Compare Proposeful vs QuoteWerks vs Bookafy

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Crozscore:

77%
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25%
interest rising

Crozscore:

84%
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81%
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Crozscore:

81%
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interest falling
Proposeful screenshot view 3 more QuoteWerks screenshot view 4 more Bookafy screenshot view 1 more

Software Description:

Proposeful is the most versatile online proposal creation tool in the world.

Our intuitive editor lets users customize our proposal templates or create their own. Content is 100% customizable, from the colors and fonts to adding images, videos and even HTML sections and embedded content. Proposals can be saved as .PDF exactly as they are seen, or accessed online for better follow-up options.

Proposeful also lets companies easily manage their open negotiations and measure how effective their teams are with a clear overview of proposal success.

Software Description:

QuoteWerks is a non-industry specific quoting and proposal application enabling companies of all sizes to quickly and efficiently create detailed, professional quotes and proposals.

Our seamless integrations to the most popular CRMs (such as ACT!, Autotask, ConnectWise, salesforce.com, MS CRM, Outlook and more), complete integrations to QuickBooks and Sage 50, and our IT Distributor links (including Tech Data, Ingram Micro, Synnex, D&H, Comstor, Scansource and more) provides our users with a stable and dynamic solution to streamline their sales process.

Software Description:

Manage and automate scheduling for calls, meeting and appointments.

More Features? You bet! Here are a few other features that make Bookafy great...

  • Google 2-way Sync
    Staff and Admin can sync all appointments to/from Google calendar and Bookafy. Appointments from Google sync to Bookafy. Appointments on Bookafy Sync to Google.

  • Recurring Appointments
    Create recurring appointments for your customers. Customization is unlimited. 2x per week, every other week, 1x per month… you decide!

  • IFrame Site Integration
    You can add a link from your site to your private subdomain… or Iframe the scheduling tool right into your website. This is the most used and most seamless approach to scheduling integration.

  • Free Website
    If you don’t have your own website, we will give you one! Your clients will have access to your information and they can schedule an appointment anytime! All Included!

  • Custom Fields
    When customers book an appointment, you can decide which fields you want, and you can add your own. Maybe you want their birth date, or skype id… Bookafy allows you to customize for your needs!

  • Mail Chimp Integration
    Automatically sync all of your customers to mail chimp for seamless marketing integration. No longer will you need to download, copy/paste. 1-click and its done!

  • Zapier Integration
    With Zapier, you can integrate with Office 365, and many many other products.

  • Time Zones
    If you are in one time zone, and the customer is in another… the appointments will automatically reflect the correct time zone for all parties.

  • Custom Staff Schedules
    View booked appointments, who’s in the office, customer notes and accept payments in one sweet spot.

  • Constant Contact Integration
    Sync all customers with Constant Contact integration..

  • SMS Text Alerts
    SMS Appointment reminders are Free (I should say included at no extra cost) and will make a remarkable difference in your business. A quick reminder to your customers cell phone will prevent no shows and last minute cancellations.

  • Buffer Between Appointments
    If you need some down time between appointments, travel time or prep time… you can add automatic buffer times for each service.

  • Custom Messages
    You can include your own custom message with each appointment confirmation. Remind them to bring something, reminder to come early, what to wear, etc

  • Instant Notifications
    You can have as many employees, services and appointments as you want! Bookafy’s here to help your business grow.

  • Mobile Booking
    Customers can schedule via mobile phone, desktop, laptop or tablet. We make it easy for your customers to schedule!

  • Customer Reminder Schedule
    We will automatically send reminders messages via SMS Text and Email… but you get to decide when we send it. 1 hour, 6 hours, 12 hours, 24 hours, 48 hours? You decide based on your business needs.

  • Color Match Your Brand
    You can change the colors of the calendar to match your brand. Change the text color, header, buttons, and more with a color picker or HTML color code.

  • Customize Service Start Times
    Choose which services start at which times. Example: Coffee Meetings can start at only 10am and 2pm. Or new client meetings only at 4pm on Mondays.

  • Languages Supported
    Bookafy supports roughly 35 languages including Chinese, Japanese, German, French, Spanish, Hindi and many many more. Your clients will see language in the Businesses primary language.

  • Import Customers
    If you have a list of current customers, you can import all of their contact info… and if you need your whole calendar imported we can do that for you. Free.

Features:

  • Multi-User
  • Notifications
  • Lead Management
  • Multi-Currency
  • Conversion Tracking

Features:

  • Electronic Signature
  • Dashboard
  • Third-Party Plugins/Add-Ons
  • Forecasting
  • Supplier Management
  • Multi-User
  • Notifications
  • Google Apps Integration
  • External Integrations
  • Multi-Currency
  • Contact Sharing
  • API
  • Data Import
  • Email Integration
  • Contact Management
  • Data Export
  • Conversion Tracking

Features:

  • Stripe
  • Feedback Management
  • Project Management
  • Email Integration
  • Data Export
  • External Integrations
  • Notifications
  • Data Import
  • API
  • Customer Management
  • Multi-User
  • Third-Party Plugins/Add-Ons
  • Google Apps Integration
  • Time Management
  • Calendar Management
  • Chat
  • Payment Processor
  • Scheduling

Summary:

  • Online business proposals that can be signed by email.

  • 100% customizable proposal templates

Summary:

  • Create professional sales quotes and proposals in minutes

  • Integrate with current systems to ensure accurate forecasts

  • Streamline your sales process

  • Track customer interactions on each sales document

  • Review progress through dashboard

  • Order directly through IT Distributors

  • Affordable solution for any size business in any industry

Summary:

  • Online Scheduling

  • SMS Text Reminders

  • Recurring Appointments

  • Class Scheduling

  • iFrame

  • Google Calendar 2-way Sync

  • Outlook Calendar 2-way Sync

  • Customer Marketing Messages

  • Receive customers full social profile

Standard Edition

$20.00
1 user(s) / month
Included in plan:
  • Base package
  • Includes most links to CRMs

Professional Edition

$27.00
1 user(s) / month
Included in plan:
  • Includes features of Standard Edition and also Accounting Integrations
  • Includes Dashboard

Corporate Edition

$40.00
1 user(s) / month
Included in plan:
  • Includes all features of Standard and Professional
  • Includes advanced integrations (Autotask, ConnectWise, MS Dynamics)

Pricing:

  • Starting from: $7.00/month
  • Credit card required: No
  • $7 per user per month.
    Accounts with user count above 20 can qualify for reduced pricing.

Free

Free
Included in plan:
  • Free website with booking page

Pro

$7.00
1 user(s) / month
Included in plan:
  • Text Messaging
  • Two Way Calendar Sync
  • Display customers social profiles
  • Multiple Staff/Users

FAQs:

    Does this service offer multi-user capability (e.g. teams)?
  • Most of Proposeful plans allow for unlimited users and private folders per user.

  • What are some applications this service is commonly used in tandem with?
  • Proposeful works very well when paired with a good CRM, allowing companies to have a solid control of both their pipelines and proposal efficiency. Digital contract softwares are also useful when included in a Proposeful document, allowing customers to close deals quickly.

  • What is this service generally used for?
  • For increasing sales and proposal conversion. Most clients report an increase in proposal close rate after switching to Proposeful.

  • Does this service offer guides, tutorials and or customer support?
  • Proposeful offers great support both by online chat and email to all customers.

  • Who are the main user groups of this service?
  • Proposeful is used by service companies of all sizes, from solopreneurs and freelancers to large digital agencies and service providers.

  • Does this service integrate with any other apps?
  • Proposeful integrates with some CRMs, digital contract services, messaging apps and other tools.

  • Does this service offer an API?
  • Not yet.

  • What platforms does this service support?
  • Proposeful is available on all devices as a web application. Proposals can be downloaded for offline access.

FAQs:

    Does this service integrate with any other apps?
  • Yes, QuoteWerks integrates with over 12 different CRM and PSA applications (such as salesforce.com, Autotask, ConnectWise, MS Dynamics, Outlook, Google Contacts, SugarCRM, ACT!) as well as QuickBooks and Sage 50.

  • Does this service offer multi-user capability (e.g. teams)?
  • Yes, QuoteWerks is available for single or multiple users.

  • Does this service offer an API?
  • Yes, the API is offered free of charge.

  • Who are the main user groups of this service?
  • Any company or individual looking to create line-item based professional quotes or proposals.

  • What are some applications this service is commonly used in tandem with?
  • QuoteWerks is commonly used in conjunction with the most powerful CRM and PSA systems including salesforce.com, Autotask, ConnectWise, ACT!, Outlook, Google Contacts, QuickBooks, Sage 50 and much more.

  • What is this service generally used for?
  • QuoteWerks is used to automate the creation and delivery of sales quotes and proposals to clients.

  • What platforms does this service support?
  • This program operates on a Windows platform.

  • Does this service offer guides, tutorials and or customer support?
  • Yes, QuoteWerks includes a free help file, videos, support forum, and phone and email support are also available.

FAQs:

    No FAQs associated with this application.

Publisher:

Founded:
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Based in:
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Employees:
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Publisher:

Founded:
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Based in:
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Publisher:

Founded:
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Based in:
Seattle
Employees:
2-10
Likes:
Followers:

Other:

Who uses Proposeful
  • Freelance
  • Startups
  • SMEs
  • Agencies
Desktop Platforms:
  • Web App
Languages:
Portuguese, English
Regional Restrictions:
No restrictions.

Other:

Who uses QuoteWerks
  • Freelance
  • Startups
  • SMEs
  • Agencies
  • Enterprises
Desktop Platforms:
  • Web App
  • Windows
Languages:
English
Regional Restrictions:
No restrictions.

Other:

Who uses Bookafy
  • Personal
  • Freelance
  • Startups
  • SMEs
  • Agencies
  • Enterprises
Desktop Platforms:
  • Web App
  • Windows
  • Macintosh
Mobile Platforms:
  • iOS
  • Android
  • WinPhone
  • Blackberry
Languages:
English, Bengali, German, Japanese, Italian, Persian, Chinese, French, Hindi, Hungarian, Korean, Spanish, Telugu, Swedish, Vietnamese, Urdu, Turkish
Regional Restrictions:
Payment systems with stripe and authorize.net do not work in all countries. You can verify payment in your country by going to stripe.com or authorize.net
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