Proposify logo Proposify logo
  • Product
    • Product OverviewGet a complete view of Proposify's proposal management platform and capabilities.
    • Automate Your WorkflowsStreamline your document workflow with templates, AI, automation, and team collaboration tools.
    • Create and sendBuild beautiful, branded proposals and quotes with our intuitive drag-and-drop editor.
    • IntegrationsConnect Proposify seamlessly with your existing CRM and business tools.
    • Track and CloseMonitor proposal engagement and accelerate your sales cycle with real-time insights.
    • APIBuild custom integrations and extend Proposify's functionality with our developer resources.
  • Solutions
    • USE CASES
      • Proposals
      • Quotes
      • eSignatures
      • Contracts
    • INDUSTRIES
      • Consultants
      • Landscaping
      • Janitorial
      • Construction
      • See more >
    • ROLES
      • Sales
      • Marketing
      • Operations
    • How Fern Grew Revenue 200% with Proposify
      How Fern Grew Revenue 200% with Proposify
    • How Proposify Removed the Barriers to this Consulting Firm’s Growth
      How Proposify Removed the Barriers to this Consulting Firm’s Growth
    • How Proposify helped EverLine increase their close rates dramatically and tailor follow-ups for 59 franchises
      How Proposify helped EverLine increase their close rates dramatically and tailor follow-ups for 59 franchises
  • Templates
  • Pricing
  • Resources
    • LEARN
      • Case Studies
      • Demo Center
      • Webinars
      • Blog
      • Videos
      • Newsletter
      • See more >
    • SUPPORT
      • Knowledge base
      • Getting started guide
      • Product updates
      • Security
      • Professional Services
      • Contact support
    jinja
    Image{width=1200,height=945,url='https://5261428.fs1.hubspotusercontent-na1.net/hubfs/5261428/SOP%202026%20Email%20Header.png',altText='SOP 2026 Email Header',fileId=211860979856}

    State of Proposals 2026 Report

    We’ve dug deep into our data and extracted the information that sales and marketing leaders can use to make their proposals better and boost their business.

    Read more
  • Log in
  • Book a demo
  • Sign Up Free
  • Product
    • Product OverviewGet a complete view of Proposify's proposal management platform and capabilities.
    • Automate Your WorkflowsStreamline your document workflow with templates, AI, automation, and team collaboration tools.
    • Create and sendBuild beautiful, branded proposals and quotes with our intuitive drag-and-drop editor.
    • IntegrationsConnect Proposify seamlessly with your existing CRM and business tools.
    • Track and CloseMonitor proposal engagement and accelerate your sales cycle with real-time insights.
    • APIBuild custom integrations and extend Proposify's functionality with our developer resources.
  • Solutions
    • USE CASES
      • Proposals
      • Quotes
      • eSignatures
      • Contracts
    • INDUSTRIES
      • Consultants
      • Landscaping
      • Janitorial
      • Construction
      • See more >
    • ROLES
      • Sales
      • Marketing
      • Operations
  • Templates
  • Pricing
  • Resources
    • LEARN
      • Case Studies
      • Demo Center
      • Webinars
      • Blog
      • Videos
      • Newsletter
      • See more >
    • SUPPORT
      • Knowledge base
      • Getting started guide
      • Product updates
      • Security
      • Professional Services
      • Contact support
  • Log in
  • Book a demo
  • Sign Up Free
Proposify Blog
    • Sales
    • Proposals
    • Business
    • Tools
    • Product
    • Marketing
    • Newsletter
  • Tools
18 min read

10 Conga Composer Alternatives for Faster Quotes in 2026

Published: August 27, 2024
Updated: May 22, 2026
Michelle Lowery Michelle Lowery
  • Share
  • Share
  • Tweet
  • Copy

    Quick Summary

    Conga Composer is powerful, but it's not always the right fit. It lacks transparent pricing, has a steep learning curve, and offers limited design flexibility. Proposify, SAP CPQ, and Salesforce CPQ are three top Conga Composer alternatives in 2026. Proposify stands out for its ease of use, transparent pricing, and design flexibility, making it a strong choice for sales teams.

    When Conga Composer Isn't the Right Fit for Your Sales Team

    When you have a broad, customizable product line, being able to provide accurate quotes to prospects is critical. The process can be made easier and more accurate through automation with configure, price, quote (CPQ) software.

    Conga is a revenue lifecycle solution featuring contract lifecycle management (CLM) and document automation, as well as CPQ solutions. It's designed to help businesses streamline and automate their sales processes. It integrates with Salesforce, making it beneficial for organizations already using Salesforce as their CRM, and offers numerous other features.

    But you're here because you're searching for Conga alternatives, and we've done the research for you. To help decide which software to choose, take a look at these ten other options.

    Why Trust Us?

    Proposify has helped over 8000 sales teams, from startups to brands like Dell and Paradox, send better proposals and close deals faster.

    We live in this space every day, which means when we evaluate tools like Conga and its alternatives, we know what to look for and what actually matters to the reps doing the work.

    Why Look for Conga Alternatives?

    Teams move away from Conga for a few common reasons:

    • No transparent pricing, making it difficult to forecast total cost,
    • Heavy Salesforce admin dependency for setup and changes,
    • A steep learning curve that keeps reps defaulting to Word or Google Docs,
    • Limited design flexibility, and
    • Zero visibility into prospect engagement after you hit send.

    Top 10 Conga Composer Alternatives

    #

    Name

    Key Features

    Pricing

    Trial

    Rating

    1

    Proposify

    Document automation, contract management, interactive quoting software, electronic signatures, analytics

    Basic: $19/user/month, Team: $41/user/month, Business: Talk to Sales

    14-day free trial on the Basic and Team plans

    4.6/5

    2

    SAP CPQ

    Dynamic pricing, quote generation, integration with SAP systems

    Contact for pricing

    Yes – free trial available

    4.0/5

    3

    Salesforce CPQ

    CRM integration, guided selling, quote generation

    $200/user/month (annual contract)

    30‑day free

    4.2/5

    4

    DealHub

    Contract management, deal room, analytics and insights

    Contact for pricing

    No free Trial

    4.7/5

    5

    PandaDoc

    CPQ, document automation, real-time collaboration

    Personal: $10/month, Essentials: $19/month, Business: $49/month, Enterprise: Contact

    14-day

    4.7/5

    6

    Oracle CPQ

    Quote and proposal generation, workflow automation, integration capabilities

    Contact for pricing

    No direct standalone "CPQ trial"

    4.0/5

    7

    DocuSign CLM

    AI-powered analytics, automated workflows, centralized repository

    Contact for pricing

    DocuSign offers eSignature free trial/premium trial

    4.3/5

    8

    Nintex DocGen

    Microsoft Office integration, Salesforce native, error-free generation

    Contact for pricing

    30‑day free trial

    4.2/5

    9

    Windward Studios

    Template design flexibility, multi-source data integration, multiple output formats

    Flex pricing (per-page), PRO pricing (per-server)

    Free trial

    N/A

    10

    Formstack Documents

    Web-based templates, extensive integrations, automated delivery

    Documents: $83/month, Suite: $250/month, Enterprise: Contact

    14-day

    4.5/5

    1. Proposify

    Proposify is cloud-based proposal software that provides full control and visibility into the sales process. If you're looking for powerful software at a lower price, it offers many of the same features as Conga, such as document automation, contract management (though not a complete CLM), and e-signature features—and at a lower price than most Conga competitors.

    Proposify simplifies the proposal creation process with a user-friendly interface and an extensive set of features. It will allow your team to design professional-looking documents that impress prospects and close more deals.

    Key Features

    • Automation: Proposify integrates seamlessly with CRM platforms such as Salesforce, HubSpot, and Pipedrive, allowing reps to sync proposal data with their existing workflows. This integration tracks and records all prospect interactions, and automates proposal creation, making for an efficient and shortened sales cycle.
    • Contract Management: Proposify offers a consistent and repeatable contract management process. This is accomplished through customizable templates, a content library, standardized workflows and integrated approval processes. It ensures contracts are uniform in creation, execution and monitoring, which leads to greater efficiency and compliance, and mitigated risk.
    • Interactive Quoting Software: Proposify allows reps to create tailored quotes with dynamic pricing, ensuring accuracy and optimization for upsells. There's also a fee library, which links to interactive fee tables to automatically calculate prospects' pricing choices. This is especially helpful for sales of complex products and services.
    • Electronic Signatures: Proposify offers e-signature capability similar to Conga Sign, which enables reps to send proposals for signature and track their status in real-time. This eliminates the need for printing, scanning, and mailing documents, saving time and accelerating the sales cycle.
    • Analytics: Proposify allows you to track metrics such as how many proposals each rep sends. It also allows reps to see when a proposal is opened, and how much time a prospect spends on any one section. These detailed analytics provide insights into proposal performance, helping to improve future processes. This enables teams to make data-driven decisions and improve their close rates over time.

    Pricing

    At Proposify, we offer transparent, tiered pricing with three main plans:

    • Basic: $19/user/month (annual) - Up to 2 users, content library, e-signatures & payments
    • Team: $41/user/month (annual) - Adds integrations, custom fields, and 3 collaborator seats
    • Business: Talk to Sales - Starts at $3,900/year with premium onboarding and support. Includes approval workflows, SSO, and API access

    Trial

    14 days, no credit card required

    Rating

    4.6/5 based on 1,121 G2 reviews

    Best for

    B2B sales teams who want polished, trackable proposals

    Pros

    • Real-time proposal tracking that shows exactly how prospects engage
    • Detailed section-level analytics for clear visibility into proposal activity
    • Flexible, on-brand design for polished, non-generic proposals
    • Built-in signing and payments to speed up closing
    • Easy-to-use drag-and-drop builder for creating structured proposals
    • Responsive, human customer support when you need help

     

    Cons

    • Advanced CPQ is available on the Business plan only

    2. SAP CPQ

    SAP CPQ automates the configuration, pricing, and quoting process for businesses with complex product catalogs. It handles real-time pricing calculations across customer segments, including tiered and bundle models. SAP CPQ also integrates directly with SAP CRM and ERP systems for a more connected workflow.

    It's designed to enhance the efficiency of sales processes, particularly in environments where products have multiple configurations or where pricing needs to be dynamically calculated.

    Key Features

    • Dynamic Pricing: Provides advanced pricing capabilities, including real-time pricing calculations based on various factors such as customer segments, discounts, and promotions. Supports complex pricing models, including tiered pricing, bundle pricing, and volume discounts.
    • Quote Generation: Automates the generation of accurate and professional-looking quotes. Users can create and customize quote templates to ensure consistency and branding across all prospect-facing documents.
    • Integration: Integrates with other SAP systems, such as SAP CRM and SAP ERP, as well as with third-party CRM and ERP systems. This integration ensures that data flows between systems, helping to maintain accuracy and consistency.

    Pricing

    SAP CPQ doesn't publish pricing publicly.

    Trial

    A Free trial is available.

    Rating

    4.0/5 based on 75 G2 reviews

    Best for

    Enterprises already running the SAP ecosystem.

    Pros

    • Deep SAP integration
    • Advanced pricing engine
    • Complex catalog support
    • Connects quoting directly with downstream SAP billing processes

    Cons

    • High implementation cost
    • No public pricing
    • Not built for proposal design or engagement tracking

    3. SalesForce CPQ

    Salesforce CPQ helps companies automate the process of configuring products, pricing them accurately, and generating quotes.

    It integrates with Salesforce CRM, enabling sales teams to create customized quotes, apply discounts, manage approvals, and streamline the sales process.

    Key Features

    • Integration: Integrates with Salesforce CRM, providing a unified platform for managing the entire sales process from lead to close.
    • Guided Selling: Guides sales teams through the product selection process, ensuring they choose the right products and configurations based on prospect needs.
    • Quote Generation: Automates the creation of professional, branded quotes that can be quickly generated and sent to prospects, reducing the time to close deals.

    Pricing

    Salesforce CPQ pricing starts at $200/user/month and requires an annual contract.

    Trial

    Demo available via Salesforce AE

    Rating

    4.2/5 based on 1,413 G2 reviews

    Best for

    Teams already all-in on Salesforce

    Pros

    • Native Salesforce integration
    • Guided selling
    • Strong approval workflows
    • Connects quoting with billing and revenue tools

    Cons

    • Expensive on top of Salesforce license
    • CRM required
    • Not built for visual proposal creation

    4. DealHub

    DealHub is a sales engagement platform that streamlines the entire sales process by combining CPQ capabilities with sales playbooks, contract management, and analytics.

    It offers deal optimization and quote automation, with a focus on enhancing the sales process through data-driven insights. It also integrates with major CRM systems.

     

    Key Features

    • Contract Management: Includes contract management features that streamline the creation, approval, and tracking of contracts, ensuring compliance and reducing the time to close deals.
    • Deal Room: Offers a collaborative digital workspace where sales teams and prospects can interact, share documents and negotiate deals in real-time, enhancing communication and speeding up the sales cycle.
    • Analytics and Insights: Provides detailed analytics and insights into sales performance, helping businesses track key metrics, identify bottlenecks, and optimize their sales strategies.

    You'll also find several DealHub alternatives on the market.

    Pricing

    DealHub uses custom pricing models and doesn't disclose rates publicly.

    Trial

    No free trial available

    Rating

    4.7/5 based on 731 G2 reviews

    Best for

    Revenue ops teams wanting CPQ and CLM in one platform

    Pros

    • CPQ + CLM combo
    • Collaborative deal rooms
    • Pipeline analytics
    • Centralizes quote-to-cash processes for teams

    Cons

    • No public pricing available
    • May be overkill for smaller teams
    • Hard to maintain architecture documentation in complex setups

    5. PandaDoc

    PandaDoc is a document automation platform that streamlines the creation, management and eSignature of business documents, such as proposals, contracts and quotes. It offers customizable templates, real-time collaboration, and integration with various CRMs and payment gateways.

    Key Features

    • CPQ: Includes CPQ features, enabling sales teams to generate accurate quotes, configure products, and automate pricing directly within documents, streamlining the sales process.
    • Document Automation: Automates the creation of various business documents, such as proposals, contracts, and invoices, using customizable templates.
    • Real-Time Collaboration: Enables multiple users to collaborate on documents in real-time, allowing teams and prospects to work together on proposals and contracts.

    Pricing

    PandaDoc has four tiers:

    • Personal: $10/month - 5 agreements per month with basic e-sign features
    • Essentials: $19/month - Unlimited documents and signatures with tracking
    • Business: $49/month - Adds CRM integrations, custom branding, and deal rooms
    • Enterprise: Custom pricing - Includes CPQ, workflow automation, and advanced features

    Trial

    14 days on all paid plans

    Rating

    4.7/5 based on 2,779 G2 reviews

    Best for

    Startups and SMBs needing an affordable entry point

    Pros

    • Affordable platform
    • Auto-calculating pricing tables
    • Features a strong template system with reusable content blocks
    • Real-time collaboration and document tracking

    Cons

    • CPQ on Enterprise only
    • Weak design and engagement analytics
    • Limited image editing options

    6. Oracle CPQ

    Oracle CPQ is cloud-based software that helps businesses automate the process of configuring products, determining pricing and generating quotes.

    It streamlines complex sales processes, ensuring accuracy and efficiency from product selection to pricing and contract generation. It also integrates with Oracle's suite of enterprise applications.

    Key Features

    • Quote and Proposal Generation: Enables the automated creation of professional quotes and proposals, which can be customized and branded to meet specific prospect needs.
    • Workflow Automation: Supports the automation of approval processes, task assignments and notifications.
    • Integration Capabilities: Integrates with other Oracle applications, such as Oracle CRM and ERP, as well as with third-party systems.

    Pricing

    Oracle CPQ has no public pricing information.

    Trial

    Oracle CPQ only has a demo available

    Rating

    4.0/5 based on 260 G2 reviews

    Best for

    Large enterprises running Oracle infrastructure

    Pros

    • Strong Oracle ecosystem fit
    • Automated workflow approvals
    • Handles complex enterprise pricing
    • Flexible API options for custom integrations

    Cons

    • Not practical outside the Oracle stack,
    • No public pricing
    • High implementation complexity

    7. DocuSign CLM

    DocuSign CLM is a contract lifecycle management platform that automates the entire contract process from creation to renewal. It integrates with DocuSign's eSignature solution and offers AI-powered contract analytics, automated workflows, and a centralized repository for all agreements.

    Key Features

    • AI-Powered Analytics: Extract, analyze and report on key contract data points and legal topics with over 100 pre-trained AI models to reduce risk and improve contract discoverability.
    • Automated Workflows: Streamline contract creation, review, negotiation, and approval processes with customizable, no-code workflows that eliminate bottlenecks.
    • Centralized Repository: Store all contracts in a searchable, permission-controlled repository with automated alerts for renewals, obligations, and key milestones.

    Pricing

    DocuSign CLM doesn't publish specific pricing publicly.

    Trial

    Demo only

    Rating

    4.0/5 based on 260 G2 reviews

    Best for

    Legal teams managing high contract volume

    Pros

    • AI-powered contract analytics (100+ pre-trained models)
    • Automated no-code workflows
    • Centralized searchable contract repository
    • Integrates with DocuSign eSign

    Cons

    • Overkill for proposal-focused sales teams
    • No public pricing
    • Not designed for visual proposal creation or engagement tracking

    8. Nintex DocGen


    Nintex DocGen is a document generation solution that automatically creates data-driven documents from templates built in Microsoft Office. It integrates with Salesforce and other business systems to pull data and generate error-free contracts, proposals, and reports.

    Key Features

    • Microsoft Office Integration: Design templates directly in Word, Excel, or PowerPoint using familiar interfaces, with no need for specialized technical skills or training.
    • Salesforce Native: Pull data directly from Salesforce records to automatically generate documents, with seamless integration that keeps sales teams working within their CRM.
    • Error-Free Generation: Eliminate manual copy-paste errors by automatically populating templates with accurate, real-time data from connected business systems.

    Pricing

    Nintex DocGen doesn't disclose pricing publicly.

    Trial

    Only a demo is available

    Rating

    4.2/5 based on 1,311 G2 reviews

    Best for

    Salesforce users generating docs from Office templates

    Pros

    • Familiar Microsoft Office interface
    • No specialized training needed
    • Salesforce-native data pull
    • Eliminates manual copy-paste errors

    Cons

    • No visual proposal builder
    • No engagement analytics
    • Pricing not public

    9. Windward Studios

    Windward Studios provides document automation software that works within Microsoft Office applications.

    Users design templates in familiar Word, Excel, or PowerPoint environments, then automatically generate personalized documents by merging data from multiple sources with pixel-perfect output formatting.

    Key Features

    • Template Design Flexibility: Create sophisticated templates with conditional logic, charts, images, and complex formatting using standard Microsoft Office applications.
    • Multi-Source Data Integration: Combine data from multiple databases, APIs, and systems into single documents with advanced merge capabilities.
    • Multiple Output Formats: Generate pixel-perfect documents in over 18 formats including DOCX, XLSX, PPTX, PDF, and HTML with consistent formatting.

    Pricing

    Windward Studios offers two main pricing models:

    • Flex Pricing: Pay-per-page generated with monthly plans that include a certain number of pages, then additional per-page charges.
    • PRO Pricing: Fixed monthly fee per server with unlimited document and page generation on that server.

    Trial

    A 30-day free trial is available for those interested.

    Rating

    N/A

    Best for

    Developer teams building complex document generation workflows

    Pros

    • Supports multiple output formats (DOCX, XLSX, PDF, HTML, etc.)
    • Multi-source data integration
    • Highly flexible template design with conditional logic
    • Strong document automation capabilities

    Cons

    • Developer-heavy setup
    • Not for everyday sales reps
    • No engagement analytics

    10. Formstack Documents

    Formstack Documents (formerly WebMerge) is a document automation platform that generates PDFs and other file formats from web-based templates. It connects with popular apps and databases to automatically populate documents, streamlining workflows for contracts, invoices, and reports.

    Key Features

    • Web-Based Templates: Create and manage document templates through an intuitive web interface without requiring desktop software installations.
    • Extensive Integrations: Connect with hundreds of popular applications and databases to automatically trigger document generation from form submissions or data changes.
    • Automated Delivery: Route generated documents to specific recipients, cloud storage locations, or trigger additional workflows based on configurable rules and conditions.

    Pricing

    Formstack offers multiple pricing options for their document automation solution:

    • Documents: $83/month (billed annually) - 1 builder user, unlimited document senders, 50 document merges per month
    • Suite: $250/month (billed annually) - Access to Forms, Documents, and Sign together in a single plan with 3 builder users and unlimited document senders
    • Enterprise: Custom pricing - Create a custom package from their portfolio of products to best meet your organization's needs
    • Sign: Request demo pricing - eSignature and digital signature solution with 10 sign users and unlimited eSignatures

    Trial

    Formstack Documents offers a 14-day free trial, allowing B2B teams to test the full platform before committing.

    Rating

    4.5/5 based on 155 G2 reviews

    Best for

    Ops teams that need automated document delivery

    Pros

    • Extensive app integrations (hundreds of connectors)
    • Web-based templates
    • No desktop software needed
    • Automated document delivery with configurable routing rules

    Cons

    • Not built for interactive sales proposals
    • No engagement analytics
    • Limited design control

    How We Evaluated These Tools

    We kept the evaluation simple and focused on five criteria that actually move the needle:

    1. Core features (automation, CPQ, e-signatures, and analytics)
    2. Ease of use
    3. Pricing transparency
    4. Trial availability
    5. Integration depth

    Pricing transparency carries more weight than you might expect. If a vendor makes you sit through a discovery call just to find out what something costs, that tells you something about the experience waiting on the other side. G2 ratings reflect verified user reviews as of February 2026.

    Proposify vs. Conga

    Conga offers several revenue lifecycle solutions, but some Conga competitors offer more features in general. This is especially true of Proposify. Many of our capabilities surpass Conga's, and offer users more options and better functionality.

    • Design Flexibility: Proposify offers strong visual design capabilities with customizable templates, allowing users to create visually appealing proposals that reflect their brand identity. Conga doesn't offer the same level of design flexibility and aesthetics.
    • Ease of Use: Proposify is known for its ease of use and simplicity, making it ideal for reps who need to streamline the sales process without extensive training. Conga's features are more complex, requiring more complicated setup and training.
    • Pricing: Proposify is transparent with our pricing, publishing plan costs on our website, something Conga doesn't provide without first collecting your personal data.

    Get CPQ Features with Proposify

    Whether you're looking for an API, advanced reporting, or easy back-end setup, or you simply want an affordable Conga alternative, Proposify provides a wide range of essential features to automate your sales processes and efficiently drive growth.

    Schedule a demo today to learn how Proposify gives you end-to-end visibility into and control of your quoting process to help you close deals more quickly and efficiently.

    Sign up for your 14-day free trial; no credit card required

    FAQs Buyers Ask When Comparing Conga Composer Alternatives

    1. What's the Best Conga Composer Alternative for Salesforce and HubSpot Teams?

    If you're using either Salesforce or HubSpot but want a simpler way to manage proposals, Proposify is a strong option. It provides document automation, branded proposals, engagement tracking, and approvals in one place, while syncing cleanly with both CRMs so teams can move faster without rebuilding their workflows.

    2. Can I integrate Proposify with Salesforce or HubSpot?

    Yes, Proposify integrates with both Salesforce and HubSpot. With Salesforce, you get two-way data syncing that connects contacts, accounts, and opportunities directly to proposals.

    HubSpot works similarly. Reps can create and track proposals from within deals while syncing engagement data back to the timeline. Either way, your proposal activity stays connected to your existing workflow without any manual updating.

    3. Does Proposify integrate with other sales tools besides Salesforce and HubSpot?

    Yes. Proposify integrates with a broad set of CRM, communication, and workflow tools to keep proposal activity in sync with your systems.

    It supports connections to Stripe, Slack, and Zapier for automation and notifications. It also connects with Asana and Monday.com to keep project and proposal workflows connected.

    4. How Easily Can I Migrate My Conga Templates to Other Tools Like Proposify?

    Migrating your Conga templates to Proposify is straightforward. The platform supports Word and PDF imports, so you can bring over your existing documents without rebuilding them from scratch.

    5. What's the Difference Between CPQ Software and Proposal Software?

    CPQ software focuses on configuring products, calculating pricing, and generating accurate quotes. Proposal software goes further by combining pricing with branded content, engagement tracking, and approval workflows.

    Some Conga Composer alternatives, like Proposify, combine CPQ-style pricing tables with full proposal functionality in one platform.

    6. Can I Use a CPQ to Track When Prospects View My Proposals?

    Not all CPQ tools provide engagement tracking. However, with Proposify, you get clear visibility into how prospects interact with your proposals. real-time analytics that show when a proposal is opened, how long a prospect spends on each section, and when they return to review it. This helps you understand how prospects interact with your proposals.

    7. Is Proposify suitable for small sales teams or only enterprises?

    Proposify is built for sales teams of all sizes, from growing SMBs to larger mid-market organizations. If your team is handling large proposal volumes and needs a structured, repeatable process, Proposify is a practical fit regardless of team size.

     

    Michelle Lowery
    Michelle Lowery

    Michelle Lowery is a B2B and B2C writer and editor with more than 15 years of experience. She believes empathy is the key to high-performance content. Connect with her on LinkedIn:

    Subscribe via Email

    Related Posts

    Conga vs. DocuSign: An Objective Comparison
    Tools 11 min read March 12, 2026
    Conga vs. DocuSign: An Objective Comparison Quick Summary The right proposal tool can simplify your workflow, elevate how your brand shows up, and ultimately nail you a winning proposal …
    Read Post
    Conga Pricing Guide: Plans, Features, and Alternatives
    Tools 7 min read March 12, 2026
    Conga Pricing Guide: Plans, Features, and Alternatives Quick Summary Considering Conga as a viable quoting solution for your business? If you’re interested in what Conga has to offer, this guide covers …
    Read Post
    Proposify logo
    • Platform
      • Proposal Automation
      • Quoting
      • Contract Management
      • E-Signatures & Forms
      • Integrations
      • API
      • Security
      • Our Professional Services
    • Solutions
      • Sales
      • Marketing
      • IT/Operations
    • Compare
      • PandaDoc
      • DocuSign
      • Qwilr
      • Better Proposals
      • Conga
    • Resources
      • Blog
      • Templates
      • Webinars
      • Books & Guides
      • Knowledge Base
      • Status
      • AI Proposal Generator
    • Company
      • About
      • Diversity
      • Careers
      • Customers
    ©2026 Proposify Inc. All rights reserved.
    • Contact Us
    • Privacy Policy
    • Terms & Conditions
    • Status
    • LinkedIn
    • Facebook
    • Instagram

    Basic

    Start free trial

    Team

    Start free trial

    Business

    Book a demo

    Brand customization

    Unlimited templates

    All accounts allow unlimited templates.

    Content library

    Create and share templates, sections, and images that can be pulled into documents.

    Embed images & videos

    Images can be uploaded directly, videos can be embedded from external sources like YouTube, Vidyard, and Wistia

    Custom domain

    You can map your domain so prospects visit something like proposals.yourdomain.com and don't see "proposify" in the URL

    Content authoring

    Basic Team Business
    Online signatures

    All plans allow you to get documents legally e-signed

    Interactive quoting

    Allow prospects to alter the quantity or optional add-ons

    Client input forms

    Capture information from prospects by adding form inputs to your documents.

    Document Sends

    You can create unlimited documents but some plans limit how many you can send per month.

    info

    5 sends / mo

    Unlimited

    Unlimited

    Collaborator seats

    Collaborators are users who only have access to specific proposals, and can edit or approve, but not create or send.

    info

    1 collab seat included

    3 collab seats included

    5 collab seats included

    Visibility

    Basic Team Business
    Notifications & metrics

    Get notified by email and see when prospects are viewing your document.

    PDF export

    Generate a PDF from any document that matches the digital version.

    Reports

    Get a full exportable table of all your documents with filtering.

    Integrations & API

    Basic Team Business
    Payments

    Connect your Stripe account and get paid in full or partially when your proposal gets signed.

    Integrations

    Integrate with popular CRMs, invoicing, and project management tools.

    Automations

    Set up automations using pre-built connectors or customize using the workflow builder

    Single sign-on (SSO)

    Our SSO works with identity providers like Salesforce, Okta, and Azure

    Salesforce integration

    Use our managed package and optionally SSO so reps work right within Salesforce

    $9/user/mo

    Aspire integration

    Import contacts and field data from Aspire into documents in Proposify

    $9/user/mo

    Process & control

    Basic Team Business
    Custom fields & variables

    Create your own fields you can use internally that get replaced in custom variables within a document.

    Auto reminders

    You can automatically remind prospects who haven't yet opened your document in daily intervals.

    Roles & permissions

    Lock down what users can and can't do by role. Pages and individual page elements can be locked.

    Approval workflows

    Create conditions that if met will trigger an approval from a manager (by deal size and discount size).

    Workspaces

    Great for multi-unit businesses like franchises. Enables businesses to have completely separate instances that admins can manage.

    API Access

    Integrate with external systems, or enhance customization, our API provides the tools you need to succeed.

    Customer Success

    Basic Team Business
    Email & chat support

    Our team is here to provide their fabulous support Monday - Thursday 8 AM - 8 PM EST and on Fridays 8 AM - 4 PM EST.

    Phone & Zoom support

    Sometimes the written word isn't enough and our team will hop on a call to show you how to accomplish something in Proposify.

    Success manager

    Your own dedicated CSM who will onboard you and meet with you periodically to ensure you're getting maximum value from Proposify.

    info
    Premium integration support

    Our team of experts can perform advanced troubleshooting and even set up zaps and automations to get the job done.

    Custom template design

    Our in-house designers will design an on-brand, professional proposal template to your satisfaction.

    info
    Learn more Learn more Learn more

    Subscribe via email