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Proposify vs HoneyBook Comparison (2026)
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Good recommendations?
Overview
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.
HoneyBook is a client management tool designed for small business owners and freelancers to help manage and process payments, bookings, contracts, and more and aid collaboration and communication.
- 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
User reviews
4.4
299
5
4
3
2
1
189
74
21
5
10
- Value for money
- Ease of use
- Features
- Customer support
78%
would recommend this app4.7
695
5
4
3
2
1
574
77
25
9
10
- Value for money
- Ease of use
- Features
- Customer support
87%
would recommend this appPros
“saves time with reusable templates, Transparent client interaction tracking, Strong branding customization”
MF
Mohamed F.
eng
“For example, this reduces errors, shortens turnaround time, and improves close rates.”
Elon E.
Project Finance
“In more customized sales environments, setup discipline is important.”
Elon E.
Project Finance
Pros
“The customizable templates, including proposals, contracts and invoicing makes it perfect for my diverse clientele!”
Mai M.
VP Live Events
“I now use it for my entire portfolio of clients and business ventures, including my live events and band booking and management.”
Mai M.
VP Live Events
“Helps set appointments and creates invoices with payment links”
TL
Tenequia L.
Disability specialist
Cons
“Editing is a little clunky, its getting better, but still not as seamless as MS word or other word editing software.”
KF
Kelly F.
Executive Administrator
“You can only cancel through them and they are SLOW to respond or cancel the account. ”
RG
Ryan G.
Owner
“tracking issues with a proposal being viewed or downloaded”
JV
Julie V.
General Manager
Cons
“The issue I am running into is that the client flow is confusing, repetitive, and not nearly as customizable as it needs to be for a professional service-based business. After a client completes a form, schedules a consultation, and pays, they are shown a thank-you screen, receive a payment receipt, and then receive a separate scheduled session email.”
JP
Jodi P.
Manager
“HoneyBook has useful features, but the lack of control over important client-facing details and the difficulty getting fast, specific support answers makes the platform frustrating to use. When clients are paying, scheduling, and receiving automated communication, the process should feel clean and professional — not repetitive, confusing, or limited by features that cannot be customized.”
JP
Jodi P.
Manager
“The problem is that the same information is being repeated in multiple places, and some of the instructions do not even make sense depending on where they appear.”
JP
Jodi P.
Manager
- Vendor responds to reviews
- Last review6 months ago
- Vendor responds to reviews
- Last review6 days ago
Key features
- Total features69
- ACH Payment Processing
- API
- Access Controls/Permissions
- Accounting
- Accounting Integration
- Accounts Payable
- Accounts Receivable
- Activity Dashboard
- Activity Tracking
- Alerts/Notifications
- Appointment Scheduling
- Approval Process Control
- Approval Workflow
- Audit Trail
- Authentication
- Automatic Formatting
- Availability Management
- Billing & Invoicing
- Billing Portal
- Business Process Automation
- CRM
- Calendar Management
- Calendar Sync
- Calendar/Reminder System
- Catalog Management
- Chat/Messaging
- Client Management
- Client Portal
- Client Tracking
- Collaboration Tools
- Completion Tracking
- Compliance Tracking
- Configurable Workflow
- Confirmations/Reminders
- Contact Database
- Contact Management
- Content Generation
- Content Library
- Content Management
- Contract Drafting
- Contract/License Management
- Credit Card Processing
- Customer Accounts
- Customer Database
- Customizable Branding
- Customizable Dashboard
- Customizable Fields
- Customizable Forms
- Customizable Invoices
- Customizable Reports
- Customizable Templates
- Dashboard
- Data Import/Export
- Data Security
- Data Synchronization
- Deadline Management
- Debit/Credit Card Processing
- Design Templates
- Digital Signature
- Discount Management
- Document Automation
- Document Generation
- Document Management
- Document Review
- Document Storage
- Document Templates
- Drag & Drop
- Electronic Payments
- Electronic Signature
- Email Management
- Email Templates
- Employee Management
- Employee Scheduling
- Event Scheduling
- Expense Tracking
- Facility Scheduling
- File Sharing
- Financial Management
- For AEC Industry
- For Mac Devices
- For Photography Studios
- For Sales Teams/Organizations
- For Small Businesses
- For Startups
- For iPad Devices
- Forecasting
- Forms Automation
- Forms Management
- General Ledger
- Group Scheduling
- Hourly Billing
- In-Person Payments
- Interaction Tracking
- Invoice Creation
- Invoice History
- Invoice Management
- Invoice Processing
- Job Management
- Knowledge Base Management
- Lead Generation
- Lead Management
- Lead Qualification
- Live Chat
- Meeting Management
- Mobile Access
- Mobile App
- Mobile Payments
- Monitoring
- Multi-Channel Communication
- Multiple Projects
- Natural Language Processing
- No-Code
- Onboarding
- Online Booking
- Online Invoicing
- Online Payments
- Payment Gateway Integration
- Payment Processing
- Personalization and Recommendation
- Point of Sale (POS)
- Pre-built Templates
- Predictive Analytics
- Price and Cost Calculations
- Pricing Management
- Pricing and Cost Calculations
- Process Modeling & Designing
- Product Configurator
- Progress Tracking
- Project Billing
- Project Management
- Project Planning
- Project Planning/Scheduling
- Project Tracking
- Projections
- Proposal Generation
- Proposal Management
- Purchasing & Receiving
- Quotes/Estimates
- RFP Creation
- RFP Management
- Real-Time Data
- Real-Time Notifications
- Recurring Invoicing
- Recurring/Subscription Billing
- Referral Tracking
- Reminders
- Renewal Management
- Reporting & Statistics
- Reporting/Analytics
- Reporting/Project Tracking
- Room Booking
- Rules-Based Workflow
- Sales Pipeline Management
- Sales Trend Analysis
- Scheduling
- Search/Filter
- Signature Creation
- Signature Management
- Social Media Integration
- Source Tracking
- Specialty Contracts
- Status Tracking
- Summary Reports
- Task Editing
- Task Management
- Task Progress Tracking
- Task Scheduling
- Tax Calculation
- Team Collaboration
- Template Management
- Templates
- Third-Party Integrations
- Time & Expense Tracking
- Time Tracking
- Timer
- To-Do List
- Version Control
- Web-based Deployment
- Work Order Creation
- Workflow Automation
- Workflow Configuration
- Workflow Management
- Total features150
- ACH Payment Processing
- API
- Access Controls/Permissions
- Accounting
- Accounting Integration
- Accounts Payable
- Accounts Receivable
- Activity Dashboard
- Activity Tracking
- Alerts/Notifications
- Appointment Scheduling
- Approval Process Control
- Approval Workflow
- Audit Trail
- Authentication
- Automatic Formatting
- Availability Management
- Billing & Invoicing
- Billing Portal
- Business Process Automation
- CRM
- Calendar Management
- Calendar Sync
- Calendar/Reminder System
- Catalog Management
- Chat/Messaging
- Client Management
- Client Portal
- Client Tracking
- Collaboration Tools
- Completion Tracking
- Compliance Tracking
- Configurable Workflow
- Confirmations/Reminders
- Contact Database
- Contact Management
- Content Generation
- Content Library
- Content Management
- Contract Drafting
- Contract/License Management
- Credit Card Processing
- Customer Accounts
- Customer Database
- Customizable Branding
- Customizable Dashboard
- Customizable Fields
- Customizable Forms
- Customizable Invoices
- Customizable Reports
- Customizable Templates
- Dashboard
- Data Import/Export
- Data Security
- Data Synchronization
- Deadline Management
- Debit/Credit Card Processing
- Design Templates
- Digital Signature
- Discount Management
- Document Automation
- Document Generation
- Document Management
- Document Review
- Document Storage
- Document Templates
- Drag & Drop
- Electronic Payments
- Electronic Signature
- Email Management
- Email Templates
- Employee Management
- Employee Scheduling
- Event Scheduling
- Expense Tracking
- Facility Scheduling
- File Sharing
- Financial Management
- For AEC Industry
- For Mac Devices
- For Photography Studios
- For Sales Teams/Organizations
- For Small Businesses
- For Startups
- For iPad Devices
- Forecasting
- Forms Automation
- Forms Management
- General Ledger
- Group Scheduling
- Hourly Billing
- In-Person Payments
- Interaction Tracking
- Invoice Creation
- Invoice History
- Invoice Management
- Invoice Processing
- Job Management
- Knowledge Base Management
- Lead Generation
- Lead Management
- Lead Qualification
- Live Chat
- Meeting Management
- Mobile Access
- Mobile App
- Mobile Payments
- Monitoring
- Multi-Channel Communication
- Multiple Projects
- Natural Language Processing
- No-Code
- Onboarding
- Online Booking
- Online Invoicing
- Online Payments
- Payment Gateway Integration
- Payment Processing
- Personalization and Recommendation
- Point of Sale (POS)
- Pre-built Templates
- Predictive Analytics
- Price and Cost Calculations
- Pricing Management
- Pricing and Cost Calculations
- Process Modeling & Designing
- Product Configurator
- Progress Tracking
- Project Billing
- Project Management
- Project Planning
- Project Planning/Scheduling
- Project Tracking
- Projections
- Proposal Generation
- Proposal Management
- Purchasing & Receiving
- Quotes/Estimates
- RFP Creation
- RFP Management
- Real-Time Data
- Real-Time Notifications
- Recurring Invoicing
- Recurring/Subscription Billing
- Referral Tracking
- Reminders
- Renewal Management
- Reporting & Statistics
- Reporting/Analytics
- Reporting/Project Tracking
- Room Booking
- Rules-Based Workflow
- Sales Pipeline Management
- Sales Trend Analysis
- Scheduling
- Search/Filter
- Signature Creation
- Signature Management
- Social Media Integration
- Source Tracking
- Specialty Contracts
- Status Tracking
- Summary Reports
- Task Editing
- Task Management
- Task Progress Tracking
- Task Scheduling
- Tax Calculation
- Team Collaboration
- Template Management
- Templates
- Third-Party Integrations
- Time & Expense Tracking
- Time Tracking
- Timer
- To-Do List
- Version Control
- Web-based Deployment
- Work Order Creation
- Workflow Automation
- Workflow Configuration
- Workflow Management
Integrations
- Total integrations39
- AWeber
- ActiveCampaign
- Acuity Scheduling
- Agile CRM
- Airtable
- Asana
- Aspire
- Avaza
- Basecamp
- BenchmarkONE
- Calendly
- Canva
- Chatfuel
- ClickFunnels
- ClickUp
- Close
- CoSchedule
- Cognito Forms
- Constant Contact
- Copper
- Drip
- Dropbox
- Dropbox Sign
- Emma by Marigold
- Evernote Teams
- FreshBooks
- Gong
- Google Analytics 360
- Google Calendar
- Google Contacts
- Google Docs
- Google Forms
- Gravity Forms
- Harvest
- Highrise
- Hive
- HubSpot CRM
- Keap
- Kit
- Klaviyo
- Mailshake
- MeisterTask
- Meta for Business
- Microsoft 365
- Microsoft Excel
- Microsoft Outlook
- Microsoft Teams
- Microsoft To Do
- Netskope One Platform
- Nimble
- Olark
- Ortto
- PayPal Payments
- Pipedrive
- Planning Pod
- Podio
- Prismm
- Process Street
- QuickBooks Enterprise
- QuickBooks Online
- QuickBooks Online Advanced
- Route4Me
- Salesflare
- Salesforce Platform
- Salesforce Sales Cloud
- Schedule it
- Shopify
- Slack
- Spiro
- Square for Retail
- Squarespace
- Streak
- Stripe Payments
- Teachable
- Teamwork.com
- Textmagic
- Thryv
- Todoist
- Toggl
- Trello
- Twilio
- Typeform
- Vidyard
- Wave
- WooCommerce
- WordPress
- Wrike
- Wufoo
- Xero
- Zapier
- Zoho Books
- Zoho CRM
- Zoho Mail
- iCloud
- monday AI Work Platform
- noCRM
- Total integrations77
- AWeber
- ActiveCampaign
- Acuity Scheduling
- Agile CRM
- Airtable
- Asana
- Aspire
- Avaza
- Basecamp
- BenchmarkONE
- Calendly
- Canva
- Chatfuel
- ClickFunnels
- ClickUp
- Close
- CoSchedule
- Cognito Forms
- Constant Contact
- Copper
- Drip
- Dropbox
- Dropbox Sign
- Emma by Marigold
- Evernote Teams
- FreshBooks
- Gong
- Google Analytics 360
- Google Calendar
- Google Contacts
- Google Docs
- Google Forms
- Gravity Forms
- Harvest
- Highrise
- Hive
- HubSpot CRM
- Keap
- Kit
- Klaviyo
- Mailshake
- MeisterTask
- Meta for Business
- Microsoft 365
- Microsoft Excel
- Microsoft Outlook
- Microsoft Teams
- Microsoft To Do
- Netskope One Platform
- Nimble
- Olark
- Ortto
- PayPal Payments
- Pipedrive
- Planning Pod
- Podio
- Prismm
- Process Street
- QuickBooks Enterprise
- QuickBooks Online
- QuickBooks Online Advanced
- Route4Me
- Salesflare
- Salesforce Platform
- Salesforce Sales Cloud
- Schedule it
- Shopify
- Slack
- Spiro
- Square for Retail
- Squarespace
- Streak
- Stripe Payments
- Teachable
- Teamwork.com
- Textmagic
- Thryv
- Todoist
- Toggl
- Trello
- Twilio
- Typeform
- Vidyard
- Wave
- WooCommerce
- WordPress
- Wrike
- Wufoo
- Xero
- Zapier
- Zoho Books
- Zoho CRM
- Zoho Mail
- iCloud
- monday AI Work Platform
- noCRM
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