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About

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 design to sign-off, get the confidence and flexibility to dominate deals. Create impressive sales documents that stay consistent and error-free. Receive the insights to scale your process, make timely engagements, and accurately forecast. Deliver a seamless sign-off experience for your customers and prospects. Features include a flexible and user-friendly design editor, electronic signatures, CRM integrations, data-driven insights, interactive pricing, content management, approvals, and so much more.

About

Tommos is an AI-assisted CRM for founder-led service businesses that manage sales from inquiry through contract and invoicing. Its Tommo SDR agent responds to website inquiries and schedules discovery calls; Tommo Closer prepares call recaps, proposals, and follow-up emails; and Tommo Legal reviews client contracts against the seller’s stated positions and drafts clause memos. Work is presented as approval cards for review before messages are sent. After 12 approvals of the same type without edits, users can allow that email action to run automatically. For won deals, users can review proposed invoices and send them through Mercury. Tommos also provides a browser-based CRM, Google Workspace connections, and access through a REST API and MCP server for project- and service-based B2B sales workflows.

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported

Audience

Proposify supports sales professionals, wanting to create beautiful and customized proposals efficiently.

Audience

Founder-led B2B companies of 1 to 50 people that sell projects or hours after a call, an estimate and a contract: tech services, marketing agencies, consulting, professional services, recruiting and staffing agencies.

Support

Phone Support Supported
24/7 Live Support Not Supported
Online Supported

Support

Phone Support Not Supported
24/7 Live Support Not Supported
Online Supported

API

Offers API Not Supported

API

Offers API Supported

Screenshots and Videos

Screenshots and Videos

Pricing

$35/month
- 5 Active Documents
Team Plan $49.00/month
Great for growing sales teams. Billed quarterly or annually.
- Unlimited Documents
- Standard Integrations
- Custom Fields & Variables
- Client Input Forms
- PDF Downloads
- White Labelling
- Chat Support

Business Plan $590.00/month
Perfect for teams of 10 or more. Billed annually. - 10+ Users
- Salesforce Integration
- Approval Workflow
- User Roles & Permissions
- Unassigned Signatures
- Premium Support
- Onboarding Services
Free Version Not Supported
Free Trial Supported

Pricing

Three plans, Book, Close and Sign, priced per firm with no seats; the current price is on the Tommos pricing page. A 14-day trial is available without a payment card. A 30-day money-back guarantee applies to the first payment.
Free Version Not Supported
Free Trial Supported

Reviews/Ratings

Overall 5.0 / 5
ease 5.0 / 5
features 5.0 / 5
design 5.0 / 5
support 5.0 / 5

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Pros & Cons from Real Users

Pros

  • Super clean way to create and send proposals to your customers and looks branded and professional.

Cons

  • It is a little bit costly of a program.

Training

Documentation Supported
Webinars Not Supported
Live Online Supported
In Person Not Supported

Training

Documentation Supported
Webinars Not Supported
Live Online Not Supported
In Person Not Supported

Company Information

Proposify
Founded: 2012
Canada
www.proposify.com

Company Information

Tommos
Founded: 2026
United States
tommos.ai

Alternatives

Alternatives

Nex

Nex

GarageSpace
Mach

Mach

MachGTM

Categories

Categories

AI CRM Supported
AI Sales Agents Supported
AI SDR Supported
CRM Supported

Proposal Management Features

Automatic Formatting Supported
Calendar Management Not Supported
Collaboration Supported
Contact Management Supported
Content Repository Supported
Document Management Supported
Electronic Signature Supported
Knowledge Library Supported
Pipeline Management Supported
Requirements Management Not Supported
Revision Management Supported
RFP Management Not Supported
Task Management Not Supported
Templates Supported
Version Control Supported

CRM Features

Calendar/Reminder System Supported
Call Logging Not Supported
Document Storage Supported
Email Marketing Not Supported
Internal Chat Integration Not Supported
Lead Scoring Not Supported
Marketing Automation Integration Not Supported
Mobile Access Not Supported
Quotes / Proposals Supported
Segmentation Not Supported
Social Media Integration Not Supported
Task Management Not Supported
Territory Management Not Supported

Integrations

APIANT Supported
AccessOwl Supported
Claude Duet Not Supported
Formstack Documents Supported
Google Analytics Not Supported
Granola Not Supported
HubSpot CRM Supported
HubSpot Customer Platform Supported
HubSpot Marketing Hub Supported
Insightly Supported
Mercury Not Supported
Olark Supported
Podio Supported
Raklet Supported
Salesforce Supported
Stackreaction Supported
Wufoo Supported
Zapier Supported
Zoho Books Supported
ZoomInfo Not Supported

Integrations

APIANT Not Supported
AccessOwl Not Supported
Claude Duet Supported
Formstack Documents Not Supported
Google Analytics Supported
Granola Supported
HubSpot CRM Not Supported
HubSpot Customer Platform Not Supported
HubSpot Marketing Hub Not Supported
Insightly Not Supported
Mercury Supported
Olark Not Supported
Podio Not Supported
Raklet Not Supported
Salesforce Not Supported
Stackreaction Not Supported
Wufoo Not Supported
Zapier Not Supported
Zoho Books Not Supported
ZoomInfo Supported
Claim Proposify and update features and information
Claim Proposify and update features and information
Claim Tommos and update features and information
Claim Tommos and update features and information