Proposify

Overview

Proposify is a proposal management software designed to help sales teams create, send, and track professional proposals quickly. It streamlines document workflows using templates, automation, and AI tools. Users appreciate how it doubles close rates by enabling fast, error-free proposal creation and faster signature collection. The tool excels in generating branded proposals, quotes, eSignatures, and contracts. You can start seeing improved sales outcomes within minutes of creating your first document. It’s great for businesses wanting to reduce bottlenecks and minimize manual errors in sales cycles. Proposify integrates smoothly with CRM, invoicing, and project management software to keep sales data unified. However, it’s not a full CRM replacement or a deep contract lifecycle management tool. It’s best used as a focused solution to accelerate closing deals with professional, trackable sales documents.

The problem Proposify solves

Sales and revenue teams often struggle to turn scattered data, manual handoffs, and disconnected execution into a repeatable go-to-market workflow. Proposify is relevant because its researched profile documents proposify is a proposal management software designed to help sales teams create, send, and track professional proposals quickly. The practical evaluation question is whether its stated capabilities, pricing, and integrations match the team's current motion and operating constraints.

Best for

perfect for busy sales teams and businesses like consultants and landscapers who want to create professional, branded proposals quickly and track engagement to
Startups, SMBs, Mid-market teams with a defined revenue workflow
proposals
sales cycle software

Not a fit if

Teams looking for a single-purpose tool outside its documented go-to-market focus
Teams that need unlimited usage without plan or credit limits
Organizations that cannot validate vendor claims, data coverage, or implementation effort during evaluation

Why it’s listed

Adds a distinct sales or revenue workflow to the directory
Profile contains a researched description, ICP, capabilities, and pricing snapshot
Names concrete workflow connections including Close, LinkedIn, Facebook

Pricing

Free

$10 per month

free trial

Create branded proposals quickly
Automate workflow with templates
Track real-time proposal engagement
Integrate with CRM tools
Secure e-signatures anytime
Customize templates easily
Sales engagement
Proposals

Basic

$41 quote

Basic plan includes up to 2 users and essential features like e-signatures and content library, while the Team plan at $41 per user per month adds integrations, custom URLs, and up

Create branded proposals quickly
Automate workflow with templates
Track real-time proposal engagement
Integrate with CRM tools
Secure e-signatures anytime
Customize templates easily
Sales engagement
Proposals

Professional

Custom pricing

professional proposals quickly

Create branded proposals quickly
Automate workflow with templates
Track real-time proposal engagement
Integrate with CRM tools
Secure e-signatures anytime
Customize templates easily
Sales engagement
Proposals

Business

$3,900 per user/month

Business plan starts at $3,900 annually for 5 users and includes advanced controls like user roles, approval workflows, and API access for scaling sales operations

Create branded proposals quickly
Automate workflow with templates
Track real-time proposal engagement
Integrate with CRM tools
Secure e-signatures anytime
Customize templates easily
Sales engagement
Proposals

Features

Create branded proposals quicklyDocumented in the sourced profile.

Automate workflow with templatesDocumented in the sourced profile.

Track real-time proposal engagementDocumented in the sourced profile.

Integrate with CRM toolsDocumented in the sourced profile.

Secure e-signatures anytimeDocumented in the sourced profile.

Customize templates easilyDocumented in the sourced profile.

Sales engagementDocumented in the sourced profile.

ProposalsDocumented in the sourced profile.

Sales Cycle SoftwareDocumented in the sourced profile.

Integrations

CloseLinkedInFacebookInstagramAPI

Pros & cons

Pros

Documented capability: Create branded proposals quickly
Documented capability: Automate workflow with templates
Profile names a concrete ICP: Proposify is perfect for busy sales teams and businesses like consultants and landscapers who want to create professional, branded proposals quickly a
Public profile names Close, LinkedIn, Facebook as connected workflow surfaces

Cons

Pricing and usage limits should be rechecked before purchase
Fit is strongest for the stated Startups, SMBs, Mid-market audience rather than every team
Named integrations should be validated against the team's exact plan and workflow
Reported outcomes and vendor claims should be validated with the buyer's own data

What the record shows

—_/5

No reviews yet aggregated

ColdIQ profile ↗Vendor website ↗

Independent profile evidence describes proposify is a proposal management software designed to help sales teams create, send, and track professional proposals quickly.

Summary and score aggregated from public review platforms. We link to original reviews rather than reproducing them — read the source before deciding.

User reviews

Written by Audyense accounts · moderated before publishing

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