9.3
SpotScore
Proposify Review: Is It The Right Proposal Software For Your Team?
Best for SMB teams · Mid-market · Enterprise
Free Trial & Free Plan Available
GDPR
SOC 2Starts from $49 / User / Month, also offers free forever plan
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VidCruiterTrusted by teams including Bang Digital
Overview
Pricing
Features
Buyer feedback
Alternatives
Customers
Media
Security & Compliance
Support
FAQ
Blogs
Spotsaas Analysis for Proposify
Proposify at 4.5/5 from 1,997 reviews and SpotScore 9.3 serves sales managers and business development teams in SMBs who need to create and track proposals without design work. PandaDoc at 4.5/5 from 1,997+ reviews handles larger teams managing document workflows across proposals, contracts, and agreements. Qwilr at 4.5/5 from 1,997+ reviews targets agencies and consultants building interactive, web-based proposals that function as sales tools.
Proposal software replaces manual document creation and email tracking with templated workflows and engagement analytics. The primary metric improved is proposal turnaround time and visibility into buyer engagement.
Quick picks:
What is Proposify?
Proposify's powerful proposal management platform makes creating and managing complex proposals easy and efficient. Proposify enables users to create proposal packages in minutes without writing any code. Proposify is for companies who are tired of manual formatting and sending Excel or Word docs and would like to do away with expensive proposal tools, saving time and money.
Pricing
Starts from $49 / User / Month
Free Trial available
Best For
Suited for small teams, SMBs, and enterprise
Security & Compliance
SOC 2GDPRSSO & MFA supported
Data residency:🇺🇸
Platform
Web + mobile app (iOS & Android)
Proposify Software Demo
Proposify was reviewed internally using user feedback, in-house testing, and market research to assess its performance, reliability, and user experience. Learn how we review products and our evaluation process.
Who should consider Proposify
- Use cases
- Sales teams creating client proposals, Consulting firms managing complex proposals, Agencies needing professional proposal templates
- Team types
- Sales managers, Business development teams
- Company size
- Small Business, Medium Business
- Workflow style
- Simple and streamlined
- Setup complexity
- Low
Why teams choose Proposify
Easy-to-use, professional, and customizable templates that save time
Streamlined proposal creation with real-time insights on engagement
Seamless integrations with billing tools like Stripe and Harvest
Is Proposify right for you?
Best for small to medium sales teams needing quick, professional proposal creation.
Choose Proposify if
- You want no-code, fast proposal package creation with customizable templates.
- Your team values seamless integration with billing tools like Stripe and Harvest.
- You need a simple, streamlined workflow to replace manual Excel or Word proposals.
Consider alternatives if
- You require enterprise-grade, highly complex proposal management features.
- You need extensive free plan features due to budget constraints or startup status.
What buyers should know before shortlisting Proposify
Proposify works best for sales teams and agencies that need to send 5–50 proposals per month with consistent branding. Before shortlisting, verify that your CRM integrates with Proposify—native connectors exist for HubSpot, Salesforce, and Pipedrive, but custom integrations require API access.
Check whether your team needs e-signature capability; Proposify includes basic signing but lacks advanced features like multi-party signing or audit trails that DocuSign or Adobe Sign provide. The main limitation is proposal complexity.
Proposify handles single-document proposals well but struggles with multi-section RFPs or contracts that require conditional logic or version control. If your sales cycle involves back-and-forth revisions with clients, test the collaboration features in a demo—editing happens sequentially rather than in real-time, which can slow down fast-moving deals.
Pricing scales by user seats ($49–$99/month per user), so teams larger than 10 people should model costs against flat-rate alternatives like PandaDoc. In your demo, ask about template import from Word or PDF—Proposify requires manual recreation of existing templates, which takes 2–4 hours per template depending on complexity.
Confirm analytics granularity: Proposify tracks opens and views but not individual section engagement or time spent on specific pages. If you need to measure which proposal sections drive decisions, you'll need a workaround or different tool.
Also verify your contract terms with your current proposal tool—some have data export restrictions that could delay migration.
Proposify pros and cons
- Proposify pros
Easy-to-use, professional, and customizable templates that save time
Streamlined proposal creation with real-time insights on engagement
Seamless integrations with billing tools like Stripe and Harvest
- Proposify cons
Editor tool can be finicky and cumbersome during proposal creation
Per user pricing may be considered expensive by some users
Ready to try it?
Get started with Proposify
Start your free trial — no credit card required.
Still comparing?
See how it stacks up
Compare Proposify side-by-side with top Proposal Software alternatives.
What is the pricing of Proposify?
Proposify Pricing Plans
Free
5 Active Documents
1 User
Interactive Quoting
Notifications
Content Library
Show more +
Team Plan
$49
/User/Month
Includes features of Free plan, plus
Unlimited Documents
Standard Integrations
Custom Fields & Variables
Client Input Forms
Show more +
Business Plan
$590
/Month
Includes features of Team plan, plus
10 Users Included
Salesforce Integration
Approval Workflow
User Roles & Permissions
Show more +
Weighing your options?
Not sure if Proposify fits your budget?
Proposify reviews and ratings
Buyer sentiment
Overall positive sentiment with praise for ease of use and template customization, tempered by some concerns about editor usability and pricing.
What buyers like
- Ease of use
- Template customization
- Integration with billing tools
Common complaints
- Editor usability issues
- Pricing concerns
Are you using Proposify?
What users are saying
CH
Chris H
02/16/24
"Easy to use"
What do you like best about Proposify? Propisfy is very easy to use. I love the templates that are already created. I appreciate that everything is ...
Read more
JB
John B
11/24/23
"Proposal Writing - the Easy and Professional Way"
What do you like best about Proposify? Ease of use - right "out of the box", Proposify is very easy to use. I hate reading "how-to" guides or watching ...
Read more
LH
Lewis H
11/08/23
"Simple, Sleek, and Successful!"
What do you like best about Proposify? For our business, the best part of Proposify is being able to control and approve the proposals our staff send ...
Read more
AU
Anonymous User
09/11/23
"Makes life easier for Marketing, too"
What do you like best about Proposify? Proposify simplifies crafting compelling, visually appealing proposals, even if you don't have graphic design ...
Read more
MJ
Megan J
08/25/23
"Templates Easy to Customize and Push Out Proposals"
What do you like best about Proposify? I love that I can develop templates customized to my business and voice that are easy to read and adapt to ...
Read more
CV
Chris V
08/14/23
"My experience has been very positive."
What do you like best about Proposify? The proposal is professional-looking and can be tailored to the customer in content and photos from the ...
Read more
- See if Proposify fits your business
- Real pricing — no sales pressure
- A demo or quick answers, your call
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What are the features of Proposify?
The access control structure is a crucial characteristic that distinguishes a digital asset management system from other storage systems. Yo…
Alert Notifications are an essential feature of software that provide users with real-time updates and important information. These notifica…
The approval workflow is a standard corporate procedure in which data must be signed off at a given point. Approval procedures necessitate v…
CRM integration is a vital feature found in most modern software programs that helps businesses streamline their customer relationship manag…
Collaborative editing is a powerful feature that allows multiple users to work together on a single document or project in real-time. This f…
Contact management refers to keeping, organizing, and managing information about your customers, prospects, and sales leads. In its most bas…
Customer Pipeline is a feature that is designed to facilitate the management of customer relationships for businesses. It refers to a struct…
To improve attraction, brands are turning to individualized branding tactics. Brands are putting more power in the hands of consumers than e…
Document Analytics is a powerful software feature that provides users with insights into the content and structure of documents. It uses adv…
Document Audit Trail is a vital feature of software systems, designed to track and record any changes made to a document throughout its life…
A document library is a safe place to keep files that you and your coworkers can effortlessly search, collaborate on, and access from any de…
PDF Export is a widely used software feature that allows users to convert digital documents or files into PDF format. This feature has becom…
A legal means of obtaining permission or approval on electronic documents or forms is to use an electronic signature, often known as an e-si…
Proposify security and data handling
Key compliance certifications and security features for IT and security teams evaluating Proposify.
Certifications
Security features
Developer & data
Alternatives to Proposify
Proposify Customers
Bang Digital
ORLO
Yellowstone
Umault
VidCruiter
360clean
ByteCheck
nucleus
JAN PRO
Dimensional Innovations
Proposify Support Options
Frequently Asked Questions About Proposify
Common questions buyers ask before choosing Proposify.
Proposify is a Proposal Software. Proposify offers PDF Export, Collaborative Editing, Document Analytics, Document Audit Trail, CRM Integration and many more functionalities.
Proposify is a strong fit if: You want no-code, fast proposal package creation with customizable templates.; Your team values seamless integration with billing tools like Stripe and Harvest.. Consider alternatives if: You require enterprise-grade, highly complex proposal management features.; You need extensive free plan features due to budget constraints or startup status..
Buyers commonly note the following limitations of Proposify: Editor tool can be finicky and cumbersome during proposal creation; Per user pricing may be considered expensive by some users; Occasional glitches or loading errors when editing or viewing proposals.
Some top alternatives to Proposify includes PandaDoc, Better Proposals, Qwilr, Proposable and QorusDocs.
Proposify offers Free Trial, Freemium, Subscription pricing models
The starting price of Proposify is $49/User/Month
Ready to try it?
Get started with Proposify
Start your free trial — no credit card required.
About the reviewer
Rajat Gupta is the founder of Spotsaas. Over the past two years, he has reviewed 2,000+ tools across CRM, HR, AI, and finance — applying hands-on product research and a background in commerce and the CFA program to evaluate software through a business and ROI lens. His goal: help teams make software decisions they won't regret.
Disclaimer: This research has been collated from a variety of authoritative sources. We welcome your feedback at [email protected].