Proposify

Proposify is a sales proposal platform for creating branded, interactive offers and moving them through signing and payment. It fits individuals and growing sales teams that need recipient engagement data and CRM connections in the same workflow. The main trade-off is that every paid tier limits monthly sends, even though document creation is unlimited.

Overview

Proposify covers the proposal cycle from drafting to close. Its editor, interactive quoting, e-signatures, payment collection, analytics, and integrations are more capable than a document-only approach. That breadth is most useful when proposals are a recurring part of selling rather than occasional letters.

The product comes from Proposify Inc., founded in 2013 and headquartered in Dartmouth, Nova Scotia, Canada. It is a paid service with a 14-day trial that requires no credit card. Trial access includes all Team-plan features, making it a practical way to assess the higher collaboration and integration tier before committing. Accounts can be canceled at any time, but processed payments are not refunded.

Key features

A drag-and-drop editor works with text, images, video, tables, and shapes. Templates, documents, domains, and proposal content can all be customized to match a brand, which helps teams maintain a consistent appearance while adapting each offer. Interactive quotes let buyers select optional fees or enter quantities, so the proposal can handle variable requirements instead of presenting only a fixed price.

Recipient analytics show when each person opens a document and how long they spend in individual sections. That gives salespeople a concrete signal for prioritizing follow-up, especially when several prospects are active at once. All plans support legally e-signed documents, and online payment collection lets a signed customer move directly to payment.

CRM connections include Salesforce and HubSpot. The wider integration directory covers payment, invoicing, collaboration, file, forms, and project-management tools, with named integrations such as Stripe, QuickBooks, Slack, and Zapier. API access supports custom connections and extensions where a prebuilt integration is not enough.

Proposals use secure encrypted links and 256-bit SSL security. Proposify states that it is GDPR compliant and SOC 2 Type 2 certified; Stripe processes payments as a PCI Service Provider Level 1 provider. The company also states uptime of 99.9% or higher. Email and chat support operates Monday through Thursday from 8 AM to 8 PM EST and Friday from 8 AM to 4 PM EST.

Pricing

Basic costs $29.00 per month when billed monthly, or $19.00 per user per month when billed annually. It is aimed at individuals and small teams and includes one collaborator seat, unlimited document creation, 10 sends per month, and a $0.50 charge for each additional send. The low entry price works for modest proposal volume, but the send allowance can become expensive when activity rises.

Team costs $49.00 per month, billed quarterly. It includes three collaborator seats, 30 sends per month, unlimited documents, and $0.30 per-send overage. This is the better fit for growing teams that need CRM integration and more room for collaboration. The quarterly term requires more commitment than Basic's monthly option, while the 30-send ceiling still demands forecasting.

Business uses custom pricing, starts at $3,900 per year, and includes five collaborator seats, 75 sends per month, and a $0.75 per-send overage. It targets organizations that need control and visibility at scale. The higher overage rate makes accurate volume planning important even at this tier. Enterprise has custom monthly sends and a custom overage rate for organizations needing a tailored arrangement.

Every plan permits unlimited document creation; the quota applies to sends. There is no free plan. The 14-day trial is the only no-cost route and includes Team features.

Platforms

Proposify runs as a web app and actively supports Chrome, Firefox, and Safari for editing. An iOS companion app monitors proposal activity, while proposals are created and sent through the web app. API access is available for external systems and bespoke workflows.

Who it's for

Choose Proposify if you are an individual or sales team producing branded proposals regularly and want engagement tracking, signatures, payments, and CRM links in one service. Basic suits a low-volume solo user or small team; Team is the natural step for growing groups that need three collaborators and Salesforce- or HubSpot-connected workflows. Business and Enterprise are for organizations with larger operations, custom controls, or negotiated sending requirements.

It is a weaker fit when you need unrestricted sending, a free ongoing tier, or mobile-first authoring. The send caps and nonrefundable processed payments make usage forecasting and cancellation timing consequential.

Pros and cons

Pros: Unlimited document creation on every plan avoids restricting drafting and template work.

Pros: Interactive quotes, e-signatures, payment collection, and recipient-level analytics support the full proposal-to-close process.

Pros: Brand customization, CRM integrations, broad workflow connections, and an API accommodate established sales stacks.

Pros: GDPR compliance, SOC 2 Type 2 certification, encrypted links, and stated 99.9% or higher uptime address common business requirements.

Cons: Monthly send quotas apply to all paid plans, with overage charges that vary by tier.

Cons: There is no permanent free plan, and processed payments are not refunded after cancellation.

Cons: Mobile support is for monitoring; creation and sending remain web-based.

Alternatives

PandaDoc is the better starting point if you want a freemium option, including a free plan with a 60-document annual allowance and Android support.

QuoteCloud suits readers who prefer a web-only quote tool with a free tier limited to five quotes per month and one user, or a $39-per-user-per-month Essentials plan.

ResponsiBid offers a free Startup plan and a $179-per-month Scaling plan for readers comparing another freemium proposal option.

Epicor Kinetic is an alternative built around selectable platform cores, cloud packages, concurrent-user licenses, and industry bundles.

Oracle CPQ is a paid enterprise-oriented option with a 25-user minimum and an initial quote requiring a three-year contract term.

Conga CLM, Experlogix CPQ, and Sequence CPQ are other paid alternatives; Experlogix offers a demo request, while Sequence's Growth plan is $799 per month.

Verdict

Proposify is a strong choice for individuals and growing sales teams that want branded, interactive proposals tied to tracking, signatures, payments, and CRM workflows. Choose it when those connected capabilities justify a paid plan. Look elsewhere if your sending volume is unpredictable, you need a lasting free tier, or you require proposal authoring on mobile.