Proposify review
Bottom line
Proposify is a sales document platform that covers proposals, quotes, contracts, and e-signatures in one web app. Its clearest strength is document-level tracking tied to CRM data and approval rules. The main cost to watch is that approval workflows, API access, and SSO sit on higher tiers, and the Salesforce and Aspire connections are paid add-ons. Small and mid-size sales teams that want tracked, branded proposals should evaluate it first.
What is Proposify?
Proposify is web-based software for building, sending, tracking, and signing sales proposals, quotes, and contracts. It targets a common problem: reps who rebuild documents from old Word files and PDFs lose time, and a wrong name or outdated price can cost a deal. Proposify replaces that patchwork with branded templates and one place to manage every document a sales team sends to a buyer.
Reps start from a template built in the drag-and-drop editor, which accepts text, images, tables, shapes, and embedded video. A shared content library holds reusable sections such as case studies, team bios, and pricing, and custom fields and variables fill in deal-specific details. Proposify can pull account data from a connected CRM and lock specific pages or elements so reps cannot change them. When a prospect opens a document, the sender receives an email notification, and the analytics show when each viewer opened it and how long they spent in each section. Buyers can sign electronically, and interactive quoting lets them choose optional fees or adjust quantities.
Freelancers, small businesses, and mid-size businesses make up the typical customer base. Pricing is per user. The Build plan costs $39 per user per month billed annually ($49 billed monthly), the Grow plan costs $65 per user per month billed annually, and the Scale plan costs $107 per user per month with a $12,800 yearly platform fee that includes ten users. Every plan includes a monthly send limit, while drafting and editing remain unlimited. Build includes a 14-day trial with no credit card required.
What sets Proposify apart is its focus on what happens after a document leaves the rep's hands. Tracking shows which sections a buyer spent time on, a workflow builder triggers updates between Proposify and outside tools, and approval workflows can require a manager's sign-off when a deal's total or discount crosses a set condition. Proposify keeps document creation, approval, tracking, and signature in one product, and its in-house designers will build a branded template for a fee.
Who it's for
- Small and mid-size sales teams
- Consultants and service firms sending custom proposals
- Franchise operators with multiple locations
- Sales teams that need CRM-connected tracking
Who should look elsewhere
- Teams that need a free plan with no trial limits
- Companies that need approval rules on the lowest tier
- Users who need an offline or desktop-only product
Typical uses
- Sending branded proposals and SOWs to prospects
- Building interactive quotes with optional upsells
- Routing discounted deals to managers for approval
- Collecting e-signatures on contracts
- Tracking prospect engagement to time follow-ups
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Proposify alternatives and comparisons
Proposify is the only proposal management product we list so far. Browse the category as more are added.