Proposify vs Ploomes CRM

Salesforce Sales Cloud

Pipedrive

PandaDoc

Qwilr

Pipefy

Better Proposals

Compare Proposify and Ploomes CRM based on features, pricing, verified reviews, integrations & more on GetApp. Find out which software is best for your business in 2026.

Docusign

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

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.

Access Controls/Permissions

Activity Dashboard

Activity Tracking

Alerts/Notifications

Approval Process Control

Approval Workflow

Audit Trail

Automatic Formatting

Catalog Management

Chat/Messaging

Collaboration Tools

Compliance Tracking

Configurable Workflow

Contact Management

Content Library

Content Management

Contract Drafting

Contract/License Management

Customizable Branding

Customizable Fields

Customizable Reports

Customizable Templates

Data Import/Export

Digital Signature

Discount Management

Document Automation

Document Generation

Document Management

Document Review

Document Storage

Document Templates

Drag & Drop

Electronic Signature

Forecasting

For Sales Teams/Organizations

Knowledge Base Management

Payment Processing

Pre-built Templates

Price and Cost Calculations

Pricing and Cost Calculations

Pricing Management

Process/Workflow Automation

Product Configurator

Progress Tracking

Projections

Project Management

Proposal Generation

Quotes/Estimates

Real-Time Data

Real-Time Notifications

Reminders

Renewal Management

Reporting/Analytics

Reporting & Statistics

RFP Creation

RFP Management

Sales Trend Analysis

Search/Filter

Specialty Contracts

Status Tracking

Task Management

Team Collaboration

Template Management

Templates

Third-Party Integrations

Version Control

Workflow Management

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

Basic

Team

Business

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.

Executive Administrator

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

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

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.

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.

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.

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

Proposals

Client Management

Signatures

Deal Closing

Training and Learning Curve

Text Editing

Professional Appearance

Customization

Inconsistent and difficult formatting

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

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

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.

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.

HubSpot CRM

HubSpot CRM is a lead management solution that helps businesses with recording calls, logging emails and managing customer data. It has been designed from the ground up and is ready to eliminate manual work and actually help sales teams. It was built ready for the modern world to help users get running and start selling.

Salesforce Sales Cloud is a cloud-based Customer Relationship Management (CRM) application from Salesforce. The platform combines human sales professionals with AI-powered automation, data, and intelligence. This integrated solution is designed to help businesses of all sizes and industries.

Zoho CRM

Zoho CRM is a cloud-based customer relationship management (CRM) solution that helps businesses of all sizes close deals smarter, better and faster. The solution lets businesses reach customers through every channel, including telephone, email, social media, and live chat.

Ploomes CRM centralizes contacts, deals, and communications in one cloud platform. Automate tasks, follow-ups, and approvals while gaining visibility through customizable dashboards and analytics. Plans start at $22/user/month with optional modules like CPQ and Workflow Automation.

Proposify vs Ploomes CRM Comparison (2026)

Proposify

Ploomes CRM

Overview

Video & Screenshots

Pricing

User reviews

Key features

Integrations

Alternatives