What is Proposify?
Proposify is proposal software that lets sales teams create on-brand proposals, send them to clients and track when they are viewed. It offers a template library, content library, pricing options, approval workflows and e-signatures. With CRM integrations, it can auto-populate proposals from deal data. It is widely used by small and mid-sized service firms and agencies.
Key facts
- Starting price
- $19 / user/month
- Pricing model
- Subscription
- Active users
- —
- Customers
- —
- Vendor employees
- —
- Launched
- —
- Deployment
- Cloud (SaaS)
- Platforms
- Web
Strengths & considerations
Strengths
- Design-friendly proposal editor
- Tracking of opens and engagement
- Approval workflows for sales teams
- Free trial available
Considerations
- Formatting can be fiddly
- Limited CPQ depth for complex pricing
- Integrations mostly on higher tiers
Editorial summary based on public information; not a user review.
Features
✓Workflow automation· Automation
✓Template library· Customization
✓E-signature· Documents
✓Online payments· Finance
✓API access· Integrations
✓Integrations marketplace· Integrations
✓Zapier integration· Integrations
✓Dashboards· Reporting
✓Quotes & proposals· Sales
✓Single sign-on (SSO)· Security
✓Role-based access· Security
User reviews
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