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VerifiedChecked 2026-09-12

Proposify

Proposal software for creating, sending, tracking, and electronically signing sales documents.

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Revenue footprint

Where Proposify fits

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Revenue areas

Primary and supporting use cases
Coverage

Documented jobs

3 distinct jobs across 1 revenue area

StrongCollect signatures ↗

Proposify collects legally binding electronic signatures and provides signature history and audit trails.

Condition: Electronic signatures are listed as available on all reviewed plans.Proposify documentation ↗
StrongPrepare proposals ↗

Proposify creates, customizes, sends, and manages sales proposals using an editor, templates, and reusable content.

Proposify documentation ↗
StrongShare content and track engagement ↗

Proposify shares buyer-facing proposals and reports when prospects open them, what they view, and how they engage with the document.

Proposify documentation ↗

Overview

What Proposify does

Proposify provides proposal creation, reusable content, document tracking, interactive quoting, collaboration, analytics, and electronic signatures.

Proposal editor and templatesReusable content libraryInteractive quotingDocument sending and trackingEngagement notifications and metricsElectronic signaturesClient input formsReports and analyticsCRM, Zapier, automation, and API integrationsApproval workflows on Business

Buying context

Fit and constraints

Best for
Individuals and sales teams that need a repeatable proposal-to-signature workflow.
Relevant constraints
  • Monthly proposal sends are limited by plan.
  • Overage charges apply when monthly send allowances are exceeded.
  • Approval workflows, SSO, API access, multiple workspaces, and some advanced controls are restricted to Business.
  • The reviewed sources do not establish a permanent free tier.
  • Taxes, minimum seats, maximum seats, and commitment requirements beyond stated billing cadence are not fully established.
Evidence status
Vendor documented · checked 2026-09-12

Pricing

Plans and billing

Public USD pricing is available. Basic costs $29/user/month monthly or $19/user/month annually. Team costs $49/user/month quarterly or $41/user/month annually. Business uses custom pricing and starts at $3,900/year. Basic and Team offer a 14-day free trial. Each plan has a monthly send allowance with published overage rates.

Pricing model
Per user · Usage-based
Minimums
Annual commitment
Free access
14-day trial
Last checked
2026-09-12

Basic

$19/user/yrNot stated; USD displayed · 12-month commitment · Self-serve

Official page displays $19/user/month when billed annually; annual total is not stated.

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$29/user/moNot stated; USD displayed · Self-serve

Monthly billing.

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Team

$41/user/yrNot stated; USD displayed · 12-month commitment · Self-serve

Annual billing; official page displays $41/user/month.

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$49/user/moNot stated; USD displayed · Self-serve

Quarterly billing.

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Business

Custom pricingNot stated · Contact sales

Custom pricing; official pricing page states starts at $3,900/year and also presents custom pricing. Monthly send allowance is 75 with $0.75 per overage send.

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List prices can exclude tax, usage charges, onboarding, add-ons, and negotiated discounts. Check the vendor page before buying.

Reviews

Buyer reviews

☆☆☆☆☆No verified rating yet0 verified buyer reviews

RevManic has not ingested a verified review source for this product yet. We do not convert vendor testimonials into star ratings.

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Product references

We reviewed these official vendor documents. Product claims have not yet been independently tested.

  1. Proposal software ↗proposify.com/proposal-softwareVendor documentation
  2. Electronic signature software ↗proposify.com/electronic-signature-softwareVendor documentation
  3. Document tracking software ↗proposify.com/document-tracking-softwareVendor documentation
  4. Pricing ↗proposify.com/pricingVendor documentation

Alternatives

Peers in this market

40
DealHub AISaaS and services revenue teams managing complex deals across sales, RevOps, finance, and legal.GetAcceptTeams that want digital sales rooms and agreement workflows in the same product.PandaDocSales teams that need an integrated proposal, quote, contract, e-signature, and payment workflow.QwilrSales teams needing polished, trackable proposals and streamlined proposal-to-signature workflows.Better ProposalsSales teams, agencies, consultants, and service businesses creating branded proposals with signature and payment workflows.Conga Advantage PlatformEnterprise organizations with complex products, pricing, contracts, approvals, and revenue workflows.ConveyorSaaS and enterprise teams that need to accelerate customer security reviews, trust-center self-service, and RFP response workflows.FlowlaRevenue teams managing complex B2B sales, onboarding, renewals, and stakeholder-heavy buying processes.ZoomforthEnterprise sales, pursuit, marketing, and customer-success teams that need highly branded buyer-facing microsites with engagement tracking and controlled access.Adobe Acrobat SignOrganizations needing electronic agreement execution, signature collection, compliance controls, and integration with business applications.AgiloftEnterprise legal, procurement, finance, sales, and operations teams managing complex contract lifecycles and approval processes.DocuSignIndividuals, sales teams, legal teams, procurement teams, and enterprises that need electronic signing and agreement workflows.Dropbox SignIndividuals and teams that need straightforward electronic-signature collection and document workflow automation.HubSpotSmall to enterprise teams seeking an integrated CRM and broader customer-platform suite, especially organizations combining inbound marketing, sales, and customer-service workflows.Ironclad CLMLegal, procurement, sales, and business teams managing structured contract processes and centralized agreement records.JuroLegal and cross-functional business teams managing recurring contract workflows, including sales, HR, procurement, and finance.LinkSquaresIn-house legal, procurement, finance, and sales teams managing contract creation, negotiation, execution, repositories, obligations, renewals, and contract risk.LoopioProposal, sales, technical, compliance, and security-response teams handling recurring or complex questionnaires and proposals.ResponsiveProposal, sales, legal, security, compliance, and cross-functional response teams handling recurring or complex RFXs and questionnaires.signNowTeams needing repeatable electronic-signature workflows for agreements, approvals, onboarding, and document-based sales processes.SpotDraftIn-house legal teams and business teams managing end-to-end contract workflows, approvals, negotiations, signatures, repositories, and renewals.TribbleEnterprise proposal, security, sales engineering, and revenue teams that need source-grounded, reviewable answers across RFP, DDQ, security-review, and sales workflows.YousignIndividuals, SMEs and teams that need compliant electronic signature workflows for contracts and other business documents, especially in European markets.AlignedSales and customer success teams that want an AI-led workspace across complex deals and onboarding.AllegoEnterprise revenue teams seeking an integrated sales enablement, learning, coaching, content, and conversation-intelligence platform.AlongB2B sales and customer-success teams managing complex deals, buyer collaboration, and customer onboarding.ArcadeProduct marketing, growth marketing, product management, and sales engineering teams creating reusable demos and buyer-facing product content.ArrowsSales and customer-success teams coordinating deal execution, buyer collaboration, and structured customer onboarding.Aviso AIEnterprise and high-growth revenue teams needing forecasting, pipeline inspection, deal intelligence, conversation intelligence, and AI-guided revenue execution across CRM-connected workflows.BigtincanEnterprise customer-facing teams that need governed sales content, seller readiness, buyer engagement, and enablement analytics in one platform.ConsensusB2B presales, sales, marketing, and customer-success teams that need to scale product demonstrations and buyer enablement.DDealCollabHubSpot sales teams managing multi-stakeholder or longer-cycle B2B deals that need a shared buyer workspace and mutual action plan.Demandbase OneEnterprise B2B teams running account-based sales and marketing programs across shared account data and buying signals.DemostackEnterprise software companies with complex products and go-to-market teams that need governed, stable, personalized demos without relying on production environments or continuous engineering support.DockRevenue teams that want sales rooms, onboarding, content management, and enablement in one broader platform.DubbSalespeople, small outbound teams, agencies, consultants, real-estate professionals, recruiters, coaches, and other teams using personalized video to initiate or advance sales conversations.Highspot by SeismicEnterprise go-to-market organizations that need governed sales content, buyer-facing deal collaboration, seller development, engagement analytics, and AI-assisted execution.HummingDeckSmall and mid-market teams that already create content elsewhere and want a lightweight, transparent room workflow.JourneySales teams replacing scattered attachments and links with a single buyer-facing sales experience.LinkedIn Sales NavigatorB2B sellers using LinkedIn for account-based prospecting, relationship mapping and social selling.