Proposify alternatives? You can just use Laureo
A Proposify alternative where a deal's page lists its quotes: the CRM, quotes, invoices and booking pages on every plan, and Deal Rooms on Business and Ultra.
What is the best Proposify alternative for a team that also needs a CRM?
For a small B2B team, the best Proposify alternative keeps each quote on the deal it belongs to, and Laureo does that: quotes, invoices, booking pages and the pipeline come on every plan, with Deal Rooms and card payments on Business and Ultra. Proposify itself connects to the CRM and invoicing tools you already pay for.
Each line below reads Proposify's own pricing page as it stood on October 30, 2026, against the Laureo claim it meets.
| What you need | Proposify | Laureo |
|---|---|---|
| The CRM | Proposify connects to the CRM and business tools a team already uses; the customer record lives in that other CRM. | One plan and one bill cover your CRM, inbox, email campaigns, booking pages, and quotes and invoices, so you stop paying for separate tools. |
| Invoices | Proposify plans integrate with outside CRMs and invoicing and payment tools; its plan comparison lists no invoicing of its own. | Quotes, invoices and payment reminders are built in on every plan, with no billing add-on. |
| Approvals | Proposify puts approval workflows, which make certain roles approve a document before it goes to a buyer, on Grow and Scale, not on Build. | A quote can go to an approver before it is sent, on every plan. |
Is there a Proposify alternative with invoicing built in?
Yes: Laureo turns an accepted quote into an invoice on every plan, keeping the lines and quantities the buyer picked, and Business and Ultra take the card payment, set up recurring invoices and split a total into installments. Proposify's plans integrate with outside invoicing and payment tools instead.
Mapped step by step, each job in a Proposify quote lands on a named Laureo tool, and when the quote sits on a deal, the deal's page lists it and the invoice made from it.
| Step | On Proposify | On Laureo |
|---|---|---|
| Build the quote | A product catalog, from Build | A quote from your products catalog, on its deal or on its own |
| Track the buyer | Email alerts when a prospect views it | A Viewed status, and a follow-up draft from the Quote Follow-Up agent |
| Invoice it | An invoicing tool you connect | The accepted quote becomes the invoice, on every plan |
| Collect payment | Payments processed through Stripe | Card payment through Stripe on Business and Ultra; payment reminders on every plan |
| Bill again | An invoicing tool you connect | Recurring invoices and installment schedules on Business and Ultra |
What is a Deal Room in Laureo?
A Deal Room is an internal chat space linked to one deal, on Business and Ultra, where the team talks through the quote with the deal's stage, value and close date in view. Buyers never join it; they see the shared quote page, which every plan includes.
Any message in a Deal Room can be logged to the deal's timeline or turned into a task, so the decision about a discount stays on the deal, beside its quotes.
Why Laureo wins against Proposify
- Quotes, invoices and payment reminders are built in on every plan, with no billing add-on.
- One plan and one bill cover your CRM, inbox, email campaigns, booking pages, and quotes and invoices, so you stop paying for separate tools.
- Pay month to month on any plan, with no annual contract or upfront commitment, and cancel in the app at any time.
- Booking pages are built in on every plan, so you need no separate scheduling tool.
Why teams look for a Proposify alternative
- Reason 1Proposify prices each user, from $39 a month billed annually on Build, and approval workflows start on Grow at $65 per user a month, billed annually.
- Reason 2Proposify connects to the CRM and the invoicing tool you already pay for, so the quote, the deal and the invoice live in three products.
- Reason 3Proposify sells setup help as extras: the Launch kit is $2,000 one time, and a custom template design is $1,500.
- Reason 4Laureo puts the CRM, quotes, invoices, booking pages and email campaigns in one workspace plan with one full seat included on Pro and two on Business and Ultra, and Business and Ultra add card payments, recurring invoices and Deal Rooms.
Laureo vs Proposify, feature by feature
- From quote to invoiceThe accepted quote becomes an invoice with the lines the buyer chose, on every plan, and payment reminders go out from your own mailbox. By comparison, Proposify integrates with outside invoicing and payment tools, and its plan comparison lists no invoicing of its own.
- The buyer's choicesQuote lines can be optional, quantity-editable or choose-one, and the total updates as the buyer chooses on the shared page. By comparison, Proposify's interactive quoting lets buyers pick optional fees or their own quantity.
- ApprovalsA quote can go to an approver before it is sent, on every plan, and a rejected quote revises into a new draft. By comparison, Proposify lists approval workflows on Grow and Scale, not on Build.
- Deal RoomsOn Business and Ultra, a Deal Room gives the team an internal chat linked to the deal, with its stage, value and close date at the top. By comparison, Proposify keeps the deal in the CRM you connect, outside the proposal tool.
- Before and after the quoteBooking pages, email campaigns and the pipeline come on every plan, so the first meeting and the follow-up stay in the same CRM. By comparison, Proposify's plan comparison lists no booking pages, email campaigns or sales pipeline.
AI that drafts real work and waits for approval
Laureo runs built-in agents that start on their own and draft the work, on monthly AI credits included in your plan, and by default every agent except Ticket Triage (on Ultra) holds each change it proposes for your approval. Ask Laureo in plain language, for example Hey Laureo, draft follow-ups for every deal that went quiet this week, and review the queue before anything is sent.
Pricing side by side
What it costs
Proposify starts at $39/user/mo. Build is $39 per user a month billed annually or $49 billed monthly, Grow is $65 per user billed annually with approval workflows, and Scale has a $12,800 a year platform fee for 10 users. The Launch kit is $2,000, and Proposify connects to your CRM and invoicing tools rather than replacing them.
Laureo bundles the CRM, email marketing, scheduling, and AI agents in one product. One workspace plan with one full seat included on Pro and two on Business and Ultra; add seats as you grow. Pro starts at $83.33 a month billed annually ($99.99 month-to-month). Unlimited contacts on all plans, and Ultra adds cold outreach. Every plan starts with a 14-day trial for $2.99, credited to your first month.
Pricing last verified October 30, 2026. Source: As of October 2026, Proposify Build is $39 per user a month billed annually, and Grow is $65 per user a month billed annually (proposify.com/pricing).
Your data stays yours. Role-based access, audit logging, and an approval queue: by default, every agent except Ticket Triage asks before it changes a record.
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