Proposify Pricing Overview
Proposify's three-tier pricing model is designed to scale with your team. Pricing shown is for monthly billing; annual subscriptions are available at a 25–35% discount.
| Plan | Monthly Price | Active Proposals | Best For |
|---|---|---|---|
| Basic | $19/month | 5 | Solo users testing Proposify |
| Team | $41/month | Unlimited | Sales teams, CRM users |
| Business | $65/month | Unlimited | Scaling teams, priority support |
Proposify Basic — $19/Month
The entry-level plan designed for solo users or those testing Proposify with minimal proposal volume.
Features Included:
- 1 user account
- 5 active proposals at a time
- Unlimited proposal templates
- eSignature capability
- 5 proposal sends per month
- Email and in-app notifications
- PDF export
What's NOT Included:
- No CRM integrations
- No approval workflows
- No role-based permissions
- No team collaboration features
- No analytics dashboard
- No API access
When to choose Basic: Only if you're a solo freelancer or consultant sending fewer than 5 proposals per month and want to test Proposify before committing to a paid plan. The 5 sends/month limit makes this impractical for most active sales teams.
Proposify Team — $41/Month
The sweet spot for most sales teams. Team pricing is per user, so a 5-person team would be $205/month ($41 × 5).
Features Included:
- Unlimited proposal sends
- Unlimited active proposals
- CRM integrations: HubSpot, Salesforce, Pipedrive, Zoho CRM
- Interactive quoting and product selection
- Stripe payment integration
- Roles and permissions: Manager, Contributor, Viewer
- Approval workflows: Managers review and approve before sending
- Content library with section locking
- Proposal analytics: Per-section engagement, forwarding detection
- Email notifications and reminders
Not Included in Team:
- No dedicated success manager
- No API access
- No SSO (single sign-on)
- No advanced approval workflows (Business tier only)
- No priority support (email only)
When to choose Team: This is the recommended plan for most sales teams. You get CRM sync, approval workflows, analytics, and unlimited sends. The approval workflow feature alone justifies the upgrade from Basic for any manager who wants visibility into outbound proposals.
Proposify Business — $65/Month
The premium tier for scaling sales organizations that require advanced integrations, priority support, and team-level reporting.
Everything in Team, Plus:
- Salesforce deep integration: Bidirectional sync with custom fields
- Advanced approval workflows: Multi-level approvals, conditional routing
- API access for custom integrations
- SSO (single sign-on) via SAML 2.0
- Dedicated success manager
- Priority email and chat support
- Team-level close rate benchmarking
- Advanced proposal analytics and reporting
Business Plan Notes:
- Still per-user pricing (scales linearly)
- Minimum recommended for teams over 15 people
- API and SSO require admin setup time
When to choose Business: Choose this if you have a dedicated sales operations team, need Salesforce deep integration, require SSO for security, or want a dedicated success manager to help optimize your proposal process.
Hidden Costs & What to Watch
1. Basic Plan Has Severe Limits
5 active proposals and 5 sends per month sound low — because they are. A small sales team sending 1-2 proposals per day will exhaust the monthly limit in days. You'll quickly need to upgrade.
2. No Free Plan
Proposify doesn't offer a free tier. Your only option to test is the 14-day trial. This makes it harder to evaluate before committing financially.
3. Per-User Pricing Adds Up Fast
Team and Business plans charge per user. A 5-person sales team on Team costs $205/month ($2,460/year). A 10-person team costs $410/month. Make sure you budget for all team members who need access.
4. Monthly vs. Annual Billing
Monthly billing is approximately 25–35% more expensive than paying annually. If your budget allows, annual prepayment saves significantly.
Example: $41/month × 12 = $492/year (monthly), vs ~$360/year (annual) — a ~$130 annual savings per user.
5. CRM Integrations Vary by Plan
HubSpot and Pipedrive integration starts at Team tier. Salesforce integration is available on Team and Business, but "deep integration" (bidirectional sync with custom fields) is Business-only.
6. Advanced Features Lock Behind Business
API access, SSO, and multi-level approval workflows are Business-tier only. If you need these, you can't get them at the Team price.
Proposify's Unique Strength: Sales Oversight & Approval Workflows
What makes Proposify different from broader document platforms like PandaDoc is its focus on sales team control and visibility. Here's what sets it apart:
1. Proposal Approval Workflows
Managers can enforce approval gates before any proposal is sent. Reps create and draft; managers review the numbers, messaging, and discounts before sign-off. This prevents rogue discounting and ensures brand consistency.
2. Role-Based Permissions
Define granular roles: Who can create proposals? Who can edit pricing? Who can send? This structure prevents junior reps from accidentally sending incomplete drafts or making unauthorized changes.
3. Content Library with Section Locking
Build a library of pre-approved sections (terms, pricing tables, case studies). Lock them so reps can't alter approved content. They can mix and match, but only with locked components.
4. Proposal-Level Analytics
See which sections prospects spend time on, when they open, whether they forward it to others. This intelligence helps close deals and prevents stalled opportunities.
5. Team Close Rate Benchmarking
Business tier tracks close rates across your team. Identify which reps win at different deal sizes and use that insight to coach or assign deals strategically.
Bottom line: Proposify is built for sales managers who need visibility and control, not just individual proposal creators. This workflow depth is why it costs more than PandaDoc.
How Proposify Compares on Price
Proposify vs. PandaDoc
- PandaDoc Starter: $19/seat/month, unlimited documents, HubSpot integration included
- Proposify Team: $41/seat/month, approval workflows, deeper proposal analytics
- Verdict: PandaDoc is cheaper for basic proposal needs. Proposify costs more but delivers sales-team-specific workflow depth and approvals that PandaDoc lacks. PandaDoc is a broader document platform; Proposify is a proposal specialist.
Proposify vs. Better Proposals
- Better Proposals Starter: $13/user/month, templates, basic analytics
- Proposify Team: $41/user/month, approval workflows, CRM integrations, advanced analytics
- Verdict: Better Proposals is the cheapest option for basic proposals. But Better Proposals lacks Proposify's approval workflows and proposal-level engagement analytics. Choose Proposify if you need sales manager control.
TL;DR: Proposify is not the cheapest option, but it's the most feature-rich for sales teams that need approval workflows and detailed analytics. You're paying a premium for sales management capabilities, not just templates.
Frequently Asked Questions
Does Proposify have a free plan?
No. Proposify does not offer a free plan. Your only option to try Proposify at no cost is the 14-day trial. After the trial ends, you must choose a paid plan (Basic, Team, or Business) to continue using the software.
What's the real difference between Team and Business?
Team and Business both include CRM integrations and approval workflows. Business adds: API access, SSO (single sign-on), Salesforce deep integration, a dedicated success manager, and advanced approval workflows with conditional routing. Business is worth it if you have 10+ users, need Salesforce deep sync, or require SSO for security compliance.
Is Proposify worth it for a solo consultant?
Probably not. The Basic plan ($19/month) has just 5 active proposals and 5 sends per month — very limiting. And without approval workflows or analytics, you're paying mainly for templates and eSignature. Unless you need eSignature and CRM sync, consider a cheaper alternative like Better Proposals or even Google Docs + DocuSign.
How do approval workflows actually work in Proposify?
A contributor (sales rep) drafts a proposal and clicks "Request Approval." The proposal routes to a manager (based on rules you set). The manager reviews the numbers, messaging, and discounts. If approved, the manager sends it to the prospect. If changes are needed, the manager sends it back with feedback. The rep revises and resubmits. This prevents unauthorized discounts and ensures brand consistency.
Can I use Proposify with Salesforce?
Yes. Salesforce integration is available on Team and Business plans. Team tier includes standard Salesforce sync (deals, contact info). Business tier includes "deep integration" with bidirectional sync and custom field mapping, which is valuable if you heavily customize Salesforce.
Is Proposify cheaper than PandaDoc?
No. PandaDoc Starter is $19/seat vs Proposify Team at $41/seat. Proposify costs more, but includes approval workflows and deeper proposal-specific analytics that PandaDoc lacks. If budget is your main concern, PandaDoc or Better Proposals are cheaper entry points.
Does Proposify offer discounts for annual billing?
Yes. Annual billing typically offers 25–35% savings compared to month-to-month. Ask Proposify sales for annual pricing if you're planning to commit long-term.
Still deciding?
Compare pricing and trade-offs side by side, or see how Proposify compares to other tools.
Disclaimer: Prices verified as of April 2026. Annual billing shown where applicable. Proposify may update pricing and features at any time. Always verify current pricing at proposify.com/pricing before making a purchase decision.