Branded drag-and-drop document editor
Create proposals, quotes, and agreements with reusable templates and a rich-media editor that supports text, images, video, tables, and shapes. Videos can be embedded from external sources such as YouTube.
Proposify
Freemium
Proposify is a sales document platform for creating, sending, tracking, and signing proposals, quotes, agreements, and contracts. It helps sales teams standardize document creation, monitor buyer engagement, and connect proposal workflows with CRM, payment, and other business tools.
What is Proposify?
Proposify is a proposal and sales document platform built for teams that need to create, send, track, and close customer-facing documents. Its workflow covers proposals, quotes, agreements, and contracts, with tools for branded document creation, reusable content, e-signatures, buyer engagement tracking, and document analytics.
The platform combines a drag-and-drop editor with templates, content and snippet libraries, custom fields, variables, and optional interactive quoting. Teams can standardize approved content while still producing documents tailored to individual opportunities. E-signatures let recipients sign from any device, and tracking shows when documents are opened and how recipients interact with their sections.
Proposify also supports sales-process coordination. CRM and other business-tool integrations can reduce manual data entry, while workflow automation rules can pass updates between Proposify and external systems. Larger organizations can use roles and permissions, approval workflows, single sign-on, API access, and multiple workspaces, depending on plan.
The product is suited to individuals and small teams sending customer documents, growing sales teams that need connected workflows and reporting, and larger organizations that require more control over users, approvals, workspaces, and integrations. Plans include a 14-day trial without a credit card; paid-plan document send limits vary by plan, while drafting, editing, and collaborating are described as unlimited.
What can Proposify do?
Reusable content and controlled customization
Store sections, text snippets, images, case studies, and team bios in a central library. Custom fields and variables help populate documents, while locked pages or elements can restrict edits to important content.
Interactive quoting
Let buyers select optional fees or add quantities in the document, turning a static quote into a more configurable buying experience.
E-signatures and document tracking
Collect legally binding electronic signatures from recipients on any device. Email notifications and engagement timelines show when recipients open a document and how much time they spend in each section.
Reporting and workflow automation
Export document data as CSV, use metrics and analytics to understand proposal activity, and create rules that trigger updates between Proposify and external tools.
Team controls and connected systems
Depending on plan, teams can use integrations, CRM-connected data, approval workflows, user roles, permissions, single sign-on, API access, and multiple workspaces.
Use Cases
“Sales teams sending repeatable proposals”
Use templates, approved content, and a shared library to help representatives produce consistent, on-brand proposals without rebuilding common sections for every opportunity.
“Teams managing approval-sensitive documents”
Standardize proposal content and limit who can edit pages or individual elements. Higher-tier workflow controls add approval processes, user roles, and permissions for organizations that need review before sending.
“Sales representatives following up on active deals”
Monitor opens, recipient activity, and time spent in document sections to determine when a prospect is engaged and inform the timing of follow-up.
“Businesses using configurable quotes”
Present optional fees and quantities inside an interactive quote so buyers can adjust relevant selections before accepting the document.
“Organizations connecting proposal work to existing systems”
Use CRM, invoicing, payment, project-management, collaboration, and other integrations, or build automated connections through workflow rules and API access where available.
Frequently Asked Questions
What types of documents can Proposify handle?
Proposify is presented as a platform for proposals, quotes, agreements, and contracts. Its document tools support creation, sending, tracking, and signature collection.
Can recipients sign Proposify documents online?
Yes. E-signatures are available on all plans described on the pricing page, and the product overview says signatures are legally binding and mobile-friendly.
How does Proposify track proposal engagement?
The platform can notify users when prospects view a document and provide a timeline showing when recipients open it and how much time they spend in each section. Plans may also include broader metrics and reporting.
Does Proposify connect to CRM and payment tools?
Yes. The integrations directory lists CRM, invoicing, payment, project-management, collaboration, forms, chat, and file tools. The site also describes workflow automation rules and API access, with availability depending on plan or integration.
Is there a free trial, and how are document sends handled?
Proposify offers a 14-day free trial without requiring a credit card. Plans include monthly send limits; drafting, editing, and collaborating are described as unlimited, while additional sends may incur overage charges depending on the plan.
Quick Facts
- Category
- Proposal software and sales document platform
- Primary users
- Individuals, sales teams, and larger organizations
- Core workflow
- Create, send, track, sign, and analyze proposals and related sales documents
- Document creation
- Drag-and-drop editor, templates, content library, variables, and interactive quoting
- Connections
- CRM, invoicing, payment, project-management, collaboration, forms, chat, and file integrations
- Trial
- 14 days; no credit card required
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