Proposify

Proposify is a web app for sales teams to create, send, track, and close customized interactive proposals. Its drag-and-drop editor supports text, images, video, tables, and shapes; interactive quotes let buyers select optional fees or enter quantities. Document analytics show when recipients open a proposal and how much time they spend in each section. Documents can be legally e-signed on all plans, and the service supports online payment collection, CRM integrations, and brand customization. Document creation is unlimited, but monthly sends are capped by plan: Basic includes 10, Team 30, and Business 75. Basic costs $19/user/mo when billed annually; Basic monthly is $29/user/mo, and Team quarterly is $49/user/mo billed quarterly. A 14-day trial includes Team plan features. Proposals are created and sent in the web app; the iOS companion app monitors proposal activity. Proposify states that it uses encrypted links and 256-bit SSL security and is GDPR compliant and SOC 2 Type 2 certified. Email and chat support runs Monday through Thursday from 8 AM to 8 PM EST and Friday from 8 AM to 4 PM EST.

Proposify combines proposal editing, interactive quotes, tracking, e-signatures, and payment collection. Monthly sending allowances vary by plan even though document creation is unlimited.

Proposify suits individuals and small teams creating proposals, and growing teams that need CRM integration. The iOS app is for monitoring activity; proposal creation and sending happen through the web app.

Proposify is proposal software for sales teams that want to build branded offers and move buyers from quote to signature and payment. It is best suited to individuals and growing teams with a steady proposal workflow. Its interactive quotes and recipient engagement tracking are useful, but the monthly send caps make volume a key part of choosing a plan.

Overview

Proposify brings proposal creation, client activity tracking, e-signatures, and payment collection into one workflow. That breadth can suit teams that want buyers to review and act on an offer in the same document, rather than handling each step separately. Unlimited document creation across plans is a practical advantage for drafting and refining proposals; the number a team can actually send each month is capped.

Key features

The drag-and-drop editor supports text, images, video, tables, and shapes. Teams can customize templates, documents, domains, and proposal content to match their brand, making it a stronger fit for repeatable, client-facing proposals than a bare document editor. Interactive quotes let buyers choose optional fees or add quantities, which is useful when the final offer depends on their selections.

Analytics show when each recipient opens a proposal and how long they spend in each section. That gives sales teams a concrete engagement signal for follow-up, though it does not replace the broader sales process. Every plan supports legally e-signed documents, and online payment collection lets a buyer pay through the proposal workflow.

CRM connections include Salesforce and HubSpot; the integration directory also covers payment, invoicing, collaboration, file, forms, and project-management services, including Stripe, QuickBooks, Slack, and Zapier. API access offers another way to connect external systems and customize workflows. Proposals use encrypted links and 256-bit SSL security. Proposify states that it is GDPR compliant and SOC 2 Type 2 certified; Stripe, which processes payments, is PCI Service Provider Level 1 certified.

The web app supports editing in Chrome, Firefox, and Safari. Its iOS companion app monitors proposal activity, while proposals are created and sent on the web. Email and chat support runs Monday through Thursday, 8 AM–8 PM EST, and Friday, 8 AM–4 PM EST.

Pricing

Basic is $19 per user per year when billed annually at $19/user/mo, or $29 a month when billed monthly at $29/user/mo. It includes one collaborator seat, 10 sends per month, unlimited document creation, and a $0.50 per-send overage. This is the entry point for individuals and small teams, but the 10-send allowance can constrain a regular proposal pipeline.

Team is $49 a month when billed quarterly at $49/user/mo. It includes three collaborator seats, 30 monthly sends, unlimited documents, and a $0.30 per-send overage. Its CRM integration makes it a better fit for growing teams, and the higher send allowance provides more room than Basic, though the quarterly billing term is worth weighing.

Business has custom pricing, starts at $3,900/year, and is aimed at organizations that need control and visibility at scale. It includes five collaborator seats, 75 sends per month, unlimited documents, and a $0.75 per-send overage. The higher allowance supports more volume, but its overage rate is also higher than Basic's or Team's. Enterprise has custom pricing, custom monthly sends, and a custom overage rate.

The 14-day free trial requires no credit card and includes all Team plan features. There is no free plan. Accounts can be canceled anytime, but processed payments are not refunded.

Platforms

Proposify is available on the web, iOS, and through an API. The iOS app is for monitoring activity rather than creating or sending proposals; editing is supported in Chrome, Firefox, and Safari.

Who it's for

Proposify is a good fit for individuals and small teams that need branded proposals with signatures, payments, and a modest monthly send volume, as well as growing sales teams that want CRM integration and more collaborators. Organizations seeking greater control and visibility can consider Business. Teams that need an uncapped sending workflow, or that primarily want to draft proposals on mobile, should look elsewhere.

Pros and cons

• Pros: Unlimited document creation lets teams prepare and revise proposals without using up their send allowance.
• Pros: Interactive quotes, recipient engagement analytics, e-signatures, and payment collection support a connected buyer workflow.
• Pros: CRM integrations and API access can connect proposals to existing sales systems.
• Cons: Monthly send caps apply even with unlimited document creation, and overage charges vary by plan.
• Cons: Basic has one collaborator seat and only 10 monthly sends, limiting its suitability for a larger team or busy pipeline.
• Cons: Proposal creation and sending happen on the web; the iOS app only monitors activity.

Alternatives

For a broader comparison, browse Proposal Software, Proposal Management Software, AI Proposal Generators, Document Generation Software, Document Automation Software, and Quote Management Software.

AdvisorPitch is another paid option with a free trial and Android, API, iOS, and web platforms. Handoff is a paid alternative with a free trial, broader desktop and mobile platform support, and a Flex plan that includes 50 AI usage credits per month, one custom pricing catalog, and two users. Effie offers a free plan and a web app. FirstSlate has a free forever plan capped at five active projects and three clients, with proposals and contracts included. Propo has a free web plan capped at three AI proposals per month. Proposal Expert has a free plan capped at three proposals and three e-signatures per month, plus basic analytics. Proposar offers a free web plan with three proposals per month and three templates. The Decent Proposal has a free plan for local-first drafting with a manual workflow.

Verdict

Choose Proposify if your team needs branded, interactive proposals that can be tracked, signed, and paid, and its monthly send allowance matches your pipeline. Its strongest reason to choose it is the combination of buyer-facing quote options and sales workflow tools; its clearest reason to look elsewhere is the send cap, especially for teams whose volume would push them into overages or a more expensive plan.