# Proposify vs XaitCPQ Comparison
---
## AI Generated Summary
- **G2 reviewers report** that Proposify excels in creating polished and professional proposals, with users highlighting its pre-built templates that save time and ensure brand consistency. This feature allows teams to focus on content rather than formatting, making the proposal process more efficient.
- **Users say** that XaitCPQ offers a highly customizable experience, particularly praising its quote generator for being easy to use across devices. This flexibility is beneficial for businesses needing to generate accurate quotes quickly, as noted by users who appreciate the cloud-based platform's security and support.
- **Reviewers mention** that Proposify's integration capabilities with other tools, such as CRMs, enhance collaboration and streamline workflows. This integration is particularly valued by users who need to maintain data security and compliance while working across different platforms.
- **According to verified reviews** , XaitCPQ stands out for its strong customer support, with users noting that assistance is readily available when navigating complex pricing scenarios. This level of support is crucial for businesses that require quick resolutions to maintain their quoting processes.
- **G2 reviewers highlight** that Proposify's inbuilt e-signature feature simplifies the document signing process, making it easier for teams to finalize proposals without the hassle of manual signatures. This functionality is a significant time-saver for users who frequently deal with contract approvals.
- **Users report** that while XaitCPQ has a solid performance in configuration rules and pricing flexibility, it may not be as widely recognized as Proposify, which has a larger user base and more recent reviews. This difference in market presence could influence the choice for businesses looking for a well-supported solution.



| | Proposify | XaitCPQ | 
|---|---|---|
| **Star Rating** | 4.6 out of 5 | 4.4 out of 5 | 
| **Total Reviews** | 1,134 | 43 | 
| **Largest Market Segment** | Small-Business (84.3% of reviews) | Mid-Market (37.5% of reviews) | 
| **Entry Level Price** | $19.00 1 User Per Month | No pricing available | 

---
## Top Pros & Cons

### Proposify

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

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

### XaitCPQ

Pros:
- Affordable (1 reviews)
- Customer Support (1 reviews)

Cons:
- Complex Features (1 reviews)
- Complexity (1 reviews)

---
## Ratings Comparison
| Rating | Proposify | XaitCPQ | 
|---|---|---|
  | **Meets Requirements** | 9.1 (871 reviews) | 8.8 (39 reviews) | 
  | **Ease of Use** | 8.5 (876 reviews) | 8.7 (39 reviews) | 
  | **Ease of Setup** | 8.5 (548 reviews) | 7.4 (21 reviews) | 
  | **Ease of Admin** | 9.0 (468 reviews) | 7.5 (21 reviews) | 
  | **Quality of Support** | 9.2 (777 reviews) | 8.9 (39 reviews) | 
  | **Has the product been a good partner in doing business?** | 9.4 (459 reviews) | 8.7 (21 reviews) | 
  | **Product Direction (% positive)** | 9.2 (806 reviews) | 9.1 (39 reviews) | 

---
## Pricing

### 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

### XaitCPQ

#### Entry-Level Pricing

No pricing available

#### Free Trial

No information available

---
## Features Comparison By Category

### E-Signature

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

#### Signature Process

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

#### Agentic AI - E-Signature

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

#### Security and Scalability

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

#### Platform

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

### CPQ

| Product | Score | Reviews |
|---|---|---|
| **Proposify** | 8.6/10 | 143 |
| **XaitCPQ** | 8.4/10 | 38 |

#### Configuration - cpq

| Feature | Proposify | XaitCPQ | 
|---|---|---|
| **Product Catalog** | 8.7 (28 reviews) | 9.2 (28 reviews) ✓ Verified | 
| **Guided Selling** | 8.5 (19 reviews) | 8.7 (21 reviews) ✓ Verified | 
| **Configuration Rules** | 8.4 (25 reviews) | 9.1 (32 reviews) ✓ Verified | 
| **Price Configuration** | 8.7 (26 reviews) | 9.1 (33 reviews) ✓ Verified | 
| **Visual Configuration** | 8.7 (28 reviews) | 9.0 (16 reviews) | 

#### Pricing

| Feature | Proposify | XaitCPQ | 
|---|---|---|
| **Pricing Flexibility** | 8.4 (35 reviews) | 8.9 (30 reviews) ✓ Verified | 
| **Discounting** | 8.3 (30 reviews) | 8.7 (30 reviews) ✓ Verified | 
| **Commerical Rules** | 8.5 (27 reviews) | 9.0 (29 reviews) | 
| **Terms and Conditions** | 9.0 (32 reviews) | 9.1 (26 reviews) ✓ Verified | 
| **Approval Workflow** | 9.0 (32 reviews) | 8.3 (21 reviews) ✓ Verified | 
| **Renewals** | 8.7 (21 reviews) | 8.7 (13 reviews) ✓ Verified | 

#### Quoting

| Feature | Proposify | XaitCPQ | 
|---|---|---|
| **Grouping** | 9.0 (25 reviews) | 8.7 (22 reviews) ✓ Verified | 
| **Version Control** | 8.9 (24 reviews) | 8.8 (20 reviews) ✓ Verified | 
| **Quote Document Generation** | 9.4 (29 reviews) | 8.0 (30 reviews) ✓ Verified | 
| **Ordering** | 8.6 (22 reviews) | 8.7 (20 reviews) ✓ Verified | 
| **Contracts** | 9.1 (27 reviews) | 9.0 (15 reviews) ✓ Verified | 

#### Admin

| Feature | Proposify | XaitCPQ | 
|---|---|---|
| **Configuration Ease of Admin** | 8.9 (98 reviews) | 7.3 (17 reviews) ✓ Verified | 
| **Pricing Administration** | 8.7 (96 reviews) | 8.0 (16 reviews) | 
| **Workflow Management** | 8.7 (85 reviews) | 6.8 (10 reviews) ✓ Verified | 
| **Document Management** | 8.7 (98 reviews) | 7.6 (13 reviews) ✓ Verified | 

#### Channels

| Feature | Proposify | XaitCPQ | 
|---|---|---|
| **Mobile User Support** | 8.1 (21 reviews) | 8.3 (14 reviews) ✓ Verified | 
| **Channel Partner Support** | 8.4 (18 reviews) | 8.6 (12 reviews) ✓ Verified | 
| **eCommerce** | 7.6 (17 reviews) | 9.1 (9 reviews) ✓ Verified | 

#### Platform

| Feature | Proposify | XaitCPQ | 
|---|---|---|
| **CRM Integration** | 8.5 (86 reviews) | 7.9 (15 reviews) ✓ Verified | 
| **Integration API** | 8.4 (74 reviews) | 8.1 (9 reviews) ✓ Verified | 
| **Internationalization** | 8.7 (62 reviews) | 7.3 (10 reviews) | 
| **Scalability** | 9.1 (97 reviews) | 8.9 (16 reviews) ✓ Verified | 
| **Reporting and Dashboards** | Feature Not Available | 5.6 (8 reviews) ✓ Verified | 
| **ERP Integration** | Not enough data | Not enough data | 

#### Generative AI - cpq

| Feature | Proposify | XaitCPQ | 
|---|---|---|
| **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 |
|---|---|---|
| **Proposify** | 8.7/10 | 689 |
| **XaitCPQ** | N/A | N/A |

#### Document Creation

| Feature | Proposify | XaitCPQ | 
|---|---|---|
| **Customizability: Variables and Fields** | 8.5 (637 reviews) ✓ Verified | Not enough data | 
| **Template Creation and Flexibility** | 8.5 (650 reviews) ✓ Verified | Not enough data | 
| **Rich Media** | 8.5 (571 reviews) ✓ Verified | Not enough data | 
| **Online Document Creation** | 8.7 (611 reviews) ✓ Verified | Not enough data | 
| **PDF Creation** | 9.1 (634 reviews) ✓ Verified | Not enough data | 
| **Custom Branding** | 9.2 (624 reviews) ✓ Verified | Not enough data | 

#### Workflow

| Feature | Proposify | XaitCPQ | 
|---|---|---|
| **Document Builder Interface** | 8.4 (607 reviews) ✓ Verified | Not enough data | 
| **Collaborative Creation** | 8.4 (496 reviews) ✓ Verified | Not enough data | 
| **Assembly and Approval Workflows** | 8.6 (486 reviews) ✓ Verified | Not enough data | 

#### Analytics

| Feature | Proposify | XaitCPQ | 
|---|---|---|
| **Engagement Tracking** | 9.2 (616 reviews) ✓ Verified | Not enough data | 
| **Proposal Effectiveness Reporting** | 9.0 (558 reviews) ✓ Verified | Not enough data | 
| **Reporting and Dashboards** | 8.9 (574 reviews) ✓ Verified | Not enough data | 

#### Administration and Platform

| Feature | Proposify | XaitCPQ | 
|---|---|---|
| **User, Role, and Access Management** | 8.9 (539 reviews) ✓ Verified | Not enough data | 
| **Alerts and Notifications** | 9.0 (608 reviews) ✓ Verified | Not enough data | 
| **CRM Integration** | 8.4 (448 reviews) ✓ Verified | Not enough data | 
| **E-Signature Integration** | 9.2 (575 reviews) ✓ Verified | Not enough data | 
| **CPQ Integration** | 8.0 (257 reviews) ✓ Verified | Not enough data | 
| **API / Integrations** | 8.2 (391 reviews) ✓ Verified | Not enough data | 

#### Generative AI

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

### Contract Management

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

#### Contract Management Platform Features

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

#### Generative AI

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

#### Agentic AI - Contract Management

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

### Quote-to-Cash

| Product | Score | Reviews |
|---|---|---|
| **Proposify** | N/A | N/A |
| **XaitCPQ** | 9.6/10 | 6 |

#### Customer Requirements

| Feature | Proposify | XaitCPQ | 
|---|---|---|
| **Quoting** | Not enough data | 10.0 (6 reviews) | 
| **Configuration** | Not enough data | 9.7 (6 reviews) | 
| **Pricing** | Not enough data | 9.7 (6 reviews) | 

#### Contracts

| Feature | Proposify | XaitCPQ | 
|---|---|---|
| **Creation** | Not enough data | 9.2 (6 reviews) | 
| **Negotiation** | Not enough data | 9.7 (5 reviews) | 
| **Execution** | Not enough data | 9.4 (6 reviews) | 

#### Revenue

| Feature | Proposify | XaitCPQ | 
|---|---|---|
| **Invoicing** | Not enough data | 9.2 (6 reviews) | 
| **Matching** | Not enough data | 9.4 (6 reviews) | 
| **Recognition** | Not enough data | 9.7 (6 reviews) | 

### Document Generation

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

#### Data Sources

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

#### Generation

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

#### Delivery

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

#### Generative AI

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

#### Agentic AI - Document Generation

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

### AI Proposal Generator Tools 

| Product | Score | Reviews |
|---|---|---|
| **Proposify** | N/A | N/A |
| **XaitCPQ** | N/A | N/A |

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

| Feature | Proposify | XaitCPQ | 
|---|---|---|
| **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 | Proposify | XaitCPQ | 
|---|---|---|
| **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 | Proposify | XaitCPQ | 
|---|---|---|
| **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 | Proposify | XaitCPQ | 
|---|---|---|
| **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 | Proposify | XaitCPQ | 
|---|---|---|
| **Proposal Performance Analytics** | Not enough data | Not enough data | 

---
## Categories
**Shared Categories (1):** [CPQ Software](https://www.g2.com/categories/cpq)

**Unique to Proposify (5):** [Document Generation Software](https://www.g2.com/categories/document-generation), [Proposal Software](https://www.g2.com/categories/proposal), [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)

**Unique to XaitCPQ (1):** [Quote-to-Cash Software](https://www.g2.com/categories/quote-to-cash)


---
## Reviewer Demographics

### By Company Size

| Segment | Proposify | XaitCPQ | 
|---|---|---|
| **Small-Business** | 84.3% | 32.5% | 
| **Mid-Market** | 14.1% | 37.5% | 
| **Enterprise** | 1.6% | 30.0% | 

### By Industry

#### 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%

#### XaitCPQ

- **Information Technology and Services:** 12.5%
- **Retail:** 7.5%
- **Electrical/Electronic Manufacturing:** 7.5%
- **Biotechnology:** 5.0%
- **Mechanical or Industrial Engineering:** 5.0%
- **Computer Software:** 5.0%
- **Construction:** 5.0%
- **Information Services:** 5.0%
- **Entertainment:** 5.0%
- **Aviation & Aerospace:** 2.5%
- **Other:** 40.0%

---
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---
## Top Discussions

### 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..."

### XaitCPQ

No discussions available for this product.

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