What it does
Proposify creates proposals, quotes and contracts from a shared content library and product catalog. Buyers can choose quote options and sign documents online. Higher subscription plans add pricing approvals, user roles and multiple workspaces; a 14-day trial starts without a credit card.
Build a proposal from maintained scope, pricing and decision sections. Reuse text and images from the library, then adapt the particulars for the buyer. Interactive quotes let customers choose optional services or quantities.
For pricing exceptions, approval conditions can use the document total, overall discount or a line-item discount. Define the threshold and approving role before representatives start sending proposals.
Plan and billing choices
| Plan | Selected scope | Billing |
|---|---|---|
| Build | Shared content, product catalog, signatures and document insights | Quarterly or annually |
| Grow | Adds role controls, approvals, custom fields and API access | Annually |
| Scale | Adds multiple workspaces, SSO and tailored reporting/support | Annually |
Start the 14-day trial by creating an account; no card is required. Confirm send capacity and any overage terms in the order, especially for a large team producing proposals daily.
Strengths
- Reusable sections and a central product catalog support consistent proposals
- Approval conditions can distinguish total value from overall or line-item discounts
Watch out for
- Current approval workflows and role controls require Grow or higher
Best for
- Sales teams standardizing proposals while reviewing pricing exceptions before sending
Sources
- Proposify official product and access information (Oct 27, 2026)
- Proposify - Proposal Software to Streamline Your Sales Process (Oct 26, 2026)
- Create and Close Sales Documents with Proposify (Oct 26, 2026)