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Docsiv vs Proposify

Proposify is proposal software for sales teams: a drag-and-drop editor, a content library, approval workflows, unlimited e-signatures and a timeline of who opened what. Docsiv makes proposals too, with AI drafting, alongside the decks, reports, forms and invoices an agency sends after the deal is won.

Sign up freeSee the full table

Checked against each product’s own site

QuestionDocsivProposify
Best forAgencies and freelancers making proposals, decks, reports, forms and invoices in one place, with AISales teams that want approvals, a content library and section-by-section view tracking
Starts at$20 a month for the workspace$35 a user a month, billed yearly
Free planYes: every app and 500 AI credits a monthNo: a 14-day trial

Two good tools. Pick the one that fits the work.

Proposify is proposal software with a content library, approvals, e-signatures and document insights. Where it’s the better choice comes first.

Proposify is the better choice when…
  • Proposals need sign-off from a manager before they go out
  • Clients should pick optional items and quantities in the quote
  • You want unlimited e-signatures on the entry plan
  • You want to see the time spent on each section
  • You need Salesforce
Docsiv is the better choice when…
  • Proposals, decks, reports, forms and invoices in one place
  • A free plan to start, and Team covers up to five people for $60 a month
  • Docsiv AI writes the first draft of the whole proposal
  • Whiteboards and site review for the project after it’s signed

Docsiv and Proposify, side by side.

Read on both products’ own sites on 18 October 2026. “Not listed” means their site doesn’t say, not that it can’t.

  • Yes
  • Partly
  • No
  • ?Not listed
Docsiv and Proposify, feature by feature
DocsivProposify
Making the documents
AI draftingDocsiv AI writes whole proposals, reports, decks and forms from a brief or attached files, then edits them with you. 500 credits a month on Free.AI help with writing in the editor, and a connection to Claude for creating documents.
ProposalsProposals app: designed templates, fee tables, sign-off pages, and PDF or web page exports.Drag-and-drop editor, content library and product catalogue.
Quotes clients can adjustFees are a table on the page; clients can’t pick options or quantities.Optional items and quantities clients choose.
Decks and reportsReports with charts, and decks you present or export as PPTX and PDF.Built for proposals.
FormsForms app with logic and typed signatures; responses download as CSV. Needs a free account.Client input forms inside a proposal.
Sending and signing
E-signaturesOn Pro (40 requests a month) and Team (unlimited), not Free. Signing order, email codes, reminders, a signed PDF and certificate.Unlimited documents and signatures on every plan.
See who read itOn Pro and Team: views, visitors, time spent and how far each view got, for share links and published pages.When each recipient opened it and the time spent in each section.
Approval workflowsNo approval step before sending; ask for a review in a comment.On Grow, set off by totals and discounts.
PaymentsDoesn’t process payments. Put your Stripe or PayPal link on an invoice.Through Stripe; their pricing page doesn’t say which plan.
Your own domainOn Pro and Team: links on your own domain, and email from your own address.Custom domain mapping.
Around the work
CRMNo CRM, deal pipeline or CRM sync.HubSpot, Zoho, Pipedrive and Zapier; Salesforce on Scale.
Free planEvery app, 500 AI credits a month and 5 GB. No e-signature sending or analytics.No free plan; a 14-day trial.

The whole client job, in one workspace.

Proposify covers two of these. Docsiv makes all six, from real templates or Docsiv AI, in one workspace.

  • ProposalAlso in Proposify
  • Service agreementAlso in Proposify
  • Kickoff deckNot in Proposify
  • Project brief formNot in Proposify
  • Monthly reportNot in Proposify
  • InvoiceNot in Proposify

What each costs.

In US dollars, from each company’s own pricing page. Docsiv is priced per workspace; most of the tools it’s compared with are priced per person.

Docsiv
  • Free$0Every app, 500 AI credits a month, 1 member, 5 GB. No e-signature sending or analytics.
  • Pro$20 a monthOr $192 a year. 10,000 AI credits a month, 1 member, 50 GB, 40 e-signature requests a month, analytics, your own domain.
  • Team$60 a monthOr $576 a year, for up to 5 members. 35,000 shared AI credits a month, 100 GB, unlimited e-signature requests.

See every plan

Proposify
  • Build$35 a user a month, billed yearly$49 billed monthly.
  • Grow$325 a month, billed yearly5 seats included; more at $780 a seat a year. Approval workflows.
  • Scale$1,066 a month, billed yearly10 seats included. Salesforce and SSO.

No free plan; a 14-day trial without a card. Read on proposify.com/pricing on 18 October 2026. Proposify’s pricing page

Moving from Proposify, one job at a time.

There’s no importer, and you don’t need one: start with the next piece of work rather than the archive.

  1. 1Bring what you have

    Download your Proposify documents as PDF or Word and open them in the PDFs or Documents app, or attach one to Docsiv AI and ask for a new version built from it.

  2. 2Set your brand once

    Add your logo, colours and fonts as a brand kit. Templates and AI drafts pick them up, so the first document already looks like yours.

  3. 3Run both for a while

    Keep Proposify for proposals that need approvals while the rest of the client work moves across.

Testimonials

In their own words.

What agencies and teams say after moving their client work into Docsiv.

Used by

The Boost GroupApsticVirtual XcellenceRecruit Hunt

“Proposals used to take a day across four tools. Now we send them branded from one place, and clients sign the same afternoon.”
MartijnHOA, The Boost Group
“Our decks, proposals and reports live in one place now. The team works on the same files instead of passing versions around, and AI gets us to a first draft fast.”
Virtual XcellenceProduct Manager
“We replaced our proposal tool, our deck tool and our e-sign tool in one afternoon. Everything our clients see now goes out in our brand.”
ApsticFounder
RecruitHunt uses Docsiv for recruitment, staffing and AEC client work.
Asha MehtaFounder, Recruit Hunt

Docsiv and Proposify: common questions.

Something else on your mind? Ask us in the chat, bottom right of the page.

Is Docsiv cheaper than Proposify?

For a small team, usually. Docsiv Team is $60 a month for up to five members; Proposify’s Build plan is $35 a user a month billed yearly, and Grow starts at $325 a month. Proposify includes unlimited e-signatures and approval workflows, so compare the features you need, not only the price.

Does Docsiv have a content library like Proposify?

Not as a library of reusable sections. Start from a template or a copy of an earlier proposal, or attach your past work to Docsiv AI when it drafts.

Can I see when a client opens my proposal?

On Pro and Team, yes: Analytics shows each shared proposal’s views, visitors, time spent and how far they read. It doesn’t show time per section the way Proposify does.

Can clients choose options in the quote?

No. In Docsiv, fees are a table on the page. If clients need to tick optional items or change quantities, Proposify does that.

Keep comparing.

Related

Put it to the test on real work

Describe the next thing you’d make in Proposify. Docsiv AI drafts it in your brand, ready to edit, share or send for signature.