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Proposify vs Odoo 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.
A fully integrated cloud solution to MRP, Quality, Maintenance, and PLM.
- 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
No videos yet
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 app4.2
1.3K
5
4
3
2
1
707
403
103
38
90
- Value for money
- Ease of use
- Features
- Customer support
72%
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
“CRM, sales, invoicing, accounting, inventory, purchasing and other modules can all work together, which reduces the need for multiple separate systems and manual data entry.”
Samuel K.
Training Manager
“It integrates CRM, sales, accounting, inventory, HR, and project management into a single platform, which reduces the need for multiple software tools.”
Junaid T.
Head of Business and Administration
“Information flows are automated to the extreme: a customer order instantly triggers an inventory update and prepares the corresponding invoice without any duplicate data entry.”
HH
Heather H.
Marketing and Communications Executive
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
“After disputing the fee, our database access was shut down/restricted, forcing us into an extremely difficult position operationally. After the database was restored, we began having issues with our email-fetch services and incoming emails were no longer properly entering the system.”
Brian B.
President
“I had to invest a massive amount of time configuring the tool so that it aligned precisely with my specific business processes, and I have sometimes encountered frustrating bugs after major system updates.”
PK
Patrick K.
Vice President at JPK and Associates, Inc.
“Then we had to engage a specialist to upload, populate and be able to use it only to find they wanted to charge an extra 5k pa for the work we paid for to do its job”
GC
Gene C.
director
- Vendor responds to reviews
- Last review6 months ago
- Vendor responds to reviews
- Last review8 days ago
Key features
- Total features65
- 360 Degree Feedback
- ACH Payment Processing
- API
- Access Controls/Permissions
- Accounting
- Accounting Integration
- Accounts Payable
- Accounts Receivable
- Activity Dashboard
- Activity Tracking
- Agile Methodologies
- Aging Tracking
- Alerts/Escalation
- Alerts/Notifications
- Applicant Tracking
- Approval Process Control
- Approval Workflow
- Asset Lifecycle Management
- Asset Tracking
- Audit Management
- Audit Trail
- Automated Quoting
- Automated Routing
- Automated Scheduling
- Automatic Billing
- Automatic Formatting
- Autoresponders
- BOM Creation
- Backorder Management
- Bank Reconciliation
- Bar Chart
- Barcode Recognition
- Barcode/Ticket Scanning
- Barcoding/RFID
- Batch Processing
- Benefits Management
- Bid Management
- Bill of Material Analysis
- Billing & Invoicing
- Billing Portal
- Bills of Material
- Budget Management
- Budgeting/Forecasting
- CRM
- Calendar Management
- Calendar Sync
- Calendar/Reminder System
- Campaign Management
- Cancellation Management
- Capacity Planning
- Cash Management
- Catalog Management
- Change Management
- Chat/Messaging
- Check Writing
- Client Management
- Client Portal
- Collaboration Tools
- Color Codes/Icons
- Commenting/Notes
- Compatibility Testing
- Compensation Management
- Compliance Management
- Compliance Tracking
- Configurable Workflow
- Contact Database
- Contact Management
- Content Library
- Content Management
- Contingency Billing
- Contract Drafting
- Contract/License Management
- Cost Tracking
- Cost-to-Completion Tracking
- Credit Card Processing
- Custom Development
- Customer Database
- Customer History
- Customer Portal
- Customer Segmentation
- Customizable Branding
- Customizable Fields
- Customizable Forms
- Customizable Invoices
- Customizable Reports
- Customizable Templates
- Dashboard
- Data Extraction
- Data Import/Export
- Data Modeling
- Data Synchronization
- Data Visualization
- Debugging
- Delivery Management
- Delivery Tracking
- Demand Forecasting
- Deployment Management
- Design Management
- Digital Signature
- Discount Management
- Dispatch Management
- Distribution Management
- Document Automation
- Document Generation
- Document Management
- Document Review
- Document Storage
- Document Templates
- Drag & Drop
- Duplicate Payment Alert
- EDI
- Electronic Payments
- Electronic Signature
- Email Management
- Email Marketing
- Email Templates
- Email Tracking
- Employee Database
- Employee Management
- Enrollments/Onboarding
- Enterprise Asset Management
- Equipment Maintenance
- Equipment Tracking
- Expense Claims
- Expense Tracking
- Feedback Management
- File Sharing
- Financial Management
- Financial Reporting
- Fixed Asset Management
- Fleet Management
- For Metal Fabrication
- For Restaurants
- For Sales Teams/Organizations
- For Small Businesses
- For Startups
- For iPad Devices
- Forecasting
- Forms Management
- Fuel Management
- Full Text Search
- Fund Accounting
- GPS
- Gamification
- Gantt/Timeline View
- General Ledger
- Gift Card Management
- Graphical User Interface
- HR Management
- Historical Reporting
- Hourly Billing
- Idea Management
- Income & Balance Sheet
- Integrated Business Operations
- Integrated Development Environment
- Interaction Tracking
- Internal Chat Integration
- Inventory Auditing
- Inventory Control
- Inventory Management
- Inventory Optimization
- Inventory Replenishment
- Inventory Tracking
- Invoice Creation
- Invoice History
- Invoice Management
- Invoice Processing
- Issue Management
- Item Management
- Job Management
- Kanban Board
- Kitting
- Knowledge Base Management
- Knowledge Management
- Landing Pages/Web Forms
- Lead Capture
- Lead Distribution
- Lead Generation
- Lead Management
- Lead Qualification
- Lead Segmentation
- Learning & Development
- Lifecycle Management
- Live Chat
- Loyalty Program
- Maintenance Management
- Maintenance Scheduling
- Manufacturing Inventory Management
- Manufacturing Planning
- Marketing Automation
- Material Requirements Planning
- Payment Processing
- Pre-built Templates
- Price and Cost Calculations
- Pricing Management
- Pricing and Cost Calculations
- Product Configurator
- Proposal Generation
- Quotes/Estimates
- RFP Management
- Real-Time Data
- Real-Time Notifications
- Reminders
- Renewal Management
- Reporting & Statistics
- Reporting/Analytics
- 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
- eCommerce Management
- Total features180
- 360 Degree Feedback
- ACH Payment Processing
- API
- Access Controls/Permissions
- Accounting
- Accounting Integration
- Accounts Payable
- Accounts Receivable
- Activity Dashboard
- Activity Tracking
- Agile Methodologies
- Aging Tracking
- Alerts/Escalation
- Alerts/Notifications
- Applicant Tracking
- Approval Process Control
- Approval Workflow
- Asset Lifecycle Management
- Asset Tracking
- Audit Management
- Audit Trail
- Automated Quoting
- Automated Routing
- Automated Scheduling
- Automatic Billing
- Automatic Formatting
- Autoresponders
- BOM Creation
- Backorder Management
- Bank Reconciliation
- Bar Chart
- Barcode Recognition
- Barcode/Ticket Scanning
- Barcoding/RFID
- Batch Processing
- Benefits Management
- Bid Management
- Bill of Material Analysis
- Billing & Invoicing
- Billing Portal
- Bills of Material
- Budget Management
- Budgeting/Forecasting
- CRM
- Calendar Management
- Calendar Sync
- Calendar/Reminder System
- Campaign Management
- Cancellation Management
- Capacity Planning
- Cash Management
- Catalog Management
- Change Management
- Chat/Messaging
- Check Writing
- Client Management
- Client Portal
- Collaboration Tools
- Color Codes/Icons
- Commenting/Notes
- Compatibility Testing
- Compensation Management
- Compliance Management
- Compliance Tracking
- Configurable Workflow
- Contact Database
- Contact Management
- Content Library
- Content Management
- Contingency Billing
- Contract Drafting
- Contract/License Management
- Cost Tracking
- Cost-to-Completion Tracking
- Credit Card Processing
- Custom Development
- Customer Database
- Customer History
- Customer Portal
- Customer Segmentation
- Customizable Branding
- Customizable Fields
- Customizable Forms
- Customizable Invoices
- Customizable Reports
- Customizable Templates
- Dashboard
- Data Extraction
- Data Import/Export
- Data Modeling
- Data Synchronization
- Data Visualization
- Debugging
- Delivery Management
- Delivery Tracking
- Demand Forecasting
- Deployment Management
- Design Management
- Digital Signature
- Discount Management
- Dispatch Management
- Distribution Management
- Document Automation
- Document Generation
- Document Management
- Document Review
- Document Storage
- Document Templates
- Drag & Drop
- Duplicate Payment Alert
- EDI
- Electronic Payments
- Electronic Signature
- Email Management
- Email Marketing
- Email Templates
- Email Tracking
- Employee Database
- Employee Management
- Enrollments/Onboarding
- Enterprise Asset Management
- Equipment Maintenance
- Equipment Tracking
- Expense Claims
- Expense Tracking
- Feedback Management
- File Sharing
- Financial Management
- Financial Reporting
- Fixed Asset Management
- Fleet Management
- For Metal Fabrication
- For Restaurants
- For Sales Teams/Organizations
- For Small Businesses
- For Startups
- For iPad Devices
- Forecasting
- Forms Management
- Fuel Management
- Full Text Search
- Fund Accounting
- GPS
- Gamification
- Gantt/Timeline View
- General Ledger
- Gift Card Management
- Graphical User Interface
- HR Management
- Historical Reporting
- Hourly Billing
- Idea Management
- Income & Balance Sheet
- Integrated Business Operations
- Integrated Development Environment
- Interaction Tracking
- Internal Chat Integration
- Inventory Auditing
- Inventory Control
- Inventory Management
- Inventory Optimization
- Inventory Replenishment
- Inventory Tracking
- Invoice Creation
- Invoice History
- Invoice Management
- Invoice Processing
- Issue Management
- Item Management
- Job Management
- Kanban Board
- Kitting
- Knowledge Base Management
- Knowledge Management
- Landing Pages/Web Forms
- Lead Capture
- Lead Distribution
- Lead Generation
- Lead Management
- Lead Qualification
- Lead Segmentation
- Learning & Development
- Lifecycle Management
- Live Chat
- Loyalty Program
- Maintenance Management
- Maintenance Scheduling
- Manufacturing Inventory Management
- Manufacturing Planning
- Marketing Automation
- Material Requirements Planning
- Payment Processing
- Pre-built Templates
- Price and Cost Calculations
- Pricing Management
- Pricing and Cost Calculations
- Product Configurator
- Proposal Generation
- Quotes/Estimates
- RFP Management
- Real-Time Data
- Real-Time Notifications
- Reminders
- Renewal Management
- Reporting & Statistics
- Reporting/Analytics
- 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
- eCommerce Management
Integrations
- Total integrations39
- ActiveCampaign
- Adobe Commerce
- Adyen
- Agile CRM
- Airtable
- Asana
- Aspire
- Basecamp
- Close
- Copper
- Dropbox
- FedEx Ship Manager
- FreshBooks
- Gong
- Google Translate
- Gravity Forms
- Harvest
- Highrise
- HubSpot CRM
- Joomla
- Keap
- Meta for Business
- Microsoft Outlook
- Microsoft Teams
- Netskope One Platform
- Nimble
- Olark
- PayPal Payments
- Pipedrive
- Podio
- QuickBooks Online Advanced
- Salesflare
- Salesforce Platform
- Slack
- Spiro
- Streak
- Stripe Payments
- Trello
- Typeform
- Vidyard
- Wufoo
- Xero
- Zapier
- Zoho Books
- Zoho CRM
- authorize.net
- monday AI Work Platform
- noCRM
- Total integrations12
- ActiveCampaign
- Adobe Commerce
- Adyen
- Agile CRM
- Airtable
- Asana
- Aspire
- Basecamp
- Close
- Copper
- Dropbox
- FedEx Ship Manager
- FreshBooks
- Gong
- Google Translate
- Gravity Forms
- Harvest
- Highrise
- HubSpot CRM
- Joomla
- Keap
- Meta for Business
- Microsoft Outlook
- Microsoft Teams
- Netskope One Platform
- Nimble
- Olark
- PayPal Payments
- Pipedrive
- Podio
- QuickBooks Online Advanced
- Salesflare
- Salesforce Platform
- Slack
- Spiro
- Streak
- Stripe Payments
- Trello
- Typeform
- Vidyard
- Wufoo
- Xero
- Zapier
- Zoho Books
- Zoho CRM
- authorize.net
- monday AI Work Platform
- noCRM
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