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Customer Success · head to head

EverAfter vs Proposify

EverAfter logo

EverAfter

Customer Success

Builds customer-facing portals from CRM data without engineering, now part of Base

From
On request
Rated
-
Full reviewWebsite
Proposify logo

Proposify

Sales Enablement

Proposal Software That Closes Deals

From
$19/month
Rated
-
Full reviewWebsite

The short version

  • Each has a real cost: EverAfter base acquired EverAfter on 21 January 2026 and is merging it into a combined engagement platform, so the standalone product roadmap is now subordinate to that integration and renewal packaging is likely to change; get post-integration terms in writing before signing multi-year.; Proposify document sends are capped monthly and billed per overage, at 10 sends on Basic with $0.50 each beyond
  • They diverge on capability: EverAfter covers Customer-facing hubs, Proposify covers Proposal templates.
  • Prices and features above were last checked on 31 August 2026.

Where they differ

Only the attributes on which EverAfter and Proposify actually diverge.

Attributes where EverAfter and Proposify differ
AttributeEverAfterProposify
Starting priceOn request$19/month
Pricing modelquotesubscription
PlatformsWeb, APIWeb
CategoryCustomer SuccessSales Enablement
FoundedUnknown2013

Identical on both: 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 EverAfter

  • Customer-facing hubs
  • No-code studio
  • Live CRM data binding
  • Onboarding plans
  • KPI and value reporting
  • Templates by segment
  • Task and owner tracking
  • Resource centre

Only in Proposify

  • Proposal templates
  • Content library
  • Electronic signatures
  • Analytics
  • Interactive pricing
  • Salesforce
  • HubSpot
  • Pipedrive

What people use each for

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

EverAfter

  • A software company moving 400 low-touch accounts from email check-ins to a self-serve onboarding hub without hiring more CSMsnot Proposify
  • A customer success operations lead who needs onboarding plans visible to the customer rather than buried in an internal Gainsight viewnot Proposify
  • An implementation team running a 90-day rollout where the customer needs a live task list showing what is blocked on their sidenot Proposify
  • A renewals team that wants each account to see its own usage and value metrics ahead of a renewal conversationnot Proposify

Proposify

  • Document proposal and template managementnot EverAfter
  • Sales document tracking and managementnot EverAfter
  • Team collaboration on proposalsnot EverAfter

Where each one falls short

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

EverAfter

  • Base acquired EverAfter on 21 January 2026 and is merging it into a combined engagement platform, so the standalone product roadmap is now subordinate to that integration and renewal packaging is likely to change; get post-integration terms in writing before signing multi-year.
  • EverAfter is an experience layer over data you already hold, so an organisation without Salesforce, HubSpot or a customer success platform feeding it gets very little standalone value and must solve its data problem first.
  • Pricing is not published and third-party transaction data shows an extremely wide range, roughly 9,000 to 125,000 USD a year, which means the quote you receive depends heavily on negotiation rather than on a published rate card.
  • A customer-facing portal only works if customers log into it, and adoption on the customer side is outside your control, so hubs frequently become a well-designed artefact that the CSM still has to chase by email anyway.
  • Building and maintaining differentiated hub templates per segment is genuine ongoing operations work, and teams that bought it to reduce CSM workload often find they have shifted effort to a CS operations person rather than removed it.

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

EverAfter

On request
  • EverAfter$undefined/year
    • Customer-facing hubs
    • No-code studio builder
    • Live CRM data binding

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 EverAfter if

  • You need customer-facing hubs.
  • You work on Web, API.
  • You also want no-code studio.
EverAfter review

Choose Proposify if

  • You need proposal templates.
  • You also want content library.
Proposify review

Questions people ask

Is EverAfter or Proposify better?
Neither clearly leads. EverAfter starts at On request and Proposify at $19/month, and user ratings are close enough to be indistinguishable. Choose on capability and platform support.
Which is cheaper, EverAfter or Proposify?
EverAfter starts at On request and Proposify at $19/month.
Does EverAfter or Proposify run on more platforms?
EverAfter runs on Web, API. Proposify runs on Web.
What is EverAfter best used for?
EverAfter is most often used for a software company moving 400 low-touch accounts from email check-ins to a self-serve onboarding hub without hiring more csms, a customer success operations lead who needs onboarding plans visible to the customer rather than buried in an internal gainsight view, an implementation team running a 90-day rollout where the customer needs a live task list showing what is blocked on their side, a renewals team that wants each account to see its own usage and value metrics ahead of a renewal conversation. Of those, a software company moving 400 low-touch accounts from email check-ins to a self-serve onboarding hub without hiring more csms and a customer success operations lead who needs onboarding plans visible to the customer rather than buried in an internal gainsight view are not what Proposify is typically brought in for.
What can EverAfter do that Proposify cannot?
EverAfter covers Customer-facing hubs, No-code studio, Live CRM data binding, Onboarding plans. Proposify covers Proposal templates, Content library, Electronic signatures, Analytics.

Answered from the vendors’ own pages

EverAfter: Who owns EverAfter?

Base acquired EverAfter on 21 January 2026. Both companies stated existing customers continue to be supported while the products are integrated.

Proposify: 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.

Source
EverAfter: Does it replace Gainsight or Totango?

No. It is a customer-facing layer that reads from an internal customer success platform or CRM, so most buyers run it alongside one rather than instead of one.

Proposify: 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.

Source
EverAfter: What does it cost?

Pricing is not published. Third-party transaction data places annual contracts roughly between 9,000 and 125,000 USD depending on scale and scope.

Proposify: Does Proposify offer a free trial?

Yes, Proposify offers a 14-day free trial on the Team plan features with no credit card required.

Source
EverAfter: Do I need engineers to build the portals?

No. The studio is designed for a non-technical CS operations person to assemble widgets and templates, which is its main practical advantage.

Proposify: 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.

Source
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