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.

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.

Qwilr is a document design and automation tool for sales teams, including e-sign, analytics and integrations with CRM and business software.

Better Proposals is a web based platform for creatives and service providing businesses to create professional, well-formatted sales proposals, with digital signatures, 3rd party integrations, and more. Know when proposals are opened, forwarded or downloaded in order to follow up at the right time.

Proposify is a cloud-based proposal management solution that helps businesses streamline the sales process from conversation to close. The software provides professional branded proposals, quotes, and contracts that help businesses close deals faster. Its proposal automation feature allows users to create interactive quotes, legally binding e-signatures, and payments within the platform.

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

For Sales Teams/Organizations

Forecasting

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

Project Management

Projections

Proposal Generation

Quotes/Estimates

Real-Time Data

Real-Time Notifications

Reminders

Renewal Management

Reporting & Statistics

Reporting/Analytics

RFP Creation

Sales Trend Analysis

Search/Filter

Specialty Contracts

Status Tracking

Task Management

Team Collaboration

Template Management

Templates

Third-Party Integrations

Version Control

Workflow Management

Proposify

Android

Linux

Web-based

Windows

iPhone

Digital Marketing Expert

I loved that it made proposals look more professional. The templates were a great start and the collaboration aspect was very useful.

Owner

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.

Managing Director

It's great to see a SaaS product backed up by brilliant and quick customer support. This is so rare these days.

Director

Beautiful looking proposals, easy to use templates and libraries, very impressive for clients and it looks great when printed out too.

Benefits are definitely that we are now able to present a highly professional document to prospective clients every time. Love the ease of client access and delivery.

President

It has been a delight to switch to Proposify, because we get many new features that we did not get with Tinderbox/Octiv. Also, we rely heavily on the great Zapier integration that Proposify offers.

Co-Founder | Digital Marketing Strategist

Uses great code snippets to automatically fill in the client name, the cost, etc to make each one somewhat custom. I get notified in my email when my prospect views the proposal (which is exciting).

Principal

Love the ability to save snippets to reuse later. Videos in proposals are a game changer.

Social media marketing and design expert

My overall experience has remained quite pleasant till now the software has helped me become better at creating proposals for clients.

Hard to customize and make design changes. Inability to combine projects.

Client Success Director

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.

Branding , web dev

Love it , and I truly believe it’s worth the price I pay.

Honestly can't praise Proposify enough. The webapp runs really well, is very intuitive and straight forward.

The editor is good, lots of customization possible.

The tone of the guys is just awful. Max 5 active proposals at any one time.

CEO/Founder

There is really nothing in PandaDocs that is not in Proposify and frankly I got the hang of Proposify much quicker. Customer support is quick and very helpful.

CEO & Founder

My need was to cut down in repetitive work in creating proposals and sending out contracts to be signed.

Proposify integrates with a ton of other solutions we already have in place, such as Salesforce.

Proposify screenshot: Proposify Document Metrics

Proposify screenshot: Proposify Content Library

Proposify screenshot: Proposify Document Snapshot

Proposify screenshot: Proposify Editor

Proposify screenshot: Proposify Document Preview

Freelancers

Large Enterprises

Mid Size Business

Non Profit

Small Business

Pipefy increase efficiency and integrate end-to-end operations on a secure, low-code workflow and business process automation (BPA) platform for teams in IT, Procurement, Finance, HR, and more.

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.

Pipedrive is a web-based sales CRM solution that helps sales teams of all sizes and industries close more deals. Pipedrive lets salespeople, business owners and everyone in between focus on selling with its customizable sales pipelines, real-time insights and AI-based features.

Ploomes is a cloud-based CRM that automates sales, workflows, and proposals in one platform—helping teams save time, reduce errors, and close more deals.

Archiving & Retention

Audit Management

Bills of Material

Business Process Automation

Calendar Management

Calendar Sync

Call Recording

Commenting/Notes

Customer Database

Customer Segmentation

Customizable Dashboard

Customizable Forms

Dashboard

Data Management

Data Visualization

Deal Management

Email Management

Email Templates

File Sharing

Forms Automation

Forms Management

Lead Capture

Lead Management

Lead Qualification

Mobile Access

Mobile App

Monitoring

Multi-Currency

No-Code

Opportunity Management

Order Management

Performance Management

Performance Metrics

Pipeline Management

Price/Margin Management

Process Modeling & Designing

Project Workflow

Role-Based Permissions

Rules Engine

Rules-Based Workflow

Sales Activity Management

Sales Automation

Sales Pipeline Management

Sales Reports

Secure Data Storage

Segmentation

Softphone

Tagging

Territory Management

User Management

Visual Configuration

Web-based Deployment

Workflow Configuration

Ploomes CRM

iPad

Product Manager

Ploomes its an amazing software, the highlight are the organization tools that revolutionized the operations team.

Presidente

And besides that fact, it has the options to integrate other tools which is perfect because you don't have to adapt anything in your company and generates by its automation documents and report.

Account Executive

It's very visual and helps understanding the sales funnel. In a small team, it works very well.

The features are very limited for analytics, it's way below market average for reports.

Proposify vs Ploomes CRM Comparison (2026)

Proposify

Ploomes CRM

Overview

Video & Screenshots

Pricing

User reviews

Key features

Integrations

Alternatives