Leaving Proposify
Most people who leave Proposify are not unhappy with the software. They leave because they stopped being the customer it is built for. Proposify sells to field service, construction and franchise sales teams now, and its pricing is per user[1] — a structure that only makes sense when there are users, plural.
This page is the honest version of that move: what carries over, what you rebuild by hand, roughly what it costs you in an afternoon, and the cases where you should stay on Proposify. If you are still deciding rather than leaving, the side-by-side comparison is the better page.
What you keep, and what you give up
The second column is the one worth reading twice. A switching page that only lists gains is an advert.
You keep
- A branded, client-facing proposal on its own link
- Open and view tracking — with section-level detail added
- Line items, deliverables and instalment schedules
- Client acceptance, recorded with name, email, IP and timestamp
- Your own logo and colours on the proposal page
You give up
- Legally binding e-signature — we record click-to-accept instead
- Salesforce and HubSpot integrations — we have none
- Multi-seat teams and approval workflows
- A large template library — we ship 12 plus an AI drafter
- A decade of vendor operating history
What the migration actually costs you
There is no importer. Nobody has built one, and pretending otherwise would waste your afternoon rather than ours.
1. Your templates are rebuilt by hand
Copy the sections you actually reuse into a new proposal and save it as a template. Most solo sellers discover they were reusing one or two, not the twelve they had. The AI builder will draft the first one from a description if you would rather not start from a blank page.
2. Proposals already sent stay where they are
Nothing is migrated. Keep your Proposify account until the open deals on it close, then cancel — running both for a few weeks is the normal path, not a failure of planning.
3. Your closed-won history does not come with you
Export anything you need for your own records before cancelling. Win-rate history starts fresh here.
Do not switch if
These are the cases where Proposify is simply the right tool and we are not. If one of these is you, stay — you will be happier and it costs you nothing to ignore us.
You need legally binding e-signature
ClosingMoment records a click-to-accept legal record, not a signature. For deals above roughly £5K in the UK and EU, treat that gap as a real one.
You have colleagues, a CRM, or an approval step
There is no team plan and no integrations. A proposal that needs a manager’s sign-off before it goes out has nowhere to wait here.
You sell to enterprise, or in a regulated field
Enterprise sales teams, e-commerce, and regulated financial or insurance advisors all want audit trails and multi-party approval. We deliberately do not build those, and that is not a roadmap gap — it is the decision that keeps the product focused.
What you get that Proposify does not sell
Both tools tell you a proposal was opened. The difference is the ten minutes after that.
A push notification while they are still reading
Not “viewed 40 minutes ago”. An alert that says they have been on your pricing section for three minutes, while they are still on the page.
One-tap WhatsApp close from that notification
ClosingMoment drafts a follow-up from the sections they actually read and opens WhatsApp with it pre-filled. The proposal conversation happens where your client already is.
Pricing that does not assume a team
Proposify runs a 14-day trial with no permanent free plan[1]. ClosingMoment is 5 proposals free forever with every closing tool switched on, then $19/mo flat — not per seat, because there is only ever one of you.
Try it on one live deal first
Send your next proposal through ClosingMoment while Proposify still runs. 5 proposals free, no credit card, no demo call.
Start free