Proposify vs. Zoho Sign

Overview
ProductRatingMost Used ByProduct SummaryStarting Price
Proposify
Score 7.5 out of 10
N/A
Proposify is an online proposal software designed to give users control and visibility into the most important stage of a sales process: the close. From deal design to sign-off, the vendor states users get the confidence and flexibility to dominate deals, and further states users will: Create impressive sales documents that stay consistent and error-free. Receive the insights to scale a process, make timely engagements, and accurately…
$0
per month
Zoho Sign
Score 8.7 out of 10
Small Businesses (1-50 employees)
Zoho Sign is a digital signing service that lets you execute contracts quickly without the hassles of transporting paper documents while ensuring security and legality. It works completely on cloud and integrates readily with your everyday apps. According to the vendor, Zoho Sign is perfect for anyone who needs to sign business documents but widely used for HR, legal, finance, HR, and sales functions. Documents that can be signed include:…
$0
per user
Pricing
ProposifyZoho Sign
Editions & Modules
No answers on this topic
Free
$0.00
per user
Standard
$10.00
per user/ month
Professional
$15.00
per user/ month
Offerings
Pricing Offerings
ProposifyZoho Sign
Free Trial
YesNo
Free/Freemium Version
YesYes
Premium Consulting/Integration Services
YesNo
Entry-level Setup FeeOptional$10 per user
Additional DetailsGet 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.
More Pricing Information
Features
ProposifyZoho Sign
Proposal Creation & Organization
Comparison of Proposal Creation & Organization features of Product A and Product B
Proposify
6.4
23 Ratings
21% below category average
Zoho Sign
-
Ratings
Proposal branding8.123 Ratings00 Ratings
Proposal templates7.923 Ratings00 Ratings
Proposal content library updates6.519 Ratings00 Ratings
Guided proposal creation3.12 Ratings00 Ratings
Searchable proposal database6.323 Ratings00 Ratings
Proposal Collaboration & Workflow
Comparison of Proposal Collaboration & Workflow features of Product A and Product B
Proposify
4.6
22 Ratings
55% below category average
Zoho Sign
-
Ratings
Proposal collaboration & approval6.521 Ratings00 Ratings
User permissions/proposal editing controls3.819 Ratings00 Ratings
Sales proposal workflow5.119 Ratings00 Ratings
Proposal automation user interface3.12 Ratings00 Ratings
Proposal Delivery
Comparison of Proposal Delivery features of Product A and Product B
Proposify
6.4
23 Ratings
22% below category average
Zoho Sign
-
Ratings
Proposal distribution7.921 Ratings00 Ratings
Interactive proposals4.521 Ratings00 Ratings
Proposal content tracking6.722 Ratings00 Ratings
Best Alternatives
ProposifyZoho Sign
Small Businesses
QuoteWerks
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Score 9.2 out of 10
PDFfiller
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Score 9.0 out of 10
Medium-sized Companies
QuoteWerks
QuoteWerks
Score 9.2 out of 10
MSB Docs
MSB Docs
Score 9.6 out of 10
Enterprises
Conga CPQ
Conga CPQ
Score 7.9 out of 10
Box
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Score 8.5 out of 10
All AlternativesView all alternativesView all alternatives
User Ratings
ProposifyZoho Sign
Likelihood to Recommend
7.5
(23 ratings)
9.0
(5 ratings)
Likelihood to Renew
1.0
(2 ratings)
-
(0 ratings)
Usability
8.3
(3 ratings)
-
(0 ratings)
Support Rating
7.7
(5 ratings)
-
(0 ratings)
User Testimonials
ProposifyZoho Sign
Likelihood to Recommend
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.
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Zoho
great for sending out duplicate forms to clients that require a signature, this is fine when you do not have to keep changing details on the form. What is limited is if we need to change elements that need to be signed or remove elements as the original form is loaded up as a Word document or PDF. There are a variety of selection options to ensure that the data fields can be customized to font color and size number of characters etc.
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Pros
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.
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Zoho
  • Easy use.
  • Drag and drop for text-boxes.
  • Quick upload of documents.
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Cons
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
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Zoho
  • Page and element spacing can sometimes be different than expected.
  • There should be more standardized fields for inserting into documents.
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Likelihood to Renew
Proposify
We require a fair amount of back and forth of editing so this tool while helpful is not ideal for us
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Zoho
No answers on this topic
Usability
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.
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Zoho
No answers on this topic
Support Rating
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.
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Zoho
No answers on this topic
Alternatives Considered
Proposify
It was highly recommended by an associate and we have been on the receiving end of Proposify proposals and impressed by it. I don't recall if we looked at others but if we did they paled in comparison. There was no question as to using Proposify. It met all the needs, was easy to use, looks great and was exactly what we wanted and needed.
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Zoho
DocuSign seems to be more commonly used and often times clients will ask if we can use that as opposed to Zoho Sign.
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Return on Investment
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.
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Zoho
  • Zoho Sign was far more affordable for the simple uses we need. It simplified our processes at a very affordable price.
Read full review
ScreenShots

Proposify Screenshots

Screenshot of Business Proposal MetricsScreenshot of Proposal EditorScreenshot of Pipeline Viewer

Zoho Sign Screenshots

Screenshot of Zoho Sign DashboardScreenshot of Sending documents for signatures using templatesScreenshot of All document sent using Zoho SignScreenshot of Rebranding email templates sent from Zoho Sign