Compare

Why teams switch from Proposify to IntoPact

Proposify is purpose-built for creating and sending proposals. IntoPact covers the entire deal lifecycle — before, during, and after the proposal stage.

Workflow coverage

Which steps of the deal lifecycle does each tool cover?

IntoPact7 / 7 steps
Lead Capture
Discovery
CRM
Deal Rooms
Pricing
Contracts
Invoicing
Proposify2 / 7 steps
Lead Capture
Discovery
CRM
Deal Rooms
Pricing
Contracts
Invoicing
Fully covered
Partially covered
Not covered — requires another tool

Feature comparison

IntoPact vs Proposify

FeatureIntoPactProposify
Lead & Deal Management
Lead capture forms & campaigns
Discovery & qualification
CRM & pipeline
Deal stage tracking
Proposals & Collaboration
Proposal creation
Proposal templates
Interactive deal rooms
Buyer task management
Buyer comments & threaded replies
Multi-stakeholder collaborationView only
Engagement analytics
Pricing & Closing
Interactive pricing configurator
Pricing negotiation rounds
Product catalog
E-signaturesOne-click accept
Approval workflows
Post-Close
Contract creation from deals
Automated invoicing
Cash flow forecasting
Contract renewals

Key differences

What sets IntoPact apart from Proposify

Before the proposal: lead capture and qualification

IntoPact captures leads, qualifies them with discovery prompts, and manages your pipeline. Proposify starts when you’re ready to send a proposal.

Beyond proposals: deal rooms

IntoPact deal rooms include content, pricing, tasks, and buyer collaboration — not just a proposal document. Buyers interact, not just read.

After the close: contracts and invoicing

IntoPact creates contracts prefilled from deal data with automated invoice schedules. Proposify’s job ends at the signature.

Built-in CRM

IntoPact includes contacts, companies, and pipeline management. Proposify requires a separate CRM integration.

Is IntoPact right for you?

Choose IntoPact if proposals are just one part of your deal process

  • You need lead capture, qualification, and pipeline management before sending proposals
  • You want buyers to collaborate in a deal room, not just view a document
  • You need automated invoicing and cash flow tracking after the deal closes
  • You want one system instead of integrating a proposal tool with a CRM and invoicing tool

From “Contact Sales” to cash. One platform. Zero handoffs.

Capture leads, close deals, track invoices, forecast cash flow — the entire sales-led process in one system. Start in minutes.