Proposify vs Odoo 

Docusign

PandaDoc

QuoteWerks

Docusign is a cloud-based digital signature platform that allows businesses to create, commit to, and manage their agreements on a centralized dashboard. The IAM for Sales application streamlines the sales contracting process, enabling sellers to create optimal deals more independently, close them faster, and extract more value. Its IAM for Customer Experience application transforms time-consuming processes into engaging experiences that build long-lasting customer relationships and drive scale.

PandaDoc is a cloud-based document management solution that streamlines the creation, approval, tracking, and electronic signing of business documents. The platform offers document generation capabilities that allow users to create custom agreements and proposals using a drag-and-drop editor and pre-built templates. Its Configure Price Quote (CPQ) feature enables the generation of error-free, personalized quotes tailored to each buyer's needs.

QuoteWerks is a web-based configure price quote (CPQ) software solution which enables companies of all sizes to create, edit & view quotes and proposals online

Proposify helps sales teams upgrade their proposal workflows. With Proposify, teams create, send, track, and e-sign winning proposals, contracts, quotes and other sales documents. Boost close rates, increase average deal size, and save hours of manual labor with Proposify proposal software.

Proposal Generation

Electronic Signature

Content Library

Workflow Management

Document Management

Audit Trail

Knowledge Base Management

Version Control

Reviewers appreciate Proposify’s time-saving features and integrations, and they find the monthly payment option valuable. Some users report the pricing is affordable, but reviewers indicate proposal limits and lack of free trial are drawbacks.

Value for money

By industry, Proposify reviewers are most commonly professionals in marketing and advertising (37%). The most frequent use case for Proposify cited by reviewers is proposal management (86% of reviewers).

Proprietary

Proposify

Web-based

Linux

Android

Windows

iPhone

Qwilr

Better Proposals

Odoo 

Quotient

HoneyBook

Responsive

Proposable

Basic

Team

Business

Inconsistent and difficult formatting

Graphic Designer

The headings, paragraph options for the text is not very consistent. And if my colleague wants to add in their own text box, most of the time it doesn't stay the same text for them.

91% of reviewers feel negative about Proposify’s text formatting capabilities. Users report frequent struggles with inconsistent layouts, unpredictable formatting buttons, and challenges in adjusting fonts, text boxes, and tables. They mention that formatting often requires excessive time and effort, with issues like random changes, difficulties in collaboration, and discrepancies between web and PDF versions. Many reviewers express frustration with the lack of intuitive controls for line spacing, headings, and paragraph options, stating that formatting can be a significant barrier to efficient proposal creation and team collaboration.

Frequent glitches and frustrating bugs

91% of reviewers feel negative about the presence of bugs and glitches in Proposify. Users commonly report random changes, crashes, lost data, and persistent glitches throughout the software. They mention that these issues disrupt their workflow, require frequent refreshing, and make setup time-consuming. Many reviewers express frustration with recurring bugs, stating that the software’s instability leads to inefficiency and repeated rechecking of documents. The prevalence of unresolved bugs is a significant source of dissatisfaction and impacts overall user confidence in the platform.

Clunky and unreliable text editing

Executive Administrator

Editing is a little clunky, its getting better, but still not as seamless as MS word or other word editing software.

91% of reviewers feel negative about Proposify’s text editing experience. Users frequently describe the editor as clunky, glitchy, and unintuitive, with problems such as buggy caching, autosave issues, and navigation difficulties. They mention that editing across pages, managing text boxes, and performing basic actions like copy-paste or spellcheck can be cumbersome and unreliable. Reviewers often note that these editing challenges lead to lost work, increased frustration, and a steep learning curve, making it hard to efficiently update or refine proposal content.

Seamless diGital signature process

91% of reviewers feel positive about Proposify’s digital signature functionality. Users appreciate the built-in e-signature feature, which allows clients to sign proposals online without needing third-party apps. They say this process is convenient, saves time, and enhances the overall client experience. Some reviewers highlight that clients find it easy and professional to sign documents, and automated reminders help ensure timely sign-offs. The seamless signature workflow is frequently mentioned as a key reason for faster contract approvals and improved sales efficiency, with many noting positive feedback from their clients.

Personalized client engagement

Software Engineer

Thanks to the segmentation and monitoring of interactions, it allows us to offer our clients a more personalized service adapted to their needs.

91% of reviewers feel positive about Proposify’s client management capabilities. Users indicate that the platform helps them maintain strong, personalized relationships with clients through features like interaction tracking, segmentation, and customizable communications. They find that tools such as checkboxes for service selection and automatic data population enhance the client experience and make sales discussions more effective. Reviewers say these capabilities lead to improved efficiency, higher client satisfaction, and better sales outcomes. Many mention that clients appreciate the intuitive interface and clear presentation of information, making interactions more engaging and productive.

Time-saving professional templates

91% of reviewers feel positive about Proposify’s templates. Users say the platform offers a wide variety of visually appealing, customizable templates that help them create professional proposals quickly. They appreciate the built-in template library, which eliminates the need to search for external designs and allows for consistent branding. Some reviewers mention that reusable templates and content snippets save significant time, making it easier to produce high-quality proposals. They also value the ability to modify templates to fit different industries and purposes, noting that this flexibility streamlines their workflow and enhances their company’s image.

Efficient proposal management tools

89% of reviewers feel positive about Proposify’s proposal management features. Users report that the platform streamlines proposal creation, offering customizable templates and a library system for quick assembly. They value real-time tracking, which shows client engagement with each section, helping them tailor follow-ups and understand client interests. Reviewers appreciate features like duplicating proposals, automated follow-ups, and integration with other tools. They find that these capabilities save time, improve sales pipeline visibility, and help close deals faster. Many say the professional appearance and dynamic options in proposals impress clients and support business growth.

saves time with reusable templates, Transparent client interaction tracking, Strong branding customization

Business Development Manager and Senior Marketing Strategist

Overall, this platform has been the backbone of my department with creating a positive digital impression of how our team presents packages to potential clients.

VP Sales

Proposify helped me (maybe it was more like I helped Proposify do the work...) create effective and powerful proposals.

The ability to send out proposals and also track client viewing time.

Lead, Customer Sucess BPM

It allows my team to send information in a clean, easy to read format that we didn't have previously

Having a built out system to continually turn around proposals efficiently has helped me win more deals.

It's a great product and the built-in document management/signatures is very cool.

Account Executive

Keeps track of all proposals and their status, all companies and contacts.  

The document tracking was kind of cool, too!

Owner

You can only cancel through them and they are SLOW to respond or cancel the account.  

General Manager

tracking issues with a proposal being viewed or downloaded

VP of Sales

I like the product's overall capability to help with producing very professional looking proposals - it has been very nice to use.

Senior Manager, Practice Growth

There are some features I wish it had, but the UX reaches out several times a year to discuss how the user experience is.

President

Sometimes deliverability is tricky - I always recommend sending a separate followup email with the link

Regional Vice President

Then you can customize even further with added personalization.

Beware that they will do everything they can to keep your money even if you did cancel.   

Bearing in mind that with more efficient and personalized customer management, you will be able to increase customer retention and generate new sales opportunities.  

Creative Director

It feels a bit controlled and you still lose a bit of flexibility.

Business Development Manager

It's easy to adjust tables or pricing or anything that I need to change.

Sales Operations Support

This discourages my colleagues from using Proposify.

Easy to bring up won proposals, duplicate, modify and copy the link

Director, Brand Communications & Development Marketing

Therefore, the most appreciated feature is the enormous amount of time saved. If someone has used word processing programs like Word or Excel, they probably have a poorly developed mind.

It started out well until they charged me after I had already canceled.  

Accountant

The software makes document management easy

So now I guess I have another year of super buggy proposal software that I can’t use.

This will help you keep a complete record of communications and provide a more personalized service.

Developer 

Our dependency with CRM tools is based on our current requirements and the main reason of using Proposify is to have perfect documents signature as well as ideal workflow management system which could automate the process and here Proposify did it job quite well.

On your smartphone, you'll get alerts through the app when someone opens your proposal and has signed.

Area Director

The limitations on customization of templates, organization of constant pages, and the lack of freedom for multiple users to access the platform simultaneously are a few of the drawbacks.

They have the worst customer support or any company I have ever dealt with.

Senior Solution Executive

So far it has been fantastic, I'm still new to this platform but am enjoying the functionality.

You may also log into the app and see how often people are looking at your presentation.

I like the ability that you had to be able to use custom background pages when creating templates in allowed for easy branding.

It's not a con exactly but for a small team, we didn't need this level of tracking.

Everything the client needs to know about how we work for them is clearly stated and beautiful.

It's very user-friendly and easy to add slides.  

Buggy, difficult to use, terrible service

Director of Operations

Notification of when a proposal is won or lost

We received numerous comments from our clients when we sent them alternative proposals that we thought would look amazing.

Administrator

There are so many glitches in the program.

Constantly increasing sales and satisfaction of both clients and professionals

Director

Recent changes now make the most common function "Editing" a proposal now buried in the UI and hard to locate.

Consultant/Trainer

Analyst

Knowledgeable, professional, and enjoyable to work with, they are ready to assist at any time.

Software Developer

The application does not allow right-clicking a misspelled word.

UI is great, functionality helps get good looking proposals out there fast.

Proposals

Team Collaboration

Client Management

Signatures

Deal Closing

Training and Learning Curve

Templates

Text Editing

Professional Appearance

Customization

Small Business

Mid-size Business

Large Enterprises

Freelancers

Some reviewers find Proposify’s time-saving features and reusable sections justify the monthly fee, saying it offers good cost-benefit and is fairly priced compared to alternatives. Reviewers appreciate the continuous updates and integrations included in the plans. Some users report that pricing is affordable or cheap, and they value the ability to pay monthly. However, reviewers indicate that the lower plan’s proposal limit feels restrictive for small businesses, and some feel the platform is expensive, especially for those with long sales cycles or infrequent proposal needs. Some users say the lack of a free trial is a drawback.

Proposify Inc.

QuickBooks Online

QuickBooks Online is an all-in-one online business software designed to help manage business finances. The platform is built to scale businesses, unlocking insights and providing the functionality of a larger team, all on one integrated platform.

QuickBooks Enterprise

QuickBooks Desktop Enterprise is an accounting software for small businesses which provides users with real-time access to customer, employee, and vendor information. The software includes tools for managing inventory, shipping, sales orders, pricing, tasks, invoicing, reporting, and more.

NetSuite

NetSuite is an AI-powered cloud-based business management suite. It helps organizations streamline their operations and gain real-time insights into their performance. The suite caters to a range of industries such as manufacturing, retail, and professional services.

Odoo Inventory enables warehouse managers to smartly manage their warehouse and maximize their inventory efficiency by reducing stock levels and avoiding stock-outs. Manage your manufacturing chain of products, define quality-control tests and automate product routing.

Supply Chain Management

Inventory Tracking

Shipping Management

Supplier Management

Compliance Management

Returns Management

Multi-Location

Barcoding/RFID

Reviews for Odoo come from a wide variety of industries, including information technology and services (12% of reviewers), computer software (9%), and retail (5%). The most frequent use case for Odoo cited by reviewers is CRM (35% of reviewers).

Users and use cases

Reviewers indicate that Odoo’s free Community version is valuable for small businesses, and some users report the open-source customization as a cost-saving advantage. However, some reviewers feel costs escalate quickly with more modules, users, or advanced features.

Odoo is a CRM solution offering key features such as billing and invoicing, inventory management, and sales pipeline management, among others.

Open Source

iPad

Zoho CRM

ERPNext

SAP S/4HANA Cloud

Dynamics 365

Zoho One

SAP Business One

Salesforce Sales Cloud

HubSpot CRM

Sage Intacct

Sage 50 Accounting

Zoho Desk

Bitrix24

WordPress

SAP Concur

Shopify

Acumatica Cloud ERP

Standard

Custom

Challenging updates and upgrades

Keep in mind that too many modules with customizations and integrations can be harder to test for version upgrades.

73% of reviewers feel negative about Odoo’s updates and upgrades. Users indicate that upgrading to new versions is often time-consuming, complex, and may require technical expertise. They say customizations and integrations can break during updates, leading to additional work and potential downtime. Reviewers mention that frequent changes, lack of backward compatibility, and unclear upgrade paths create frustration. Many feel that the process disrupts business operations and sometimes introduces new bugs or compatibility issues, making regular maintenance a significant challenge.

Complicated and costly payment structure

We signed up for their subscription at $13.60/month, only to be charged over $30 in the second month despite not adding any apps or users.

VP SALES

You have 0 access to people on the phone, its ONLY by email, that you the system doesnt work with square, that the person who sold me the product, did not explain everything correctly to match my business needs, that there are glitches with the system that sometimes requires an internal odoo developer to fix, that you have pay for implementation but that there its no first free training  based on your company needs.

73% of reviewers feel negative about Odoo’s payment system. Users report unexpected charges, unclear billing, and additional fees for extra features or support. They say the cost of implementation, customization, and user licenses can quickly escalate, sometimes exceeding initial budgets. Reviewers mention difficulties with refunds, subscription adjustments, and being forced to upgrade or pay for essential functions. Many feel that the payment process lacks transparency and flexibility, making it challenging to manage costs and access necessary services.

Slow and ineffective email support

They took their time (before signing up they responded in 24 hours) to reply despite many emails and always rejected my request saying their system is good enough for my company.

56% of reviewers feel negative about Odoo’s email response. Users say support tickets and email inquiries often receive delayed replies, sometimes taking days or weeks to address. They report that responses can be generic, unhelpful, or require multiple follow-ups before issues are resolved. Reviewers indicate that lack of timely communication leads to frustration, especially when urgent problems arise. Many feel that the slow support process undermines the efficiency of the system and leaves them without reliable assistance when needed.

Limited and outdated documentation

Managing Director

As soon as I started giving him negative feedback on my initial experience (documentation was COMPLETELY out of date - Support had to send me a totally different workflow to get basic task of connecting bank accounts set up) and the fact that I was concerned what else might be out of date...he flippantly said that their docs are often outdated and that's just how it is....then HUNG UP on me mid-sentence (if line disconnected, I'd assume he'd call me back - but never did).

University average technician

Sometimes the documentation can be less detailed for certain specific functionalities making it difficult to customize or troubleshoot without outside help.

44% of reviewers feel negative about Odoo’s support documentation. Users report that official guides and manuals are often outdated, incomplete, or lack detail for specific functionalities. They say this makes configuration and troubleshooting difficult, especially for new users or those without technical expertise. Reviewers indicate that finding clear answers frequently requires relying on community forums or third-party consultants, which can slow down implementation and problem resolution. Many feel that the lack of comprehensive documentation increases the learning curve and dependence on external help.

Frequent bugs and reliability concerns

Senior Director Of Digital Marketing

Its platform sometimes presents certain Bugs and lags which causes the work to be delayed, it still needs better optimization. Although it has an open source community, it still lacks a section of tutorials and proper guides for users.

73% of reviewers feel negative about Odoo’s bugs and issues. Users report encountering frequent errors, glitches, and system lags that disrupt daily operations. They say some bugs persist for months before being fixed, and troubleshooting often requires technical expertise. Reviewers mention that error messages can be unclear, making it hard to identify and resolve problems. Many express frustration with the impact on business processes, noting that reliability concerns sometimes lead to lost productivity, additional costs, and a need for constant support.

Proposify vs Odoo Comparison (2026)

Proposify

Odoo

Overview

Video & Screenshots

Pricing

User reviews

Key features

Integrations

Alternatives