Proposify

proposify.com
Sales Engagement
Weekend Project

Beautiful proposals that close deals faster

How to Replace Proposify

Overview

Proposify is a web-based proposal software that helps teams create, send, and track professional proposals to win more business. It combines customizable templates, e-signature capability, and detailed analytics to streamline the sales proposal process.

Features

47 features across 19 categories

AI(1)

AI Content AssistantAIPremium

Generate proposal content using artificial intelligence.

Also in: monday.com, Notion, Airtable

Analytics(6)

Lead ScoringAIPremium

Score proposal interactions to identify hot leads.

Performance AnalyticsPremium

Detailed insights into proposal performance, win rates, and client engagement metrics.

Proposal Tracking

Real-time notifications when proposals are opened, viewed, or signed.

Signature TrackingPremium

Detailed tracking of who signed, when, and from which device.

Team DashboardPremium

Centralized dashboard for team proposals and performance.

Win/Loss AnalysisPremium

Track and analyze why proposals are won or lost.

Also in: Hugging Face, Notion, Smartsheet

Billing(1)

Recurring Billing SetupPremium

Configure recurring service proposals with billing terms.

Also in: Insightly, Airtable, Obsidian

Branding(1)

Custom DomainPremium

Use custom domain for proposal links and tracking.

Also in: Lightspeed POS, Lessonly, Setmore

Client Management(1)

Client PortalPremium

Provide clients with a branded portal to view and sign proposals.

Also in: mycase, Litify, Acuity Scheduling

Collaboration(3)

Approval WorkflowsPremium

Define custom approval processes before proposals are sent.

Client CommentsPremium

Enable clients to leave feedback and comments on proposals.

Team Collaboration

Multi-user workspace for teams to collaborate on proposal creation and approval.

Also in: Notion, Airtable, Obsidian

Content(1)

Rich Media Support

Embed videos, images, and interactive media in proposals.

Also in: Squarespace, Hunter, Notion

Core(8)

Archive & Organize

Organize proposals into folders and archive for easy retrieval.

Drag & Drop Editor

Visual editor to customize proposals without coding knowledge.

E-SignaturePremium

Built-in electronic signature capability for proposal approval and signing.

Mobile Preview

Preview how proposals appear on mobile devices before sending.

Pricing Tables

Dynamic pricing and product/service tables with calculation capabilities.

Proposal ExpirationPremium

Set expiration dates on proposals to create urgency.

Proposal Templates

Pre-built, customizable templates for various industries and proposal types.

Version ControlPremium

Track proposal versions and changes to maintain audit trail.

Customization(4)

Brand Customization

Apply company branding, colors, logos, and fonts to all proposals.

Custom FieldsPremium

Add custom data fields to capture specific client information.

Dynamic SectionsPremium

Show or hide sections based on client type or preferences.

Email Templates

Customizable email templates for sending and following up on proposals.

Data Management(1)

Bulk ImportPremium

Import contacts and data in bulk via CSV or API.

Enterprise(1)

White-Label SolutionPremium

Complete white-label offering for agencies and resellers.

Exports(1)

PDF Export

Export proposals as professional PDF files.

Integration(3)

API AccessPremium

REST API for building custom integrations and automations.

Auto-Fill DataPremium

Automatically populate proposal fields from CRM or contact data.

WebhooksPremium

Set up webhooks to trigger actions in external systems.

Localization(2)

Currency SupportPremium

Support multiple currencies in pricing and payment sections.

Multi-Language SupportPremium

Create proposals in multiple languages for international clients.

Payments(1)

Payment LinksPremium

Embed payment collection directly in proposals for immediate transactions.

Pricing(1)

Discount & Tax ManagementPremium

Apply discounts, taxes, and fees with automatic calculations.

Productivity(6)

Content Library

Reusable content blocks and sections to speed up proposal creation.

Mass SendingPremium

Send multiple proposals at once with personalization.

Proposal Cloning

Quickly duplicate existing proposals as templates.

Proposal RemindersPremium

Automatic follow-up reminders for unsigned or unopened proposals.

Proposal Search

Search across all proposals by content, client name, or date.

Scheduled SendingPremium

Schedule proposals to be sent at specific dates and times.

Security(4)

Access ControlPremium

Manage user permissions and roles for team members.

Audit LogsPremium

Complete audit trail of all proposal actions and changes.

SSO & SAMLPremium

Enterprise single sign-on with SAML support.

Two-Factor AuthenticationPremium

Enhanced account security with two-factor authentication.

Templates(1)

Proposal Templates Library

Access to 100+ industry-specific proposal templates.

Pricing

Free

Free
  • Up to 5 proposals/month
  • basic templates
  • email sending

Professional

Popular
$49/mo
  • Unlimited proposals
  • e-signature
  • tracking
  • team collaboration

Team

$99/mo
  • All Professional + payment links
  • approval workflows
  • advanced analytics

Business

$199/mo
  • All Team + API access
  • webhooks
  • white-label
  • SSO

Cost Calculator

Keep Paying Proposify

Monthly$49/mo
Yearly$588/yr
5-Year Total$2.9k

Build It Yourself

Est. Build Time~4 hrs
Hosting$20/mo
DifficultyVery Easy

Total Cost Comparison

1 YearSave $348
SaaS
$588
DIY
$240
3 YearsSave $1k
SaaS
$1.8k
DIY
$720
5 YearsSave $1.7k
SaaS
$2.9k
DIY
$1.2k

DIY hosting estimate based on Vercel + Supabase free/pro tiers (~$20/mo). Build time estimated from 47 features at very easy complexity.

Build vs Buy

Should you build a Proposify alternative or buy the subscription? Estimate based on 47 features.

Buy Proposify

Better Value
Monthly cost$490/mo
3-year total$17,640
Time to deployDays

Build Your Own

Development cost$24,000
Maintenance$360/mo
3-year total$36,960
Dev time~2 months

Buying Proposify saves ~$19,320 over 3 years vs building.

Estimates based on 47 features and a BuildScore of 5/5. Actual costs vary.

Integrations

30 known integrations