Proposify alternative

Laureo vs Proposify

Proposify builds proposals and quotes, then hands the deal and the invoice to the CRM and invoicing tools you connect to it, priced per user with approvals on Grow. Laureo is the CRM, so a deal's page lists its quotes and invoices on every plan.

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Verified October 2026As 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).

What is Proposify used for?

Proposify is used to build and send proposals and quotes: a drag and drop document editor with a content library, a product catalog and document analytics, from $39 per user a month billed annually on Build. It connects to the CRM and invoicing tools a team already uses, so the deal and the invoice live in other products.

Mapped step by step, the same quote runs through three products with Proposify and through one product with Laureo:

Step	With Proposify	With Laureo
Price the work	The Proposify product catalog	Quotes from your products catalog, on every plan
Let the buyer choose	Interactive quoting: optional fees or their own quantity	Optional, quantity-editable and choose-one lines on the shared quote page
Approve a discount	Approval workflows on Grow and Scale	Submit the quote for approval before it is sent
See the buyer open it	Email notifications when a prospect views the document	The quote turns Viewed, and the team is told when it is accepted
Bill the customer	An invoicing tool you connect	The accepted quote becomes an invoice, on every plan
Keep the history	Your existing CRM	The deal page, which lists its quotes and invoices

How much does Proposify cost?

Proposify Build is $39 per user a month billed annually ($49 billed monthly), Grow is $65 per user a month billed annually, and Scale carries a $12,800 a year platform fee that includes 10 users. A one-time $2,000 Launch kit covers onboarding and template design, and the Salesforce managed package is a $9 per user add-on.

Prices as Proposify published them on October 30, 2026. The CRM and the invoicing tool Proposify connects to are separate bills; in Laureo they are the plan.

Cost line	Proposify	Laureo
Entry plan	Build, $39 per user a month billed annually	Pro: the CRM, quotes, invoices and booking pages
Approvals	Grow, $65 per user a month, billed annually	Quote approval in the app
Onboarding	Launch kit, $2,000 one time	No onboarding or setup fee
Template design	$1,500	Quotes carry your own branding
Salesforce connection	$9 per user a month add-on	The CRM is part of the plan

Can Proposify replace a CRM?

No: Proposify connects to the CRM a team already uses, and its plan comparison lists document, tracking, collaboration and integration features but no sales pipeline, email campaigns or booking pages. Laureo is the CRM, so the pipeline, campaigns, booking pages, quotes and invoices live in one product on every plan.

The verdict

Why Laureo wins against Proposify

One plan and one bill cover your CRM, inbox, email campaigns, booking pages, and quotes and invoices, so you stop paying for separate tools.
Quotes, invoices and payment reminders are built in on every plan, with no billing add-on.
Email campaigns are built in on every plan, with unlimited contacts on all plans.
Pay month to month on any plan, with no annual contract or upfront commitment, and cancel in the app at any time.

At a glance

Laureo vs Proposify, in short

Where the deal lives
LaureoIn Laureo, where a deal's page lists its quotes and invoices.
ProposifyProposify documents, connected to the CRM you already use.
After the yes
LaureoThe accepted quote becomes an invoice on every plan.
ProposifyIntegrations with outside invoicing and payment tools.
Getting started
LaureoNo onboarding fee, month to month on any plan.
ProposifySells a $2,000 Launch kit of onboarding, and bills Grow annually.

Pricing

What you actually pay

Every Laureo plan carries the CRM, email campaigns, automation and invoicing, and Business and Ultra add the help desk and team chat. Here is how the entry price lines up against Proposify.

Laureo

$83.33/mo

Pro, billed annually ($99.99 month-to-month)

The CRM, quotes, invoices, email campaigns and booking pages come in one plan, so a deal's page lists its quotes and invoices.

Proposify

$39/user/moto start

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.

Competitor pricing as of the verified date above. Check their site for current rates.

Feature comparison

What is included, side by side

A check means it is on a plan; the note under a feature names the plan when only a higher plan has it. “Add-on” means a paid add-on, bought separately. “Coming soon” means it is announced but not available yet. A line means it is not available.

Feature	Laureo	Proposify
Quotes from a products catalogOn every Laureo plan; Proposify lists a product catalog on Build	Included	Included
Buyer picks options and quantitiesLaureo quote lines can be optional, quantity-editable or choose-one; Proposify's interactive quoting lets buyers pick optional fees or a quantity	Included	Included
Know when the buyer opens itA Laureo quote turns Viewed when the buyer opens it; Proposify emails a notification when a prospect views the document	Included	Included
Approval before a quote goes outProposify lists approval workflows on Grow and Scale, not on Build	Included	Included
Sales pipeline and dealsProposify connects to your existing CRM, and its plan comparison lists no sales pipeline	Included	Not available
Invoices from the accepted quoteLaureo turns the accepted quote into an invoice on every plan, with payment reminders; Proposify integrates with outside invoicing tools	Included	Not available
Card payments on the quoteOn Business and Ultra on Laureo, through Stripe; Proposify uses Stripe to process payments	Included	Included
Email campaignsEvery Laureo plan sends campaigns; Proposify's plan comparison lists none	Included	Not available
Public booking pagesOn every Laureo plan, a booking page adds a Google Meet link once you connect Google, or the link, phone number or place you set, to each meeting; a Zoom link made for each booking is coming soon	Included	Not available
Help desk and live chatOn Business and Ultra on Laureo, in the same CRM as your quotes	Included	Not available
Onboarding with no feeProposify sells a Launch kit of onboarding and template design for a one-time $2,000	Included	Add-onAvailable as an add-on
Month to month billingProposify bills Build monthly or annually, and Grow annually only	Included	Included
AI writing helpLaureo drafts and rewrites email on every plan with monthly AI credits; Proposify embeds an AI writing widget in the editor	Included	Included
Unlimited contactsUnlimited contacts on all plans on Laureo; every Proposify plan includes unlimited contacts too	Included	Included

Every tool in Laureo

The table covers the rows that matter against Proposify. Here is the whole Laureo toolset, by name. The pricing page shows which plans include each one.

Sales & CRM

Marketing & Communication

Deals & Revenue

Customer Support

Automation

Why teams switch

Why teams move from Proposify to Laureo

Quotes on the deal pageA Laureo quote can sit on its deal, whose page lists its quotes and invoices, and the accepted quote becomes the invoice with the lines the buyer chose. Proposify connects to the CRM you already use, so the quote and the deal live in two products.
Invoicing without a second toolInvoices and payment reminders come on every plan, and Business and Ultra add card payments and recurring invoices. Proposify integrates with outside invoicing and payment tools.
Approvals on the entry planA Laureo quote can go to an approver before it is sent. Proposify lists approval workflows on Grow, $65 per user a month billed annually.
No onboarding feeLaureo charges no onboarding or setup fee on any plan. Proposify sells its Launch kit for $2,000 and custom template design for $1,500.
The rest of the sale in one planBooking pages, email campaigns and the pipeline come on every plan, so the meeting before the quote and the follow-up after it stay in the same CRM.

AI agents

Proposify's AI, and Laureo's agent roster

Proposify's AI

Proposify embeds an AI writing widget that drafts and refines document text, and Build adds an MCP server for outside AI tools; Laureo includes monthly AI credits on every plan, and its Quote Follow-Up agent drafts a follow-up when a client opens a quote without accepting it, for you to review and send.

Laureo runs named agents instead. They work in the background and share one pool of monthly AI credits with no per-conversation fees. By default, every agent except Ticket Triage asks before it changes anything, and each comes with every plan; Ticket Triage comes with Ultra.

Lead Router reads each new form lead, drafts a first reply and proposes an owner and a follow-up task.
Deal Follow-Up flags deals that have gone quiet and drafts the next follow-up.
Duplicate Guard checks each new company for a duplicate and proposes the merge.
Quote Follow-Up drafts a follow-up when a client opens a quote without accepting it.
Inbox Clerk turns email from your contacts into CRM work, such as a task, a ticket or a deal link.
Ticket Triage sorts each new customer ticket and finds the matching help article, on the Ultra plan.

Pipeline value

$118,600

+12% this month

Deals won by month

100500

JanFebMarAprMayJunJul

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Laureo vs Proposify FAQs

Common questions about choosing between Laureo and Proposify

Proposify prices each user, from $39 a month billed annually on Build, and the CRM and invoicing tool it connects to are separate bills. Laureo prices one workspace plan with one full seat included on Pro and two on Business and Ultra, and each seat you add has its own monthly price: every plan holds the CRM, quotes, invoices, booking pages and email campaigns, with unlimited contacts on all plans.

Laureo is an AI-first CRM that cuts manual data entry. Email syncs both ways, calendar events sync on their own, and meeting notes attach to the right record, so there is almost nothing to log. On top of that, six built-in agents work in the background to route new form leads, follow up on quiet deals and opened quotes, catch duplicate companies, turn client email into CRM work, and, on Ultra, sort new support tickets; by default, every agent except Ticket Triage asks before it acts. It all comes with the CRM, email campaigns, automation, and invoicing in one plan from $83.33/mo billed annually, with Ticket Triage on Ultra.

Pro starts at $83.33/mo billed annually ($99.99 month-to-month) for one user. Business is $166.66/mo billed annually for two users, and Ultra is $249.99/mo billed annually for advanced needs. Pro covers the everyday CRM workflow. The more advanced tools start on Business, such as the help desk, knowledge base, public help center, live chat, feedback surveys, team chat, goals, deal rooms, and multi-step follow-up sequences, and the plan comparison on the pricing page lists every one. Cold Outreach, the cold-outbound module that sends from the dedicated mailboxes you connect on a managed ramp, and the autonomous AI resolution agent are exclusive to Ultra, and the embeddable AI Customer Support Agent is a paid add-on available on Ultra. Every plan includes monthly AI credits and every built-in agent except Ticket Triage, which comes with Ultra. Unlimited contacts on all plans, and no per-conversation AI fees.

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