KeenVerdict

Review · Sales & CRM

Proposify review

Proposal management software for building branded proposals and quotes, tracking engagement and controlling what teams send.

By the KeenVerdict research desk · Updated November 9, 2026

Features (40%)
8.8
Ease of use (30%)
8.4
Value (30%)
7.8

Proposify focuses on giving sales teams control and visibility over proposals. Build costs $39 per user per month on annual billing, or $49 monthly, and includes unlimited documents and signatures, a content library, AI writing, an MCP server, document insights, integrations, automations and a product catalog. Interactive quoting lets buyers pick optional fees or set quantities, and analytics show when each recipient opens a document and how long they spend in each section. Grow, at $65 per user billed annually, adds user roles and permissions, approval workflows triggered by price total or discount, account metrics, custom fields and variables and API access. Scale has a platform fee of $12,800 a year that includes 10 users and adds premium integrations such as Salesforce, SSO, multiple workspaces, custom reporting and a dedicated success manager. The pricing page notes that every plan includes a monthly send limit with per-send overage, so check volumes. Custom template design costs $1,500.

Who it is for

Sales teams that want document analytics, approval workflows and account-wide reporting on proposals.

Price

Build $39 per user per month billed annually ($49 monthly); Grow $65 per user per month; Scale has a $12,800 a year platform fee.

Build $ 49 /user/mo $ 39 /user/mo $49/user when billed monthly.
Quoted from the vendor pricing page on November 9, 2026.

Key features

  • Drag and drop editor with video, tables and AI writing
  • Interactive quoting with optional fees and buyer-set quantities
  • Document analytics showing time spent per section
  • Approval workflows based on price total and discount percentage on Grow
  • Content library, product catalog, integrations and an MCP server

Strengths and weaknesses

  • Strength: Unlimited documents and signatures on every plan
  • Strength: Section-level engagement data for follow-ups
  • Strength: Approval rules help control discounts
  • Weakness: Approvals, roles and API access need the $65 Grow plan
  • Weakness: Scale starts with a $12,800 annual platform fee
  • Weakness: Each plan has a monthly send limit with overage fees

Key facts

  • Cheapest plan: Build, $39 per user per month billed annually
  • Free trial: 14 days, no card needed
  • Scale plan: $12,800 a year including 10 users

Where it ranks

Proposify is No. 3 in our Best Proposal Software verdict.

Alternatives we scored

Visit proposify.com · Questions or corrections: editorial@keenverdict.com