Digital Sales Room

Proposify

Proposal software that enables sales teams to create, send, track, and sign professional business proposals.

Overview

Proposify is a sales proposal software designed to streamline the creation, tracking, and signing of proposals, quotes, and contracts. It offers branded templates, e-signatures, CRM integrations, and analytics to improve close rates and accelerate sales cycles.

Updated Oct 27, 2026

15 things

What Proposify has

Apps

For developers

Programmatic access to the product's data and features for developers.
A Model Context Protocol server that lets AI tools connect to and act on your data.

Hosting and storage

Host your forms on your own domain or subdomain for branded form links.

Support

Faster answers from the support team than customers get as standard.
A dedicated customer success professional helps customers get more value from the product.
Get help from the support team by writing to them via email.
Real people you can contact when you need help with the tool.
Get help from the support team through a real-time chat window.
Guided setup and training to help new users get started with the tool.
Get help from the support team by calling them directly on the phone.
Expert services that help organizations plan, implement, or improve their work processes.

Pricing

Try the paid product for a limited time before committing to a subscription.
A product demonstration available to prospective customers who want to evaluate the tool.

Extras

Pre-built starting points you can edit to fit your own needs.

7 features

Key Features

Proposal management
Proposify gives your team the control and visibility to quickly create, track, and sign winning proposals while increasing your team's close rate.
Branded templates
Not a designer? No problem. Customize design-friendly, drag-and-drop templates to create beautifully branded quotes, proposals, and agreements.
Pre-approved content
Stop getting in your own way. Minimize the approvals process without losing control of what your reps are sending out the door with standardized, pre-approved content.
Content library
Set up a centralized content library and reusable templates so reps can find what they need when they need it and send winning proposals quickly—ahead of the competition.
CRM data
Proposify pulls data directly from your CRM to eliminate embarrassing typos caused by human error and rogue sellers. Plus, you can lock down important proposal elements so reps can’t edit them.
Electronic signatures
Print/sign/scan is for delays and dinosaurs, not modern deals. Esignatures let your prospects sign any time from any device so you can get the deal done and get on with business.
Engagement analytics
Get notifications when they open the proposal and detailed analytics on the time spent on each section.

Pros and cons

Pros

Increases sales close rates by providing professional, branded proposals and real-time engagement tracking.
Integrates with major CRM, invoicing, and payment platforms to automate data and workflows.
Offers interactive quoting and contract management features in addition to proposals.
Includes legally binding e-signatures that work on any device to speed deal closure.
Provides centralized content libraries and template management to maintain brand consistency and reduce errors.

Cons

Pricing plans limit the number of proposal sends per month, which may require overage fees for high-volume users.
Premium onboarding, custom templates, and advanced integrations require additional costs and are not included in basic plans.
Customer support hours are limited to business hours in EST, which may affect global users.
Some advanced features like API access and SSO are only available in higher-tier plans.
No explicit free plan beyond a free trial; ongoing use requires paid subscription.

You?

Be the first to rate Proposify

Your review helps others make better decisions. No account needed. Takes about 10 seconds.

Featured Video

See Proposify at work before you try it.

Watch on YouTube

0 questions

Frequently Asked Questions

Community reviews

Write a review

No written reviews yet. Be the first to share your experience.

Community reviews

Write a review

No written reviews yet. Be the first to share your experience.

15 things

What Proposify has

Apps

For developers

Programmatic access to the product's data and features for developers.
A Model Context Protocol server that lets AI tools connect to and act on your data.

Hosting and storage

Host your forms on your own domain or subdomain for branded form links.

Support

Faster answers from the support team than customers get as standard.
A dedicated customer success professional helps customers get more value from the product.
Get help from the support team by writing to them via email.
Real people you can contact when you need help with the tool.
Get help from the support team through a real-time chat window.
Guided setup and training to help new users get started with the tool.
Get help from the support team by calling them directly on the phone.
Expert services that help organizations plan, implement, or improve their work processes.

Pricing

Try the paid product for a limited time before committing to a subscription.
A product demonstration available to prospective customers who want to evaluate the tool.

Extras

Pre-built starting points you can edit to fit your own needs.

7 features

Key Features

Proposal management
Proposify gives your team the control and visibility to quickly create, track, and sign winning proposals while increasing your team's close rate.
Branded templates
Not a designer? No problem. Customize design-friendly, drag-and-drop templates to create beautifully branded quotes, proposals, and agreements.
Pre-approved content
Stop getting in your own way. Minimize the approvals process without losing control of what your reps are sending out the door with standardized, pre-approved content.
Content library
Set up a centralized content library and reusable templates so reps can find what they need when they need it and send winning proposals quickly—ahead of the competition.
CRM data
Proposify pulls data directly from your CRM to eliminate embarrassing typos caused by human error and rogue sellers. Plus, you can lock down important proposal elements so reps can’t edit them.
Electronic signatures
Print/sign/scan is for delays and dinosaurs, not modern deals. Esignatures let your prospects sign any time from any device so you can get the deal done and get on with business.
Engagement analytics
Get notifications when they open the proposal and detailed analytics on the time spent on each section.

Pros and cons

Pros

Increases sales close rates by providing professional, branded proposals and real-time engagement tracking.
Integrates with major CRM, invoicing, and payment platforms to automate data and workflows.
Offers interactive quoting and contract management features in addition to proposals.
Includes legally binding e-signatures that work on any device to speed deal closure.
Provides centralized content libraries and template management to maintain brand consistency and reduce errors.

Cons

Pricing plans limit the number of proposal sends per month, which may require overage fees for high-volume users.
Premium onboarding, custom templates, and advanced integrations require additional costs and are not included in basic plans.
Customer support hours are limited to business hours in EST, which may affect global users.
Some advanced features like API access and SSO are only available in higher-tier plans.
No explicit free plan beyond a free trial; ongoing use requires paid subscription.

You?

Be the first to rate Proposify

Your review helps others make better decisions. No account needed. Takes about 10 seconds.

Featured Video

See Proposify at work before you try it.

Watch on YouTube

0 questions

Proposify

Overview

What Proposify has

Apps

For developers

Hosting and storage

Support

Pricing

Extras

Key Features

Proposal management

Branded templates

Pre-approved content

Content library

CRM data

Electronic signatures

Engagement analytics

Pros and cons

Pros

Cons

Be the first to rate Proposify

Featured Video

Frequently Asked Questions

What Proposify has

Apps

For developers

Hosting and storage

Support

Pricing

Extras

Key Features

Proposal management

Branded templates

Pre-approved content

Content library

CRM data

Electronic signatures

Engagement analytics

Pros and cons

Pros

Cons

Be the first to rate Proposify

Featured Video

Frequently Asked Questions

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More in Digital Sales Room