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March 25, 2025
Understand Proposify pricing with a breakdown of plans, costs, and comparisons to help you choose the best option for your business needs.
Crafting a sales proposal can feel like a tightrope walk—you're balancing the need to showcase your value with the pressure to close the deal quickly. Proposify aims to simplify this process, offering a platform where you can create, send, and track proposals efficiently. But what about Proposify pricing? Is it the right fit for your budget and your business needs? This post breaks down Proposify's pricing plans, exploring the features of each tier and helping you decide which option aligns best with your sales goals. We'll also compare Proposify's pricing and features with competitors like Qwilr and PandaDoc, giving you a complete picture before you commit.
Proposify offers a tiered pricing structure designed to meet the needs of various businesses, from solopreneurs to larger organizations. Understanding these tiers and their features will help you choose the best fit for your proposal needs.
Proposify breaks down its pricing into three main categories:
Basic: This entry-level plan is a good starting point for individuals or very small teams with limited proposal volume. It supports up to two users and includes core features like a content library, electronic signatures, and basic proposal analytics. Priced at $29 per month, or $19 per month with an annual subscription, the Basic plan allows you to send five documents monthly. Need to send more? Additional documents cost $1.99 each.
Team: Designed for growing teams needing more flexibility, the Team plan provides everything in the Basic plan, plus unlimited proposal sending, integrations with other software, custom URLs for your proposals, and automated reminders. This plan is priced at $49 monthly, or $41 per month with an annual subscription.
Business: The Business plan caters to larger organizations requiring advanced features and controls. It includes all the functionality of the Team plan, along with robust features like user roles and permissions, approval workflows, and Salesforce integration. This top-tier plan is priced at $65 per month with an annual subscription.
Regardless of your chosen plan, Proposify provides core functionalities across all tiers. These include customizable templates to maintain consistent branding, legally binding electronic signatures for faster closing, and analytics to track proposal performance. However, the Business plan offers the most comprehensive feature set, including advanced options like single sign-on (SSO) and API access, making it suitable for enterprise-level businesses. You can compare each plan's features on Proposify's pricing page.
Proposify offers three pricing tiers—Basic, Team, and Business—each designed for different business needs. Let's take a closer look at each plan:
The Basic plan is Proposify's entry-level option, ideal for solopreneurs or very small teams. At $29 per month, or $19 per month with annual billing, it supports up to two users. This plan includes core features like a content library for storing and reusing proposal content, integrated e-signatures, and payment gateways for collecting payments directly within proposals. You can also track key metrics like open rates and proposal views. The Basic plan includes five document sends per month, with additional sends available for $1.99 each.
The Team plan, at $49 per month or $41 per month with annual billing, expands on the Basic plan. It includes everything in the Basic plan, plus unlimited document sends. You also get helpful features like integrations with other business tools, a custom URL, custom fields and variables for personalized proposals, and automated reminders. The Team plan is a solid choice for growing teams needing more flexibility and integrations.
For larger teams with more complex requirements, there's the Business plan. This plan is $65 per month with annual billing and requires booking a demo to discuss your needs. The Business plan includes all Team plan features, plus advanced functionalities like user roles and permissions, approval workflows, Salesforce integration, single sign-on (SSO), multiple workspaces, and API access. Like the Team plan, the Business plan offers unlimited document sends.
So, you're interested in Proposify but want to make sure you're getting the best deal? Smart move. Let's explore how you can save with Proposify's pricing plans.
One of the simplest ways to lower your Proposify costs is opting for an annual plan. Similar to subscribing to a streaming service, you often get a discount for a yearly commitment. Proposify offers a substantial discount for annual billing, letting you save up to four months' worth of fees compared to monthly payments. This can result in significant savings, especially for long-term use. Visit their pricing page for current details on these discounts.
Beyond annual discounts, Proposify often has other promotions. A great place to start is their free trial, which lets you explore the platform risk-free. The Basic and Team plans both offer this trial, and no credit card is required. It's a perfect way to test the software and see if it's right for your business. They also have three pricing tiers—Basic, Team, and Business—so you can choose the option that best aligns with your budget and team size. Check their pricing page for the latest offers to ensure you don't miss any deals.
Choosing the right proposal software depends on your specific needs and budget. Let's see how Proposify stacks up against its main competitors:
Better Proposals offers a starting price of $19 per month for one user. While this makes it budget-friendly for freelancers and small businesses, it shares some limitations with Proposify, particularly regarding features and user experience. Some reviewers find Proposify easier to use and set up. If usability is your priority, it might be worth considering. You can compare the two platforms yourself.
Qwilr stands out with its interactive proposals and web page features. However, this comes at a higher price, starting at $75 per month. While Qwilr offers a visually appealing interface and interactive elements, Proposify often provides more robust proposal management features at a lower price point. If you're looking for a balance between features and cost, Proposify might be the better choice.
PandaDoc offers a free tier, which is attractive for businesses just starting out. Its paid plans begin at $19 per month, similar to Better Proposals. However, PandaDoc includes more advanced features like document analytics and payment processing. If you're looking for a comprehensive solution, PandaDoc is worth exploring. Users often praise PandaDoc's integrations and automation, which can improve productivity.
DocuSign is a well-known name in e-signatures, with plans starting at $10 per month. However, its focus is primarily on electronic signatures, and it lacks the robust proposal creation features of Proposify. If your needs extend beyond e-signatures to full proposal management, Proposify offers a more complete solution. For more information on e-signature platforms, explore resources like Software Advice.
QuoteWerks caters to businesses needing detailed quoting and CRM integrations, starting at $99 per month. This is considerably higher than Proposify's starting price. While QuoteWerks excels in quoting, Proposify often provides a more user-friendly interface and better proposal customization. Consider what matters most to your workflow: robust quoting or a streamlined proposal design process.
Trying before you buy is always smart, and Proposify makes it easy with a 14-day free trial. This lets you explore the platform’s key features and get a feel for how it could work for your business. No credit card is required, so you can dive in without commitment.
Proposify's 14-day free trial gives you access to many of their features, enough to get a solid understanding of the platform. You can test out both the Basic and Team plans during this period. This hands-on experience helps you determine if Proposify meets your needs before spending any money.
To really benefit from your free trial, think about your team's size and your needs regarding proposal software. Comparing Proposify to similar platforms like Qwilr—which also offers a free trial—helps ensure you're picking the right tool for your specific workflow and budget. Use this time to experiment with different features and see which platform best fits your business.
Picking the right Proposify plan depends on your team's size and your specific needs. They offer three options—Basic, Team, and Business—each designed for different situations. The Basic plan is a good starting point for smaller teams and includes the essentials, like a content library, e-signatures, and activity metrics. It costs $29 per month, or $19 monthly with an annual subscription. The Team plan is a good fit for growing teams. At $49 per month (or $41 monthly with an annual subscription), you get additional features like integrations and custom fields. For larger organizations that need more advanced features, the Business plan offers tools like user roles, approval workflows, and Salesforce integration for $65 a month when billed annually.
Proposify works for businesses of all sizes, from solopreneurs to larger companies. The pricing structure lets you upgrade as your business grows, so you only pay for what you need. Start with a basic package and upgrade to a more advanced plan as your proposal process gets more complex. This makes Proposify a solid option for businesses looking to streamline proposal management.
Beyond the tiered plans, some standard features make Proposify attractive for sales teams. Let's look at a few key highlights:
Want to ensure your proposals reflect your brand identity? Proposify makes it easy. You can create custom-branded proposals using various pre-built templates or design your own. This is a huge plus for maintaining a consistent brand image across all your sales documents, as highlighted in this Proposify pricing review. No more scrambling to match fonts and colors–Proposify keeps everything looking polished and professional.
Proposify recognizes that sales teams often use multiple tools. That's why they offer robust integration capabilities, connecting seamlessly with popular CRM systems like Salesforce, which is especially beneficial on the Business plan. This streamlines your workflow, keeping your sales process organized and efficient.
Knowing how clients interact with your proposals is crucial. Proposify provides document analytics that let you track proposal views, completion rates, and other key interactions. This data empowers your team to follow up strategically and make informed decisions based on real-time insights. This Qwilr blog post emphasizes the value of these analytics for data-driven decision-making.
Proposify's pricing structure, while offering a range of plans, has some limitations around document sends and team size compatibility. Understanding these constraints is key to picking the right plan.
Proposify ties document send limits to its pricing tiers. The Basic plan, at $35 per user per month, caps document sends at five. This might work for solopreneurs or very small businesses with low proposal volume. The Team plan, at $49 per user per month, increases this to 30 sends but requires a three-month minimum commitment. This tier better suits growing teams needing a moderate increase in their proposal output. If you need more flexibility, the Business plan offers unlimited sends at $65 per user per month. However, it requires annual billing and a minimum of 10 users.
Proposify designs its plans for different team sizes. The Basic plan works for small teams or individuals with limited proposal needs. The Team plan accommodates mid-sized groups who need more document sends and collaborative features. Larger organizations with more complex proposal management needs should look at the Business plan, but factor in the 10-user minimum. Volume discounts are available for larger teams, offering some pricing flexibility as your business grows. Considering these team size and document send limits will help you choose the most cost-effective Proposify plan.
Proposify understands that data security and compliance are non-negotiable, especially when dealing with sensitive client information. They adhere to key regulatory standards, including GDPR, SOC 2, and PCI DSS—frameworks essential for maintaining data integrity and confidentiality.
GDPR Compliance: The General Data Protection Regulation (GDPR) sets strict guidelines for collecting and processing personal information in the EU. Proposify's robust data protection measures ensure GDPR compliance by obtaining explicit user consent and being transparent about data usage. You and your clients can access and delete data upon request, aligning with the GDPR’s core principles of protecting individual rights. For a deeper look at GDPR and other compliance measures, check out this helpful resource on PostgreSQL Compliance.
SOC 2 Compliance: The SOC 2 framework focuses on five trust service principles: security, availability, processing integrity, confidentiality, and privacy. Proposify’s adherence to SOC 2 shows their commitment to maintaining high standards of data security and operational effectiveness. Stringent access controls, data encryption, and regular audits protect your customer data from unauthorized access and breaches. To learn more about cybersecurity compliance, this article on Cybersecurity Compliance offers a great overview.
PCI DSS Compliance: The Payment Card Industry Data Security Standard (PCI DSS) focuses on securing credit card information. Proposify's PCI DSS compliance means they've implemented security measures to protect sensitive payment information, reducing the risk of data breaches and fraud. For a clear comparison of SOC 2 and PCI DSS, this comparison is helpful. This commitment to security provides peace of mind when handling financial transactions within the platform.
Which Proposify plan is right for my business?
The best Proposify plan depends on your team's size and proposal needs. Solopreneurs or small teams with limited proposal volume might find the Basic plan sufficient. Growing teams needing more document sends and integrations should consider the Team plan. Larger organizations with complex requirements and a need for advanced features like Salesforce integration and user roles should explore the Business plan. Consider factors like the number of users, required document sends, and desired integrations when making your decision.
How can I save money on Proposify?
Proposify offers annual billing discounts, which can significantly reduce your overall cost compared to monthly billing. Keep an eye out for special offers and promotions on their website, which can provide additional savings. Taking advantage of the free trial is also a smart way to test the platform and its features before committing to a paid plan.
What are the key differences between Proposify and its competitors?
Proposify distinguishes itself through a balance of robust proposal management features, customization options, and a user-friendly interface. While competitors like Better Proposals and PandaDoc offer competitive pricing, Proposify often provides a more streamlined proposal design process. Qwilr excels in interactive proposals but comes at a premium price. DocuSign focuses primarily on e-signatures, lacking Proposify's comprehensive proposal creation tools. QuoteWerks specializes in quoting and CRM integrations but at a higher cost. Consider your priorities—whether it's ease of use, advanced features, or specific integrations—when comparing Proposify to alternatives.
How does Proposify's free trial work?
Proposify offers a 14-day free trial that lets you explore the platform's key features without requiring a credit card. You can test both the Basic and Team plans during the trial period. This is a risk-free way to experience Proposify's functionality and determine if it meets your business needs before subscribing.
Does Proposify prioritize security and comply with industry regulations?
Yes, Proposify adheres to key regulatory standards, including GDPR, SOC 2, and PCI DSS. This commitment ensures data security, user privacy, and the protection of sensitive information, including payment details. Proposify employs robust security measures like data encryption, access controls, and regular audits to maintain compliance and protect your data.
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