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QuoteWerks vs Proposify Comparison (2026)
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Good recommendations?
QuoteWerks
5
133
4
47
3
8
2
3
1
1
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
Proposify
5
189
4
74
3
21
2
5
1
10
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
Overview
QuoteWerks CPQ automates the sales process creating Quotes and Proposals integrating with CRM and Accounting Solutions. Know when quotes are viewed & e-Signed
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.
- 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
4.6
192
5
4
3
2
1
133
47
8
3
1
- Value for money
- Ease of use
- Features
- Customer support
4.4
299
5
4
3
2
1
189
74
21
5
10
- Value for money
- Ease of use
- Features
- Customer support
Pros
Zoe H.
Business Analyst
Zoe H.
Business Analyst
Moses N.
CEO
Pros
Elon E.
Project Finance
Elon E.
Project Finance
Mohamed F.
eng
Cons
Tracey L.
Partner
Tracey L.
Partner
Anthony A.
Software Engineer
Cons
Kelly F.
Executive Administrator
Ryan G.
Owner
Julie V.
General Manager
- Vendor responds to reviews
- Last review6 months ago
- Vendor responds to reviews
- Last review6 months ago
Key features
- Total features103
- AI Copilot
- AI Text Generation
- API
- Access Controls/Permissions
- Accounting Integration
- Activity Dashboard
- Activity Tracking
- Alerts/Notifications
- Approval Process Control
- Approval Workflow
- Assembly and Approval Workflows
- Audit Trail
- Automated Quoting
- Automatic Formatting
- Billing & Invoicing
- Bills of Material
- CPQ Integration
- CRM
- CRM Integration
- Calendar Management
- Catalog Management
- Channel Partner Support
- Chat/Messaging
- Client Portal
- Collaboration Tools
- Collaborative Creation
- Commerical Rules
- Compliance Tracking
- Configurable Workflow
- Configuration Ease of Admin
- Configuration Rules
- Contact Management
- Content Library
- Content Management
- Contract Drafting
- Contract/License Management
- Contracts
- Customer History
- Customizability: Variables and Fields
- Customizable Branding
- Customizable Fields
- Customizable Reports
- Customizable Templates
- Data Import/Export
- Data Visualization
- Digital Signature
- Discount Management
- Discounting
- Document Automation
- Document Builder Interface
- Document Generation
- Document Management
- Document Review
- Document Storage
- Document Templates
- Drag & Drop
- Dynamic Pricing
- Dynamic Quoting
- ERP integration
- Electronic Payments
- Electronic Signature
- Email Management
- Engagement Tracking
- Estimating
- For Sales Teams/Organizations
- Forecasting
- Generative AI
- Grouping
- Guided Selling
- Internationalization
- Knowledge Base Management
- Mobile User Support
- Multi-Currency
- Online Document Creation
- Order Management
- Ordering
- PDF Creation
- Payment Processing
- Personalized Sale Recommendations
- Pre-built Templates
- Price Configuration
- Price and Cost Calculations
- Price/Margin Management
- Pricing Administration
- Pricing Flexibility
- Pricing Management
- Pricing and Cost Calculations
- Product Catalog
- Product Configurator
- Progress Tracking
- Project Management
- Projections
- Proposal Effectiveness Reporting
- Proposal Generation
- Quotes/Estimates
- RFP Creation
- RFP Management
- Real-Time Data
- Real-Time Notifications
- Reminders
- Renewal Management
- Renewals
- Reporting & Statistics
- Reporting and Dashboards
- Reporting/Analytics
- Rich Media
- Rules Engine
- Sales Automation
- Sales Trend Analysis
- Scalability
- Search/Filter
- Self Service Portal
- Specialty Contracts
- Status Tracking
- Task Management
- Team Collaboration
- Template Management
- Templates
- Terms and Conditions
- Third-Party Integrations
- User, Role, and Access Management
- Version Control
- Visual Configuration
- Workflow Automation
- Workflow Management
- eCommerce
- Total features69
- AI Copilot
- AI Text Generation
- API
- Access Controls/Permissions
- Accounting Integration
- Activity Dashboard
- Activity Tracking
- Alerts/Notifications
- Approval Process Control
- Approval Workflow
- Assembly and Approval Workflows
- Audit Trail
- Automated Quoting
- Automatic Formatting
- Billing & Invoicing
- Bills of Material
- CPQ Integration
- CRM
- CRM Integration
- Calendar Management
- Catalog Management
- Channel Partner Support
- Chat/Messaging
- Client Portal
- Collaboration Tools
- Collaborative Creation
- Commerical Rules
- Compliance Tracking
- Configurable Workflow
- Configuration Ease of Admin
- Configuration Rules
- Contact Management
- Content Library
- Content Management
- Contract Drafting
- Contract/License Management
- Contracts
- Customer History
- Customizability: Variables and Fields
- Customizable Branding
- Customizable Fields
- Customizable Reports
- Customizable Templates
- Data Import/Export
- Data Visualization
- Digital Signature
- Discount Management
- Discounting
- Document Automation
- Document Builder Interface
- Document Generation
- Document Management
- Document Review
- Document Storage
- Document Templates
- Drag & Drop
- Dynamic Pricing
- Dynamic Quoting
- ERP integration
- Electronic Payments
- Electronic Signature
- Email Management
- Engagement Tracking
- Estimating
- For Sales Teams/Organizations
- Forecasting
- Generative AI
- Grouping
- Guided Selling
- Internationalization
- Knowledge Base Management
- Mobile User Support
- Multi-Currency
- Online Document Creation
- Order Management
- Ordering
- PDF Creation
- Payment Processing
- Personalized Sale Recommendations
- Pre-built Templates
- Price Configuration
- Price and Cost Calculations
- Price/Margin Management
- Pricing Administration
- Pricing Flexibility
- Pricing Management
- Pricing and Cost Calculations
- Product Catalog
- Product Configurator
- Progress Tracking
- Project Management
- Projections
- Proposal Effectiveness Reporting
- Proposal Generation
- Quotes/Estimates
- RFP Creation
- RFP Management
- Real-Time Data
- Real-Time Notifications
- Reminders
- Renewal Management
- Renewals
- Reporting & Statistics
- Reporting and Dashboards
- Reporting/Analytics
- Rich Media
- Rules Engine
- Sales Automation
- Sales Trend Analysis
- Scalability
- Search/Filter
- Self Service Portal
- Specialty Contracts
- Status Tracking
- Task Management
- Team Collaboration
- Template Management
- Templates
- Terms and Conditions
- Third-Party Integrations
- User, Role, and Access Management
- Version Control
- Visual Configuration
- Workflow Automation
- Workflow Management
- eCommerce
Integrations
- Total integrations25
- Act!
- ActiveCampaign
- Agile CRM
- Airtable
- Amazon EC2
- Asana
- Aspire
- Autotask PSA
- Basecamp
- Close
- Clover
- ConnectWise PSA
- Copper
- Drift
- Dropbox
- FedEx Ship Manager
- FreshBooks
- Gmail
- Gong
- Google Contacts
- Google Drive
- Gravity Forms
- HaloPSA
- Harvest
- Highrise
- HubSpot CRM
- Kaseya BMS
- Keap
- Maximizer CRM
- Microsoft Azure
- Microsoft Excel
- Microsoft Outlook
- Microsoft Teams
- Microsoft Word
- NMI Payments
- Netskope One Platform
- Nimble
- Nutshell
- Olark
- Pipedrive
- Podio
- QuickBooks Online
- QuickBooks Online Advanced
- Sage 50 Accounting
- Salesflare
- Salesforce Platform
- Salesforce Sales Cloud
- Slack
- Spiro
- Streak
- Stripe
- Stripe Billing
- Trello
- Typeform
- Vidyard
- Wufoo
- Xero
- Zapier
- Zendesk Sell
- Zoho Books
- Zoho CRM
- authorize.net
- monday AI Work Platform
- noCRM
- Total integrations44
- Act!
- ActiveCampaign
- Agile CRM
- Airtable
- Amazon EC2
- Asana
- Aspire
- Autotask PSA
- Basecamp
- Close
- Clover
- ConnectWise PSA
- Copper
- Drift
- Dropbox
- FedEx Ship Manager
- FreshBooks
- Gmail
- Gong
- Google Contacts
- Google Drive
- Gravity Forms
- HaloPSA
- Harvest
- Highrise
- HubSpot CRM
- Kaseya BMS
- Keap
- Maximizer CRM
- Microsoft Azure
- Microsoft Excel
- Microsoft Outlook
- Microsoft Teams
- Microsoft Word
- NMI Payments
- Netskope One Platform
- Nimble
- Nutshell
- Olark
- Pipedrive
- Podio
- QuickBooks Online
- QuickBooks Online Advanced
- Sage 50 Accounting
- Salesflare
- Salesforce Platform
- Salesforce Sales Cloud
- Slack
- Spiro
- Streak
- Stripe
- Stripe Billing
- Trello
- Typeform
- Vidyard
- Wufoo
- Xero
- Zapier
- Zendesk Sell
- Zoho Books
- Zoho CRM
- authorize.net
- monday AI Work Platform
- noCRM
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