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At a Glance
Market Segments
Small-Business (58.8% of reviews)
Small-Business (84.1% of reviews)
Entry-Level Pricing
$110 per month
$19.00 1 User Per Month
Formstack Documents
Star Rating
(153)4.5 out of 5
Market Segments
Small-Business (58.8% of reviews)
Pros & Cons
Entry-Level Pricing
$110 per month
Browse all 4 pricing plansProposify
Star Rating
(1,138)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.
- Users report that Proposify excels in its document signing capabilities, with a high rating of 9.5 for Document Signing, while Formstack Documents, although strong, does not match this level of performance.
- Reviewers mention that Proposify's ease of use is rated at 8.5, making it more user-friendly compared to Formstack Documents, which has a slightly lower rating of 8.2, indicating a smoother experience for everyday users.
- G2 users highlight Proposify's superior quality of support, scoring 9.2, which is notably higher than Formstack Documents' 8.8, suggesting that users may find more responsive assistance with Proposify.
- Users on G2 appreciate Proposify's robust reporting features, particularly in Engagement Tracking (9.2) and Proposal Effectiveness Reporting (9.0), which are essential for tracking performance, while Formstack Documents falls short in these specific areas.
- Reviewers mention that Proposify offers better custom branding options, scoring 9.2, which allows businesses to maintain their brand identity more effectively compared to Formstack Documents' score of 7.9.
- Users say that Proposify's contract management features, such as Contract Creation (8.9) and Contract Templates (8.8), are more comprehensive than those offered by Formstack Documents, which may lead to a more efficient workflow for users managing contracts.
Pricing
Entry-Level Pricing
Formstack Documents
Starter
$110
per month
Perfect for individuals getting started.
- 150 Document Merges per Month
- 2 Users
- 10 Document Templates
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
Formstack Documents
Free Trial is available
Proposify
Free Trial is available
Ratings
Meets Requirements
9.2
134
9.1
875
Ease of Use
8.2
136
8.5
880
Ease of Setup
8.0
107
8.5
552
Ease of Admin
8.6
105
9.0
468
Quality of Support
8.7
125
9.2
781
Has the product been a good partner in doing business?
9.0
104
9.4
459
Product Direction (% positive)
8.6
132
9.2
810
Features by Category
Signature Process
Not enough data
9.4
284
Not enough data
8.9
264
Not enough data
9.2
280
Not enough data
8.7
228
Not enough data
9.0
248
Not enough data
Feature Not Available
Not enough data
8.8
243
Not enough data
9.1
264
Agentic AI - E-Signature
Not enough data
8.8
7
Not enough data
9.0
7
Not enough data
8.1
7
Not enough data
8.6
7
Not enough data
9.0
5
Not enough data
8.6
7
Security and Scalability
Not enough data
8.9
218
Not enough data
9.0
237
Not enough data
8.8
213
Platform
Not enough data
9.0
231
Not enough data
8.9
211
Not enough data
8.5
176
Not enough data
8.8
227
Not enough data
8.2
176
Configuration - cpq
Not enough data
8.7
29
Not enough data
8.5
20
Not enough data
8.4
26
Not enough data
8.6
27
Not enough data
8.7
29
Pricing
Not enough data
8.4
36
Not enough data
8.3
31
Not enough data
8.5
28
Not enough data
9.0
33
Not enough data
8.9
33
Not enough data
8.6
22
Quoting
Not enough data
9.0
26
Not enough data
8.9
25
Not enough data
9.3
30
Not enough data
8.6
23
Not enough data
9.0
28
Admin
Not enough data
8.9
99
Not enough data
8.7
97
Not enough data
8.7
86
Not enough data
8.7
99
Channels
Not enough data
8.0
22
Not enough data
8.3
19
Not enough data
7.7
18
Platform
Not enough data
8.5
87
Not enough data
8.4
75
Not enough data
8.7
63
Not enough data
9.1
98
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
Not enough data
8.5
638
|
Verified
Not enough data
8.5
654
|
Verified
Not enough data
8.5
572
|
Verified
Not enough data
8.7
613
|
Verified
Not enough data
9.1
635
|
Verified
Not enough data
9.2
628
|
Verified
Workflow
Not enough data
8.4
608
|
Verified
Not enough data
8.4
498
|
Verified
Not enough data
8.6
489
|
Verified
Analytics
Not enough data
9.2
620
|
Verified
Not enough data
9.0
559
|
Verified
Not enough data
8.9
575
|
Verified
Administration and Platform
Not enough data
8.9
540
|
Verified
Not enough data
9.0
609
|
Verified
Not enough data
8.4
451
|
Verified
Not enough data
9.2
579
|
Verified
Not enough data
8.0
258
|
Verified
Not enough data
8.2
393
|
Verified
Generative AI
Not enough data
Feature Not Available
Contract Management Platform Features
Not enough data
8.9
222
Not enough data
8.8
226
Not enough data
8.3
223
Not enough data
8.6
197
Not enough data
8.6
186
Not enough data
8.8
207
Not enough data
8.8
214
Not enough data
8.7
207
Not enough data
8.2
186
Not enough data
8.6
212
Generative AI
Not enough data
7.6
73
Not enough data
Feature Not Available
Agentic AI - Contract Management
Not enough data
7.9
7
Data Sources
8.1
45
8.4
159
7.4
45
Feature Not Available
8.4
46
8.5
170
Generation
8.4
45
8.7
185
8.6
45
8.2
174
8.0
42
8.8
187
Delivery
8.4
42
8.7
163
7.8
39
8.4
146
7.8
40
7.6
131
Generative AI
7.3
27
6.9
57
7.0
27
Feature Not Available
6.8
27
Feature Not Available
6.9
27
Feature Not Available
Agentic AI - Document Generation
Not enough data
8.1
7
Design
7.3
30
Not enough data
7.9
29
Not enough data
7.4
28
Not enough data
Collaboration
Feature Not Available
Not enough data
Feature Not Available
Not enough data
File Types
7.9
30
Not enough data
7.6
30
Not enough data
7.0
28
Not enough data
Edit & Revise
Feature Not Available
Not enough data
Feature Not Available
Not enough data
7.2
29
Not enough data
Integrate & Embed
6.5
28
Not enough data
6.8
29
Not enough data
7.3
28
Not enough data
Operating System
7.7
29
Not enough data
7.4
28
Not enough data
6.7
23
Not enough data
Generative AI
6.9
21
Not enough data
6.9
21
Not enough data
7.0
21
Not enough data
6.8
18
Not enough data
6.9
19
Not enough data
Agentic AI - Document Creation
Not enough data
Not enough data
Categories
Categories
Shared Categories
Formstack Documents and Proposify are categorized as Document Generation
Unique Categories
Formstack Documents is categorized as Document Creation and Salesforce CRM Document Generation
Reviews
Reviewers' Company Size
Formstack Documents
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
Non-Profit Organization Management
7.4%
Financial Services
6.8%
Computer Software
6.8%
Hospital & Health Care
6.1%
Legal Services
4.7%
Other
68.2%
Marketing and Advertising
31.6%
Information Technology and Services
8.6%
Computer Software
7.0%
Management Consulting
5.6%
Construction
4.7%
Other
42.6%
Discussions
How do I use WebMerge?
1 Comment
ST
mostly use it with integration with other automation platforms such as Microsoft Flow or Zapier.Read more
Formstack Documents has no more 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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