Sales Enablement · head to head
Proposify vs Vitally

Vitally
Customer Success
Customer Success for High-Growth B2B SaaS
- From
- $299/month
- Rated
- -
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; Vitally high minimum pricing around $299/month may be prohibitive for early-stage companies
- They diverge on capability: Proposify covers Proposal templates, Vitally covers Product analytics.
- Prices and features above were last checked on 30 August 2026.
Where they differ
Only the attributes on which Proposify and Vitally actually diverge.
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 Proposify
- Proposal templates
- Content library
- Electronic signatures
- Analytics
- Interactive pricing
- Pipedrive
- Stripe
Only in Vitally
- Product analytics
- Health scores
- Task management
- Automation
- Customer hubs
- Intercom
- Segment
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 Vitally
- Sales document tracking and managementnot Vitally
- Team collaboration on proposalsnot Vitally
Vitally
- Customer Successnot Proposify
- Product Analyticsnot Proposify
- B2b Saasnot 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
Vitally
- High minimum pricing around $299/month may be prohibitive for early-stage companies
- Custom pricing requires sales conversations, making budget transparency difficult
- Prefers multi-year contracts, limiting flexibility for shorter commitment terms
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
Vitally
$299/monthNo published plan breakdown. See the Vitally review.
Which should you pick?
Choose Vitally if
- You need product analytics.
- You work on Web, API.
- You also want health scores.
Questions people ask
- Is Proposify or Vitally better?
- Neither clearly leads. Proposify starts at $19/month and Vitally at $299/month, and user ratings are close enough to be indistinguishable. Choose on capability and platform support.
- Which is cheaper, Proposify or Vitally?
- Proposify starts at $19/month and Vitally at $299/month.
- Does Proposify or Vitally run on more platforms?
- Proposify runs on Web. Vitally runs on Web, API.
- 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 Vitally is typically brought in for.
- What can Proposify do that Vitally cannot?
- Proposify covers Proposal templates, Content library, Electronic signatures, Analytics. Vitally covers Product analytics, Health scores, Task management, Automation. 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.
SourceVitally: How is Vitally priced?
Vitally starts at approximately $299/month and scales based on account volume, seats, and features. Pricing is custom-quoted, and Vitally prefers multi-year contracts offering 15-30% discounts compared to 12-month terms.
SourceProposify: 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.
SourceVitally: What is Vitally's core approach to customer success?
Vitally combines customer data from CRMs, product analytics, billing, and support tools into a single source of truth. The platform centers on work management features like Hubs (team workspaces), Projects, Docs, and AI-powered Playbooks.
SourceProposify: Does Proposify offer a free trial?
Yes, Proposify offers a 14-day free trial on the Team plan features with no credit card required.
SourceVitally: Does Vitally have AI capabilities?
Yes, Vitally includes an AI Copilot that assists with task automation, playbook generation, and insights across customer success workflows.
SourceProposify: 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.
SourceRelated pages
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- Vitally vs DocuSign
- Vitally vs Allego
- Vitally vs Salesloft
- Vitally vs Qwilr
- Vitally vs Showpad
- Vitally vs Bigtincan
- Vitally vs DealHub
- Vitally vs Gainsight
- Vitally vs Mindtickle
- Vitally vs Surfe
- Vitally vs Aligned
- Vitally vs Arrows
- Vitally vs Attention
- Vitally vs Avoma
- Vitally vs Brainshark
- Vitally vs ChurnZero
- Vitally vs Custify
- Vitally vs SmartKarrot
- Vitally vs CustomerSuccessBox
- Vitally vs Better Proposals
- Vitally vs Appcues
- Vitally vs InMoment
- Vitally vs Planhat
- Vitally vs Catalyst
- Vitally vs Chameleon
- Vitally vs Product Fruits
- Vitally vs UserGuiding
- Vitally vs RFP360
- Vitally vs Strikedeck
- Vitally vs Totango
- Vitally vs Akita
- Vitally vs Amity

