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Customer Success · head to head

Better Proposals vs Custify

Better Proposals logo

Better Proposals

Customer Success

Create Proposals That Win

From
Free
Rated
-
Full reviewWebsite
Custify logo

Custify

Customer Success

Customer Success Software for SaaS

From
$399/month
Rated
-
Full reviewWebsite

The short version

  • Only Better Proposals has a free tier, so it costs nothing to try first.
  • Each has a real cost: Better Proposals documents are metered by tier, at 10 a month on Starter and 50 on Premium; Custify no mobile app for on-the-go customer success management
  • They diverge on capability: Better Proposals covers Proposal templates, Custify covers Health scores.
  • Prices and features above were last checked on 30 August 2026.

Where they differ

Only the attributes on which Better Proposals and Custify actually diverge.

Attributes where Better Proposals and Custify differ
AttributeBetter ProposalsCustify
Starting priceFree$399/month
Pricing modelsubscriptionUnknown
Free tierYesNo
Founded20162017

Identical on both: platforms (Web), user rating (Not yet rated), category (Customer Success).

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 Better Proposals

  • Proposal templates
  • Digital signatures
  • Analytics
  • Payment collection
  • Custom branding
  • Zapier

Only in Custify

  • Health scores
  • Playbooks
  • Task automation
  • Customer 360
  • Churn alerts
  • Intercom

Both cover

  • Salesforce
  • HubSpot
  • Stripe
  • Web support

What people use each for

The jobs each tool is most often brought in to do.

Better Proposals

  • Sending branded sales proposals with digital signaturesnot Custify
  • Taking payment at the point of signaturenot Custify
  • Tracking when a prospect opens and reads a proposalnot Custify
  • Reusable content library and templatesnot Custify
  • Approval workflows before a proposal goes out, on the Enterprise tiernot Custify

Custify

  • Customer Successnot Better Proposals
  • Saasnot Better Proposals
  • Automationnot Better Proposals

Where each one falls short

Documented limitations, not opinions. Every one is a constraint you would hit in normal use.

Better Proposals

  • Documents are metered by tier, at 10 a month on Starter and 50 on Premium
  • The Starter plan at $13 a month is a single user
  • Custom domains, CRM integrations and the API all need Premium at $21 per user per month
  • Approvals, content locking and advanced permissions are Enterprise only at $42 per user per month
  • The Nudge follow-up feature is a $10 per user per month add-on, and custom design starts at $1,495

Custify

  • No mobile app for on-the-go customer success management
  • Limited reporting customization options

Pricing, plan by plan

Better Proposals

Free
  • Starter$13/month
    • 1 maximum user seat
    • 10 monthly send limit
    • Digital signatures, interactive pricing, payment integrations
  • Premium$21/month
    • Unlimited user seats
    • 50 monthly send limit
    • Custom domain, CRM integrations, API/Zapier access
  • Enterprise$42/month
    • Unlimited user seats
    • Unlimited monthly sends
    • Content locking, simultaneous editing, manager approvals

Custify

$399/month
  • Starter$399/month
    • Customer 360 view
    • Basic health scoring
    • Task management
  • Growth$undefined/mo
    • Expansion opportunity identification
    • Advanced automation
    • Custom dashboards

Which should you pick?

Choose Better Proposals if

  • You need proposal templates.
  • You want to start without paying.
  • You also want digital signatures.
Better Proposals review

Choose Custify if

  • You need health scores.
  • You also want playbooks.
Custify review

Questions people ask

Is Better Proposals or Custify better?
Neither clearly leads. Better Proposals starts at Free and Custify at $399/month, and user ratings are close enough to be indistinguishable. Choose on capability and platform support.
Which is cheaper, Better Proposals or Custify?
Better Proposals has a free tier; the other does not. Paid plans start at Free for Better Proposals and $399/month for Custify.
Does Better Proposals or Custify run on more platforms?
Both run on Web, so platform support will not decide this one for you.
Can I use Better Proposals for free?
Yes. Better Proposals has a free tier, so you can try it without paying. Custify starts at $399/month.
What is Better Proposals best used for?
Better Proposals is most often used for sending branded sales proposals with digital signatures, taking payment at the point of signature, tracking when a prospect opens and reads a proposal, reusable content library and templates. Of those, sending branded sales proposals with digital signatures and taking payment at the point of signature are not what Custify is typically brought in for.
What can Better Proposals do that Custify cannot?
Better Proposals covers Proposal templates, Digital signatures, Analytics, Payment collection. Custify covers Health scores, Playbooks, Task automation, Customer 360. Both handle Salesforce, HubSpot, Stripe, Web support.

Answered from the vendors’ own pages

Better Proposals: Does Better Proposals charge per user or per team?

Starter tier ($13/month) is limited to 1 user seat. Premium ($21/month) and Enterprise ($42/month) allow unlimited user seats at their respective prices.

Source
Custify: How much does Custify cost?

Custify pricing starts at $399-$899 per month depending on team size and seats. Pricing is quote-based for larger teams, with no per-seat fees on higher tiers.

Source
Better Proposals: How much can I save with annual billing on Better Proposals?

Annual billing saves up to 35% compared to monthly billing. Starter becomes $19/month (billed annually), Premium becomes $29/month, and Enterprise becomes $49/month.

Source
Custify: What CRM systems does Custify integrate with?

Custify integrates with HubSpot, Salesforce, Zoho CRM, Zendesk Sell, Intercom, Pipedrive, Close CRM, Freshworks CRM, and 200+ other applications through Zapier.

Source
Better Proposals: Is there a free trial for Better Proposals?

Yes, 14-day free trial available with no credit card required to get started.

Source
Custify: Does Custify have a mobile app?

No, Custify does not offer a dedicated mobile app. It is a cloud-based web platform accessible via browser on mobile devices.

Source
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