/user per month
3 users maximum per account.
5 Active Proposals?Active proposals are ones that are drafts, sent, or viewed. Archived, won, or lost proposals don't count against your active totals.
Notifications & Metrics
FOR SALES TEAMS
/user per month
* Billed quarterly
Standard Integrations?Standard integrations: Does not include Salesforce
Custom Fields & Variables
Client Input Forms
CORE FEATURES +
Contact us to customize the perfect plan for sales teams of 10 or more.GET IN TOUCH
User Roles & Permissions
Connect with us to get access to these additional features
Active proposals are ones that are drafts, sent, or viewed. Archived, won, or lost proposals don't count against your active totals.
|Notifications & Metrics|
Standard integrations: Does not include Salesforce
|Client Input Forms|
|Custom Fields & Variables|
Workspaces are separate accounts within a Proposify account, useful for multiple companies, franchises, or sales teams. Each workspace can have its own branding, users, and proposals an account owner can control.
|User Roles & Permissions|
|Email & Chat Support|
|Priority Email & Chat Support|
|Premium Integration Assistance|
$19/user per month
*Billed monthly or annually.START FREE TRIAL
$49/user per month
* Billed quarterly or annually.START FREE TRIAL
Why should I choose Proposify over the competition?
Our mission from the get go has been to make proposal software that gives you the power and flexibility to create beautifully designed proposals without the rigidness of programs like InDesign. We make it easy to create winning proposals, manage your sales pipeline, and get faster sign-off from clients. If that's what you're looking for, Proposify might just be your new BFF.
I'm not a designer or agency. Will Proposify work for me?
Proposify gives you design flexibility without needing to be a designer so you can create beautiful proposals on your own. Digital, design, marketing, and creative agencies have been with us from the start. But many other industries that rely on proposals to bring in new business find Proposify valuable.
What are your support hours?
We provide great support Monday - Thursday 8 AM - 8 PM EST and on Fridays 8 AM - 4 PM EST.
How many contacts can I have?
All plans include unlimited contacts. You can import your contacts directly via one of our CRM integrations.
You don't have a template specific to my industry. Will Proposify still work for me?
Yes! While we have some ready-to-go templates for specific projects and industries, all our templates are 100% customizable. So you can create the design and content for your own template. You can also paste text from other programs like Google Docs and Word and format the proposal to match your brand. Keep an eye on the template gallery as we regularly add new services and industries.
Will my proposal data be safe?
Keeping your data safe is a serious priority for us. 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.
What if my clients don't speak English?
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.
What is included in the free trial?
Our free trial gives you access to all of the features of our Grande plan for 14 days. 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.
How do I get access to add-on features and services?
If you are interested in the additional features and services listed on our Venti plan, please get in touch, and we can set up the right plan for you.
“Proposify has increased our revenue per client. Clients select more services when clicking them online than they did when going through our paper proposals with us.”
Founder at GeekCoaches
“I can’t believe how much time we were wasting before. This product is well worth its cost.”
Operations Manager at Catalina Tours