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What is Proposify?
Proposal software that helps teams create, track, and e-sign professional proposals and contracts to close deals faster. Designed for sales teams and agencies who need consistent, branded documents with built-in approval workflows and prospect engagement tracking.
Key features
Drag-and-drop template editor
Design professional proposals with a visual editor. Embed text, images, video, tables, and shapes. Choose from template gallery or use custom templates.
Content library
Centralized repository for pre-approved sections, text snippets, images, case studies, and team bios that reps can reuse across proposals.
E-signatures
Legally binding electronic signatures on all plans. Prospects can sign from any device at any time. Supports multiple signees and automated reminders.
Proposal analytics
Real-time notifications when prospects open proposals. Detailed timeline showing time spent on each section. Account metrics (time to first view, time to create, time to close).
Interactive quoting
Allow buyers to adjust quantities and add optional items in real-time, reducing revision cycles and creating upsell opportunities.
Product catalog
Central pricing library so reps can easily pull accurate services and pricing into proposals, reducing errors and ensuring consistency.
AI writing assistant
Embedded AI widget to prompt, write, refine, fix spelling and grammar, and condense content within proposals.
MCP server integration
Connect Proposify to Claude via MCP server for AI and agentic workflows to create and update documents.
CRM integrations
Native integrations with HubSpot, Pipedrive, Zoho, Microsoft Dynamics, and Salesforce (premium add-on). Pulls data to auto-populate fields and eliminate typos.
Approval workflows
Set conditions (price total, discount percentage) that require approval from specific roles before sending. Role-based permissions and page-level locking.
Workflow automation
Zapier-style rules that trigger updates between Proposify and external tools. API access on higher plans for custom integrations.
Multi-workspace support
Separate instances for multi-location or franchise businesses, with parent company oversight and asset sharing capabilities.
Proposify pricing
All plans are per-user except Scale which is a platform fee. Annual billing saves 3 months (Build: $468/year vs $588). Custom pricing available for high-volume accounts. Send limits: Basic 10/month ($0.50 overage), Team 30/month ($0.30 overage), Business 75/month ($0.75 overage). Note: Stripe payment collection listed as 'coming soon' on current Proposify 3.0 platform.
| Plan | Price | What's included |
|---|---|---|
| Build | $49/user/month (or $39/user/month billed annually) | Unlimited documents and signatures, content library, AI and MCP server, document insights, integrations and automations, product catalog. 14-day free trial, no card needed. |
| Grow | $65/user/month billed annually | Everything in Build, plus user roles and permissions, approval workflows, account metrics, custom fields and variables, API access. Includes launch kit ($2,000 value): onboarding, custom template design, 30-day priority support. |
| Scale | $12,800/year platform fee (includes 10 users; $780/user/year for additional users) | Everything in Grow, plus premium integration add-ons (Salesforce, Aspire), SSO (Okta, Azure, etc.), multiple workspaces, custom reporting, dedicated Success Manager, white-glove onboarding and priority support. |
Pros & cons
Pros
- + 2x close rate vs industry average for customers
- + Fast proposal creation (17 minutes or less on average)
- + High early close rate (43% of proposals won within 24 hours of opening)
- + Drag-and-drop simplicity with no design skills required
- + Strong control and permissions system for larger teams
- + Real-time prospect engagement visibility
- + Content library and templates reduce errors and inconsistency
- + Built-in e-signatures eliminate need for separate tools
- + AI writing assistance embedded in every plan
- + MCP server integration for Claude workflows
- + Wide CRM integration support (HubSpot, Pipedrive, Zoho, etc.)
Cons
- − Stripe payment integration currently listed as 'coming soon' on current platform version
- − Scale plan pricing is substantially higher ($12,800/year vs per-user on lower tiers)
- − Premium integrations (Salesforce, Aspire) require additional add-on fees
- − Support hours limited (Mon-Thu 8AM-8PM EST, Fri 8AM-4PM EST)
Who is Proposify best for?
- • Sales teams that need professional, branded proposals quickly
- • Agencies managing multiple clients and templates
- • Organizations with complex approval processes and compliance needs
- • Teams using HubSpot, Pipedrive, or other major CRMs
- • Businesses where proposal accuracy and consistency directly impact close rates
- • Multi-location or franchise businesses needing separate workspaces
