Polished proposal software with built-in e-signatures and win-rate tracking
Proposify is proposal software with a strong design layer, baked-in e-signature and proposal-level analytics. We picked it because for agencies, consultancies and B2B teams whose proposals are part of the pitch, the visual quality and section tracking translates directly into win rates, in a way pure e-signature tools cannot.
You build a proposal from a content library of pre-designed sections (cover, about us, scope, pricing, terms, signature), drag in custom blocks, plug in data from your CRM, and send. Recipients view a hosted, branded proposal that tracks time per section, can include optional add-ons or pricing toggles, and ends with an in-line e-signature plus a tamper-evident audit log. The signed PDF gets stored against the deal in your CRM.
E-signatures are legally binding under ESIGN, UETA and eIDAS at the SES tier, suitable for the typical agency and B2B contract. Native CRM integrations cover Salesforce, HubSpot and Pipedrive, with Zapier and a REST API for the rest. Reporting includes win rate, average close time and content-block performance, which is genuinely useful for any team running a proposal-heavy sales motion.
Proposify dropped its old Tall and Grande tiers and consolidated to a Team plan starting around $49/user/month with a 3-user minimum (so $147/month minimum), and a custom-priced Business tier for SSO, advanced workflows, custom roles and dedicated success. There is no solo or e-sig-only plan, which is the key pricing trade-off. The honest cost line: budget around $1,800/year minimum even for a small team.
| Tool | Strength | Weakness vs Proposify |
|---|---|---|
| Proposify | Best-looking proposals + analytics | — |
| PandaDoc | Proposals + contracts + payments | Less polished design, more functional than premium |
| Better Proposals | Cheaper for solo users | Smaller content library and integrations |
| DocuSign + Word | Cheap and familiar | No analytics, no design system, no win-rate insight |
Buy if you are an agency, consultancy or B2B sales team where proposal design is part of the pitch, you want win-rate analytics on proposal sections, and you have at least three users to justify the team minimum. The compounding effect of better-designed proposals on close rate is the real ROI.
Wait or skip if you are a solo freelancer (the 3-user minimum makes it expensive — try Better Proposals or Bonsai instead), you only need pure e-signature (use Dropbox Sign or Sign.com), or you need contract redlining and clause libraries (use a CLM tool).
Click through the verified link to start the trial. We re-check the offer monthly.
Consultants typically send 3–5 proposals per week. Proposify cuts creation time from 2 hours to 20 minutes via templates, and the built-in e-signature and engagement tracking reduce back-and-forth cycles by 30–40%. Founders see which sections resonate and adjust messaging for the next pitch.
Account executives at mid-size agencies juggle dozens of concurrent proposals. Proposify's dashboard shows which proposals are stalled, who's opened them, and which pages need clearer messaging. Teams use this data to coach each other on winning language.
Finance teams need visibility into what's been promised to clients. Proposify centralizes all proposals in one searchable archive, making it easy to spot inconsistent pricing, margin assumptions, or scope creep before deals close.
Quarterly access to product leadership.
Bonus credits redeemable on partner tooling.
We re-verify the offer every quarter so it never goes stale.
Hit the button on this page — opens the partner site in a new tab.
Check your investor or accelerator benefits portal for the Proposify partner code. Y Combinator, Sequoia, and most Tier 1 VCs have codes available.
Renewals stay at the same rate — verified by us, not the vendor.
| Feature | Proposify |
|---|---|
| Free trial | 14 days |
| Cheapest paid plan | $0/mo |
| Annual discount | Up to 25% |
| Refund window | 30 days |
| Setup time | < 1 hour |
| Best for | Founders |
“Premium proposal experience worth the cost for high-value clients”
“Content library keeps proposals consistent across the team”
“Win rate increased 22% after switching to Proposify”
10% off annual plans (up to $300 saved)
10% CASHBACK
Verified offer
Verified offer
20% CASHBACK
15% Discount
Verified offer
Partner pricing via PartnerStack — up to 30% off teams of 15+
