Proposify Pricing Plan & Cost Guide

Proposify

Proposal software for modern sales teams.

4.53/5 (247 reviews)

Proposify Pricing

Starting from: $19.00/month

Pricing model: Open Source, Subscription

Free Trial: Available (No Credit Card required)

Subscriptions start at $19/month.

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Proposify Pricing Reviews

Pros
  • Their templates are also outstanding and the tool is super easy to use. Great design capabilities.Barbara C.Read the full review
  • The ability to customize and update various documents with an easy-to-use interface is helpful when you need to get documents out quickly. Online signature is fantastic.Verified ReviewerRead the full review
  • It doesn't matter if you are writing your first proposal as much as you follow their guidelines, you'll create the type of proposal that helps you win the contract.Samuel U.Read the full review
Cons
  • Basically you have to run blind. CRM integration is horrible and creates a lot of duplicates in our CRM.Nick D.Read the full review
  • The worst experience was when I lost hours worth of work for a big proposal (and it didn't autosave), making for a sleepless night.Verified ReviewerRead the full review
  • Hard to customize and make design changes. Inability to combine projects.Dayne K.Read the full review
92%
recommended this to a friend or a colleague

25 reviewers had the following to say about Proposify's pricing:

Nick Dorogavtsev

Very poor quality product, Poor integrations, Poor proposal layouts that are inconsistent

Used weekly for 1-2 years
Reviewed 2018-06-21
Review Source: Capterra

Cheap.

Pros
Cheap. Integrates with a lot of applications. Relatively flexible design. Mobile App is not bad.

Cons
- Everything is set in Northern Virginia, US time and all notifications, dashboard timing is our of your time and makes it very confusing to use for us to track when we sent a proposal and when the customer received reminders. - The layout is very inconsistent and tables are constantly going over the text and images in PDF version when in the web version it was OK. And what you see in the system is different to what customer gets. Very frustrating. Especially with 2.0 version. - Support is useless and in chat replies on the next day, best case scenario and their replies are shot and more designed to get you off their back not to provide the solutions. - With version 2.0 our customers almost never serve the email and because it is sent via their server we could never track if the customer actually received it. - No ability to track bounced proposals. Basically you have to run blind. - CRM integration is horrible and creates a lot of duplicates in our CRM.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Likelihood to recommend: 2/10

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James Cartwright

Easy to Create Professional Proposals

Used monthly for less than 6 months
Reviewed 2017-04-11
Review Source: Capterra

Proposify is an awesome bit of software. I've been able to create templates for my different proposals and it has drastically cut down on the time I spend writing them. At first I was concerned about spending so much each month on this software but I feel more confident at writing larger proposals and have won projects that are 2 or 3 times the value of my previous projects. I love that I can see how long clients are spending viewing my proposals and it help to keep you sane when you are waiting for a response to a big value proposal.

Pros
Easy to usy, great interface. Good tracking of proposals

Cons
The price

Rating breakdown

Value for money
Ease of use
Features
Customer support

Likelihood to recommend: 10/10

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Daniel Massimino

Great Product, Great Value

Used daily for less than 6 months
Reviewed 2017-03-23
Review Source: Capterra

Proposify has been an amazing asset to streamlining our inbound sales funnel for new clients. The software is easy to setup , and beyond easy to utilize on a day to do basis to send proposals. The value compared to others that I've tried is beyond fair, and the software has no bugs like some of its competitors. The only think I hope to see in the future is additional integrations with other SaaS . Besides that, Proposify gets a 5 stars in my book.

Pros
Ease of use Initial Setup time Native iOS app Analytics Price

Cons
Lack of integrations with other softwares Functionality of creating templates Limited template options

Rating breakdown

Value for money
Ease of use
Features
Customer support

Likelihood to recommend: 10/10

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Carid Baez

Highly Recommended

Used occasionally for free trial
Reviewed 2019-01-26
Review Source: Capterra

For me was awesome find Proposify to create proposal, help to do it faster.

Pros
The best thing of this software is the template and the photos, Also the ability that you have to write a proposal without wasting time. Is user-friendly system and have a tutorial that helps you if you have questions.

Cons
The monthly pricing. I tried with a trial offer, but it was something that i cannot afford at the moment cause im starting with my bussiness.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Likelihood to recommend: 10/10

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Adam Lacey

The best way to present proposals to clients!

Used daily for 6-12 months
Reviewed 2016-12-03
Review Source: Capterra

As the owner of a Digital Agency in a crowded marketplace, it's important to be better at every opportunity. Proposify allows us to do that. It's made with the creative industries in mind and has a pretty nice default contract in place that can be used. Of course, as per all contracts, it's important to get it checked/re-written by a professional to make sure it's 100% legal and enforceable. Proposify gives a decent depth of analytics on user behavior from the moment they open your proposal. They also track the proposal journey through to the client and allows the option to add an auto follow up to non-signed/opened proposals. Clients always comment on how much they love how easy it is to digitally sign our proposals/contracts and some have even incorporated Proposify in their business. Proposify allows you to create different proposal templates. We use this feature to have a proposal for each of our services and then we just tweak the scope of services to the individual client's requirements on the fly. All of a sudden, a proposal that looks like it took over an hour is out the door in 10 minutes. The early bird catches the worm and Proposify makes it so we can close deals faster. The only thing very slightly negative regarding Proposify is the pricing. It's certainly one of the most expensive platforms we pay for on a monthly basis however it isn't unaffordable. It may be a bit of a stretch for a small business to pay for regularly and the 5 proposal limit on the lower plan is quite restrictive for the price. They used to offer 10 proposals for that price which seemed much better value to me, however, they're constantly updating, improving and adding integrations and they're a business after all so need to bring the revenue in. All in all, don't hesitate, just sign up! You won't regret it.

Pros
Integrations. Looks. Functionality. User Friendliness.

Cons
Pricing but it's not too bad.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Likelihood to recommend: 10/10

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Dorothy Kolb

Great Proposal Software

Used weekly for less than 6 months
Reviewed 2019-09-06
Review Source: Capterra

I switched from PandaDoc to Proposify. It's a much better cost-benefit. There is really nothing in PandaDocs that is not in Proposify and frankly I got the hang of Proposify much quicker. Customer support is quick and very helpful

Pros
Its very easy to use. User interface is nice and well thought out. No real learning curve for the most part,

Cons
It might be nice to have a little more flexibility with the pricing charts that you lay in.

Response from Pitch Perfect Proposal Software


Hi Dorothy, thanks for leaving us a review. Welcome to the Proposify family, we're glad to have you! We're also glad to hear your feedback - our team is constantly working to make Proposify an even more powerful tool, and we genuinely appreciate any and all comments. Best of luck with any upcoming proposals, and happy closing!

Rating breakdown

Value for money
Ease of use
Features
Customer support

Likelihood to recommend: 10/10

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EBIN ELIAS

One of the best tool to make your proposals more easily and effectively

Used weekly for 6-12 months
Reviewed 2019-04-06
Review Source: Capterra

We can now track our proposals in time and followup with them such that the chance of getting them cold is very low. Proposify helps us to maintain a strong communication with the client and thereby generating more sales.

Pros
The best part about Proposify is that there is no need to search for templates on the internet that match your proposals, it has al the needy templates on the system. While selecting the proposal type the template design gets added automatically thus saving much time. We are also interested to see that a lot of third party integrations can be done on this tool like adding in Zoho platform etc. The major use case that we can see is the ease of creating a proposal and have the follow up done. Really a great tool to work with.

Cons
The major issue is that the pricing and the feature set is limited, saying we cant add more images to the layout like we had done on MS word. Please cleat this issues asap.

Response from Pitch Perfect Proposal Software


Hi Ebin,

Thanks for leaving us a review. It's great to hear that you're making use of the template gallery and the available integrations!

You should be able to add as many images as you want to your proposals (keeping in mind file size restrictions). If you have issues adding images to your proposals or want to clarify the maximum file sizes, be sure to reach out to our Support team in-app or via email (support@proposify.com). They'll be happy to assist you and make sure your proposals are looking exactly how you want them to!

Happy closing!

Rating breakdown

Value for money
Ease of use
Features
Customer support

Likelihood to recommend: 8/10

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Jamie Baillie

Separates us from the competition

Used daily for 6-12 months
Reviewed 2017-04-10
Review Source: Capterra

I've been using proposify for about a year now. I sell commercial office furnishings and our proposals beat out our competition every time. The best part is we can track what the end user is most interested in so we can streamline our proposals to meet their needs. Thanks to the Proposify Team for such an awesome product.

Pros
Ability to create a library for our team to draw from.

Cons
I wish we could link pricing cells from an individual price for a product in our proposal to a master pricing summary page.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Likelihood to recommend: 10/10

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Anonymous

Pricey but looks like it is worth it. A free trial experience helps in knowing if it works for you.

Used occasionally for free trial
Reviewed 2018-06-28
Review Source: Capterra

Pros
The many templates, all applicable with need for minimal editing at times. I used this in particular as a free trial to see whether it is something I would need and it turns out that I was able to improve the speed and efficiency of proposal preparations. I love how much more simpler and quicker it allows a proposal to be developed and sent out, a task which previously would always be daunting to me.

Cons
I think it is a bit on the pricey side, but seeing as it does what you'd expect it to, it really comes down to how much you value the use of that service. As I have not used a similar service before, I can't compare the cost to those. I do however believe that it is worth it's price tag.

Rating breakdown

Value for money
Ease of use
Features

Likelihood to recommend: 9/10

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Missi Wolf

Can’t live without it

Used weekly for 6-12 months
Reviewed 2019-09-27
Review Source: Capterra

Love it , and I truly believe it’s worth the price I pay

Pros
Fast , easy , everything’s done for you All u have to do is make it personal

Cons
The editing features are WAY to finicky Definitely need a developer to smooth out some things Give more editing options

Response from Pitch Perfect Proposal Software


Hi Missi, thanks for your feedback! Amazing to hear how Proposify is positively impacting your business and providing value to you. We also appreciate hearing your comments - it helps us make Proposify an even more powerful tool. Happy closing!

Rating breakdown

Value for money
Ease of use
Features

Likelihood to recommend: 10/10

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Adrian Walsh

Makes proposal writing fun!

Used daily for less than 6 months
Reviewed 2019-08-24
Review Source: Capterra

After trialling the competition of this product, proposify is a standout

Pros
-present a fantastic proposal every time -metrics, you can follow what’s going on with your proposal -value for money

Cons
- I would like the opportunity to export a .csv into the costing table, we currently double handle our data

Response from Pitch Perfect Proposal Software


Hi Adrian, thanks for leaving us your feedback. We're so happy to hear that Proposify has made proposal writing fun! We'll also share your suggestions with our team. Happy closing!

Rating breakdown

Value for money
Ease of use
Features
Customer support

Likelihood to recommend: 10/10

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Jurie Weidemann

Afrilek - Feedback as requested

Used daily for 6-12 months
Reviewed 2017-04-28
Review Source: Capterra

I am not the biggest user of Proposify at Afrilek - but the times i've used it, i like the functions it provides

Pros
Templates, Libraries, signatures, tracking of views and time viewed, synchronisation between Proposify and CRM

Cons
Copy paste into proposals seems a little tricky, control over total price of proposal - calculated by what and how? Different options with different prices

Rating breakdown

Value for money
Ease of use
Features
Customer support

Likelihood to recommend: 10/10

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Mamta Kumar

Proposal Creation Tool

Used occasionally for less than 6 months
Reviewed 2018-10-14
Review Source: Capterra

Pros
Sending proposal on proposify and send directly towards clients and even in create templates. It save the time to create proprosals and its very easy to develop just like drag and drop.

Cons
Pricing is bit higher side even for Annual payment.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Likelihood to recommend: 7/10

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Anonymous

Dream software for any Sales Person

Used daily for 6-12 months
Reviewed 2019-02-20
Review Source: Capterra

it has helped me to earn some good customers

Pros
With proposify I can make professionally attractive proposal, can reuse parts of proposal this saves time. Other features which I like the most is that you can track status of proposal that it has been seen or not and you can set templates for follow ups also and three cheers for there support they do love there customers and try to help them .

Cons
except the pricing I don't feel they have anything to dislike

Response from Pitch Perfect Proposal Software


We¿re so happy that Proposify has helped you save time and grow your client list.

We¿ll also share your kind words with our Customer Support team (support@proposify.com) - they¿ll be delighted to hear your feedback.

Thanks for taking a moment to leave us a review, and best of luck with all your upcoming proposals!

Rating breakdown

Value for money
Ease of use
Features
Customer support

Likelihood to recommend: 10/10

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Jeff Compton

Excellent Product. Recommended For Any Agency

Used weekly for 6-12 months
Reviewed 2018-12-30
Review Source: Capterra

Good customer service, solid design and lots of templates to choose from.

Pros
Heard about Propisfy on a Podcast and was surprised I hadn't run into it before on Product Hunt or something. Great concept and a very useful tool. If you're a marketing agency or doing any kind of freelance work, I highly recommend the product. Makes your organization look very professional and it also saves you time from writing lengthy proposals that you're always revising.

Cons
I don't want to say the price is too high because the value is definitely there if you're doing any amount of volume. A number of the features are available in the first tier plan and I've had some solid results using it over the last 6 months. Certainly a recommended product.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Likelihood to recommend: 9/10

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Ian Copenhaver

Awesome Templates. Limited Updates

Used occasionally for free trial
Reviewed 2018-10-03
Review Source: Capterra

Great for Small Businesses and Start-Up proposal generation and tracking. A wide variety of pre-built templates. Can't beat pricing.

Pros
Ability to create, send and track proposals. Simplified Sales process!

Cons
Once you have a template created, there are CRMs out there that can automate everything proposify does with more bells and whistles.

Rating breakdown

Ease of use
Features

Likelihood to recommend: 8/10

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Anonymous

Once you learn it

Used weekly for 1-2 years
Reviewed 2019-02-20
Review Source: Capterra

Pros
I like the drag and drop feature. It is easy to add each individual item (with price) when preparing a quote or a client.

Cons
You cannot set up certain field throughout a document so it automatically populates when you make a change such as a client name or date. When you win a deal, this program does not integrate with Quickbooks so we have to manually set up the client in QB and create a new invoice.

Response from Pitch Perfect Proposal Software


Thanks for taking the time to review us!

We actually offer integration with Quickbooks on our Grande and Venti plans, and with the use of variables you are able to set up specific fields in your proposal that can auto-populate with custom info like names and dates.

We recommend reaching out to Customer Support (support@proposify.com) if you have any further questions - they are happy to help you utilize every time-saving tool Proposify offers!

Rating breakdown

Ease of use
Features

Likelihood to recommend: 7/10

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John Cox

Great product but kind of spendy for us little guys.

Used monthly for less than 6 months
Reviewed 2016-10-20
Review Source: Capterra

I was shown Proposify by a friend who loved it. We have both been struggling to write good, reusable proposals. I have many services that I can roll into packages with numerous different configurations. The library concept allows me to easily throw services together to make unique proposal for each customer. They can then sign it and send it back in no time. It makes me look like a pro and it takes a difficult, time consuming task and makes it fun and legal. I feel that the price may be steep for us little guys however. I am paying for it now because I wanted to see if it was worth it but may give it up if the results can't be justified.

Pros
Simple to use. Make me look like a pro

Cons
Expensive for a small business that uses it only a few times a week.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Likelihood to recommend: 9/10

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Erika Dantzer

Solves so many previous problems

Used weekly for less than 6 months
Reviewed 2019-09-09
Review Source: Capterra

Pros
Ability to customize, have the contract, signature, and tracking all in the one place. With the content library, templates, and ability to add/delete sections changed our quoting timeframe from half a day to an hour. Not to mention made signatures and contracts easy and seamless

Cons
Little issues of moving the pricing tables and images, sometimes they are embedded, sometimes not. It depends and is frustrating.

Response from Pitch Perfect Proposal Software


Hi Erika, thanks for taking a moment to write us a review! Wonderful to hear how Proposify is helping you solve a multitude of problems. For any formatting questions, definitely reach out to support@proposify.com (or in-app) and they'll be happy to help ensure your proposals are looking exactly how you want. Happy closing!

Rating breakdown

Ease of use
Features
Customer support

Likelihood to recommend: 9/10

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Anonymous

Great for creating and managing proposals

Used weekly for less than 6 months
Reviewed 2018-10-23
Review Source: Capterra

It is a great system that makes it easy to write proposals and get these across to clients. We would have continued to use it if pricing was a little better.

Pros
This is a great way to engage with clients and win new contracts. We loved the e-signitures feature. It also helps to keep everything organised and in one place. We love how it looks too.

Cons
We wish there was a little bit more control over the formatting of contracts. It was easy to use but was a bit restrictive.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Likelihood to recommend: 8/10

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Alizah Epstein

Easy to use very flexible design

Used daily for 1-2 years
Reviewed 2017-10-07
Review Source: Capterra

Quick sign offs in proposals

Pros
allows for a lot of layout and design customization. Great template to choose from too. They are quick to respond with answers.

Cons
It would be great if you could hide the prices on individual line items and just show the cumtotal. Would like more reporting features

Rating breakdown

Value for money
Ease of use
Features
Customer support

Likelihood to recommend: 8/10

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Julia Dmn

Essential for sales tracking

Used daily for 6-12 months
Reviewed 2020-03-31
Review Source: Capterra

It definitely makes the sales process and tracking thereof easier as you can document together all steps along the way.

Pros
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.

Cons
Pricing is pretty high if you do not send out proposals on a regular basis. Also some functionality can be a bit unstable or slower to respond.

Response from Pitch Perfect Proposal Software


Hi Julia, thanks for taking a moment to leave us a review. We appreciate your feedbackhappy closing!

Rating breakdown

Value for money
Ease of use
Features

Likelihood to recommend: 10/10

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Dan Chilton

Great System = Great Results

Used daily for 6-12 months
Reviewed 2016-10-12
Review Source: Capterra

We adopted Proposify as our primary method of quoting and engaging with our clients six months ago, and the results have been fantastic. As a business we like that it is highly customizable from both a branding and content perspective, and have also grown accustomed to its reliability. The metrics available within the system grant us the ability track how our proposals are being viewed and consumed, allowing us to know which clients have reviewed our proposal as well as identify and understand where to adjust overall proposal content. This data has been extremely valuable, and we have seen an increase in our overall close rate. From the client side we have received feedback on numerous occasions regarding the professionalism in the presentation of our proposals, as well the efficiency and usability of the process across all devices. Proposify is a great system which we would highly recommend to any business.

Pros
Customization that is available and the ability to track metrics.

Cons
Some might be hesitant to allow a 3rd party system to understand it's sales funnel, pricing, proposal content, etc. We trust this information is held in the utmost confidentiality.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Likelihood to recommend: 10/10

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Anonymous

You Can Tell An Agency Owner Built It

Used weekly for 6-12 months
Reviewed 2019-11-27
Review Source: Capterra

Proposify has helped us create custom proposals more efficiently, saving countless man-hours during the pitch process.

Pros
Proposify streamlines the proposal / deck building process and makes everyone's least favorite part- Powerpoint- far less of a headache.

Cons
Nothing really- it's easy to use, fairly priced, and pretty straight forward. What you see is what you get here. Not even sure what to request from a features standpoint, honestly.

Response from Pitch Perfect Proposal Software


Hi there, thanks so much for leaving us your feedback! Really great to hear we've made your proposal process less of a headache. Best of luck with any upcoming proposals, and happy closing!

Rating breakdown

Value for money
Ease of use
Features
Customer support

Likelihood to recommend: 10/10

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Anonymous

It simplify my work enormously

Used daily for less than 6 months
Reviewed 2019-01-24
Review Source: Capterra

In my work we have to make presentations for clients almost daily and share them individually, administering the feedback and others. With this tool the task becomes really much easier, neat and effective.

Pros
I like the option that the client can mark the parts of the proposal that interests him and the price is automatically updated. Excellent Customer Support. You can digitally sign the business proposal and the design options are rok, they give you the chance to create a nice documents.

Cons
They can expand the design options much more, there are some common mistakes that are made when making a presentation and it is not always easy to correct them.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Likelihood to recommend: 9/10

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