Proposify Review 2026 - Proposal Software
Verified Mar 16, 2026 by Tooliverse Editorial
Proposify transforms your sales documents from bottleneck to breakthrough—create branded proposals in 17 minutes, track every client interaction, and close deals 2x faster. Over 8,976 companies trust this platform to streamline everything from quotes to e-signatures.
Getting Started | Proposify
Proposify Honest Review - Is it worth it? (2025 Guide)
Recognized by G2 for outstanding customer satisfaction and user love.
Create, track, and sign professional proposals with ease.
Proposify Review: Tooliverse Consensus
Based on 435 verified reviews across 6 platforms,
combined with Tooliverse's expert analysis
Proposify brings order to proposal workflows by centralizing creation, tracking, and signing in one platform, with real-time engagement analytics that let sales teams follow up based on actual client behavior instead of guesswork. The CRM integrations and reusable content libraries maintain brand consistency across teams, while built-in e-signatures eliminate the need for separate signing tools. The mobile app's reliability issues and editor limitations with complex layouts remain friction points, though the core desktop experience delivers the tracking intelligence and workflow automation that drive the platform's 2x industry average close rate.
Bottom line: A capable proposal platform built for sales teams that value tracking intelligence and CRM integration over design flexibility, though mobile reliability issues and pricing make it better suited for established teams than solo freelancers.
Wins
- •Streamlines the proposal creation process with professional, reusable templatesmentioned in 156 reviews
- •Provides real-time tracking to see exactly when clients open documentsmentioned in 142 reviews
- •Integrates seamlessly with major CRMs like Salesforce and HubSpotmentioned in 128 reviews
Watch-Outs
- •Mobile application performance is often laggy and lacks full desktop functionalitymentioned in 84 reviews
- •The editor can feel clunky and restrictive when handling complex layoutsmentioned in 72 reviews
- •Pricing tiers are relatively high for small businesses or solo freelancersmentioned in 65 reviews
Proposify | Key Specs
- Platforms
- Web, API
- Pricing Model
- Per-user ($19-49/user/mo) See plans
- Privacy/Data Use
- Never discloses data to third parties, GDPR compliant
- Security
- SOC 2 Type 2, 256-bit SSL, SSO support See details
Proposify Features 2026
Real-Time Document Tracking
Get instant email notifications when prospects open your proposal. See detailed analytics on time spent in each section and identify which content resonates most to tailor follow-up strategies.
Interactive Quoting
Enable clients to customize proposals by adjusting quantities or selecting optional add-ons. Passive upsells happen automatically as buyers configure their own packages.
CRM Integrations
Sync with HubSpot, Salesforce, Pipedrive, Zoho, and 40+ other platforms. Pull client data directly from your CRM to eliminate manual data entry and reduce errors in names, addresses, and pricing.
Drag-and-Drop Proposal Editor
Build beautifully branded proposals with an intuitive visual editor. Add text, images, videos, tables, and shapes without design skills. Embed videos from YouTube, Vidyard, and Wistia directly into proposals.
Proposify User Reviews
Selected Reviews
"The template library is a lifesaver for our sales team. We went from spending hours on formatting to sending out polished proposals in minutes."
"I love the tracking feature. Knowing exactly when a client is looking at the pricing page helps me time my follow-up calls perfectly."
"The mobile app is frustrating. I just want to check if a client signed while I'm out, but it crashes half the time I try to open a PDF."
More from the Community
"Solid tool for agencies. The editor is a bit finicky compared to Canva, but the variables and CRM sync make it much more powerful for actual sales workflows."
"The new UI updates have made navigation much smoother. It's the best way to ensure our brand stays consistent across every pitch."
"Great integration with HubSpot. It pulls all the deal data automatically. I wish the price was a bit lower for smaller teams though."
"Useful for viewing notifications, but don't try to edit anything on your phone. The interface just isn't built for small screens."
"Legally binding e-signatures included in the price is a huge win. No more paying for DocuSign on top of everything else."
"Solid tool for agencies. The editor is a bit finicky compared to Canva, but the variables and CRM sync make it much more powerful for actual sales workflows."
"The new UI updates have made navigation much smoother. It's the best way to ensure our brand stays consistent across every pitch."
"Great integration with HubSpot. It pulls all the deal data automatically. I wish the price was a bit lower for smaller teams though."
"Useful for viewing notifications, but don't try to edit anything on your phone. The interface just isn't built for small screens."
"Legally binding e-signatures included in the price is a huge win. No more paying for DocuSign on top of everything else."
"We switched from PandaDoc and haven't looked back. The design flexibility in Proposify is superior, even if the learning curve is slightly steeper."
"Customer support was very helpful when we were setting up our custom domain. It makes us look so much more professional to clients."
"Better than it used to be, but still needs work. The notifications are reliable now which is the main thing I need."
"The content library is the unsung hero. Having all our case studies and team bios in one place for everyone to grab is amazing."
"We switched from PandaDoc and haven't looked back. The design flexibility in Proposify is superior, even if the learning curve is slightly steeper."
"Customer support was very helpful when we were setting up our custom domain. It makes us look so much more professional to clients."
"Better than it used to be, but still needs work. The notifications are reliable now which is the main thing I need."
"The content library is the unsung hero. Having all our case studies and team bios in one place for everyone to grab is amazing."
Proposify Pricing 2026
View SourceBasic at $19/month gets you started with 10 document sends and e-signatures, but the 3-template limit and overage fees make it viable only for very light proposal volume. Team at $41/month is where most sales organizations should land: unlimited sending, CRM integrations, and document analytics without per-send penalties. Business tier pricing starts at $325/month and makes sense primarily for franchises or enterprises needing multiple workspaces, SSO, and API access—the jump is steep unless you're managing complex organizational structures.
Proposify In-Depth Review 2026
The platform centralizes proposal creation, tracking, and signing in one system that runs on web and mobile. It pulls client data directly from your CRM, lets you build documents from reusable templates, and tells you the moment a prospect opens your pricing page. The real differentiator is the tracking intelligence: you're not guessing when to follow up, you're watching engagement in real time.
What It's Like Day-to-Day
The drag-and-drop editor handles the formatting work that normally eats hours. You build proposals from template sections stored in the content library—case studies, team bios, pricing tables—and the system maintains brand consistency automatically. Variables pull client names and deal details from your CRM integration, so you're not copying and pasting data between systems. One G2 reviewer called the template library "a lifesaver for our sales team" that cut preparation time from hours to minutes.
The tracking capability changes how you sell. Email notifications tell you when a client opens the document, which sections they're reading, and how long they spend on pricing.
Proposify Security & Compliance
Verified Compliance
- SOC 2 Type 2
- GDPR
- PCI-DSS (via Stripe)
Security Features
- 256-bit SSL encryption (SHA-256 with RSA)
- Single Sign-On (SSO) with Salesforce, Okta, Azure
- AWS cloud hosting with enterprise-level security
- Two-factor authentication (2FA) for employee access
Privacy Commitments
- Data stored in Northern Virginia, USA with strict privacy controls
- Never discloses customer information to third parties
- Nightly backups stored off-site, tested monthly
- 24/7 system monitoring for uptime and security
Proposify: Frequently Asked Questions (FAQs)
Can I cancel my account?
Yes, you can cancel your Proposify account at any point during your billing cycle to prevent future renewals. You'll continue to have access to all features until the end of your current subscription period. Proposify does not offer refunds once payment has been processed.
How do I get access to additional features and services?
You can upgrade your Proposify plan at any time to access additional features. If you're interested in premium features and services listed on the Business plan, contact the sales team to set up the right plan for your needs.
What is included in the free trial?
The free trial gives you access to all features on the Team plan for 14 days. You can create and send real proposals to real clients during your trial. Once your trial ends, clients can still view and accept any proposals you sent during the trial period.
What happens when I am at my send limit?
Once you reach your monthly send limit, you can send additional documents for a low one-time fee per send. The overage rate is $0.50 per send on Basic, $0.30 per send on Team, and $0.75 per send on Business. Unused sends roll over each month and accumulate if you don't use them.
Proposify Integrations
| HubSpot | Salesforce | Pipedrive |
| Zoho | Stripe | Zapier |
| Gong | Vidyard | Intercom |
| Drift | Slack | Microsoft Teams |
| Asana | Basecamp | Trello |
| Monday.com | QuickBooks | FreshBooks |
| Google Drive | Dropbox | Airtable |
| ActiveCampaign | Microsoft Dynamics | Nutshell CRM |
| Aspire |
Proposify: Verified Data Sheet
| # | Label | Data Point |
|---|---|---|
| [1] | Proposify Consensus: 5.58/10 | Proposify is tracked in the Tooliverse index with a consensus score of 5.58/10 across 435 verified reviews. |
| [2] | What is Proposify | Proposify, founded in 2014 by Kyle Racki and Kevin Springer, is a SOC 2 Type 2 certified proposal management platform serving 8,976+ companies. The platform delivers a 2x industry average close rate, with pricing starting at $19/user/month. |
| [3] | Tooliverse Consensus on Proposify | Proposify brings order to proposal workflows by centralizing creation, tracking, and signing in one platform, with real-time engagement analytics that let sales teams follow up based on actual client behavior instead of guesswork. The CRM integrations and reusable content libraries maintain brand consistency across teams, while built-in e-signatures eliminate the need for separate signing tools. The mobile app's reliability issues and editor limitations with complex layouts remain friction points, though the core desktop experience delivers the tracking intelligence and workflow automation that drive the platform's 2x industry average close rate. |
| [4] | Proposify Verdict | Proposify bottom line: A capable proposal platform built for sales teams that value tracking intelligence and CRM integration over design flexibility, though mobile reliability issues and pricing make it better suited for established teams than solo freelancers. |
| [5] | Team: $41/user/mo (annual) | Proposify Team tier provides unlimited document sending for $41/user/month billed annually. |
| [6] | Professional templates save hours | Proposify streamlines proposal creation with professional, reusable templates that reduce document preparation time from hours to minutes, validated by 156 user reviews as essential for sales team efficiency. |
| [7] | Real-time prospect tracking | Proposify provides real-time document tracking with instant email notifications when prospects open proposals, allowing sales teams to time follow-up calls based on client engagement patterns according to 142 user reviews. |
| [8] | Seamless CRM integrations | Proposify integrates seamlessly with major CRM platforms including Salesforce, HubSpot, Pipedrive, and Zoho, automatically pulling client data to eliminate manual entry errors, validated by 128 user reviews. |
| [9] | Built-in legally binding e-signatures | Proposify simplifies deal closing with built-in electronic signatures compliant with UETA, ESIGN, and eIDAS regulations, eliminating the need for separate DocuSign subscriptions according to 115 user reviews. |
| [10] | Team: $49/user/month | Proposify Team empowers users with Unlimited sending for just $49/user monthly. |
| [11] | Mobile app performance issues | Proposify's mobile application experiences frequent performance issues including crashes and lag, with 84 user reviews reporting limited functionality compared to the desktop version for field sales representatives. |
| [12] | Editor limitations for complex layouts | Proposify's drag-and-drop editor can feel restrictive when handling complex layouts, with 72 user reviews noting it lacks the flexibility of design tools like Canva for intricate formatting requirements. |
| [13] | Privacy: Data stored in Northern Virginia, USA with strict privacy controls | Proposify privacy protections include Data stored in Northern Virginia, USA with strict privacy controls, Never discloses customer information to third parties, and Nightly backups stored off-site, tested monthly. |
| [14] | Enterprise: 256-bit SSL encryption (SHA-256 with RSA) | Proposify provides enterprise security with 256-bit SSL encryption (SHA-256 with RSA), Single Sign-On (SSO) with Salesforce, Okta, Azure, and AWS cloud hosting with enterprise-level security. |
| [15] | Templates save hours of work | A verified G2 reviewer noted that Proposify's template library is "a lifesaver for our sales team" that reduced proposal preparation time from hours to minutes with polished, professional output. |
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