What is Proposify used for?

Proposify is a commercial proposal management platform for building, sending and tracking sales proposals, quotes and contracts with e-signatures. It is a good fit for consultants sending client proposals, service businesses producing quotes and sales teams tracking proposal engagement.

How much does Proposify cost?

Paid plans for Proposify start at $29 per seat per month, and there is no free plan. A free trial is available.

Is Proposify open source?

No. Proposify is proprietary (closed-source) software and can't be self-hosted. In the CRM category, open-source options include Twenty, Krayin CRM and SuiteCRM.

What are some alternatives to Proposify?

Proposify competes with PandaDoc, Qwilr and HoneyBook.

Proposify: features, pricing and alternatives

About Proposify

Proposify is a commercial proposal management platform for sales teams. Users build branded proposals and quotes in a drag-and-drop editor, send them to prospects, and track how each recipient engages with the document before it is signed.

The vendor groups the product into creating and sending documents, automating workflows with templates, AI and team collaboration, connecting to existing CRM and business tools, tracking engagement in real time, and an API for custom integrations. Use cases covered include proposals, quotes, e-signatures and contracts.

Proposify is hosted software with a free sign-up, demo bookings and a published pricing page. The vendor lists industries such as consultants, landscaping, janitorial and construction businesses, and roles including sales, marketing and operations.

Key features

Drag-and-drop proposal and quote editor
Reusable branded templates
Proposal engagement tracking
E-signatures for contracts
AI and workflow automation
CRM integrations and an API

Good fit for

→Consultants sending client proposals
→Service businesses producing quotes
→Sales teams tracking proposal engagement

Tags: proposals; quotes; sales; esignature; document-tracking; crm-integration; templates

Proposify: questions and answers

What is Proposify used for?: Proposify is a commercial proposal management platform for building, sending and tracking sales proposals, quotes and contracts with e-signatures. It is a good fit for consultants sending client proposals, service businesses producing quotes and sales teams tracking proposal engagement.
How much does Proposify cost?: Paid plans for Proposify start at $29 per seat per month, and there is no free plan. A free trial is available.
Is Proposify open source?: No. Proposify is proprietary (closed-source) software and can't be self-hosted. In the CRM category, open-source options include Twenty, Krayin CRM and SuiteCRM.
What are some alternatives to Proposify?: Proposify competes with PandaDoc, Qwilr and HoneyBook.