Proposify review: pricing, features and alternatives (2026)

Overview

Proposify is a design-first proposal platform with a drag-and-drop editor, locked template elements, e-signatures, and document analytics that show which sections a buyer read and for how long.

Key features

• Drag-and-drop proposal editor with brand control
• E-signatures to speed up sign-off
• Engagement analytics on opens and views
• CRM integrations (HubSpot, Salesforce, Pipedrive)

Who it's for

Sales and marketing teams sending branded client proposals who want design control and engagement tracking.

Where it falls short

Gaps we found in research, each linked to its source.

• Every plan carries a monthly send limit (10, 30 or 75 sends on the three self-listed tiers) with a per-send overage fee; drafting and editing stay unlimited. proposify.com, 2026-10
• Approval workflows, user roles and permissions, custom fields and API access start on the Grow plan, which is sold annually with 5 seats included and needs a demo. proposify.com, 2026-10
• The Salesforce managed package is a premium integration: included on Scale (10 seats, billed annually) and a paid per-user add-on below that. proposify.com, 2026-10
• Capterra reviews from September 2024 to April 2026 mention clunky editing, Word content that formats badly when pasted in, and pricing that feels high for small teams. capterra.com, 2026-10

Security: ISO 27001, SOC 2, and regional hosting

A security review of Proposify usually starts with three questions: ISO 27001, SOC 2, and whether you can keep data in the US or the EU. We only mark a yes when a public vendor page supports it.

ISO 27001

Not listed

SOC 2

SOC 2 Type II

US hosting

Not listed

EU hosting

Not listed

Slack, Teams and the rest of the stack

Proposify collaboration is only as useful as the chat tools your SMEs already live in. Slack and Microsoft Teams are the two that matter on a live questionnaire.

Slack

Not listed

Microsoft Teams

Not listed

Subprocessors

For Proposify, start with the big three clouds (AWS, Azure, GCP), then look at niche processors that touch answer content, call a third-party model, or record sessions.

AWS, Azure, GCP

Not listed

No named subprocessors are listed in our sourced dataset for Proposify.

Topics

Industries and roles

Pages that list Proposify because its published profile shows evidence of that fit.

Ratings

Pricing and value

How much does Proposify cost?

Proposify uses per-seat pricing, starting at $35/user/mo Build is $35/user/mo billed annually ($49 monthly). Grow is $325/mo billed annually with 5 seats, and Scale $1,066/mo billed annually with 10 seats. Every plan has a monthly send limit with per-send overage fees. 14-day free trial, no card required.

Proposify publishes a free trial, last checked Jul 2026.

On our capability model it scores 3.7 out of 5 across 9 dimensions, and G2 reviewers rate it 4.6/5 across 1,138 reviews. Weigh that against sales and marketing teams that care about polished, on-brand proposals to judge whether the price fits the job.

Pricing and details verified Oct 2026. Confirm on the vendor's site before you buy.

Who should pick Proposify, and who should skip it

Pick it if you fit this profile: sales and marketing teams sending branded client proposals who want design control and engagement tracking. Where it earns its place: Strong design output from locked templates, so reps change prices and names rather than layouts.

Look elsewhere if this limitation is a deal-breaker: Every plan has a monthly send limit with per-send overage fees. Also look around if rfps is central to how you work (0/3 here). In that case, one of the Proposify alternatives may fit better.

Bottom line

Best use case in one line: Sales and marketing teams that care about polished, on-brand proposals.

Similar tools

Loopio, AutoRFP.ai, and Responsive come first as category benchmarks, followed by the closest peers on the job Proposify is hired for (shared categories and tags, plus aligned capabilities). The snapshot above already scores each job. The notes below say where each tool is stronger, lighter, or a match.

Loopio (4.6/5, Custom (~$20K+/yr est.)). Best for large enterprise teams with high response volume and a mature content library. Leads Proposify on RFPs, DDQs, and AI drafting. Audience: Teams in SaaS, tech, financial services, and healthcare answering high volumes of RFPs, RFIs, DDQs, and security questionnaires. Watch-out: No public prices: the entry Foundations plan includes 10 seats, and multi-step reviews start one tier up on Enhanced.

AutoRFP.ai (4.9/5, $899/mo). Best for software and finance teams answering structured RFPs in Word and Excel who want accuracy-first drafts, responses written to win, and a workflow that is easy to run. Leads Proposify on RFPs, DDQs, and AI drafting. Audience: Software and finance response teams whose RFPs come in as Word or Excel files and who want accuracy-first drafts, winning responses with every line cited to a source, a person, or the AI, and a workflow that is easy to run. Watch-out: Built for structured, source-cited answers rather than creative writing on long-form responses. For persuasive multi-page narrative, AutogenAI is built for that prose job.

Responsive (4.6/5, $10,000 (Emerging edition)). Best for enterprise teams with complex approval chains and heavy integration requirements. Leads Proposify on RFPs, DDQs, and AI drafting. Audience: Enterprise sales and proposal teams that need the widest workflow across RFPs, RFIs, DDQs, and security questionnaires. Watch-out: Quoted by edition, user count, and add-ons, with a 12-month minimum term as standard and no free trial.

Proposable (3.6/5, $19/user/mo). Best for sales teams that want a simple builder with solid recipient analytics. Matches Proposify on RFPs and DDQs, and is lighter on AI drafting. Audience: Sales teams and managers who want quick proposal creation with tracking and approval controls. Watch-out: Solo allows 5 proposal deliveries a month, with no Stripe payments or team collaboration.

Qwilr (3.6/5, $35/user/mo). Best for sales teams that want proposals to feel like a polished web page. Matches Proposify on RFPs, DDQs, and AI drafting. Audience: Modern sales teams who prefer interactive, mobile-friendly proposals over PDFs and want engagement data. Watch-out: Salesforce integration is only on Scale, which has a 10-user minimum.

GetAccept (3.7/5, $25/user/mo). Best for revenue teams that want a shared deal space, not just a proposal PDF. Matches Proposify on RFPs, DDQs, and AI drafting. Audience: Sales and RevOps teams running complex deals who want proposals, signing, and buyer engagement in one room. Watch-out: Plans longer than a month need written cancellation 60 days before renewal, with no refunds.

LOLoopioContent-library-first RFP response managementRFP ResponseDDQSecurity QuestionnairesLoopio is an established RFP response management platform built around a tagged, versioned answer library and multi-step review workflows. Loopio says more than 1,700 companies use it.from Custom (~$20K+/yr est.)4.6AUAutoRFP.aiAccuracy-first, AI-native, source-grounded platform for RFPs, security questionnaires, and DDQsRFP ResponseDDQAI-NativeAutoRFP.ai is the accuracy-first platform for writing winning responses to RFPs, security questionnaires, and DDQs. Every answer is written from content your team has approved and shows the sources behind it, in a workflow that is easy to run: the library files each approved answer on its own.from $899/mo4.9REResponsiveEnterprise response management from intake to submissionRFP ResponseDDQSecurity QuestionnairesResponsive (formerly RFPIO) is a dedicated response-management platform covering RFPs, DDQs, and security questionnaires with a wide intake-to-submission workflow.from $10,000 (Emerging edition)4.6PRProposableProposals with a focus on trackingProposal ManagementProposable is a straightforward proposal builder for sales teams, with a content library, e-signatures, approval controls, and analytics on how recipients interact with each document.from $19/user/mo3.6QWQwilrInteractive web proposals with analyticsProposal ManagementQwilr turns proposals into interactive web pages rather than static PDFs, with payments, signatures, and page-level analytics that show how prospects engage.from $35/user/mo3.6GEGetAcceptDigital sales room with proposals and e-signProposal ManagementGetAccept wraps proposals, quotes, e-signatures, and content into a digital sales room, so buyers and sellers work a deal in one shared space with tracking and mutual action plans.from $25/user/mo3.7