Proposify is proposal management software that helps sales teams create, send, track, and e-sign professional proposals. It focuses on the proposal creation experience and approval workflow, making it a popular choice for agencies, consultancies, and service businesses.
Product Overview
Proposify's editor produces visually polished proposals with interactive pricing tables, embedded videos, and custom branding. Its workflow management tracks every proposal through draft, review, approval, and signature, with notifications at each stage. Analytics reveal which sections prospects engage with most.
Key Features
- Proposal Editor: Drag-and-drop proposal builder with custom fonts, colours, and multimedia embedding.
- Interactive Pricing: Optional product/service tables where prospects can select quantities and add-ons.
- Approval Workflow: Multi-stage approval process with role-based permissions before sending.
- E-signatures: Legally binding signatures collected directly within the proposal.
- Proposal Analytics: Section-level view tracking — see exactly where prospects spend time.
Best For
Agencies, consultancies, and professional services firms that send visually rich proposals and need approval workflows and detailed engagement tracking.
Pricing
Team at $49/user/month; Business at $65/user/month; Enterprise custom. Annual discount available.
Key Integrations
Salesforce, HubSpot, Pipedrive, Stripe, Zapier, Slack, FreshBooks
Pros
- Best-in-class proposal design quality
- Good approval workflows
- Detailed engagement analytics
Cons
- More expensive than PandaDoc for teams
- CPQ is limited
- Not suited for complex contract management
