Proposify
E-Signature Verified May 2026
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
How Proposify scored 47/100
6 weighted criteria, each scored out of 10 and published with its reasoning. Featured placements never move a score.
Deal Strength
3.0 /10A 14-day free trial is the extent of the offer: no permanent free tier, no coupon, no verified discount. You get time to build a proposal, but list price applies once the trial ends.
Value for Money
3.0 /10The Team plan is $49 per user per month with a 3-user minimum, so $147 a month is the real floor and there is no solo tier. Single users overpay badly here, and cheaper options exist for one-person shops.
Capability
8.0 /10A genuine design layer, built-in e-signature, a content library, proposal-level analytics and CRM integrations with Salesforce, HubSpot and Pipedrive, plus Zapier and a REST API. Reporting covers win rate and content-block performance, so gaps are few.
Time to Value
5.0 /10The 14-day trial and a getting-started guide get a first proposal out quickly, but templates, the content library and CRM wiring take longer. Expect days before the whole team is producing on-brand documents.
Trust & Reliability
5.0 /10Proposify's e-signatures are legally binding under ESIGN, UETA and eIDAS, and it maintains a knowledge base, security page and professional services. It publishes no uptime SLA or independent review counts, so ask about redundancy.
Flexibility & Exit
5.0 /10The 3-user minimum means a team commitment rather than a solo subscription, and billing terms are not spelled out. Cancellation and export policies are not published either, so expect standard terms and basic export of your documents.
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 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.
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.
What's included
- 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
Proposify pricing
Verified May 2026. Vendor's published rates at the time we checked — always confirm at checkout.
| Plan | Price | Term | What you get |
|---|---|---|---|
| Team | $49/user/mo | annual billing | Unlimited proposals · eSignature · Content library · CRM integrations · Analytics |
| Business | $590/mo | annual, 10 seats included | Everything in Team · Custom domain · Manager roles · Advanced permissions · Priority support |
| Enterprise | Custom | annual | Everything in Business · SSO · Unlimited seats · Custom integrations · SLA |
Getting started
4 steps. The last one is the part most people skip.
- 1
Open Proposify through the link on this page
It carries our referral tag. The price you pay is identical either way, and it never changes the score on this page.
- 2
Compare the tiers against what you actually use
The pricing table on this page lists what each plan includes. Match it to real usage rather than the tier the vendor highlights.
- 3
Start on the smallest plan that fits
Most vendors let you move up mid-cycle and bill the difference, so starting low costs you nothing but starting high does.
- 4
Check the renewal terms before you commit
Note the renewal date and the rate it reverts to, so the second invoice is not a surprise. Annual plans are usually cheaper per month but harder to exit.
Where Proposify wins and loses
What works
- Polished, design-forward editor
- Best-in-class engagement analytics
- E-signatures and input forms
- Consistency and CRM sync
What doesn't
- Basic plan caps sends
- Business tier has a user minimum
- Focused on proposals
The bottom line
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.
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).
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.
Yes. Proposals include legally binding electronic signatures and client input forms so prospects can accept and sign within the document.
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.
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.
