Proposify
Proposal software for creating and tracking branded sales documents.
Proposify is proposal software for sales teams that helps them create, send, track, and sign sales documents. It addresses the workflow of building branded proposals, quotes, and agreements, managing reusable content, collecting e-signatures, and monitoring how prospects engage with documents after they are sent.
The platform includes a drag-and-drop document editor, a content library for reusable sections and snippets, built-in e-signatures, and analytics that show when recipients open a proposal and how long they spend on each section. It offers an AI writing widget, an MCP server for connecting to Claude, interactive quoting, and integrations with CRM, invoicing, payment, collaboration, and project management tools including Salesforce, HubSpot, Pipedrive, Stripe, QuickBooks, Slack, and Zapier. Data can be pulled from a CRM to populate proposal fields, and important elements can be locked to prevent edits. Security features include SOC 2 Type 2 certification, GDPR compliance, and encrypted data transfer.
Proposify is packaged in three plans: Team, Grow, and Scale. Team is priced per user and includes documents, e-signatures, the content library, AI features, document insights, integrations, and a product catalog. Grow adds user roles, approval workflows, account metrics, custom fields, and API access, with a set number of seats included. Scale adds premium integrations such as Salesforce, SSO, multiple workspaces, custom reporting, and premium onboarding, with more seats included. All plans include a monthly send limit, with unlimited drafting and editing. A free trial is available, and custom pricing is offered for high-volume accounts.
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