Know when to follow up
Engagement analytics show the moment a prospect opens your proposal and which sections they read, so outreach lands at the right time.
Proposify
E-Signature
Verified E-SIGNATURE
Proposify deal: Exclusive Proposify access
Proposal software with a polished editor, reusable templates, e-signatures, and analytics that show when prospects open and engage with your documents.
- Polished, design-forward editor
- Best-in-class engagement analytics
- E-signatures and input forms
- Consistency and CRM sync
SaaSTweaks Score
47/100Situational★★★★★
Proposify is a capable proposal and e-signature platform for teams, but its value is limited by a high minimum user cost and no verified discount.
- Deal Strength3.0/10
VERIFIED DEAL MECHANIC is 'verified deal', but SAVINGS CLAIM is 'none' and DISCOUNT TYPE is 'verified_pricing' with no coupon. Editorial summary mentions a 14-day free trial but no permanent free tier or discount. No verified public discount is evident, so capped at 3.
- Value for Money3.0/10
Editorial summary states Team plan starts at $49/user/month with a 3-user minimum ($147/month minimum), no solo tier, and 'single users overpay'. It compares to cheaper alternatives for solo users. Pricing is described as a trade-off, making it pricey vs peers for small teams.
- Capability8.0/10
Editorial summary describes strong design layer, baked-in e-signature, proposal-level analytics, content library, CRM integrations (Salesforce, HubSpot, Pipedrive), Zapier/REST API, reporting on win rate and content-block performance. Live site evidence lists proposal, quote, e-signature, contract management, automation, and tracking capabilities. Broad feature set with few gaps for its target use case.
- Time to Value5.0/10
Editorial summary mentions a 14-day free trial. Live site evidence has a 'Getting started guide' and 'Sign Up Free' button. No indication of steep weeks-long setup; typical onboarding likely takes days to value for a team.
- Trust & Reliability5.0/10
Editorial summary notes e-signatures are legally binding under ESIGN, UETA, eIDAS. Live site evidence shows a knowledge base, support contact, security page, and professional services. No uptime/SLA or review consensus data provided; evidence is limited to general positive signals.
- Flexibility & Exit5.0/10
Pricing tiers are monthly/annual? Not specified, but editorial summary mentions a 3-user minimum and no solo tier, implying a team commitment. Live site evidence does not detail cancellation or export policies. Assumed standard terms with basic export capabilities.
Scored 2026-06-05 · How we score →
About Proposify
Quick answer: Proposify is proposal and document software for sales teams, combining a design-forward editor, a reusable content and template library, e-signatures, and analytics that show exactly when a prospect opens and reads a proposal. It is best for sales and agency teams that send polished proposals regularly and want visibility and consistency. Pricing is per-user with send limits on the entry plan, so model your real volume at signup.
- What it is: Proposal and sales-document software with templates, e-signatures, and engagement analytics.
- Best for: Sales and agency teams that send proposals often and need polish, consistency, and tracking.
- Standout: Real-time analytics showing when and how long prospects view each section.
- Pricing: Basic ~$19 (limited sends), Team ~$49, Business ~$65 per user/mo; annual lowers rates (confirm at signup).
- Rivals: PandaDoc, Better Proposals, Qwilr.
What is Proposify?
Proposify is proposal-management software that helps sales and agency teams create, send, sign, and track business proposals. Its strength is the editor: a design-forward, drag-and-drop builder that produces proposals that look professional without a designer, backed by a reusable library of templates, content snippets, and a pricing/fee table so reps assemble documents quickly and on-brand. Built-in e-signatures and client input forms let prospects accept and sign in the same document, shortening the path from "sent" to "closed."
The feature that sets Proposify apart is its analytics. Once a proposal is sent, the team can see when the prospect opened it, which sections they spent time on, and whether it has been viewed at all — so a rep knows the right moment to follow up and which parts of the pitch resonate. For managers, that visibility plus templating brings consistency and forecasting signal to a part of the sales process that is often a black box. It integrates with CRMs (with deeper Salesforce integration on the top tier) so proposal activity flows into the pipeline.
Key features
Design-forward editor
A drag-and-drop builder that produces polished, on-brand proposals without needing a designer.
Template and content library
Reusable templates, content snippets, and a fee/pricing table so reps assemble documents fast.
E-signatures
Legally binding electronic signatures and client input forms so prospects sign inside the proposal.
Engagement analytics
See when a proposal is opened, how long each section is viewed, and when to follow up.
Approval workflows
Advanced approval and conditional routing keep pricing and messaging consistent on higher tiers.
CRM integrations
Connect your CRM, with deeper Salesforce integration on the Business tier, to sync proposal activity.
Proposify pricing
Proposify uses per-user pricing with three main tiers. Basic (around $19 per user per month) is limited to a small number of document sends per month, which keeps the entry price low but can quietly cap a busy rep. Team (around $49 per user per month, lower billed annually) unlocks unlimited sends plus CRM integrations and client input forms. Business (around $65 per user per month, typically with a 10-user minimum) adds API access, SSO, deep Salesforce integration, advanced approval workflows, and a dedicated success manager. A free trial is available. The key thing to model is send volume: if your reps send more than a few proposals a month, you will need at least the Team tier. Confirm current pricing and minimums at signup.
~$19
Basic, per user/mo (limited sends)
~$49
Team, per user/mo (unlimited sends)
~$65
Business, per user/mo (10-user min)
Free trial
Try before you buy
Proposify vs PandaDoc vs Qwilr
| Tool | Best for | Pricing | Standout |
|---|---|---|---|
| Proposify | Sales/agency teams sending polished proposals regularly | ~$19–$65/user/mo | Best-in-class engagement analytics |
| PandaDoc | Teams wanting broad document automation and e-sign | Published per-user tiers | Wide document and workflow coverage |
| Qwilr | Teams wanting interactive, web-page-style proposals | Published per-user tiers | Beautiful interactive web proposals |
✓ Use it if you
- Send proposals regularly and want them to look professional
- Want to know exactly when prospects open and read them
- Need e-signatures and consistent, templated content
- Want proposal activity to flow into your CRM
✗ Skip it if you
- Send only the occasional proposal and a doc tool suffices
- Need full contract-lifecycle management, not just proposals
- Would be capped by Basic-tier send limits but cannot justify Team
Is Proposify worth it?
Proposify is worth it for sales and agency teams that send proposals often and want them polished, consistent, and trackable — its editor and engagement analytics are genuinely strong, and knowing when a prospect is reading your proposal is a real selling advantage. The thing to watch is send limits: the cheap Basic plan caps monthly sends, so most active teams will land on Team for unlimited sends, and the Business tier carries a 10-user minimum. Model your real proposal volume, take the free trial, and compare against PandaDoc and Qwilr before committing.
Capabilities
- • Drag-and-drop proposal editor
- • Reusable templates and content library
- • Pricing and fee tables
- • Legally binding e-signatures
- • Client input forms
- • Real-time engagement analytics
- • Advanced approval workflows (higher tiers)
- • CRM integrations with deep Salesforce on Business
What's included
What SaaSTweaks members actually get with Proposify.
Send proposals that look the part
The polished editor and reusable templates let you produce on-brand, professional proposals quickly without a designer.
Bring consistency to proposals
Templates and approval workflows keep pricing and messaging consistent across the team and feed activity into the CRM.
How to claim
-
Click claim
Hit the button on this page — opens the partner site in a new tab.
-
Sign up through the partner link
No code needed — the offer applies automatically when you register through our Proposify link.
-
Offer applies automatically
No surcharge to you — verified by the SaaSTweaks Deal Desk, not the vendor.
Frequently asked
What are the Proposify plans?
There are three main tiers: Basic (limited monthly sends), Team (unlimited sends plus CRM integrations and input forms), and Business (API, SSO, deep Salesforce integration, advanced approvals, and a success manager, typically with a 10-user minimum).
Does Proposify track when proposals are opened?
Yes. Its engagement analytics show when a proposal is opened, which sections get the most attention, and whether it has been viewed, helping reps time follow-ups.
Does Proposify include e-signatures?
Yes. Proposals include legally binding electronic signatures and client input forms so prospects can accept and sign within the document.
Is there a send limit?
The Basic plan limits the number of documents you can send per month. The Team plan and above offer unlimited sends, which most active sales teams will need.
How does Proposify compare to PandaDoc?
Proposify is proposal-focused with standout engagement analytics and a strong editor, while PandaDoc offers broader document automation and workflows. Teams that mostly send proposals often prefer Proposify; those needing wider document coverage may lean PandaDoc.
SaaSTweaks members
Ready to claim the Proposify deal?
What you get Exclusive Proposify perk via SaaSTweaks
Negotiated & verified directly by SaaSTweaks · Verified 2 months ago
Claim Proposify deal
Opens Proposify in a new tab — free, no markup
User reviews
What real Proposify users think — human-moderated. Reviewers may earn SaaSTweaks points for honest reviews; points never depend on the rating.
0.0 / 5
0 reviews
No reviews yet — be the first to share your experience.
Share your experience
Reviews go through quick moderation before publishing. Real experiences only. Members earn 100 SaaSTweaks points per approved review (+50 for a detailed one) — sign in first to earn. Points are awarded for any honest review, never for a particular rating.