7 Best Proposify Alternatives in 2026 (Compared & Reviewed)

Are you looking for a Proposify alternative that brings you more than just creating proposals? You are just at the right place!

In this guide, I list the top 7 Proposify alternatives that allow proposal, quotation, and invoicing creation. You will also get advanced features in these tools that Proposify lacks. 

What is Proposify?

Proposify is a proposal and sales document-focused software that is built for businesses to streamline the documentation workflow process. It involves creating, sending, and tracking proposals, quotations, contracts, and agreements. 

Using this software, you can eradicate the boring and time-consuming manual proposal creation and getting signatures from high authorities. Proposify has customizable templates that you can tailor as per your branding. 

Besides, it stores reusable sections, pricing tables, images, and other content in one place. Therefore, teams don’t need to start from scratch each time.

Why Look For Proposify Alternatives?

❌Editing Difficulties 

Going through the review and personally using Proposify, I found some major editing difficulties. For instance, you may get into trouble while pasting content from other tools like Microsoft Word. This can make proposal creation feel clunky and time-consuming.

❌Limited Customization

Compared to Proposify alternatives, its customization features are way too basic. It offers you minimal deep design control and doesn’t have any niche-specific templates. 

❌Lacks Built-in Invoicing and Accounting Tools

Porposify doesn’t have built-in invoicing, recurring billing, or native accounting tools. It needs third-party integration to get these features. 

❌Limited Team Collaboration

It support max five team members on its highest tire which is much less compared to other Proposify alternatives. This makes it unsuitable for large sales teams or agencies that deal with multiple team members responsible for paperwork and other related essentials. 

❌High Cost

Beginner freelancers and small businesses often find Proposify expensive. Its lowest tier costs $29/month. In comparison, you will get better features in Proposify alternatives like Taskip, which has a starting rate of just $12/month.  

Quick Comparison Chart on Top 7 Proposify Alternatives

Platform	Quotation	Invoice	Proposal	E-sign	Tracking & Analysis	Free Plan	Starting Price
Proposify	✅	❌	✅	✅	✅	❌	$29/mo
Taskip	✅	✅	✅	✅	✅	✅	$12/mo
PandaDoc	✅	❌	✅	✅	✅	✅ (Limited)	$35/mo
Nusii	❌	❌	✅	✅	Limited	❌	$29/mo
Better Proposals	✅	❌	✅	✅	✅	❌	$19/mo
Qwilr	✅	❌	✅	✅	✅	❌	$39/user/mo
Conga Composer	✅	✅	✅	✅	✅	❌	Customized
GetAccept	✅	✅	✅	✅	✅	✅(Limited)	$15/mo

Best 7 Proposify Alternatives: Analysis of Features, Drawbacks, and Price 

1. Taskip

Taskip is an all-in-one client management software, much more than just a simple proposal tool like Proposify. With Taskip, you can generate quotations, proposals, and invoices in minutes with its pre-built templates. 

What standsout Taksip over Proposify is extended features at minimal pricing. Besides, it has a client portal where clients can track their projects and share files within the platform.

It is an excellent CRM, where you can centralize the whole procedure of your business from capturing leads, sharing quotations and proposals, tracking workflows, and billing. Thus, Taskip is absolutely the best Proposify alternative, which will serve you as an all-in-one business solution. 

Taskip Best Feature

• CRM (Client Relationship Management)

Taskip is a CRM software that has all the essential features required for client management. It has an intuitive client portal where clients have their own branded profile and can track their work progress. Moreover, you can generate and manage leads and convert them into clients. 

Image: Taskip client portal 

• Proposal

Taskip allows you to tailor each proposal to reflect your business identity by customizing fields such as company name, address, and issue date. You will get a variety of templates to pick the ideal one for your company. Moreover, it also offers you a feature to integrate your invoices into your proposals. 

Image: Taskip proposal builder 

• Quotation

You can quickly generate a quotation simply by adding a subject line, pricing, choosing the currency, and setting an expiration date. Besides, it offers you comprehensive insights and real-time status updates. You can see draft, sent, accepted, rejected, or closed, and thus remain up-to-date on the progress of your deals.

Image: Taskip quotation 

• Invoicing 

As a better Proposify alternative, Taksip has invoicing features that Proposify lacks. You can easily generate and send invoices just by following the same process as a quotation. Besides, the client invoicing SOP template that Taskip provides reduces errors, ensuring payment consistency.

Image: Taskip Invoicing

• E-signature 

Taskip features secure and legally binding e-signatures. Adding a signature is super easy. It offer syou three options to add your signature. These are as follows:

1. Upload file (under 20MB and 200px*200px)
2. Draw 
3. Type 

You can save your signature and use it anytime in your documents. 

Image: Taskip E-signature

• Documentation Sharing

Creating and sharing documents in PDFs is possible with Taskip. Moreover, you can decide who gets access. Here, you get options to add headings, bullet points, numbered lists, images, tables, and code blocks, which make your content more interactive.

Image: Taskip Documents

• Workflow Automation 

By setting custom tiggers you can automate your workflows with ease. From auto-replies to task management, streamlining processes is much more convenient with Taskip.

Furthermore, you can apply custom Conditions for advanced workflow automation. For instance, precise ‘If-Then’ conditions trigger your events with accuracy. Besides, Taskip also allows you to execute multiple actions in a single workflow.

Image: Taskip Workflow automation

• Billing & Payments 

Taskip integrates with payment processors like Stripe, PayPal, Mollie, Xendit, Razorpay, etc., and it doesn’t charges and transaction fees. You will get multiple currency support in Taskip. It additionally gives acces to VAT and Tax management features to all its paid plans. 

Taskip Pros

• Proposal, quotation, invoicing- all in a single platform
• Offers a complete CRM solution 
• E-signure 
• Extended team collaboration; the highest tier support unlimited users 
• Advanced considitonal based workflow automation 
• Extensive third-party integration 
• Affordable and transparent pricing 

Taskip Pricing 

Taskip offers four paid plans along with its free Starter plan, which comes $0 forever. 

Image: Taskip Pricing

Ratings & Reviews  

Platform	Rating	User Feedback
G2	4.3/5	“As a freelance web developer, my day used to be a constant juggle between deep coding sessions and urgent client updates. Taskip has been a game-changer, streamlining my entire workflow. Now, monitoring project progress is effortless, allowing me to focus on what I do best without missing a beat. It truly feels like I’ve gained an extra set of hands to manage the administrative side of my business!” SUBRATA S.
Trustpilot	3.7/5	“Fantastic, I’m using this software last 8 month and this is awesome. Specially its invoicing system and from builder. I also like Project Management part. I love this and thanks.” – Nurul Amin

2. PandaDoc

PandaDoc centralizes the sales and client-facing documents by combining document creation, proposal building, electronic signature, and payment processing. 

Here you can build proposals from content library templates, collect signatures on quotes and contracts, and process payments directly from signed documents. This way, creating and managing documents is easy with PandaDoc.

PandaDoc Best Feature

• Automatic document generation 
• Streamline workflow 
• Tracking and analytics 
• Drag-and-drop editor
• Legally binding eSignatures:
• Multiple team members

PandaDoc Limitations

• Performance Issues with Large Documents
• No built-in comment/chat negotiation
• Expensive pricing

To learn more about PandaDoc limitations and alternatives, read this: Top 8 Best PandaDoc Alternatives to Streamline Documents Faster 

PandaDoc Pricing 

Image: Pandadoc Pricing 

Ratings & Reviews  

Platform	Rating	User Feedback
G2	4.7/5	“As a small company with 21 employees, we can’t afford to waste time learning overly complex software or paying for features we’ll never use. PandaDoc’s balance of usability and functionality fits us perfectly. Anytime we’ve run into questions—whether about templates, integrations, or billing—the PandaDoc support team has been responsive, knowledgeable, and genuinely committed to helping us succeed” Jamie B.
Trustpilot	3.0/5	“We have only been using PandaDoc for a few months now and it has completely made the way we do thing better and more professional. But it has also made our customers journey 100% better as well.” Bethany Velosa

3. Nusii

If your only focus is on the proposal feature, Nusii is the right Proposify alternative you can switch to. This tool helps you create, send, track, and get proposals signed online. As a result, you don’t need complex CRM or enterprise sales tools to manage documentation. 

With Nusii, you can create professional proposals, add pricing tables, track when clients open proposals, and collect electronic signatures. This way, Nusii streamlines the entire proposal creation, sending, and confirmation. 

Nusii Best Feature

• Clean and user-friendly interference 
• Interactive pricing tables
• Customizable templates
• Built‑In E‑Signatures
• Client tracking & notifications
• In-sight tracking
• On‑brand customization

Nusii Limitations

• Limits to proposals only; no quotation or invoicing 
• No automatic exchange rate or multi-currency bulk quoting
• Basic workflow; not advanced 

Nusii Pricing 

Image: Nusii Pricing 

Ratings & Reviews  

Platform	Rating	User Feedback
G2	4.5/5	“Nusii has made a big difference to our business. In the rush to get orders, we previously didn’t always have a signed formal proposal – not good. Nusii has made it easy for us to always have at least a standard proposal ready to send. The saved templates and copy last proposal remove any excuse for not sending a proposal quickly. And the central place to list them, see if they are opened and track them really helps too.”Michael G.
GetApp	4.8/5	“Most importantly, our clients are giving us great feedback on the look of our proposals and we’re closing deals with ease. We’re very happy to have found Nusii and look forward to growing with it.” Trevor S.

4. Better Proposals

Better Proposals removes the hassle of creating proposals in Word, downloading them as PDFs, and sharing them as old-school attachments. Instead, you will get beautiful templates, where you can customize the design, color, and font to match your brand. And then send proposals to clients as a web link.

Moreover, you will get a notification of when the client opens it and see exactly what sections they’ve read, in what order, and for how long. 

The best feature of Better Proposals, however, is live chat. Your clients can add on options or ask you questions via live chat, and you can even make changes in real time! 

Better Proposals Best Feature

• Live chat within the proposal 
• Legally binding
• 100% customizable 
• Control and manage proposal access

Better Proposals Limitations

• No invoicing 
• Supports only one signature per proposal

Better Proposals Pricing 

Image: Better Proposals

Ratings & Reviews  

Platfrom	Rating	Real Review
G2	4.3/5	“It’s such an easy system to use. It’s great value for money and has completely changed the game for my business. It’s easily integrated with other softwares so has allowed me to automate a lot more than I could before. Highly recommend. It was so easy to create beautiful templates and start using right away!”Rebekah S.
Capterra	4.6/5	“I was lucky enough to purchase a lifetime license for Nusii so it was definitely worth the investment. Overall I love how easy it is to customize and create templates. Clients love how responsive they are on mobile devices and the ability to pay immediately.” – Anonymous User

5. Qwilr

Qwilr is a widely used tool for proposals and quotations. You can track proposals, quotes, and contracts at every stage. 

The analytics and notification features of Qwilr let you know when a buyer views, signs, pays, becomes engaged, or loses interest. Thus, you can keep a real-time update of your progress. Moreover, with QwilrPay, you can directly collect payments within your proposals and quotations. 

Qwilr Best Features

• 140+ professional proposal templates
• Automated proposal generation 
• Supports third-party integrations
• E-signs and agreements 
• Instant editing
• Real-Time Analytics

Qwilr Limitations

• Limited language support
• No built-in CRM
• Limited offline access

Qwilr Pricing 

Image: Qwilr pricing

Ratings & Reviews  

Platfrom	Rating	Real Review
G2	4.6/5	“I really like how fast and easy it is to build polished, professional-looking pages. The interactive blocks make everything feel modern and engaging, and clients find it intuitive to navigate and sign. Being able to turn complex documents into clean, consistent templates saves me a huge amount of time and makes our whole process feel more high-trust and streamlined.”Regan H.
Capterra	4.6/5	“I like that Qwilr creates engaging and flexible documents to fit my proposal needs. The program is very user-friendly and blends with my brand’s vision well.”– Benjamin S.

6. Conga Composer 

If you are looking for a robust Proposify alternative that is not limited to proposal creation but covers much broader aspects of revenue operations, Conga Composer is a strong option to consider. 

It lets you automatically generate polished, branded proposal documents by merging data from your CRM or CPQ quotes. You can include pricing, product details, terms, visuals, and company branding to make the proposal ready to share with clients.

Essentially, you use CPQ to generate accurate quotes, then Composer to turn those quotes into full proposals!

Conga Composer Best Feature

• Share documents as secure web links
• Create customizable professional-level documents
• Extensive template library
• Automated billing
• Analytical reporting and scheduling
• Data merging from CRM or ERP systems
• Workflow automation and approval routing
• Multi-format output: PDF, Word, Excel, PowerPoint

Conga Composer Limitations

• Salesforce-dependent for full functionality
• Pricing is not publicly published
• Steep learning curve
• Limited format and file size

Conga Composer Pricing

Image: conga pricing 

Ratings & Reviews

Platfrom	Rating	Real Review
G2	4.4/5	“I use Conga Composer for creating customized letters and documents in our Salesforce instance using merge fields. Composer makes it easy for users to send customized documents without having to type them up, which is a fantastic use of automation. Once it is set up, it is very easy for the user, and updating the templates is easy for the admin. Alos the technical assistance from their team has been wonderful.”Maureen C.
Capterra	4.4/5	“It satisfied our requirement for combining multiple documents into a single pdf.”– Tim C

7. GetAccept

GetAccept is an all‑in‑one sales engagement and digital sales room platform that streamlines the proposal‑to‑close process. With this tool, you can create proposals that include multimedia, pricing, and real‑time engagement tools for buyers. 

Here, you will also get a tracking and analytical feature that gives you an overview tab that provides key metrics about your room engagement. Thus, you can quickly identify your most and least engaged stakeholders, helping you focus your follow-up efforts effectively.

GetAccept Best Feature

• Interactive proposals & digital sales rooms
• Real-time engagement tracking
• Built-in e-signatures
• CRM integration
• Automated follow-ups & reminders
• Personalized sales content
• Analytics & reporting
• Secure digital sales rooms

GetAccept Limitations

• Dependence on CRM integration
• Learning curve for advanced features
  
• Pricing can be expensive for small teams
• Limited template customization

GetAccept Pricing 

Image: Get Accept

Ratings & Reviews

Platfrom	Rating	Real Review
G2	4.6/5	“I really appreciate having a dedicated support rep to help me get everything up and running. They were even able to help me to build the integration and automations with our CRM, making it easy to maintain accurate data. The software us super easy to use and I am able to figure much of it out on my own. Other products we reviewed seemed way too complicated to manage on our own.”Catie C.
Capterra	4.6/5	“Overall, we have been able to complete our jobs so much more successfully since the implementation of GetAccept. We are able to get documents from families in real time and get signatures immediately even though we are still working remotely. It has been so helpful that we are trying to determine how we can still utilize it when we go back to the “real world.”’Liz F.

Selecting the Right Proposify Alternative: Feature Consideration 

Identify the Features You Need Most

Before choosing a Proposify alternative, check which features matter most to your team. For example, consider features like –

• Proposal, quotation, and invoice creation
• Ready-to-use templates
• E-signatures
• Automation for follow-ups and reminders

User Friendliness & Speed

Some proposal tools can be slow or tricky to use, especially with large documents. Make sure the alternative you pick is easy to navigate for everyone on your team, even those with minimal technical knowledge.

Whitelabeling & Branding

Your Proposify alternative should allow whitelabeling so you can highlight your brand identity on proposals, invoices, and quotes. This ensures consistent, professional-looking documents every time.

Integration with Other Tools

The more third-party integrations a tool supports, like CRM systems, payment gateways, or marketing platforms, the more streamlined your workflow will be. Make sure the platform connects with the tools you already use.

Workflow Management & Automation

Automation features like automatic reminders, document generation, and approval workflows make managing your sales process faster and more efficient.

Pricing & Value

Compare the starting price of Proposify with its alternatives. Some tools offer more features at a lower cost, giving you better value while covering all essential proposal, quote, and invoice tasks.

Closure: Which Proposify Alternative Is Best For You?

The best Proposify alternative depends on your needs. If you want advanced features like quotes, automation, and workflows, tools like Taskip, Conga, or GetAccept are great. And for simplicity and affordability, choose a platform that covers core proposal features without complexity. In this case, Taskip standsout. 

Taskip allows you to create proposals, quotations, and invoices from pre-built templates. You can customize them to your branding and share with your clients from a single dashboard. Thus, besides tracking projects’ progress, you can also handle all documentation in a centralized way with Taskip. 

FAQs on Proposify Alternatives