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
RevOps Jobs-to-Be-Done
- Sales Proposal Automation — Create professional sales proposals with branded templates, dynamic pricing tables, and embedded e-signature in one tool. KPI: Reduce proposal creation time from 4 hours to 30 minutes with reusable template components
- Proposal Engagement Analytics — Track when prospects open, forward, and spend time on each section of a proposal to identify buying intent and follow-up timing. KPI: Improve close rate by 15% by identifying high-intent prospects from proposal engagement data
- Content Library and Brand Control — Manage a central library of approved content blocks, images, and pricing tables that reps can assemble into proposals without design help. KPI: Enforce brand compliance on 100% of proposals while cutting design team involvement by 80%
How It Fits Your Stack
Primary system of record: Salesforce or HubSpot CRM
Key integrations: Salesforce, HubSpot, Pipedrive, Stripe, Slack, Zapier, QuickBooks
Data flows: CRM opportunity data pre-fills proposal fields; proposal sent with tracking link; engagement data surfaces in CRM; signed proposals trigger deal close workflow
Security & Compliance
- SSO / SAML: Google SSO and SAML
- RBAC / permissions: Yes
- Audit logs: Yes
- Certifications: SOC 2 Type II
- Data residency: US and Canada
Implementation & Ownership
- Time to first value: 1–2 weeks
- Implementation complexity: Low — template creation and CRM connection is self-service
- Typical owners: Sales Manager, Sales Operations, Revenue Operations
Strong for agencies, consultancies, and B2B SaaS teams sending high volumes of branded proposals
Proof & Buyer Signals
Ratings: G2: 4.6/5 (900+ reviews)
What buyers praise:
- Beautiful proposal templates
- Engagement tracking is genuinely useful
- Easy CRM integration
Common complaints:
- Not a full CLM for post-signature
- Advanced customization requires CSS knowledge
Often Compared With
- Qwilr — Both create beautiful sales proposals; Qwilr makes interactive web pages; Proposify is more document-like with stronger pricing table controls
- Loopio — Loopio handles RFP content library management; Proposify creates branded client-facing proposals with engagement tracking
- Recapped — Recapped focuses on mutual action plans and deal room collaboration; Proposify specializes in the initial proposal creation and send experience
