Proposify

Name: Proposify
Price: 228 USD
Author: Proposify

Free trial APIiPhoneWeb

What Proposify is

Proposify is a web app for sales teams to create, send, track and close customized, interactive proposals. Its drag-and-drop editor supports text, images, video, tables and shapes. Interactive quotes let buyers choose optional fees or enter their own quantities. Document analytics show when recipients open proposals and how long they spend in each section. Documents can be legally e-signed on all plans, and the service supports online payment collection, custom branding and CRM integrations. Document creation is unlimited, but monthly sending allowances vary: Basic includes 10 sends, Team 30 and Business 75. Proposals are created and sent through the web app; an iOS companion app monitors proposal activity. A 14-day trial includes Team plan features and does not require a credit card. Basic annual is $19 a year, billed annually at $19/user/mo; Basic monthly is $29 a month, billed monthly at $29/user/mo. Team quarterly is $49 a month, billed quarterly at $49/user/mo. Proposify states that proposals use encrypted links and 256-bit SSL security and that it is GDPR compliant and SOC 2 Type 2 certified.

Who it suits

It is aimed at sales teams preparing customized proposals. Basic is described for individuals and small teams, while Team is for growing teams needing CRM integration.

What it does well

Unlimited document creation on all plans
Legally e-sign documents on all plans
Interactive quotes support optional fees and quantities
Tracks opens and time spent in document sections
14-day trial includes Team features

What to know first

Basic includes 10 sends per month
Team includes 30 sends per month
Proposals are created and sent through the web app
Processed payments are not refunded

Limits

Basic includes 10 sends per month, with a $0.50 per-send overage, and Team includes 30 sends per month, with a $0.30 per-send overage. Business includes 75 sends per month and a $0.75 per-send overage; all plans allow unlimited document creation.

Plans

Plan	Billed and limits	Price
Business	custom · 75 sends/month · $0.75 per-send overage · starts at $3,900/year · custom pricing available	On request
Basic	$228.00 per user per year (= $19.00 per user/month, billed annually) · 10 sends/month · $0.50 per-send overage · unlimited documents	$228 a year
Team	$492.00 per user per year (= $41.00 per user/month, billed annually) · 30 sends/month · $0.30 per-send overage · unlimited documents	$492 a year
Enterprise	custom · Custom sends/month · custom overage rate	On request
Basic annual	billed annually at $19/user/mo	$19 a month
Basic monthly	billed monthly at $29/user/mo	$29 a month
Team quarterly	billed quarterly at $49/user/mo	$49 a month
Free trial	—	On request

As proposify.com lists them, read 28 Sept 2026. The maker's own page has the final word.

Getting started

Open the Proposify website.
Start the 14-day trial, which requires no credit card, or choose a paid plan.
Use the web app in Chrome, Firefox, or Safari to create proposals.
Customize templates and proposal content to your brand.
Send proposals through the web app; use the iOS app to monitor activity.

Verdict

Proposify combines proposal editing, interactive quotes, tracking, signatures and payment collection. Compare monthly send limits with your expected volume before selecting a plan.

Questions

Is there a free plan?

No. Proposify offers a 14-day free trial, with Team plan features and no credit card required.

How much does Proposify cost?

Basic annual is $19/user/mo billed annually. Basic monthly is $29.00 per month, and Team quarterly is $49.00 per month.

Which platforms does Proposify support?

It offers a browser-based web app and an iOS companion app. Its listed platforms also include API.

Can clients sign and pay through proposals?

Yes. All plans support legal e-signatures, and Proposify supports online payment collection.

What integrations are available?

Listed integrations include Salesforce, HubSpot, Stripe, QuickBooks, Slack, and Zapier, among others. Proposify also provides API access.

Who makes Proposify?

The company is Proposify Inc., founded in 2013 and headquartered in Dartmouth, Nova Scotia, Canada.

Facts from Proposify's own pages

Analytics and reporting: Yes · proposify.com, 21 Sept 2026
API: Proposify provides API access for integrating with external systems and enhancing customization. · proposify.com, 28 Sept 2026
Audience: The Basic plan is for individuals and small teams, while the Team plan is for growing teams that need CRM integration. · proposify.com, 28 Sept 2026
Brand customization: Templates, documents, domains, and proposal content can be customized to a brand. · proposify.com, 27 Sept 2026
Browser platform: Proposify is a web app that runs in a browser and actively supports Chrome, Firefox, and Safari for editing. · legacy-support.proposify.com, 28 Sept 2026
Client tracking: Users can see when prospects view documents and track time spent in sections. · proposify.com, 27 Sept 2026
Collaborator seats: Basic includes 1, Team includes 3, and Business includes 5 collaborator seats. · proposify.com, 27 Sept 2026
Company identity: The page identifies the company as Proposify Inc. · proposify.com, 27 Sept 2026
CRM integrations: Yes · proposify.com, 21 Sept 2026
Custom branding: Yes · proposify.com, 21 Sept 2026
Editor: Its drag-and-drop editor supports text, images, video, tables, and shapes. · proposify.com, 28 Sept 2026
Built-in e-signatures: Yes · proposify.com, 21 Sept 2026
E-signatures: All plans allow documents to be legally e-signed. · proposify.com, 28 Sept 2026
E-signatures: All plans allow documents to be legally e-signed. · proposify.com, 27 Sept 2026
Founded: 2013 · proposify.com, 23 Sept 2026
Free plan: No · proposify.com, 21 Sept 2026
Free trial: The trial lasts 14 days and does not require a credit card. · proposify.com, 27 Sept 2026
Integrations: The integrations directory lists CRM, payment, invoicing, collaboration, file, forms, project-management, and other integrations, including Salesforce, HubSpot, Stripe, QuickBooks, Slack, and Zapier. · proposify.com, 28 Sept 2026
Interactive quoting: Buyers can choose optional fees or add their own quantities in interactive quotes. · proposify.com, 28 Sept 2026
Mobile app: Proposify offers an iOS mobile companion app for monitoring proposal activity, while proposals are created and sent through the web app. · proposify.com, 28 Sept 2026
Online payment collection: Yes · proposify.com, 21 Sept 2026
Payment compliance: Stripe processes Proposify payments and is PCI Service Provider Level 1 certified. · proposify.com, 28 Sept 2026
Supported platforms: The page mentions Salesforce, Okta, Azure, YouTube, Vidyard, Wistia, and Zapier integrations. · proposify.com, 27 Sept 2026
Purpose: Proposify lets sales teams create, send, track, and close customized, interactive proposals. · proposify.com, 28 Sept 2026