Proposify

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

Paid

Web

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#Proposal Generation

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.

Key Features

Proposal Software

Create professional, branded proposals with customizable drag-and-drop templates designed for sales teams.

Document Tracking and Analytics

Track prospect engagement with notifications and detailed analytics on document views and time spent per section.

Quoting Software

Build interactive quotes that allow buyers to customize options and quantities, turning pricing into a sales tool.

Contract Management

Manage contracts from creation to signature while ensuring compliance and accelerating deal closure.

E-Signature Solution

Enable legally binding, mobile-friendly electronic signatures to speed up the signing process.

Document Automation

Integrate with CRM and other tools to automate data population, reduce errors, and streamline workflows.

Content Library and Templates

Maintain a centralized library of reusable content, sections, and templates to ensure brand consistency and speed document creation.

User Roles and Permissions

Control access and editing rights with customizable roles, permissions, and multi-workspace support for large organizations.

Who It's For

How to Use

Create a Proposal Template

Use the drag-and-drop editor to design a branded proposal template or engage Proposify's design service for customization.

Add Content and Pricing

Build proposals by assembling sections from the content library and adding interactive quotes with custom pricing options.

Send Proposal to Prospect

Send the proposal electronically with integrated e-signature fields for easy client signing on any device.

Track Engagement

Monitor when and how prospects interact with the proposal using real-time notifications and detailed analytics.

Follow Up and Close

Use engagement insights to tailor follow-ups, address objections, and accelerate deal closure.

Pricing

Pricing details are gathered from the official Proposify website and are provided for reference only. Always confirm the latest information directly with the vendor.

Plan	Price	Highlights
Basic	$19	Unlimited document creation and editing Up to 10 document sends per month E-signatures included Document tracking and notifications
Team	$41	Everything in Basic Up to 30 document sends per month Document analytics CRM and other integrations Custom fields and variables
Business	Custom pricing	Everything in Team Up to 75 document sends per month User roles and permissions Single Sign-On (SSO) API access Multiple workspaces Premium onboarding and support

Found a change in pricing? We welcome corrections. Reach out so we can keep this listing accurate.

Pros & 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.

Use Cases

Explore tools grouped by use case so you can keep researching without losing momentum.

Frequently Asked Questions

Ratings & reviews

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Most recent

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

Ratings & reviews

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

Share your experience

Help others decide, your insights matter — no account needed

Community reviews (0)

Most recent

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

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Key Features

Proposal Software

Create professional, branded proposals with customizable drag-and-drop templates designed for sales teams.

Document Tracking and Analytics

Track prospect engagement with notifications and detailed analytics on document views and time spent per section.

Quoting Software

Build interactive quotes that allow buyers to customize options and quantities, turning pricing into a sales tool.

Contract Management

Manage contracts from creation to signature while ensuring compliance and accelerating deal closure.

E-Signature Solution

Enable legally binding, mobile-friendly electronic signatures to speed up the signing process.

Document Automation

Integrate with CRM and other tools to automate data population, reduce errors, and streamline workflows.

Content Library and Templates

Maintain a centralized library of reusable content, sections, and templates to ensure brand consistency and speed document creation.

User Roles and Permissions

Control access and editing rights with customizable roles, permissions, and multi-workspace support for large organizations.

Who It's For

How to Use

Create a Proposal Template

Use the drag-and-drop editor to design a branded proposal template or engage Proposify's design service for customization.

Add Content and Pricing

Build proposals by assembling sections from the content library and adding interactive quotes with custom pricing options.

Send Proposal to Prospect

Send the proposal electronically with integrated e-signature fields for easy client signing on any device.

Track Engagement

Monitor when and how prospects interact with the proposal using real-time notifications and detailed analytics.

Follow Up and Close

Use engagement insights to tailor follow-ups, address objections, and accelerate deal closure.

Pricing

Pricing details are gathered from the official Proposify website and are provided for reference only. Always confirm the latest information directly with the vendor.

Plan	Price	Highlights
Basic	$19	Unlimited document creation and editing Up to 10 document sends per month E-signatures included Document tracking and notifications
Team	$41	Everything in Basic Up to 30 document sends per month Document analytics CRM and other integrations Custom fields and variables
Business	Custom pricing	Everything in Team Up to 75 document sends per month User roles and permissions Single Sign-On (SSO) API access Multiple workspaces Premium onboarding and support

Found a change in pricing? We welcome corrections. Reach out so we can keep this listing accurate.

Pros & 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.

Use Cases

Explore tools grouped by use case so you can keep researching without losing momentum.

Proposify

Overview

Featured Video

Key Features

Proposal Software

Document Tracking and Analytics

Quoting Software

Contract Management

E-Signature Solution

Document Automation

Content Library and Templates

User Roles and Permissions

Who It's For

How to Use

Create a Proposal Template

Add Content and Pricing

Send Proposal to Prospect

Track Engagement

Follow Up and Close

Pricing

Pros & Cons

Pros

Cons

Use Cases

Frequently Asked Questions

Ratings & reviews

Ratings & reviews

Community reviews (0)

Ratings & reviews

Community reviews (0)

Featured Video

Key Features

Proposal Software

Document Tracking and Analytics

Quoting Software

Contract Management

E-Signature Solution

Document Automation

Content Library and Templates

User Roles and Permissions

Who It's For

How to Use

Create a Proposal Template

Add Content and Pricing

Send Proposal to Prospect

Track Engagement

Follow Up and Close

Pricing

Pros & Cons

Pros

Cons

Use Cases

Frequently Asked Questions

Ratings & reviews

Community reviews (0)