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Team Plan
$49/user per month
Great for small or growing sales teams. USD Billed quarterly or annually.
Start Free Trial-
Unlimited Documents
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Custom Fields, Variables, & Forms
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Standard Integrations
?From payments to project management, you can sync your favorite sales tools to support the close. Does not include Salesforce.
Business Plan
Starts at $590/month
Perfect for teams of 10 or more. USD Billed annually.
Talk to Sales-
All Team Plan features, plus:
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Premium Support & Onboarding Services
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Salesforce Integration
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Roles, Permissions, & Approval Workflow
?Allows you to set user permissions and fast-track internal reviews by setting up proper role sign-off, notifications, and reminders.
| Core Features | Team Plan | Business Plan |
|---|---|---|
| User Limit | Unlimited | Unlimited |
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Active Documents
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Active includes drafts, sent, or viewed documents. Archived, won, or lost documents don’t count towards the active total.
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Unlimited | Unlimited |
| Unlimited Templates | ||
| Interactive Quoting | ||
| Notifications | ||
| Content Library | ||
| Proposal Analytics | ||
| Electronic Signatures | ||
| Stripe Payments |
| Premium Features | Team Plan | Business Plan |
|---|---|---|
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Standard Integrations
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From payments to project management, you can sync your favorite sales tools to support the close. Does not include Salesforce.
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| Custom Fields & Variables | ||
| Client Input Forms | ||
| PDF Downloads | ||
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White Labelling
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Removes most Proposify branding and provides the ability to customize the experience to further reflect your brand. Ex: Custom URLs
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| Auto Reminders | ||
| Salesforce Integration | ||
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Approval Workflow
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Allows you to fast-track internal reviews by setting up proper role sign-off, notifications, and reminders.
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| User Roles & Permissions | ||
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Unassigned Signatures
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Unsure who’s holding the deal’s fate in their hands? Use unassigned signatures to speed up the sign-off and let the client decide who will legally lock it down.
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| Reports | ||
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Workspaces
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Workspaces are a way to group teams within an account. This is useful for companies that manage multiple brands, product lines, or regions. They can be branded and set up to meet and manage the needs of each individual group.
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| Support | Team Plan | Business Plan |
|---|---|---|
| Chat Support | ||
| Priority Email & Chat Support | ||
| Phone Support | ||
| Success Manager |
| Paid Services | Team Plan | Business Plan |
|---|---|---|
| Onboarding Services | ||
| Premium Integration Assistance |
FAQ
Why should I choose Proposify over the competition?
Proposify knows proposals. Our team has studied millions of deal documents over many years and understands what it takes to close deals. We are dedicated to delivering a solution that puts you and your team in control of the closing process. From template and content management to analytics and reporting, you’ll have consistency and visibility across your entire sales team and cycle.
Reps will love the flexible design editor and be armed with a powerful tool to create professional, error-free proposals. To top it off, our experienced support team is second to none and here to ensure you succeed with our product and in winning business.
I'm not a designer or agency. Will Proposify work for me?
Yes! Proposify has a flexible and user-friendly design editor so you can create impressive proposals without formal design experience. It’s easy to apply your brand to our professionally designed templates as well.
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.
What are your support hours?
Our team is here to provide their fabulous support Monday - Thursday 8 AM - 8 PM EST and on Fridays 8 AM - 4 PM EST.
Kindly note that support is not available on our 14-day free trial. We encourage you to explore our extensive Knowledge Base to troubleshoot and learn best practices on using Proposify and your available features. If you wish to receive email or chat support from our team, you will need to upgrade to one of our paid plans.
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. Can I create one or can Proposify design one for me?
Absolutely! While we have some ready-to-go templates for specific 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.
if you have a specific template you are currently using and don’t have the time to get things set up, we have a team of talented and experienced designers in-house who can help. 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.
Will my proposal data be safe?
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.
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 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.
How do I get access to additional features and services?
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.
We need to get our documents set up quickly and need a fresh take on the design. Does Proposify offer support?
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.
Customer support to the rescue
We understand that when you’ve got questions, especially when you’re on a tight proposal deadline, you NEED answers. Our customer happiness specialists are at the ready, armed with friendly, helpful, timely support by email or online messaging. We’re here to help, regardless of which plan you’re on or if you’re just taking us for a test drive.
We keep your data safe and private
When it comes to protecting your private information, we’ve got it locked down tighter than Alcatraz. We partner with Amazon Web Services, use 128-bit SSL encryption, and create daily backups. And we never, EVER disclose any data to third-parties without your permission. Rest easy, nothing’s getting out of here alive.
“My advice for any entrepreneur or CEO starting a company is to seek out tools like Proposify because it's gonna make your job a lot easier, especially as a software company. It’s a true product for SaaS companies.”
AJ Yawn
Co-Founder and CEO of ByteChek
“I’ve figured out a way to increase revenue generation and at the same time reduce expenses and payroll and the cost of onboarding clients. That's the biggest benefit that Proposify has given me.”
Sean Hassan
President, JAN-PRO of Raleigh, NC
It’s about more than just proposals—it’s about world domination.
Get a demo and start your team's total takeover.