TopToolAdvisor

Review · Sales & CRM

Proposify review

Proposal management software for building, sending and tracking proposals, quotes and contracts.

By the TopToolAdvisor research desk · Updated November 5, 2026

Features (35%)
8.8
Ease of use (35%)
8.5
Value (30%)
7.9

Proposify is built for teams that care about control over what reps send. Build costs $39 per user per month billed annually ($49 monthly) and covers unlimited documents and signatures, a content library, AI writing, a product catalog, integrations and automations, and document insights. Its analytics are detailed: a timeline shows when each recipient opens a document and how long they spend in each section. Interactive quoting lets buyers select optional fees or set quantities, which supports upsells. Grow, at $65 per user billed annually, adds roles and permissions, custom fields and API access, plus approval workflows that fire on price total, discount percentage or line item discount. Scale carries a $12,800 yearly platform fee for 10 users and adds SSO, multiple workspaces for franchises and a dedicated success manager. Every plan has a monthly send allowance with per-send overage, and Salesforce costs $9 per user per month extra. It is a strong choice for managed sales teams, priced above Better Proposals.

Who it is for

Sales teams that want approval rules on discounts and section-level analytics on every proposal.

Price

Build $39 per user per month billed annually or $49 monthly; Grow $65 per user billed annually; Scale has a $12,800 yearly platform fee.

$ 39 /user/mo $49/user when billed monthly
Quoted from the vendor pricing page on November 5, 2026.

Key features

  • Drag and drop editor with embedded video, e-signatures and AI writing
  • Interactive quoting with optional fees and buyer-set quantities
  • Content library and a central product catalog
  • Document analytics showing time spent in each section
  • Approval workflows triggered by price total or discount on Grow

Strengths and weaknesses

  • Strength: Unlimited documents and signatures on every plan
  • Strength: Analytics show how long each recipient spends in each section
  • Strength: Approval rules can trigger on discount percentage
  • Weakness: Plans include a monthly send limit with per-send overage
  • Weakness: Approval workflows and API access start on Grow at $65 per user
  • Weakness: Salesforce and Aspire are paid add-ons at $9 per user per month

Key facts

  • Free plan: No, 14-day trial with no card needed
  • Paid tiers: Build $39 per user per month billed annually, Grow $65 per user, Scale $12,800 per year for 10 users
  • Custom template design: $1,500

Where it ranks

Proposify is No. 4 in our Best Proposal Software verdict.

Alternatives we scored

Visit proposify.com · Questions or corrections: editorial@toptooladvisor.com