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Home→Tools→Proposify

Proposify Review

Proposify

Proposify

Untangle your sales document process with the leading proposal software.

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Get Proposify

Proposify helps sales, marketing, and IT/operations teams streamline their sales process by creating, tracking, and signing proposals. It delivers value through customizable templates, interactive quoting, e-signatures, CRM integrations, and analytics, minimizing errors and accelerating the sales cycle.

ProposalsSales Cycle Software
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Proposify Core Capabilities

Create branded proposals quickly
Automate workflow with templates
Track real-time proposal engagement

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Visit Website

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Pricing

From$19.00/mo
BillingPer user
TrialAvailable

Who is Proposify for?

Startups
SMBs
Mid-market

Is Proposify easy to use?

5m30m1h2h3hCustom

What are Proposify alternatives?

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Pricing: Starting at $19.00
Trial: Available, 14 days of trial.
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Pricing: Starting at $35.00
Trial: Available, 14 days of trial.
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Who uses Proposify?

Saurav Gupta
Saurav Gupta
CEO at SalesRobot
View tech stack →
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What is Proposify

Proposify is a proposal management software designed to help sales teams create, send, and track professional proposals quickly. It streamlines document workflows using templates, automation, and AI tools. Users appreciate how it doubles close rates by enabling fast, error-free proposal creation and faster signature collection. The tool excels in generating branded proposals, quotes, eSignatures, and contracts. You can start seeing improved sales outcomes within minutes of creating your first document. It’s great for businesses wanting to reduce bottlenecks and minimize manual errors in sales cycles. Proposify integrates smoothly with CRM, invoicing, and project management software to keep sales data unified. However, it’s not a full CRM replacement or a deep contract lifecycle management tool. It’s best used as a focused solution to accelerate closing deals with professional, trackable sales documents.

Ideal Customer Profile

Proposify is perfect for busy sales teams and businesses like consultants and landscapers who want to create professional, branded proposals quickly and track engagement to close deals faster. Companies like We Treat use Proposify to double their close rates with easy templates, automation, and e-signatures.

StartupsSMBsMid-market

Key Features

Create branded proposals quickly
Automate workflow with templates
Track real-time proposal engagement
Integrate with CRM tools
Secure e-signatures anytime
Customize templates easily

Pricing

Proposify offers three pricing tiers starting at $19 per user per month when billed annually, with a free 14-day trial available. The Basic plan includes up to 2 users and essential features like e-signatures and content library, while the Team plan at $41 per user per month adds integrations, custom URLs, and up to 3 collaborators. The Business plan starts at $3,900 annually for 5 users and includes advanced controls like user roles, approval workflows, and API access for scaling sales operations.

Starting price$19.00
TrialAvailable

Basic

$19.00

Per User, Monthly or Annually

It includes

  • Up to 2 users
  • 1 collaborator
  • Content library
  • E-signatures & payments
  • Activity and metrics
  • Starts free trial

Team

$41.00

Per User, Annually

It includes

  • Includes Basic features
  • 3 collaborators
  • Integrations
  • Custom URL
  • Custom fields & variables
  • Auto reminders

Business

$3900.00

Per Team (5 users included), Annually

It includes

  • Includes Team features
  • 5 collaborators
  • User roles & permissions
  • Approval workflows
  • Single Sign-On (SSO)
  • Multiple workspaces + API

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How simple is Proposify setup?

5m30m1h2h3hCustomAdvancedComplexity

Getting started with Proposify is straightforward: sign up and start using pre-built templates right away, with basic setup like connecting your CRM and customizing your brand taking just minutes. For advanced features such as approval workflows or API integrations, expect to spend a few hours configuring settings and mapping data to fit your team’s processes.

Frequently asked questions

How to use Proposify?
Create, customize, and send branded proposals using drag-and-drop templates, automate workflows, track engagement, and close deals faster.
How much is Proposify?
Plans start at $19/user/month annually, $29 monthly; Team at $41/user/month annually, $49 quarterly; Business starts at $3,900/year for 5 users.
Why choose Proposify?
Boost close rates 2x, create proposals in 17 minutes, track engagement, get instant e-signatures, and automate sales workflows.
How does Proposify work?
It streamlines proposal creation, integrates with CRM tools, tracks client activity, and accelerates deal closing with e-signatures.
Is Proposify free?
Proposify offers a free 14-day trial with no credit card required to test all key features.
Is Proposify a partner?
Yes, Proposify integrates seamlessly with many platforms and offers professional services and reseller programs.
How to learn Proposify?
Access case studies, demo center, webinars, blog, videos, and comprehensive support resources on their website.
What are Proposify alternatives?
Alternatives include PandaDoc, DocuSign, Qwilr, Better Proposals, and Conga.
What are Proposify reviews?
Users praise ease of use, professional templates, real-time tracking, and excellent customer support on G2 and Capterra.
Does Proposify have an API?
Yes, it offers API access to build custom integrations and extend functionality.
Does Proposify have a trial or a demo?
Yes, it provides a free 14-day trial and offers live demos upon request.
Ask aboutProposifyProposify

Who uses Proposify?

Saurav Gupta
Saurav Gupta
CEO at SalesRobot
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