Proposify
Contract management software
E-signature software
CPQ software
Proposal software
Document generation software
Quote management software
- Features
- Ease of use
- Ease of management
- Quality of support
- Affordability
- Market presence
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$19 per user per month
Free Trial
Free version unavailable
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What is Proposify
Proposify is a proposal creation and management platform used to build, send, track, and approve sales proposals and related documents. It targets sales teams and service businesses that need standardized templates, pricing tables, and a repeatable workflow for producing client-facing proposals. The product emphasizes proposal design, content reuse, and activity tracking, with optional e-signature and integrations to connect proposals to CRM and billing workflows.
Proposal templates and content reuse
Proposify provides reusable templates, a content library, and configurable sections to standardize proposal creation across teams. This reduces manual formatting and helps maintain consistent branding and terms. It fits organizations that produce high volumes of similar proposals and want controlled reuse of approved content.
Collaboration and approval workflow
The platform supports internal commenting, roles/permissions, and approval steps to coordinate sales, leadership, and delivery teams. These controls help reduce version sprawl and clarify who can edit versus approve. For proposal-centric processes, this can be simpler to adopt than broader contract lifecycle tools that require more extensive configuration.
Client engagement tracking
Proposify tracks recipient activity such as opens and time spent on sections, supporting follow-up prioritization. It also centralizes proposal status (draft, sent, viewed, signed) for pipeline visibility. This is particularly useful for sales teams that need document-level engagement signals rather than post-signature contract analytics.
Limited end-to-end CLM depth
Proposify focuses on proposals and pre-contract documents rather than full contract lifecycle management. Capabilities such as clause libraries, complex obligation management, advanced contract analytics, and large-scale repository governance are typically less comprehensive than dedicated CLM platforms. Organizations with legal-led contracting programs may need a separate CLM system.
CPQ and pricing complexity constraints
While it supports pricing tables and quoting within proposals, it is not designed as a full CPQ engine. Advanced configuration rules, product catalogs with complex dependencies, multi-entity pricing, and automated renewals often require integration with specialized quoting or billing systems. This can limit suitability for highly complex product and pricing models.
E-signature may require integration
E-signature support is available, but organizations with strict compliance requirements or standardized enterprise e-signature tooling may prefer to integrate with an established signature provider. This can add implementation work around templates, identity verification, and audit requirements. Teams should validate signature workflows, authentication options, and audit trails against internal policy.
Plan & Pricing
| Plan | Price | Key features & notes |
|---|---|---|
| Basic | $19 per user/month (billed annually) or $29 per user/month (billed monthly) | Up to 2 users; 1 collaborator included; Content library; E-signatures & payments; Activity and metrics; 5 document sends/month limit noted in support doc. |
| Team | $41 per user/month (billed annually) or $49 per user/month (billing cadence shown as quarterly on site) | Unlimited users; 3 collaborators included; Integrations (CRM etc.); Custom URL; Custom fields & variables; Auto reminders; Unlimited document sends per support doc. |
| Business | Starts at $3,900 billed annually (includes 5 users; additional users $780/year) — listed on site as $65 per user/month equivalent | Everything in Team, plus: 5 collaborators included; User roles & permissions; Approval workflows; SSO; Multiple workspaces; API access; Book a demo / contact sales for purchase. |
Seller details
Proposify, Inc.
Halifax, Nova Scotia, Canada
2013
Private
https://www.proposify.com/
https://x.com/proposify
https://www.linkedin.com/company/proposify/
