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Proposal software to design, send, and close deals.
Proposify is proposal software built to help sales teams create and close deals with polished, on-brand proposals and quotes. Instead of assembling documents in a word processor and losing visibility once they are sent, reps build proposals from reusable templates and a shared content library, drop in interactive pricing tables, send them for legally binding e-signature, and see analytics on when a prospect opened the proposal and how long they spent on each section — so they know exactly when to follow up.
Beyond design and signing, Proposify focuses on control and consistency for sales leaders: approval workflows, locked content and branding to keep proposals on-message, a content library of approved sections, and metrics on proposal performance and win rates. It integrates with CRMs like Salesforce and HubSpot to pull deal data into proposals and push status back, making it a fit for sales teams that send proposals at volume and want to standardize and measure them.
Proposify suits sales teams, agencies, and businesses that regularly send proposals and quotes and want professional design, e-signature, tracking, and CRM integration in one tool. Plans run Basic, Team, and Business, priced per user, so cost scales with team size and the workflow and integration features you need.
Pricing Model
Per user, per month
Starting Price
$19/mo
Free Options
Free trial
~$19/user/month (annual); ~$29 monthly. Up to 2 users, capped sends.
~$41/user/month (annual); ~$49 monthly. Full proposal features.
Custom pricing (from ~$3,900/year). CRM integrations and advanced control.
| Feature | Basic | Team Popular | Business |
|---|---|---|---|
| Up to 2 users | — | — | |
| ~5 sends/month | — | — | |
| 3 templates | — | — | |
| E-signatures | — | — | |
| Basic tracking | — | — | |
| Unlimited proposals | — | — | |
| Content library | — | — | |
| Approval workflows | — | — | |
| Analytics & metrics | — | — | |
| Custom branding | — | — | |
| Roles & permissions | — | — | |
| Salesforce integration (add-on) | — | — | |
| Advanced permissions | — | — | |
| Custom fields | — | — | |
| Onboarding & training | — | — | |
| Dedicated support | — | — |
Other
CRM
Finance
Communication
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API Types
SDK Availability
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Developer Features
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Compliance Standards
SOC 2 Type II
EnterpriseISO 27001
EnterpriseGDPR Compliant
GlobalHIPAA
HealthcarePCI DSS
FinanceCCPA
PrivacyFedRAMP
GovernmentCSA STAR
CloudDeployment & Data
Data Residency Options
Verify with vendor for your specific region requirements.
Create, send, e-sign, and track documents and proposals.
The platform for beautiful, interactive sales documents.
Affordable, legally binding e-signatures for teams.
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