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FreshBooks vs Proposify Comparison

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Overview

Category Leaders

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

Proposify helps SMB sales teams upgrade their proposal workflows. With Proposify, teams create, send, track, and e-sign winning...

  • 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

Video & Screenshots

Pricing

Starting from

6

Per month

  • Free trial available
  • Credit cardless trial
  • Free account
  • Subscription based

Starting from

49

/user

Per month

  • Free trial available
  • Credit cardless trial
  • Free account
  • Subscription based

User reviews

4.5

3.7K

5

4

3

2

1

2,196

1,264

238

41

30

  • Value for money
  • Ease of use
  • Features
  • Customer support
96%
would recommend this app

4.5

261

5

4

3

2

1

174

59

15

5

8

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

Pros

It has a great interface which makes it feel very easy to use and has a great set of templates you can use from the beginning for various accounting needs.
For a small company as myself the excellent invoice features has been very helpful and useful.
FreshBooks combined with other applications is a great tool. In any case, if you want to create invoices and send it in a split second and then track and monitor its progress, I recommend FreshBooks.

Pros

I loved that it made proposals look more professional. The templates were a great start and the collaboration aspect was very useful.
The best feature are the templates for various industry. I use this soft and I recommended to many of my clients as it helps create great looking proposals, keeps track of your sales funnels.
It's great to see a SaaS product backed up by brilliant and quick customer support. This is so rare these days.

Cons

We would lose all of that if we switched, so unfortunately we are stuck with having to use this horrible new format.
It is really frustrating to have a client not be able to pay through the invoice, and for this reason, only, I have been considering a new software company.
Tier based pricing from Lite to Premier is a bit confusing. WePay advocates having a Chase bank account for faster processing otherwise fails to integrate.

Cons

Hard to customize and make design changes. Inability to combine projects.
Deleting the final page in a section for example is not allowed, so you have to add a new page and then delete. Additionally, some of the button labels can be confusing at first.
The tone of the guys is just awful. Max 5 active proposals at any one time.
  • Vendor responds to reviews
  • Last review2 days ago
  • Vendor responds to reviews
  • Last review7 days ago

Key features

  • Total features102
  • ACH Payment Processing
  • API
  • Access Controls/Permissions
  • Accounting
  • Accounting Integration
  • Accounts Payable
  • Accounts Receivable
  • Activity Dashboard
  • Activity Tracking
  • Alerts/Notifications
  • Approval Process Control
  • Attendance Tracking
  • Audit Trail
  • Automatic Billing
  • Automatic Formatting
  • Automatic Time Capture
  • Bank Reconciliation
  • Billable & Non-Billable Hours
  • Billable Items Tracking
  • Billing & Invoicing
  • Billing Portal
  • Billing Rate Management
  • CRM
  • Calendar Management
  • Cataloging/Categorization
  • Chat/Messaging
  • Client Management
  • Client Portal
  • Collaboration Tools
  • Configurable Workflow
  • Contact Database
  • Contact Management
  • Content Library
  • Content Management
  • Contract/License Management
  • Core Accounting
  • Credit Card Processing
  • Currency Conversion
  • Customer Statements
  • Customizable Branding
  • Customizable Fields
  • Customizable Invoices
  • Customizable Reports
  • Customizable Templates
  • Dashboard
  • Data Import/Export
  • Data Visualization
  • Deferred Billing
  • Digital Signature
  • Discount Management
  • Document Automation
  • Document Management
  • Document Review
  • Document Storage
  • Document Templates
  • Drag & Drop
  • Electronic Payments
  • Electronic Signature
  • Email Management
  • Email Reminders
  • Estimating
  • Expense Claims
  • Expense Tracking
  • Financial Analysis
  • Financial Management
  • Financial Reporting
  • For AEC Industry
  • For Sales Teams/Organizations
  • General Ledger
  • Hourly Billing
  • Income & Balance Sheet
  • Invoice History
  • Invoice Management
  • Invoice Processing
  • Knowledge Base Management
  • Mobile Access
  • Mobile App
  • Mobile Payments
  • Mobile Receipt Upload
  • Mobile Time Tracking
  • Multi-Currency
  • Multi-Language
  • Multi-Period Recurring Billing
  • Multiple Billing Rates
  • Online Invoicing
  • Online Payments
  • Online Time Tracking
  • Partial Payments
  • Payment Processing
  • Payroll Management
  • Performance Metrics
  • Pipeline Management
  • Pre-built Templates
  • Price and Cost Calculations
  • Pricing Management
  • Process/Workflow Automation
  • Product Catalog
  • Product Configurator
  • Profit/Loss Statement
  • Progress Tracking
  • Project Accounting
  • Project Billing
  • Project Management
  • Project Planning
  • Project Time Tracking
  • Project Tracking
  • Projections
  • Proposal Generation
  • Quotes/Estimates
  • RFP Creation
  • Real Time Data
  • Real Time Notifications
  • Real-time Updates
  • Receipt Management
  • Receivables Ledger
  • Recurring Invoicing
  • Recurring/Subscription Billing
  • Reminders
  • Reporting & Statistics
  • Reporting/Analytics
  • Sales Tax Management
  • Search/Filter
  • Specialty Contracts
  • Spend Control
  • Status Tracking
  • Tax Calculation
  • Tax Management
  • Team Collaboration
  • Template Management
  • Templates
  • Third Party Integrations
  • Time & Expense Tracking
  • Time Tracking
  • Time Tracking by Client
  • Time Tracking by Project
  • Timer
  • Timesheet Management
  • Version Control
  • Visual Analytics
  • Workflow Management
  • Total features57
  • ACH Payment Processing
  • API
  • Access Controls/Permissions
  • Accounting
  • Accounting Integration
  • Accounts Payable
  • Accounts Receivable
  • Activity Dashboard
  • Activity Tracking
  • Alerts/Notifications
  • Approval Process Control
  • Attendance Tracking
  • Audit Trail
  • Automatic Billing
  • Automatic Formatting
  • Automatic Time Capture
  • Bank Reconciliation
  • Billable & Non-Billable Hours
  • Billable Items Tracking
  • Billing & Invoicing
  • Billing Portal
  • Billing Rate Management
  • CRM
  • Calendar Management
  • Cataloging/Categorization
  • Chat/Messaging
  • Client Management
  • Client Portal
  • Collaboration Tools
  • Configurable Workflow
  • Contact Database
  • Contact Management
  • Content Library
  • Content Management
  • Contract/License Management
  • Core Accounting
  • Credit Card Processing
  • Currency Conversion
  • Customer Statements
  • Customizable Branding
  • Customizable Fields
  • Customizable Invoices
  • Customizable Reports
  • Customizable Templates
  • Dashboard
  • Data Import/Export
  • Data Visualization
  • Deferred Billing
  • Digital Signature
  • Discount Management
  • Document Automation
  • Document Management
  • Document Review
  • Document Storage
  • Document Templates
  • Drag & Drop
  • Electronic Payments
  • Electronic Signature
  • Email Management
  • Email Reminders
  • Estimating
  • Expense Claims
  • Expense Tracking
  • Financial Analysis
  • Financial Management
  • Financial Reporting
  • For AEC Industry
  • For Sales Teams/Organizations
  • General Ledger
  • Hourly Billing
  • Income & Balance Sheet
  • Invoice History
  • Invoice Management
  • Invoice Processing
  • Knowledge Base Management
  • Mobile Access
  • Mobile App
  • Mobile Payments
  • Mobile Receipt Upload
  • Mobile Time Tracking
  • Multi-Currency
  • Multi-Language
  • Multi-Period Recurring Billing
  • Multiple Billing Rates
  • Online Invoicing
  • Online Payments
  • Online Time Tracking
  • Partial Payments
  • Payment Processing
  • Payroll Management
  • Performance Metrics
  • Pipeline Management
  • Pre-built Templates
  • Price and Cost Calculations
  • Pricing Management
  • Process/Workflow Automation
  • Product Catalog
  • Product Configurator
  • Profit/Loss Statement
  • Progress Tracking
  • Project Accounting
  • Project Billing
  • Project Management
  • Project Planning
  • Project Time Tracking
  • Project Tracking
  • Projections
  • Proposal Generation
  • Quotes/Estimates
  • RFP Creation
  • Real Time Data
  • Real Time Notifications
  • Real-time Updates
  • Receipt Management
  • Receivables Ledger
  • Recurring Invoicing
  • Recurring/Subscription Billing
  • Reminders
  • Reporting & Statistics
  • Reporting/Analytics
  • Sales Tax Management
  • Search/Filter
  • Specialty Contracts
  • Spend Control
  • Status Tracking
  • Tax Calculation
  • Tax Management
  • Team Collaboration
  • Template Management
  • Templates
  • Third Party Integrations
  • Time & Expense Tracking
  • Time Tracking
  • Time Tracking by Client
  • Time Tracking by Project
  • Timer
  • Timesheet Management
  • Version Control
  • Visual Analytics
  • Workflow Management

Integrations

  • Total integrations298
  • Adobe Commerce
  • Authorize.Net
  • Dynamics 365
  • Dynamics 365 Business Central
  • FreshBooks
  • Microsoft 365
  • Microsoft Excel
  • NetSuite
  • PayPal
  • QuickBooks Online Advanced
  • Quickbooks Online
  • SAP Business One
  • Sage Intacct
  • Salesforce Sales Cloud
  • Shopify
  • Slack
  • Stripe
  • WooCommerce
  • Xero
  • Zapier
  • Total integrations39
  • Adobe Commerce
  • Authorize.Net
  • Dynamics 365
  • Dynamics 365 Business Central
  • FreshBooks
  • Microsoft 365
  • Microsoft Excel
  • NetSuite
  • PayPal
  • QuickBooks Online Advanced
  • Quickbooks Online
  • SAP Business One
  • Sage Intacct
  • Salesforce Sales Cloud
  • Shopify
  • Slack
  • Stripe
  • WooCommerce
  • Xero
  • Zapier

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 logo

Proposify

Best proposal software I could find.

Reviewed 5 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
  • Customer support
  • Likelihood to recommend6/10

Share this review:

Proposify logo

Proposify

Integrations and Options

Reviewed 3 years 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 logo

Proposify

Great for Service Based Companies

Reviewed 6 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