Compare Proposify and SmartDocs 
At a Glance
Market Segments
Small-Business (84.1% of reviews)
Small-Business (53.3% of reviews)
Entry-Level Pricing
$19.00 1 User Per Month
$395 per user, per year
Proposify
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 plansSmartDocs
Star Rating
(15)4.5 out of 5
Market Segments
Small-Business (53.3% of reviews)
Pros & Cons
Not enough data
Entry-Level Pricing
$395 per user, per year
Browse all 3 pricing plansSummary
AI Generated Summary
AI-generated. Powered by real user reviews.
- G2 reviewers report that Proposify excels in overall user satisfaction, reflected in its significantly higher G2 Score compared to SmartDocs. Users appreciate its ability to create polished proposals quickly, which enhances brand consistency and professionalism.
- According to verified reviews, SmartDocs shines in its ease of use, with users highlighting features like collaboration tools and an intuitive interface that simplifies document creation across various platforms. This makes it a strong choice for those who prioritize a user-friendly experience.
- Users say that Proposify's integration capabilities with CRMs and its focus on data security are standout features. The built-in e-signature option streamlines the signing process, making it a favorite for teams that require secure and efficient proposal management.
- Reviewers mention that while SmartDocs offers flexibility and a strong document creation process, it has fewer recent reviews, which may indicate a smaller user base or less frequent updates. This could be a concern for potential users looking for a well-supported product.
- G2 reviewers highlight Proposify's robust reporting and engagement tracking features, which help teams measure proposal effectiveness. This capability is particularly beneficial for businesses that want to analyze their proposal strategies and improve their success rates.
- Users report that SmartDocs provides a solid experience with features like auto-save recovery and document sharing, but it may not match the comprehensive support and resources available with Proposify, which has a higher quality of support rating according to user feedback.
Pricing
Entry-Level Pricing
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
SmartDocs
EXPRESS
$395
per user, per year
Ideal for casual writers who create repetitive documents such as proposals, assessments, contracts, and reports.
Free Trial
Proposify
Free Trial is available
SmartDocs
Free Trial is available
Ratings
Meets Requirements
9.1
873
8.3
15
Ease of Use
8.5
878
9.0
15
Ease of Setup
8.5
550
7.7
5
Ease of Admin
9.0
468
8.0
5
Quality of Support
9.2
779
8.8
13
Has the product been a good partner in doing business?
9.4
459
8.3
5
Product Direction (% positive)
9.2
808
10.0
15
Features by Category
Signature Process
9.4
283
Not enough data
9.0
263
Not enough data
9.2
279
Not enough data
8.7
227
Not enough data
9.0
247
Not enough data
Feature Not Available
Not enough data
8.8
242
Not enough data
9.1
263
Not enough data
Agentic AI - E-Signature
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
Not enough data
Security and Scalability
8.9
217
Not enough data
9.0
236
Not enough data
8.8
212
Not enough data
Platform
9.0
230
Not enough data
8.9
210
Not enough data
8.5
175
Not enough data
8.8
226
Not enough data
8.2
175
Not enough data
Configuration - cpq
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
Not enough data
Pricing
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
Not enough data
Quoting
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
Not enough data
Admin
8.9
98
Not enough data
8.7
96
Not enough data
8.7
85
Not enough data
8.7
98
Not enough data
Channels
8.1
21
Not enough data
8.4
18
Not enough data
7.6
17
Not enough data
Platform
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
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
8.5
637
|
Verified
8.8
15
|
Verified
8.5
651
|
Verified
8.6
15
|
Verified
8.5
571
|
Verified
8.4
15
|
Verified
8.7
611
|
Verified
Feature Not Available
9.1
634
|
Verified
9.2
14
|
Verified
9.2
626
|
Verified
Feature Not Available
Workflow
8.4
607
|
Verified
8.7
14
|
Verified
8.4
497
|
Verified
8.9
15
|
Verified
8.6
487
|
Verified
8.9
14
|
Verified
Analytics
9.2
618
|
Verified
8.2
13
|
Verified
9.0
558
|
Verified
8.3
14
|
Verified
8.9
575
|
Verified
8.5
14
|
Verified
Administration and Platform
8.9
539
|
Verified
8.6
12
|
Verified
9.0
608
|
Verified
8.6
11
|
Verified
8.4
449
|
Verified
7.8
10
|
Verified
9.2
577
|
Verified
Feature Not Available
8.0
257
|
Verified
Feature Not Available
8.2
391
|
Verified
8.0
10
|
Verified
Generative AI
Feature Not Available
Not enough data
Contract Management Platform Features
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
Not enough data
Generative AI
7.6
72
Not enough data
Feature Not Available
Not enough data
Agentic AI - Contract Management
8.1
6
Not enough data
Data Sources
8.4
158
Not enough data
Feature Not Available
Not enough data
8.6
169
Not enough data
Generation
8.7
184
Not enough data
8.2
173
Not enough data
8.8
186
Not enough data
Delivery
8.7
162
Not enough data
8.4
145
Not enough data
7.6
130
Not enough data
Generative AI
6.8
56
Not enough data
Feature Not Available
Not enough data
Feature Not Available
Not enough data
Feature Not Available
Not enough data
Agentic AI - Document Generation
8.3
6
Not enough data
Categories
Categories
Shared Categories
Proposify and SmartDocs are categorized as Proposal
Unique Categories
SmartDocs has no unique categories
Reviews
Reviewers' Company Size
Proposify
Small-Business(50 or fewer emp.)
Mid-Market(51-1000 emp.)
Enterprise(> 1000 emp.)
SmartDocs
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
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%
Higher Education
13.3%
Food & Beverages
13.3%
Retail
6.7%
Primary/Secondary Education
6.7%
Newspapers
6.7%
Other
53.3%
Discussions
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
Where is my reusable content stored?
1 Comment
Official Response from SmartDocs
If you use Professional Edition or Express Edition, your reusable content is stored in Microsoft SharePoint. Your reusable content repository can reside...Read more
How is SmartDocs licensed?
1 Comment
Official Response from SmartDocs
You pay an annual subscription fee that includes everything you need to use the software, including access to the SmartDocs software, full product support,...Read more
We don't store our documents in SharePoint. Is this a problem?
1 Comment
Official Response from SmartDocs
No. SmartDocs only uses SharePoint to store your reusable content. Your documents can be stored in the exact same location you store them today.Read more
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