Are DocSales and Proposify close enough to compare?

Yes. Both sell tools for preparing sales documents and obtaining electronic signatures. DocSales focuses on automating the process around a CRM, while Proposify focuses on creating and managing proposals.

Which is a better fit if our reps work mainly in a CRM?

DocSales 360° is the closer fit: it generates proposals or contracts from CRM opportunity data and can trigger actions as an opportunity changes stage. Proposify also offers CRM integrations, but centers its workflow on its proposal platform.

Which is a better fit for designing client-facing proposals?

Proposify offers a drag-and-drop document editor, reusable content library, and interactive quoting. DocSales creates proposals and contracts from templates populated with CRM data.

How much do the proposal-capable plans cost?

DocSales 360° starts at $59 per user per month with a four-user minimum. Proposify Build is listed at $49 per user per month, or $39 per user per month billed annually. DocSales also offers a lower-priced e-sign-only plan.

Do either DocSales or Proposify limit documents?

DocSales lists unlimited signed documents on its 360° plan. Proposify lists unlimited document drafting and signatures, but says each plan has a monthly limit on documents sent to clients.

Can buyers sign and pay through either product?

DocSales publishes an eSign & Pay feature for charging at signing and describes financial-system integrations for billing. Proposify includes electronic signatures and lists integrations with invoicing and payment tools.

Which has more detailed proposal engagement data?

Proposify says its document analytics show when recipients open a proposal and how long they spend in each section. DocSales publishes document reading alerts.

Can we try DocSales and Proposify without a credit card?

Yes. DocSales advertises a 15-day trial without a credit card, and Proposify advertises a 14-day Build trial without a credit card.

DocSales vs Proposify

Choose DocSales if your team wants proposals and contracts generated from CRM data as part of a workflow that extends into billing; choose Proposify if your priority is creating, sending, and tracking client-facing proposals. Both offer electronic signatures, but DocSales centers its proposal workflow on CRM automation, while Proposify emphasizes document editing, interactive quotes, and proposal engagement.

Last updated November 1, 2026.

At a glance

DocSales compared with Proposify, one row per dimension
Dimension	DocSales	Proposify
Primary workflow	CRM-driven proposals, contracts, and billing handoff	Create, send, track, and sign sales documents
Proposal creation	Google Docs or Slides templates filled with CRM data	Drag-and-drop editor and reusable content library
Proposal-capable pricing	DocSales 360° starts at $59 per user per month	Build: $49 per user monthly or $39 per user monthly billed annually
Proposal-plan seats	DocSales 360° requires at least 4 users	Build priced per user
Document limits	Unlimited signed documents on DocSales 360°	Unlimited drafts and signatures; monthly send limits
CRM integrations	Lists Pipedrive, HubSpot, Zoho, and Salesforce	Lists HubSpot, Pipedrive, and Zoho; Salesforce premium add-on
Workflow automation	Generates documents when a CRM opportunity changes stage	Integrations and automations on Build; approvals on Grow
Quoting	CRM-filled proposal and contract templates	Interactive quoting and product catalog
Engagement tracking	Document reading alerts	Recipient opens and time spent in each section
Payments and billing	Pay at signing; financial-system and ERP integrations	Invoicing and payment-tool integrations
Free trial	15 days; no credit card required	14 days on Build; no credit card required
Support	Email or form on eSign; email and WhatsApp on 360°	Email and chat; higher-tier onboarding and support

Scroll the table sideways to compare each row.

Which should you choose?

Choose DocSales if

Sales teams that want proposals generated from CRM opportunities
Teams automating tasks and follow-ups from CRM activity
Businesses connecting signed contracts to financial systems
Teams that need unlimited signed documents on DocSales 360°

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Choose Proposify if

Teams designing branded proposals in a drag-and-drop editor
Sellers offering buyers optional fees or adjustable quantities
Managers who need proposal viewing and section-level insights
Teams that need approval workflows on higher-tier plans

See Proposify

The verdict

The deciding factor is where the work should happen. Pick DocSales 360° when sales reps work primarily in a CRM and need documents, follow-ups, and billing handoffs automated around it. Pick Proposify when the proposal itself needs a flexible editor, reusable content, buyer-selectable pricing, and detailed viewing insights. Compare the proposal-capable plans rather than DocSales’ lower-priced e-sign-only plan.