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Customer Success · head to head

Planhat vs Proposable

Planhat logo

Planhat

Customer Success

The Beautiful Customer Platform

From
On request
Rated
-
Full reviewWebsite
Proposable logo

Proposable

Customer Success

Simple Proposal Software

From
$19/month
Rated
-
Full reviewWebsite

The short version

  • Each has a real cost: Planhat implementation demands data-modeling expertise and dedicated technical administration; Proposable the Solo plan at $19 per user per month is capped at 5 proposal deliveries a month
  • They diverge on capability: Planhat covers Customer portals, Proposable covers Proposal templates.
  • Prices and features above were last checked on 2 September 2026.

Where they differ

Only the attributes on which Planhat and Proposable actually diverge.

Attributes where Planhat and Proposable differ
AttributePlanhatProposable
Starting priceOn request$19/month
Pricing modelUnknownsubscription
Founded20152017

Identical on both: free tier (No), 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 Planhat

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

Only in Proposable

  • Proposal templates
  • E-signatures
  • Analytics
  • Team collaboration
  • Custom branding
  • PayPal
  • Zapier
  • QuickBooks

Both cover

  • Stripe
  • Web support

What people use each for

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

Planhat

  • Customer Successnot Proposable
  • Customer Portalsnot Proposable
  • Data Managementnot Proposable

Proposable

  • Sales proposal managementnot Planhat
  • Client proposal generation and trackingnot Planhat
  • Sales team collaborationnot 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

Proposable

  • The Solo plan at $19 per user per month is capped at 5 proposal deliveries a month
  • CRM integrations, Stripe payments, team collaboration and custom proposal URLs require the $39 per user per month Team plan
  • API access, data export, manager approval and custom integrations are Enterprise only
  • Enterprise starts at $500 per month, a large step up from the per user plans
  • Phone support is Enterprise only; lower plans get email and chat

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

Proposable

$19/month
  • Solo$19/month
    • 5 proposal deliveries per month
    • Email and chat support
    • Electronic signatures
  • Team$39/month
    • Unlimited proposals
    • Email and chat support
    • Electronic signatures
  • Enterprise$500/month
    • Unlimited proposals
    • Phone, email, and chat support
    • All CRM integrations

Which should you pick?

Choose Planhat if

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

Choose Proposable if

  • You need proposal templates.
  • You also want e-signatures.
Proposable review

Questions people ask

Is Planhat or Proposable better?
Neither clearly leads. Planhat starts at On request and Proposable at $19/month, and user ratings are close enough to be indistinguishable. Choose on capability and platform support.
Which is cheaper, Planhat or Proposable?
Planhat starts at On request and Proposable at $19/month.
Does Planhat or Proposable 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 Proposable is typically brought in for.
What can Planhat do that Proposable cannot?
Planhat covers Customer portals, Revenue analytics, Health scores, Playbooks. Proposable covers Proposal templates, E-signatures, Analytics, Team collaboration. Both handle 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
Proposable: How much does Proposable cost?

Proposable pricing starts at $19/user/month for Solo plan, $39/user/month for Team plan, and $500/month+ for Enterprise with custom pricing. All plans are billed monthly 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
Proposable: What is the difference between Solo and Team plans?

Solo plan includes 5 proposal deliveries monthly with limited CRM integrations. Team plan offers unlimited proposals, standard CRM integrations, and team collaboration features at $39/user/month.

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
Proposable: Does Proposable offer a free trial?

Yes, free trials are available for each pricing tier. Start exploring Proposable without payment.

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
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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