Proposify
AI-powered proposal software that closes deals faster
What it does well
- AI-powered content suggestions accelerate proposal writing
- Comprehensive analytics and tracking on proposal engagement
- Strong integrations with Salesforce, HubSpot, and other platforms
- Professional templates and easy customization options
Where it falls short
- Higher pricing tier may not suit small teams or solopreneurs
- Steep learning curve for maximizing advanced features
- AI content sometimes requires significant manual refinement
Core Features
| Proposal Templates | 100+ |
| e-Signature | Yes |
| Client Portal | Yes |
| Mobile App | iOS and Android |
AI Capabilities
| AI Writing Assistant | Yes |
Collaboration
| Real-time Collaboration | Yes |
Integrations
| Zapier Integration | Yes |
| CRM Integrations | Salesforce, HubSpot, Pipedrive |
Analytics
| Document Analytics | Yes |
| Acceptance Tracking | Yes |
Security
| Two-Factor Authentication | Yes |
| Role-based Access Control | Yes |
Support
| 24/7 Customer Support | Yes |
Automation
| Workflow Automation | Yes |
Free
Free
- Up to 2 active proposals
- Basic proposal templates
- Email delivery
- Basic tracking
Professional
$49/mo
$490/yr billed annually
- Everything in Free
- Unlimited proposals
- Custom branding
- Advanced templates
- E-signature capability
- Proposal analytics
- Team collaboration (up to 3 users)
Business
$99/mo
$990/yr billed annually
- Everything in Professional
- Unlimited team members
- Advanced integrations
- API access
- Contract management
- Automated workflows
- Priority support
Comparisons with Proposify
Guides recommending Proposify
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