What users are saying about
12 Ratings
44 Ratings
12 Ratings
<a href='https://www.trustradius.com/static/about-trustradius-scoring' target='_blank' rel='nofollow noopener'>trScore algorithm: Learn more.</a>
Score 7.7 out of 100
44 Ratings
<a href='https://www.trustradius.com/static/about-trustradius-scoring' target='_blank' rel='nofollow noopener'>trScore algorithm: Learn more.</a>
Score 7.4 out of 100

Feature Set Ratings

    Proposal Creation & Organization

    HotDocs

    Feature Set Not Supported
    N/A
    4.6

    Proposify

    46%
    Proposify ranks higher in 5/5 features

    Proposal branding

    N/A
    0 Ratings
    6.5
    65%
    21 Ratings

    Proposal templates

    N/A
    0 Ratings
    5.8
    58%
    21 Ratings

    Proposal content library updates

    N/A
    0 Ratings
    4.9
    49%
    18 Ratings

    Guided proposal creation

    N/A
    0 Ratings
    1.0
    10%
    1 Rating

    Searchable proposal database

    N/A
    0 Ratings
    4.9
    49%
    21 Ratings

    Proposal Collaboration & Workflow

    HotDocs

    Feature Set Not Supported
    N/A
    4.2

    Proposify

    42%
    Proposify ranks higher in 4/4 features

    Proposal collaboration & approval

    N/A
    0 Ratings
    5.2
    52%
    19 Ratings

    User permissions/proposal editing controls

    N/A
    0 Ratings
    5.2
    52%
    18 Ratings

    Sales proposal workflow

    N/A
    0 Ratings
    5.4
    54%
    18 Ratings

    Proposal automation user interface

    N/A
    0 Ratings
    1.0
    10%
    1 Rating

    Proposal Delivery

    HotDocs

    Feature Set Not Supported
    N/A
    5.3

    Proposify

    53%
    Proposify ranks higher in 3/3 features

    Proposal distribution

    N/A
    0 Ratings
    5.6
    56%
    19 Ratings

    Interactive proposals

    N/A
    0 Ratings
    4.6
    46%
    20 Ratings

    Proposal content tracking

    N/A
    0 Ratings
    5.8
    58%
    20 Ratings

    Attribute Ratings

    • HotDocs is rated higher in 2 areas: Likelihood to Recommend, Support Rating
    • Proposify is rated higher in 1 area: Usability

    Likelihood to Recommend

    7.4

    HotDocs

    74%
    9 Ratings
    5.5

    Proposify

    55%
    21 Ratings

    Likelihood to Renew

    HotDocs

    N/A
    0 Ratings
    1.0

    Proposify

    10%
    2 Ratings

    Usability

    5.0

    HotDocs

    50%
    1 Rating
    8.3

    Proposify

    83%
    3 Ratings

    Support Rating

    8.2

    HotDocs

    82%
    3 Ratings
    7.7

    Proposify

    77%
    7 Ratings

    Implementation Rating

    4.0

    HotDocs

    40%
    2 Ratings

    Proposify

    N/A
    0 Ratings

    Likelihood to Recommend

    AbacusNext

    It is well suited in the organisations which deals with lots of paper work like legal, teaching, research, etc as they need similar kind of documents again and again. In a typical office set up it is of great use by human resource, marketing and legal department. Hot docs is not suitable if you have a proprietary or solo business as it do not caters to them.
    Read full review

    Proposify

    It is costly to properly set up Proposify and retain its use ongoing. If you have a plan to implement your proposals you can get some good cost-saving use from it. I cannot stress enough to have your assets, graphics, and snippets ready before you start. I also recommend that you fully understand templates and asset library or you will quickly be overwriting templates and themes with client-specific verbiage.
    Read full review

    Pros

    AbacusNext

    • Personalized training. We were able to get an expert on a video call who walked us through solutions to each of our unique problems (i.e. all fifty states have different notary blocks, how can we auto-populate it when the state of the deal is selected?).
    • Team access. Multiple people can work with the templates at once, thus allowing the members of our team who deal with financials to work on their documents while others focus on the organizational and legal documents.
    • Once you have successfully drafted your templates, it runs incredibly smooth (barring any minor hiccups that happen with software updates) and efficiently.
    Read full review

    Proposify

    • TEMPLATES: The ability to work from customizable yet standardized templates allow for a consistent end-user experience for our clients, and elevates the perceived professionalism of our sales team.
    • ANALYTICS: Unlike merely sending estimates or proposals via email, the tracking analytics available within Proposify's dashboard not only enables our project managers to more strategically engage with clients, but also gives our upper management an objective way to track the effectiveness of our sales team.
    • EASE-OF-USE: Overall, Proposify's platform is easy to use and the UX is intuitive enough that the learning curve to use it is minimal.
    Read full review

    Cons

    AbacusNext

    • Most HotDocs templates demand high-level code. This includes complicated Word codes
    • Using HotDocs is incredibly user-friendly. Creating and maintaining templates is a programming task
    Read full review

    Proposify

    • Export into Word would be useful
    • SFDC integration sometimes doesn’t seem to search/find contacts/opps perfectly
    • Some of controls (editing proposals and templates) could be more clear/intuitive
    • Difficult for businesses where redlined contracts/proposals may find this software does not support client/vendor collaboration
    Read full review

    Pricing Details

    HotDocs

    Starting Price

    $0

    Editions & Modules

    HotDocs editions and modules pricing
    EditionModules
    Basic251
    EnterpriseContact sales team2

    Footnotes

    1. per user/per month
    2. none

    Offerings

    Free Trial
    Free/Freemium Version
    Premium Consulting/Integration Services

    Entry-level set up fee?

    No setup fee

    Additional Details

    Proposify

    Starting Price

    $0 per month

    Editions & Modules

    Proposify editions and modules pricing
    EditionModules

    Footnotes

      Offerings

      Free Trial
      Free/Freemium Version
      Premium Consulting/Integration Services

      Entry-level set up fee?

      Optional

      Additional Details

      Get a free trial version of our Team Plan for 14 days. You're welcome to switch to our Free plan if you need more time with the product. No credit card required. No contracts. Pick the plan that meets your needs when you're ready.

      Likelihood to Renew

      AbacusNext

      No answers on this topic

      Proposify

      We require a fair amount of back and forth of editing so this tool while helpful is not ideal for us
      Read full review

      Usability

      AbacusNext

      Could be more intuitive - could even "suggest" fill-ins with the option to take or not take the suggestion.
      Read full review

      Proposify

      Overall it's great. There's definitely a learning curve, and I wish that some things were easier to use. For example, changing images isn't the easiest thing to do in it, but I'd love to be able to quickly add and change header images in my proposals. So far I've figured it out, but each time I do it I forget how it's done since it's not intuitive.
      Read full review

      Support Rating

      AbacusNext

      I haven't had to contact HotDocs very often for support. I suppose I rated them mid-level simply because I would like to see more online training options or white papers to view to assist with learning. I want to understand how to do something versus having it done for me.
      Read full review

      Proposify

      I've actually never used Proposify support, so I'm unable to speak about it. I suppose that's a good thing. If I did need to use it, I would hope that they'd be responsive and intelligent, but, again, since everything has worked smoothly I don't really know how the support functions or how good it is.
      Read full review

      Implementation Rating

      AbacusNext

      If you use WordPerfect X9 - choose"no word-processing software."
      Read full review

      Proposify

      No answers on this topic

      Alternatives Considered

      AbacusNext

      I haven't evaluated other products. We are so used to HotDocs that it would be difficult for us to switch to something else. We continue to use HotDocs because switching cost is high once you have already started. Be careful before beginning to use this program, as it is hard to breakaway.
      Read full review

      Proposify

      Proposify stacks up well against its competitors. We tested all of these platforms. We found Proposify to be amongst the leaders in the look and feel of the software as well as the quality of the documents. Where Proposify lacked in comparison to Conga and PandaDoc was in its integration into Salesforce CPQ.
      Read full review

      Return on Investment

      AbacusNext

      • Time savings by employees when generating documents mean better ROI efficiency for labor.
      • Faster, more accurate turnaround for documents needing to be generated from templates.
      • Large capital expenditure depending on the number of users and developers.
      Read full review

      Proposify

      • The detailed proposal has saved me time explaining a game plan to potential clients.
      • They have customizable tables where the client can choose how many of a certain item they desire. For instance, if they want to buy graphics from you, they can choose how many. This allows for increasing profits by putting the choice in the customer's hand.
      • When you send a contract you are alerted when a customer views the proposal. This has saved me time and money trying to go back and forth with my customers.
      Read full review

      Screenshots

      Add comparison