Discover our GTM Flywheel: Content, Ads & Outbound working as oneLearn more

Proposify Review

Proposify
Proposify

Untangle your sales document process with the leading proposal software.

Claim the ProductGet 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.
Proposals
Sales Cycle Software
Ask aboutProposifyProposify
Need expert help? Talk to ColdIQ
Proposify Core Capabilities
Create branded proposals quickly
Automate workflow with templates
Track real-time proposal engagement
Links
Visit Website
Social
LinkedInLinkedInYouTubeFacebookInstagram
Pricing
From$19.00/mo
BillingPer user
TrialAvailable
Who is Proposify for?
Startups
SMBs
Mid-market
Is Proposify easy to use?
Who uses Proposify?
Saurav Gupta
Featured
Cobl

Cobl

Proposals that win, built from your real sales context.

Connectors / Files
Memory & Knowledge reuse
Style extractor
Starting at $29Learn More

What are Proposify alternatives?

Better Proposals
Better Proposals
The modern way to create send and track documents
View
Pricing: Starting at $13.00
Trial: Available, 14 days of trial.
Proposals
E-Signature
DocSend
DocSend
Secure Document Sharing & Analytics eSignature Data Rooms
View
Pricing: Starting at $10.00
Trial: Trial isn't available.
E-Signature
PandaDoc
PandaDoc
Create Approve Track &eSign Docs 30% Faster
View
Pricing: Starting at $19.00
Trial: Available, 14 days of trial.
Proposals
E-Signature
Qwilr
Qwilr
Sales Proposal Software | Close Deals Faster
View
Pricing: Starting at $35.00
Trial: Available, 14 days of trial.
AI Proposal
AI Sales Enablement
Proposals
E-Signature
AI Proposal Builders
Sales Process Automation Software
GetAccept
GetAccept
All-In-One Sales EngagementPlatform For B2B
View
Pricing: Starting at $25.00
Trial: Available, free trial.
Proposals
Digital Sales Rooms
B2B CRM Software
Featured
CompanyEnrich

CompanyEnrich

Real-time verified B2B data APIs.

Real-time B2B data access
Verified company and profile data
Semantic search capabilities
Starting at $49Learn More

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.

Startups
SMBs
Mid-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

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

How simple is Proposify setup?

Complexity
Advanced

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.

Comments

Loading...