Proposify vs Salesforce
Which one do AI engines recommend, and how do they differ on price, fit and features?
The short answer
Proposify is the stronger AI pick in Proposals & Contracts: it has a visibility score of 41.4 versus 29.9 for Salesforce, and ranks ahead in 52% of the answers that name both.
Choose Proposify if…
- You want the brand AI engines rank higher (41.4 vs 29.9)
- AI answers describe it more positively (49% vs 21% positive)
- You need SOC 2 Type 2 or GDPR coverage
- Visually rich, branded proposal design
Choose Salesforce if…
- You need ISO 27001:2022 or ISO 27017 or ISO 27018 or SOC 1 or SOC 2 or SOC 3 or HITRUST coverage
- You prefer a larger, established vendor (5,000+ employees)
- Powerful reporting, automation and customisation
- Market leader and gold standard CRM
AI visibility side by side
Latest weekly run · Nov 2
| Metric | Proposify | Salesforce |
|---|---|---|
| Visibility score | 41.4% | 29.9% |
| Change vs last week | New | New |
| Rank in Proposals & Contracts | #2 | #3 |
| Share of voice | 9.4% | 7.3% |
| Mentions this run | 49 | 37 |
| Positive in AI answers | 49% | 21% |
The stronger value in each row is marked with a ✓.
Visibility score trend
Weekly runs over the last 60 days
Proposify 0pp · Salesforce 0pp over 0 weekly runs.
Engine by engine
Proposify leads on 2 of 3 engines
Head to head in AI answers
27 engine answers name both brands
Features, pricing & fit
| Dimension | Proposify | Salesforce |
|---|---|---|
| Pricing model | Per seat | — |
| Entry price | $49 per seat / mo | — |
| Free plan | No · 14-day trial | — |
| Deployment | Cloud-hosted SaaS | Cloud (SaaS) |
| Compliance | SOC 2 Type 2, GDPR | ISO 27001:2022, ISO 27017, ISO 27018, SOC 1, SOC 2, SOC 3, HITRUST |
| Support | Email and chat support, Phone and Zoom support, Dedicated success manager on Scale plan, Priority support | Phone, Trailblazer Community, Success Plans, Trailhead training |
| Founded | 2013 | 1999 |
| Headquarters | Halifax, Nova Scotia, Canada | San Francisco, California |
| Employees | 51–200 | 5,000+ |
| Funding | Growth Equity - II (CB Insights) | — |
| Best for | Busy sales teams that send proposals and quotes, such as consultants and service firms in landscaping, janitorial and construction. | Businesses from small companies to large enterprises wanting sales, service, marketing and commerce on one CRM platform |
Plans side by side
Proposify
Salesforce
Pricing not available.
Pros and cons
Themes from the AI answers that mention each brand
Proposify
- Visually rich, branded proposal design
- Robust tracking and granular proposal analytics
- Well-regarded with strong user satisfaction
- Quotes and contracts with built-in approval workflows
- Discounted annual pricing lowers effective per-user cost
Salesforce
- Powerful reporting, automation and customisation
- Market leader and gold standard CRM
- Deep ecosystem and strong CRM integrations
- Built for large enterprises and scaling
- Free trial to test its features
- Requires a dedicated administrator to manage
- High enterprise pricing
- Heavy, slow implementation that suits large budgets
Data collected ·ChatGPT, Perplexity, Google AI Mode·coverage 100%·next run
Cite as: SlateIndex, “Proposify vs Salesforce”, https://slateindex.ai/compare/proposify-vs-salesforce, data of Nov 2, 2026. Licence: CC BY 4.0.