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
- PandaDoc8.9
- Better Proposals8.7
- Qwilr8.5
- Prospero8.4
Visit proposify.com · Questions or corrections: editorial@toptooladvisor.com