The Conga Alternative Built for Sales Teams.
Unlike Conga, Proposify makes it easy for sales teams to create, send, and track beautiful, on-brand proposals without relying on marketing, admins, or developers. From content locking to real-time analytics, Proposify puts you in the driver’s seat to close deals faster, with less hassle.
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Why Sales Teams Choose Proposify Over Conga.
Simpler and Faster Setup.
Proposify is easy for teams to adopt without outside help. Setup is fast, and users can start creating proposals right away. Unlike Conga, there is no need for Salesforce admins or complex configurations.
Built-In Approval Workflows.
Approval flows are included in Proposify and ready to use. Teams can route proposals through legal, finance, or leadership without coding or extra tools. Conga often requires custom logic or separate contract management systems.
One Platform From Draft to Deal.
Proposify brings creation, collaboration, approval, and signing into a single platform. Everything happens in one place, with one login. Conga separates these functions into multiple products that require integration and ongoing setup.
Conga vs. Proposify.
| Proposify | Conga | |
|---|---|---|
| Ease of Setup |
Fast onboarding, no devs needed. Sales teams are up and running in hours. |
Requires Salesforce admins, long setups, and ongoing IT support. |
| Platform Consolidation |
Build, approve, and sign proposals in one tool. No jumping between apps. |
Proposal steps live in separate tools like Composer, CLM, and Sign. |
| Approval Workflows |
Native multi-step approval flows, no integrations required. |
Requires custom logic or separate contract tools. |
| Engagement Visibility |
Offers detailed engagement analytics. |
Provides some tracking, but is less granular and often dependent on Salesforce reporting. |
| Brand and Content Control |
Templates lock layouts, pricing, and legal terms for brand-safe sending. |
Design controls depend on Salesforce setup and technical enforcement. |
| Customer Support Access |
Chat, onboarding, and help from real people, on every plan. |
Tiered support with extra costs depending on your configuration. |
“The ease of use and the ability to track proposals in process. We are able to quickly generate proposals that are easy for our clients to review and sign. The tracking aspects help us forecast wins. Saving time on proposal generation has kept our salespeople out of the office and in front of prospects more”
“With the library of content and the simple drag-and-drop nature of Proposify, I can quickly create a wide variety of documents and proposals that look extremely professional. It is simple to add a signature or initial field. I can knock out proposals in a minute that used to take 15 minutes.”
“Proposify has radically streamlined proposals for my company and we get proposals to our clients 10x faster. In addition, they look much more professional and have many tools to help make the proposals look great.”
Built-In Approval Workflows.
You can build approval flows directly inside Proposify without coding or buying separate modules. Whether legal, finance, or leadership needs to review proposals, everyone sees the right version at the right time. This keeps your internal process smooth and ensures nothing gets missed or delayed during the deal cycle.
Dedicated Support and Onboarding.
Proposify gives you fast, personal support on every plan. You get help with onboarding, templates, and setup from a team that knows how to keep deals moving. There is no long wait or extra fee to get answers. Our support is built to help you succeed, not just solve issues.
Seamless Integrations That Keep Your Sales Moving.
Skip the manual work and messy handoffs. Proposify integrates with popular CRMs, payment systems, and cloud storage platforms, like HubSpot, Salesforce, and Stripe, so your proposals fit right into your sales process. Reduce errors, eliminate double entry, and keep your team working from one source of truth. No code or workarounds required.
