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Proposify

Unclaimed

By Proposify Inc.

Proposify is a web-based proposal management platform for sales teams.

proposify.com ↗Structured profile ↗

Prepared by Scribble from public sources.

Reviewed public sources (8)

Snapshot

Continue to About ↓
What it does
  • Proposify is a web-based proposal management platform for sales teams.
More detail
  • It lets teams build branded, reusable proposal, quote and contract templates with a drag-and-drop editor, populate them from CRM data, route them through approval workflows, collect e-signatures, and track how prospects engage with each document.
Best for
  • B2B sales, marketing and operations teams that send proposals regularly and want consistent branded documents, pre-approved content, e-signature and visibility into prospect engagement.
More detail
  • Also suited to franchises and multi-location businesses that need separate workspaces.
Pricing
  • Tiered per-user subscription with limits on client sends; no monthly subscription means no charge, and the free trial is 14 days with no credit card.
More detail
  • Plan names conflict across official pages: the pricing page lists Build, Grow and Scale, while the homepage feature table and a support article use Ba
Main limitation
  • Teams that send only a few simple proposals; Proposify's own guidance says a reusable template and basic e-signature tool may be enough.
More detail
  • Also a poor fit for buyers who need roles, SSO, API access or multiple workspaces at a publicly listed price, since those sit in the top Scale tier with a large annual platform fee.
Record
Living and monitored
Reviewed
Evidence
Public web research

About

  • Proposify is a web-based proposal management platform for sales teams.
  • It lets teams build branded, reusable proposal, quote and contract templates with a drag-and-drop editor, populate them from CRM data, route them through approval workflows, collect e-signatures, and track how prospects engage with each document.

What it helps with

Capabilities

A practical view of what is available and where limitations apply.

OfferingAvailableDetail
Drag-and-drop document editor YesBuild branded proposals, quotes and contracts; embed images and video from YouTube, Vidyard and Wistia.
E-signatures YesVendor states legally binding e-signatures are available on all plans.
CRM-populated fields and variables YesPull contact and deal data from integrated CRMs; lock elements so reps cannot edit them.
Approval workflows YesTrigger approvals by deal size, discount size or custom criteria; availability by plan should be confirmed.
Document engagement analytics YesOpen notifications and per-section time tracking, with exportable reports.
Interactive quoting YesBuyers can adjust quantities and add optional add-ons in the document.
Salesforce and HubSpot integrations YesNative integrations named by the vendor; Salesforce managed package is a paid add-on.
API access LimitedOffered, but the vendor places advanced roles, SSO, API access and multiple workspaces in the top Scale tier.
AI writing and MCP server YesVendor describes an AI writing widget and an MCP server for Claude workflows; independent verification not reviewed.
Free trial Yes14 days, no credit card required, per the vendor.

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  • The owner has not manually confirmed every field.
Last reviewed
Primary source
proposify.com
Technical profile details
Record ID3446e091-07ed-4a54-8a04-46a805350b02Canonical URLhttps://profiles.scribble.network/listing/proposify-3446e091