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Proposify vs Realtair: Which is a better fit?

Updated on November 3rd, 2024
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Summary
Key features rated by users
Features selected based on 1,653 reviews from Proposal Management users.
% Fit
High performer
Feature ratings
Quotes/Estimates
4.3
Proposal Generation
4.3
Electronic Signature
4.4
Templates
4.2
Document Management
3.8
% Fit
Missing features
Feature ratings
Quotes/Estimates
NA
Proposal Generation
NA
Electronic Signature
NA
Templates
3.9
Document Management
4.0
User satisfaction
4.4
User reviews296
Ease of use
4.2
Functionality
4.3
Value for money
4.3
Customer support
4.4
4.5
User reviews37
Ease of use
4.5
Functionality
4.3
Value for money
4.2
Customer support
4.3
Price starts from
/user
Monthly subscription
Free version
Free trial
/user
Monthly subscription
Free version
Free trial
Best for

Proposify targets medium-large B2B service firms. Streamlines proposal workflows for Facilities, Construction, Professional Services & more.

Realtair is built for real estate agents by real estate agents. The platform supports agents, admins and owners in reducing paperwork, time spent juggling different tools and increases productivity.

User reviews
pros & cons
1 / 4
View Reviews
1 / 4
View Reviews
Video reviews
video-3b867325-3241-46ce-8f36-08db41fb6169
Dinos P
President
4.0

Dinos: Hello, my name is Dinos and I'm the president of Leading Web Studio LLC, and I run a website design management and development company, and I give Proposify a four out of five rating. Before Proposify, I had been using the invoicing system that I have, which is FreshBooks, and they have a proposal feature in there that I had been using to some success. But Proposify has given me the flexibility that FreshBooks estimates feature did not, and that is working much better for me. So I chose Proposify after trialing a number of different systems, including one that I had a free lifetime plan on for a number of years. I chose Proposify simply because the way the system works from the time you log in, to creating our proposal, creating proposal templates, it all works smoothly. I've never encountered any bugs in the user interface, in the sending of a proposal. In addition to that, the integrations are very nice with both Basecamp that I use religiously and also FreshBooks. And so just having those integrations that work, they work really well. And then last thing is they have the ability to choose a custom domain. So when potential clients of mine receive one of my proposals, they know it's coming from me because they have ... it's not coming from proposify.com or app.proposify.com, for example, it's coming from my own company domain, which helps build a lot of trust with my potential client. In setting Proposify, they have a fairly smooth process where they walk you through, as a first time customer, what steps you need to take to send your first proposal. And it's very simple, the hardest part really has nothing to do with Proposify, it's really creating any new template language you need for all of your proposals. It's creating the steps within the system, but user interface makes it really easy. It's really inconsequential to set everything up for the first time. If you can run a business or talk to someone about selling one of your services for your company, it's really a no-brainer to set up. They make it easy and their support staff is really good and they get back to you pretty fast if you have any issues or questions, which I did once or twice, but it was just smooth and everything just worked. So it was kind of a joy to set up, which is becoming less rare in these days. So I found that very nice to have and just one of the reasons why I still use them. In choosing a proposal management system for my company, one of the biggest recommendations I can give to another person or company looking for a system to sell proposals and their services and products to customers, is know what you want, know what features you want. There's a lot of different systems which have a lot of different functionality and a lot of them will have the same type of functionality, but the devil really is in the details, so you want to trial a bunch of different systems. And when your potential client sees your proposal, you want to have someone who's in your company who is acting as a test potential client, so you can do a test back and forth and see how the system works, and it's just very important, as you might guess, for a potential client to see professionalism and for the system to just present your company in the best light and the best way so that you can get that new business, they can sign on the dotted line and you can make all the money in the world that you want. So just know that what you get out of the system is what you put into it. And so take that time, write a requirements document, even if it's five bullet points. Just have something and know what you're getting into. If you do all of that, you should be well versed and know what you are buying. So that's my recommendation.

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Proposify

Top Features
28/32
  • Client Portal
  • Data Import/Export
  • RFP Management
  • Task Management
  • Access Controls/Permissions
  • Activity Dashboard
  • Alerts/Notifications
  • API
  • Approval Process Control
  • Audit Trail
  • Automatic Formatting
  • Collaboration Tools
  • Contact Management
  • Content Library
  • Contract/License Management
  • CRM
  • Customizable Branding
  • Customizable Reports
  • Customizable Templates
  • Document Automation
  • Document Management
  • Document Review
  • Electronic Signature
  • Knowledge Base Management
  • Proposal Generation
  • Quotes/Estimates
  • Reminders
  • Reporting & Statistics
  • Templates
  • Third-Party Integrations
  • Version Control
  • Workflow Management
See All features
Hide Proposal Management Software Features -

Realtair

5/32
Show Proposal Management Software Features +

Proposify

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Realtair

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Proposify
Deployment
  • Cloud, SaaS, Web-Based
  • Desktop - Mac
  • Desktop - Windows
  • Desktop - Linux
  • Desktop - Chromebook
  • On-Premise - Windows
  • On-Premise - Linux
  • Mobile - Android
  • Mobile - iPhone
  • Mobile - iPad
Support
  • Email/Help Desk
  • FAQs/Forum
  • Knowledge Base
  • Phone Support
  • 24/7 (Live rep)
  • Chat
Training
  • In Person
  • Live Online
  • Webinars
  • Documentation
  • Videos
Realtair
Deployment
  • Cloud, SaaS, Web-Based
  • Desktop - Mac
  • Desktop - Windows
  • Desktop - Linux
  • Desktop - Chromebook
  • On-Premise - Windows
  • On-Premise - Linux
  • Mobile - Android
  • Mobile - iPhone
  • Mobile - iPad
Support
  • Email/Help Desk
  • FAQs/Forum
  • Knowledge Base
  • Phone Support
  • 24/7 (Live rep)
  • Chat
Training
  • In Person
  • Live Online
  • Webinars
  • Documentation
  • Videos
Proposify
  • By Proposify Inc.
  • Located in Canada
  • Founded in 2012
Realtair
  • By Realtair
  • Located in Australia
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