As of 2024, both QuoteWerks and Proposify boast impressive subscriber bases and are widely known as two examples of popular and efficient proposal generation and management software.

In this article, we compare these solutions side by side to determine the ultimate winner — or at least identify usage scenarios in which one may be a better fit than its competitor.

It’s Proposify vs QuoteWerks.

Off we go!

Product Overview

Proposify

Cost: $49 per user/month on Team Plan, custom pricing for Business Plan

Ease of use: 4.3/5

Value for money: 4.4/5

Customer service: 4.5/5

Support options: chat and knowledge base for Team Plan subscribers; Zoom and phone support for Business Plan users (plus onboarding/integrations support and a dedicated success manager),

Platform availability: web, iOS, Android

Free trial: Yes

Proposify is a modern, cloud-based, feature-rich proposal builder that helps you design and build proposals in a fast and efficient manner.

In addition to offering a content library for your digital assets and electronic signature support for sales documents, this QuoteWerks alternative also allows you to create custom proposal templates and configure conditional approval workflows.

Furthermore, you can integrate with 18 popular CRMs, either directly or through third-party tools like Zapier, for two-way data sync and deal tracking.

This list includes HubSpot, Salesforce, Pipedrive, and Zoho, among others.

Proposify template editor.

This proposal software comes with an impressive collection of pre-made templates that can be used right away or customized to match your corporate style guidelines or contain additional elements like media content or interactive pricing tables (something that PandaDoc also does).

The scope of features available to the user depends on their subscription plan.

Team Plan users have access to a variety that should definitely suffice for smaller companies with relatively straightforward processes and a flat organizational structure.

Should their needs increase, an upgrade to Business Plan will unlock permission-based access, approval workflows, full Salesforce integration, and workspaces.

QuoteWerks

Cost: Standard edition from $13.75 per user/month (yearly subscription) to $199/one-time, Professional edition from $19.25 per user/month (yearly subscription) to $279/one-time, Enterprise edition from $27.50 per user/month (yearly subscription) to $419/one-time

Ease of use: 4.5

Value for money: 4.6

Сustomer service: 4.7

Support options: Phone, ticket, email, knowledge base

Platform availability: Desktop (PC), web

Free trial: Yes.

QuoteWerks is another massively popular quote builder and proposal generation software designed to help businesses quickly roll out accurate quotes for the most complex orders and products.

The quote generation process in QuoteWerks (with QuoteValet and web add-ons)

Standard Edition users get a complete toolkit for generating quotes, orders, invoices, simple product orders, and the ability to run them through custom approval workflows.

On top of that, the software lets them use a built-in configurator to work with bundled products.

Subscribers to Professional and Corporate plans enjoy a much higher degree of flexibility in terms of integrating with third-party solutions and data sources, including CRM, PSA, and major accounting software.

In addition, they have access to a set of analysis and reporting tools.

This software tool brings an entire backend system to any business proposal, so that it’s easier than ever to respond to RFPs, send quotes, and more.

Comparison

While both Proposify and QuoteWerks are powerful quoting tools, they work in somewhat different ways and are tailored to slightly different TAs.

Let’s take a closer look at how these two platforms help their customers succeed and try to solve the Proposify vs QuoteWerks conundrum.

Implementation

When choosing between these two products, note that Proposify is a cloud-native, web-based solution, whereas QuoteWerks is originally Windows-based and offers web access through the QuoteWerks Web add-on only that will set you back a minimum of $49/mo (we can call it a desktop hybrid approach).

This translates to implementation and onboarding scenarios that will be slightly different and may require varying amounts of prep work and configuration efforts.

For example, if your organization has a lot of Mac users, switching to QuoteWerks will require them to install virtual machines (think Parallels or the like) to run the software on.

Simply put, this means accessing your data online will require a special add-on rather than a standalone solution.

In contrast, Proposify requires just a sign-up and no additional efforts to get the ball rolling.

Pricing

Proposify is a SaaS proposal generation and management solution with just two subscription plans: Team and Business.

You can choose the most suitable plan based on pricing, the list of options offered in each plan, your business needs, and the size of your team.

The difference between the plans lies in a more elaborate system of roles and permissions, approval flows, configurable workspaces, and Salesforce integration offered on the Business Plan.

Once you are subscribed, you are ready to go — and there is a good chance that the product will cover all the bases for you if you are a small business.

QuoteWerks pricing, however, can be harder to understand.

Depending on the extra options you choose (and there are quite a few), prices will range anywhere from $15 to $199 per user per month.

For example, electronic quote delivery, status tracking, and online payments are included in an extra package called QuoteValet, which is easy to miss in the subscription process.

Another example is the aforementioned web add-on, which is only available for Corporate-level subscribers.

Therefore, you may need to spend some time reading through the website or consulting with the company’s sales reps prior to purchasing the right subscription.

Winner: Proposify

Proposify’s pricing and its implementation/onboarding process are easier to comprehend for someone who’s had little experience with such software.

While Proposify’s win has to do, in part, with the modular pricing structure that QuoteWerks uses, it’s also true because Proposify was not designed for large enterprise users and resellers working with multiple vendors and suppliers in real-time (something that QuoteWerks supports through its RealTime module and VendorRFQ/Etilize subscriptions).

Instead, Proposify focuses on the business essentials that most companies want and use on a daily basis.

Workflow

Part of the reason that the QuoteWerks pricing and onboarding is so complicated is because the software takes a “kitchen sink” approach to functionality.

This is a major selling point if you’re looking for a software solution that can handle every single aspect of your CPQ process.

Here’s what we mean: with Proposify, you’ll be able to design and build quotes completely from scratch.

You can create templates, pull in customer data with a CRM integration, receive document progress notifications, and collect payments all in one place.

On the other hand, you can do all of that and more with QuoteWerks.

The software allows you to create a complete product database and uses it, along with a modular quoting tool, to help you build branded proposals, contracts, and other docs.

From there, you can tie the software in with UPS or FedEx to handle all of your procurement and shipping quotes through the platform as well.

The flexibility that comes along with QuoteWerks isn’t to be underestimated, despite the steep learning curve.

That may be the only downside to the QuoteWerks workflow — it takes time to learn how everything works, and that burden will only increase as you need QuoteWerks to handle more aspects of your business.

Winner: QuoteWerks

If you’re comparing Proposify vs QuoteWerks based on features and functionality, QuoteWerks is a clear winner — but be prepared to put in the time it takes to learn the ins and outs of your quoting tool.

QuoteWerks offers paid training to help you learn the ropes which, while helpful, is another testament to how difficult (and robust) this software truly is.

Integrations

Both QuoteWerks and Proposify have a fair number of integrations to help you tie in with the rest of your workflow.

While both companies will integrate easily with Salesforce, QuoteWerks favors CRMs like Zoho CRM and ConnectWise, whereas Proposify integrates with products like Insightly and HubSpot.

However, there are a variety of integration options available for either software.

Outside of CRMs, both companies offer integration options for accounting, invoicing, document management, and more.

Proposify also integrates with Zapier, so thousands of additional options are available via third-party API connectors.

In the end, though, QuoteWerks offers a more complete integration opportunity for your sales pipeline, especially if you’re trying to handle CPQ, shipping, and procurement all in one place.

Both companies limit the number of integrations you can access by pricing tier.

With QuoteWerks, you’ll need the Professional Edition to gain access to standard integrations like Salesforce, Google Contacts, Peachtree, and others.

The Enterprise edition gives access to everything on offer.

With Proposify, you can get standard integrations like QuickBooks on the Team Plan, but that doesn’t include Salesforce.

You’ll need to switch to the Business Plan to work with it.

Because every business has different integration needs, it can be tricky for a software developer to align their platform with business requirements.

Overall, both platforms offer a wide variety of integration options, but your mileage may vary based on your existing setup.

Winner: it depends

Because of the fundamental difference in how these software tools are designed to perform, their integration options fluctuate.

QuoteWerks is a more comprehensive, feature-loaded solution that is intended to act as middleware between sales and the rest of the back office, including accounting, procurement, and logistics.

It has a fairly steep learning curve and requires substantial time for full integration and user onboarding.

However, if you aren’t planning to run your entire sales pipeline through a CPQ tool, Proposify may be a much better fit for generating great-looking, professional sales proposals.

Plus, if you don’t need everything QuoteWerks can offer, or if you want to work in a more modern, native-cloud environment, Proposify will also pull ahead in this category.

Our recommendations

Before we present our bottom line in the Proposify vs QuoteWerks comparison, let’s once again go over the pros and cons of each product.

QuoteWerks Proposify
Pros
End-to-end, comprehensive Q2C functionalityOver 100 integrationseSigning, payments, and status tracking Desktop, web version, and a mobile app		 Pros
Cloud-native solutionModern, sleek UIOptimized for fast, hassle-free onboardingIntegrations with popular CRMs and mainstream business tools
Cons
Confusing pricing modelRelatively expensiveSteep learning curveSomewhat outdated UI designWeb access via an add-on onlyNo Mac desktop version		 Cons
Limited fitness for large enterprise/reseller usage scenarios

Proposify for small businesses, freelancers and digital brands

For the majority of businesses, Proposify will probably be a better fit.

The QuoteWerks interface can come off as a bit archaic, and the onboarding process may be too big of an ask for businesses who want a turnkey solution to rapidly evolving problems.

While the company does offer customer support and paid training to help, that may be more of an upfront commitment in time and finances than a smaller business can justify.

Proposify takes this in stride by offering integrations and a no-nonsense proposal tool that is streamlined and feels good to use right off the bat.

Coupled with the ability to e-sign documents, review online metrics and analytics, and much more without an additional charge, Proposify brings a lot of value to the table for a relatively small price.

QuoteWerks for a “kitchen sink” approach

For businesses who want it all, QuoteWerks has everything you’ll ever need and more from your CPQ tool.

Though the platform isn’t strictly targeted toward enterprise-level corporations, it has a look and feel that will be familiar to anyone using made-for-work software.

The glitz and glamor that accompanies fancy graphics has been stripped away from the functionality that accompanies spreadsheets and databases.

In the right hands, this Proposify alternative is capable of incredible optimization across your entire sales team.

This requires a solid foundation, some investment in training, and an ongoing familiarity with the software.

If all those conditions are met, QuoteWerks is likely a solid, long-term option when choosing a quote management tool with CPQ features.

Streamline proposals, quotes, and sales with PandaDoc

When it comes to building compelling proposals that close deals, there are several standout solutions that shine in their own unique ways.

QuoteWerks and Proposify are two such products, though each takes a slightly different approach to getting things done.

But what if one platform could combine the best of both worlds and meld their top features into one seamless offering?

PandaDoc key strength lies in its ability to effortlessly craft professionally-looking proposals at lightning speed.

With hundreds of pre-made templates, embeddable forms, built-in pricing tables, seamless CRM integrations, customizable product catalogs, and content libraries, sales teams can quickly assemble accurate quotes and comprehensive contracts in a matter of minutes.

Yet PandaDoc goes way beyond just rapid proposal assembly.

First and foremost, it provides full design and content control through an intuitive document editor, supporting document import and advanced collaboration features.

This facilitates redlining and contract negotiations for all the parties involved.

Once your document is ready, you can easily add eSignature placeholders to it via drag-n-drop and define the signing order.

And in case your agreement requires (pre)payment, you can save a bit of time by including a secure payment link right in the document.

PandaDoc further supports detailed document tracking and offers a convenient audit trail that makes sure you are always working with the latest versions of your documents.

Compared with both Proposify and QuoteWerks, PandaDoc clearly excels in the following areas:

Interested in learning more about PandaDoc and comparing it with other solutions? Schedule a 15-minute demo today!

Disclaimer

PandaDoc is not a law firm, or a substitute for an attorney or law firm. This page is not intended to and does not provide legal advice. Should you have legal questions on the validity of e-signatures or digital signatures and the enforceability thereof, please consult with an attorney or law firm. Use of PandaDoc services are governed by our Terms of Use and Privacy Policy.

Originally published May 13, 2021, updated April 30, 2024