Proposify
by Proposify Inc.
Close deals faster with AI-powered proposals.
Score
Score
Our verdict
Proposify is a capable proposal platform aimed at SMB and mid-market sales teams that want brand control, interactive pricing, and visibility into buyer engagement. Its drag‑and‑drop editor, unlimited templates, and embedded AI writing speed up creation, while per‑recipient analytics and unlimited e‑signatures help push deals over the line. Team unlocks the real value with integrations, automations, custom fields, client input forms, and custom domains; Business adds SSO, API, multi‑workspace, and approvals for governed sales orgs. Pricing is transparent for Basic ($29/user/mo or $19 annual) and Team ($49/user/mo billed quarterly or $41 annual), but monthly send caps and overage fees mean volume sellers may outgrow Basic quickly. Critical enterprise features (API, SSO) are gated behind a sales‑led Business tier starting at $3,900/year, and Salesforce/Aspire cost an extra $9/user/mo each. Overall, strong features and analytics with honest limitations on sends and access to advanced controls.
Overview
Screenshot
Score breakdown
Overall score
Scores are editorial assessments by the Compare Best AI team on a 0–10 scale.
Expert review
CBAI Editorial Team
Compare Best AI · Editorial Team
## Overview
How we tested
Days tested
7 days
Tasks evaluated
- ·Build a branded proposal from a template
- ·Add interactive quote with optional line items
- ·Route for manager approval and send for e-signature
- ·Export analytics and sync to CRM via Zapier
Method
Compared against PandaDoc and Qwilr using identical inputs
Reviewer
CBAI Editorial Team
Plans & pricing
Basic
- /user/mo
- /user/mo
- Billed monthly or annually.
- For individuals and small teams who need to send, track, and sign documents.
- Key Features:
- Easy-to-use editor
- E-signatures
- Document tracking
Team
- /user/mo
- /user/mo
- Billed quarterly or annually.
- For growing teams that need to integrate with their CRM.
- Everything in Basic, plus:
- Integrations and automations
- Custom fields & variables
- Pricing catalog
Business
- Premium onboarding and support.
- Book a demo
- Compare features
Pricing may vary by region. Always verify on the vendor's website.
Feature comparison
| Feature | Proposify | PandaDoc | Qwilr |
|---|---|---|---|
| AI | |||
| Built-in AI writing assistant | |||
| Quoting | |||
| Interactive pricing tables (options & qty) | |||
| Analytics | |||
| Per-recipient, section-level analytics | |||
| Security | |||
| SSO (Okta/Azure/Salesforce) | |||
| Platform | |||
| Multi-workspace support | |||
| Developers | |||
| Public REST API | |||
| E-sign | |||
| Unlimited e-signatures included | |||
Is it right for you?
Good fit for
SMB sales teams
Quickly build brand-consistent proposals with AI help, track engagement, and close with unlimited e‑signatures.
Agencies & services firms
Reusable templates, content library, and interactive quotes streamline repeatable, customized bids.
RevOps & sales leadership
Approvals, roles, and analytics improve governance and forecasting accuracy.
Franchises & multi-location
Workspaces separate brands/regions while maintaining shared assets and controls.
Less suited for
High-volume transactional e-signing
Monthly send caps and per-send overages make it less suited than dedicated e-sign tools for bulk envelopes.
Teams needing a free plan
No perpetual free tier; only a 14‑day free trial is offered.
User reviews
Editorial score
Distribution is estimated from our editorial score. Verified user reviews coming soon.
Use cases
Typical ways teams rely on this tool — from everyday tasks to specialized workflows.
- Sales proposals and quotes
- Client-approved e-sign workflows
- Per-recipient engagement analytics
- Multi-brand or multi-location workspaces
Integrations
Reported connectors
Apps and services commonly connected out of the box or via official connectors.
- HubSpot
- Stripe
- Zapier
Privacy & compliance
Security & data practices
Highlights we track from the vendor's documentation. Always confirm current terms, subprocessors, and regional policies on their official site.
- SOC 2 Type 2
- GDPR
- PCI DSS Level 1 via Stripe
Details
Category
Price
- Basic $29/mo
- Team $49/mo
- Business $3900/yr
Free version
Best for
- Outbound B2B proposals and quotes
- Sales approvals and discount governance
- Franchises and multi‑workspace organizations
- CRM‑connected deal workflows
Frequently asked questions
Proposify
Sales & CRM
Ready to get started?
Visit the Proposify website to explore plans and pricing.
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