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Proposals · Reviewed 25 Oct 2026

Proposify

Proposal software for creating, sending, tracking, and e-signing documents.

free tier · proposify.com ↗

Paid against free › Proposals › Proposify

Proposify at a glance
223.4KEstimated total trafficModeled monthly visits4.9KRanking keywordsPublic search sample94/100Technical health15 pages checked0Referring domainsLive backlink summary

Overview

01

Summary

The useful answer before the supporting detail.

Proposify is a proposal management platform that helps sales teams create, send, track, and e-sign proposals, quotes, and contracts S1. It solves the problem of slow, error-prone document workflows by providing templates, drag-and-drop editing, and CRM integrations S1 S54. Teams use it to streamline their sales process and improve close rates S54.

02

Product identity and positioning

Name, category, positioning, audience, and first-party claims.

  • Identity: Proposify is a proposal management platform for creating and sending sales documents S1.
  • Core purpose: It solves the problem of slow, error-prone proposal workflows S54.
  • Intended users: Sales teams and businesses that need to create and send proposals S54.
  • Product scope: A web-based platform for proposals, quotes, contracts, and e-signatures S1.
  • Positioning: Proposify positions itself as a tool to streamline the sales process and win deals S1.
  • Claimed distinction: It claims to help users create proposals in 17 minutes or less S54.
03

Use cases and audiences

Who the product serves and the jobs it is designed to handle.

AudiencePractical use case
Sales teamsCreate and send on-brand proposals quickly to accelerate the sales cycle S54.
Multi-unit businessesUse templates and content libraries to standardize proposals across franchises S23.
Teams needing CRM integrationSync data from CRM to eliminate typos and keep a single source of truth S54.
Teams requiring e-signaturesGet legal sign-off on documents with built-in e-signature tool S11 S109.

Features

09

Features and capabilities

Core functions and evidence-backed product capabilities.

CapabilityWhat it does
Drag-and-drop editorCreate branded proposals and quotes with an intuitive editor S1.
Templates and content libraryStore and reuse modular content like case studies and team bios S23.
E-signaturesLegally binding electronic signatures compliant with UETA, ESIGN, and eIDAS S11.
Real-time trackingMonitor prospect engagement and get notified when documents are viewed S1.
CRM integrationsPull data directly from CRM to reduce errors and keep a single source of truth S54.
API accessBuild custom integrations and extend functionality with developer resources S1.
Approval workflowsAdd conditions that require approval before sending S109.
10

Integrations and ecosystem

Connected products, exports, APIs, and workflow compatibility.

Integration or interfaceTypeWhat it enables
SalesforceIntegrationWork within Salesforce using managed package and optional SSO S1.
AspireIntegrationImport contacts and field data into documents S1.
ZapierIntegrationCreate rules that trigger updates between Proposify and external tools S109.
AI modelAI interfaceUse Proposify with AI modelfor AI and agentic workflows to create and update documents S109.
APIAPIBuild custom integrations and extend functionality S1.
SSO (Okta, Azure, etc.)AuthenticationSingle sign-on with identity providers like Salesforce, Okta, and Azure S1.

Pricing

11

Pricing and plans

Published plans, free access, trials, credits, and pricing limitations.

Plan or offerVerified price and billingIncludedLimits
Build$39 per user per month, billed annually ($468/user/year) or $147/user/quarter S109Unlimited documents and signatures S109Custom template design $1,500 S109
Grow$65 per user per month, billed annually ($780/user/year) S109Unlimited documents and signatures; approval workflows, roles, API S109Launch kit $2,000 S109
Scale$107 per user per month, billed annually; platform fee of $12,800/year includes 10 users S109Unlimited documents and signatures; SSO, workspaces, premium integrations S109Extra users $780/user/year S109
Free trial14-day trial, no credit card needed S109Access to all Team plan features S109Not established

Competition

12

Competitive landscape

Domains competing for the same organic search demand.

Sampled competitors

CompetitorFirst-page appearancesSampled queriesAverage positionQueries observed
apmp.org112ai proposal software
qwilr.com112advertising proposal example
autogenai.com113ai proposal software
hubspot.com113advertising proposal example
getaccept.com114ai proposal software
flippingbook.com114advertising proposal example
bookipi.com115ai proposal software
smartsheet.com115advertising proposal example
venngage.com116ai proposal software
indeed.com116advertising proposal example

Website intelligence — Collected evidence

Customers, testimonials, and first-party review claims

No supporting public-page evidence was collected for this category.

Independent review sources discovered

No links to supported independent review platforms were discovered on the collected pages.

13

AI visibility

Measured ChatGPT and Google AI mentions with cited sources.

AI-assistant referral traffic

  • Estimated current generative-AI referral share: 1.7%
MonthSource
—All AI assistants

Website intelligence — Collected evidence

Site-stated AI capabilities

Page typeEvidenceSource
other0**Automate Your Workflows**Streamline your document workflow with templates, AI, automation, and team collaboration tools.https://www.proposify.com/
features0**Automate Your Workflows**Streamline your document workflow with templates, AI, automation, and team collaboration tools.https://www.proposify.com/product-overview
features0**Automate Your Workflows**Streamline your document workflow with templates, AI, automation, and team collaboration tools.https://www.proposify.com/platform/api
other0**Automate Your Workflows**Streamline your document workflow with templates, AI, automation, and team collaboration tools.https://www.proposify.com/electronic-signature-software
features0**Automate Your Workflows**Streamline your document workflow with templates, AI, automation, and team collaboration tools.https://www.proposify.com/platform/professional-design-services
features0**Automate Your Workflows**Streamline your document workflow with templates, AI, automation, and team collaboration tools.https://www.proposify.com/product-overview
features0**Automate Your Workflows**Streamline your document workflow with templates, AI, automation, and team collaboration tools.https://www.proposify.com/platform/api
features0**Automate Your Workflows**Streamline your document workflow with templates, AI, automation, and team collaboration tools.https://www.proposify.com/platform/professional-design-services
features0**Automate Your Workflows**Streamline your document workflow with templates, AI, automation, and team collaboration tools.https://www.proposify.com/platform/security
integrations0**Automate Your Workflows**Streamline your document workflow with templates, AI, automation, and team collaboration tools.https://www.proposify.com/integrations

These are first-party product claims, not independent measurements of AI-search visibility.

14

Marketing opportunities

Actions calculated directly from the collected evidence.

OpportunityRecommended actionEvidence
Competitor gapReview the sampled queries where apmp.org appears.1 first-page appearances across ai proposal software

Website intelligence — Collected evidence

Website evidence gaps

  • customers: no usable public page was collected; verify whether the site publishes this evidence.
  • reviews: no usable public page was collected; verify whether the site publishes this evidence.
  • changes: no usable public page was collected; verify whether the site publishes this evidence.
  • identity: no usable public page was collected; verify whether the site publishes this evidence.
  • technical: no usable public page was collected; verify whether the site publishes this evidence.

Trust and proof

15

Customers, proof, and reviews

Published proof, customer signals, and review evidence.

Independent reviews

PlatformPageHow it was foundNote
G2Proposify Reviews & Product Details / G2 AIGrounded web search★★★★★ 4.6(1,143 reviews) Proposify proposal software helps growing teams remove document bottlenecks, and get visibility into the most important stage of your sales cycle: the close. G2 Rating ... Proposify is a software that automates the creation of business proposals, featuring eSignature capabilities, document processing, and integration with CRM systems. ... ### Pros - ✓ Reviewers appreciate Proposify's detailed analytics that track client interactions with proposals, its efficient proposal
Software AdviceProposify User ReviewsGrounded web search## Overall Rating 4.4 ## Ratings Breakdown 5 (189) 4 (74) 3 (21) 2 (5) 1 (10) ## Secondary Ratings Ease-of-use 4.3 Customer Support 4.4 Value for money 4.3 Functionality 4.3 ... "What I liked most about Proposify is how it removes
capterra.com.auProposify Cost & Reviews - Capterra Australia 2026Grounded web searchcreate effective and powerful proposals. We went from boring, hum-drum business ... Proposify was extremely easy to use. I used it primarily for business proposals and the flexibility that it offered in terms of placing
signwith.coProposify Review 2026: Pricing, Features & Honest VerdictGrounded web search.6 / 5 / 1,144 reviews / October 2026 / / ... .7 / 5 / 77 reviews / October 2026 / / Apple App Store (US) / ... 5 / 131 ratings / October 2026 / / Trustpilot / 2.1 / 5 / 12 reviews / October 2026 / / Product Hunt / None / no reviews yet / October 2026 /
softwarefinder.comProposify Reviews & Ratings / Pros & ConsGrounded web search# Proposify Reviews 4.9 10 Reviews Total 10 reviews 4.9 All reviews are from verified customers Rating Distribution 5 Stars 90% 4 Stars 10% 3 Stars 2 Stars 1 Stars ... one place and with the help of our Awesome Admin, they can easily

Customer proof

Proof typeNamed customer or sourceEvidence
Case studyJim Kelleycustomer case study — Proposify Case Study - How Fern Grew Revenue 200% with Proposify ... (Proposify Case Study - How Fern Grew Revenue 200% with Proposify)
Case studyMikecustomer case study — - E-signatures For Pricing and Insurance Terms - Proposify e-signatures were game changing for Razr Logistics. (Proposify Case Study - Razr Logistics Closes Deals 10x Faster)
TestimonialAubrey E.testimonial — "I love the simplicity Proposify offers. (Proposify - Proposal Software to Streamline Your Sales Process)

Independent mentions

External links were grounded in one live web search. Search snippets are leads, not independently scraped page content; rejected links remain available in Review evidence.

16

Company, security, and trust

Ownership, policies, security signals, and public trust evidence.

SignalFindingSource
Company and ownershipOur team is here to provide their fabulous support Monday - Thursday 8 AM - 8 PM EST and on Fridays 8 AM - 4 PM EST.source
Contact and supportPhone & Zoom supportsource
Legal and privacyThis website uses cookies that are stored in your browser. These cookies are used to collect information about how you interact with our website and allow us to remember you. We use this information in order to improve asource
Security and complianceSingle sign-on (SSO)source
Uptime and status pageProposify has an uptime of 99.9 % or higher. If you wish to check the system status at any time, please visit https://status.proposify.com/ and subscribe for updates.source
Domain registered2012-11-02—
Domain expires2026-11-02—

Every trust signal above is backed by a collected page or a registration record.

17

Documentation and product updates

Help resources, product guidance, and visible changes over time.

Resource or updateTypeWhat is availableDate or freshness
Our Guide to Better Proposals Pricing: Features, Pros, and ConsGuideGuides, comparisons, pricing breakdowns, use cases, and how-to articles. (source)Not dated
Bidsketch Pricing Guide 2026: Plans, Features, and AlternativesGuideGuides, comparisons, pricing breakdowns, use cases, and how-to articles. (source)Not dated
Conga Pricing Guide: Plans, Features, and AlternativesGuideGuides, comparisons, pricing breakdowns, use cases, and how-to articles. (source)Not dated
DealHub Pricing Guide: Plans, Features, and AlternativesGuideGuides, comparisons, pricing breakdowns, use cases, and how-to articles. (source)Not dated
DocuSign Pricing Guide: Plans, Features, and AlternativesGuideGuides, comparisons, pricing breakdowns, use cases, and how-to articles. (source)Not dated
GetAccept Pricing Guide: Plans, Features, and AlternativesGuideGuides, comparisons, pricing breakdowns, use cases, and how-to articles. (source)Not dated
How to Price a Business Proposal / ProposifyGuideGuides, comparisons, pricing breakdowns, use cases, and how-to articles. (source)Not dated
Proposify Security, Safeguard Your Data / ProposifyProduct updateProduct update is publicly available. (source)Not dated

Not found in the collected public sources: public roadmap, changelog or release notes, status page, separate help center or knowledge base.

Technical

18

Technical and delivery signals

Delivery model, platforms, API, data ownership, reliability claims and release activity.

SignalFindingSource
Delivery model (cloud, self-hosted, desktop, browser extension)Cloud-based web application S1.S1
Platforms and appsWeb platform S1.S1
API and extensibility (API, SDK, webhooks, MCP, plugins)API access included on Grow and Scale plans S109.S109
Data ownership and exportFull exportable CSV of all data available S109.S109
Performance and reliability claims99.9% uptime or higher S11.S11
Release activityNot published on the collected pages.—
19

Measured infrastructure

Domain, certificate, and hosting signals, measured directly.

SignalFinding
Domain registered2012-11-02 — Namescout Ltd
Domain expires2026-11-02
First archived2013-04-04 — web archive
TLS certificateGoogle Trust Services, valid, expires 2026-12-23
Security headersHSTS, CSP, X-Frame-Options, Referrer-Policy
Headers not servedX-Content-Type-Options
Server headercloudflare
Mail handled byaspmx.l.google.com, alt1.aspmx.l.google.com
Nameserversns-183.awsdns-22.com, ns-1936.awsdns-50.co.uk
20

Technical site audit

A bounded multi-page crawl with page-level issues and URLs.

Scout — Bounded technical crawl

  • Pages crawled: 15 of 15 maximum
  • Technical health: 94/100
  • Critical issues: 0
  • Warnings: 11
  • Notices: 20

Issues

SeverityIssueValueAffected URL
noticeMeta description length should be reviewed34https://www.proposify.com/
noticeImages are missing alt text22https://www.proposify.com/
noticeMeta description length should be reviewed34https://www.proposify.com/
noticeImages are missing alt text22https://www.proposify.com/
noticeMeta description length should be reviewed177https://www.proposify.com/product-overview
noticeImages are missing alt text22https://www.proposify.com/product-overview
noticeImages are missing alt text22https://www.proposify.com/document-automation
noticeImages are missing alt text22https://www.proposify.com/document-creation-software
warningTitle length should be reviewed67https://www.proposify.com/integrations
noticeImages are missing alt text22https://www.proposify.com/integrations
noticeImages are missing alt text22https://www.proposify.com/document-tracking-software
noticeMeta description length should be reviewed174https://www.proposify.com/proposal-software
warningPage should have one primary H12https://www.proposify.com/proposal-software
noticeImages are missing alt text22https://www.proposify.com/proposal-software
noticeMeta description length should be reviewed38https://www.proposify.com/quoting-software
warningPage should have one primary H12https://www.proposify.com/quoting-software
noticeImages are missing alt text22https://www.proposify.com/quoting-software
warningPage should have one primary H12https://www.proposify.com/electronic-signature-software
noticeImages are missing alt text22https://www.proposify.com/electronic-signature-software
warningTitle length should be reviewed68https://www.proposify.com/contract-management-software
warningPage should have one primary H12https://www.proposify.com/contract-management-software
noticeImages are missing alt text22https://www.proposify.com/contract-management-software
warningTitle length should be reviewed70https://www.proposify.com/industries/professional-services-and-consulting
noticeImages are missing alt text22https://www.proposify.com/industries/professional-services-and-consulting
noticeImages are missing alt text22https://www.proposify.com/industries/landscaping
noticeImages are missing alt text22https://www.proposify.com/industries/cleaning-janitorial
noticeImages are missing alt text22https://www.proposify.com/industries/infrastructure-and-construction
warningDuplicate title in audit sample2https://www.proposify.com/
warningDuplicate title in audit sample2https://www.proposify.com/
warningDuplicate meta description in audit sample2https://www.proposify.com/
warningDuplicate meta description in audit sample2https://www.proposify.com/

Crawled pages

StatusTitleH1sWordsResponseURL
200Proposify - Proposal Software to Streamline Your Sales Process1199660 mshttps://www.proposify.com/
200Proposify - Proposal Software to Streamline Your Sales Process1199635 mshttps://www.proposify.com/
200Product Overview of Proposify1151499 mshttps://www.proposify.com/product-overview
200Document Automation \Proposify11324122 ms
200Create and Close Sales Documents with Proposify1142768 mshttps://www.proposify.com/document-creation-software
200Proposify Integrations for Streamlined Proposal Process \Proposify1111962 ms
200Track and Close Documents with Proposify1141536 mshttps://www.proposify.com/document-tracking-software
200Proposal Software2361647 mshttps://www.proposify.com/proposal-software
200Quoting Software for Streamlined Sales Workflow \Proposify2178781 ms
200Electronic Signature Software for Streamlined Sales \Proposify2176269 ms
200Contract Management Software to Streamline Sales Process \Proposify2163848 ms
200Proposal Software for Professional Services and Consulting \Proposify1130293 ms
200Proposal Software for Landscaping and Lawn Care Businesses1153562 mshttps://www.proposify.com/industries/landscaping
200Proposal Software for Cleaning and Janitorial Businesses11494127 mshttps://www.proposify.com/industries/cleaning-janitorial
200Proposal Software for Infrastructure and Construction \Proposify1130053 ms

This is a bounded Scout crawl. Core Web Vitals and Lighthouse scores are not claimed unless a dedicated performance audit is connected.

21

Search Console and Analytics

First-party search and behavioral data connection state.

Modeled acquisition channels

ChannelEstimated share
direct61.8%
search22.3%
search organic21.5%
search paid0.8%
social3.3%
social organic3.1%
social paid0.2%
referrals4.1%
paid referrals0.0%
mail6.9%
gen ai1.7%
affiliate0.0%
other0.0%

First-party connections

IntegrationStatusData available after connection
Google Search ConsoleNot connectedClicks, impressions, CTR, average position, queries, pages, countries, and devices
Google AnalyticsNot connectedOrganic sessions, engagement, landing pages, conversions, geography, and devices

No first-party Search Console or Analytics numbers are shown until the site owner authorizes the corresponding Google account. Scout traffic model values above are modeled estimates, not private analytics totals.

Limits and method

22

Limitations and open questions

Known constraints and missing evidence from the collected pages.

The collected pages do not mention specific competitors. Pricing details for the Scale plan are partially established, with a platform fee and per-user costs. The free trial is limited to 14 days. No information is available on company ownership or specific release dates.

23

Sources, method, and limitations

Evidence inventory, collection method, provider use, and constraints.

This report is based on 15 collected pages from proposify.com, including product, pricing, security, and integration pages. Evidence was gathered via static and browser rendering rendering. External proof search was used but did not verify customer reviews or ratings. Claims are cited with source tokens S1-S160.

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