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Proposify vs Quotient vs ClientPoint vs PandaDoc Comparison

Last updated:

Proposify

4.5(1,997 reviews)

Starting at $49 /User/Month

  • Free Trial
  • Individuals
  • Large Enterprises

Proposify's powerful proposal management platform makes creating and managing complex proposals easy and efficient. Proposify enables users to create proposal packages in minutes without writing any code. Proposify is fo…

Quotient

4.6(176 reviews)

Starting at $25 /Month

  • Free Trial
  • Large Enterprises
  • Medium Business

Quotient is proposal software that lets user manage proposals, quotation and account information, collaborate with team, and track sales performance. Integrates seamlessly with third-party accounting systems and busines…

ClientPoint

4.4(1,225 reviews)

Starting at Contact for pricing

  • Large Enterprises
  • Medium Business

ClientPoint is a contemporary proposal software for professional services firms. It's a complete solution that offers clients the ability to deal with business proposals from multi-service providers in the comfort of the…

PandaDoc

4.0(3,042 reviews)

Starting at $19 /User/Month

  • Free Trial
  • Large Enterprises
  • Medium Business

PandaDoc is a seamless merger of documents and signatures into one powerful, streamlined experience. It lets user send proposals using any email client and respond to client questions with built in chat. PandaDoc automat…

Quotient leads on user satisfaction with a 4.6-star rating across 176 reviews.

Proposify vs Quotient vs ClientPoint vs PandaDoc — at a glance

FeatureProposifyQuotientClientPointPandaDoc
Rating4.5 / 54.6 / 54.4 / 54.0 / 5
Reviews1,9971761,2253,042
Starting price$49 /User/Month$25 /MonthContact for pricing$19 /User/Month
Free trial Yes Yes No Yes
Free version No No No No
Best forIndividuals, Large Enterprises, Medium BusinessLarge Enterprises, Medium Business, Small BusinessLarge Enterprises, Medium Business, Small BusinessLarge Enterprises, Medium Business, Small Business
CategoryProposal SoftwareProposal SoftwareProposal SoftwareProposal Software
PlatformsSaaS/Web/Cloud, Mobile - Android, Mobile - iOSSaaS/Web/CloudSaaS/Web/CloudSaaS/Web/Cloud, Mobile - Android, Mobile - iOS
APIAvailableAvailableAvailable
Support modesBusiness Hours, OnlineBusiness Hours, Online24/7 (Live rep), Business Hours, Online
CertificationsSOC 2, GDPRSOC 2, GDPR
Data residencyUSUSUSUS

Key differences between Proposify and Quotient

  • Pricing: Proposify starts at $49 /User/Month, while Quotient starts at $25 /Month.
  • Target audience: Proposify is built for Individuals and Large Enterprises, while Quotient targets Large Enterprises and Medium Business.
  • User satisfaction: Quotient scores higher with a 4.6-star average.
  • Deployment: Proposify supports SaaS/Web/Cloud, Mobile - Android, Mobile - iOS; Quotient supports SaaS/Web/Cloud.

Compare Proposify vs Quotient vs ClientPoint vs PandaDoc — and walk away knowing which one fits.

01

Which tool fits your team best

02

Which is actually cheaper for your team size

03

Where each product wins, per real buyers

Most Proposal Software tools look identical on paper. This comparison cuts to the differences that matter — pricing structure, team fit, and what real buyers found after signing up.

Proposify - Proposal Software
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Quotient - Proposal Software
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ClientPoint - Proposal Software
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Free PDF comparison

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Biggest differences

Start here before you go deeper into features.

Proposify

Best for small to medium sales teams needing quick, professional proposal creation.

Choose if
  • You want no-code, fast proposal package creation with customizable templates.
  • Your team values seamless integration with billing tools like Stripe and Harvest.
  • You need a simple, streamlined workflow to replace manual Excel or Word proposals.
Consider alternatives if
  • You require enterprise-grade, highly complex proposal management features.
  • You need extensive free plan features due to budget constraints or startup status.

Quotient

Best for sales teams needing integrated proposal and sales performance management.

Choose if
  • You want seamless integration with accounting and CRM systems for unified workflows.
  • Your team needs to create and track quotes, margins, and commissions in one place.
  • You value multimedia-enhanced proposals to increase client engagement and conversion rates.
Consider alternatives if
  • Your organization requires extensive third-party app marketplace options beyond current offerings.
  • Your users lack access to onboarding or support needed to manage the software’s complexity.

ClientPoint

Best for professional services firms needing customizable, CRM-integrated proposal software.

Choose if
  • You manage complex, multi-service proposals requiring tailored virtual packages.
  • Your sales or business development team needs real-time client engagement tracking.
  • You want a flexible, configurable workflow that speeds up proposal creation.
Consider alternatives if
  • You are a small team or solo user needing a simple, easy-to-learn tool.
  • Your organization requires extensive third-party app integrations beyond CRM.

PandaDoc

Best for small to medium sales teams needing simple, integrated proposal and e-signature workflows.

Choose if
  • You want a unified platform combining document creation and e-signatures with built-in client chat.
  • Your team values a user-friendly interface that simplifies editing, tracking, and signature collection.
  • You need low-complexity setup and streamlined workflows for managing proposals and contracts efficiently.
Consider alternatives if
  • Your organization requires advanced analytics and detailed reporting capabilities.
  • You depend heavily on extensive third-party integrations and customization options.

Proposify: Best for small to medium sales teams needing quick, professional proposal creation. Quotient: Best for sales teams needing integrated proposal and sales performance management.

Description

Proposify's powerful proposal management platform makes creating and managing complex proposals easy and efficient. Proposify enables users to create proposal packages in minutes without ... Read More about Proposify

Quotient is proposal software that lets user manage proposals, quotation and account information, collaborate with team, and track sales performance. Integrates seamlessly with third-party ... Read More about Quotient

ClientPoint is a contemporary proposal software for professional services firms. It's a complete solution that offers clients the ability to deal with business proposals from multi-service ... Read More about ClientPoint

PandaDoc is a seamless merger of documents and signatures into one powerful, streamlined experience. It lets user send proposals using any email client and respond to client questions with ... Read More about PandaDoc

Entry Level Pricing

  • Starts from $49
  • Starts from $25
  • Not Available
  • Starts from $19 , Billed Yearly

Free Trial Availability

  • No free trial

Spotsaas Score

What's this? ↗

9.3/10

8.6/10

8.5/10

9.8/10

User Ratings

Based on verified Spotsaas reviews

Best Company Size

Small BusinessMedium Business
Small BusinessMedium Business
51-500 employees500+ employees
1-50 employees51-500 employees
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Software Demo

Demo

No software demo available

Quotient has not given any software demo yet

If you're the owner of this profile, add your demo.Contact us

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Step 1 of 4

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How do Proposify, Quotient, ClientPoint and PandaDoc Compare on Features?

Total Features

13 Features

11 Features

8 Features

13 Features

Unique Features

No unique features

No unique features

No unique features

No unique features

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Get Quote
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Compare Proposify, Quotient, ClientPoint and PandaDoc on pricing

Review starting price, plan structure, and free-trial access side by side so you can see which option fits your budget and buying process.

Pricing Option

          Starting From

          • $49
          • $25
          • Not Available
          • $19 , Billed Yearly

          Pricing Plans

          • Not Available
          • Not Available
          • Not Available
          • Free eSign

            • Unlimited legally binding eSignatures

            • Unlimited document uploads

            • Payments

            Show more +

          • Essentials

            • Includes features of Free plan, plus

            • Templates

            • Rich media drag and drop document editor

            Show more +

          • Business

            • Includes features of Essential plan, plus

            • CRM and Zapier integrations

            • Content library

            Show more +

          • Browse all pricing plans

          Pricing Page

          Proposify pricing
          Quotient pricing

          Pricing information not available

          PandaDoc pricing

          Other Details

          Organization Types supported

          • Medium Business
          • Small Business
          • Large Enterprises
          • Individuals
          • Freelancers
          • Medium Business
          • Small Business
          • Large Enterprises
          • Individuals
          • Freelancers
          • Medium Business
          • Small Business
          • Large Enterprises
          • Individuals
          • Freelancers
          • Medium Business
          • Small Business
          • Large Enterprises
          • Individuals
          • Freelancers

          Platforms Supported

          • Browser Based (Cloud)
          • Mobile - Android
          • Mobile - iOS
          • Installed - Windows
          • Installed - Mac
          • Browser Based (Cloud)
          • Browser Based (Cloud)
          • Mobile - Android
          • Mobile - iOS
          • Installed - Windows
          • Installed - Mac
          • Browser Based (Cloud)
          • Browser Based (Cloud)
          • Mobile - Android
          • Mobile - iOS
          • Installed - Windows
          • Installed - Mac
          • Browser Based (Cloud)
          • Browser Based (Cloud)
          • Mobile - Android
          • Mobile - iOS
          • Installed - Windows
          • Installed - Mac
          • Browser Based (Cloud)

          Modes of support

          • 24/7 (Live rep)
          • Business Hours
          • Online
          • 24/7 (Live rep)
          • Business Hours
          • Online
          • 24/7 (Live rep)
          • Business Hours
          • Online
          • 24/7 (Live rep)
          • Business Hours
          • Online

          API Support

          • Available
          • Available
          • Not Available
          • Available
          Get help choosing
          Get help choosing
          Get help choosing

          Security & Compliance

          Certifications, data handling, and security controls for IT and compliance evaluators.

          SOC 2

          ✓ Yes

          HIPAA

          ✗ No
          ✗ No
          ✗ No

          GDPR

          ✓ Yes

          ISO 27001

          ✗ No

          Single Sign-On (SSO)

          ✓ Yes

          Multi-Factor Auth (MFA)

          ✓ Yes

          Data Encryption

          ✓ Yes

          Audit Logs

          ✓ Yes

          Data Residency

          🇺🇸 US
          🇺🇸 US
          🇺🇸 US

          Proposify vs Quotient vs ClientPoint User Reviews & Rating Comparison

          User Ratings

          Rating Distribution

          543

          21

          2

          3

          0

          110

          4

          2

          0

          0

          135

          52

          7

          1

          1

          1889

          82

          4

          3

          9

          Spotsaas Editor’s POV generated by AI

          Buyer sentiment

          Overall positive sentiment with praise for ease of use and template customization, tempered by some concerns about editor usability and pricing.

          What buyers like

          • Ease of use
          • Template customization
          • Integration with billing tools

          Common complaints

          • Editor usability issues
          • Pricing concerns

          Buyer sentiment

          Overall positive sentiment highlights improved sales efficiency and user-friendly customization, tempered by concerns over feature complexity and limited integrations.

          What buyers like

          • Ease of use
          • Integration capabilities
          • Customer support quality

          Common complaints

          • Feature complexity for new users
          • Limited marketplace integrations

          Buyer sentiment

          Users generally praise ClientPoint for its customization, CRM integration, and efficiency gains, though some find the feature set overwhelming and desire more integrations.

          What buyers like

          • Ease of use
          • Customization
          • CRM integration

          Common complaints

          • Complexity for new users
          • Limited integrations

          Buyer sentiment

          Overall positive sentiment highlights ease of use and efficient signature workflows, with some concerns about pricing and limited advanced features.

          What buyers like

          • Ease of use
          • Efficient signature process
          • Responsive customer support

          Common complaints

          • Pricing concerns
          • Limited editing and analytics features

          Pros and Cons

          • Easy-to-use, professional, and customizable templates that save time

          • Streamlined proposal creation with real-time insights on engagement

          • Seamless integrations with billing tools like Stripe and Harvest

          • Editor tool can be finicky and cumbersome during proposal creation

          • Per user pricing may be considered expensive by some users

          • Automates lead generation and quoting process efficiently, saving time

          • User-friendly interface with customization options for varying skill levels

          • Seamless integration with CRM and accounting software

          • Complexity in fully utilizing all features can overwhelm new users

          • Limited app marketplace restricts advanced integrations

          • Speeds up proposal creation and improves sales efficiency

          • Highly customizable proposals tailored to client needs

          • Seamless CRM integration with real-time tracking and analytics

          • Steep learning curve due to rich feature set without adequate support

          • Limited app marketplace restricting advanced integrations

          • Streamlined signature collection process improving efficiency

          • User-friendly interface simplifying document editing and tracking

          • Responsive and effective customer support

          • Paid plans can be expensive for some businesses

          • Free version has limited editing capabilities

          Positive Reviews

          No reviews available for the product

          No reviews available for the product

          No reviews available for the product

          No reviews available for the product

          List of Customers

          Customers

          Bang Digital

          Bang Digital

          ORLO

          ORLO

          Yellowstone

          Yellowstone

          No Customers information available.

          No Customers information available.

          Impact

          Impact

          Above Green

          Above Green

          Werfen

          Werfen

          Media and Screenshots

          Screenshots

          No screenshots available.

          Quotient screenshot

          3 Screenshots

          ClientPoint Reports

          3 Screenshots

          Videos

          video-0

          4 Videos

          No videos available.

          video-0

          3 Videos

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          Disclaimer: This research has been collated from a variety of authoritative sources. We welcome your feedback at [email protected].

          Frequently asked questions

          Which is better, Proposify or Quotient?
          Quotient edges out the other on user ratings (4.6 vs 4.5). That said, the best pick depends on your use case — use the comparison tables above to evaluate each dimension.
          Do Proposify and Quotient offer a free trial?
          Yes, both Proposify and Quotient offer a free trial.
          What is the starting price of Proposify vs Quotient?
          Proposify starts at $49 /User/Month. Quotient starts at $25 /Month.
          What are the top alternatives to Proposify?
          Top alternatives to Proposify include PandaDoc, Better Proposals, Qwilr, Proposable, Propoze.
          What are the top alternatives to Quotient?
          Top alternatives to Quotient include PandaDoc, Offorte, Quoters, Quote Roller, RocketDocs.

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