Proposify
Professional, branded proposals from conversation to close
About Proposify
Proposify is a proposal management platform that helps sales teams create, send, track, and e-sign proposals to close deals faster. It features a drag-and-drop editor, reusable templates, interactive quoting, real-time engagement tracking, and built-in e-signatures. The platform gives sales leaders pipeline visibility, approval workflows, and analytics on proposal performance to maintain consistency across the organization.
Pros & Cons
Pros
- Intuitive drag-and-drop editor with minimal onboarding
- Strong real-time tracking shows prospect engagement
- E-signatures built in — no need for separate signing tools
- Extensive integration ecosystem with 40+ native connections
- Interactive quoting reduces back-and-forth with buyers
Cons
- Per-user pricing adds up for larger teams
- Basic plan limited to 10 sends/month and 3 templates
- Advanced features like SSO and API locked to Business tier
- No permanent free plan available
Key Features
Drag-and-drop proposal editor with customizable templates
Built-in legally binding e-signatures with multi-signee support
Real-time proposal tracking and engagement analytics
Centralized content library for consistent branding
Interactive quoting with buyer-selectable options
Approval workflows with role-based permissions
Native CRM integrations (Salesforce, HubSpot, Pipedrive)
Contract management with clause libraries and version control
Multi-language support across 15 languages
Stripe payment integration supporting 135 currencies
Pricing
- 10 sends/month
- Up to 3 templates
- E-signatures
- Proposal tracking
- Drag-and-drop editor
- Unlimited sends
- Up to 10 templates
- Analytics dashboard
- CRM integrations
- Automations
- Custom fields
- Unlimited templates
- SSO
- API access
- Multiple workspaces
- Roles & permissions
- Dedicated support
Best For
Consulting Firm Proposals
Create branded, consistent proposals across your consulting team with approval workflows and reusable content sections
Accounting Engagement Letters
Send professional engagement letters with interactive pricing and e-signatures for fast client sign-off
Sales Team Enablement
Equip sales reps with pre-approved templates and content snippets while maintaining brand control through governance features
Proposal Performance Optimization
Use analytics to identify which sections clients spend time on and optimize proposals for higher close rates
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Featured In
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Best for teams that need granular control over proposal pipelines with approval workflows
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Best for brand-conscious boutique consulting firms where proposal design is part of the positioning.