Compare Clientary and Proposify 
At a Glance
Market Segments
Small-Business (61.4% of reviews)
Small-Business (84.1% of reviews)
Entry-Level Pricing
$19.00 Per Month
$19.00 1 User Per Month
Clientary
Star Rating
(45)4.7 out of 5
Market Segments
Small-Business (61.4% of reviews)
Pros & Cons
Not enough data
Entry-Level Pricing
$19.00 Per Month
Browse all 3 pricing plansProposify
Star Rating
(1,136)4.6 out of 5
Market Segments
Small-Business (84.1% of reviews)
Pros & Cons
Entry-Level Pricing
$19.00 1 User Per Month
Free Trial is available
Browse all 3 pricing plansSummary
AI Generated Summary
AI-generated. Powered by real user reviews.
- According to verified reviews, Proposify stands out for its robust proposal creation capabilities, with users praising its ability to produce high-quality, polished proposals that maintain brand consistency. The inclusion of an inbuilt e-signature option further streamlines the document signing process, making it a favorite among small businesses.
- G2 reviewers report that Clientary excels in user-friendliness, with many users highlighting its seamless workflow for contract and invoicing management. This ease of use has made it a valuable tool for those looking to simplify their operational processes.
- Users say that Proposify offers excellent integration with other tools, such as CRMs, which enhances collaboration and data security through encryption and compliance controls. This feature is particularly beneficial for businesses that prioritize security in their proposal processes.
- Reviewers mention that while Clientary has a smaller user base, it has garnered positive feedback for its comprehensive client management features, which users find essential for their operational needs. This has made it a go-to solution for those seeking an all-in-one project management application.
- According to recent user feedback, Proposify has a higher overall satisfaction score, reflecting its strong performance in proposal management and customer support. Users appreciate the professionalism and accuracy of the proposals generated, which can save significant time during the proposal process.
- G2 reviewers highlight that Clientary has a slightly better rating in terms of product direction and customizability, indicating that users feel it is evolving to meet their needs effectively. This adaptability is crucial for businesses that require tailored solutions as they grow.
Pricing
Entry-Level Pricing
Clientary
Solo
$19.00
Per Month
Small or solo freelancers
- 30 clients
- 2 contacts per client
- 1 staff
Proposify
Basic
$19.00
1 User Per Month
Kick-start your journey. Send on-brand proposals quickly and close deals. Billed monthly or annually. The price above applies to annual billing.
- 5 document sends/month
- Content library
- E-signatures
Free Trial
Clientary
Free Trial is available
Proposify
Free Trial is available
Ratings
Meets Requirements
9.4
37
9.1
873
Ease of Use
9.7
37
8.5
878
Ease of Setup
9.5
10
8.5
550
Ease of Admin
9.6
9
9.0
468
Quality of Support
9.5
36
9.2
779
Has the product been a good partner in doing business?
9.8
9
9.4
459
Product Direction (% positive)
10.0
39
9.2
808
Features by Category
Signature Process
9.5
20
9.4
283
Feature Not Available
9.0
263
Feature Not Available
9.2
279
Feature Not Available
8.7
227
Feature Not Available
9.0
247
Feature Not Available
Feature Not Available
Feature Not Available
8.8
242
Feature Not Available
9.1
263
Agentic AI - E-Signature
Not enough data
9.2
6
Not enough data
9.4
6
Not enough data
8.1
6
Not enough data
8.6
6
Not enough data
Not enough data
Not enough data
8.6
6
Security and Scalability
9.3
20
8.9
217
Feature Not Available
9.0
236
Feature Not Available
8.8
212
Platform
9.4
21
9.0
230
9.3
21
8.9
210
Feature Not Available
8.5
175
9.4
21
8.8
226
9.5
19
8.2
175
Configuration - cpq
Not enough data
8.7
28
Not enough data
8.5
19
Not enough data
8.4
25
Not enough data
8.7
26
Not enough data
8.7
28
Pricing
Not enough data
8.4
35
Not enough data
8.3
30
Not enough data
8.5
27
Not enough data
9.0
32
Not enough data
9.0
32
Not enough data
8.7
21
Quoting
Not enough data
9.0
25
Not enough data
8.9
24
Not enough data
9.4
29
Not enough data
8.6
22
Not enough data
9.1
27
Admin
Not enough data
8.9
98
Not enough data
8.7
96
Not enough data
8.7
85
Not enough data
8.7
98
Channels
Not enough data
8.1
21
Not enough data
8.4
18
Not enough data
7.6
17
Platform
Not enough data
8.5
86
Not enough data
8.4
74
Not enough data
8.7
62
Not enough data
9.1
97
Not enough data
Feature Not Available
Not enough data
Not enough data
Generative AI - cpq
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Document Creation
9.2
26
8.5
637
|
Verified
Feature Not Available
8.5
651
|
Verified
Feature Not Available
8.5
571
|
Verified
9.1
25
8.7
611
|
Verified
9.3
25
9.1
634
|
Verified
9.2
26
9.2
626
|
Verified
Workflow
Feature Not Available
8.4
607
|
Verified
Feature Not Available
8.4
497
|
Verified
Feature Not Available
8.6
487
|
Verified
Analytics
Feature Not Available
9.2
618
|
Verified
Feature Not Available
9.0
558
|
Verified
Feature Not Available
8.9
575
|
Verified
Administration and Platform
9.2
26
8.9
539
|
Verified
Feature Not Available
9.0
608
|
Verified
Feature Not Available
8.4
449
|
Verified
9.1
24
9.2
577
|
Verified
Feature Not Available
8.0
257
|
Verified
9.2
25
8.2
391
|
Verified
Generative AI
Feature Not Available
Feature Not Available
Contract Management Platform Features
Not enough data
8.9
221
Not enough data
8.8
225
Not enough data
8.3
222
Not enough data
8.7
196
Not enough data
8.6
185
Not enough data
8.8
206
Not enough data
8.8
213
Not enough data
8.7
206
Not enough data
8.2
185
Not enough data
8.6
211
Generative AI
Not enough data
7.6
72
Not enough data
Feature Not Available
Agentic AI - Contract Management
Not enough data
8.1
6
Content
Not enough data
Not enough data
Feature Not Available
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Collaboration
Not enough data
Not enough data
Feature Not Available
Not enough data
Not enough data
Not enough data
Feature Not Available
Not enough data
Not enough data
Not enough data
Feature Not Available
Not enough data
Data Sources
Not enough data
8.4
158
Not enough data
Feature Not Available
Not enough data
8.6
169
Generation
Not enough data
8.7
184
Not enough data
8.2
173
Not enough data
8.8
186
Delivery
Not enough data
8.7
162
Not enough data
8.4
145
Not enough data
7.6
130
Generative AI
Not enough data
6.8
56
Not enough data
Feature Not Available
Not enough data
Feature Not Available
Not enough data
Feature Not Available
Agentic AI - Document Generation
Not enough data
8.3
6
Bill Generation
9.1
33
Not enough data
9.4
32
Not enough data
9.3
33
Not enough data
Bill Processing
Feature Not Available
Not enough data
Feature Not Available
Not enough data
Feature Not Available
Not enough data
Integration
Feature Not Available
Not enough data
9.6
32
Not enough data
Feature Not Available
Not enough data
Agentic AI - Billing
Not enough data
Not enough data
Customization
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Additional Functionality
Not enough data
Not enough data
Feature Not Available
Not enough data
Not enough data
Not enough data
Feature Not Available
Not enough data
Not enough data
Not enough data
Agentic AI - Accounting & Finance
Not enough data
Not enough data
Time Tracking
9.1
22
Not enough data
9.3
22
Not enough data
9.5
22
Not enough data
Client Invoicing
9.5
22
Not enough data
9.5
20
Not enough data
9.3
20
Not enough data
Mobile Time Tracking
Feature Not Available
Not enough data
Administration
Feature Not Available
Not enough data
Feature Not Available
Not enough data
Feature Not Available
Not enough data
Feature Not Available
Not enough data
Feature Not Available
Not enough data
Platform
9.4
21
Not enough data
9.3
18
Not enough data
Feature Not Available
Not enough data
9.8
22
Not enough data
Feature Not Available
Not enough data
Feature Not Available
Not enough data
Categories
Categories
Shared Categories
Clientary and Proposify are categorized as E-Signature and Proposal
Unique Categories
Reviews
Reviewers' Company Size
Clientary
Small-Business(50 or fewer emp.)
Mid-Market(51-1000 emp.)
Enterprise(> 1000 emp.)
Proposify
Small-Business(50 or fewer emp.)
Mid-Market(51-1000 emp.)
Enterprise(> 1000 emp.)
Small-Business
(50 or fewer emp.)
Mid-Market
(51-1000 emp.)
Enterprise
(> 1000 emp.)
Reviewers' Industry
Information Technology and Services
15.9%
Financial Services
9.1%
Real Estate
6.8%
Accounting
4.5%
Chemicals
4.5%
Other
59.1%
Marketing and Advertising
31.5%
Information Technology and Services
8.6%
Computer Software
7.0%
Management Consulting
5.6%
Construction
4.7%
Other
42.5%
Discussions
Clientary has no discussions with answers
Is there a way to manually mark contract "won" if 1/2 of signatures are filled in
2 Comments
JM
Hi Lexi,
I don't believe there is a way to manually mark it as won, however to confirm, just send a message to the team using the little chat box. They...Read more
Can you please look further into the reporting noted in my review?
1 Comment
ES
Hi Carol, we're unable to locate the review you submitted, but please feel free to send your feedback to our support team (support@proposify.com) and we'll...Read more
Can you address these concerns
1 Comment
ES
Hi Derek,
Thanks for your questions! The Proposify editor does support copy/cut and paste functions, though we recommend that you clear any formatting of...Read more
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