RuleDox vs Proposify: Which Do You Need?

• Proposify is a proposal creation and sending platform with a visual editor, e-signatures, analytics, and CRM integrations.
• RuleDox is a rules-based scope assembly tool that works inside Google Docs. It calculates hours, pricing, and conditional sections from defined rules.
• Choose Proposify if you need a polished proposal editor, e-signatures, content analytics, and Salesforce/HubSpot integration.
• Choose RuleDox if your bottleneck is assembling the scope — deciding what to include, calculating hours/pricing, and keeping scopes consistent across your team.
• They solve different problems and can be used together.

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Proposify is a proposal software platform designed to help sales teams create, send, and track proposals. It focuses on the proposal creation experience (with a visual editor), team collaboration, and post-send analytics.

Proposify core features:

• Visual proposal editor with auto-alignment and design tools (Proposify 3)
• Proposal templates and content library (reusable sections)
• E-signatures
• Proposal viewing analytics (opens, time per section, forwarding)
• Approval workflows (internal review before sending)
• CRM integrations (Salesforce, HubSpot)
• Roles and permissions for team management
• AI grammar checks
• Flexible pricing tables

Proposify pricing: $49/user/month (Team plan). Enterprise pricing available.

Best for: Sales teams at B2B companies and agencies that send frequent proposals and want control over the creation, sending, and tracking process.

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RuleDox is a rules-based scope assembly tool focused on what happens before the proposal is created. It helps agencies and service teams generate accurate, consistent scopes of work from defined variables and rules — inside Google Docs.

RuleDox core features:

• Rules-based conditional sections (include/exclude based on project variables)
• Automatic hours and pricing calculation from rules
• Google Docs-first (assembled scope lives in your Google Drive)
• Variable-driven assembly (answer questions, get a scope)
• Safe delegation (rules are in the system, not in someone's head)

What RuleDox does not do:

• E-signatures
• Proposal sending or viewing analytics
• Visual proposal design
• CRM integration

Best for: Agencies and productised service teams whose scopes vary between projects and who need consistent hours, pricing, and conditional sections — especially teams that work in Google Docs.

Try the live demo

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Feature	Proposify	RuleDox
Primary focus	Proposal creation, sending, and tracking	Scope assembly from rules
Document editor	Own visual editor (Proposify 3)	Google Docs (native)
E-signatures	Yes	No
Viewing analytics	Yes (opens, time per section, forwarding)	No
CRM integrations	Yes (Salesforce, HubSpot)	No
Content library	Yes (reusable sections, drag and drop)	Rules define what's included
Rules-based conditional sections	No (manual section selection)	Yes (automatic from variables)
Automatic hours/pricing calculation	No (flexible pricing tables, manual entry)	Yes (from variables and rules)
Team approval workflows	Yes (internal review)	No
Google Docs integration	No (own editor)	Native (scope is a Google Doc)

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Proposify has a content library — a collection of reusable sections that team members can drag into proposals. This helps with consistency of language and formatting.

RuleDox has rules — logic that automatically determines which sections to include based on project variables, and calculates hours/pricing from those variables.

The difference:

• With a content library, a person decides which sections to include and drags them in.
• With rules, the system decides which sections to include based on the answers to scope variables.

If your scopes don't vary much, a content library may be enough. If your scopes vary significantly (different project types, different integrations, different complexity levels), rules-based assembly removes the manual decision-making.

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• You need a visual proposal editor with professional design controls
• E-signatures and approval workflows are part of your process
• Viewing analytics (who opened, time per section) help your sales follow-up
• You want CRM integration for pipeline tracking
• Your proposals are relatively standard and a content library covers your variation needs

• Your scopes vary significantly between projects (different sections, different pricing)
• You need conditional sections that appear or disappear based on project variables
• Hours and pricing need to be calculated from rules, not entered manually
• Your team works in Google Docs and wants scopes to stay there
• Multiple team members write scopes and consistency is a priority
• You want to delegate scoping safely

• RuleDox assembles the scope (the structured, rules-based part)
• Proposify turns it into a polished proposal with e-signatures and analytics
• The scope section of the proposal is accurate because RuleDox assembled it

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Can Proposify do conditional sections? Proposify's content library lets you save reusable sections and drag them into proposals. But it does not have a rules engine that automatically includes or excludes sections based on project variables. The selection is manual.

Can Proposify calculate hours and pricing from rules? Proposify has flexible pricing tables where you enter line items and quantities manually. It does not calculate hours or pricing from scope variables automatically.

Does RuleDox have a visual proposal editor? No. RuleDox assembles scopes in Google Docs. The visual design is whatever your Google Doc looks like. If you need a designed proposal, use Proposify or similar for the presentation layer.

Can I import a RuleDox scope into Proposify? Yes. You can copy the assembled scope from Google Docs into Proposify's editor, or attach the Google Doc as a link within your proposal. The scope assembly (RuleDox) and proposal presentation (Proposify) are separate steps.

Which is better for agencies? It depends on where your bottleneck is. If you struggle with creating and sending proposals, Proposify helps. If you struggle with assembling consistent scopes (hours, pricing, conditional sections), RuleDox helps. Many agencies need both.