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Proposify — Send proposals that close — track opens, signatures, and deal status in real time

Proposals & Quoting

Proposify is proposal management software that replaces Word/PDF proposals with interactive, trackable documents. You'll know the moment a prospect opens your proposal, which sections they spent time on, and can collect e-signatures without leaving the platform.

Best for

  • +Sales teams sending 10+ proposals per month
  • +Agencies needing branded, trackable proposals
  • +Managers wanting visibility into proposal pipeline

Not ideal for

  • −Teams needing full e-signature compliance (healthcare, legal)
  • −Companies sending simple one-page quotes
  • −Solo freelancers with low proposal volume

Illustrative Case Study

Based on realistic usage patterns and typical results reported by users — not a verified customer story. Numbers are illustrative.

✗

The Problem

A 20-person digital marketing agency sent proposals as PDF attachments. They had no idea if prospects opened them. Follow-up timing was guesswork. Close rate was 18% — industry average. Proposals took 2 hours each to customize.

→

The Solution

Switched to Proposify at $49/mo. Built a master template library. Proposals went out as interactive links — the team got real-time open notifications. When a prospect spent 8 minutes on the pricing section, they called immediately. Total setup: 3 hours.

✓

The Result

Close rate went from 18% to 22.7% — a 26% improvement. Proposal creation time dropped from 2 hours to 35 minutes. On average monthly proposal volume ($180k in proposals sent), the higher close rate meant an extra $8,100/mo in won revenue.

💡 ROI Estimate: Tool costs $49/mo. Higher close rate generates ~$8,100/mo in extra revenue. ROI: 165x.

— Frequently asked questions about Proposify

Is Proposify good for small businesses?+
Yes. Proposify helps small sales teams create professional proposals in minutes with templates, content libraries, and e-signatures. Most teams see faster deal close times within the first month.
Proposify vs PandaDoc: which is better?+
Proposify focuses more on proposal creation with better design tools. PandaDoc offers broader document management including contracts and forms. Both include e-signatures.
How much does Proposify cost?+
Proposify Team plan starts at $49/user/month with unlimited proposals, templates, and e-signatures. They offer a 14-day free trial.
Browse all Proposals & Quoting tools →

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— See also in Proposals & Quoting

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PandaDoc

Close deals faster — proposals, quotes, and e-signatures in one flow

💰 Your ROI Calculator

Personalize the estimate — what's your time worth?

$/hr

Proposify saves ~29 hrs/mo on Proposal creation and manual follow-up.

Time value (29 hrs × $50)$1,450/mo
Tool cost−$49/mo
Net monthly savings$1,401/mo
ROI multiple30x return

* Estimate based on typical usage. Your actual results will vary.

Pricing

Starting from$49/mo (Basic, 1 user)
✓ 14-day free trial

Quick facts

CategoryProposals & Quoting
Headquarters🇨🇦 Canada
◆4.0/ 5.0Boring Score

💡 Tool costs $49/mo. Higher close rate generates ~$8,100/mo in extra revenue. ROI: 165x.

Visit Proposify