Proposify
Proposify is cloud-based proposal software that empowers businesses by providing full control and visibility into the entire sales process. It also boasts many of the same features as CPQ software, often at a lower price.
With its user-friendly interface and extensive set of features, Proposify simplifies the proposal creation process, allowing users to design professional-looking documents that impress prospects and win deals.
Key Features
Drag-and-Drop Editor: Proposify's drag-and-drop editor makes it easy to create visually appealing proposals, even without design experience. Users can customize proposals to match their brand identity, or choose from a library full of customizable, pre-designed templates.
Content Library: In a centralized content library, Proposify users can save frequently used, pre-approved content, such as product or service descriptions, case studies, and testimonials. This streamlines the proposal creation process, ensuring consistency across all sales documents. That consistency also means standardized pricing and helps avoid rogue discounting by reps.
A fee library links to interactive fee tables, which automatically calculate pricing choices made by prospects. This is especially helpful in complex system and product sales.
Automation: Proposify integrates seamlessly with well-known CRM platforms, including HubSpot, Salesforce, and Pipedrive, allowing users to sync proposal data with their existing workflows. This integration ensures that all prospect interactions are tracked and recorded, and automates proposal creation, enhancing efficiency and speeding up the sales process.
Analytics: Proposify allows users to track metrics such as open rates and conversion rates, providing detailed analytics and insights into proposal performance. It also tracks how many proposals each sales representative sends, and how long prospects spend viewing proposals. This data enables teams to refine their proposal strategies and improve their close rates over time.
Electronic Signatures: Like DealHub, Proposify offers e-signature capabilities, enabling users 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 resources and increasing the likelihood of closing deals.
PandaDoc
PandaDoc is a digital document management platform designed to streamline the process of creating, approving, and signing documents online.
Key Features
Electronic Signatures: Similar to DealHub and Proposify, PandaDoc supports electronic signatures, allowing users to send documents for signature and track their status in real-time. This feature expedites the signing process and eliminates the need for printing and scanning.
Workflow Management: The platform supports custom workflow configurations to define approval processes and automate the progression of documents from drafting to signing.
Real-Time Tracking: Provides detailed insights into document status, including when documents are opened, viewed, and signed, allowing teams to follow up promptly.
GetAccept
GetAccept is a digital sales room platform designed to streamline and enhance the sales process through automated sales workflows, digital document signing, and video communication features.
While it's an alternative to DealHub, several GetAccept alternatives are also available.
Key Features
Video Communication: The platform integrates video messaging within the sales process, allowing sales reps to send personalized video greetings or explanations alongside proposals.
Automated Workflows: It automates reminders and follow-ups, reducing the administrative burden on sales teams and helping maintain momentum throughout the sales cycle.
Electronic Signatures: The software offers legally binding electronic signature functionality to expedite the approval and signing process of sales documents, contracts, and agreements.
Qwilr
Qwilr is a document automation platform designed to help businesses create modern, visually appealing proposals, quotes, and presentations.
It combines elements of design and automation to streamline the document creation process. You'll also find numerous Qwilr alternatives on the market.
Key Features
Web-Based Documents: Qwilr allows users to turn traditional documents like proposals and quotes into dynamic, web-based versions, incorporating interactive elements.
Interactive Quotes: The platform enables the creation of interactive and dynamic quotes where clients can select options, quantities, or variants, which can adjust the total price automatically.
Integration: Integrates with other tools such as CRM systems, payment gateways, and accounting software to facilitate a seamless workflow.
HubSpot Sales Hub
HubSpot Sales Hub is a comprehensive sales platform that focuses on streamlining sales processes and enhancing team performance through various features and automation.
It's part of the broader HubSpot CRM platform, which integrates marketing, sales, customer service, and content management.
Key Features
Sales Automation: Automates repetitive tasks like email follow-ups, task creation, and lead scoring, allowing sales teams to focus more on selling and less on manual processes.
Deals & Pipeline Management: Provides tools to manage deals, track stages, and visualize the sales pipeline to ensure opportunities are not missed and forecasts are accurate.
Reporting & Dashboards: Offers a range of customizable reports and dashboards that help teams measure performance, track sales activity, and make data-driven decisions.
SalesForce CPQ
Salesforce CPQ is a sales tool that automates the quoting process, which reduces errors and ensures that complex product and pricing rules are adhered to.
As part of the Salesforce Sales Cloud, it helps sales teams quickly and accurately generate quotes for orders.
Key Features
Product Configuration: Allows sales reps to configure products or services according to customer needs and business rules, ensuring compatibility and preventing configuration errors.
Pricing Guidance: Automates pricing and discounting rules, which helps sales teams apply discounts appropriately and configure special pricing to improve deal sizes and customer satisfaction.
Quote Generation: Enables the creation of professional, branded sales quotes that can be easily modified to meet customer requirements.
Oracle CPQ (formerly BigMachines)
Oracle CPQ is a cloud-based software application that helps organizations streamline the sales process from product selection and configuration to pricing and quoting.
Part of Oracle's broader suite of cloud applications, Oracle CPQ is designed to support intricate sales cycles, and is helpful to companies dealing with complex product offerings.
Key Features
Product Configuration: Oracle CPQ allows users to configure products or services with multiple options and variations, ensuring that configurations are valid based on predefined rules and conditions.
Price Management: The software handles complex pricing structures and discounting rules, automating calculations to ensure accuracy and compliance with pricing policies.
Quote Creation and Management: Oracle CPQ enables sales teams to generate detailed and accurate quotes, including product descriptions, configured prices, and associated documents.
SAP CPQ
SAP CPQ is a software solution that enables businesses to automate and streamline the sales process of customizing product offerings, setting prices, and generating quotes.
It is designed to help sales teams manage the complexities involved in selling configurable products, ensuring that they can provide accurate pricing and customized solutions.
Key Features
Product Configuration: SAP CPQ allows users to configure products with various options and specifications. The system ensures that all configurations are valid based on defined business rules.
Pricing Flexibility: The software manages complex pricing structures and can handle various pricing scenarios including volume discounts, promotional offers, and regional pricing differences.
Quote Generation and Management: Enables the creation of detailed, professional quotes that can be easily adjusted as negotiations progress. Quotes can include comprehensive product descriptions, pricing breakdowns, and associated terms and conditions.
Proposify vs. DealHub
DealHub offers many features, but several DealHub competitors bring more of them. This is especially true of Proposify. Many of our capabilities surpass DealHub's, and offer users more options and better functionality.
Setup: While DealHub is generally easy to use on the front end, some customers find the back end confusing and difficult to use. Proposify is a simpler solution. It has a user-friendly back end, and is easy to set up and manage. This makes troubleshooting easier, which means your team spends less time setting up software and more time closing deals.
API: DealHub lacks an API, whereas Proposify launched a public API in April 2024. This makes it easier for developers to more deeply integrate Proposify with other business systems.
Reporting: As DealHub puts the majority of its focus on CPQ, its reporting features are lacking. In addition to offering many of the same features as CPQ software, Proposify offers detailed reporting to help your team track movement through the sales process and measure success.
Overall, Proposify makes things easier for your sales team, while offering broader integration capabilities.
Become a CPQ Pro with Proposify
Whether you're looking for easy back-end setup, an API, or advanced reporting, or you simply want an affordable, easy-to-use option, Proposify provides a wide range of features to automate your sales processes and drive growth with less effort.
Learn more about how Proposify gives you end-to-end visibility into and control of your quoting process to help you close deals more quickly and efficiently.
