Give Proposify Another Spin

A new pressing, no scratches: We rebuilt Proposify from the ground up, starting with the editor. It loads fast, plays smooth, and doesn't skip a beat.

"I love Proposify, but I hate the f&#%ing editor."

We heard the same tune again and again. Even from our happiest customers. So that's the track we rewrote first. Creating a proposal that looks sharp and stands out is now faster and easier.

Here’s why we think you should give Proposify another spin:

Finally, an editor that keeps up with you

Faster from the first click, so loading, editing, and reformatting a proposal never slows you down

Proposals open fast, even the long ones
No laggy editing, no waiting on pages to catch up
Big layout changes that happen as fast as small ones
Copy, paste, and undo that work the way you expect, with no broken layouts

AI-assisted writing, right inside the document

Paste in your call notes, meeting transcripts, or rough ideas, add a prompt, and let AI help draft the sections that usually take the longest.

Turn call notes into a first draft of an executive summary, scope of work, or cover letter
Refine, rewrite, or tighten the wording in place
Catch typos and rough phrasing before your buyer does

Work on proposals from your AI assistant

Connect Proposify to Claude or ChatGPT with our MCP connector, so you can work on proposals without leaving the conversation.

Ask your AI assistant to update, tailor, or personalize a proposal from the chat
Pull details from your own website to speed up a first draft
Make Proposify part of the AI workflows your team already uses

See what's actually working, across the whole team

New and improved account metrics track every proposal's performance, from first draft to signed deal, without exporting a single spreadsheet.

Compare win rate and deal size by rep
Spot which templates actually close
See performance trends across your whole team

Your CRM fills in the proposal for you

Your HubSpot, Aspire, Pipedrive, and Zoho integrations now do a lot more of the work, bringing over more of your deal data so there's less to retype and less to get wrong.

Pull data from any connected object, not just the standard fields
Bring in line items straight from your products, no re-typing
Deal details stay in sync automatically

I've been in the proposal space for over a decade,

and I’ve watched how teams sell, and what they expect from their software, change a lot. We took everything we’ve learned about what actually makes a proposal process work and used it to rethink Proposify.

The result is one connected way to manage your proposals, from the first draft to the signed deal.

If Proposify wasn’t right for you before, I’d love for you to see what’s different now!

Kyle Racki, CEO

2x close rate

Proposify customers enjoy a close rate 2x the industry average.

17 minutes

On average Proposify proposals are created in 17 minutes or less.

24 hr

43% of proposals sent through Proposify are won within 24 hours of opening.

The reviews are in.

Real reviews from teams closing deals with Proposify today.

Streamlined!

“The ease of use and the ability to track proposals in process. We are able to quickly generate proposals that are easy for our clients to review and sign. The tracking aspects help us forecast wins. Saving time on proposal generation has kept our salespeople out of the office and in front of prospects more”

Francis L. Service Sales Manager

Simple to create professional and  e-signable proposals

“With the library of content and the simple drag-and-drop nature of Proposify, I can quickly create a wide variety of documents and proposals that look extremely professional. It is simple to add a signature or initial field. I can knock out proposals in a minute that used to take 15 minutes.”

Jake M. Vice President of Sales

Radically streamlined proposals for my company

“Proposify has radically streamlined proposals for my company and we get proposals to our clients 10x faster. In addition, they look much more professional and have many tools to help make the proposals look great.”

Michael Evan B. Austin Branch Manager

Design the proposal dreams (and deals)
are made of.

Unlimited flexibility to design beautiful proposal templates customized to your unique brand. No time to design your own? No problem. Our Professional Services team will build an interactive template based on your brand and our best practices.

	Basic Start free trial	Team Start free trial	Business Book a demo
Brand customization
Unlimited templates All accounts allow unlimited templates.
Content library Create and share templates, sections, and images that can be pulled into documents.
Embed images & videos Images can be uploaded directly, videos can be embedded from external sources like YouTube, Vidyard, and Wistia
Custom domain You can map your domain so prospects visit something like proposals.yourdomain.com and don't see "proposify" in the URL
Content authoring	Basic	Team	Business
Online signatures All plans allow you to get documents legally e-signed
Interactive quoting Allow prospects to alter the quantity or optional add-ons
Client input forms Capture information from prospects by adding form inputs to your documents.
Document Sends Create unlimited documents on all plans	Unlimited	Unlimited	Unlimited
Collaborator seats Collaborators are users who only have access to specific proposals, and can edit or approve, but not create or send. info	1 collab seat included	3 collab seats included	5 collab seats included
Visibility	Basic	Team	Business
Notifications & metrics Get notified by email and see when prospects are viewing your document.
PDF export Generate a PDF from any document that matches the digital version.
Reports Get a full exportable table of all your documents with filtering.
Integrations & API	Basic	Team	Business
Integrations Integrate with popular CRMs and Zapier
Automations Set up automations using pre-built connectors or customize using the workflow builder
Single sign-on (SSO) Our SSO works with identity providers like Salesforce, Okta, and Azure
Salesforce integration Use our managed package and optionally SSO so reps work right within Salesforce			$9/user/mo
Aspire integration Import contacts and field data from Aspire into documents in Proposify			$9/user/mo
Process & control	Basic	Team	Business
Custom fields & variables Create your own fields you can use internally that get replaced in custom variables within a document.
Roles & permissions Lock down what users can and can't do by role.
Approval workflows Create conditions that if met will trigger an approval from a manager (by deal size and discount size).
Workspaces Great for multi-unit businesses like franchises. Enables businesses to have completely separate instances that admins can manage.
API Access Integrate with external systems, or enhance customization, our API provides the tools you need to succeed.
Customer Success	Basic	Team	Business
Email & chat support Our team is here to provide their fabulous support Monday - Thursday 8 AM - 8 PM EST and on Fridays 8 AM - 4 PM EST.
Phone & Zoom support Sometimes the written word isn't enough and our team will hop on a call to show you how to accomplish something in Proposify.
Success manager Your own dedicated CSM who will onboard you and meet with you periodically to ensure you're getting maximum value from Proposify. info
Premium integration support Our team of experts can perform advanced troubleshooting and even set up zaps and automations to get the job done.
Custom template design Our in-house designers will design an on-brand, professional proposal template to your satisfaction. info	Learn more	Learn more	Learn more

Give Proposify Another Spin

"I love Proposify, but I hate the f&#%ing editor."

Here’s why we think you should give Proposify another spin:

Finally, an editor that keeps up with you

AI-assisted writing, right inside the document

Work on proposals from your AI assistant

See what's actually working, across the whole team

Your CRM fills in the proposal for you

I've been in the proposal space for over a decade,

2x close rate

17 minutes

24 hr

The reviews are in.

Design the proposal dreams (and deals)are made of.

Ready to drop the needle?Give Proposify another spin.

Basic

Team

Business

Brand customization

Content authoring

Visibility

Integrations & API

Process & control

Customer Success

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Design the proposal dreams (and deals)
are made of.

Ready to drop the needle?
Give Proposify another spin.