The software is good but the people with Proposify are GREAT. Having multiple types of proposals for different types of clients.

Little issues of moving the pricing tables and images, sometimes they are embedded, sometimes not. It depends and is frustrating.

Easily to modify and build your proposal template, and easy to maintain it to deliver to your customers.

Integrating with our CRM was as easy as a few mouse clicks. Clients love being able to review and sign proposals online, and I love the notifications and analytics behind the proposals.

Love it , and I truly believe it’s worth the price I pay.

Beautiful looking proposals, easy to use templates and libraries, very impressive for clients and it looks great when printed out too.

It helped us to create high quality proposal template which are so easy to deploy to new clients. We especially love the integrations with Hubspot CRM and Fresh books.

Glitchiest software we have EVER used. Trying to format is horrible.

The worst experience was when I lost hours worth of work for a big proposal (and it didn't autosave), making for a sleepless night.

Even better is the seemless integrations with Harvest, creating an invoice from a proposal when it is signed, and importing contacts from Harvest. This automated approach is saving me a bunch of time.

Easy to use, beautiful software and amazing customer support.

If you take everything mentioned above and add a sweet integration with Zapier it makes me a happy business owner.

Very poor quality product, Poor integrations, Poor proposal layouts that are inconsistent.

Such a great product with such great potential and such shortsighted execution.

Missing a subtotal line which we have asked for.

Great platform, really user-friendly, and the customer support is fantastic.

From reluctant adopter, I now love using this tool and am excited to continue to learn more about it.

Love the ability to save snippets to reuse later. Videos in proposals are a game changer.

It's great to see a SaaS product backed up by brilliant and quick customer support. This is so rare these days.

It is also nice that you can track when someone has opened your email/proposal and how long they have viewed different sections, which greatly helps during sales follow-ups.

Customer support is awesome and so responsive. Every proposal we have turned out with Proposify has looked amazing and our conversion rate has increased 20.

Save time doing tedious tasks so you can get to doing what you do best.

We used Proposify for a very long time and it was really nice. The template were great it  was a very easy to use software.

Additionally link sharing and signatures are super simple and make the signature process awesome.

I've used this both in an agency setting and as an individual consultant to craft and send proposals. I truly do believe that a great proposal (both visually and written) helps to win business.

We are also interested to see that a lot of third party integrations can be done on this tool like adding in Zoho platform etc.

It also lets us give options in the proposal for the client to pick things like # of years of licensing or change the amount of deliverables to get the final price they need.

Instead I've inherited a new set of problems created by Proposify that is far worse.

Pricey but looks like it is worth it. A free trial experience helps in knowing if it works for you.

The editor in the tool can also be a pain to work with - it's very clunky in parts and adding simple tables can be an infuriating experience.

We love being able to create beautiful, visually compelling proposals quickly from content that we have banked.

Honestly can't praise Proposify enough. The webapp runs really well, is very intuitive and straight forward.

Ease of use and going in the right direction for someone that runs multiple businesses.

Creating standard documents by filling a form is an excellent way to simplify document productions. But simplydocs shines because the api generation feature.

When you start using it, it is difficult to know what you can or have to do.

Not much for documentation. There's no guide to use or follow.

Even though it took a little while to set up, DocsCloud's customer service is amazing.

We've checked many online tools for custom doc generation but none of them have all the features as available in the SimplyDocs. It's most form builder and rich text editor is what my team liked most.

When I first started using it, I found the interface to be confusing, and I wasn't able to import PDFs.

The DocsExtractor and Fillable PDF have some costs. And I don't like the captcha to login - very cumbersome.

This is a great tool for streamlining the user submission (and entry) of various forms for your particular business needs.

Loves the ease of use and flexibility , yet the power of doing complex documents using the Simply Docs powerful API. We use it to generate customer agreements and works really well.

This is a must for any business, what ever its size, but for an entrepreneur, it is a very useful tool as you have the opportunity to develop documents and forms that you may not have even considered.

It needs a little setting up - but that's to be expected - not a complaint - just an observation. No real complaints about things though.

A lot of powerful features, and allows me to integrate with a lot of things using its API. I can easily collect data from my clients.

Basically the ability to transform any data source into a template or a PDF is really priceless.

We're very much happy as SimplyDocs is saving our team's time and efforts in generating the documents at scale and quite quick.

It helps me to standardized certain documents for my clients. It helps me to get a bunch of different forms/documents completed all at once.

A simple and elegant solution for document automation.

Awesome, the customer service team are amazing.

Ease of use, great potential to compete with the bigger apps.

SimplyDocs is the best tool to create the custom docs on-the-go.

Very easy to set up and integrate, the documents are easy to read and understand.

One of the best platform for Creating Documents.

Then, when it came up on appsumo and I read into the features, I purchased and tried all the features, just to find out that I was totally wrong about it.

This is a great tool for me to quickly turn out creative briefs, technical briefs, scopes of work, and proposals.

I like that it's so simple to figure out how it would fit with my own process needs.

The UX could use some work, its a little rough around the edges. And the 2FA requires me to click on images of busses EVERY time I log in, which is a little frustrating.

I like can also use this to share documents with other people by just uploading the document. The interface is very user-friendly and very easy to use.

The templates are sometimes difficult to format correctly and there is no way to apply pagination explicitly to the finished documents.

This easy to use platform gives you some great templates for a large variety of documents, saving you both time and money.

US Dollar

Proposify is the online proposal software that gives you the control and visibility you need to better manage your sales document process and double your close rates. Create, send, track, and close quotes, contracts, and proposals with confidence.

- Create impressive sales documents that stay brand-consistent and error-free.
- Receive valuable insights to  make timely engagements with prospects, scale your process, and accurately forecast.
- Deliver a seamless sign-off experience for your customers and prospects.
- Manage and organize all your sales documents from contracts and quotes to proposals and presentations.

Features include a flexible and user-friendly design editor, electronic signatures, CRM integrations, data-driven insights, interactive pricing, content management, approvals, and so much more.

Monthly and annual pricing is available.

LongDescription

Document Templates

Cataloging/Categorization

Status Tracking

Product Catalog

Customizable Reports

Document Storage

Proposal Generation

Access Controls/Permissions

Activity Tracking

Templates

Progress Tracking

Digital Signature

Contract/License Management

Pre-built Templates

Electronic Signature

Product Configurator

Automatic Formatting

Approval Process Control

Pipeline Management

Specialty Contracts

Customizable Fields

Collaboration Tools

Content Library

Sales Trend Analysis

Template Management

Process/Workflow Automation

Contact Management

Audit Trail

Version Control

Content Management

Price and Cost Calculations

Configurable Workflow

Real Time Data

Real-Time Notifications

Pricing Management

Workflow Management

Activity Dashboard

Alerts/Notifications

Reporting & Statistics

Knowledge Base Management

Reminders

Chat/Messaging

Customizable Templates

Document Review

For Sales Teams/Organizations

Document Automation

Discount Management

Customizable Branding

Reporting/Analytics

Quotes/Estimates

Drag & Drop

Team Collaboration

Third-Party Integrations

Document Management

RFP Creation

Search/Filter

Team Plan
$49.00

Great for growing sales teams. Billed quarterly or annually.
- Unlimited Documents
- Standard Integrations
- Custom Fields & Variables
- Client Input Forms
- PDF Downloads
- White Labelling
- Chat Support

Business Plan
$590.00

Perfect for teams of 10 or more. Billed annually.
- 10+ Users
- Salesforce Integration
- Approval Workflow
- User Roles & Permissions
- Unassigned Signatures
- Premium Support
- Onboarding Services

Email/Help Desk

FAQs/Forum

Knowledge Base

Chat

11-50

51-200

201-500

501-1000

Proposify

Live Online

Webinars

Documentation

Videos

DocsCloud is a web-based software platform that helps you create web forms, generate the filled documents from templates, manage & get the documents digitally signed, host the documents & extract the text from the documents & images.

DocsCloud helps you automate the various aspects of your routine documentation activities. The platform allows you to create & embed web forms, generate filled documents by mapping them with the forms or integrating them with the API/Plugins, perform end-to-end creation and management of digital signatures, perform the data extraction from documents and allow you to host your documents for easy access. 

DocsCloud covers wing to wing digitization of documents that are involved at various stages of the business cycle. The most significant advantage is that the users get all these capabilities under a platform. DocsCloud is a form builder + document generation + secure sharing + digital signature platform + OCR from documents. 

Conditional Logic

Data Import/Export

Text Editing

Forms Management

Multiple Format Support

Multiple Output Formats

Interaction Tracking

Batch Processing

Customizable Forms

Contract Drafting

Third Party Integrations

Document Generation

Users can start with a free basic account and upgrade based upon the requirement. 

Proposify vs DocsCloud

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Product Demo & Screenshots

Advisor Recommendations & User Awards

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