Customer Success · head to head
Catalyst vs Proposify

Catalyst
Customer Success
Customer Success Platform Built by CSMs
- From
- $500/month
- Rated
- -
The short version
- Each has a real cost: Catalyst pricing is custom and not published, requiring sales contact; Proposify document sends are capped monthly and billed per overage, at 10 sends on Basic with $0.50 each beyond
- They diverge on capability: Catalyst covers Health scoring, Proposify covers Proposal templates.
- Prices and features above were last checked on 30 August 2026.
Where they differ
Only the attributes on which Catalyst and Proposify actually diverge.
Identical on both: pricing model (subscription), free tier (No), user rating (Not yet rated).
What each one covers
Drawn from each product's published feature list. An absence here means we hold no record of it - not that the product lacks it.
Only in Catalyst
- Health scoring
- Playbooks
- Journey builder
- 360 customer view
- Revenue intelligence
- Slack
- Segment
Only in Proposify
- Proposal templates
- Content library
- Electronic signatures
- Analytics
- Interactive pricing
- Pipedrive
- Stripe
Both cover
- Salesforce
- HubSpot
- Web support
What people use each for
The jobs each tool is most often brought in to do.
Catalyst
- Customer Successnot Proposify
- Csm Toolsnot Proposify
- Automationnot Proposify
Proposify
- Document proposal and template managementnot Catalyst
- Sales document tracking and managementnot Catalyst
- Team collaboration on proposalsnot Catalyst
Where each one falls short
Documented limitations, not opinions. Every one is a constraint you would hit in normal use.
Catalyst
- Pricing is custom and not published, requiring sales contact
- Integration complexity for organizations with non-standard tech stacks
Proposify
- Document sends are capped monthly and billed per overage, at 10 sends on Basic with $0.50 each beyond
- The Business plan's overage rate of $0.75 per send is higher than either cheaper plan despite starting at $3,900 a year
- Document analytics, integrations and custom fields all require the Team plan at $49 per user per month
- API access and SSO are Business only
- The Basic plan includes a single collaborator seat
Pricing, plan by plan
Catalyst
$500/month- Essential$500/month
- Health scores
- Automation
- Reporting
- Enterprise$1500/month
- Custom integrations
- Advanced analytics
- Dedicated support
Proposify
$19/month- Basic$19/month
- 10 document sends per month
- Annual billing (monthly billing: $29/month)
- Overage: $0.50 per send
- Team$41/month
- 30 document sends per month
- Annual billing (quarterly billing: $49/month)
- Overage: $0.30 per send
- Business$3900/year
- 75 document sends per month
- Custom pricing (starts at $3,900/year)
- Overage: $0.75 per send
- Enterprise$null/month
- Custom pricing and send limits
Which should you pick?
Choose Catalyst if
- You need health scoring.
- You work on Web, Mobile.
- You also want playbooks.
Questions people ask
- Is Catalyst or Proposify better?
- Neither clearly leads. Catalyst starts at $500/month and Proposify at $19/month, and user ratings are close enough to be indistinguishable. Choose on capability and platform support.
- Which is cheaper, Catalyst or Proposify?
- Catalyst starts at $500/month and Proposify at $19/month.
- Does Catalyst or Proposify run on more platforms?
- Catalyst runs on Web, Mobile. Proposify runs on Web.
- What is Catalyst best used for?
- Catalyst is most often used for customer success, csm tools, automation. Of those, customer success and csm tools are not what Proposify is typically brought in for.
- What can Catalyst do that Proposify cannot?
- Catalyst covers Health scoring, Playbooks, Journey builder, 360 customer view. Proposify covers Proposal templates, Content library, Electronic signatures, Analytics. Both handle Salesforce, HubSpot, Web support.
Answered from the vendors’ own pages
Catalyst: Is Catalyst still separate after the Totango merger?
Yes. Catalyst operates as a distinct product brand under Totango + Catalyst as of 2026, with both products running on the same roadmap. Catalyst maintains its user-friendly interface while integrating Totango's enterprise governance capabilities.
SourceProposify: How much does Proposify cost?
Proposify Basic plan costs $19/user/month (annual) or $29/user/month (monthly). Team plan is $41/user/month (annual) or $49/user/month (quarterly). Business starts at $3,900/year with custom pricing for Enterprise. All prices in USD.
SourceCatalyst: Does Catalyst integrate with Salesforce?
Yes. Catalyst features strong Salesforce integration, allowing seamless data sync and workflow automation between the customer success platform and CRM.
SourceProposify: What document send limits does each plan include?
Basic includes 10 monthly sends ($0.50 per overage), Team includes 30 monthly sends ($0.30 per overage), and Business includes 75 monthly sends ($0.75 per overage). Enterprise has custom limits.
SourceCatalyst: Who should use Catalyst?
Catalyst is designed for mid-market and enterprise B2B companies that want CS-led revenue motion with an intuitive interface focused on CSM day-to-day workflows rather than IT administration.
SourceProposify: Does Proposify offer a free trial?
Yes, Proposify offers a 14-day free trial on the Team plan features with no credit card required.
SourceProposify: How much do I save with annual billing?
Annual billing offers significant discounts compared to monthly options. For example, Basic plan saves up to 4 months of fees per year when billed annually versus monthly.
SourceRelated pages
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