Global Tool Radar

Sales & CRM / Proposal Management Software

Proposify Review, Pricing, Pros & Cons

Proposify is proposal management software for building branded sales documents, reusing approved content, presenting interactive pricing, managing approvals, tracking recipient engagement, collecting signatures, and connecting CRM workflows.

Research by Global Tool Radar Research SystemEvidence checked: Aug 9, 2026AI-assisted · No Global Tool Radar hands-on testView research methodology
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Buying snapshot

Quick buying snapshot

A compact view of who this tool fits, what it costs, and what to confirm before choosing it.

Best for
  • A sales team needs consistent branded proposals with reusable templates and approved content: Proposify publishes a template editor, content library, reusable sections, snippets, variables, and permissions.
  • Recipients should be able to interact with pricing, sign, and trigger payment in the proposal experience: Proposify publishes interactive quoting, native e-signatures, and Stripe payment collection after sign-off.
More buying conditions
  • The proposal process needs CRM data and recipient engagement visibility: Team adds integrations, automations, and document analytics; the product page names Salesforce and HubSpot CRM workflows.
Not for
  • The organization must avoid usage-based send limits and overage charges: Every published plan has a monthly client-send allowance and either a stated or custom overage model.
  • The primary need is legal-led contract lifecycle management after signature: The verified scope emphasizes sales proposals, quotes, contracts, tracking, signature, and sales workflow rather than complete post-signature obligation management.
Pricing
  • Per-user subscription with monthly, quarterly, or annual billing depending on plan, monthly client-send allowances, and per-send overage charges
  • Basic · $29 USD · per user · per month · Basic monthly billing · billed monthly · minimum 1 user · Monthly billing state
Free or trial access
  • 14 days on Team features; no credit card required

Product scope

Product functionality and purchase scope

Proposify is proposal management software for authoring branded sales documents, reusing approved content, presenting pricing, managing internal controls, tracking recipient engagement, collecting electronic signatures, and connecting CRM and payment workflows.

Product checked: Aug 9, 2026

Functionality reviewed
  • Proposify Basic, Team, and Business plans
  • Proposal, quote, contract, and agreement creation, sending, tracking, and electronic signature
  • Templates, content library, interactive quoting, pricing library, permissions, approvals, and recipient analytics when included in the selected plan
  • CRM, invoicing, payment, automation, and API connections where included and configured
  • Business onboarding and support options when purchased or included in the quoted package
Non-target functionality excluded from scoring
  • Salesforce, HubSpot, Stripe, invoicing products, and other third-party systems connected to Proposify
  • Third-party processing fees, CRM subscriptions, taxes, implementation, design services, and customer-specific onboarding
  • A legal-led contract lifecycle management platform centered on complex clause negotiation, obligations, and post-signature lifecycle management
  • An unlimited-send commercial model because every published plan has a monthly client-send allowance

Buying attributes

Comparable purchase facts

Structured facts selected for this software category and supported by the linked public evidence.

Proposal authoring
Document editor

Client sharing is governed by monthly send allowances even though document drafting and editing are unlimited.

View source
Reusable content library
Yes

The product supports reusable templates, sections, snippets, and images; exact lower-plan gating is not reliably preserved in the captured comparison matrix.

View source
Pricing tables and calculations
Interactive options

Interactive quoting supports buyer-selected quantities and optional fees; exact plan availability is not reliably preserved in the captured comparison matrix.

View source
Approval workflows
Yes

Business explicitly adds roles and permissions; exact approval-workflow availability on Basic and Team requires confirmation.

View source
Electronic signature
Native

All plans include electronic signatures, while client sends remain subject to plan allowances and overage charges.

View source
Recipient engagement analytics
View tracking

Basic includes document tracking and notifications; section-time document analytics begin on Team and continue on Business.

View source
Recipient engagement analyticsTeam
Section analytics

Team and Business provide section-level document analytics; Basic is limited to tracking and notifications.

View source
CRM workflow integrationTeam
Field sync

Team and Business; exact field mapping and workflow depth depend on the selected CRM and connector.

View source
Payment collectionStripe
One time

Payment is collected through Stripe after proposal sign-off; exact Proposify plan availability, processor fees, and regional eligibility require confirmation.

View source

Pricing plans

Proposify pricing table

Pricing checked: Aug 9, 2026

Official factConfidence 100%1 linked source

Proposify lists Basic at $29 USD per user per month billed monthly or $19 USD per user per month billed annually, Team at $49 USD per user per month billed quarterly or $41 USD per user per month billed annually, and Business starting at $3,900 USD per year. Basic, Team, and Business include 10, 30, and 75 client sends per month with different per-send overage rates.

Official pricing page
Pricing cautions
  • Client sends are metered: Basic, Team, and Business include 10, 30, and 75 sends per month and charge $0.50, $0.30, and $0.75 USD respectively for additional sends.
  • Plan-card wording and usage rules differ: The plan cards use unlimited-send wording, while the detailed usage section defines included sends and overage charges; buyers should budget from the usage table.
  • Business is a starting price and custom package: The public amount starts at $3,900 USD per year; final users, onboarding, support, terms, and included capabilities may vary by quote.
  • Connected services can add separate costs: CRM, Stripe, invoicing, and automation services may require their own subscriptions or transaction fees.
PlanPriceKey differencesBest for
BasicProposify Basic plan
  • $29 USD · per user · per month · Basic monthly billing · billed monthly · minimum 1 user · Monthly billing state
  • cancel anytime is stated on the pricing page.
  • $19 USD · per user · per month · Basic annual billing · discounted · billed annually · minimum 1 user · Annual billing state
  • the page presents annual billing as up to four months free.
  • Included client sends: 10 document sends per month; Drafting, editing, and internal collaboration remain unlimited; a send is counted when a proposal is shared with a client.
  • Core proposal completion: Unlimited document creation, electronic signatures, document tracking, and notifications; Client sends remain subject to the monthly allowance and overage rate.
Individuals and small teams that need proposal sending, tracking, and electronic signatures without CRM integrations.
TeamProposify Team plan
  • $49 USD · per user · per month · Team quarterly billing · billed quarterly · minimum 1 user · Quarterly billing state
  • cancel anytime is stated on the pricing page.
  • $41 USD · per user · per month · Team annual billing · discounted · billed annually · minimum 1 user · Annual billing state
  • the page presents annual billing as up to four months free.
  • Included client sends: 30 document sends per month; Unused sends roll over according to the pricing FAQ; additional sends incur the published overage rate.
  • Team proposal workflow: Document analytics, integrations and automations, and custom fields and variables; Exact integration and automation scope depends on the connected system.
Growing teams that need CRM integrations, document analytics, automation, and custom fields or variables.
BusinessProposify Business plan
  • $3900 USD · per subscription · per year · Business starting annual package · starting at · billed annually · Starts at $3,900 USD per year
  • final package is designed with sales.
  • Included client sends: 75 document sends per month; Additional sends incur the published Business overage rate unless the quoted package states otherwise.
  • Business governance and scale: User roles and permissions, SSO, API access, multiple workspaces, and onboarding options; The final package is custom and exact onboarding or support scope requires confirmation.
Organizations that need roles, permissions, SSO, API access, multiple workspaces, and premium onboarding or support.

Plan upgrade triggers

Verified plan boundaries that can change the required edition.

Basic Team

Need CRM integrations, document analytics, automations, custom fields, or more included client sends.

Team Business

Need custom roles and permissions, SSO, API access, multiple workspaces, premium onboarding, or a larger send allowance.

License calculator

License cost scenarios

Adjust the license quantity to compare public recurring rates across the available plans.

PlanPriceMonthly equivalent12-month license-rate estimate
BasicBasic monthly billing$29.00 USD / user / month$145.00 USD$1,740.00 USD

License-rate calculation only. It excludes implementation, migration, training, support, taxes, add-ons, usage charges, and negotiated discounts unless they are explicitly included in the displayed public rate.

What is included, connected, or sold separately

Product scope

What is included, connected, or sold separately

Material capabilities are separated by their verified relationship to the target product.

Proposal and quote automationIncluded capability

All published plans support proposal creation and sending, subject to client-send allowances.

Plan: Basic: Included · Team: Included · Business: Included
Official source
Stripe payment collectionNative integration

The exact-product page establishes Stripe payment collection, but the captured pricing table does not reliably preserve exact plan availability.

Stripe
Official source
Approval workflowsPlan-dependent capability

Approval workflows are an exact-product capability; Business explicitly adds roles and permissions, while the public extraction does not reliably bind approval workflow availability to Basic or Team.

Plan: Business: Included
Official source
CRM integrationsPlan-dependent capability

Team is explicitly positioned for CRM integration and Business includes Team capabilities.

Plan: Team: Included · Business: IncludedSalesforce, HubSpot, and other CRM products
Official source
How the score is calculated

Scoring method

How the score is calculated

The score uses the category-specific buying dimensions below and their displayed weights.

This page is based on public product information, official sources, structured feature data, and multi-model AI evaluation. It is not a hands-on lab test unless explicitly stated. Confidence percentages describe our research indicators, not the probability that a claim is true or a measured accuracy rate.

Evidence confidence
85%
AI claim confidence
99%
Required-field evidence status
100%
Evidence freshness
54%
Field traceability
100%
Model agreement
93%
Why this confidence level
  • Evidence confidence uses source level and claim-to-source support; AI claim confidence is shown separately.
  • Required-field evidence status measures whether weighted required claims have evidence links; it does not mean every product behavior was independently verified.
  • 8 of 8 weighted claims have evidence links.
  • 2 A1 documentary official sources and 2 A2 official product sources are linked.
  • 3 independent review sources are retained, including 0 professional sources with an explicit hands-on method.
  • 4 weighted claims are past the review window.
  • No blocking evidence conflict was identified.
Proposal creation and content management20%
87

The product provides a rich-media drag-and-drop editor and a reusable library of templates, sections, snippets, images, fields, and variables with unlimited drafting and editing, while client sharing remains governed by plan send allowances.

Pricing and commercial flexibility15%
73

Interactive quoting lets buyers adjust quantities and optional fees with real-time price updates and centrally managed pricing content, though post-signature payment collection depends on Stripe and exact plan packaging should be confirmed.

Buyer experience and engagement analytics14%
77

All plans include document tracking and notifications, while Team and Business add section-level analytics that show opens and time spent per section for more detailed engagement follow-up.

Collaboration and approvals13%
74

Collaborators, comments, and approval workflows with editing and sending privileges are supported, yet Business is the plan that explicitly adds roles and permissions, so lower-plan approval depth needs buyer confirmation.

Acceptance and electronic signature12%
91

Proposify includes native electronic signatures on all plans, so buyers can cover proposal acceptance and signature collection without a separate signature product; the score is slightly below the maximum because client sends still remain subject to plan allowances and overage charges.

CRM and workflow integrations11%
74

Team and Business support CRM field-sync integrations with Salesforce, HubSpot, and other systems plus automations, while Basic does not include those CRM workflow capabilities.

Governance, security, and scale9%
77

Proposify Business includes user roles and permissions, SSO, API access, multiple workspaces, and onboarding options, which supports governance for larger organizations; the score is not higher because the package is custom and the exact onboarding or support scope requires confirmation.

Implementation, usability, and support6%
66

A 14-day trial with Team features and no credit card lets buyers test core workflows, and Business offers onboarding options, yet exact support scope and lower-plan enablement details remain package-dependent.

Public review signals

Proposify has positive exact-product aggregates across three public review sources.

Reviewers frequently value professional-looking reusable proposals, consistent branding, electronic signatures, and engagement tracking. Recurring concerns focus on editor and formatting friction, occasional glitches, setup effort for polished templates, and usage or pricing constraints.

Public review signals updated: Aug 9, 2026

Commonly reported strengths

  • Reusable templates help teams produce consistent, professional proposals quickly.
  • The recipient signing and proposal-tracking experience is widely valued.
  • Users appreciate the product's focus on proposal creation and sales-document workflows.

Commonly reported concerns

  • Some reviewers find document editing and formatting clunky or inconsistent.
  • Initial template setup can require meaningful effort before the workflow becomes efficient.
  • Glitches, send limits, or plan costs can create friction for some teams.
Capterra4.4/5
Review count
299 reviews
Source context
Proposify on CapterraExact product
View sourceHistory baseline established: Aug 9, 2026
G24.6/5
Review count
1.1k reviews
Source context
Proposify on G2Exact product
View sourceHistory baseline established: Aug 9, 2026
TrustRadius8.8/10
Reviews and ratings
51 reviews and ratings
Source context
Proposify on TrustRadiusExact product
View sourceHistory baseline established: Aug 9, 2026
Score79
Pricing modelPer-user subscription with monthly, quarterly, or annual billing depending on plan, monthly client-send allowances, and per-send overage charges
Use caseProposal and quote automation, Approval workflows
Company sizeSmall business, Mid-market, Enterprise
Structured tags

Proposify tag profile

Company size
  • Small business
  • Mid-market
  • Enterprise
Use case
  • Proposal and quote automation
  • Approval workflows
Integration ecosystem
  • HubSpot
  • Salesforce
Key features

Proposify core capabilities

  • Rich-media drag-and-drop proposal editor
  • Reusable templates, sections, snippets, images, fields, and variables
  • Interactive quoting and centrally managed pricing content
  • Permissions, collaborators, comments, and approval workflows
  • Native electronic signatures, reminders, and expiration notifications
  • Document open notifications and section-level recipient analytics
Detailed strengths and purchase cautions
Pros

Why it is worth considering

  • Basic includes unlimited document creation, electronic signatures, document tracking, and notifications, which supports proposal sending and follow-up for small teams.
  • Team adds document analytics, integrations and automations, and custom fields and variables, which supports teams that want more controlled proposal workflows and CRM-connected use cases.
  • Business adds user roles and permissions, SSO, API access, multiple workspaces, and onboarding options, which supports multi-team governance and administration needs.
Cons

What to confirm before buying

  • Basic is limited to 10 client sends per month, and additional sends are metered.
  • CRM workflow integrations are not part of Basic and begin with Team.
  • Business is quoted as starting at $3,900 USD per year, and the final package is designed with sales.
Cross-model buying perspectives

Multi-AI review

Cross-model buying perspectives

Multiple AI models assess this tool against the same buying criteria, so you can compare scores, confidence, fit, cautions, and final views.

AI assessment updated: Aug 9, 2026

Score comparisonxAIGPTRange
Proposal creation and content management88862
Pricing and commercial flexibility826319
Buyer experience and engagement analytics80746
Collaboration and approvals76724
Acceptance and electronic signature90911
CRM and workflow integrations78708
Governance, security, and scale72819
Implementation, usability, and support70628
Where models differ
  • Pricing and commercial flexibility: 63–82 (19-point range)
  • Governance, security, and scale: 72–81 (9-point range)
  • CRM and workflow integrations: 70–78 (8-point range)
xAIAI-assisted buyer perspective80

Proposify fits sales teams that need branded proposal authoring, reusable content, interactive pricing, native e-signature, and metered client sends, with CRM analytics and governance available on higher plans that must be matched to send volume and integration needs.

Review confidence
80/100
Model details
Strengths
  • A rich-media drag-and-drop editor plus a content library of templates, sections, snippets, images, fields, and variables lets teams draft unlimited branded proposals while governing client sharing through monthly send allowances.
  • Interactive pricing tables let recipients adjust quantities and optional fees in real time and see updated totals, supporting configurable commercial offers inside the document.
  • Native electronic signatures, reminders, and expiration notifications are included on every plan so signed acceptance does not require a separate e-sign product for standard proposals.
  • Team and Business add section-level recipient analytics and CRM field-sync integrations that can keep proposal data aligned with Salesforce, HubSpot, and similar systems.
Cautions
  • Client sends are metered at 10, 30, and 75 per month on Basic, Team, and Business respectively, with published per-send overage charges that must be budgeted when volume exceeds the allowance.
  • CRM integrations, automations, custom fields or variables, and section-level document analytics start on Team rather than Basic, so lowest-plan buyers cannot assume those workflows.
  • Business pricing starts at $3,900 USD per year and is scoped with sales, so final users, onboarding, support, and included governance capabilities are not fully self-serve or publicly fixed.
  • Payment collection relies on a Stripe integration after sign-off, which can introduce processor fees and regional eligibility constraints that need separate confirmation.
GPTAI-assisted buyer perspective75

Proposify fits teams that need branded proposal creation, tracked sharing, signatures, and optional CRM-connected workflow features, while the main buying check is the monthly client-send allowance and which plan unlocks the analytics or integration depth you need.

Review confidence
75/100
Model details
Strengths
  • Basic includes unlimited document creation, electronic signatures, document tracking, and notifications, which supports proposal sending and follow-up for small teams.
  • Team adds document analytics, integrations and automations, and custom fields and variables, which supports teams that want more controlled proposal workflows and CRM-connected use cases.
  • Business adds user roles and permissions, SSO, API access, multiple workspaces, and onboarding options, which supports multi-team governance and administration needs.
Cautions
  • Basic is limited to 10 client sends per month, and additional sends are metered.
  • CRM workflow integrations are not part of Basic and begin with Team.
  • Business is quoted as starting at $3,900 USD per year, and the final package is designed with sales.

Research transparency

How this page was researched

A compact record of the evidence used, what was not tested, and which conclusions still need verification.

Official sources
4
Broad product review sources
3
Marketplace and app-store sources
0
Editorial sources
0
Latest evidence check
Aug 9, 2026
Research basis

Global Tool Radar generated this assessment from structured facts linked to public sources. No Global Tool Radar hands-on test is recorded in this page's research data. Any external hands-on assessment is identified separately and does not affect the Global Tool Radar score.

Conflict handling

No unresolved evidence conflict is currently recorded.

View research methodology
Verified findings14 days on Team features; no credit card required
  • Per-user subscription with monthly, quarterly, or annual billing depending on plan, monthly client-send allowances, and per-send overage charges
  • $19 USD per user per month billed annually
  • Proposify lists Basic at $29 USD per user per month billed monthly or $19 USD per user per month billed annually, Team at $49 USD per user per month billed quarterly or $41 USD per user per month billed annually, and Business starting at $3,900 USD per year. Basic, Team, and Business include 10, 30, and 75 client sends per month with different per-send overage rates.
  • Rich-media drag-and-drop proposal editor Reusable templates, sections, snippets, images, fields, and variables Interactive quoting and centrally managed pricing content Permissions, collaborators, comments, and approval workflows Native electronic signatures, reminders, and expiration notifications Document open notifications and section-level recipient analytics CRM, invoicing, payment, automation, and API integrations Stripe payment collection from accepted proposals
Verification notes and unresolved itemsVerified against current Proposify official product, proposal software, pricing, and security pages on 2026-08-09.
  • Monthly, quarterly, and annual billing were preserved as payment timing and not treated as contract commitment.
  • The detailed send-allowance table was retained over contradictory unlimited-send card copy.
  • Platform and editorial files remain empty because no qualifying exact-scope records were retained for those modules.
Sources checked

Sources checked

Proposify source links

Proposify SecurityProposifyLevel A1Linked to 0 scored claimsChecked Aug 9, 2026
Proposify PricingProposifyLevel A1Linked to 5 scored claimsChecked Aug 9, 2026
Proposify Proposal SoftwareProposifyLevel A2Linked to 1 scored claimChecked Aug 9, 2026
ProposifyProposifyLevel A2Linked to 0 scored claimsChecked Aug 9, 2026

FAQ

Proposify FAQ

What is Proposify?

Proposify is proposal management software for creating, sending, tracking, approving, and electronically signing proposals, quotes, contracts, and agreements.

How much does Proposify cost?

Basic is $29 USD per user per month billed monthly or $19 USD billed annually. Team is $49 USD per user per month billed quarterly or $41 USD billed annually. Business starts at $3,900 USD per year.

Does Proposify offer a free trial?

Yes. Proposify provides a 14-day trial with Team-plan features and no credit card requirement.

Does Proposify limit proposal sends?

Yes. Basic, Team, and Business include 10, 30, and 75 client sends per month, with plan-specific overage charges for additional sends.

Which Proposify plan includes CRM integrations?

Team is the first plan explicitly positioned for CRM integration and adds integrations, automations, document analytics, and custom fields or variables.

Can Proposify collect payments?

Proposify publishes a Stripe integration that can request payment within a proposal after sign-off; exact plan availability and Stripe fees should be confirmed.

Popular comparisons

Common Proposify comparisons

Only high-scoring and nearby tools from the same subcategory are shown, avoiding comparisons between unrelated use cases.

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