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Proposify

Sales

4.4(49 ratings)

88% recommend

Proposify streamlines proposal creation and management for sales teams.

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About Proposify

Best for B2B sales teams streamlining their proposal process.

Proposify is a proposal management platform that helps sales teams create professional-looking proposals, contracts, and quotes using a drag-and-drop editor and pre-built templates. It provides detailed analytics on how prospects interact with proposals, including time spent on each section and when documents are opened. The platform is primarily built for B2B sales teams and agencies that send a high volume of proposals and need consistency in branding and messaging. Its standout features include e-signatures, content libraries for reusable sections, and pipeline visibility that gives sales managers insight into deal progress at the proposal stage.

Pros

Detailed proposal analytics and viewer tracking insights
Professional templates with drag-and-drop customization
Built-in e-signatures eliminate need for separate tools
Content library ensures brand consistency across teams
Strong CRM integrations streamline the sales workflow

Cons

Editor can feel clunky with complex layouts
Pricing can be expensive for smaller teams
Limited customization options on lower-tier plans
Learning curve for building templates from scratch

Use Cases

Best for sales teams sending branded proposals at scale consistently

Best for agencies creating custom client proposals with reusable content blocks

Best for sales managers tracking proposal engagement and pipeline health

Best for businesses needing integrated e-signatures within their proposal workflow

Key Features

6 features

Customizable proposal templates

Real-time collaboration with team members

Proposal analytics and tracking

E-signature integration for approvals

Content library for reusable assets

Client feedback collection tools

SaasHunter Score

7.6/10

“Your sales team frequently creates proposals and needs a cost-effective solution for management.”

Ease of Use

8.0

Features

8.0

Pricing

7.0

Support

7.0

Integrations

8.0

Best For

Agencies 9Small Business 8Startups 7Freelancers 7Enterprise 6

Integrations

SalesforceHubSpotStripeQuickBooksZapierSlackPipedriveFreshBooks

B2b Sales Proposal Management Document Management E Signatures Proposals

Frequently Asked Questions

What is Proposify?

Proposify is a proposal software platform that lets sales teams create, send, track, and e-sign proposals and contracts. It provides analytics, templates, and content management to streamline the entire proposal workflow.

How much does Proposify cost?

Proposify offers a Team plan starting at around $49 per user per month, with a Business plan available at custom pricing for larger organizations. Pricing may vary, so it's best to check their website for current rates.

What are the main features of Proposify?

Key features include a drag-and-drop proposal editor, customizable templates, a content library, built-in e-signatures, proposal analytics with viewer tracking, and CRM integrations. It also offers pipeline management and role-based permissions for team collaboration.

Who should use Proposify?

Proposify is ideal for B2B sales teams, agencies, and professional services firms that regularly send proposals and want to improve close rates. It's especially useful for teams that need brand consistency and visibility into how prospects engage with proposals.

Is there a free plan for Proposify?

Proposify offers a free trial to test the platform, but there is no permanent free plan. After the trial, users need to subscribe to a paid plan to continue using the service.