Proposify

⭐️  
5
$29/month

Proposify is a proposal software platform that helps sales teams control the close with interactive proposals, real-time tracking, team collaboration, and detailed analytics.

Specs:

Difficulty Level
Medium
Integration Complexity
Medium
Time to Value
Days
Technical Expertise Required
No-Code Friendly

Proposify gives sales teams control and visibility over proposal creation, performance, and approvals from a single platform.

Some users report the template editor can be less flexible compared to more design-focused tools.

Best for B2B sales teams looking to scale proposal creation with visibility, collaboration, and performance tracking.

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Overview

# Proposify: Sales Proposal Software That Helps You Control the CloseProposify is a powerful sales proposal platform built for teams that want more control, consistency, and visibility in their closing process. Designed for growing sales organizations, Proposify enables users to create polished, on-brand proposals using drag-and-drop templates and a centralized content library that ensures message consistency across the team.The platform offers real-time tracking so sales reps can see when proposals are opened, viewed, or signed—turning cold follow-ups into timely, data-driven actions. It supports eSignatures and payment integrations, enabling clients to sign and pay in a single streamlined flow. Proposify also stands out for its robust roles and permissions, approval workflows, and sales pipeline insights that help leadership monitor performance and optimize deal velocity.Ideal for B2B sales teams in SaaS, marketing, and services, Proposify helps shorten sales cycles and improve win rates by removing proposal bottlenecks. With integrations into tools like Salesforce, HubSpot, Stripe, and QuickBooks, it fits seamlessly into modern sales tech stacks.

Screenshots

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Best Use for:

Creating collaborative, trackable proposals with approval workflows and CRM integrations for B2B sales teams.

Pricing Breakdown

Here is the current pricing breakdown:

Starting Price
$29/month
Pricing Model
Subscription
Free Tier
Yes
No
Free Trial
Yes
No
Enterprise Option
Yes
No

Industries

Technology & SaaS
Marketing & Advertising
Professional Services & Consulting
Recruitment
Finance & Banking

Department

Sales & Lead Generation
Marketing & Content
Account Management & Client Success
Operations & Workflow Automation

Industries

Technology & SaaS
Marketing & Advertising
Professional Services & Consulting
Recruitment
Finance & Banking

Use Cases

Quote & Proposal Creation
Sales Outreach
Upsell & Cross-sell

Tags

Customizable Workflows
Analytics Dashboard
Team Management
Time-Saving
Improved Accuracy
Browser-Based
SaaS
Self-Service Interface
API Available

Integrations

HubSpot CRM
Salesforce Sales Cloud
QuickBooks Online
Stripe
Zapier
Google Workspace
Microsoft 365
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