Proposify

Proposify is proposal and quoting software combining a drag-and-drop editor, templates, AI assistance, automation, electronic signatures and engagement tracking, with CRM integrations and a developer API.

Charging by sends rather than only by seats is the pricing structure worth understanding, and it fits the work better than a pure per-user model. A proposal team has a small number of people producing a variable number of documents, so volume rather than headcount is what drives value. Basic includes 10 sends a month with overage at 0.50 dollars per send beyond that, which is transparent enough for a buyer to model a busy quarter.

Engagement tracking is the capability that separates proposal software from a well-formatted PDF, and it changes what a follow-up call can be. Knowing that the prospect opened the document three times, spent four minutes on the pricing page and forwarded it to somebody else tells a seller both when to call and what to talk about, where a PDF emailed as an attachment tells them nothing at all.

The scope extends past proposals into quotes, electronic signatures and contracts, which reflects that these are one continuous document rather than four, and CRM integration means the deal record and the document stay in step. Basic is 29 dollars per user per month, or 19 annually, and Team is 49 dollars per user per month, or 41 annually, with up to four months free on annual billing and a 14 day trial needing no card.