Proposify

Proposify is a proposal software platform designed to help freelancers, agencies, and sales teams create, send, track, and e-sign professional proposals and quotes that win more business. The platform combines a drag-and-drop proposal editor with interactive pricing tables, legally binding e-signatures, real-time prospect activity tracking, and content libraries — streamlining the entire proposal-to-close workflow.

What differentiates Proposify from PandaDoc, Better Proposals, or sending PDF proposals via email is its focus on proposal-specific intelligence and control. While PandaDoc is broader (covering all document types), Proposify is purpose-built for the proposal process with features like interactive quoting where prospects can adjust quantities and select optional add-ons, content locking to prevent unauthorized edits to approved sections, and detailed proposal metrics that show you exactly which sections prospects spend time on. The platform also offers approval workflows so managers can review proposals before they go out, ensuring brand and pricing consistency across teams.

Key Features: Drag-and-drop proposal editor with rich media support including embedded images and videos from YouTube and Vidyard and Wistia, interactive quoting with pricing tables where prospects can adjust quantities and select optional line items and add-ons, legally binding online e-signatures with audit trail on all plans, real-time notifications and metrics showing when prospects open and view and interact with proposals, content library for storing and reusing approved templates and sections and images and fee tables across proposals, unlimited templates with brand customization and custom fonts and colors and layouts, custom domain mapping so proposals appear on your branded URL like proposals.yourdomain.com, client input forms for capturing prospect information directly within proposals, Stripe payment integration for collecting payment when proposals get signed, CRM integrations with Salesforce and HubSpot and Pipedrive and other popular platforms, approval workflows requiring manager sign-off before proposals are sent based on deal size or discount thresholds, roles and permissions with page and element locking to control what team members can edit, auto-reminders that automatically follow up with prospects who have not opened proposals, custom fields and variables for dynamic content personalization across proposals, PDF export matching the digital proposal version, collaborator seats for stakeholders who need to review but not create proposals, reports with full exportable tables of all documents with filtering, automation builder for setting up workflow triggers and actions, API access for custom integrations with external systems, and SSO support with Salesforce and Okta and Azure identity providers.

Pricing: Proposify offers three plans. The Basic plan is designed for solo users and includes 5 document sends per month, unlimited templates, content library, online signatures, interactive quoting, client input forms, notifications and metrics, PDF export, Stripe payments, 1 collaborator seat, and custom fields. The Team plan is designed for growing teams and includes unlimited document sends, all Basic features plus CRM integrations, automations, auto-reminders, roles and permissions, reports, approval workflows, custom domain, and 3 collaborator seats. The Business plan is for larger organizations and includes everything in Team plus SSO, Salesforce integration add-on, Aspire integration add-on, workspaces for multi-unit businesses, API access, phone and Zoom support, and 5 collaborator seats. All plans include a 14-day free trial. Pricing is per user per month with annual billing options available.

Use Cases: Freelancers and consultants who want to send polished interactive proposals with selectable service packages and optional add-ons instead of flat PDF documents that feel generic, agencies managing multiple proposal writers who need approval workflows to ensure pricing accuracy and brand consistency before proposals reach prospects, sales teams who need real-time visibility into prospect engagement with proposals to know exactly when and how long prospects view each section for timely follow-up, service businesses offering configurable packages who benefit from interactive quoting where clients can adjust quantities and select optional line items and see totals update in real-time, landscaping and home services companies using the Aspire integration to pull client data directly into branded proposals with consistent pricing, and businesses with complex sales processes that need Salesforce-integrated proposal management with automated CRM updates when proposals are sent and viewed and signed.