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Proposify

Create compelling proposals. Close with confidence.

Last updated: October 2024

Proposify - 2025 Pricing, Features, Reviews & Alternatives

Table of Contents

What is Proposify?

Proposify is the online proposal software that gives sales leaders the control and visibility you need to better manage your sales document process and double your close rates. Create, send, track, and close quotes, contracts, and proposals with confidence.

Create impressive sales documents that are brand-consistent and error-free. Get valuable insights on how prospects are interacting with your proposals so reps can make timely follow-ups and nurture the deal to a close. Find out what your best reps are doing vs low performers so you can replicate and scale your process and accurately forecast. Deliver a seamless, professional, sign-off experience for your customers and prospects.

Benefits of using Proposify

- Create on-brand templates that sales reps can reuse so all they have to do is customize the details for their next big deal.
- Store all the content reps need in one location so snapping together a proposal takes minutes, not hours.
- Empower reps to create proposals, contracts, and agreements directly in Salesforce and keep their data in sync.
- Impress your prospects with a buyer experience that includes interactive pricing, videos, and live chat.
- Get faster sign-off and make it easier for prospects to buy with our legally binding electronic signature tool and order forms.
- Find out how prospects are interacting with proposals, which sections they looked at and for how long. This insight helps reps know when to reach out to close the deal.

Starting from

/user

Per month

Alternatives with better value for money

Proposify's key features

Most critical features, based on insights from Proposify users:

Templates

4.2

(29)

Document Management

3.8

(21)

Electronic Signature

4.4

(20)

Proposal Generation

4.3

(18)

Quotes/Estimates

4.3

(17)

Customizable Templates

3.7

(13)

All Proposify features

Features rating:

4.3

(296)

Process/Workflow Automation

2.5

(2)

Status Tracking

3.5

(2)

Document Review

2.5

(2)

Progress Tracking

4.2

(4)

Digital Signature

4.0

(6)

Contact Management

3.5

(4)

Workflow Management

4.2

(4)

Third-Party Integrations

4.3

(7)

Content Library

4.4

(11)

Pre-built Templates

4.0

(1)

Pricing Management

4.0

(4)

Discount Management

4.0

(1)

CRM

4.3

(3)

Contract/License Management

3.2

(5)

Collaboration Tools

4.2

(4)

Reporting & Statistics

(0)

Reporting/Analytics

4.0

(1)

Reminders

3.5

(2)

Real-Time Notifications

4.0

(1)

Real-Time Data

(0)

RFP Creation

5.0

(1)

Sales Trend Analysis

(0)

Search/Filter

(0)

Specialty Contracts

(0)

Product Configurator

(0)

Team Collaboration

(0)

Template Management

5.0

(1)

Price and Cost Calculations

(0)

Version Control

5.0

(1)

Access Controls/Permissions

4.5

(2)

Activity Dashboard

5.0

(1)

Activity Tracking

(0)

Alerts/Notifications

(0)

API

(0)

Approval Process Control

(0)

Audit Trail

4.0

(1)

Automatic Formatting

(0)

Catalog Management

(0)

Chat/Messaging

(0)

Configurable Workflow

(0)

Content Management

5.0

(4)

Customizable Branding

5.0

(1)

Customizable Fields

(0)

Customizable Reports

(0)

Document Automation

(0)

Document Storage

(0)

Document Templates

(0)

Drag & Drop

(0)

For Sales Teams/Organizations

4.0

(1)

Knowledge Base Management

4.0

(1)

Proposify alternatives

Proposify

4.4

(296)

Starting from

/user

Per month

Free trial

Free version

Ease of Use

4.3

Features

4.3

Value for Money

4.3

Customer Support

4.4

QuoteWerks

4.6

(190)

visit website

Starting from

Per month

Free trial

Free version

Ease of Use

4.5

Features

4.6

Value for Money

4.6

Customer Support

4.6

Conga Document Generation

4.4

(109)

visit website

Starting from

Per month

Free trial

Free version

Ease of Use

4.0

Features

4.3

Value for Money

4.0

Customer Support

4.2

Jotform

4.7

(2.3K)

visit website

Starting from

Per month

Free trial

Free version

Ease of Use

4.7

Features

4.6

Value for Money

4.5

Customer Support

4.4

Proposify pricing

Value for money:

4.3

Starting from

/user

Per month

Pricing details

Subscription

Free trial

Free plan

Pricing range

view pricing plans

Proposify integrations (32)

Integrations rated by users

We looked through 296 user reviews, to identify which products are mentioned as Proposify integrations, and what is the users perception.

FreshBooks

Integration rating: 5.0 (1)

Basecamp

Integration rating: 5.0 (1)

Stripe

Integration rating: 4.0 (1)

Proposify support options

Typical customers

Freelancers

Small businesses

Mid size businesses

Large enterprises

Platforms supported

Web

Android

iPhone/iPad

Support options

Email/Help Desk

Chat

FAQs/Forum

Knowledge Base

Training options

Videos

Webinars

Documentation

Live Online

Proposify reviews

Overall rating

4.4

296

Positive reviews

Rating breakdown

Value for money
Ease of use
Features
Customer support
Likelihood to recommend8.66/10

Rating distribution

187

Pros

I loved that it made proposals look more professional. The templates were a great start and the collaboration aspect was very useful.

Kristina M.

Digital Marketing Expert

The best feature are the templates for various industry. I use this soft and I recommended to many of my clients as it helps create great looking proposals, keeps track of your sales funnels.

Julia D.

Owner

It's great to see a SaaS product backed up by brilliant and quick customer support. This is so rare these days.

Verified reviewer

Anonymity request

Cons

Hard to customize and make design changes. Inability to combine projects.

Dayne K.

CEO

Deleting the final page in a section for example is not allowed, so you have to add a new page and then delete. Additionally, some of the button labels can be confusing at first.

Will G.

Client Success Director

The tone of the guys is just awful. Max 5 active proposals at any one time.

Lawry H.

Read all reviews

Proposify FAQs

Q. What type of pricing plans does Proposify offer?

Proposify has the following pricing plans:
Starting from: $35.00/month
Pricing model: Subscription
Free Trial: Available | (No Credit Card required)

These products have better value for money

Q. Who are the typical users of Proposify?

Proposify has the following typical customers:
Large Enterprises, Mid Size Business, Non Profit, Small Business

Q. What languages does Proposify support?

Proposify supports the following languages:
English

Q. Does Proposify support mobile devices?

Proposify supports the following devices:
Android, iPhone

Q. Does Proposify offer an API?

Yes, Proposify has an API available for use.

Q. What other apps does Proposify integrate with?

Proposify integrates with the following applications:
Insightly, Zapier, QuickBooks Online Advanced, Zoho Books, Pipedrive, FreshBooks, Drift, Stripe, Harvest, Basecamp, Olark, Highrise, Keap, Vidyard, Podio, Salesforce Platform, Xero, HubSpot CRM, Intercom

Q. What level of support does Proposify offer?

Proposify offers the following support options:
Email/Help Desk, Chat, FAQs/Forum, Knowledge Base