Proposify Review
Reviewed by Carlos Gil · Founder & Editor, The Best Network
Updated 5 min readEditorially reviewed
Quick facts
- Starting price
- Build $35/user/mo billed annually ($49 monthly)
- Free plan
- No
- Best for
- Agencies and B2B sales teams that send designed proposals with pricing options and want approvals before they go out
- Platforms
- Web; MCP connection for Claude and ChatGPT
BestStacked Score
Weighted average of 5 categories. Methodology below.
Quick answer
What is Proposify, and is it worth paying for?
Proposify is proposal software: you build proposals from templates and a content library, add pricing tables with optional items and discounts, send them for e-signature and see when prospects open them. It's worth paying for if proposals are a core part of how you win work and you want approvals and analytics. Check the roadmap first, because its help center says the rebuilt 'New Proposify' doesn't yet have client forms, its Stripe payment integration or a mobile app. On October 14, 2026, Build cost $35 per user a month billed annually ($49 monthly), Grow $325 a month billed annually for 5 seats and Scale $1,066 a month for 10 seats. There's no free plan; a 14-day trial needs no card.
- Best for
- Agencies and B2B sales teams sending designed proposals with optional items and approval rules.
- Skip it if
- You need payment collection or client forms inside the proposal today, or you only need contracts signed.
- Strongest capability
- Proposal-specific editing: templates, content library, pricing tables and approvals by deal size or discount.
- Biggest limitation
- Forms, Stripe payments and the mobile app aren't in New Proposify yet, and Grow jumps to a $3,900-a-year seat bundle.
- Current cost
- $35 per user a month billed annually ($49 monthly); Grow $325/mo and Scale $1,066/mo billed annually.
The Verdict
Proposify does the proposal job well: a drag-and-drop editor, a content library and product catalog, pricing tables where prospects can change quantities and pick add-ons, legally binding e-signatures on every plan, view notifications, and approval rules by deal or discount size on Grow. It also connects to HubSpot, Salesforce, Pipedrive and Zoho, and to Claude or ChatGPT through an MCP server. Two things hold it back. Its help center says the rebuilt New Proposify, launched in beta in May 2025, still lacks client forms and the Stripe payment integration (both expected in 2027) and its mobile app, while its pricing page still advertises payments. And pricing jumps from $35 per user on Build to a $325-a-month, five-seat Grow bundle once you need approvals or roles. Its terms rule out refunds. We score Proposify 8.1/10.
Best for
Agencies and sales teams that win work through designed proposals and want templates, optional pricing and approvals.
Skip if
You need in-document payments or forms now, a free plan, or only e-signatures on contracts.
The Background
What Is Proposify?
Proposify is proposal software made by Proposify Inc., a Nova Scotia company that says it was founded in 2013 and has more than 8,000 customers. You assemble proposals, quotes and agreements from templates, saved sections and a product catalog, send them as a link or PDF, and get notified when the client views and signs. In May 2025 Proposify launched a rebuilt version, New Proposify (3.0), in beta; its help center says the legacy version is deprecated and lists features still being ported. Pricing moved in 2026 to Build (per user), Grow and Scale (seat bundles billed annually), although parts of the pricing page and an older help article still use the earlier Basic, Team and Business names.
The Product
Proposify Features: What You Actually Get
Editor, templates and content library
New Proposify has a section-based editor, a template gallery, a content library of reusable sections and images, and a product catalog. You can upload a PDF to start a document, but its help center says uploads are limited to 20 pages and 6 MB and import as non-editable images. PDF export is supported.
A web agency keeps its case studies and team bios in the content library and assembles each pitch in under an hour.
Pricing tables, optional items and approvals
Pricing tables support inline discounts and recurring pricing, and prospects can change quantities and choose optional add-ons. Approval workflows on Grow and Scale can require sign-off by role, with conditional limits on maximum discount and price total, so reps can't send an unapproved deal.
A sales manager requires approval for any proposal with more than a 15% discount before it reaches the client.
E-signatures and analytics
Proposify says all plans can get documents legally e-signed, with unlimited documents and signatures on Build. Document insights and email notifications show when a prospect views the proposal, and documents can expire after a set date.
A consultant follows up the morning after a prospect spends time on the pricing section.
CRM integrations and AI
New Proposify connects two-way with HubSpot, Salesforce, Pipedrive and Zoho, plus QuickBooks, Aspire and Zapier, and has an API on Grow and Scale. The premium Salesforce integration is listed on Scale, and the Salesforce managed package is a paid add-on. An MCP connection lets Claude or ChatGPT work with Proposify documents, and the editor includes AI text generation.
A HubSpot team generates a proposal from a deal, pulling line items into the pricing table automatically.
Feature recap
- Section-based editor, templates, content library and product catalog
- Pricing tables with optional items, discounts and recurring prices
- E-signatures on every plan; unlimited documents on Build
- Approval workflows and roles from Grow
- HubSpot, Salesforce, Pipedrive, Zoho, QuickBooks, Aspire and Zapier
- AI text generation and an MCP server for Claude and ChatGPT
- Forms, Stripe payments and mobile app not yet in New Proposify
- 14-day trial without a card; no free plan; no refunds
The Numbers
Proposify Pricing: Every Plan Explained
These are the prices on Proposify's pricing page on October 14, 2026, in US dollars. Build is priced per user; Grow and Scale are seat bundles billed annually.
| Plan | Monthly | Annual | Included Features | Best For |
|---|---|---|---|---|
| BuildBest value | $49/user/mo | $35/user/mo billed annually ($420/user/yr) | Unlimited documents and signatures, content library, AI and MCP server, document insights, integrations and automations, product catalog | Freelancers and small teams |
| Grow | Only annual billing shown | $325/mo billed annually ($3,900/yr) with 5 seats; extra seats $780/yr | Everything in Build plus user roles and permissions, approval workflows, account metrics, custom fields and variables, API access | Sales teams that need approvals |
| Scale | Only annual billing shown | $1,066/mo billed annually ($12,800/yr) with 10 seats; extra seats $780/yr | Everything in Grow plus premium Salesforce integration, SSO, multiple workspaces, custom reporting, premium onboarding and support | Larger sales organizations on Salesforce |
| Free trial | $0 for 14 days | — | No card needed | Building a first proposal before paying |
Build is straightforward at $35 per user a month billed annually. The jump comes when you need approvals, roles or the API: Grow is $3,900 a year for five seats, so a three-person team pays for five. Extra seats on Grow and Scale cost $780 a year each, and Proposify's help center says you're billed for every seat whether or not anyone uses it. The Salesforce managed package and Aspire integration are paid add-ons. Proposify's terms require payment up front, renew automatically, give 14 days' notice of price changes and say it won't refund or credit the rest of a term; the pricing FAQ adds that it doesn't refund once payment is processed. Its help center says that after cancellation, access continues to the end of the billing period and then documents, templates, content and contacts are deleted, so export what you need first. It accepts Visa, Mastercard and Amex only.
Before you buy
What New Proposify doesn't have yet
Proposify's help-center comparison of New Proposify (3.0) and the legacy version, updated October 6, 2026, lists features not yet in 3.0: client forms and repeating headers and footers (2027), the Stripe integration (2027), the Salesforce managed package (Q4) and the mobile app (Q4). It also says migration of legacy content is currently offline.
The pricing page says Proposify uses Stripe to process payments and the homepage advertises client input forms, while the help center marks Stripe payments and payment capture as 'Coming soon' and says forms aren't available in New Proposify. If you need either, confirm availability on your account before buying.
Plan names also differ: the pricing page lists Build, Grow and Scale, but its send table, feature tables and FAQ still use Basic, Team and Business, and a June 2025 help article lists Basic at $19 per user billed annually, Team at $41 and Business at $65. SSO is on Scale on the pricing page and on the 'business plan' in the SSO help article.
The Tradeoffs
Proposify Pros and Cons
What we love
- Proposal-specific editor, templates and content library
- Optional items, discounts and recurring pricing in pricing tables
- Approval workflows by discount or deal size (Grow and up)
- E-signatures and view analytics on every plan
- Two-way HubSpot, Salesforce, Pipedrive and Zoho integrations
- 14-day trial without a card
What could be better
- Forms, Stripe payments and mobile app not yet in New Proposify
- Grow requires a five-seat bundle billed annually
- No refunds; data deleted after cancellation
- Pricing page and help center use different plan names
- Card payments only (Visa, Mastercard, Amex)
- PDF uploads import as non-editable images
The Audience
Who Should Use Proposify?
Best for: agencies pitching custom projects
Agencies that send designed proposals with packages and add-ons get templates, a content library and optional pricing on Build without paying for seats they don't use.
Best for: sales teams that need approvals
Teams of five or more that must control discounts get approvals, roles and the API on Grow, with two-way CRM sync for HubSpot, Salesforce, Pipedrive or Zoho.
Skip if: you need to collect payment in the proposal
Until Stripe payments return to New Proposify, businesses that want clients to sign and pay in one step should compare Qwilr or PandaDoc.
The Methodology
How We Reviewed Proposify
This is an editorial review, not a documented hands-on test. We didn't use a Proposify account for this review. It's based on Proposify's pricing page, homepage, about page and terms of service, and help-center articles on cancellation, billing, seats, subscription plans, New Proposify vs legacy, approvals, the MCP connection, forms, Stripe, payments, PDF upload, SSO and its CRM integrations, all checked on October 14, 2026. Customer and revenue figures are Proposify's own claims. Where its pages differ, we report both statements. No win-rate or support results are claimed.
Our editorial evaluation considers product information, official documentation, pricing, features and professional experience. It is not a claim of documented hands-on testing.
Our review methodology →What changed
- : First published. Editorial review based on Proposify's pricing page, homepage, about page, terms of service and help-center articles on billing, cancellation, seats, plans, New Proposify vs legacy, approvals, MCP, forms, Stripe, payments, PDF upload, SSO and CRM integrations, all checked October 14, 2026. Sub-scores are provisional pending editorial approval.
The Field
Proposify vs The Competition
Proposify competes with other proposal and document tools. Prices below were checked on each vendor's pricing page on October 14, 2026, in US dollars.
| Tool | Starting Price | Free plan | Best Feature | BS Score |
|---|---|---|---|---|
| Proposify | Build $35/user/mo billed annually ($49 monthly) | No | Editor, templates and content library | 8.1/10 |
| PandaDoc | Free (60 documents a year); Starter $19 per seat/mo billed annually | Yes | Proposals, quotes, contracts and payments in one tool | 8.8/10 |
| Qwilr | Starter $35/user/mo billed annually ($49 monthly) | No | Proposals as interactive web pages with payments | 8.3/10 |
| Better Proposals | Starter $13/user/mo billed annually ($19 monthly) | No | Low-cost proposals with a 14-day trial | —No BestStacked review yet |
| Docusign | Personal $11/mo billed annually ($15 monthly) | No | Widely recognized e-signature platform | 8.5/10 |
PandaDoc: PandaDoc has a free plan and covers contracts and payment collection as well as proposals; CRM integrations and approvals are on Business at $49 per seat billed annually. Proposify is more focused on proposal design.Read our PandaDoc review →
Qwilr: Qwilr builds proposals as web pages with interactive quotes and in-page payments through QwilrPay. Its entry price matches Proposify's Build.Read our Qwilr review →
Better Proposals: Better Proposals is the budget option for freelancers and small agencies, with a 14-day trial and no card required. BestStacked hasn't reviewed Better Proposals yet.
Docusign: Docusign is for getting contracts signed, not designing proposals. Teams often pair a proposal tool with Docusign only when legal or procurement requires it.Read our Docusign review →
In The Wild
How People Actually Use Proposify
A freelance designer
Build at $35 a month billed annually covers unlimited proposals and signatures. Use the content library for case studies and optional add-ons for extra deliverables.
A seven-person sales team on HubSpot
Grow ($3,900 a year for five seats plus two at $780) adds approvals and roles; confirm the HubSpot line-item sync covers your products.
A services firm that wants deposits up front
Check whether payment capture is live on your account; Proposify's help center lists it as coming soon. Qwilr or PandaDoc collect payment in the document today.
The Ecosystem
Proposify Integrations
Proposify's help center lists these integrations as available in New Proposify.
- →HubSpot (two-way sync, line items into pricing tables)
- →Salesforce (two-way sync; managed package is a paid add-on)
- →Pipedrive and Zoho CRM (two-way sync)
- →QuickBooks and Aspire
- →Zapier
- →API (Grow and Scale) and MCP server for Claude and ChatGPT
The Stripe integration and payment capture are listed as coming soon in the help center. Zoho line-item lists aren't supported yet, and creating documents from inside Salesforce is marked coming soon.
Common Questions
Proposify FAQ
The Final Word
Should You Use Proposify?
Proposify is a capable, focused proposal tool with good templates, optional pricing, approvals and CRM sync, at a fair per-user entry price. The rebuild leaves gaps that matter, notably payments and forms, and the step from Build to the five-seat Grow bundle is steep. Check the help center's roadmap against your must-haves during the trial. We score Proposify 8.1/10.
Yes, if
Proposals are central to your sales process and you want templates, optional pricing, approvals and CRM sync.
No, if
You need in-document payments or forms today, a free plan, or only e-signatures.
About the reviewer
Carlos Gil
Founder & Editor, The Best Network
Carlos Gil is the bestselling author of The End of Marketing, a LinkedIn Top Voice, and founder of The Best Network. He brings 15+ years in marketing to practical reviews of AI, SaaS, email marketing, creator, and ecommerce software.
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