# DocSales vs Proposify

Source: https://nachonacho.com/software-comparisons/docsales-vs-proposify
Last updated: 2026-11-01

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.

## At a glance

| | 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 |

## Which to 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°

### 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

## 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.

## Questions

### 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.

## Product pages

- DocSales: https://nachonacho.com/product/Docsales
- Proposify: https://nachonacho.com/product/proposify

## Related comparisons

### More DocSales comparisons

- DocSales vs Better Proposals: https://nachonacho.com/software-comparisons/docsales-vs-better-proposals
- DocSales vs DealHub: https://nachonacho.com/software-comparisons/docsales-vs-dealhub
- DocSales vs DocuSign: https://nachonacho.com/software-comparisons/docsales-vs-docusign