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    Proposify reviews

    Proposify builds, sends and tracks sales proposals with e-signature and branded templates, billed per seat.

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    ToolTrim verdict3.2/ 5Average

    Basic costs $19/month billed annually ($228/year) for 10 sends and 1 collaborator; Team at $41/month annually ($492/year) adds custom fields and integrations.

    About

    In practice. What you can do with Proposify.

    Proposify is a dedicated proposal builder: branded templates, e-signature, and tracking of opens and views replace sending static PDFs and guessing whether a prospect read them. It sits squarely in the proposal-to-close step of a sales process.

    The entry Basic plan starts at $19/month billed annually ($29 month-to-month) but allows only 10 sends and 1 collaborator with no custom fields or integrations. Moving to Team at $41/month annually unlocks those, and every plan charges a per-send overage fee once the monthly cap is hit, so actual cost scales with how many proposals go out.

    Practical uses

    • Send a sales proposalBuild it from a branded template, send it for e-signature, and track when the prospect opens it.
    • Standardize team proposalsOn the Team plan, share custom fields and templates across collaborators so every proposal follows the same format.

    Features & use cases

    CRM
    Presentation client

    Pros and cons. What Proposify does well, and what to expect.

    Pros

    • Dedicated proposal builder with branded templates, e-signature and open/view tracking in one tool
    • Team plan adds custom fields and integrations at a moderate price increase over Basic

    Cons

    • Entry Basic plan caps sends at 10/month and allows only 1 collaborator, with integrations entirely missing
    • Overage fees per proposal send apply on every plan once the monthly cap is reached

    When it makes sense. Keep Proposify, or challenge it?

    Keep if

    • You send sales proposals often enough to need e-signature and tracking built in, not just a PDF attachment.
    Proposify becomes worthwhile when
    • You use it at least once a week
    • The monthly cost ($19) is small next to the time it saves you

    Challenge if

    • You send very few proposals per month: 10 sends on Basic with no integrations may not be worth $19-29/month over a simple PDF/e-signature combo.
    Proposify becomes too expensive when
    • You use it less than once a month
    • A simple free version or a tool already in your stack would do

    Our verdict. What to know about Proposify.

    Why this verdict

    Average

    Added value

    The entry Basic plan at $19-29/month only allows 10 sends and 1 collaborator with no integrations, so a growing freelancer quickly needs Team ($41-49/month) to get custom fields and integrations.

    Simplicity

    A dedicated proposal builder with branded templates is designed to produce a sendable proposal quickly, without technical setup.

    Fit for purpose

    Delivers proposal creation, e-signature and tracking as promised, but every plan caps monthly sends with per-send overage fees, a real constraint on the stated promise.

    Performance

    Covers proposal creation, e-signature and tracking/analytics; custom fields, SSO and API access are reserved for the Team plan and above, which caps what the entry plan can do.

    Reversibility

    Neutral score: export and data-portability options on leaving Proposify are not covered by the collected sources.

    ProposifyFrom $19/mo
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