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Proposify vs Nintex DocGen Comparison

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Overview

Category Leaders

Proposify helps modern sales teams create, send, track, and e-sign winning proposals, contracts, and agreements.

DocGen - formerly Drawloop - is a document generation software designed to automate document processes in Salesforce with...

  • 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

No info

  • Free trial available
  • No credit card required
  • Free account
  • Subscription based
Starting from

No info

  • Free trial available
  • No credit card required
  • Free account
  • Subscription based

User reviews

5

4

3

2

1

174

56

13

5

8

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

No reviews

5

4

3

2

1

0

0

0

0

0

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

Pros

It's great to see a SaaS product backed up by brilliant and quick customer support. This is so rare these days.
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.
I loved that it made proposals look more professional. The templates were a great start and the collaboration aspect was very useful.

Pros

Not enoughreviews yet

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.

Cons

Not enoughreviews yet

  • Vendor responds to reviews
  • Last review9 days ago
  • Vendor responds to reviews
  • Last reviewN/A

Key features

  • Total features53
  • API
  • Access Controls/Permissions
  • Activity Dashboard
  • Activity Tracking
  • Alerts/Notifications
  • Approval Process Control
  • Audit Trail
  • Automatic Formatting
  • Batch Processing
  • CRM
  • Cataloging/Categorization
  • Chat/Messaging
  • Collaboration Tools
  • Configurable Workflow
  • Contact Management
  • Content Library
  • Content Management
  • Contract/License Management
  • Customizable Branding
  • Customizable Fields
  • Customizable Reports
  • Customizable Templates
  • Database Support
  • Digital Signature
  • Discount Management
  • Document Automation
  • Document Management
  • Document Review
  • Document Storage
  • Document Templates
  • Drag & Drop
  • Electronic Signature
  • Email Management
  • Interaction Tracking
  • Knowledge Base Management
  • Multiple Data Sources
  • Multiple Output Formats
  • Pipeline Management
  • Pre-built Templates
  • Pricing Management
  • Process/Workflow Automation
  • Product Catalog
  • Progress Tracking
  • Proposal Generation
  • Quotes/Estimates
  • RFP Creation
  • Real Time Data
  • Real Time Notifications
  • Reminders
  • Reporting & Statistics
  • Reporting/Analytics
  • Sales Reports
  • Search/Filter
  • Specialty Contracts
  • Status Tracking
  • Team Collaboration
  • Template Management
  • Templates
  • Third Party Integrations
  • Version Control
  • Workflow Management
  • Total features15
  • API
  • Access Controls/Permissions
  • Activity Dashboard
  • Activity Tracking
  • Alerts/Notifications
  • Approval Process Control
  • Audit Trail
  • Automatic Formatting
  • Batch Processing
  • CRM
  • Cataloging/Categorization
  • Chat/Messaging
  • Collaboration Tools
  • Configurable Workflow
  • Contact Management
  • Content Library
  • Content Management
  • Contract/License Management
  • Customizable Branding
  • Customizable Fields
  • Customizable Reports
  • Customizable Templates
  • Database Support
  • Digital Signature
  • Discount Management
  • Document Automation
  • Document Management
  • Document Review
  • Document Storage
  • Document Templates
  • Drag & Drop
  • Electronic Signature
  • Email Management
  • Interaction Tracking
  • Knowledge Base Management
  • Multiple Data Sources
  • Multiple Output Formats
  • Pipeline Management
  • Pre-built Templates
  • Pricing Management
  • Process/Workflow Automation
  • Product Catalog
  • Progress Tracking
  • Proposal Generation
  • Quotes/Estimates
  • RFP Creation
  • Real Time Data
  • Real Time Notifications
  • Reminders
  • Reporting & Statistics
  • Reporting/Analytics
  • Sales Reports
  • Search/Filter
  • Specialty Contracts
  • Status Tracking
  • Team Collaboration
  • Template Management
  • Templates
  • Third Party Integrations
  • Version Control
  • Workflow Management

Integrations

  • Total integrations34
  • Gmail
  • HubSpot CRM
  • HubSpot Marketing Hub
  • Insightly
  • Mailchimp
  • Marketo Engage
  • Microsoft 365
  • Microsoft Outlook
  • Pipedrive
  • QuickBooks Online
  • QuickBooks Online Advanced
  • Salesforce App Cloud
  • Salesforce Sales Cloud
  • Shopify
  • Slack
  • Stripe
  • SugarCRM
  • Xero
  • Zapier
  • Zoho CRM
  • Total integrations10
  • Gmail
  • HubSpot CRM
  • HubSpot Marketing Hub
  • Insightly
  • Mailchimp
  • Marketo Engage
  • Microsoft 365
  • Microsoft Outlook
  • Pipedrive
  • QuickBooks Online
  • QuickBooks Online Advanced
  • Salesforce App Cloud
  • Salesforce Sales Cloud
  • Shopify
  • Slack
  • Stripe
  • SugarCRM
  • Xero
  • Zapier
  • Zoho CRM

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

Proposify vs. Nintex DocGen

See how Proposify and Nintex DocGen stack up against each other by comparing features, pricing, ratings, integrations, security & more.