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FreshBooks vs Proposify Comparison

Overview

FreshBooks is accounting software that makes running your small business easy, fast and secure. Spend less time on accounting...

Proposify reduces friction in your proposal workflow, making it easier for your sales reps to quickly create professional-looking...

  • Platforms supported
  • Web-based
  • iPhone app
  • Android app
  • Windows Phone app
  • Typical customers
  • Freelancers
  • Small businesses
  • Mid size businesses
  • Large enterprises
  • Customer support
  • Phone
  • Online
  • Knowledge base
  • Video tutorials
  • Platforms supported
  • Web-based
  • iPhone app
  • Android app
  • Windows Phone app
  • Typical customers
  • Freelancers
  • Small businesses
  • Mid size businesses
  • Large enterprises
  • Customer support
  • Phone
  • Online
  • Knowledge base
  • Video tutorials

Screenshots

Pricing

Starting from
$6/mo.month
  • Free trial available
  • No credit card required
  • Free account
  • Subscription based
Starting from
$19/mo.month
  • Free trial available
  • No credit card required
  • Free account
  • Subscription based

User reviews

5

4

3

2

1

2,005

1,193

230

32

22

  • Value for money
  • Ease of use
  • Features
  • Customer support
97%
would recommend this app

5

4

3

2

1

174

56

13

4

8

  • Value for money
  • Ease of use
  • Features
  • Customer support
90%
would recommend this app

Pros

The most helpfull thing i found in freshbooks is that it helps us managing our bills effectively and you don't require any professional to do this for you any more. It is very good for small business.
Another great feature of Freshbooks is the availability of Support Tickets. I was very pleased with the opportunity to change the standard templates for emails.
The UI is awesome ,easy to use, also that you know when a user has read the invoice is great. The app is awesome as well.

Pros

The ability to customize and update various documents with an easy-to-use interface is helpful when you need to get documents out quickly. Online signature is fantastic.
Their templates are also outstanding and the tool is super easy to use. Great design capabilities.
It doesn't matter if you are writing your first proposal as much as you follow their guidelines, you'll create the type of proposal that helps you win the contract.

Cons

I emailed them about this dangerous lack of basic security features and as of December 2019 Freshbooks says there is no plan to add two factor authentication in the future.
I had a very difficult time using the bookkeeping software on the program. I couldn't customize taxes, and I found that because I have no background in accounting I was really messing up frequently.
The features and functionalities are limited. It takes little bit more time set up and charges on each transaction and need to pay an account after second client.

Cons

Basically you have to run blind. CRM integration is horrible and creates a lot of duplicates in our CRM.
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.
Hard to customize and make design changes. Inability to combine projects.
  • Vendor responds to reviews
  • Last review6 days ago
  • Vendor responds to reviews
  • Last review16 days ago

Key features

  • Total features71
  • API
  • Activity Dashboard
  • Activity Tracking
  • Attendance Tracking
  • Authentication
  • Automated Billing
  • Automated Expense Input
  • Automatic Notifications
  • Billable Hours Tracking
  • Billing & Invoicing
  • Billing Rate Management
  • Brainstorming
  • Calendar Management
  • Chat
  • Client Management
  • Collaboration Tools
  • Collaborative Workspace
  • Contact Management
  • Credit Card Processing
  • Currency Conversion
  • Customizable Branding
  • Customizable Templates
  • Data Filtering
  • Data Import
  • Data Import/Export
  • Data Synchronization
  • Data Visualization
  • Deadline Management
  • Discount Management
  • Document Storage
  • Document Templates
  • Electronic Payments
  • Email Integration
  • Email Invitations & Reminders
  • Estimating
  • Expense Claims
  • Expense Tracking
  • Feedback Collection
  • Feedback Management
  • Financial Analysis
  • Financial Management
  • Invoice Management
  • Invoice Processing
  • Mobile Alerts
  • Mobile Integration
  • Multi-Currency
  • Multi-Language
  • POS
  • Performance Reports
  • Preview Functionality
  • Profit / Loss Statement
  • Project Accounting
  • Project Budgeting
  • Project Management
  • Project Planning
  • Project Time Tracking
  • Projections
  • Proposal Generation
  • Real Time Updates
  • Receipt Management
  • Recurring Billing
  • Recurring Tasks
  • Reminders
  • Reporting & Statistics
  • Sales Tax Management
  • Spend Control
  • Status Tracking
  • Time & Expense Tracking
  • Time Clock Integration
  • Timer
  • Timesheets
  • Visual Analytics
  • Total features2
  • API
  • Activity Dashboard
  • Activity Tracking
  • Attendance Tracking
  • Authentication
  • Automated Billing
  • Automated Expense Input
  • Automatic Notifications
  • Billable Hours Tracking
  • Billing & Invoicing
  • Billing Rate Management
  • Brainstorming
  • Calendar Management
  • Chat
  • Client Management
  • Collaboration Tools
  • Collaborative Workspace
  • Contact Management
  • Credit Card Processing
  • Currency Conversion
  • Customizable Branding
  • Customizable Templates
  • Data Filtering
  • Data Import
  • Data Import/Export
  • Data Synchronization
  • Data Visualization
  • Deadline Management
  • Discount Management
  • Document Storage
  • Document Templates
  • Electronic Payments
  • Email Integration
  • Email Invitations & Reminders
  • Estimating
  • Expense Claims
  • Expense Tracking
  • Feedback Collection
  • Feedback Management
  • Financial Analysis
  • Financial Management
  • Invoice Management
  • Invoice Processing
  • Mobile Alerts
  • Mobile Integration
  • Multi-Currency
  • Multi-Language
  • POS
  • Performance Reports
  • Preview Functionality
  • Profit / Loss Statement
  • Project Accounting
  • Project Budgeting
  • Project Management
  • Project Planning
  • Project Time Tracking
  • Projections
  • Proposal Generation
  • Real Time Updates
  • Receipt Management
  • Recurring Billing
  • Recurring Tasks
  • Reminders
  • Reporting & Statistics
  • Sales Tax Management
  • Spend Control
  • Status Tracking
  • Time & Expense Tracking
  • Time Clock Integration
  • Timer
  • Timesheets
  • Visual Analytics

Integrations

  • Total integrations266
  • Authorize.net
  • Dropbox Business
  • FreshBooks
  • Magento Commerce
  • Microsoft Dynamics GP
  • Microsoft Excel
  • NetSuite
  • PayPal
  • QuickBooks Online
  • QuickBooks Online Advanced
  • SAP Business One
  • Sage Intacct
  • Salesforce Sales Cloud
  • Shopify
  • Slack
  • Stripe
  • WooCommerce
  • Workato
  • Xero
  • Zapier
  • Total integrations34
  • Authorize.net
  • Dropbox Business
  • FreshBooks
  • Magento Commerce
  • Microsoft Dynamics GP
  • Microsoft Excel
  • NetSuite
  • PayPal
  • QuickBooks Online
  • QuickBooks Online Advanced
  • SAP Business One
  • Sage Intacct
  • Salesforce Sales Cloud
  • Shopify
  • Slack
  • Stripe
  • WooCommerce
  • Workato
  • Xero
  • Zapier

Security

  • Encryption of sensitive data at rest
  • HTTPS for all pages (web-based apps)
  • Reports/alerts for security breaches
  • Multifactor authentication options
  • Customer data removed upon service cancellation
  • Encryption of sensitive data at rest
  • HTTPS for all pages (web-based apps)
  • Reports/alerts for security breaches
  • Multifactor authentication options
  • Customer data removed upon service cancellation

User reviews that mention these apps

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

Share this review:

Proposify

Best proposal software I could find.

Reviewed 4 years ago

Easier to get proposals out quickly.

Pros

It's easy to use and integrate with Freshbooks and other software apps. I enjoy that there is multiple customizable templates already ready to go.

Cons

No cons were added to this review

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Likelihood to recommend6/10

Share this review:

Proposify

Integrations and Options

Reviewed a year ago

Utilizing Proposify has allowed us to speed up our project intake process getting more in the pipeline and spending time on things that make money instead of just busy work.

Pros

It was really important when we were selecting proposal software to have integrations and the ability to allow the client to make choices that didn't require that we adjust the proposal. Proposify gave us both. We use Freshbooks for invoicing and Asana for project management and it integrates with both! (unfortunately Asana is via Zapier only). 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. This cuts down on back and forth emails that frees us up.

Cons

I would love to be able to pay for the service on a monthly basis instead of quarterly. Not that it really changes anything in the grand scheme of things but it lets me better track our finances.

Vendor response

Hi Shane, thanks for taking a moment to leave us some feedback. We love hearing that Proposify helps free you up so you can tackle other (non-admin) tasks - because time is money, right? Best of luck with any upcoming proposals!

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support

Share this review:

Proposify

Great for Service Based Companies

Reviewed 5 years ago

I love this product! Since we have started using Proposify our close rate has increased. The proposals are so easy to put together! When a client says "send me a proposal" I don't dread it anymore. The templates and drag and drop editor make it really quick, simple and professional looking. My only suggestion would be to integrate with some additional CRM programs. I do love that it integrates with Freshbooks, it makes getting paid for the proposal even easier! Great job, and I would recommend for any agency, or service based business.

Pros

No pros were added to this review

Cons

No cons were added to this review

FreshBooks vs. Proposify

See how FreshBooks and Proposify stack up against each other by comparing features, pricing, ratings and reviews, integrations, screenshots and security. Compare real user opinions on the pros and cons to make more informed decisions.

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