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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