Proposify
Sales teams and agencies that want tight control over what reps send, with approval rules on discounts and detailed engagement analytics.
Quick overview
- Pricing
- From $35/user/month (annual, $420/user/year); Grow $3,900/year for 5 users
- Plans
- Build: $35/user/month billed annually ($420/user/year) or $49/user/month on the shorter term (shown as $147/user/quarter); unlimited documents and signatures, content library, AI and MCP server, document insights, integrations and automations, product catalog. Grow: $325/month billed annually ($3,900/year) with 5 seats included, extra seats $780/year; adds user roles and permissions, approval workflows, account metrics, custom fields and variables, API access. Scale: $1,066/month billed annually (listed as $12,800/year) with 10 seats included, extra seats $780/year; adds Salesforce integration, SSO, multiple workspaces, custom reporting, premium onboarding. Salesforce managed package and Aspire integrations are $9/user/month add-ons on other plans. Optional custom template design $1,500; Launch Kit $2,000. 14-day free trial, no card.
- G2 rating
- 4.6 / 5.0
- Comparisons
- Featured in 3 comparisons
Key features
- Drag-and-drop editor with unlimited templates and a content library
- Interactive quoting with optional add-ons and buyer-set quantities
- Section-by-section document analytics and view notifications
- Approval rules by price total and discount (Grow)
- Integrations with HubSpot, Pipedrive, Zoho, Stripe, QuickBooks and more
Pros
- Approval rules trigger on deal size and discount percentage
- Detailed analytics show time spent in each section
- Grow bundles 5 seats at a flat annual price
- Unlimited documents and signatures on every plan
Cons
- Approvals, roles and API access start at $3,900/year (Grow)
- Salesforce needs Scale or a $9/user/month add-on
- Non-annual billing on Build is quarterly, not month to month
Proposify in our comparisons
Best Proposal Software
PandaDoc is the best proposal software for most sales teams: its Business plan ($49 per seat per month billed annually) covers pricing tables, payments, CRM sync, approvals and contracts. Choose Proposify for discount approvals, Qwilr for interactive web proposals, Better Proposals on a budget, or Bonsai if you freelance.
DocuSign vs PandaDoc
Choose Docusign eSignature if signing, identity checks and compliance are the priority. Choose PandaDoc if your team builds proposals, quotes and contracts and wants pricing tables and payments in one tool.
PandaDoc alternatives
Stay with PandaDoc if you want proposals, quotes, payments and e-signatures in one tool. Switch to Proposify for approval controls, Qwilr for interactive proposals, Better Proposals for the lowest price, or an e-signature tool if you only need signing.