Proposify
Proposify: A structured proposal workspace with quoting, approvals, signatures, and analytics. Ranked #2 of 133 in Proposal Software by our editors (9.2/10); pricing: 14-day trial; best for structured proposal teams.
At a glance
- Editor score9.2 / 10
- Pricing14-day trial
- Best forStructured proposal teams
- Free planNo
- Paid from$19/user/mo
- Client activity trackingYes
- Founded2013
- Facts checked21 Sep 2026
Where it wins
- Interactive quoting with selectable options and quantities
- Built-in legally binding electronic signatures
- CRM integrations, approvals, permissions, and API access
Where it doesn't
- No free plan
- Basic includes 10 sends per month
- Advanced controls require the Business plan
Our verdict on Proposify
Proposify is proposal management software for sales teams, agencies, consultants, and service businesses. It supports branded proposal and quote creation through drag-and-drop templates, reusable content libraries, interactive pricing, e-signatures, recipient notifications, engagement analytics, approvals, permissions, and workflow automations. Teams can connect proposal activity with CRM, payment, invoicing, and collaboration tools through integrations including HubSpot, Salesforce, Microsoft Dynamics, Pipedrive, Zoho CRM, Zapier, Stripe, QuickBooks, FreshBooks, and Slack. It is designed for organizations that need a repeatable proposal process rather than a basic document editor.
Published plans show Basic at $19 per user per month when billed annually, with a drag-and-drop editor, e-signatures, document tracking, a content library, and 10 included sends per month. Team is $41 per user per month when billed annually and adds CRM integrations and automations, metrics, custom fields and variables, a pricing catalog, and 30 included sends per month. Business is listed at $3,900 per year and adds user roles and permissions, approval workflows, SSO, API access, multiple workspaces, and 75 included sends per month. A 14-day free trial is available, while the product does not offer a free plan.
Proposify fits teams that want proposal creation tied to sales operations, especially where selectable pricing, reusable content, signatures, and client engagement tracking matter. Its web and API access, public API, and workflow automations support broader process integration, while role-based permissions and approval workflows suit more structured organizations. The main trade-off is plan separation: CRM connectivity and metrics begin with Team, and advanced administration, SSO, API access, and multiple workspaces are reserved for Business. Teams seeking structured proposal workflows should consider Proposify; those needing a free ongoing plan or the lowest-tier access to advanced controls should look elsewhere.
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Proposify pricing
All 3 Proposify plans and prices →
Proposify fact sheet
| Free plan | No |
|---|---|
| Paid from | $19/user/mo |
| Built-in e-signatures | Yes |
| Client activity tracking | Yes |
| Online payment collection | Yes |
| CRM integrations | Yes |
| Custom branding | Yes |
| Included team seats | 1 seats |
| Analytics and reporting | Yes |
| Free trial | 14 days · no card needed |
| Deployment | Cloud, Mobile |
| Platforms | Web, iOS, Android |
| Compliance & security | SOC 2, GDPR, PCI DSS, 2FA |
| Support | Email, Live chat, Phone, Tickets, Docs |
| Built for | Solo, Small business, Mid-market, Enterprise (editorial estimate) |
| Integrations | 17 integrations: HubSpot, Salesforce, Microsoft Dynamics, Aspire, Zoho, Pipedrive … See all → |
| Pricing | 14-day trial (source) |
| Website | proposify.com |
| Facts checked | 21 Sep 2026 |
Proposify integrations
Proposify lists 17 integrations on its own site.
- HubSpot
- Salesforce
- Microsoft Dynamics
- Aspire
- Zoho
- Pipedrive
- Stripe
- QuickBooks
- Slack
- Zapier
- Google Drive
- Dropbox
- FreshBooks
- Gong
- Intercom
- Typeform
- Zendesk Sell
See all Proposify integrations →
Alternatives to Proposify
- PandaDocA broad proposal workflow platform spanning documents, signatures, payments, and CRM integrations.9.4
- AnchorA broad proposal-to-payment platform with free access and transaction-based pricing.9.0
- Better ProposalsA budget-conscious web proposal tool with signatures, payments, tracking, and CRM connections.8.9
See all Proposify alternatives →
Proposify vs the competition
- Proposify vs PandaDoc
- Proposify vs Anchor
- Proposify vs Better Proposals
- Proposify vs Qwilr
- Proposify vs DealHub
- Proposify vs GetAccept
Compare Proposify with any tool side by side →
Also Ranked In
Proposify is ranked in 9 of our directories; the 6 strongest besides Proposal Software.
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Reviewed by iTechGuides Editors · Editorial team · Updated Oct 2026
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