Avoma vs Proposify

Avoma is a US-based AI meeting assistant that records, transcribes and summarizes calls, then extends into scheduling, lead routing, conversation intelligence and revenue intelligence. It is aimed at sales, customer success and recruiting teams that want call notes, CRM updates and coaching insights in one tool instead of stitching together a notetaker, a scheduler and a separate coaching platform.

The core plan records Zoom, Google Meet and Microsoft Teams meetings, transcribes in more than 70 languages, writes AI notes from templates, drafts follow-up emails and pushes notes and fields into Salesforce, HubSpot or Pipedrive. Ask Avoma answers questions about a meeting or, on Enterprise, across all meetings. Paid seats are only needed for people who record; viewers are free. Conversation Intelligence (call scoring, talk patterns, topic trackers), Revenue Intelligence (deal and churn risk, MEDDIC or BANT scoring, forecasting) and Lead Router are sold as per-seat add-ons.

Avoma fits SMB and mid-market revenue teams that want Gong-style insight at a fraction of the price. Gong is deeper for large sales organizations, Fireflies and Otter are cheaper if you only need transcripts, and tl;dv is lighter and friendlier for product and research calls.

Buying tip: annual billing saves up to a third on the base plan, but add-ons quickly double the per-seat cost, so trial the Organization plan for 14 days with all add-ons enabled and keep only the ones reps actually use. Avoma also offers an MCP server and API that expose meeting transcripts and notes to AI assistants.

Proposify is a proposal management platform from Halifax, Nova Scotia, Canada. It was co-founded by Kyle Racki and Kevin Springer, who ran a web design agency and sold it in 2013 to focus on the product after years of building proposals by hand. Its core job is helping sales teams create, send, track and get signatures on proposals, quotes and contracts.

The editor works from templates and a shared content library, with interactive pricing tables, optional line items, a product catalog, custom fields and variables, and built-in e-signatures. Document insights show when a buyer opened a proposal and which sections they read. Plans are per user: Build covers documents, signatures, AI writing and the MCP server; Grow, billed annually, adds roles, approval workflows, account metrics and API access; Scale is an annual platform fee for ten users with SSO, multiple workspaces and premium Salesforce or Aspire integrations.

Proposify fits agencies, B2B service firms and sales teams that send designed proposals and want control over what goes out. PandaDoc is broader, with a free e-signature plan and stronger document automation, while DocuSign is about signatures, not proposal design. Oneflow is the stronger pick for contract lifecycle work in Europe.

Watch the send limits: every plan includes a monthly quota of sent documents, and extra sends are billed per document. Proposify now offers an MCP server so AI assistants such as Claude can create and update documents, and its 14-day trial needs no credit card.