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Proposify Logo

Cloud-based proposal management tool for sales teams.

Table of Contents

Proposify - 2026 Pricing, Features, Reviews & Alternatives

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All user reviews are verified by in-house moderators and provider data by our software research team.  Learn more

Proposify overview

What is Proposify?

Proposify is a cloud-based proposal management solution that helps businesses streamline the sales process from conversation to close. The software provides professional branded proposals, quotes, and contracts that help businesses close deals faster. Its proposal automation feature allows users to create interactive quotes, legally binding e-signatures, and payments within the platform. Proposify also integrates with various third-party tools and major sales, invoicing, and CRM platforms, ensuring seamless workflow optimization. Additionally, its analytics function provides detailed insights into prospect engagement, allowing sales teams to tailor follow-up strategies and capitalize on opportunities.

Who uses Proposify?

By industry, Proposify reviewers are most commonly professionals in marketing and advertising (37%). The most frequent use case for Proposify cited by reviewers is proposal management (86% of reviewers).

What do users say about Proposify pricing?

Some reviewers find Proposify cost-effective and say it saves them time and money. They appreciate the professional proposals and continuous updates, but some users report high pricing, restrictive proposal limits, and the absence of a free trial.

Starting price

19per user /
per month

Alternatives

with better value for money


Pros & Cons

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Drafting

Affordability

Customization

Assistance

Editing

Consistency

Proposify’s user interface

Ease of use rating:

Proposify pros, cons and reviews insights

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To determine these pros and cons insights, we analyzed responses from 

Overall rating

Reviews sentiment

 
 
 
1-2(15)
3-4(94)
5(189)

What do users say about Proposify?

Reviewers indicate Proposify streamlines proposal creation with customizable templates, intuitive design tools, and real-time tracking of client interactions. They appreciate the ease of sending professional-looking proposals, integrated e-signatures, and the ability to duplicate and tailor documents quickly, which saves significant time and improves sales efficiency. They find client management features helpful for maintaining relationships and tracking deal progress. Some mention the platform’s clean interface and straightforward navigation, though a few note minor quirks and a learning curve for new users.

Users report customer support is generally responsive and helpful, but some feel improvements are needed in customization options, pricing flexibility, and integration with other systems. They say regular updates enhance functionality, but occasional bugs and limitations in template editing can cause frustration. Most feel Proposify boosts their productivity and helps close deals faster, though some wish for more advanced design features and better support for complex workflows.

Select to learn more


Who uses Proposify?

Based on 298 verified user reviews.

Company size

Small Businesses

Enterprises

Midsize Businesses

Top industries

Marketing and Advertising
Information Technology and Services
Design
Computer Software
Others

Use cases

Proposal Management
Contract Management
Quoting
Document Generation
RFP

Proposify's key features

Most critical features, based on insights from Proposify users:

Templates
Document management
Electronic signature
Proposal generation
Customizable templates
Content library

All Proposify features

Features rating:

Status tracking
Progress tracking
Process/Workflow automation
Document review
Digital signature
Contract drafting
Contact management
Quotes/Estimates
Workflow management
Third-Party integrations
Pricing management
Pre-built templates
Discount management
CRM
Contract/License management
Access controls/permissions
Task management
Data import/export
Collaboration tools
Content management
Product configurator
API
Project management
Projections
Alerts/Notifications
Real-Time data
Real-Time notifications
Reminders
Renewal management
Reporting & statistics
Reporting/Analytics
RFP creation
Sales trend analysis
Search/Filter
Specialty contracts
Activity tracking
Team collaboration
Template management
Activity dashboard
Version control
Configurable workflow
Compliance tracking
Customizable branding
Customizable fields
Customizable reports
Chat/Messaging
Catalog management
Document automation
Document generation
Automatic formatting
Document storage
Document templates
Drag & drop
For sales teams/organizations
Forecasting
Knowledge base management
Payment processing
Audit trail
Price and cost calculations
Pricing and cost calculations
Approval workflow
Approval process control

Proposify awards

Proposify alternatives

Proposify logo

Starting from

19

/user

Per month

Free trial
Free version
Ease of Use
Features
Value for Money
Customer Support
PandaDoc logo
visit website

Starting from

19

Per month

Free trial
Free version
Ease of Use
Features
Value for Money
Customer Support
QuoteWerks logo
visit website

Starting from

15

Per month

Free trial
Free version
Ease of Use
Features
Value for Money
Customer Support
OpenGov Procurement & Contract Management logo
visit website

Starting from

Empty state illustration for "No pricing info"

No pricing info

Free trial
Free version
Ease of Use
Features
Value for Money
Customer Support

Proposify pricing

Pricing plans

Pricing details:

Free plan
Free trial
Subscription

Basic

19

/user

Per month

Features included:

  • 5 Active Documents
  • Chat Support
  • Content Library
  • Electronic Signature
  • Interactive Quoting
  • Notifications
  • PDF Downloads
  • Stripe Payments

Team

41

/user

Per month

Features included:

  • Custom Domain
  • Client Input Forms
  • Unlimited Document Sends
  • Reports
  • Custom Fields & Variables
  • Integrations
  • Auto-Reminders
  • Automations

Business

65

/user

Per month

Features included:

  • 10 Users
  • Approval Workflow
  • Onboarding Services
  • Premium Support
  • User Roles & Permissions
  • Salesforce Integration
  • Single Sign-On (SSO)
  • API Access

User opinions about Proposify price and value

Value for money rating:

Of 33 reviews that provide robust commentary on Proposify's price and value, 58% mention it in a positive light.

Some reviewers find Proposify to be a cost-effective proposal management tool that saves time and ultimately money. They appreciate the ability to create professional proposals quickly and the reusable sections that simplify updates. Some users say the monthly fee is justified by the time saved on proposal creation. Reviewers appreciate the continuous updates and integrations, making the tool more valuable. However, some users report that the pricing can be high, especially for small businesses or those with a low volume of proposals. They feel the lower plan's proposal limit is restrictive and miss the lack of a free trial.

, and

To see what individual users think of Proposify's cost and value, check out the review excerpts below.

“Proposify is an outstanding, cost effective proposal management and sales tool which enables us to not only create quality proposals easily, but to also keep track of our sales pipeline and view history. ”
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Tracey M.

Digital Strategy Manager

“The monthly fee is more than made up for by the time I save on just one proposal a month.”
SF

Sara F.

“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. ”
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Leo N.

Marketing, BD and Customer Experience Manager

Proposify integrations (59)

Integrations rated by users

We looked at 298 user reviews to identify which products are mentioned as Proposify integrations and how users feel about them.

Basecamp logo
Basecamp

Integration rating: 5.0 (1)

FreshBooks logo
FreshBooks

Integration rating: 5.0 (1)

Stripe logo
Stripe

Integration rating: 4.0 (1)

Proposify customer support

What do users say about Proposify customer support?

Customer support rating:

We analyzed 29 verified user reviews to identify positive and negative aspects of Proposify customer support.

A fair number of users highlight Proposify's quick, friendly, and helpful customer support, even across different time zones.

A small group of reviewers report difficulty getting effective help, describing support as unhelpful or unable to resolve issues.

Support options

Email/help desk
Chat
Faqs/forum
Knowledge base

Training options

Videos
Webinars
Documentation
Live online

To see what individual users say about Proposify's customer support, check out the review snippets below.

“I had one small issue using a certain browser, they responded immediately, directly to me - yes a real live tech person - and resolved the issue which was software-wide, within a day and a half.”

JC

Jason C.

President

“It's intuitive and easy to use which means multiple staff can be across the platform with minimal training and the customer support that Proposify provide is absolutely fantastic and all queries are responded to in a very timely fashion (even with our company being in Australia and having a huge time difference).”

CC

Carly C.

Campaign Manager

“Clunky; difficult to use; time-consuming; difficult to customize; customer support is a problem; difficult to get their time when you need it most.”

PH

Patricia H.

Managing Principal

Proposify FAQs

Q. What type of pricing plans does Proposify offer?

Proposify has the following pricing plans:
Starting from: $19.00/month
Pricing model: Subscription
Free Trial: Available | (No Credit Card required)

These products have better value for money


Q. What are the 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 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.


  • Q. Who are the typical users of Proposify?

    Proposify has the following typical customers:
    Freelancers, 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:
    Wufoo, Dropbox Business, Zoho CRM, Insightly, ActiveCampaign, Zapier, QuickBooks Online Advanced, Gmail, Airtable, Aspire, Streak, Trello, Google Drive, Zoho Books, Pipedrive, FreshBooks, Agile CRM, Gong.io, Microsoft Teams, Salesflare, Drift, Gravity Forms, Stripe, Nutshell, Harvest, Close, Slack, Typeform, Nimble, Basecamp, noCRM, Zendesk Sell, Olark, Highrise, monday.com, Keap, Copper, Mailchimp, Vidyard, Asana, Podio, Spiro, 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

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