Category
Proposals, Quotes & RFPs
Key features
Drag-and-drop proposal editor
Shared template and content library
Interactive quotes and client forms
01 — Overview
What is
Proposify
Proposify is proposal software for creating, sending, tracking and e-signing proposals, quotes and agreements. Teams build documents from shared templates and a content library, add interactive quotes that buyers can adjust, and pull deal data straight from the CRM. Sellers get alerts when a prospect opens a document and can see which sections were read and for how long.
The verdict
Build, send and track sales proposals
02 — Who it’s for
Ideal Customer Profile
Made for sales teams and the sales, marketing and operations leaders who want consistent, on-brand proposals. It is popular with service businesses such as consultants, cleaning and construction firms, and supports multi-unit businesses like franchises through separate workspaces.
03 — Capabilities
Key Features
Drag-and-drop proposal editor
Shared template and content library
Interactive quotes and client forms
Legally binding e-signatures
Open alerts and section-level analytics
Approval workflows, roles and locked content
CRM data merge and API access
05 — Similar tools
Alternatives
06 — FAQ
Frequently Asked Questions
What is Proposify used for?
Proposify is used to build, send, track and e-sign proposals, quotes and contracts, so sales teams can move from pitch to signed deal faster and with consistent branding.
Who is Proposify for?
It suits sales teams in small and mid-sized businesses, especially service companies like agencies, consultants, cleaning and construction firms, and franchises that need separate workspaces per location.
Which tools does Proposify integrate with?
Proposify connects with CRMs such as HubSpot, Salesforce, Pipedrive, Zoho, Copper and Microsoft Dynamics, with Stripe for payments, QuickBooks and FreshBooks for invoicing, Slack, Gong and Vidyard, and with Zapier for other apps.
Does Proposify have an API?
Yes. Proposify offers a developer API, documented at apidocs.proposify.com, for building custom integrations and connecting proposals to external systems.