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Proposify

Professional, branded proposals from conversation to close.·proposify.com

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Proposify is proposal software that helps sales teams create, send, and track professional business proposals to close more deals. It provides a drag-and-drop document editor, reusable content libraries, interactive quoting, and legally binding e-signatures. The platform also tracks prospect engagement in real time and connects to CRM, invoicing, and payment tools to speed up the sales cycle.

What it's for

ProposalsQuoteseSignaturesContracts

Features 20

  • AI writing assistant
  • API access for custom integrations
  • Approval workflows based on deal size or discount
  • Branded, customizable templates
  • Client input forms
  • Content library for reusable sections, text, and images
  • CRM and business tool integrations
  • Custom domain mapping
  • Custom fields and variables
  • Document engagement tracking and analytics
  • Drag-and-drop proposal and document editor
  • Interactive quoting with adjustable quantities and add-ons
  • Legally binding e-signatures
  • MCP server for AI/agentic workflows (e.g. Claude)
  • Multi-workspace support for multi-unit businesses
  • PDF export and exportable reporting
  • Product catalog for pricing management
  • Roles and permissions management
  • Single sign-on (SSO)
  • Workflow automation builder

At a glance

free trialAPI
TypeWeb app
DeploymentCloud
PlatformsWeb
LanguagesEnglish
ForSales teams, Marketing teams, Operations/IT teams
CompanyProposify Inc. · 2013

Integrations

ClaudeVidyardOktaZapierAspireAzureYouTubeWistiaSalesforceStripe

Complianceself-reported

PCI-DSSSOC2GDPR

Resources

Pricing

Every plan includes a monthly document-send limit (drafting and editing are unlimited); overage rates per additional send are charged beyond the included amount, though the exact per-plan send limits and overage rates shown on the site use an older plan naming scheme (Basic/Team/Business/Enterprise) that doesn't fully match the current Team/Grow/Scale plan names, so the figures could not be reliably matched to the current plans.

Team$49/user/mo

Designed templates available from $1,500 as an add-on.

Also offered at $147/user/quarter or $420/user/year; 14-day free trial, no card needed.

Grow$325/mo · billed annually

A one-time Launch Kit onboarding package can be purchased for $2,000.

5 seats included; additional seats billed at $780/user/year. Billed annually only.

Scale$1066/mo · billed annually

Custom pricing available for high-volume accounts; dedicated success manager and robust white-glove onboarding included.

10 seats included; additional seats billed at $780/user/year. Billed annually only.

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