Proposify Review, Pricing & Features

See what Proposify costs in 2026, how its proposal software works, and whether its Basic, Team, and Business plans fit your sales workflow.

Category
Documents & E-signature
Pricing
Subscription (per-user, monthly or annual billing) with a free trial, from From $19/user/month (Basic plan, billed annually; $29/user/month billed monthly)
Verified
Not yet
Last updated
July 19, 2026
Founded
2013
Headquarters
Halifax, Nova Scotia, Canada
Web AppFree TrialAPITemplates

Overview

Proposify is a purpose-built proposal software company founded in 2013 in Halifax, Nova Scotia, by Kyle Racki and Kevin Springer. Rather than functioning as a generic e-signature or document-sharing tool, Proposify is designed specifically around the sales proposal workflow: assembling branded content blocks, pricing tables, and legal terms into a single interactive document that a prospect can review, comment on, and sign online.

The platform has grown to serve more than 8,000 customers and crossed $10 million in annual recurring revenue, with the company celebrating its tenth product anniversary in 2024 alongside the rollout of a rebuilt Proposify 3.0 experience focused on speed and reliability.

Key Features

At its core, Proposify offers a drag-and-drop content editor with reusable templates and content blocks, so sales reps can assemble a polished proposal from approved, on-brand sections rather than starting from a blank document each time. Built-in electronic signatures let prospects sign directly inside the document, and real-time tracking shows sales teams exactly when a proposal was opened, which sections were read, and how long a viewer spent on pricing.

Higher tiers add CRM integrations (HubSpot, Pipedrive, Zoho, and Salesforce as an add-on), interactive pricing tables that let buyers select add-ons and see totals update live, role-based permissions, single sign-on, and an API for connecting Proposify into a broader sales stack. AI-assisted writing tools are available across all plans to help reps draft or refine proposal copy faster.

Pricing

Proposify prices per user across four tiers. Basic starts at $19/user/month billed annually ($29/user/month billed monthly) and includes 10 document sends per month with overage billed at $0.50 per send. Team costs $41/user/month billed annually ($49/user/month billed quarterly) and is aimed at teams that need CRM automation and unlimited sends. Business starts at $3,900/year with custom pricing and adds enterprise controls like SSO and API access, while Enterprise pricing is fully custom.

Every plan includes a 14-day free trial with no credit card required, giving prospective customers access to Team-level features before committing to a paid plan.

Key Features

Pros & Cons

Pros

  • Purpose-built for sales proposals rather than generic document signing
  • Detailed document analytics show exactly how prospects engage with a proposal
  • Interactive, on-brand pricing tables help increase average deal size
  • Strong CRM integrations on the Team plan and above
  • SOC 2 Type II certified and GDPR compliant

Cons

  • Per-user pricing can get expensive for larger sales teams
  • Salesforce integration is a paid add-on only available on the Business plan
  • Document send limits and overage fees apply on lower-tier plans
  • Business and Enterprise pricing requires contacting sales rather than transparent self-serve pricing

Pricing

Frequently Asked Questions

What does Proposify cost?

Proposify's Basic plan starts at $19/user/month billed annually or $29/user/month billed monthly. The Team plan is $41/user/month billed annually, and the Business plan starts at $3,900/year with custom pricing.

Does Proposify offer a free trial?

Yes, Proposify offers a 14-day free trial with access to Team-level features and no credit card required.

Can Proposify integrate with my CRM?

Yes, Proposify integrates with CRMs including HubSpot, Pipedrive, and Zoho on the Team plan and above, with Salesforce available as a paid add-on on the Business plan.

Does Proposify support electronic signatures?

Yes, e-signatures are included on every plan, allowing prospects to sign proposals directly inside the document.

Who founded Proposify?

Proposify was founded in 2013 by Kyle Racki and Kevin Springer in Halifax, Nova Scotia, Canada.

Is Proposify SOC 2 certified?

Yes, Proposify is SOC 2 Type II certified, GDPR compliant, and processes payments through PCI-DSS-compliant infrastructure.

What is the difference between Proposify's Team and Business plans?

The Business plan adds role-based permissions, single sign-on, API access, multiple workspaces, and a dedicated success manager on top of everything included in the Team plan.

Comparisons

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