are key for a smooth workflow. Consider which platforms you currently use, such as your CRM, payment gateways, and project management software. A proposal tool that integrates with your tech stack, like Better Proposals with its 40+ integrations, can automate data transfer and eliminate manual entry, saving you time and reducing errors.
Understanding how clients interact with your proposals is invaluable. Robust analytics offer insights into proposal views, time spent on each section, and other engagement metrics. This data helps you identify areas for improvement, refine your messaging, and ultimately increase your close rates. Look for platforms that offer clear, easy-to-understand reports.
Automation can significantly streamline your proposal process. Features like automated reminders, follow-up emails, and proposal status updates free up your time and ensure nothing falls through the cracks. Many tools offer these automated workflows and integrate with popular CRMs, further enhancing efficiency.
Creating proposals often involves teamwork. Look for platforms that offer collaboration features, such as real-time co-editing, commenting, and version control. These tools facilitate seamless communication and ensure everyone is on the same page, leading to a more polished and effective final product. Streamlined communication is key for efficient proposal management.
Finding the right proposal software can feel overwhelming. There are so many options, and choosing one that truly fits your business is crucial. This section breaks down four key areas to consider when evaluating Proposify alternatives.
Start by honestly assessing your current proposal process and where you see your business headed. Are you a small business using outdated software? Or are you a rapidly growing company anticipating a higher volume of proposals? Investing in the right resources for proposal management is key for small businesses to stay competitive, as highlighted in this article on common tech challenges. Think about features you absolutely need now versus those that might be helpful later. Choosing software that can scale with you will prevent you from switching platforms later.
Different industries have different requirements. For example, if you're in a highly regulated industry, you might need specific compliance features. Or, if your proposals involve complex pricing, robust CPQ functionality might be essential. Resources like this overview of Proposify alternatives can offer insights into which software excels in specific areas, like RFP responses. Take the time to research which features are must-haves for your industry.
Pricing is always a consideration. While some platforms offer a wide range of features, they can be expensive. Others, like Better Proposals, focus on providing excellent value, particularly for businesses sending fewer proposals. Determine your budget and look for software that offers the best balance of features and affordability. Don't overspend on features you won't use.
The best software is useless if your team can't use it. Prioritize a user-friendly interface and intuitive design. A platform with a steep learning curve can lead to frustration. Look for free trials or demos to get a feel for the software. Some platforms, like Better Proposals, are known for their simple editors, which can be a significant advantage for teams who want to create professional proposals quickly. Consider your team's technical skills and choose a platform that matches their abilities.
Let’s talk pricing—a major factor when choosing new software. Proposify offers tiered pricing, with plans like Basic at $35/user/month, Team at $49/user/month, and Business at $65/user/month. However, the entry-level Basic plan has limitations. It only allows two users and five document opens per month, with no integrations available. This can be restrictive for larger teams or businesses that send numerous proposals.
For a budget-friendly option, consider Better Proposals. Their starting plan is $19/month for up to 50 documents, undercutting Proposify and offering a higher document allowance. PandaDoc is another strong contender. Their starting price is comparable to Proposify, at $35 per user per month, but includes helpful features like document automation. This can boost team productivity and streamline workflows.
Breeze also offers competitive pricing and robust features. Explore our pricing plans to see how we compare. We encourage you to compare the value each platform offers, considering needed features, the number of users, and your typical proposal volume. Finding the right balance between cost and functionality is key. To learn more about how Breeze simplifies proposals and streamlines your process, book a demo. We’re happy to answer questions and show you how Breeze can work for your business.
Switching proposal software can feel like a big undertaking. But with the right approach, moving from Proposify to a new solution can be smooth and efficient. This section offers actionable tips and strategies for data migration and team training to make your transition seamless.
Migrating your proposal data doesn't have to be a headache. Start by taking stock of your existing Proposify data. What templates, content, and client information do you need to bring over? Many small businesses find themselves wrestling with outdated software and inefficient processes. Investing in the right resources for proposal management is key to a successful transition. Proposal management software can streamline your entire proposal lifecycle, improve team collaboration, and help you stay on top of deadlines.
Once you have a clear picture of your data, look at your new platform’s import features. Many proposal software options, like Breeze, offer seamless import options, allowing you to quickly transfer your existing proposals, templates, and client data. If your chosen platform doesn’t have direct import capabilities, consider exporting your Proposify data into a common format like CSV and then importing it into the new system.
Getting your team up to speed on new software is crucial for a successful transition. Start by identifying your team's learning styles and preferences. Some team members might prefer hands-on training, while others might learn best through video tutorials or documentation. Consider offering a mix of training methods to cater to everyone's needs. Establishing clear communication channels is essential for effective proposal management. This could include regular team meetings, online collaboration platforms, or project management tools. The strategic use of technology, like project management software and CRMs, combined with thoughtful planning, can help businesses overcome these challenges and maintain efficiency.
Next, develop a training plan that covers the essential features of your new proposal software. Focus on the key functionalities your team will use daily, such as creating and sending proposals, tracking progress, and managing client communication. Don't forget to highlight how the new software addresses any pain points experienced with Proposify. Finally, provide ongoing support and resources to help your team continue learning and mastering the new platform. Consider creating a knowledge base, offering regular Q&A sessions, or appointing a software champion within the team to provide peer-to-peer support. With a well-executed training plan, your team can quickly adopt the new software and maximize its benefits.
Looking for ways to save on proposal software? Many providers offer various promotions and discounts throughout the year. It's worth checking directly with each company for their latest deals. You might find special introductory pricing, seasonal discounts, or even bundles that combine features at a reduced cost. Since pricing structures can vary—like Proposify's tiered plans starting at $35/user/month for their Basic plan (with a two-user minimum) as highlighted in this Proposify alternative review—finding the right deal can make a real difference to your budget. Keep an eye out for limited-time offers, especially if you're ready to switch. Book a demo with Breeze to discuss current pricing and any available discounts. Often, exploring alternatives not only helps you find a better product but also significant savings. Don't hesitate to reach out to the sales teams; they're usually happy to discuss options.
Finding the right Proposify alternative means thinking about your specific needs and what each platform offers. Here’s a breakdown of key factors to consider:
First, user experience and ease of use are critical. A clunky interface can slow you down, so look for a platform with an intuitive editor that simplifies proposal creation. Better Proposals is known for its user-friendly design, which can be a significant advantage.
Template variety is another important consideration. If you need a wide selection of templates to create tailored proposals quickly, explore platforms with extensive template libraries. Better Proposals, for example, offers over 250 templates. Having a robust library can save you time and effort.
Don't forget about mobile optimization. Proposals need to look good on any device. Make sure your chosen platform ensures your documents are appealing and readable on smaller screens.
Integration capabilities can significantly streamline your workflow. Think about the tools you already use and choose a platform that integrates seamlessly with them. Consider how many integrations are available—some platforms offer a wider range of connections than others.
Cost-effectiveness is always a factor. Evaluate pricing plans carefully and consider the value you're getting. Look for options that offer flexible pricing to match your budget and usage.
Finally, consider your specific use cases. If you're a freelancer, for instance, a platform like Bonsai might be a better fit due to its tailored features. For businesses seeking interactive templates and robust analytics, Qwilr is known for its engaging proposal experiences. And if you're looking for a platform that streamlines RFP responses and leverages AI, check out Breeze. We offer powerful features to automate responses and improve proposal quality. You can book a demo to see how Breeze can transform your proposal process.
Is Breeze a good alternative to Proposify for small businesses?
Breeze is an excellent option for small and medium-sized businesses looking for a streamlined, cost-effective way to manage proposals, RFPs, RFIs, and security questionnaires. Its AI-powered features automate responses, ensuring both speed and consistency, which can be a game-changer for smaller teams.
What are the key features to look for in a Proposify alternative?
Focus on features that align with your specific needs. A user-friendly interface, customizable templates, e-signature capabilities, integrations with your existing tools, analytics and tracking, and automated workflows are all valuable features to consider. If you work collaboratively, built-in collaboration tools are also essential.
How do I transition from Proposify to a new proposal software?
Start by assessing your existing data and identifying what needs to be migrated. Then, explore the import features of your new platform. Many offer seamless data transfer options. For team training, consider a mix of approaches, like hands-on sessions and video tutorials, to get everyone up to speed quickly.
What if my proposals require complex pricing structures?
If your proposals involve intricate pricing, look for a platform with robust CPQ (Configure, Price, Quote) functionality. This will allow you to easily manage complex product configurations, pricing rules, and automated quote generation. Not all proposal software offers this, so research carefully.
How can I find current promotions or discounts on proposal software?
Check directly with the software providers. Many offer introductory pricing, seasonal discounts, or bundled deals. Don't hesitate to contact their sales teams to discuss options and negotiate the best possible price. Comparing pricing across different platforms is always a good idea.
Sign up for our monthly newsletter to get notified of
new resources on research and testing.
Breeze levels the playing field by giving small businesses access to
an enterprise-level platform at a much lower price.
