Proposify vs HoneyBook

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

Owner

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

Software Engineer

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

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

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 Automation

Workflow Management

Some users say Proposify offers good value due to time-saving features and automatic pricing updates, and reviewers appreciate the justified cost. However, some reviewers feel proposal limits and high costs are restrictive, especially for small businesses.

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 options. Reviewers say formatting text, headings, and tables is often inconsistent and unreliable, with frequent issues when collaborating as a team. They indicate that formatting buttons behave unpredictably, layouts change between web and PDF versions, and making simple adjustments like font changes or line spacing is challenging. Users report that the formatting process can be confusing, time-consuming, and sometimes requires starting over to resolve persistent errors, making document preparation more difficult.

Frequent glitches and software bugs

91% of reviewers feel negative about Proposify’s stability due to bugs and glitches. Reviewers report experiencing random changes, crashes, and lost data, which disrupt their workflow and cause frustration. They indicate that issues like blank page loads, glitches in the user interface, and unexpected behavior are common, sometimes requiring repeated troubleshooting or refreshes. Users say that frequent bugs make the software feel unreliable and time-consuming to use, detracting from their overall productivity and confidence in the platform.

Cumbersome text editing experience

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 functionality. Reviewers indicate that editing text can be frustrating due to clunky navigation, frequent glitches, and a lack of intuitive controls. They say issues like buggy autosave, problematic undo features, and difficulty managing text boxes often lead to lost work or require repeated actions. Users report that editing across pages, spellchecking, and basic word processing tasks are less seamless compared to other software, and they find the overall editing experience inefficient and time-consuming.

Enhanced client engagement tools

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 features. Reviewers appreciate the platform’s ability to personalize communications, segment clients, and monitor interactions, which they say leads to stronger client relationships and higher sales effectiveness. They indicate that tools like service selection checkboxes, project tracking, and automated information fields improve efficiency and make client experiences more engaging. Users report that clients find the interface intuitive and enjoyable, and they value the positive feedback received from clients regarding proposal quality and ease of access.

Seamless diGital signature experience

91% of reviewers feel positive about Proposify’s signature functionality. Reviewers appreciate the built-in e-signature feature, which allows clients to sign proposals directly online without needing third-party tools. They indicate that the signature process is straightforward for both senders and recipients, saving time and simplifying contract finalization. Users report that clients frequently comment on the convenience and professionalism of digital signing, and they value automated reminders and tracking for outstanding signatures. They find the signature workflow reliable and essential for closing deals efficiently.

Time-saving professional templates

91% of reviewers feel positive about Proposify’s templates. Reviewers appreciate having a wide variety of visually appealing, customizable templates that save significant time during proposal creation. They indicate that the templates help maintain a professional look, support branding, and are easy to modify for different industries or clients. Users say the ability to reuse templates and content snippets streamlines their workflow and makes onboarding new team members easier. They find the template library comprehensive and helpful for quickly getting started, and value the consistent, polished appearance it brings to their proposals.

Efficient proposal creation process

89% of reviewers feel positive about Proposify’s proposal creation capabilities. Reviewers appreciate being able to quickly generate professional, customizable proposals using pre-made templates and a content library. They indicate that features like proposal duplication, dynamic options, and real-time client activity tracking help them tailor documents and follow up effectively. Users say the platform streamlines their workflow, reduces manual effort, and improves their ability to close deals. They value the integration with sales pipelines and the ability to monitor client engagement for more informed sales strategies.

Project Finance

For example, this reduces errors, shortens turnaround time, and improves close rates.

In more customized sales environments, setup discipline is important.

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.

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.

Account Executive

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

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 Sales

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

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.   

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

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.

The document tracking was kind of cool, too!

Sales Operations Support

This discourages my colleagues from using Proposify.

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

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

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.

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.

Senior Solution Executive

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

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.

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

Director of Operations

Notification of when a proposal is won or lost

Administrator

There are so many glitches in the program.

Constantly increasing sales and satisfaction of both clients and professionals

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.

Director

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

Accountant

The software makes document management easy

Consultant/Trainer

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

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

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.

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

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

Buggy, difficult to use, terrible service

Proposals

Deal Closing

Client Management

Training and Learning Curve

Signatures

Text Editing

Professional Appearance

Customization

Small Business

Mid-size Business

Large Enterprises

Freelancers

Proposify Inc.

PayPal

PayPal provides an end-to-end suite of tools that can integrate with a business's existing systems and service providers. Its network of shoppers and businesses provides AI-driven data insights to help businesses reach new customers and drive results.

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.

Say hello to the only proposal you’ll ever need.
Invoice, agreement, and payment are together at last. That means a seamless experience for your clients—and more cha-ching for you.  Professional, beautiful templates and smart notifications make it easy for clients to say yes.

Proposify vs HoneyBook Comparison (2026)

Proposify

HoneyBook

Overview

Video & Screenshots

Pricing

User reviews

Key features

Integrations

Alternatives