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Sales Enablement · head to head

Proposify vs SmartKarrot

Proposify logo

Proposify

Sales Enablement

Proposal Software That Closes Deals

From
$19/month
Rated
-
Full reviewWebsite
SmartKarrot logo

SmartKarrot

Customer Success

Intelligent Customer Success Platform

From
$15000/year
Rated
-
Full reviewWebsite

The short version

  • Each has a real cost: Proposify document sends are capped monthly and billed per overage, at 10 sends on Basic with $0.50 each beyond; SmartKarrot the entry Basic plan starts at $15,000 per year and includes only 5 users
  • They diverge on capability: Proposify covers Proposal templates, SmartKarrot covers Customer 360.
  • Prices and features above were last checked on 30 August 2026.

Where they differ

Only the attributes on which Proposify and SmartKarrot actually diverge.

Attributes where Proposify and SmartKarrot differ
AttributeProposifySmartKarrot
Starting price$19/month$15000/year
CategorySales EnablementCustomer Success
Founded20132018

Identical on both: pricing model (subscription), 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 Proposify

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

Only in SmartKarrot

  • Customer 360
  • Health monitoring
  • Playbook automation
  • Success planning
  • Touchpoints tracking
  • Slack
  • Intercom

Both cover

  • Salesforce
  • HubSpot
  • Web support

What people use each for

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

Proposify

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

SmartKarrot

  • Tracking customer onboarding phases and account health for a SaaS businessnot Proposify
  • Segmenting accounts and users to target customer success playsnot Proposify
  • Reporting on customer success outcomes with embedded BI dashboardsnot Proposify

Where each one falls short

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

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

SmartKarrot

  • The entry Basic plan starts at $15,000 per year and includes only 5 users
  • All plans are billed annually with no monthly option
  • Basic includes only 2 third party integrations, Growth 3 and Pro 4
  • Usage tracking is limited to 1 SaaS product on Growth and 3 on Pro
  • Growth, Pro and Enterprise plans are all Contact Sales with no published price
  • Basic support is email-based only, with a dedicated CSM starting at Growth
  • SmartKonversation call intelligence is a paid add-on rather than an included feature on Basic, Growth or Pro
  • SmartOps advanced AI trends is an add-on available only on the Enterprise plan
  • Additional Lite users are billed at $10 per user per month on top of the plan fee

Pricing, plan by plan

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

SmartKarrot

$15000/year
  • Basic$15000/year
    • 5 included users
    • CRM functionality
    • Email and calendar integration
  • Growth$null/year
    • 10 included users
    • All Basic features
    • 1 SaaS product tracking
  • Pro$null/year
    • 25 included users
    • All Growth features
    • 3 SaaS products
  • Enterprise$null/year
    • Custom user count
    • Unlimited customization
    • 3+ SaaS products

Which should you pick?

Choose Proposify if

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

Choose SmartKarrot if

  • You need customer 360.
  • You also want health monitoring.
SmartKarrot review

Questions people ask

Is Proposify or SmartKarrot better?
Neither clearly leads. Proposify starts at $19/month and SmartKarrot at $15000/year, and user ratings are close enough to be indistinguishable. Choose on capability and platform support.
Which is cheaper, Proposify or SmartKarrot?
Proposify starts at $19/month and SmartKarrot at $15000/year.
Does Proposify or SmartKarrot run on more platforms?
Both run on Web, so platform support will not decide this one for you.
What is Proposify best used for?
Proposify is most often used for document proposal and template management, sales document tracking and management, team collaboration on proposals. Of those, document proposal and template management and sales document tracking and management are not what SmartKarrot is typically brought in for.
What can Proposify do that SmartKarrot cannot?
Proposify covers Proposal templates, Content library, Electronic signatures, Analytics. SmartKarrot covers Customer 360, Health monitoring, Playbook automation, Success planning. Both handle Salesforce, HubSpot, Web support.

Answered from the vendors’ own pages

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
SmartKarrot: How much does SmartKarrot cost?

SmartKarrot's Basic plan costs $15,000 per year for 5 included users with CRM, email and calendar integration, and 2 third-party integrations. Growth and Pro plans require contacting sales for pricing. Enterprise plans are customized based on organizational requirements.

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
SmartKarrot: What support is included in SmartKarrot plans?

The Basic plan includes email-based support only. Growth and Pro plans include a dedicated customer success manager. Enterprise plans offer premium support tier with customized support levels.

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
SmartKarrot: What are SmartKarrot's add-on services?

SmartKarrot offers optional enhancements including SmartKonversation (call intelligence), SmartOps (AI-powered trend analysis), and embedded business intelligence for reporting. These add-ons are available across plan tiers.

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
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