Proposify works well for sales teams at agencies and mid-size companies. If that's not you — if you're a cleaner, landscaper, or contractor sending proposals to homeowners and small businesses — it's probably too much tool at too high a price.
BidMaker is free to start: 3 proposals a month, no credit card. The Pro plan is $29/month flat — not $49/seat. And instead of filling out a template manually, you describe the job and the AI writes the proposal. Takes under 5 minutes.
Six attributes of your business that should drive the choice. Use this matrix before reading the feature table — most teams know the answer once they see the signals.
| Your situation | Switch to BidMaker if… | Stay on Proposify if… |
|---|---|---|
| Team size | 1–3 people sending proposals | 5+ people, with formal approval roles |
| Monthly proposal volume | 1–40 proposals/month | 20+ proposals/month with shared templates |
| Document types | Proposals only | Proposals as part of a broader sales doc workflow |
| CRM dependency | No CRM, or CRM is separate | Salesforce or HubSpot is the system of record |
| Vertical | Cleaning, landscaping, contracting, consulting, freelance | Agencies, B2B services, mid-market sales teams |
| Budget | Cost-sensitive — $0 free, $29/mo for unlimited | Tool budget supports $49+/seat/month |
BidMaker
Free (3 proposals/mo), Pro $29/mo, Business $59/mo
Proposify
Starts at $49/user/mo
| Feature | BidMaker | Proposify |
|---|---|---|
| Free plan BidMaker free: 3 proposals/month, no credit card required | ||
| AI proposal generation BidMaker uses Claude to write proposals from a job description | ||
| E-signatures Proposify includes signatures on all paid plans | Business ($59/mo) | |
| PDF export | ||
| Shareable proposal link | ||
| Proposal templates Proposify has more template variety; BidMaker templates are service-industry focused | ||
| Client acceptance tracking | ||
| Custom branding | Pro ($29/mo)+ | |
| CRM integration (Salesforce, HubSpot) Proposify integrates with major CRMs; BidMaker does not | ||
| Team collaboration / approvals Proposify has role-based approval workflows for teams | ||
| Interactive pricing tables | ||
| Analytics (open time, scroll depth) | View count only |
Choose BidMaker if...
Choose Proposify if...
Per-seat pricing changes the math fast. Three buyer scenarios — solo, small team, larger team — with annual cost for each tool and our take on which one actually wins.
Solo operator (1 person, ~10 proposals/mo)
BidMaker
$348/yr (Pro)
Proposify
$588/yr (1 user × $49)
Verdict: BidMaker — saves $240/yr and includes AI generation
Small team (3 people, ~30 proposals/mo)
BidMaker
$348/yr (Pro, single workspace) or $708/yr (Business)
Proposify
$1,764/yr (3 users × $49)
Verdict: BidMaker — saves $1,056–$1,416/yr; CRM workflows give Proposify the edge if you need them
Sales team (5 people, 50+ proposals/mo, CRM-driven)
BidMaker
$708/yr (Business)
Proposify
$2,940/yr (5 users × $49)
Verdict: Proposify — the CRM sync, role-based approvals, and analytics are worth $2,232/yr at this scale
Six steps. Total time: 30–60 minutes for a solo operator with 3–8 templates and an active subscription. Test before you cancel.
1. Export your Proposify templates
Open each template in Proposify, choose Export → PDF. Keep these as a reference — you won't recreate them one-for-one in BidMaker, but you'll want the section structure handy.
Time: 10–20 min for 3–8 templates
2. Save your past proposals as PDFs
If you've sent proposals through Proposify in the last 12 months and may need to reference them (renewals, repeat clients), batch-export them. They won't transfer; treat them as archive.
Time: 5 min, automated
3. Create a BidMaker free account
Free plan: 3 proposals/month, AI generation included (1/month free). No credit card. Use this tier to send a real proposal to a real client before you commit.
Time: 2 min
4. Generate your first BidMaker proposal
Skip recreating your Proposify templates. Describe a current job in 2–3 sentences and let the AI draft the proposal. You'll get something usable in 30 seconds — edit from there. This step decides whether the switch holds.
Time: 5–10 min for the first one
5. Cancel Proposify
Once you've sent 1–2 BidMaker proposals successfully, cancel your Proposify subscription. If you're on annual billing, set a calendar reminder to cancel 7 days before renewal.
Time: 2 min
6. Optional: upgrade to Pro ($29/mo)
Free covers 3 proposals/month. If you're sending more than that, Pro gives you unlimited proposals + 20 AI generations and lifts the e-signature gate (Business tier, $59/mo, if you need formal signature audit trails).
Time: 1 min
Five honest reasons to stay on Proposify. We'd rather lose you to a clear-eyed "no" than churn you in 60 days because we oversold the fit.
Your team has 3+ people who draft, review, and approve proposals before they go out — Proposify's role-based workflow exists for exactly this
Proposify is the source of truth that feeds your Salesforce or HubSpot opportunity records
You rely on section-level analytics to coach your sales team (which sections clients linger on, where they drop off)
Your proposals include conditional pricing tables where the client picks options and the total updates live
You're billed annually and the prepaid period has more than 6 months left — the savings don't beat the disruption cost
3 proposals/month. AI generation included. Takes about 5 minutes to get a proposal out.
Try BidMaker freeBidMaker's free plan is permanent — not a trial. You get 3 proposals per month and 1 AI generation with no credit card required. Proposify does not have a free plan; their paid plans start at $49/user/month.
Depends on what you need. If you have one person sending proposals and don't need CRM integrations or multi-person approval workflows, BidMaker works fine at a fraction of the cost. If you're managing proposals across a team of account executives, Proposify's workflow features are worth it.
Yes, on the Business plan ($59/month). The client can accept or decline a proposal directly from the shareable link — BidMaker records their IP and timestamp. On free and Pro plans, clients can still accept proposals; you just don't get the formal e-signature audit trail.
BidMaker. Proposify is designed around sales teams and contract documents. BidMaker has templates, pricing guides, and AI prompts built specifically for service businesses — cleaning, landscaping, contracting, and similar trades.
Want a side-by-side breakdown of features and pricing? See the full BidMaker vs Proposify comparison