Proposify
Professional, branded proposals from conversation to close.·proposify.com
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
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
Integrations
Complianceself-reported
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.
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.
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.
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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