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Proposify

Proposal and quote software with e-signatures for sales teams

Proposify is a contracts & e-signature tool for Small businesses and Agencies, offered as paid ($49/mo). Founded in Canada in .

About Proposify

Proposify is a proposal management platform from Halifax, Nova Scotia, Canada. It was co-founded by Kyle Racki and Kevin Springer, who ran a web design agency and sold it in 2013 to focus on the product after years of building proposals by hand. Its core job is helping sales teams create, send, track and get signatures on proposals, quotes and contracts.

The editor works from templates and a shared content library, with interactive pricing tables, optional line items, a product catalog, custom fields and variables, and built-in e-signatures. Document insights show when a buyer opened a proposal and which sections they read. Plans are per user: Build covers documents, signatures, AI writing and the MCP server; Grow, billed annually, adds roles, approval workflows, account metrics and API access; Scale is an annual platform fee for ten users with SSO, multiple workspaces and premium Salesforce or Aspire integrations.

Proposify fits agencies, B2B service firms and sales teams that send designed proposals and want control over what goes out. PandaDoc is broader, with a free e-signature plan and stronger document automation, while DocuSign is about signatures, not proposal design. Oneflow is the stronger pick for contract lifecycle work in Europe.

Watch the send limits: every plan includes a monthly quota of sent documents, and extra sends are billed per document. Proposify now offers an MCP server so AI assistants such as Claude can create and update documents, and its 14-day trial needs no credit card.

Key features of Proposify

  • Template-based proposal editor with a shared content library
  • Interactive pricing tables, optional items and a product catalog
  • Built-in legally binding e-signatures on every plan
  • Document insights showing opens, views and time per section
  • Approval workflows, user roles and permissions on Grow
  • AI writing widget plus an MCP server for AI assistants
  • CRM integrations with HubSpot, Pipedrive and a Salesforce package
  • SSO and multiple workspaces on the Scale plan

Pros and cons

Pros

  • Strong design control for agency-style proposals
  • Detailed engagement analytics on each proposal
  • Unlimited documents and signatures on all plans
  • Long list of CRM and accounting integrations
  • No credit card needed for the 14-day trial

Cons

  • No free plan, unlike PandaDoc
  • Monthly send quotas with per-document overage fees
  • Approvals and API access require the annual Grow plan
  • Salesforce integration is a paid add-on on Scale
  • Custom template design costs extra

Proposify pricing

Proposify uses a paid model. A 14-day free trial is available.

PlanPriceIncludes
Build$49 / user/mo$35 billed annually; unlimited docs and signatures
Grow$65 / user/moBilled annually; approvals, roles, custom fields, API
Scale$12,800 / yrIncludes 10 users; SSO, Salesforce, workspaces

Source: www.proposify.com · checked on Oct 20, 2026

How Proposify compares in Contracts & e-signature

Rank by votes
#1 / 18

0 votes from members

Starting price
$49

227% above the category median ($15/mo)

Free alternatives
1

Free or open-source tools in Contracts & e-signature

Proposify ranks #1 of 18 contracts & e-signature tools by community votes and is priced above most tools in the category.

Common use cases

  1. 1Marketing and design agencies pitching retainers
  2. 2B2B service firms sending scoped quotes with options
  3. 3Landscaping and field service firms quoting through Aspire
  4. 4Sales managers approving discounts before proposals go out
  5. 5Tracking which proposal sections buyers actually read

Best for

Agencies and B2B sales teams that send polished, designed proposals and want analytics and approvals around them.

Not ideal for

Teams that only need signatures on standard contracts (DocuSign, Dropbox Sign) or full contract lifecycle management (Oneflow).

Integrations

  • HubSpot
  • Salesforce
  • Pipedrive
  • Stripe
  • QuickBooks
  • Slack
  • Zapier
  • Gong

Our take

Proposify is a solid choice when proposals are a key part of how you win deals and design matters. Start with Build, move to Grow if managers need to approve pricing, and compare total cost with PandaDoc before committing to a large team.

FAQ

What is Proposify?
Proposify is a Contracts & e-signature tool: Proposal and quote software with e-signatures for sales teams.
How much does Proposify cost?
Proposify uses a Paid model; paid plans start at $49 per month.
Does Proposify have a free trial?
Yes, Proposify offers a 14-day free trial.
What does Proposify integrate with?
Proposify integrates with HubSpot, Salesforce, Pipedrive, Stripe, QuickBooks, Slack and more.
Which platforms does Proposify support?
Proposify is available on web.
Who is Proposify for?
Agencies and B2B sales teams that send polished, designed proposals and want analytics and approvals around them.

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