Marketing · CRM & Sales

Proposify

Automates proposal creation, tracking, and client collaboration for businesses.

Our take: Proposify gives sales teams a drag-and-drop proposal editor, a content library, interactive quoting, e-signatures on every plan and notifications when a client opens a document, with a timeline of time spent per section.

Best forSales proposals and quotes

ReviewedOct 2026Paid

7.05 criteria · see breakdown

Try ProposifyFrom $19/user/mo (annual) or $29 monthly

Proposify is software for creating, sending, tracking and e-signing sales proposals, quotes and contracts. It suits sales teams, agencies and service businesses. Basic costs $19 per user a month billed annually or $29 billed monthly, Team costs $41 annually or $49 quarterly, and both have a 14-day free trial with no credit card.

The bottom line

The go-to proposal tool for sales teams who send deals frequently and need trackable, branded docs with e-signatures.

Our score

Reviewed by the Conversion Gems editorial team. Hover a facet to focus it; click to pin.Tap a facet to focus it.

Community ratings

Shown for context only. Our score is independent.

4.6

1,100+ reviews

Capterra

4.0

290+ reviews

4.5 / 5 aggregate · across 2 sources

Third-party ratings shown verbatim; aggregate weighted by review volume.

What it is, and why we rate it

One line each. Open a row for detail.

What it really isProposify — proposal automation software for sales teams and agencies.

Our takeProposify gives sales teams a drag-and-drop proposal editor, a content library, interactive quoting, e-signatures on every plan and notifications when a client opens a document, with a timeline of time spent per section.

Team adds CRM integrations, automations, metrics and a pricing catalog; Business adds roles and permissions, approval workflows, SSO, API access and multiple workspaces. Each plan has a monthly send limit with overage fees.

Why we rate itProposify occupies a sweet spot between ad-hoc Word-doc proposals and full CPQ suites.

Its drag-and-drop editor, content library, and per-section engagement analytics give sales reps a genuine edge without requiring IT involvement.

The catchMonthly send limits (10 on Basic) and overage fees can catch high-volume senders, CRM integrations start at Team, and the Salesforce managed package is a paid add-on.

Best / not good for

Best for

Sales teams needing branded, trackable proposals at scale
Agencies managing multi-section proposals with client collaboration
SMBs wanting e-signatures without investing in a full CPQ platform

Not good for

High-volume solo senders who will hit Basic's 10-send-per-month cap
Teams needing native Salesforce integration without paying add-on fees
Enterprises requiring complex approval workflows below Business tier pricing

Trade-offs

Friction report

Trade-offs to know before signing up.

Time to value
Fast: 14-day trial requires no credit card; first proposal can be sent within an hour using built-in templates.
Scale breakpoint
Per-seat pricing plus monthly send limits and overage fees ($0.30 to $0.75 per send) make costs harder to predict as teams grow.
Walled garden
Moderate: proposals live in Proposify; PDFs are exportable but dynamic tracking and e-sig workflows remain platform-locked.

Still a fit?

If none of these block you, try it on the official site.

Try Proposify

Proposify pricing

Plan	Price	Sends included	Highlights
Basic	$19/user/month billed annually; $29 monthly	10 a month, then $0.50 each	Editor, e-signatures, document tracking, content library
Team	$41/user/month billed annually; $49 billed quarterly	30 a month, then $0.30 each	Integrations and automations, metrics, custom fields, pricing catalog
Business	From $3,900/year	75 a month, then $0.75 each	Roles and permissions, approval workflows, SSO, API, multiple workspaces
Enterprise	Custom	Custom	Contact sales

From Proposify's pricing page, checked 3 October 2026. Basic and Team have a 14-day free trial with no credit card. The page's comparison table also lists sends as unlimited; we show the send-limit table.

A look inside

Frequently Asked Questions

How much does Proposify cost?Does Proposify have a free trial?Can Proposify track when clients view a proposal?Does Proposify limit how many proposals I can send?

How much does Proposify cost?

Basic is $19 per user a month billed annually or $29 monthly. Team is $41 per user a month billed annually or $49 billed quarterly. Business starts at $3,900 a year (checked 3 October 2026).

Does Proposify have a free trial?

Yes. Basic and Team come with a 14-day free trial, and no credit card is required.

Can Proposify track when clients view a proposal?

Yes. You get email notifications when a prospect views your document, and analytics show when each recipient opened it and how long they spent on each section.

Does Proposify limit how many proposals I can send?

Yes. Basic includes 10 sends a month, Team 30 and Business 75, with overage fees after that. Drafting and editing are unlimited; sends count only when a client receives the proposal.

Proposify alternatives

Other proposal and document tools from our reviews:

Showing 1–3 of 3

Sources checked October 3, 2026: Proposify pricing, Proposify homepage.

Conversion Gems independently reviews every tool.