Comparison

Cuevr or Proposify: which one should you choose for your sales proposals?

Proposify is mature proposal software, strong on quoting: catalog, options the buyer chooses, discount approval. Cuevr takes the deal from qualification to signature and writes each proposal for its client. Here is where each one is best, with sources.

Nicolas Delignières

Facts checked on October 13, 2026 · 11 min read

At a glance

Proposify

Best for: Catalog quotes with approvals
Reference price: $65 Grow, 5 seats minimum, annual
Our scorecard: 2.8

CuevrOur tool

Best for: Close more deals with proposals
Reference price: €49 excl. VAT one plan, every feature, no minimum
Our scorecard: 4.3

Criterion by criterion

The verdict

Choose based on how you sell.

Choose Proposify if…

You price from a catalog and control your discounts

Your proposals rely on quotes with options: the buyer ticks items, adjusts quantities, and the total recalculates.
You keep a catalog of products and services, with prices and billing frequency.
A manager has to approve discounts or large amounts before sending (Grow plan).
You want HubSpot connected both ways through a native connector, with no scenario to build.

Less suited if

You want to qualify the deal before writing, and have the proposal written from your content; you answer RFPs and tenders.

Choose Cuevr if…

You want every proposal to get signed

Every proposal is written for one client and has to convince several decision makers.
You want to qualify the deal, then have Cuevr AI write from the qualification, your knowledge base and specialized agents designed on the best sales methods.
You want to know before sending whether the proposal convinces, and fix it.
You also answer RFPs and tenders, public and private, in the same tool.

Less suited if

You need a catalog, options the buyer chooses or discount approval before sending; you need a native CRM connector (Cuevr connects through its API and webhooks) or comments in the proposal.

If you remember one thing

Before sending, Proposify has a manager approve prices and discounts; Cuevr scores the sales argument and suggests the fixes.

Try Cuevr for free See a demo

14 days · 5 proposals created, 1 sent · no credit card

We make Cuevr. Every fact about Proposify links to its source, checked on October 13, 2026; a reported error is corrected within 5 business days. Method and sources →

In short

Definition

Quick answer

Proposify is the right choice for a team that sells from a catalog, with quotes that have options and discounts to approve. Cuevr is the right choice to get proposals written for each client signed: it qualifies the deal, writes with Cuevr AI, analyzes the proposal before sending, tracks every reader and gets it signed; it also answers RFPs and tenders, within the buyer’s framework. The two can work side by side: Cuevr for the sales argument, Proposify for catalog quotes.

What Proposify does really well

Proposify has existed since 2013 and is dedicated to sales proposals [1]. Since May 2025, new accounts land on Proposify 3, an entirely new version of the editor; according to its documentation, some Proposify 3 features are still presented as beta (article updated on October 6, 2026) [2]. For a team that sells priced offers, line by line, it is a solid tool:

Card payment at signing, known from the previous version, is not in Proposify 3: the Stripe integration is announced there for 2027 [2] [10].

Interactive quotes
The buyer ticks options or changes a quantity, and subtotals, taxes, discounts and total recalculate at once; recurring amounts appear separately, by billing frequency [3].
A price catalog
Products and services with SKU, price and billing frequency, sorted into folders and inserted into the pricing table [4].
Conditional approvals
By role, above a maximum discount or total, with a comment at each step (Grow plan) [5].
A follow-up alert
Proposify warns the seller when a document has not been viewed after the number of days they chose; reading is measured per recipient and per section [6] [7].
HubSpot both ways
Deal data and line items in the proposal, activity and status sent back to the deal [8].
Inline comments
, internal or visible to the client [9].

Three moments where they differ

The difference is not a feature list: it is the moment of the sale each tool takes care of.

Before sending: know what the client wants
Proposify starts from the template. When you sign up, it creates a starter template in your colors, from your website; variables and CRM fields then fill in the client’s name, the deal and its price lines [11] [8]. It documents no deal qualification. Cuevr starts from the deal. The qualification structures the context, needs, project and decision process, from your notes, a transcript or dictation; Cuevr points out what is missing and prepares the questions and the script for the next meeting. You write about a deal you understand. Sales qualification →
From the comparison table
Start from the client’s stakes
Proposify
Variables and CRM fields (HubSpot, Salesforce); no qualification
Cuevr
4-section framework, import of notes, transcripts and dictation, score, gaps, meeting script
When writing: a proposal written for this client
In Proposify, the seller starts from the template, removes the sections they do not need and imports sections, snippets and products from their library [11]. A writing menu drafts and rewrites from a prompt, and Proposify generates a first template; its MCP server lets Claude produce a first draft [11] [12]. Cuevr AI writes from three sources: the deal qualification, your knowledge base and specialized agents designed on the best sales methods. It suggests an outline linked to the client’s stakes, writes the sections one by one in an editor with your branding, then Cuevr analyzes the proposal and suggests its fixes in the text. The editor and Cuevr AI →
From the comparison table
Before sending
Proposify
Conditional approvals (discount, total), comments at each stepHigher plan
Cuevr
Score out of 100 (3 axes), recommendations in the text, one-click fixes; no proposal approval workflow
After sending: know who reads, and when to follow up
Here, both tools are strong. By default Proposify asks the reader for their email, shows the timeline of opens and the time per section, and alerts the seller when a document has not been viewed [13] [7] [6]. Cuevr publishes the proposal as a web page with your branding, in a frozen version: each invited reader appears by name, with their reading section by section and their heat; the dashboard ranks the day’s signals, from Never opened to Strong return. At signing, Cuevr verifies the signer’s email with a six-digit code and links the evidence file to the signed version; Proposify locks the signed document and keeps an audit trail, with no signer verification described in its help center [14] [15]. Proposal tracking →
From the comparison table
Tracking: granularity
Proposify
Time per section, timeline of opens per recipient
Cuevr
Time per section, per reader, timeline
Follow-up alerts for the seller
Proposify
“Document not viewed” alert after an adjustable number of days; notification on open
Cuevr
12 signals, Call back later; heat per reader
Active signer verification
Proposify
Not documented (email entered on opening, not verified)
Cuevr
Yes: six-digit code sent to the signer’s email

The comparison table

Criterion	Proposify	Cuevr
Prepare and write
Start from the client’s stakes	Variables and CRM fields (HubSpot, Salesforce); no qualification	4-section framework, import of notes, transcripts and dictation, score, gaps, meeting script
Writing	Starter template, content library; AI menu working from a prompt (write, rewrite, shorten), AI-generated template, MCP server for Claude	Cuevr AI: deal qualification, company knowledge base and specialized agents designed on the best sales methods; suggested outline, sections written one by one
Before sending	Conditional approvals (discount, total), comments at each stepHigher plan	Score out of 100 (3 axes), recommendations in the text, one-click fixes; no proposal approval workflow
Design, teamwork, team
Design: branding and layout	Starter template in the website’s colors, styles set per template, free canvas; custom template as a paid service ($1,500)	Brand taken from the website, studio, 4 variants, applied to every proposal; sections built from layouts and blocks
Working as a team	Inline comments, internal or external, collaborators who edit or approve, roles (Higher plan); simultaneous editing not documented	Simultaneous editing, access by folder, roles, outdated versions rejected; no comments or approval
Lead the team	Metrics per user: time to first view, to creation, to closeHigher plan	Team view: pipeline, won and lost, closing rate, median durations, points of attention per sales rep
Send and track
Tracking: granularity	Time per section, timeline of opens per recipient	Time per section, per reader, timeline
Named readers	Yes: email requested before reading, by default	Yes (guests); anonymous readers flagged
Follow-up alerts for the seller	“Document not viewed” alert after an adjustable number of days; notification on open	12 signals, Call back later; heat per reader
Sign, price, collect
Signature: level included	Simple signature (eIDAS level not stated), document locked after signing	SES, on the page being read
Active signer verification	Not documented (email entered on opening, not verified)	Yes: six-digit code sent to the signer’s email
Evidence	Audit trail (IP, date and time), signed copy to both parties	Evidence file: frozen version, SHA-256 fingerprint, consent, IP, server date
Quote	Interactive: options and quantities chosen by the buyer, billing frequencies, discounts	Calculated (discount, VAT, 3 currencies); no options chosen by the buyer
Catalog	Yes (Pricing Catalog)	No
Payment	Not in Proposify 3 (Stripe announced for 2027)	No
RFPs and tenders
Starts from the buyer’s documents	No	Yes: public or private tender documents imported, response framework extracted
Requirement coverage check	No	Yes: gauge of requirements covered, documents to provide
Connect and host
Native CRM connector	Yes: HubSpot both ways; Pipedrive, Zoho; Salesforce · Add-on (Scale plan)	No
API, webhooks	API · Higher plan (Grow)	API v1 and webhooks (14 events), included
Hosting region	United States (Northern Virginia)	France (European Union)

Each row asks both tools the same question, with the same sub-fields (those of our matrix), then the access (Higher plan, Add-on). “No”: the tool does not offer it. Higher plan: Grow plan (5 seats) or Scale (10 seats).

Sources: Proposify [2] to [15], checked on October 13, 2026; Cuevr: Offer sheet and Getting started guide (v3). Method →

On our grid

The eleven criteria of our comparison, scored 0, 1, 3 or 5 on the same levels for everyone. Proposify does better than Cuevr on “Price and collect payment in the proposal” and “The deal connected to your CRM”; they are tied on “Build the proposal as a team” and “Know who reads and when to follow up”; Cuevr does better on the other seven criteria.

How we score: the grid measures what a tool brings a sales team to sign more deals with its proposals, not its compliance or its price. Eleven criteria follow the course of a sale; each one is scored 0, 1, 3 or 5 from observable facts, written down before scoring, the same for Proposify and for Cuevr.

Facts about Proposify checked on October 13, 2026. No score in this head-to-head relies on a paid add-on (no asterisk).

Prepare and write the proposal

01Start from the client’s stakes

Proposify

Fields, variables, HubSpot field import

Cuevr

4 sections, import of notes, transcripts and dictation, missing information and recommendations, warning below the target score before writing

02A complete proposal without starting from scratch

Proposify

Content library; AI widget working from a prompt (write, rewrite, shorten), with no documented company or deal source; AI template generation

Cuevr

Outline suggested from the qualification, sections written with the Identity, Offer and Proof base as context, questions on the gaps

03A beautiful, on-brand proposal, with no layout work

Proposify

Starter template in the website’s colors, styles per template; no central branding applied to every proposal; free layout on a canvas

Cuevr

Brand taken from the website, brand studio, 4 variants, applied to every proposal; sections built from layouts and blocks

04Know before sending whether it convinces

Proposify

Role-based, conditional approval workflow (maximum discount or total), comments at each step (Grow)

Cuevr

Score out of 100, three axes, recommendations in the text, “Accept” and “Move” in one click

05Build the proposal as a team

Proposify

Inline comments, approvals, roles; simultaneous editing not documented

Cuevr

Simultaneous editing, access by folder and roles; no comments or proposal approval

Get it signed

06Know who reads and when to follow up

Proposify

Time per section and per reader; reader identified by email by default; “Document has not been viewed” alert after N days

Cuevr

Time per section, named invited readers, heat, Never opened, Inactive, Strong return, Call back later signals

07Get signed without friction or dispute

Proposify

Signature blocks, signer assignment, audit trail; no active signer verification documented

Cuevr

Signature on the page being read; six-digit code sent to the signer’s email, included; frozen version, SHA-256 fingerprint, evidence file

08Price and collect payment in the proposal

Proposify

Interactive quotes and catalog; no payment in Proposify 3 (“Stripe integration: 2027”)

Cuevr

Calculated quote, no catalog or payment

RFPs, CRM and team

09Answer RFPs and tenders without missing anything

Proposify

Content library only

Cuevr

Tender documents imported, public or private; response framework, required outline, compliance gauge, documents to provide

10The deal connected to your CRM

Proposify

HubSpot: two-way connection, deal data and line items into the proposal, activity and status sent back; Salesforce as an add-on

Cuevr

API: proposal created from a deal; webhooks: reads, signature and outcome sent back; to be configured

11Lead the sales team

Proposify

“Account metrics”: time to first view, to creation, to close, per user (Grow); no win rate or points of attention documented

Cuevr

Team view: pipeline, deals won and lost, closing rate, median durations, signatures, points of attention per sales rep

Average of the criteria

Proposify2.8 / 5

Cuevr4.3 / 5

Pricing

Tool	Reference priceplan that carries the scored features	Starting at	No annual commitment	Signatures	Free trial
Proposify	$65 per user per month · Grow, 5 seats minimum ($325 a month, $3,900 a year), billed annually; extra seat $780 a year	$35 per user per month (Build), without approvals, team metrics or API	Grow: no, annual billing only; Build: $49 a month, or $147 a quarter	Unlimited in Build, according to the pricing page	14 days, no credit card
Cuevr See pricing	€49 excl. VAT per user per month billed annually · one plan, every feature, from one seat	No separate entry plan: one plan	€69 excl. VAT billed monthly, cancel anytime, with no refund for the current period	No limit	14 days, no credit card (5 proposals created, 1 sent)

Public prices checked on October 13, 2026: the plan that carries the scored features, per seat. Proposify in US dollars, taxes not mentioned by the vendor; Cuevr excluding VAT. Salesforce (add-on) and SSO are in the Scale plan, $12,800 a year for 10 seats. All Cuevr pricing →

« We won our first deal through Cuevr. The tool truly made the difference in helping us stand out from competitors who stayed surface-level. The format was a hit with the client too: "easy to pick up and share." »

Jérémy Sollier

CEO, Yes We Dev

Switching from Proposify to Cuevr

Set up your branding
Cuevr picks up your website’s logo and colors; the brand studio sets fonts and variants. Your proposals and invitations go out with your branding. Getting started, visual identity →
Fill the knowledge base
Add your website and your reference documents: your offers, your method and the case studies from your signed Proposify proposals become the material for Cuevr AI. Getting started, chapter 2
Qualify your next deal
Import your notes or a transcript: Cuevr points out what is missing and prepares your meeting questions, then Cuevr AI suggests the proposal’s outline. Getting started, chapter 5
Analyze, then send
Run the analysis, apply the fixes, publish: the proposal goes out online, each reader by name, e-signature included. Getting started, chapters 7 and 9
Connect your CRM
Create the proposal from the deal through the API and send reads, signature and outcome back to the CRM through webhooks, from Make or n8n. Getting started, chapter 14

Before you switch tools

Can Cuevr and Proposify be used together?

Yes. Cuevr takes the proposal that has to convince, from qualification to signature. Proposify can keep catalog quotes and discounts to approve. Choose a single signing tool per proposal: Cuevr lets you replace its signature with a button to your own process.

Does Cuevr have discounts approved before sending, like Proposify?

No. Cuevr has no proposal approval workflow: it scores the proposal on three axes (personalization, persuasion, professionalism), with no discount approval workflow. Templates, on the other hand, go through an approval step before being shared with the team. If your discounts must be approved, keep that control in your process or in your CRM.

Does Cuevr have e-signature?

Yes, included and unlimited: a simple electronic signature (SES), legally binding. The signer verifies their email with a six-digit code, and each acceptance creates an evidence file linked to the signed version. It is neither advanced nor qualified. In the European Union, it cannot be denied legal effect as evidence solely because it is electronic (eIDAS Regulation, Article 25); in the United States, the ESIGN Act also recognizes it.

What happens to my Proposify templates?

The copy that works (offer, method, case studies) goes into Cuevr’s knowledge base, which Cuevr AI uses to write each proposal. Your price lines carry over into the quote block, which calculates discount, VAT and total.

Where is my data hosted?

Cuevr is hosted in France. Data is kept in the European Union. Proposify states that it stores its customers’ data in Northern Virginia, in the United States.

How much does Cuevr cost?

€49 excl. VAT per user per month billed annually, €69 excl. VAT billed monthly, one plan, every feature, from one seat. Trial: 14 days, no credit card (5 proposals created, 1 sent).

Method and sources

We compare the two tools on the moments of a proposal-led sale, with the rows where Proposify does as well or better. Each row answers on the same scale for both tools: never a tick against a nuance. The facts about Proposify come from its pricing page, its security page and its help center, on the date shown; those about Cuevr, from our offer and documentation. We score Proposify 3, the version offered to new accounts. We make Cuevr. A vendor can report an error to us: we correct it within 5 business days.

Report an error

All read on October 13, 2026. Levels of evidence: doc (help center, full text read through the help center’s public API); pricing (official pricing page); vendor (corporate or marketing page); third party.

1Proposify, “AI Info” (founding, address)October 13, 2026
2Proposify, help center, “New Proposify (3) vs Legacy Proposify (2)”October 13, 2026
3Proposify, help center, “Interactive Pricing Tables”October 13, 2026
4Proposify, help center, “Using the Pricing Catalog”October 13, 2026
5Proposify, help center, “Approval Workflow”October 13, 2026
6Proposify, help center, “Conditional notifications”October 13, 2026
7Proposify, help center, “Document analytics”October 13, 2026
8Proposify, help center, “HubSpot integration”October 13, 2026
9Proposify, help center, “Inline commenting”October 13, 2026
10Proposify, help center, “Stripe integration”October 13, 2026
11Proposify, help center, “Templates Quick Guide”October 13, 2026
12Proposify, help center, “MCP Connection”October 13, 2026
13Proposify, help center, “Turning off identify to view”October 13, 2026
14Proposify, help center, “Adding signature blocks”October 13, 2026
15Proposify, Security pageOctober 13, 2026
16Proposify, Pricing pageOctober 13, 2026
CCuevr, Offer sheet and Getting started guide (v3)October 13, 2026
18Regulation (EU) No 910/2014 (eIDAS), Article 25

Get your next proposal signed.

Qualify, write with Cuevr AI, analyze before sending and get it signed, all in one place.

Try for free See a demo

14 days · 5 proposals created, 1 sent · no credit card

Why do so many deals fail?

The closing problem

Why your proposal matters

Cuevr or Proposify: which one should you choose for your sales proposals?

Choose based on how you sell.

You price from a catalog and control your discounts

You want every proposal to get signed

In short

What Proposify does really well

Interactive quotes

A price catalog

Conditional approvals

A follow-up alert

HubSpot both ways

Inline comments

Three moments where they differ

Before sending: know what the client wants

When writing: a proposal written for this client

After sending: know who reads, and when to follow up

The comparison table

On our grid

Pricing

Switching from Proposify to Cuevr

Set up your branding

Fill the knowledge base

Qualify your next deal

Analyze, then send

Connect your CRM

Before you switch tools

Method and sources

Get your next proposal signed.

Book your demo