Proposify

Proposal platform focused on sales-team control: approvals, roles and analytics

Overview

Proposify Inc. sells proposal software designed around a manager’s need to control what reps send. All plans include unlimited documents and signatures, a content library, document insights, a product catalogue, integrations and an AI feature set with an MCP server[3]. Build costs US$49 per user per month on monthly billing or US$39 on annual billing; Grow costs US$65 per user per month billed annually and adds roles and permissions, approval workflows, account metrics, custom fields and variables, and API access; Scale carries a US$12,800 annual platform fee covering ten users and adds Salesforce integration, SSO, multiple workspaces, custom reporting and a dedicated success manager[3].

The page also lists send allowances per month with per-send overage charges and paid services, including custom template design at US$1,500 and a Launch Kit at US$2,000[3]. Proposify states that it is GDPR and SOC 2 Type 2 compliant, hosts on Amazon’s cloud and processes payments through Stripe[3]. The interface is translated into 15 languages, although proposal content and emails are not[3]. A 14-day trial with Team-plan features requires no credit card, and payments are not refunded after processing[3].

Proposify features

  • Unlimited documents and e-signatures
  • Approval workflows and user roles (Grow)
  • Content library and product catalogue
  • Document insights and account metrics
  • Salesforce integration and SSO (Scale)
  • AI tools with MCP server

Proposify pricing

Build: US$49/user/month monthly or US$39 annual. Grow: US$65/user/month annual (extra users US$780/year). Scale: US$12,800/year platform fee including 10 users. 14-day trial without a card. Custom template design US$1,500; Launch Kit US$2,000.

Proposify strengths and limitations

Strengths

  • Strong approval and permission controls
  • Unlimited documents on every plan
  • Published prices for all tiers

Limitations

  • Salesforce integration only on Scale
  • Send limits with overage charges
  • No refunds once payment is processed

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