Proposify.

Proposify is a proposal creation and tracking tool used by agencies, consultants and small sales teams that want consistent, designed proposals without a designer. Users build proposals from a drag-and-drop editor and content library, add interactive pricing tables and e-signature, then track when prospects open, read and sign. An embedded AI writing widget prompts, writes and refines sections, and an MCP server connects the account to AI assistants such as Claude. The typical workflow is a rep duplicating a template, filling scope and pricing, sending through the CRM integration and getting notified on views. It integrates with HubSpot, Salesforce, Pipedrive, Zoho CRM, QuickBooks, Stripe, Slack and Zapier. The Build plan is priced per user with a 14-day trial that needs no card. A real caveat is that Grow and Scale are sold as annual bundles with seat minimums, so the jump from the entry plan is steep for a two or three person team.

Pricing

14-day trial, no card; Build $49/user/month ($35 annual); Grow $325/month for 5 seats billed annually; Scale $1,066/month for 10 seats (Oct 2026).

Works with

HubSpotSalesforcePipedriveZoho CRMQuickBooksStripeSlackZapier

Features

Brand kitCRM syncExport optionsIntegrationsTeam workspaceTemplates

Checked

October 2026