Proposify
Proposal and quoting software with branded templates, tracking and e-signatures for sales teams.
Our verdict
Who it's for
Mid-market sales teams wanting branded, trackable proposals with approval controls.
Who should look elsewhere
Buyers who want the cheapest solo option or need RFP-response automation.
Pros
- +Polished template editor and brand control
- +Real-time engagement tracking
- +CRM integrations and approval workflows
Cons
- −Per-seat pricing adds up
- −Value tied to CRM adoption
- −Proposal-only (no RFP response)
Key features
- ✓Drag-and-drop template editor
- ✓CRM integration + auto-populate
- ✓Real-time engagement tracking
- ✓E-signatures
- ✓Approval workflows
Pricing
| Plan | Price | Billing | Notes |
|---|---|---|---|
| Basic | — | — · per seat | — |
| Team | — | — · per seat | — |
| Business | — | — | custom |
Capabilities
- Templates
- Yes
- Esignature
- Yes
- Payments
- —
- Engagement Analytics
- Yes
- Crm Integration
- Yes
- Interactive Web Docs
- Yes
- Approval Workflow
- Yes
- Ai Generation
- —
Integrations
HubSpotSalesforceZohoPipedrive