Proposify Overview

Proposify is a proposal, quoting, and contract management software that revolutionizes how businesses create, send, track, and close proposals and business contracts. It’s widely used across B2B industries, from professional services to high-tech and SaaS. The platform gives sales teams beautifully designed, customizable templates they can tailor to fit their brand and business needs. It includes additional electronic signatures, real-time notifications, and analytics features that give sellers the tools they need to monitor proposal engagement and expedite the closing process.

Using Proposify, sales reps significantly reduce the time and effort required to produce high-quality quotes and proposals. Rather than focus hours on administrative tasks, they can spend time structuring deals with potential customers. The software supports collaboration between team members, ensures all proposals are error-free, and facilitates a smooth workflow from proposal creation to final approval. The result for Proposify users is higher close rates and improved client relationships. Proposify integrates with CRM and other sales software, making it an indispensable tool for modern sales operations​.

Proposify is a B2B proposal, quoting, and contracting platform designed to streamline the creation, tracking, and management of sales documents. Over 8,000 B2B services across 50+ countries use it to deliver polished, professional proposals and contracts to their customers.

Core features of Proposify include:

• Customizable proposal templates
• Centralized content library
• Electronic signatures
• Proposal analytics
• Interactive pricing
• Approval workflows and permissions
• Extensive integration library

Customizable proposal, quote, and contract templates. Proposify offers a massive library of pre-designed templates for every type of sales document. Every template is fully editable through the platform’s drag-and-drop editor. You can modify the text, design elements, images, and layouts to align them with your company’s branding, preferences, and specific project requirements..

Dynamic quoting. Customizable pricing tables support flat fees, unit-based fees, usage/consumption models, recurring charges, discounts, and even value-based strategies. The user-friendly interface lets reps add or edit items, set options, and adjust quantities with a simple drag-and-drop editor. And when you send the proposal out to the client, you can configure it to allow them to adjust quantities or select optional services directly within the proposal. Prospects receive an engaging proposal where they can explore different pricing options, make selections, and see real-time updates to the total cost.

Centralized content library and document storage. Proposify’s content library contains all your organization’s approved templates, images, fees, and content, ensuring that sales quotes, proposals, and business contracts are easily accessible to authorized team members from anywhere via the cloud. Users can pull from this (based on their permissions) whenever they’re creating a new document, so there’s no need to start from scratch. Authorized users from your marketing department can add or edit content, and documents can be shared across different departments for total alignment.

Electronic signatures. The platform includes integrated electronic signature functionality, so clients can sign proposals on their computers, tablets, or smartphones. Signatures are trackable, and the system automatically notifies the sales rep when a document is signed.

Proposal analytics. Proposify provides detailed analytics and insights into how proposals are performing. For any individual quote or as an average, you can track time to view (the duration between sending the proposal and the prospect opening it), total view time (the cumulative time a prospect spends reviewing the proposal), top viewed sections (a breakdown of which sections receive the most attention), and the number of views (how many times the proposal has been opened). You can also look at business metrics, like your win/loss rate and sales cycle length. And you always have an at-a-glance view of where each prospect is in the funnel.

Deal collaboration features. Administrators can set user permissions and approval workflows. so documents adhere to company standards and only authorized team members have access to sensitive information for any particular deal. Sales teams, deal desks, and customers collaborate on deals by commenting directly on proposals and contracts, making it easy to compare and revise contract versions and close the deal faster.

Extensive integration library. You can seamlessly integrate 20 different CRMs with Proposify, including ActiveCampaign, HubSpot CRM, Pipedrive, Salesforce Sales Cloud, and Zoho, to synchronize your customer data and auto-update the sales pipeline every time something changes. It also integrates with marketing automation tools like Mailchimp, revenue intelligence platforms like Gong, collaboration tools like Slack and Trello, Stripe for one-time and recurring billing, and dozens of other tools. On top of that, you can use Proposify’s public API for custom integrations with anything that isn’t listed on the integration library.

Proposify’s customers report several benefits of using the platform for proposal generation, quoting, and contract management. The most essential ones include:

• Professional proposals that impress clients and improve brand perception
• Faster quote-to-cash cycle with improved close rates
• Seamless collaboration between sales, marketing, operations, and the deal desk
• Reduction in errors and inconsistencies in proposals
• Cost savings from streamlined proposal creation process and reduced administrative tasks
• End-to-end visibility into the proposal process for better decision-making
• Improved customer relationships through user-friendly client interfaces, transparent proposals, and fast turnaround

Proposify works for several different industries, but each industry has its specific needs, requirements and use cases. The top industries using Proposify include:

Marketing Agencies

Client-specific proposals. Digital marketing agencies can build highly customized proposals tailored to each client’s unique needs and campaign goals. They can start with templates and pre-approved content, then edit and tailor to each client with new videos, images, case studies, and project details.

Interactive campaign plans. Agencies can include interactive elements like embedded videos and dynamic pricing tables to outline different campaign packages and their respective outcomes. That way, clients can easily understand and engagee with the proposed strategies.

Support for every agency pricing model. Whether you bill your clients hourly, charge project-based fees, sign them to monthly retainers, or all of the above, Proposify can account for it in your quotes and proposals. And through billing, invoicing, and accounting integrations, it’s easy to turn proposals into invoiced work, then track your revenue and progress.

Software-as-a-Service (SaaS)

Detailed technical proposals. Software vendors can leverage include one-off and recurring costs, account for discounts, and ramp up over time. They can outline detailed technical features, pricing tiers, and service level agreements (SLAs) within their proposals and add context with embedded images and videos.

Dedicated workspaces for sales collaboration. Proposify’s workspaces function as sub-accounts within the main platform. They provide distinct environments for different teams, departments, or branches within your organization (e.g., emerging vs. mid-market vs. enterprise sales teams). Having a separate space for each team makes it easy to centralize communication between leaders and their team members without cluttering the main account. And each enterprise deal can have its own workspace, where stakeholders from across the organization can collaborate.

Recurring subscription payments. Proposify integrates with Stripe, meaning you can go straight from quote to contract to signature to revenue with zero friction. Via Stripe, customers can manage their subscriptions. You can automate the invoicing, collections, dunning, and revenue recognition processes. And the important contract details (e.g., renewal) will be stored in Proposify.

Professional Services

Visual project plans. Local service businesses can use Proposify to include detailed blueprints, plans, and project timelines within their proposals. They can add high-resolution images or even videos to showcase previous work and help clients visualize their services.

Efficient and transparent price estimates. Proposify’s Fee Library is a component of the Content Library designed to streamline the proposal creation process. It allows professional service providers to store, manage, and reuse frequently used fees. You can organize your fees using folders and tags to categorize them based on criteria like service type, project phase, or pricing model. And interactive pricing tables enable you to present cost breakdowns (e.g., materials, labor, and additional services). Since clients can select options or adjust quantities as well, they have complete transparency into the proposed pricing and can customize their package to fit their budget.

Simplified project management. Integration with project management tools like Asana and Teamwork links proposals with project tasks, ensuring alignment between sales commitments and project deliverables. When a proposal is accepted, you can set it up to automatically send a message, create a new task, or even set up a new company in your project management platform. This feature reduces the need for manual data entry and makes the proposal-to-project transition a lot smoother.

As a Proposify customer, you will choose from three different options: Basic, Team, and Business.

• Basic (up to 2 users): Priced at $29 per user per month when billed annually, or $35 per user per month when billed monthly. The Basic plan is ideal for freelancers or small teams that don’t have a high volume of proposals but still need access to key features like custom branding, interactive pricing tables, activity metrics, and electronic signatures.
• Team (no user limit): At $41 per user per month (billed annually), or $49 per user per month (billed quarterly), this plan is designed for sales teams that need more collaboration, customization, and integration capabilities, plus additional features like unlimited document sending and automated reminders.
• Business (10+ users): Priced at $65 per user per month (all Business customers are billed annually), this plan is tailored for larger companies with 10 or more users across multiple departments. It supports advanced user roles and permissions, custom approval workflows, SSO, API access, and multiple workspaces for different brands or business units.
• 14-day free trial: For all plans.

Each subscription tier is designed to scale with your business. Upgrading or downgrading won’t disrupt your current operations.

While Proposify is an excellent tool for professional services firms, local businesses and franchises, digital agencies, and some software vendors, it doesn’t support sales cycles that require advanced product configuration or guided selling. If those are your business priorities, investing in a CPQ (configure, price, quote) tool is better.

Here’s a look at three Proposify alternatives:

Top 3 Proposify Alternatives

PandaDoc CPQ

PandaDoc CPQ is a comprehensive software solution designed to streamline the process of creating, sending, and tracking sales documents, quotes, proposals, and contracts. While Proposify focuses primarily on proposal creation, quoting, and contract management, while PandaDoc extends its functionality to detailed configuration and pricing for products and services. PandaDoc offers a free plan, making it more accessible for small businesses and startups, while Proposify does not. If your business involves complex product configurations and requires detailed pricing and quoting capabilities, PandaDoc’s CPQ features will be more beneficial.

DealHub CPQ

DealHub CPQ features advanced configuration capabilities, dynamic pricing models, guided selling processes, and real-time analytics. Known for its ease of implementation and user-friendly interface, DealHub enables sales teams to generate accurate quotes quickly, even for complex deals​. DealHub CPQ uses guided selling with question-based flows and multiple sales playbooks tailored to various sales cycle stages. DealRoom enhances buyer and seller collaboration on deals with a centralized proposal platform containing all deal documents and content. DealHub is designed to be easy to implement and maintain without requiring extensive IT support. Its no-code platform allows sales and operations teams to make ongoing adjustments to pricing and product configurations independently, making it perfect for mid-sized and enterprise B2B SaaS sales teams.

PROS CPQ

PROS CPQ utilizes AI and machine learning to provide dynamic pricing and personalized sales recommendations. It’s designed to handle high-volume, complex quotes with the ability to support up to 10,000 line items without compromising speed or performance and seamless integration with ERP systems. This is crucial for large enterprises with extensive product catalogs and intricate pricing models, which goes beyond the scope of Proposify’s primary focus on creating visually appealing proposals. If you’re in an industry like manufacturing, healthcare and medical devices, or engineering and construction, PROS CPQ’s advanced AI-driven capabilities will provide the necessary tools, structure, and scalability to optimize your sales processes and ensure accurate, competitive quotes.

Out of 5 reviews, Proposify has a rating of 4 out of 5 stars on Gartner Peer Insights. In their reviews, users note its simplicity and visibility into the sales process. However, some reviewers note that the design editor could be improved.

The reviewers and customer demographics are as follows:

Reviewer’s Company Size

• <50M: 60%
• $50M-$1B: 20%
• $1B-$10B: 25%

Reviewer’s Industry

• Banking: 40%
• Healthcare and Biotech: 20%
• Insurance (except health): 20%
• Miscellaneous: 20%

Reviewer’s Deployment Region

• Asia/Pacific: 60%
• North America: 20%
• Europe, Middle East, and Africa: 20%

Gartner Peer Insights affirms that Proposify is an easy-to-use, robust digital proposal software.

Andrew Parker

Andrew is a professional copywriter with expertise in creating content focused on business-to-business (B2B) software. He conducts research and produces articles that provide valuable insights and information to his readers.

Proposify Overview

• 1Why this product is good
• 2Product Details
• 3What are the advantages of using Proposify?
• 4What industries are best suited for this solution?
• 5Prices
• 6Is there anyone else out there?
• 7Valuable Insight From Real Customers
• 8FAQs