Pick a plan.
Pop the champagne.

Absolutely! You can cancel your account at any point during your billing cycle to prevent future renewals. Rest assured, you'll continue to enjoy access to all of Proposify's features until the end of your current subscription period. Please note that we do not offer refunds once the payment has been processed.

You can upgrade your plan at any time to access additional features.

If you are interested in the premium features and services listed on our Business plan, please get in touch, and we can set up the right plan for you.

Our free trial gives you access to all of the features on our Team plan for 14 days. We recommend taking things for a spin to see which ones work best for your team and process. You can create and send real proposals to real clients during your trial. Once your trial is over, your clients can still view and accept any proposals you sent to them during the trial period.

Some of our plans limit how many documents you can send each month.

Once you are at your send limit you can send an additional document for a low one-time fee per send.

The amount of sends will roll over each month so they will accumulate if you don't use them.

All plans include unlimited contacts. You can import your contacts directly via one of our CRM integrations.

We certainly do! If you are looking to elevate your deal design and get a more customized look and feel, we are here to help. We have a team of talented and experienced designers in-house to support our customers and ensure they are set up for success. They know proposals and how to make your documents shine through design and work for your unique sales process. Check out our Professional Services page for more information and let us transform your proposals so you can be ready to impress.

Absolutely! While we have an extensive proposal template library for most projects and industries, all our templates are 100% customizable. This means you can create and update the content to match your brand and style guidelines. You can also paste text from other programs like Google Docs and Word for an easy transition.

However, if you have a specific template you are currently using and don’t have the time to get things set up, our team of in-house designers can help. Check out our Professional Services page for more information.

Our team is here to provide their fabulous support Monday - Thursday 8 AM - 8 PM EST and on Fridays 8 AM - 4 PM EST.

Keeping your data safe is a priority. We are dedicated to doing this through continued compliance efforts, ongoing audits, and 24/7 system monitoring to ensure we meet and exceed industry standards. Proposals are sent using secure encrypted links and we never disclose your information to third parties. We partner with Amazon for cloud hosting and your data is protected by 256-bit SSL security. We are also GDPR and SOC2 compliant. Learn more on our Security page.

You can translate our interface into 15 languages to make it easier for your non-English speaking clients. However, we do not translate the content of your proposals or the emails sent through Proposify so you will need to make those adjustments.