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Customer Success · head to head

Planhat vs Proposify

Planhat logo

Planhat

Customer Success

The Beautiful Customer Platform

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: Planhat implementation demands data-modeling expertise and dedicated technical administration; Proposify document sends are capped monthly and billed per overage, at 10 sends on Basic with $0.50 each beyond
  • They diverge on capability: Planhat covers Customer portals, Proposify covers Proposal templates.
  • Prices and features above were last checked on 2 September 2026.

Where they differ

Only the attributes on which Planhat and Proposify actually diverge.

Attributes where Planhat and Proposify differ
AttributePlanhatProposify
Starting priceOn request$19/month
Pricing modelUnknownsubscription
CategoryCustomer SuccessSales Enablement
Founded20152013

Identical on both: free tier (No), platforms (Web), 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 Planhat

  • Customer portals
  • Revenue analytics
  • Health scores
  • Playbooks
  • Usage tracking
  • Segment

Only in Proposify

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

Both cover

  • Salesforce
  • HubSpot
  • Stripe
  • Web support

What people use each for

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

Planhat

  • Customer Successnot Proposify
  • Customer Portalsnot Proposify
  • Data Managementnot Proposify

Proposify

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

Where each one falls short

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

Planhat

  • Implementation demands data-modeling expertise and dedicated technical administration
  • Zero pricing transparency requiring direct sales engagement for quotes
  • Integration and data synchronization complexity requiring developer involvement
  • Users report data inaccuracies affecting platform reliability

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

Planhat

On request
  • Start-Up$1150/month
    • Customer 360
    • Health scores
    • Basic playbooks
  • Professional$1750/month
    • All Start-Up features
    • Advanced playbooks
    • Renewal forecasting
  • Enterprise$undefined/mo
    • All Professional features
    • 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 Planhat if

  • You need customer portals.
  • You also want revenue analytics.
Planhat review

Choose Proposify if

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

Questions people ask

Is Planhat or Proposify better?
Neither clearly leads. Planhat 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, Planhat or Proposify?
Planhat starts at On request and Proposify at $19/month.
Does Planhat or Proposify run on more platforms?
Both run on Web, so platform support will not decide this one for you.
What is Planhat best used for?
Planhat is most often used for customer success, customer portals, data management. Of those, customer success and customer portals are not what Proposify is typically brought in for.
What can Planhat do that Proposify cannot?
Planhat covers Customer portals, Revenue analytics, Health scores, Playbooks. Proposify covers Proposal templates, Content library, Electronic signatures, Analytics. Both handle Salesforce, HubSpot, Stripe, Web support.

Answered from the vendors’ own pages

Planhat: What is Planhat's pricing model?

Planhat uses custom, quote-based pricing with no published rates. Start-Up plans estimated at $1,150/month, Professional around $1,750/month ($25K-$45K/year for mid-market), and Enterprise from $50K-$100K+/year. All plans include unlimited users.

Source
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
Planhat: Does Planhat include unlimited users?

Yes. All Planhat plans include unlimited users, so scaling the platform across the organization does not increase per-seat costs.

Source
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
Planhat: What integrations does Planhat support?

Planhat offers a full REST API and webhooks for read/write access, enabling advanced integrations with CRMs, data warehouses, and other systems. However, integration complexity requires developer involvement.

Source
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
Planhat: How long does Planhat take to implement?

Planhat requires significant implementation time due to data modeling and configuration depth. The platform demands dedicated technical administration and planning expertise.

Source
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
Planhat: What customer success features does Planhat provide?

Planhat includes Customer 360 profiles, customizable health scores, playbooks and automations, renewal forecasting, expansion tracking, and flexible data modeling for complex customer lifecycles.

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