Proposify

Proposify

Paid

Professional proposal software with approval workflows and analytics

๐Ÿ“Proposals & Contracts

About Proposify

Proposify is a dedicated proposal tool with a strong template editor, approval workflows, and detailed analytics. Its Workspace feature allows agencies to manage proposals across multiple client accounts. Proposify's team approval workflow โ€” where proposals must be approved by a manager before sending โ€” reduces errors and ensures brand consistency. The analytics dashboard tracks conversion rates by template, rep, and time period. Pricing starts at $49/user/month.

What's Great

  • โœ“Manager approval workflows prevent non-compliant proposals from reaching clients
  • โœ“Strong template editor with section locking for brand consistency
  • โœ“Detailed conversion analytics by rep, template, and time period

Watch Out For

  • !More expensive than PandaDoc for equivalent features
  • !Editor has a steeper learning curve for complex layouts

Common Use Cases

1

A digital agency requires all proposals to go through a manager approval stage before sending, using Proposify's built-in workflow

Pricing Model

Paid

Paid subscription required. Check the website for current pricing and free trials.

Category

Proposals & Contracts

Create, send, and e-sign professional proposals and contracts that close deals faster.

Tags

proposal softwareapproval workflowsales documentsanalyticsagency

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