Scoring method
How the score is calculated
The score uses the category-specific buying dimensions below and their displayed weights.
This page is based on public product information, official sources, structured feature data, and multi-model AI evaluation. It is not a hands-on lab test unless explicitly stated. Confidence percentages describe our research indicators, not the probability that a claim is true or a measured accuracy rate.
Proposal creation and content management20%
84A browser-based editor with unlimited templates and a reusable content library supports branded proposal authoring across plans, while content locking is Enterprise-only and editable Word or advanced redlining workflows are not established.
Pricing and commercial flexibility15%
76Interactive pricing tables with calculated totals and one-time payment collection through Stripe, PayPal, and GoCardless are included, but full CPQ rule complexity and recurring or deposit payment behavior are not established.
Buyer experience and engagement analytics14%
86Delivers section-level reading analytics tracking when documents are opened, read, forwarded, downloaded, or signed, helping teams see exactly where recipients spend time.
Collaboration and approvals13%
61Manager approvals, simultaneous editing, inline comments, and advanced permissions are available on Enterprise, while Starter and Premium do not include the published manager-approval capability.
Acceptance and electronic signature12%
89Native electronic signatures are included across the plan ladder, and the product also supports a proposal workflow that can move from review to signature; the score is slightly below maximum because legal validity and signing requirements can still vary by jurisdiction and transaction type.
CRM and workflow integrations11%
74CRM integrations, API access, and Zapier automation are included from Premium, but exact objects, field synchronization direction, and advanced workflow coverage should be confirmed for each connector.
Governance, security, and scale9%
66Enterprise adds content locking, advanced permissions, manager approvals, and unlimited users and sends, while Starter and Premium impose send caps and omit those governance controls.
Implementation, usability, and support6%
73A 14-day free trial with no credit card and Premium onboarding lower evaluation friction, while custom template design is an optional paid service starting at $1,495.