Proposify 2026: Benefits, Features & Pricing

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On this page

Overview
Pricing and Plans
Features
Integrations
User Reviews

Overview

Proposify

4.4

(298)

FrontRunner 2026

Pricing

Starting at $19.00 per month

About Proposify

Proposify is a cloud-based proposal management platform that helps businesses streamline their sales process on a centralized interface. The solution enables users to create on-brand proposals and customize design-friendly templates for their sales documents. It can alter quantities and add-ons using the interactive quoting feature, simplifying the sales cycle. Additionally, Proposify includes contract management functionality, enabling users to mark up and sign contracts, quotes and agreements directly within the platform. The solution provides e-signature and payment processing integrations, allowing users to close deals faster. Proposify also offers real-time insights into prospect engagement, such as notifications and detailed analytics on document views and interactions.

Proposify Screenshots

Proposify Pricing and Plans

Starting price: $19.00 per month

Free Trial

Free Version

Basic

$19.00

per user, per month

Plan includes:

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

Team

$41.00

per user, per month

Plan includes:

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

Business

$65.00

per user, per month

Plan includes:

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

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Proposify Features

Popular features found in Contract Management
Access Controls/Permissions
Alerts/Notifications
Approval Process Control
Electronic Signature
Full Text Search
Team Collaboration
Third-Party Integrations
Version Control
Workflow Management
More features of Proposify
Activity Dashboard
Activity Tracking
API
Approval Workflow
Audit Trail
Automatic Formatting
Catalog Management
Chat/Messaging
Collaboration Tools
Compliance Tracking
Configurable Workflow
Contact Management
Content Library
Content Management
Contract Drafting
Contract/License Management
CRM
Customizable Branding
Customizable Fields
Customizable Reports
Customizable Templates
Data Import/Export
Digital Signature
Discount Management
Document Automation
Document Generation
Document Management
Document Review
Document Storage
Document Templates
Drag & Drop
Forecasting
For Sales Teams/Organizations
Knowledge Base Management
Payment Processing
Pre-built Templates
Price and Cost Calculations
Pricing and Cost Calculations
Pricing Management
Process/Workflow Automation
Product Configurator
Progress Tracking
Projections
Project Management
Proposal Generation
Quotes/Estimates
Real-Time Data
Real-Time Notifications
Reminders
Renewal Management
Reporting/Analytics
Reporting & Statistics
RFP Creation
Sales Trend Analysis
Search/Filter
Specialty Contracts
Status Tracking
Task Management
Template Management
Templates

Proposify Integrations

Podio

QuickBooks Online Advanced

FreshBooks

Vidyard

Xero

Harvest

See all 46 integrations

Proposify User Reviews

Overall Rating

4.4

Ratings Breakdown

63%

24%

Secondary Ratings

Ease of Use

4.3

Value for money

4.3

Customer support

4.4

Functionality

4.3

Susan W.

Verified reviewer

Construction

2-10 employees

Used daily for less than 6 months

Reviewed October 2019

Love it.

Really good so far (it's only been a few weeks). Very easy to see the status of your proposals and I love the links to Infusionsoft and the ability to automate followup which were both missing in our previous software.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

Beautiful looking proposals, easy to use templates and libraries, very impressive for clients and it looks great when printed out too.

Cons:

Set up of our template was a little daunting but we used Belt Creative to help us which was well worth the investment.

Reasons for switching to Proposify

Wasn't happy with the appearance of the proposals we were writing, and they looked dreadful when downloaded as PDFs.

Vendor Response

Hi Susan, thanks for taking a moment to write a review of our software. Fantastic that Belt Creative helped you get started, and that your clients are impressed! That's really great feedback, and we're excited for you to continue seeing the benefits of Proposify. Definitely let us know your thoughts at the six-month and 12-month marks! Best of luck with any upcoming proposals, and happy closing!

Replied December 2019

Dinos P.

Verified reviewer

Marketing and Advertising

Self-Employed

Used monthly for less than 2 years

Review source

Reviewed May 2022

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

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.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

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.

Reasons for switching to Proposify

Nussi doesn’t seem to be creating any new features lately…feels like stagnant software.

Jamie G.

Verified reviewer

Business Supplies and Equipment

11-50 employees

Used daily for less than 12 months

Review source

Reviewed October 2024

The right idea but the execution lacks

Ratings Breakdown

Ease of use

Functionality

Pros:

The ability to send professional proposals is incredibly useful

Cons:

Its clunky, difficult to use and when I used it wasn’t properly integrated with Salesforce for ease

Matthew N.

Verified reviewer

Internet

Self-Employed

Used monthly for less than 6 months

Reviewed September 2019

Helping automate my freelance business

Very positive. My need was to cut down in repetitive work in creating proposals and sending out contracts to be signed. An impressive feature is the ability to create dynamic proposals where clients can add on options and the total sum is adjusted accordingly.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

This is a complete package. I needed a tool that would allow me to dynamically create proposals, but also send out regular documents like NDA's to be signed digitally. Proposify solves this for me and add extra features. It is relatively easy to create a document (proposal/contract) from scratch using their design interface. Even though it is a bit unintuitive at times, it gets the job done. Creating snippets of content for later use is a definite benefit. Even better is the seemless integrations with Harvest, creating an invoice from a proposal when it is signed, and importing contacts from Harvest. This automated approach is saving me a bunch of time.

Cons:

No integration yet with Everhour, since I was considering switching time tracking solution from Harvest. No integration with Asana to create a project within a team upon signing, but this might be (too) nice to have :) No integration either with a tool like PieSync to import contacts in general.

Reasons for choosing Proposify

Seemed to me as the most straight forward solution with good integrations with tools that I was already using.

Vendor Response

Hi Matthew, thanks for leaving us a review. So great to hear how Proposify is helping you create dynamic sales docs! We also appreciate your integration feedbackwe'll share it with our team. Happy closing!

Replied November 2019

Mustafa M.

Verified reviewer

Business Supplies and Equipment

2-10 employees

Used daily for less than 6 months

Reviewed September 2019

Out of Scope Reach to our Clients

The ability to build my proposal with just fews clicks and moving it directly to my client with ability to review details about how my customers view and understand from their behavior details about how they interact with it.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

Easily to modify and build your proposal template, and easy to maintain it to deliver to your customers

Cons:

Less relative templates of the proposals

Reasons for choosing Proposify

It was easier to handle my proposal building and better as cost.

Vendor Response

Hi Mustafa, thanks for writing us a review! We're glad to hear that you're enjoying Proposify and that the client viewing metrics are valuable (having proposal insight is such a game-changer). Best of luck with any upcoming proposals, and happy closing!

Replied November 2019

Melanie A.

Verified reviewer

Professional Training & Coaching

2-10 employees

Used monthly for less than 12 months

Review source

Reviewed July 2023

Robust and Relevant but Has Competition

Solid resource but not for everyone. Quality and consistent way to elevate your brand. Some glitches but overall, works well.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

I was excited to give Proposify a try because I do a great deal of professional document designs. I have also had a handful of clients trial it before ultimately deciding on a program to meet their needs. I like that users could easily modify the templates and that there are a variety of quality templates available. This enables users to create branded documents with professional look and feel and to do so consistently. A service like Proposify helps to save time which ultimately translates to saving money. It’s a good resource if you’re doing high volume sales presentations or pitches.

Cons:

I disliked the pricing options as they are somewhat restrictive and seem to exclude a population of customers who might be interested in a one-off or two-off solution. This makes them not as attractive as some of their competitors but a great option for others and it may not be the most ideal if you’re not doing a high volume of pitches or proposals.

Reasons for choosing Proposify

I trialed it, but ultimately didn’t keep it long.

Shaun P.

Verified reviewer

Information Technology and Services

2-10 employees

Used weekly for less than 12 months

Review source

Reviewed August 2020

Great for small businesses developing proposals for bigger projects.

Very positive experience with support, I've had little to query as its very easy to use and customise.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

The library of content and examples is especially helpful. We've been able to develop proposals for our product offering and customise completely for every client.

Cons:

I would love integration between my FreeAgent.com account when a proposal has been authorised to automate the invoicing process.

Reasons for choosing Proposify

I spent time reviewing both and found Proposify very easy to use and customise for my needs.

Vendor Response

Hi Shaun, thanks for taking a moment to leave us a review. We'll be sure to share your integration suggestion with our team. Happy closing!

Replied September 2020

Nathan A.

Verified reviewer

Higher Education

11-50 employees

Used daily for less than 2 years

Review source

Reviewed September 2024

Best Product I have used so far

Pretty good.. like it better than using google sheets or MS Word.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

I love the way you can build pricing tables and templates into a proposal. Then you can customize even further with added personalization.

Cons:

It gets a bit wonky with cache with your PC-- so you have to refresh reguarly to make sure things are saving. Then it takes some learning to know where to click with you mouse to drag/drop and open menus.

Kelly F.

Verified reviewer

Management Consulting

2-10 employees

Used weekly for less than 2 years

Review source

Reviewed September 2024

Great software helping our close rates.

We love Proposify and recommend it to our clients.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

The ability to send out proposals and also track client viewing time.

Cons:

Editing is a little clunky, its getting better, but still not as seamless as MS word or other word editing software. Also, it would be great if there could be an administrator role that can "sign" for the proposals instead of waiting for the consultant that was listed as signatore.

James H.

Verified reviewer

Transportation/ Trucking/ Railroad

11-50 employees

Used weekly for less than 2 years

Review source

Reviewed September 2024

Jamie Harvey w/ OMA Review

Good to have depository of past proposals and duplicating is easy method to quickly get a new submission out the door; also like ability to pull up known contacts and companies.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

Once we established a MS word template to customize scope of work, we then create PDF which has simplified everything else; it works well for what we need.

Cons:

Difficult to customize and navigate but effective proposal tool plus my coordinator is able to log in as well so we both have access to our proposals as needed.

Showing 1 - 10 of 298 Reviews

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