Document generation comparison

Proposify Alternative: Proposify vs TurboDocx

Proposals from your own Word templates and Salesforce data, without a premium add-on

Proposify builds proposals in its own editor and lets buyers interact with them online. Its Salesforce managed package is a premium add-on that is available only on its Scale plan. TurboDocx builds proposals from your own Word and PowerPoint templates, fills them from Salesforce, HubSpot, or Wrike data, and sends them for signature with TurboSign. There is a free plan, and Pro is $20 per user a month.

5 Free

Document generations per month, no credit card

$20/user/mo

Unlimited in-app generations on Pro; Salesforce follows API pricing

Word and PowerPoint

Bring the templates your team already uses

Generate and Sign

Send for signature with TurboSign; 6 official SDKs

Proposify vs TurboDocx: Pricing and Features Side by Side

How TurboDocx compares to Proposify on pricing, the Salesforce connection, templates, and signing. Competitor details are cited below. Weighing more than one tool? See the best Salesforce document generation apps and the best proposal software for Salesforce.

Feature comparison between TurboDocx and Proposify
FeatureTurboDocxProposify
What it isA document generation platform. You build templates from your own Word or PowerPoint files, fill them from Salesforce, HubSpot, or Wrike data, and send the finished document for signature with TurboSign. Quoting with TurboQuote is in the same plansProposal software with a drag-and-drop editor for text, images, video, tables, and shapes, plus interactive quoting, a content library, a product catalog, and e-signatures
How you payPublished per-user prices: Free (5 document generations a month, PDF output, one user), Team at $10 per user per month (10 generations a month, with full document and slide deck export), and Pro at $20 per user per month with unlimited in-app generations for named users; generations from Salesforce data follow our API pricingPer user. Build is $49 per user per month billed monthly, or $39 billed annually. Grow is $65 per user per month, billed annually. Scale is $12,800 a year including 10 users (about $107 per user per month). Extra users on Grow and Scale are $780 a year
Free planFree plan with no credit card: 5 document generations and 5 signature documents a month, for one user, with PDF output. Generating from Salesforce data needs Pro or EnterpriseNo free plan listed. Build has a 14-day trial with no card needed
Salesforce connectionIn the TurboDocx web app. An OAuth connection reads your Salesforce org: pick a template, choose Salesforce as the source, and select the record or let the AI agent find it, across 13 standard objects (including Account, Contact, Opportunity, Lead, Quote, and Product2) plus custom objects. Generation only reads from Salesforce, and the draft is not saved on the record. The Salesforce data source is on Pro and EnterpriseA Salesforce managed package so reps create, edit, send, track, and collect e-signatures without leaving the Salesforce opportunity. The pricing page lists it as a premium integration sold as an add-on, and only on the Scale plan
TemplatesYour own Word and PowerPoint files (or Google Docs) with variables added. AI can write custom sections, and reps can insert pre-approved content from a knowledge baseBuilt in Proposify's editor, with reusable sections, snippets, and images in a content library. Custom template design is $1,500 on Build
OutputDOCX, PPTX, or PDF, downloaded or pushed to Google Drive, OneDrive, or SharePoint. Free plan output is PDF onlyProposals shared with the client online, with document analytics, and PDF export that matches the digital version
E-signatureTurboSign is built in, legally binding under the ESIGN Act and UETA, with an audit trail on every signed document. The free, open source TurboSign for Salesforce app adds Send for Signature to records, and on Pro and up saves the signed PDF and audit trail to the record's filesIncluded on every plan
API and automationREST API and official SDKs (JavaScript/TypeScript, Python, PHP, Go, Java, and Ruby) for generation and signing, a verified n8n node, and a Flow action in TurboSign for Salesforce that sends for signature automaticallyAPI access from Grow, an MCP server for AI tools, and a workflow automation builder for rules between Proposify and other tools

Sources, verified November 14, 2026. Competitor pricing and features may change; confirm current details on the vendor site.

Where Proposify Is Stronger

  • Interactive proposals. Buyers can choose optional fees or change quantities in the proposal, which helps upsell. A TurboDocx proposal is a finished document.
  • Document analytics. Proposify shows when each recipient opens a proposal and how long they spend in each section. TurboDocx tracks whether a document sent for signature was viewed or signed.
  • Approval rules. On Grow and up, proposals over a price or discount threshold need approval before they go out. TurboDocx does not route approvals today; an n8n workflow can add an approval step before sending.
  • Working from the opportunity. With the managed package, reps create, send, and track proposals without leaving Salesforce. TurboDocx generates in its own app.

Who should stay on Proposify

Stay on Proposify if buyers interact with your proposals online, if you rely on section-level analytics, or if managers approve discounts before anything is sent. TurboDocx fits teams that want proposals built from their own Word and PowerPoint files, generated from CRM data, with a free plan and Salesforce data on Pro instead of a premium add-on.

Why Teams Choose TurboDocx

Salesforce without a premium add-on. Generating from Salesforce records is part of TurboDocx Pro at $20 per user per month. Proposify sells its Salesforce package as an add-on on Scale only, and Scale has a $12,800 yearly platform fee.

Your own templates. Build from the Word and PowerPoint files your team already uses instead of rebuilding them in a proposal editor.

AI drafts from the record. Tell the agent what to write and it drafts proposal sections from the Opportunity, Account, and Contact fields.

A free plan to start. TurboDocx Free includes 5 document generations and 5 signature documents a month, with no time limit.

Frequently Asked Questions

What is a good alternative to Proposify?

If you build proposals from Word or PowerPoint and pull the details from your CRM, TurboDocx is a good fit. It fills your own templates from Salesforce, HubSpot, or Wrike data, lets AI draft sections from the record, and sends the proposal for signature with TurboSign, on published prices that start free and reach $20 per user per month on Pro. Teams that depend on interactive web proposals and section analytics should look closely at Qwilr and Proposify itself.

How much does Proposify cost compared to TurboDocx?

Proposify lists Build at $49 per user per month billed monthly ($39 billed annually), Grow at $65 per user per month billed annually, and Scale at $12,800 a year including 10 users (about $107 per user per month), with extra users at $780 a year. TurboDocx has a free plan, Team at $10 per user per month, and Pro at $20 per user per month with unlimited in-app generations for named users; generations from Salesforce data follow our API pricing.

Does Proposify integrate with Salesforce, and which plan do you need?

Yes. Proposify offers a Salesforce managed package so reps can create, send, track, and collect signatures from the opportunity. Its pricing page lists the package as a premium integration that requires an add-on purchase, and its plan comparison offers that add-on only on Scale. On TurboDocx, generating from Salesforce data is on Pro and Enterprise, and the TurboSign for Salesforce app is free on every plan.

Can TurboDocx generate a proposal from a Salesforce Opportunity?

Yes. Connect your org over OAuth, open a proposal template, switch its data source to Salesforce, and select the Opportunity, or let the AI agent find it by name, stage, amount, or close date. The agent drafts the proposal from the record for you to review, and you can send it for signature with TurboSign.

Does TurboDocx have interactive proposals like Proposify?

No. TurboDocx produces a finished DOCX, PPTX, or PDF document and sends it for signature. If buyers need to pick options or change quantities inside the proposal, Proposify or Qwilr fits that part of the process better.

Explore more: Salesforce document generation, the best Salesforce document generation apps, the best proposal software for Salesforce, Salesforce proposal automation, template-based document generation, e-signature for Salesforce, and pricing.

Related Resources

Learn more about TurboDocx and how it compares to Proposify

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Start with 5 free document generations a month, build templates from your own Word and PowerPoint files, and move to Pro when you want to fill them from Salesforce.