Sales document automation for agencies and larger sales teams
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 |
Proposify is built for sales teams and agencies managing 20+ proposals a month with multiple approvers and CRM integrations. BidMaker is built for independent service businesses that need a professional proposal out the door fast, without paying $49/seat to do it.
Six attributes of your business that should drive the choice. Use this matrix before reading the full feature table — most teams know the answer once they see the signals.
| Your situation | BidMaker fits if… | Proposify fits 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 |
Choose BidMaker if...
Choose Proposify if...
Per-seat pricing changes the math fast. Three buyer scenarios and what each tool costs for a full year.
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
Moving from Proposify to BidMaker is straightforward because the data shape is small: a list of templates and a backlog of past proposals. Export your Proposify templates as PDFs, recreate them in BidMaker (or skip — the AI generates a draft from a job description), and keep your past proposals as PDFs for reference. Most solo operators we've seen complete the switch in 30–60 minutes. The pieces that don't move: Salesforce/HubSpot sync (BidMaker has none), team approval workflows (single-approver only), and section-level engagement analytics (BidMaker tracks views, not scroll depth). If those features were why you bought Proposify, the switch is a downgrade.
Four scenarios where BidMaker is genuinely the wrong tool. If any of these describe you, Proposify (or another option) will serve you better.
You manage proposals across a sales team where 3+ people draft, review, and approve before sending
Your proposals must sync into Salesforce or HubSpot as part of an opportunity record
You need section-level analytics — knowing which page the client lingered on and where they dropped off
Your work is enterprise sales with custom interactive pricing tables and conditional content blocks
BidMaker'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.
Already leaning away from Proposify? See why teams switch from Proposify to BidMaker →
Figuring out what to charge? These guides cover typical rates and what drives costs up or down.