Proposify · proposal software

A Proposify alternative for web proposals built with AI

verdict

Proposify combines proposal editing, e-signatures and sales workflows. Naimi fits teams that want AI creation, reusable client templates and interactive web presentations, with team seats included. Choose Proposify when approval workflows, signing and native CRM integrations are central to the job.

Stay with Proposify if…

  • You need built-in legal e-signatures with approval chains today
  • Your team already has Proposify templates and knows the editor well
  • Deep native CRM sync (Salesforce/HubSpot) is non-negotiable

Naimi fits better if…

  • Per-user pricing goes up every time the team grows, and you want one flat price
  • You’d rather describe changes to an AI than make them in a drag-and-drop editor
  • You want proposals that calculate, react and collect payments
  • You want to start free and choose a team plan, with AI usage billed separately
side by side

Proposify vs Naimi

Competitor pricing checked September 5, 2026. Plans change, so verify before deciding.

Sources: Proposify pricing and features

Proposify Naimi
Starting price Basic $19/user/mo annually or $29 monthly; Team $41/user/mo annually or $49 quarterly; Business custom. Send limits and overage fees apply Free plan; Pro $19/mo, Business $49/mo, flat for the team (not per seat); self-hosted from $149 once
Free plan No (14-day trial) Yes, free forever with 3 seats & 3 templates
How you build Proposify’s drag-and-drop editor AI, two ways: Naimi Studio in the browser (chat, live preview, in-place edits) or your own agent, such as Claude Code, Cursor or Codex
Per-client personalization Variables & fields inside the editor Core feature: fields per client, filled in without regenerating the presentation
Interactive elements Fee tables, client input forms Calculators, sliders, package pickers, payments, self-fill forms
Tracking & notifications Yes, opens; per-section view time from the Team plan Opens, view time, repeat visits, live “viewing now” + instant Telegram/webhook ping; per-slide view time in progress
Client memory across materials Lives in your CRM, not the document tool Client card accumulates data, pre-fills the next material
API for AI agents API on higher tiers REST API on every plan: your own agent or an external AI agent can run the whole workflow; MCP server in progress
Self-hosted option No Yes, one-time editions from $149, full source (Studio stays cloud-only)
AI cost model Embedded features, priced into seats Prepaid Studio credits, separate from the plan, with no monthly reset. Your own agent uses no Naimi AI credits; provider charges apply
what differs

Three main differences.

01

Learning an editor vs describing what you need

In Proposify you build each proposal in its editor, so your speed depends on how well your team knows it. In Naimi, AI builds the template in Naimi Studio or in your own agent from a request like “rebuild our old PDF, make price and scope per-client”, and you ask for each later change in one more sentence.

02

Per user vs per team

Proposify prices every seat — $19 to $41 a user before the Business tier goes custom. Naimi’s plans are flat for the whole team: three seats on Free, five on Pro, ten on Business, and the people who open your proposals are never counted at all.

03

A document vs an interactive web page

A Proposify proposal is a document that the client reads and may sign. A Naimi presentation is an interactive web page where clients drag the scope slider, pick a package and pay a deposit, and every choice they make is saved for your follow-up call. When procurement wants a file, the same template exports to PDF or editable PowerPoint.

switching

Moving from Proposify to Naimi.

Export any Proposify proposal to PDF, hand it to Naimi Studio or your agent, and say “make this a Naimi template”. Structure, copy and pricing come across; the personalized fields get marked in the same session.

› here's our current proposify proposal (pdf attached).
rebuild it as a naimi template, personalize company + price

✓ template ready — 9 slides, 4 personalized fields

faq

Questions about switching from Proposify

Is Naimi a good Proposify alternative for a small team?

Yes. For 1–10 person teams it is usually the stronger fit: a free start, $19/mo Pro for the whole team instead of per user, and no editor training — the template is built by AI. Teams that need formal approval chains and built-in e-signatures inside the tool may still prefer Proposify.

Does Naimi have e-signatures like Proposify?

No. Naimi handles acceptance on the presentation itself: package selection, confirmations and deposit payments. Naimi does not replace a dedicated e-signature workflow. Use a signing tool when that is part of your process.

Can I reuse my Proposify proposals in Naimi?

Yes. Export a proposal to PDF and let Naimi Studio or your own AI agent rebuild it as a template. Review the rebuilt version and mark the fields that should change by client.

Does Naimi show which section the client spent time on, like Proposify’s metrics?

No. Per-slide view time is in development and not available yet. Today Naimi reports opens, unique visitors, total view time, repeat visits and a live “viewing now” signal per client link, with an instant Telegram or webhook ping.

More comparisons: Qwilr · PandaDoc · Gamma · Pitch · DocSend

Try the Proposify alternative on a real deal.

Free plan, no credit card. Rebuild your current proposal in Naimi Studio or with your own agent, then send it as a tracked link.

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