# Proposify Software Pricing, Alternatives & More 2026 | Capterra > With the help of Capterra, learn about Proposify Software - reviews, pricing plans, popular comparisons to other Proposal Management products and more. Source: https://www.capterra.com/p/133332/Proposify --- # Proposify Software Review 2026: Features, Integrations, Pros & Cons Last updated on May 21, 2026 Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. Independent research methodology Capterra’s researchers use a mix of verified reviews, independent research and objective methodologies to bring you selection and ranking information you can trust. While we may earn a referral fee when you visit a provider through our links or speak to an advisor, this has no influence on our research or methodology. 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[Learn more](https://www.capterra.com/resources/how-we-ensure-transparency/) [Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[FAQs](#faqs)[Pros and Cons](#pros-cons)[Features](#features)[Pricing](#pricing)[Integrations](#integrations)[Support](#support)[Reviews](#reviews) Proposify ## What is Proposify? Proposify is an online proposal software that provides sales leaders with the control and visibility necessary for effectively managing their sales document processes and increasing close rates. It enables users to create, send, track, and close quotes, contracts, and proposals with confidence. The platform empowers users to produce impressive, brand-consistent, and error-free sales documents, while also offering valuable insights into prospect interactions to facilitate timely follow-ups and deal nurturing. Additionally, Proposify allows for the comparison of top-performing sales representatives' strategies with those of low performers to enable process replication, scaling, and accurate forecasting. Furthermore, it ensures a seamless, professional sign-off experience for both customers and prospects. ## What is Proposify used for? [Proposal Management](https://www.capterra.com/proposal-management-software/)[Contract Management](https://www.capterra.com/contract-management-software/)[Quoting](https://www.capterra.com/quoting-software/) Recognitions Shortlist Overall rating Based on 299 user reviews Reviews sentiment Positive 88% Neutral 7% Negative 5% Pros & cons Professional and customizable templates Integrated diGital signature process Difficult and unreliable text editing Frequent glitches and frustrating bugs Starting price $19 Per User, Per Month Free trial available Capterra Shortlist charts the highest-rated and most popular products... - Contract Management / 2026 - Quoting / 2025 Our "Best of" badge program showcases products with the highest ratings... Our "Best of" badge program showcases products with the highest ratings... ## Proposify alternatives Highest Rated [Docusign](https://www.capterra.com/p/121506/Docusign/) [4.7 (9,347)](https://www.capterra.com/p/121506/Docusign/reviews/) Starting price $15.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 97% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/121506/Docusign/) [4.5 (1,247)](https://www.capterra.com/p/131735/PandaDoc/reviews/) Starting price $19.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 91% of reviewers rated it above 4 stars [4.6 (192)](https://www.capterra.com/p/135691/QuoteWerks/reviews/) Starting price $78.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 94% of reviewers rated it above 4 stars [4.5 (190)](https://www.capterra.com/p/148054/Responsive/reviews/) Starting price Contact vendor for pricing Pricing Options Free Trial Free Version User Rating 96% of reviewers rated it above 4 stars [View all alternatives](https://www.capterra.com/p/133332/Proposify/alternatives/) ## FAQs about Proposify Overview ### What problems does Proposify solve? Proposify solves slow, inconsistent proposal workflows by giving sales teams, agencies, and business owners reusable templates, content libraries, e-signatures, and client-view tracking in one place. It reduces back-and-forth emails, manual document rework, and poor follow-up visibility, helping teams send polished proposals faster, collaborate internally, and close deals sooner. Answer based on 267 reviews Overview ### Which roles and teams benefit most from Proposify? Proposify is most used by business owners, founders, and executives, along with sales, business development, and marketing teams that create and manage client proposals. Agencies and service-based teams use it to standardize documents, speed approvals, track engagement, and improve deal flow from proposal to signature. Answer based on 263 reviews Overview ### What company size and industries is Proposify built for? Proposify is designed for midsize and large B2B service firms, but 93% of reviewers are small businesses, with Marketing and Advertising leading at 37%. It also serves Information Technology and Services at 11% and Design at 5%, aligning with proposal workflow needs across service-based teams. Answer based on 299 reviews Features and Usability ### What are the key features of Proposify? Proposify includes core proposal generation tools like customizable templates, content library sections, and drag-and-drop document design. Its differentiators include interactive pricing tables, digital signatures, approval workflows, and real-time proposal tracking that shows opens, page views, and client activity. CRM integrations and client management support follow-up after sending. Answer based on 223 reviews Pricing ### How much does it cost and what fees or limitations are included? Proposify starts at $19/user/month for Basic, with Team at 41 and Business at 65; a free trial is available. Basic includes e-signatures, analytics, and Stripe payments but limits document opens. Reviewers say the cost can feel high for small teams or low-volume use, while others find the monthly fee worth the time saved. Answer based on 80 reviews Integrations ### Which third-party tools and platforms does Proposify integrate with? Proposify integrates with HubSpot CRM, PSOhub, QuickBooks Online, and QuickBooks Online Advanced, with reviewer mentions also referencing FreshBooks. It supports over 40 integrations overall, including Google Drive, Gmail, ActiveCampaign, Asana, and Airtable, covering CRM, accounting, email, file storage, and project management tools. Answer based on 27 reviews Getting Started and Support ### How easy is it to onboard and train a team on Proposify? Proposify is fairly easy to onboard for most teams, with live online sessions, webinars, videos, and documentation available for training. Reviewers say nontechnical users often get productive quickly with templates and drag-and-drop editing, while admins and teams handling customization, dashboards, or template structure usually need more time to learn. Answer based on 41 reviews Getting Started and Support ### What customer support options does Proposify offer, and how do users rate the experience? Proposify offers email/help desk, FAQ/forum, a knowledge base, and chat. Many users describe support as friendly, quick, and helpful, with fast live chat responses and useful self-service resources. Others report mixed experiences when dealing with bugs, including canned replies, limited fixes, and slower progress on persistent technical issues. Answer based on 44 reviews ## Pros and Cons Professional and customizable templates 91% positive reviews out of 53 Most reviewers find templates highly customizable, visually appealing, and a major time saver for proposal creation. Melanie A Consultant/Trainer, 2 - 10 employees. "I like that users could easily modify the templates and that there are a variety of quality templates available." Difficult and unreliable text editing 91% negative reviews out of 23 Most users report text editing is clunky, buggy, and often leads to lost work or frustrating navigation. Integrated diGital signature process 91% positive reviews out of 35 Most reviewers describe signatures as easy, seamless, and time-saving for both clients and teams. Alejandra P Director, Brand Communications & Development Marketing, 201 - 500 employees. "Our institution uses Proposify as a way to showcase our services to clients, allowing them to examine everything we offer and sign a contract with us from the proposal." Frequent glitches and frustrating bugs 91% negative reviews out of 22 Most users comment bugs and issues cause random changes, crashes, lost data, and significant frustration during use. Efficient client relationship tools 91% positive reviews out of 35 Most reviewers indicate client management streamlines communication, personalizes service, and boosts client satisfaction and sales. Carlos L Software Engineer, 10,001+ employees. "I like it because it has an approach focused on efficiency and business customization, this platform offers intuitive and powerful solutions to help maximize results and maintain a solid relationship with your clients." Inconsistent and complex formatting 91% negative reviews out of 22 Most reviewers indicate text formatting is unpredictable, difficult to control, and frequently disrupts proposal layout. ## Features Features with the highest number of reviews are displayed first. Those that have no reviews appear next, sorted alphabetically. Templates 4.3 (31) 64.52% of 31 reviewers that rated this feature as important or highly important Sample files or documents that could be customized as needed or used as is Document Management 3.9 (22) 45.45% of 22 reviewers that rated this feature as important or highly important Store, manage, and track all electronic documents in a centralized location Electronic Signature 4.4 (22) 54.55% of 22 reviewers that rated this feature as important or highly important Digitally sign online documents Proposal Generation 4.4 (19) 63.16% of 19 reviewers that rated this feature as important or highly important Create proposals based on costs of labor and materials Quotes/Estimates 4.3 (17) 41.18% of 17 reviewers that rated this feature as important or highly important Generate quotes or estimates for customers Customizable Templates 3.8 (15) 60.00% of 15 reviewers that rated this feature as important or highly important Pre-designed layouts that can be customized to match preferences and requirements Proposify 69 features Define levels of authorization for access to specific files or systems Dashboard to view the status of ongoing processes, identify current incidents and track past activities Track and document all activities across devices, networks, and other systems Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges Application programming interface that allows for integration with other systems/databases Manage the process of evaluating documents or requests submitted for approval Route documents and other data through one or more stakeholders for review and approval A record of all activities within the system, including user access, changes made, etc. Automatically formats data in a predetermined way Create and manage digital catalog of products/services with their details, specifications, and price Communicate using direct chat or messages within the system Provides a channel for team members to share media files, communicate, and work together Track and report regulatory data to either internal management or external stakeholders Configure existing workflows to meet your organization's needs Manage, organize, and store contact information Centralized repository to store content and assets Handles digital content throughout its lifecycle, from creation and storage to distribution and archiving Create, edit, and revise contracts/written agreements Track, store, and access client contracts or licenses Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system Add customized logos and colors to align with company branding Customize data fields to support various needs and use cases Alter the layout and content of reports Pre-designed layouts that can be customized to match preferences and requirements Import and export data to and from software applications Electronic signing method that validates the authenticity and integrity of a digital document Track products that are for sale at a reduced price or part of coupon promotions Automated or logic-based workflows that assist in the creation of electronic documents Custom forms to streamline repetitious aspects of a document Store, manage, and track all electronic documents in a centralized location Review and analyze existing information across documents Store and organize documents in a centralized system Customizable sample documents that contain placeholder text or a standard layout that can be repeated for each new file Assemble applications and processes by dragging over and arranging pre-built components Digitally sign online documents Caters to sales teams Form predictions based on past and present data/trends Manage a repository of information that includes articles, FAQs, or tutorials used for self-service support Accept, record, and reconcile financial transactions Pre-defined templates within a library for common cases such as contracts, websites, emails, and more Calculate rule-based prices for a product/service Calculate rule-based prices for a product/service Tool used to determine accurate pricing and product eligibility for borrowers Streamlining repetitive tasks and activities through automated and predefined workflows Customize the specifications of a finished product to meet the particular needs of a customer Reporting on how each user, task or process has advanced since its initiation Plan and coordinate all the resources, costs and time needed to execute assignments Estimate or forecast of a future scenario based on the study of present trends Create proposals based on costs of labor and materials Generate quotes or estimates for customers Receive data and information in real time Notifications that are delivered to users as soon as an event occurs Timed notification for any upcoming task, deadline, appointment, or activity Manage and track the renewal process for various services, subscriptions, contracts, or licenses Collection, analysis, and representation of numerical data and generation of reports to understand various patterns View and track pertinent metrics to find patterns and gain insights from data The process of creating a questionnaire and submitting it to prospective vendors. Manage and process incoming documents detailing requests for proposals Analyze the current state of sales data to accurately understand trends and forecast future sales numbers. Search and filter data across systems to locate required information by entering keywords or certain criteria An agreement that's only valid if signed by all involved parties, sealed, and delivered Track the status over time for a request, process, asset, or transaction Create, manage and track all task activities and progression Allow multiple team members to edit and work on the same document Create, save, and re-purpose templates for emails, forms, etc. Sample files or documents that could be customized as needed or used as is Set up connections to third-party platforms to improve business processes Track revisions and updates made to files and navigate between different versions Create, design and manage workflows for repetitive tasks Get Advice We can help you find the software with the features you need. Features 4.3 (289) 4.3 Based on 289 reviews ## Pricing Value for money 4.3 (261) Free Trial [View pricing plan details](https://www.capterra.com/p/133332/Proposify/pricing/) Basic $19.00 Per User,Per Month It includes: - 5 Active Documents - Chat Support - Content Library - Electronic Signature - Interactive Quoting - Notifications - PDF Downloads - Stripe Payments Team $41.00 Per User,Per Month It includes: - Custom Domain - Client Input Forms - Unlimited Document Sends - Reports - Custom Fields & Variables - Integrations - Auto-Reminders - Automations Business $65.00 Per User,Per Month It includes: - 10 Users - Approval Workflow - Onboarding Services - Premium Support - User Roles & Permissions - Salesforce Integration - Single Sign-On (SSO) - API Access Value for money 4.3 (261) 4.3 Based on 261 reviews ## Integrations [ Google Drive](https://www.capterra.com/p/161425/Drive/)[ Slack](https://www.capterra.com/p/135003/Slack/)[ Trello](https://www.capterra.com/p/211559/Trello/)[ Dropbox Business](https://www.capterra.com/p/143068/Dropbox-Business/)[ Mailchimp](https://www.capterra.com/p/110228/MailChimp/)[ Basecamp](https://www.capterra.com/p/56808/Basecamp/)[ Asana](https://www.capterra.com/p/184581/Asana-PM/)[ Gmail](https://www.capterra.com/p/202338/Gmail/) Connect with a Capterra advisor for a free 15-minute consultation Get a personalized software list aligned to your business needs with guidance from our expert advisors. Our team has helped 1 million+ businesses like yours find options that fit their needs. ## Support, customer service and training options Customer Service 4.4 (247) Support - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support - 24/7 (Live rep) - Chat Training - In Person - Live Online - Webinars - Documentation - Videos Deployment - Web - Android - iPhone/iPad Typical users - Freelancers - Small businesses - Mid size businesses - Enterprises Customer Service 4.4 (247) 4.4 Based on 247 reviews ## User reviews Overall rating 4.4 Based on 299 reviews Filter by rating 5(189) 4(74) 3(21) 2(5) 1(10) Mentioned topic Sorted by most recent Elon E. Project Finance Banking ### "Excellent proposal workflow tool, but pricing and advanced editing should be reviewed" 4.0 Overall Rating 4.0 4.0 Ease of Use 4.0 4.0 Features 5.0 5.0 Customer Service 4.0 4.0 Likelihood to Recommend 7/10 April 30, 2026 Pros What I liked most about Proposify is how it removes friction from the proposal process. In practice, teams can use templates, content libraries, approvals, pricing tables, and e-signatures instead of manually editing Word or PDF files. For example, this reduces errors, shortens turnaround time, and improves close rates. Cons What I liked least about Proposify is that some advanced formatting or pricing table edits can feel restrictive. Pricing may also become less attractive for small teams or lower proposal volumes. In more customized sales environments, setup discipline is important. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. JB John B. VP Sales Construction ### "Wowza Proposals!" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 4.0 4.0 Customer Service 4.0 4.0 Likelihood to Recommend 9/10 May 16, 2025 Proposify helped me (maybe it was more like I helped Proposify do the work...) create effective and powerful proposals. We went from boring, hum-drum business "letters" to full-colour, wowza proposals without much training at all! It's a great product and the built-in document management/signatures is very cool. Pros Proposify was extremely easy to use. I used it primarily for business proposals and the flexibility that it offered in terms of placing graphics within text boxes made the job simple and effective. The document tracking was kind of cool, too! Cons There wasn't much that I didn't like. We had a one year plan and while I thought that the cost was reasonable, upper management disagreed! Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. AU Anonymous User eng Computer & Network Security ### "Proposify overall review " 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 4.0 4.0 Customer Service 4.0 4.0 Likelihood to Recommend 9/10 April 19, 2025 cloud-based platform that helps businesses create professional, customizable proposals, contracts, and quotes Pros saves time with reusable templates, Transparent client interaction tracking, Strong branding customization Cons Steeper learning curve for advanced features, Pricing can be high for small teams Switched from [Qwilr](https://www.capterra.com/p/143254/Qwilr/) Prices and support were different terms. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. JG Jamie G. Senior Account Manager Business Supplies and Equipment ### "The right idea but the execution lacks" 3.0 Overall Rating 3.0 3.0 Ease of Use 2.0 2.0 Features 3.0 3.0 Customer Service 0.0 0.0 Likelihood to Recommend 2/10 October 27, 2024 Pros The ability to send professional proposals is incredibly useful Cons Its clunky, difficult to use and when I used it wasn’t properly integrated with Salesforce for ease Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. NP Nathan P. Account Executive Computer Software ### "Usage by an AE" 3.0 Overall Rating 3.0 3.0 Ease of Use 3.0 3.0 Features 3.0 3.0 Customer Service 3.0 3.0 Likelihood to Recommend 6/10 October 22, 2024 I'm an individual contributor using proposify, and i recognize Pros I do like that you can tell a story in the presentation of the proposal. Cons It takes a lot to set up the presentation pages to make it look good and helpful. Switched from [Docusign](https://www.capterra.com/p/121506/Docusign/) We were using Docusign very manually pulling in order forms from excel. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. Damien B. Creative Director Broadcast Media ### "Best platform for quick proposals" 4.0 Overall Rating 4.0 4.0 Ease of Use 4.0 4.0 Features 4.0 4.0 Customer Service 4.0 4.0 Likelihood to Recommend 8/10 September 28, 2024 It's a solid proposal management platform and is good for quick proposals and contracts. Pros It allows you to create proposals very fast. Cons It feels a bit controlled and you still lose a bit of flexibility. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. DM Dave M. President Marketing and Advertising ### "Easy to use, professional proposals " 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 September 21, 2024 Great product from great people - we’ve used Proposify for 3 years and it’s been great! Pros Easy to use, great starter templates and easy to customize. Cons Sometimes deliverability is tricky - I always recommend sending a separate followup email with the link Switched from [PandaDoc](https://www.capterra.com/p/131735/PandaDoc/) Easier to use and better value for the money Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. VL Vicki L. Senior Solution Executive Events Services ### "Best platform ever!" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 September 20, 2024 So far it has been fantastic, I'm still new to this platform but am enjoying the functionality. Pros It's very easy to use and I love that I receive notifications when a client reviews the proposal. Cons I have no complaints or complications with this service Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. WA William A. ESM Aviation & Aerospace ### "Proposify is awesome!" 5.0 Overall Rating 5.0 5.0 Ease of Use 3.0 3.0 Features 4.0 4.0 Customer Service 0.0 0.0 Likelihood to Recommend 3/10 September 20, 2024 I’ve really enjoyed learning to use the platform and customizing for our needs Pros It has helped our organization create more professional customer facing proposals Cons This platform is really for more advanced technical users, and requires some training Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. JH James H. Workplace Solutions Transportation/Trucking/Railroad ### "Jamie Harvey w/ OMA Review" 4.0 Overall Rating 4.0 4.0 Ease of Use 4.0 4.0 Features 4.0 4.0 Customer Service 5.0 5.0 Likelihood to Recommend 8/10 September 17, 2024 Good to have depository of past proposals and duplicating is easy method to quickly get a new submission out the door; also like ability to pull up known contacts and companies. Pros Once we established a MS word template to customize scope of work, we then create PDF which has simplified everything else; it works well for what we need. Cons Difficult to customize and navigate but effective proposal tool plus my coordinator is able to log in as well so we both have access to our proposals as needed. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. [View all Reviews](https://www.capterra.com/p/133332/Proposify/reviews/) ## Top-rated software of 2026 ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox. 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While we may earn a referral fee when you visit a provider through our links or speak to an advisor, this has no influence on our research or methodology. [Learn more](https://www.capterra.com/resources/proprietary-data-research/) How Capterra verifies reviews Capterra carefully verified over 2.5 million+ reviews to bring you authentic software experiences from real users. Our human moderators verify that reviewers are real people and that reviews are authentic. They use leading tech to analyze text quality and to detect plagiarism and generative AI. [Learn more](https://www.capterra.com/resources/how-we-verify-reviews/) How Capterra ensures transparency Capterra lists all providers across its website—not just those that pay us—so that users can make informed purchase decisions. Capterra is free for users. Software providers pay us for sponsored profiles to receive web traffic and sales opportunities. 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