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Proposify Pricing

Pricing overview

Value for money rating

4.5

/5

261

Price starts from

49

/user

Per month

Pricing options
Free plan
Subscription
Free trial

Pricing details

Proposify Free
$0.00

Ideal for closing deals solo. No credit card required.
- 5 Active Documents
- 1 User
- Interactive Quoting
- Notifications
- Content Library
- Proposal Analytics
- Electronic Signatures
- Stripe Payments

Team Plan
$49.00

Great for growing sales teams. Billed quarterly or annually.
- Unlimited Documents
- Standard Integrations
- Custom Fields & Variables
- Client Input Forms
- PDF Downloads
- White Labelling
- Chat Support

Business Plan
$590.00

Perfect for teams of 10 or more. Billed annually.
- 10+ Users
- Salesforce Integration
- Approval Workflow
- User Roles & Permissions
- Unassigned Signatures
- Premium Support
- Onboarding Services

What users say

Uses great code snippets to automatically fill in the client name, the cost, etc to make each one somewhat custom. I get notified in my email when my prospect views the proposal (which is exciting).
Love it , and I truly believe it’s worth the price I pay.

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Reviewers who mentioned pricing said:

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend2/10

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Great in concept but buggy as hell

Reviewed 7 months ago

Overall it WAS a great product. It's going through growing pains but they don't seem to be growing out of it anytime fast. The support is somewhat responsive although 9/10 I get a canned response that doesn't really answer my question. If you are using the exact same template over and over again with no changes then you will probably have no issues but if you build a custom proposal for your clients it will be a frustrating task.

Pros

I love how it streamlines our proposal presentation to clients. We are able to quickly produce proposals that look beautiful and help us close... when there are no changes needed to be made to the template.

Cons

In seems that over the past few years the dev consistency has gone down a lot. There are a lot of feature updates but more and more bugs. Simple things that should be flushed out before deployment are not being done and this has been something I have seen for over a year and a half. The biggest issue so far has been pricing tables. You're prompted to update to the new tables but it never works. Support...

Vendor response

Hi Catalina! Thanks for leaving your review. Feedback like yours helps us get better! Customizing templates can sometimes be challenging. We now offer a custom template service, where our designers work with clients to create dream proposal templates! We also offer consultations to help our customers build better custom templates. Please let us know if these services are right for you and your team. We have received customer feedback about the pricing tables and have launched an internal team to focus on improving this experience. Our VP of Product would like to hear more about your experience, to help improve the overall product and your direct experience with Proposify. If you're interested, please reply to this thread and we will get you in touch.

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

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Churning out proposals faster than typing “lets send them a proposal”…

Reviewed 3 months ago

I’d choose Proposify over many of the others out there in the marketplace since it has everything I need to create proposals and good looking ones that win clients for my company.

Pros

UI is great, functionality helps get good looking proposals out there fast. Pricing tables with options and wonderful and the integrations are good too.

Cons

Not much…wish it would integrate with QuickBooks Payments in addition to Stripe, or just offer another payment processor integration like WePay or *something* so I wouldn’t even need to integrate my accounting system.

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

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Great Proposal Software

Reviewed 3 years ago

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.

Vendor response

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!

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

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A Proposal tool for big kids

Reviewed 6 years ago

I love this thing and use it all the time. Before I got this program I was shuffling through Word docs on my computer and constantly rewriting brand new proposals for each prospect. Proposify helped me streamline my process for kicking out really great looking proposals. The absolute best part of the whole tool is how it allows each party to e-sign the contract right inside the program. Really handy and beats the pants off asking someone to print, sign, scan, and send back. It's the real deal and honestly I couldn't go back to send someone a pdf from my word doc or whatever. This is way better. http://www.signal-interactive.com

Pros

I save all my different versions of proposals and can mix and match different sections as needed for each client. Helps to have a library of sections, different contracts, etc. The delivery, editing, and signing is all in one place. It sends us both a PDF version with signatures to file after closing. Uses great code snippets to automatically fill in the client name, the cost, etc to make each one somewhat custom. I get notified in my email when my prospect views the proposal (which is exciting). It looks a lot more professional when they get the nice designed email with a button to click and the proposal deck is laid out with a nav bar. Takes you from minor leagues (with silly word docs or PDF attachments) to big leagues, especially as a digital agency.

Cons

It's definitely not a design tool so I have a hard time getting the layout and design of the proposal to look the way I want. It's fairly limited in what it can do in that respect so we build pieces (images) offline and then paste the image into the proposal sometimes. Otherwise, for what it is, it's pretty good at helping me put together a good looking proposal. It's just not an Adobe product or anything. The way content pieces in the library are saved and edited is somewhat confusing and I've struggled to replace everything after deleting templates and then losing content pieces.

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

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The best way to present proposals to clients!

Reviewed 6 years ago

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...

Pros

Integrations. Looks. Functionality. User Friendliness.

Cons

Pricing but it's not too bad.

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend6/10

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Integrations and Options

Reviewed 3 years ago

Utilizing Proposify has allowed us to speed up our project intake process getting more in the pipeline and spending time on things that make money instead of just busy work.

Pros

It was really important when we were selecting proposal software to have integrations and the ability to allow the client to make choices that didn't require that we adjust the proposal. Proposify gave us both. We use Freshbooks for invoicing and Asana for project management and it integrates with both! (unfortunately Asana is via Zapier only). It also lets us give options in the proposal for the client to pick things like # of years of licensing or change the amount of deliverables to get the final price they need. This cuts down on back and forth emails that frees us up.

Cons

I would love to be able to pay for the service on a monthly basis instead of quarterly. Not that it really changes anything in the grand scheme of things but it lets me better track our finances.

Vendor response

Hi Shane, thanks for taking a moment to leave us some feedback. We love hearing that Proposify helps free you up so you can tackle other (non-admin) tasks - because time is money, right? Best of luck with any upcoming proposals!

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend8/10

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

Reviewed 3 years ago

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.

Vendor response

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!

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

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Essential for sales tracking

Reviewed 2 years ago

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.

Vendor response

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

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

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Great System = Great Results

Reviewed 6 years ago

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,...

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.

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend8/10

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If you churn out mountains of proposals, this one is for you!

Reviewed 4 years ago

If you are in the creative space and you have a need to remain fresh as you send out those proposals, don't hesitate, grab proposify

Pros

I love how easy it is to e-sign documents and send to clients. The added capability to send email notifications as soon as prospects view proposals is also a game changer for me. This well-designed customer touchpoints map shows me how potential prospects interact with the proposal and the auto follow-up button for non-opened proposals really closes the loop on proposal management. The easy to use client interface is also a massive influence for why I bought this software. I cant wax enough how the ability for us to view how long clients mulled at sections of theproposal also gives us future areas of improvements in our proposals.

Cons

I really dislike how the layout design is not easy to customise and there is a true lack of editable templates. One serious drawback is the pricing. As a small organization, our budgets are not unlimited( I really wish they were!) and thus the 5 proposal limit at that price really sucks. Another pain is that Collaboration as a team is a nightmare as it keeps overwriting changes made by others and omits some other changes or edits, then there is the dreaded formatting buttons that seem to take a life of their own when used.

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend4/10

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Great in concept, but buggy

Reviewed 5 years ago

We switched to Proposify from Bidsketch to solve a bunch of problems. Proposify is great on the surface and as an idea, but there are many things we don't like. Nonetheless, we're stuck with it for now. Pros: Proposify streamlines our proposal writing process, clean UI, pricing tables that do math. Staff is helpful and responsive. I love that we can spin up proposals very quickly with templates....

Pros

No pros were added to this review

Cons

No cons were added to this review

Vendor response

Hi Matt, We really appreciate you taking the time to provide feedback. We take it to heart, and it helps us improve Proposify. Our support team would love to jump on a call in the near future to chat more about it, and will be in touch to set up a time if you are interested. Thanks again!

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend7/10

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Proposify for small business sales proposals

Reviewed 4 years ago
Pros

The ability to track current and pending proposals that have been submitted and to see where each client is spending the most time in the proposal.

Cons

The lack of integrations. As far as we have been able to utilize the Podio integration does a great job updating it's own app but as soon as you try to incorporate internal data it gets jumbled. The problem here is that it cannot auto relate to an existing project and a project must be created before we can set up the proposal (as we must work out the pricing before creating the proposal). It could really use a clean up on the integration bit.

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

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Impressive Proposals in Minutes

Reviewed 6 years ago

Proposify has totally streamlined the way I write proposals. What used to take me an hour or so with my Word template, now happens in about 15 minutes - and it looks more professional. I also love that I can send clients a link to view online, which means I know if they've opened the proposal or not, so on following up I can be more prepared. In the past if I need to get a proposal to a client really urgently, I might end up doing a one page quote with a few details and pricing, but with Proposify, I can whip up an impressive multiple page proposal in 15 minutes - and it's definitely getting me more sales.

Pros

The reusable sections are fantastic, you can create great looking pages and sections and store them in a library ready to drop in as required. And it's easy to update those as details or pricing change. Online link for clients to view the proposal tracks their viewing so you know which pages they viewed and for how long on each page.

Cons

On occasion the editor can be a bit glitchy, but that might be my computer/browser at fault.

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

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Dream software for any Sales Person

Reviewed 3 years ago

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

Vendor response

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!

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

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A++ Can't Say Enough Good About Proposify

Reviewed 6 years ago

I'm the owner of a design & marketing agency and I've been using Proposify for nearly a year now and absolutely LOVE it. It took some time to set up with my own branding, templates, etc. However once that's done this software is a proposal beast! I believe the value, at least for me, is that it's pushed me to create more thorough, engaging proposals and in-turn hasn't gotten me tens of thousands of...

Pros

Templates, Auto-fill tags, Reports, E-sign feature, downloads, love it all.

Cons

Copy & paste, and spacing can be a little difficult to predict at times, but it's easy to learn the quirks and still get through everything just fine.

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

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Awesome company with awesome people!

Reviewed 3 years ago

Time efficiency is key in my business and Proposify allow me to streamline my process.

Pros

* The software is good but the people with Proposify are GREAT!!! 1. Having multiple types of proposals for different types of clients. 2. Being able to put videos in the proposals. 3. Cost-effective.

Cons

Sometimes it can be glitchy. Adding another contact to an existing account can be very challenging.

Vendor response

Hi Vince, thanks for your review. We're so happy to hear your kind words about our team! It's truly our pleasure to help you close more deals and streamline your proposal process. Happy closing!

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

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Makes proposal writing fun!

Reviewed 3 years ago

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

Vendor response

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!

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support

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Held to Ransom, given a 'free trial extension' that never happened

Reviewed 2 years ago

Bad. The tone of the guys is just awful. max 5 active proposals at any one time? What a stupid plan. Ugh. Such a great product with such great potential and such shortsighted execution.

Pros

You can make proposals with it. What else?

Cons

The customer service and the pricing. No thought goes into either of these things. Max 5 active proposals??? WHAT?!?! What does that even mean? It means they hold you hostage again in another way. I feel like Proposify have a gun pointed at me.

Vendor response

Hi Lawry, thanks for taking a moment to leave us your feedback. If your monthly proposal volume exceeds what our Tall plan offers, you might see a better value by upgrading to one of our larger plans (unlimited active proposals start with our Grande plan). Grande plans also offer additional features to help you streamline your process even more like Client Input Forms, Custom URL, and standard integrations. But we definitely hear you, and if the Grande plan doesn't fit into your budget, then Proposify might not be the best fit for you and your proposal needs. We appreciate your comments and wish you the best of luck with any upcoming proposals!

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

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A critical tool in our new business efforts

Reviewed 5 years ago
Pros

Easy to use Nice analytics Affordable Attractive templates to start building out our own proposals. Quick and helpful customer support

Cons

No live editing/collaborative editing The content library can get a little cluttered if you're not careful or have new users unfamiliar with the tool creating new sections.

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

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Separates us from the competition

Reviewed 5 years ago

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.

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend9/10

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Excellent Product. Recommended For Any Agency

Reviewed 4 years ago

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.

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

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Afrilek - Feedback as requested

Reviewed 5 years ago

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

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend2/10

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Quite disappointed with the service

Reviewed 3 years ago

It was meant to solve the problems we currently have like re-checking, updating the contracts for each client. But it seems nothing changed for better if not for worse. Even if you re-check, there is no 100% guarantee you've sent the proposal you initially wanted to send.

Pros

I can talk only about the theoretical pros which they stated on their website, pricing plans etc., because, they are not tangible. Theoretically, you will be able to make one template with variables and you can forget about making a new proposal, contract from scratch and it should save you a lot of time. You just need to select a customer and the variables will do everything for you.

Cons

Each time when I create a template there almost 100% guarantee that the contract generated based on that template will be different. Text cropping in the generated proposal is a common thing and you need to re-check it every time you want to send it to the client. My frustration is based not on the fact that there is a bug, but on their support level. I've reported this issue several times and still, they are not doing anything about it.

Vendor response

Hi Vitaliy, we're sorry to hear about your experience. We'd love to chat further with you and hear your feedback in more detail. Could you please reach out to support@proposify.com? We definitely want to turn this around for you!

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support

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Finally, ... Proposal Software that Makes Sense!

Reviewed 8 years ago

About couple months ago, I decided that I wanted to take my proposals in a new direction. The proposal software I had been using for nearly a year was not meeting my needs. I needed more flexibility in customizing the look, I needed to create proposals faster, and I was also looking for better support. The Proposify team is on top of their game constantly tweaking and perfecting the platform, as well...

Pros

No pros were added to this review

Cons

No cons were added to this review

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend9/10

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Easy to make fantastic proposals

Reviewed 6 years ago

We switched to Proposify after discovering that our our previous provider (Tinderbox/Octiv) increased their fees by 5x. It has been a delight to switch to Proposify, because we get many new features that we did not get with Tinderbox/Octiv. Also, we rely heavily on the great Zapier integration that Proposify offers. This means we can do more with less

Pros

Fantastic looking proposals. Easy to design.

Cons

We are at the higher end of the tiered pricing which limits the number of outstanding proposals we can send out. We have a long sales cycle and it could be months before we find that a proposal is accepted or declined, which means that Proposify could be too costly for companies that have a long sales cycle.