Proposify review
A structured proposal workspace with quoting, approvals, signatures, and analytics.
Reviewed by iTechGuides Editors · Editorial team · Updated Oct 2026
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.
Proposify pros and cons
- 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
Proposify fact sheet, pricing and score →
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