# Epicor CPQ vs Proposify Comparison
---
## AI Generated Summary
- **G2 reviewers report** that Epicor CPQ excels in **ease of use** , with users appreciating its intuitive interface and quick updates that minimize disruptions to quoting and order processing. This makes it a strong choice for teams looking for a user-friendly solution.
- **Users say** Proposify stands out for its **professional proposal creation** , with features like pre-built templates and an inbuilt e-signature option that streamline the document signing process. This allows businesses to maintain a consistent brand image while saving time on proposal generation.
- **According to verified reviews** , Epicor CPQ is noted for its **customizability** , allowing users to configure multiple products and utilize client templates effectively. This flexibility is particularly beneficial for mid-market companies with diverse product offerings.
- **Reviewers mention** that Proposify shines in **security and compliance** , with robust data encryption and integration capabilities that enhance collaboration with other tools like CRMs. This focus on security is a significant advantage for businesses handling sensitive information.
- **G2 reviewers highlight** that while Epicor CPQ has a solid performance in **configuration rules** , it may face challenges in matching specific workflow needs, which can lead to configuration difficulties for some users.
- **Users report** that Proposify's **document tracking and reporting features** are highly effective, enabling companies to monitor engagement and proposal effectiveness, which is crucial for improving sales strategies and outcomes.



| | Epicor CPQ | Proposify | 
|---|---|---|
| **Star Rating** | 4.5 out of 5 | 4.6 out of 5 | 
| **Total Reviews** | 98 | 1,134 | 
| **Largest Market Segment** | Mid-Market (54.7% of reviews) | Small-Business (84.3% of reviews) | 
| **Entry Level Price** | $150.00 | $19.00 1 User Per Month | 

---
## Top Pros & Cons

### Epicor CPQ

Pros:
- Customization (2 reviews)
- Ease of Use (2 reviews)

Cons:
- Slow Performance (2 reviews)
- Bug Issues (1 reviews)

### Proposify

Pros:
- Ease of Use (40 reviews)
- Templates (23 reviews)

Cons:
- Difficult Editing (13 reviews)
- Limited Customization (13 reviews)

---
## Ratings Comparison
| Rating | Epicor CPQ | Proposify | 
|---|---|---|
  | **Meets Requirements** | 8.6 (83 reviews) | 9.1 (871 reviews) | 
  | **Ease of Use** | 8.6 (85 reviews) | 8.5 (876 reviews) | 
  | **Ease of Setup** | 7.6 (45 reviews) | 8.5 (548 reviews) | 
  | **Ease of Admin** | 7.8 (42 reviews) | 9.0 (468 reviews) | 
  | **Quality of Support** | 8.8 (81 reviews) | 9.2 (777 reviews) | 
  | **Has the product been a good partner in doing business?** | 9.0 (43 reviews) | 9.4 (459 reviews) | 
  | **Product Direction (% positive)** | 9.6 (85 reviews) | 9.2 (806 reviews) | 

---
## Pricing

### Epicor CPQ

#### Entry-Level Pricing

Plan: Epicor CPQ 

Price: $150.00

Description: $150/user/month, with volume discounts starting at 100 users or more.  Contact us for more details: epicorCPQ@epicor.com

Key Features:
- Snap Rules Engine
- Integrations
- Elastic Cloud Scalablity

[Learn more about Epicor CPQ](https://www.g2.com/products/epicor-cpq/reviews)

#### Free Trial

No

### Proposify

#### Entry-Level Pricing

Plan: Basic

Price: $19.00 1 User Per Month

Description: Kick-start your journey. Send on-brand proposals quickly and close deals. Billed monthly or annually. The price above applies to annual billing.

Key Features:
- 5 document sends/month
- Content library
- E-signatures

[Browse all 3 editions](https://www.g2.com/products/proposify/pricing)

#### Free Trial

Yes

---
## Features Comparison By Category

### E-Signature

| Product | Score | Reviews |
|---|---|---|
| **Epicor CPQ** | N/A | N/A |
| **Proposify** | 8.9/10 | 329 |

#### Signature Process

| Feature | Epicor CPQ | Proposify | 
|---|---|---|
| **Document Signing** | Not enough data | 9.4 (283 reviews) | 
| **Reminders and Expirations** | Not enough data | 9.0 (263 reviews) | 
| **Sign-In Process** | Not enough data | 9.2 (279 reviews) | 
| **Mobile Signatures** | Not enough data | 8.7 (227 reviews) | 
| **Signature Workflow** | Not enough data | 9.0 (247 reviews) | 
| **Bulk Digital Signatures ** | Not enough data | Feature Not Available | 
| **Reporting** | Not enough data | 8.8 (242 reviews) | 
| **Signature Document Creation** | Not enough data | 9.1 (263 reviews) | 

#### Agentic AI - E-Signature

| Feature | Epicor CPQ | Proposify | 
|---|---|---|
| **Autonomous Task Execution** | Not enough data | 9.2 (6 reviews) | 
| **Cross-system Integration** | Not enough data | 9.4 (6 reviews) | 
| **Adaptive Learning** | Not enough data | 8.1 (6 reviews) | 
| **Natural Language Interaction** | Not enough data | 8.6 (6 reviews) | 
| **Proactive Assistance** | Not enough data | Not enough data | 
| **Decision Making** | Not enough data | 8.6 (6 reviews) | 

#### Security and Scalability

| Feature | Epicor CPQ | Proposify | 
|---|---|---|
| **Regulatory Compliance** | Not enough data | 8.9 (217 reviews) | 
| **Signature History and Audit** | Not enough data | 9.0 (236 reviews) | 
| **Enterprise Scalability** | Not enough data | 8.8 (212 reviews) | 

#### Platform

| Feature | Epicor CPQ | Proposify | 
|---|---|---|
| **Custom Branding** | Not enough data | 9.0 (230 reviews) | 
| **User, Role, and Access Management** | Not enough data | 8.9 (210 reviews) | 
| **Internationalization** | Not enough data | 8.5 (175 reviews) | 
| **Performance and Reliability** | Not enough data | 8.8 (226 reviews) | 
| **Integration APIs** | Not enough data | 8.2 (175 reviews) | 

### CPQ

| Product | Score | Reviews |
|---|---|---|
| **Epicor CPQ** | 8.3/10 | 78 |
| **Proposify** | 8.6/10 | 143 |

#### Configuration - cpq

| Feature | Epicor CPQ | Proposify | 
|---|---|---|
| **Product Catalog** | 8.4 (53 reviews) ✓ Verified | 8.7 (28 reviews) | 
| **Guided Selling** | 8.4 (46 reviews) ✓ Verified | 8.5 (19 reviews) | 
| **Configuration Rules** | 8.9 (59 reviews) ✓ Verified | 8.4 (25 reviews) | 
| **Price Configuration** | 8.7 (51 reviews) ✓ Verified | 8.7 (26 reviews) | 
| **Visual Configuration** | 8.8 (60 reviews) ✓ Verified | 8.7 (28 reviews) | 

#### Pricing

| Feature | Epicor CPQ | Proposify | 
|---|---|---|
| **Pricing Flexibility** | 8.3 (48 reviews) ✓ Verified | 8.4 (35 reviews) | 
| **Discounting** | 8.3 (43 reviews) ✓ Verified | 8.3 (30 reviews) | 
| **Commerical Rules** | 8.4 (46 reviews) ✓ Verified | 8.5 (27 reviews) | 
| **Terms and Conditions** | 8.2 (42 reviews) ✓ Verified | 9.0 (32 reviews) | 
| **Approval Workflow** | 8.2 (43 reviews) ✓ Verified | 9.0 (32 reviews) | 
| **Renewals** | 8.3 (35 reviews) ✓ Verified | 8.7 (21 reviews) | 

#### Quoting

| Feature | Epicor CPQ | Proposify | 
|---|---|---|
| **Grouping** | 7.9 (44 reviews) ✓ Verified | 9.0 (25 reviews) | 
| **Version Control** | 8.3 (43 reviews) ✓ Verified | 8.9 (24 reviews) | 
| **Quote Document Generation** | 8.6 (52 reviews) ✓ Verified | 9.4 (29 reviews) | 
| **Ordering** | 8.1 (46 reviews) ✓ Verified | 8.6 (22 reviews) | 
| **Contracts** | 8.2 (34 reviews) ✓ Verified | 9.1 (27 reviews) | 

#### Admin

| Feature | Epicor CPQ | Proposify | 
|---|---|---|
| **Configuration Ease of Admin** | 8.3 (30 reviews) ✓ Verified | 8.9 (98 reviews) | 
| **Pricing Administration** | 8.0 (28 reviews) ✓ Verified | 8.7 (96 reviews) | 
| **Workflow Management** | 8.3 (26 reviews) ✓ Verified | 8.7 (85 reviews) | 
| **Document Management** | 8.1 (27 reviews) ✓ Verified | 8.7 (98 reviews) | 

#### Channels

| Feature | Epicor CPQ | Proposify | 
|---|---|---|
| **Mobile User Support** | 8.2 (38 reviews) ✓ Verified | 8.1 (21 reviews) | 
| **Channel Partner Support** | 8.3 (36 reviews) ✓ Verified | 8.4 (18 reviews) | 
| **eCommerce** | 8.6 (38 reviews) ✓ Verified | 7.6 (17 reviews) | 

#### Platform

| Feature | Epicor CPQ | Proposify | 
|---|---|---|
| **CRM Integration** | 8.4 (17 reviews) ✓ Verified | 8.5 (86 reviews) | 
| **Integration API** | 8.3 (21 reviews) ✓ Verified | 8.4 (74 reviews) | 
| **Internationalization** | 7.7 (13 reviews) ✓ Verified | 8.7 (62 reviews) | 
| **Scalability** | 8.1 (26 reviews) ✓ Verified | 9.1 (97 reviews) | 
| **Reporting and Dashboards** | 7.7 (15 reviews) ✓ Verified | Feature Not Available | 
| **ERP Integration** | Not enough data | Not enough data | 

#### Generative AI - cpq

| Feature | Epicor CPQ | Proposify | 
|---|---|---|
| **Dynamic Quoting** | Not enough data | Not enough data | 
| **Dynamic Pricing** | Not enough data | Not enough data | 
| **Personalized Sale Recommendations** | Not enough data | Not enough data | 

### Proposal

| Product | Score | Reviews |
|---|---|---|
| **Epicor CPQ** | 8.9/10 | 43 |
| **Proposify** | 8.7/10 | 689 |

#### Document Creation

| Feature | Epicor CPQ | Proposify | 
|---|---|---|
| **Customizability: Variables and Fields** | 9.2 (36 reviews) ✓ Verified | 8.5 (637 reviews) ✓ Verified | 
| **Template Creation and Flexibility** | 9.1 (36 reviews) ✓ Verified | 8.5 (650 reviews) ✓ Verified | 
| **Rich Media** | 8.5 (33 reviews) ✓ Verified | 8.5 (571 reviews) ✓ Verified | 
| **Online Document Creation** | 9.0 (33 reviews) ✓ Verified | 8.7 (611 reviews) ✓ Verified | 
| **PDF Creation** | 8.9 (34 reviews) ✓ Verified | 9.1 (634 reviews) ✓ Verified | 
| **Custom Branding** | 9.1 (35 reviews) ✓ Verified | 9.2 (624 reviews) ✓ Verified | 

#### Workflow

| Feature | Epicor CPQ | Proposify | 
|---|---|---|
| **Document Builder Interface** | 8.8 (31 reviews) ✓ Verified | 8.4 (607 reviews) ✓ Verified | 
| **Collaborative Creation** | 8.6 (27 reviews) ✓ Verified | 8.4 (496 reviews) ✓ Verified | 
| **Assembly and Approval Workflows** | 9.0 (26 reviews) ✓ Verified | 8.6 (486 reviews) ✓ Verified | 

#### Analytics

| Feature | Epicor CPQ | Proposify | 
|---|---|---|
| **Engagement Tracking** | 8.7 (23 reviews) ✓ Verified | 9.2 (616 reviews) ✓ Verified | 
| **Proposal Effectiveness Reporting** | 8.9 (22 reviews) ✓ Verified | 9.0 (558 reviews) ✓ Verified | 
| **Reporting and Dashboards** | 9.0 (21 reviews) ✓ Verified | 8.9 (574 reviews) ✓ Verified | 

#### Administration and Platform

| Feature | Epicor CPQ | Proposify | 
|---|---|---|
| **User, Role, and Access Management** | 8.6 (35 reviews) ✓ Verified | 8.9 (539 reviews) ✓ Verified | 
| **Alerts and Notifications** | 8.7 (30 reviews) ✓ Verified | 9.0 (608 reviews) ✓ Verified | 
| **CRM Integration** | 9.1 (27 reviews) ✓ Verified | 8.4 (448 reviews) ✓ Verified | 
| **E-Signature Integration** | 8.8 (23 reviews) ✓ Verified | 9.2 (575 reviews) ✓ Verified | 
| **CPQ Integration** | 9.0 (29 reviews) ✓ Verified | 8.0 (257 reviews) ✓ Verified | 
| **API / Integrations** | 8.9 (29 reviews) ✓ Verified | 8.2 (391 reviews) ✓ Verified | 

#### Generative AI

| Feature | Epicor CPQ | Proposify | 
|---|---|---|
| **AI Text Generation** | Not enough data | Feature Not Available | 

### Contract Management

| Product | Score | Reviews |
|---|---|---|
| **Epicor CPQ** | N/A | N/A |
| **Proposify** | 8.5/10 | 250 |

#### Contract Management Platform Features

| Feature | Epicor CPQ | Proposify | 
|---|---|---|
| **Contract Creation** | Not enough data | 8.9 (221 reviews) | 
| **Contract Templates** | Not enough data | 8.8 (225 reviews) | 
| **Contract Editing** | Not enough data | 8.3 (222 reviews) | 
| **Contract Attachments** | Not enough data | 8.7 (196 reviews) | 
| **Contract Collaboration** | Not enough data | 8.6 (185 reviews) | 
| **Approval Process** | Not enough data | 8.8 (206 reviews) | 
| **Notifications & Reminders** | Not enough data | 8.8 (213 reviews) | 
| **Contract Database** | Not enough data | 8.7 (206 reviews) | 
| **Integrations / APIs** | Not enough data | 8.2 (185 reviews) | 
| **Reporting & Dashboards** | Not enough data | 8.6 (211 reviews) | 

#### Generative AI

| Feature | Epicor CPQ | Proposify | 
|---|---|---|
| **AI Text Generation** | Not enough data | 7.6 (72 reviews) | 
| **AI Text Summarization** | Not enough data | Feature Not Available | 

#### Agentic AI - Contract Management

| Feature | Epicor CPQ | Proposify | 
|---|---|---|
| **Autonomous Task Execution** | Not enough data | 8.1 (6 reviews) | 

### Visual Configuration

| Product | Score | Reviews |
|---|---|---|
| **Epicor CPQ** | 8.7/10 | 43 |
| **Proposify** | N/A | N/A |

#### Visual Configuration

| Feature | Epicor CPQ | Proposify | 
|---|---|---|
| **2D Visualizations** | 8.8 (31 reviews) | Not enough data | 
| **3D Visualizations** | 8.9 (33 reviews) | Not enough data | 
| **CAD Visualizations** | 9.0 (31 reviews) | Not enough data | 
| **AR Visual Configuration** | 8.5 (26 reviews) | Not enough data | 
| **VR Visual Configuration** | 8.4 (26 reviews) | Not enough data | 
| **Drag-and-Drop Functionality** | 8.9 (28 reviews) | Not enough data | 
| **Floor Space Planning (FSP)** | 8.7 (27 reviews) | Not enough data | 
| **APIs and Integrations** | 8.4 (31 reviews) | Not enough data | 
| **Proposal Generation** | 8.7 (31 reviews) | Not enough data | 
| **Configuration Rule Mapping** | 8.9 (32 reviews) | Not enough data | 

#### Generative AI

| Feature | Epicor CPQ | Proposify | 
|---|---|---|
| **AI Text-to-Image** | Not enough data | Not enough data | 

### Visual Product Customization

| Product | Score | Reviews |
|---|---|---|
| **Epicor CPQ** | 8.9/10 | 37 |
| **Proposify** | N/A | N/A |

#### Configuration

| Feature | Epicor CPQ | Proposify | 
|---|---|---|
| **3D Configurator** | 9.2 (29 reviews) | Not enough data | 
| **Real-time** | 9.3 (30 reviews) | Not enough data | 
| **Free-form** | 8.7 (29 reviews) | Not enough data | 

#### Visualization

| Feature | Epicor CPQ | Proposify | 
|---|---|---|
| **360 View** | 8.6 (29 reviews) | Not enough data | 
| **Interactive** | 9.0 (30 reviews) | Not enough data | 
| **Virtual Reality** | 8.8 (25 reviews) | Not enough data | 

#### Integration

| Feature | Epicor CPQ | Proposify | 
|---|---|---|
| **E-commerce** | 8.4 (27 reviews) | Not enough data | 
| **Websites** | 8.9 (28 reviews) | Not enough data | 
| **APIs** | 8.8 (30 reviews) | Not enough data | 

### Document Generation

| Product | Score | Reviews |
|---|---|---|
| **Epicor CPQ** | N/A | N/A |
| **Proposify** | 8.3/10 | 204 |

#### Data Sources

| Feature | Epicor CPQ | Proposify | 
|---|---|---|
| **Software** | Not enough data | 8.4 (158 reviews) | 
| **Spreadsheets** | Not enough data | Feature Not Available | 
| **Documents** | Not enough data | 8.6 (169 reviews) | 

#### Generation

| Feature | Epicor CPQ | Proposify | 
|---|---|---|
| **Templates** | Not enough data | 8.7 (184 reviews) | 
| **Automation** | Not enough data | 8.2 (173 reviews) | 
| **Branding** | Not enough data | 8.8 (186 reviews) | 

#### Delivery

| Feature | Epicor CPQ | Proposify | 
|---|---|---|
| **Workflow** | Not enough data | 8.7 (162 reviews) | 
| **Schedule** | Not enough data | 8.4 (145 reviews) | 
| **Batch** | Not enough data | 7.6 (130 reviews) | 

#### Generative AI

| Feature | Epicor CPQ | Proposify | 
|---|---|---|
| **AI Text Generation** | Not enough data | 6.8 (56 reviews) | 
| **AI Text Summarization** | Not enough data | Feature Not Available | 
| **AI Text-to-Image** | Not enough data | Feature Not Available | 
| **AI Image-to-Text** | Not enough data | Feature Not Available | 

#### Agentic AI - Document Generation

| Feature | Epicor CPQ | Proposify | 
|---|---|---|
| **Autonomous Task Execution** | Not enough data | 8.3 (6 reviews) | 

### AI Proposal Generator Tools 

| Product | Score | Reviews |
|---|---|---|
| **Epicor CPQ** | N/A | N/A |
| **Proposify** | N/A | N/A |

#### Document Processing & Extraction - AI Proposal Generator Tools

| Feature | Epicor CPQ | Proposify | 
|---|---|---|
| **Requirement Identification & Tagging** | Not enough data | Not enough data | 
| **Multi-Format Document Ingestion** | Not enough data | Not enough data | 
| **RFP & Questionnaire Parsing** | Not enough data | Not enough data | 

#### AI Response Generation - AI Proposal Generator Tools

| Feature | Epicor CPQ | Proposify | 
|---|---|---|
| **Continuous Learning from Edits** | Not enough data | Not enough data | 
| **Response Personalization & Tone Control** | Not enough data | Not enough data | 
| **Contextual Answer Recommendations** | Not enough data | Not enough data | 
| **AI Draft Response Generation** | Not enough data | Not enough data | 

#### Content Management - AI Proposal Generator Tools

| Feature | Epicor CPQ | Proposify | 
|---|---|---|
| **Governed Content Library** | Not enough data | Not enough data | 
| **Content Versioning & Approval Controls** | Not enough data | Not enough data | 
| **Duplicate Detection & Content Optimization** | Not enough data | Not enough data | 

#### Collaboration & Workflow - AI Proposal Generator Tools

| Feature | Epicor CPQ | Proposify | 
|---|---|---|
| **SME Assignment & Task Routing** | Not enough data | Not enough data | 
| **Review & Approval Workflows** | Not enough data | Not enough data | 

#### Analytics & Performance - AI Proposal Generator Tools

| Feature | Epicor CPQ | Proposify | 
|---|---|---|
| **Proposal Performance Analytics** | Not enough data | Not enough data | 

---
## Categories
**Shared Categories (2):** [Proposal Software](https://www.g2.com/categories/proposal), [CPQ Software](https://www.g2.com/categories/cpq)

**Unique to Epicor CPQ (3):** [Visual Product Customization Software](https://www.g2.com/categories/visual-product-customization), [Visual Configuration Software](https://www.g2.com/categories/visual-configuration), [Augmented Reality (AR) Visualization Software](https://www.g2.com/categories/ar-visualization)

**Unique to Proposify (4):** [Document Generation Software](https://www.g2.com/categories/document-generation), [Contract Management Software](https://www.g2.com/categories/contract-management), [E-Signature Software](https://www.g2.com/categories/e-signature), [AI Proposal Generator Tools Software](https://www.g2.com/categories/ai-proposal-generator-tools)


---
## Reviewer Demographics

### By Company Size

| Segment | Epicor CPQ | Proposify | 
|---|---|---|
| **Small-Business** | 7.4% | 84.3% | 
| **Mid-Market** | 54.7% | 14.1% | 
| **Enterprise** | 37.9% | 1.6% | 

### By Industry

#### Epicor CPQ

- **Pharmaceuticals:** 9.5%
- **Construction:** 8.4%
- **Mechanical or Industrial Engineering:** 7.4%
- **Machinery:** 7.4%
- **Design:** 5.3%
- **Furniture:** 5.3%
- **Architecture & Planning:** 4.2%
- **Building Materials:** 4.2%
- **Electrical/Electronic Manufacturing:** 4.2%
- **Information Technology and Services:** 4.2%
- **Other:** 40.0%

#### Proposify

- **Marketing and Advertising:** 31.6%
- **Information Technology and Services:** 8.6%
- **Computer Software:** 7.1%
- **Management Consulting:** 5.6%
- **Construction:** 4.7%
- **Accounting:** 2.6%
- **Design:** 2.4%
- **Professional Training & Coaching:** 2.4%
- **Facilities Services:** 2.3%
- **Events Services:** 1.9%
- **Other:** 30.9%

---
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---
## Top Discussions

### Epicor CPQ

No discussions available for this product.

### Proposify

- Title: [Is there a way to manually mark contract "won" if 1/2 of signatures are filled in](https://www.g2.com/discussions/12123-is-there-a-way-to-manually-mark-contract-won-if-1-2-of-signatures-are-filled-in) — 2 comments, 1 upvote
  > **Top comment:** "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..."
- Title: [What is Proposify used for?](https://www.g2.com/discussions/what-is-proposify-used-for) — 1 comment *(includes official response)*
  > **Top comment:** "Proposify is the online proposal software that gives you control and visibility into the most important stage of your sales process: The close. 

From deal..."
- Title: [What is the best way to "band your proposals?](https://www.g2.com/discussions/what-is-the-best-way-to-band-your-proposals) — 1 comment, 1 upvote
  > **Top comment:** "Not sure I fully understand the question."
- Title: [What's the best way to present 3 packages to a client with individual line items for each package?](https://www.g2.com/discussions/what-s-the-best-way-to-present-3-packages-to-a-client-with-individual-line-items-for-each-package) — 1 comment, 1 upvote
  > **Top comment:** "create 3 separate charts on each page lining out what is included."
- Title: [How can I improve my documents making it more light in order that my clients could download the document](https://www.g2.com/discussions/51249-how-can-i-improve-my-documents-making-it-more-light-in-order-that-my-clients-could-download-the-document) — 1 comment, 1 upvote
  > **Top comment:** "Hi Rafael, thanks for your question!

We have a few suggestions for you that might help with the size of your document:

1. Reduce the number of pages in..."

---
**Source:** [G2.com](https://www.g2.com) | [Comparison Page](https://www.g2.com/compare/epicor-cpq-vs-proposify)