Proposify

4.5

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Proposify Pricing & Plans (2024 Guide)

Q: What pricing plans does Proposify offer?

Proposify offers several pricing plans to accommodate different business needs. Each plan varies in terms of features and user limits, allowing businesses to choose the one that best fits their requirements. It's important to review each plan's details to ensure it aligns with your team's needs and budget.

Q: Is there a free trial available for Proposify?

Yes, Proposify offers a free trial that allows you to explore its features and determine if it's the right fit for your business. This trial period is a great opportunity to test the software's capabilities and see how it can streamline your proposal process before committing to a paid plan.

Q: Can I upgrade or downgrade my Proposify plan?

Proposify allows you to upgrade or downgrade your plan as your business needs change. This flexibility ensures that you can adjust your subscription to match your current requirements, whether you're expanding your team or scaling back. It's a convenient option for businesses experiencing growth or changes in their proposal volume.

Q: Are there any discounts available for Proposify?

Proposify occasionally offers discounts or promotions, especially for annual subscriptions. It's worth checking their website or contacting their sales team to inquire about any current offers. Taking advantage of these discounts can provide significant savings, particularly for businesses planning to use the software long-term.

Q: What payment methods does Proposify accept?

Proposify accepts various payment methods, including major credit cards and PayPal. This flexibility ensures that businesses can choose the payment option that best suits their financial processes. It's advisable to check their website for the most up-to-date information on accepted payment methods.

Q: Does Proposify offer a money-back guarantee?

Proposify's refund policy may vary, so it's important to review their terms and conditions or contact their support team for specific details. Understanding the refund policy can provide peace of mind, especially if you're trying the software for the first time and want to ensure it meets your expectations.

Q: How does Proposify's pricing compare to competitors?

Proposify's pricing is competitive, offering a range of features that justify its cost. When compared to similar proposal management tools, Proposify provides a robust set of features that enhance proposal creation and management. It's advisable to compare its pricing and features with other tools to determine the best fit for your business.

Q: Are there any hidden fees with Proposify?

Proposify is transparent about its pricing, and there are no hidden fees. However, it's always a good idea to review the pricing details and terms of service to ensure you understand all costs associated with your subscription. This transparency helps businesses budget effectively and avoid unexpected charges.

Q: Can I cancel my Proposify subscription at any time?

Yes, you can cancel your Proposify subscription at any time. It's important to review their cancellation policy to understand any potential implications or requirements. This flexibility allows businesses to adjust their subscription as needed, ensuring they only pay for the services they use.

Q: Does Proposify offer any enterprise-level pricing?

Proposify does offer enterprise-level pricing for larger organizations with specific needs. These plans typically include additional features and support options tailored to the requirements of larger teams. It's advisable to contact Proposify's sales team for more information on enterprise pricing and customization options.

Author

Anastasia Belyh

Last Update

Nov 08, 2024

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We earn a commission from partner links on Keevee. Commissions do not affect our editor's opinions or evaluations.

4.5

Excellent Value For Price

Proposify

Proposify streamlines your proposal process with its user-friendly interface and comprehensive template library. While it offers efficient tracking features, customization options are somewhat limited, making it essential to evaluate your specific needs before committing.

User-friendly interface for easy navigation.
Comprehensive template library available.
Efficient proposal tracking features.
Limited customization options available.
Higher cost for advanced features.

Free plan?

Yes

Starting price

$19 per month per user

Try for free

Proposify Review

What is Proposify?

Proposify is a proposal management software that simplifies the creation, sending, and tracking of business proposals. It offers a range of templates and customization options, making it easy to create professional proposals quickly. With its intuitive interface, Proposify helps streamline the proposal process, ensuring you can focus on closing deals efficiently.

How Much Does Proposify Cost?

Proposify offers a variety of pricing plans to cater to different business needs. Below is a detailed breakdown of Proposify’s plans, highlighting their key features for various business requirements.

Proposify Pricing Plans

Basic

For Small Businesses

$29

per month per user

Try For Free

Basic includes:

Access for up to 2 users to collaborate.
Utilize a comprehensive content library for proposals.
Secure e-signatures and payment processing included.
Track activity and metrics for better insights.

Team

For Collaborating Teams

$49

per month per user

Try For Free

Includes Basic, plus:

Integrate with various tools for enhanced productivity.
Custom domains for a professional touch.
Custom fields and variables for tailored proposals.
Automated reminders to keep prospects engaged.

Business

For Large Enterprises

$65

per month per user

Request Pricing

Includes Team, plus:

Approval workflows to streamline processes.
Salesforce integration for seamless CRM management.
Single Sign-On (SSO) for secure access.
Multiple workspaces for organized operations.

Proposify Pricing Plans in Detail

Basic

The Basic plan is designed to help small businesses kick-start their proposal process. It offers essential features like document sending, user access, and a content library. With secure e-signatures and payment processing, businesses can close deals efficiently. The plan also provides activity tracking and metrics for insightful decision-making.

Team

The Team plan is perfect for collaborating teams looking to integrate their tech stack. It includes all Basic features and adds unlimited document sending, integrations, and custom domains. With custom fields, variables, and automated reminders, teams can create tailored proposals and keep prospects engaged effortlessly.

Business

The Business plan is tailored for large enterprises seeking consistency at scale. It encompasses all Team features and introduces user roles, permissions, and approval workflows. With Salesforce integration, SSO, and multiple workspaces, enterprises can manage operations efficiently and securely, ensuring seamless collaboration across teams.

Top Proposify Features

Template Library

I found the template library to be a lifesaver when creating proposals. You can choose from a wide range of professionally designed templates, which saves you time and ensures your proposals look polished. This feature is particularly beneficial if you're not a design expert, as it allows you to focus on content rather than layout.

Proposal Tracking

With proposal tracking, you can see when a client opens your proposal, how long they spend on each section, and whether they forward it to others. This insight is invaluable for timing your follow-ups and understanding client interests. I found this feature to be a game-changer in improving my proposal success rate.

Collaboration Tools

The collaboration tools in Proposify allow you to work seamlessly with your team. You can comment on proposals, assign tasks, and track changes, ensuring everyone is on the same page. This feature is particularly useful for teams working remotely, as it keeps communication clear and organized.

Customizable Branding

Customizable branding lets you tailor proposals to reflect your company's identity. You can add logos, adjust colors, and modify fonts to ensure consistency with your brand. I appreciated this feature as it helped maintain a professional image and made my proposals stand out.

E-signature Integration

E-signature integration simplifies the signing process for clients, making it easy for them to approve proposals without printing or scanning. This feature speeds up the approval process and reduces friction, which I found to be a significant advantage in closing deals faster.

Analytics and Reporting

Analytics and reporting provide insights into proposal performance, helping you identify trends and areas for improvement. You can track metrics like conversion rates and proposal views, which I found helpful in refining my proposal strategy and increasing success rates.

Content Library

The content library allows you to store and reuse proposal sections, saving time and ensuring consistency across proposals. I found this feature particularly useful for maintaining a high standard of quality and reducing the effort required to create new proposals.

Client Management

Client management features help you organize and track client interactions, ensuring you never miss a follow-up. This feature is invaluable for maintaining strong client relationships and improving your chances of closing deals. I found it to be a crucial part of my proposal process.

Mobile Access

Mobile access allows you to manage proposals on the go, ensuring you can respond to client needs quickly. This feature is particularly useful for busy professionals who need to stay connected and productive, even when away from their desks.

Payment Integration

Payment integration streamlines the payment process, allowing clients to pay directly through the proposal. This feature reduces friction and speeds up the payment process, which I found to be a significant advantage in improving cash flow.

Role-Based Permissions

Role-based permissions ensure that team members have access to the information they need while maintaining security. This feature is particularly useful for larger teams, as it helps manage access and maintain control over sensitive information.

Automated Reminders

Automated reminders help you stay on top of proposal deadlines and follow-ups, ensuring you never miss an opportunity. This feature is invaluable for busy professionals who need to manage multiple proposals simultaneously, as it keeps everything organized and on track.

Who Is Proposify Best For?

Proposify is perfect for small to medium-sized businesses seeking to streamline their proposal creation and management process. With its user-friendly interface and comprehensive template library, it enhances efficiency and professionalism, making it an ideal choice for businesses looking to improve their proposal workflow.

Best for small businesses.
Proposify is ideal for small businesses that need to create professional proposals quickly and efficiently. Its user-friendly interface and comprehensive template library make it easy to streamline the proposal process, allowing small teams to focus on closing deals without getting bogged down in paperwork.
Great for sales teams.
Sales teams will find Proposify particularly useful for managing and tracking proposals. Its efficient tracking features allow teams to monitor proposal status and client interactions, ensuring timely follow-ups and increased chances of closing deals. This makes it a valuable tool for sales-driven organizations.
Ideal for marketing agencies.
Marketing agencies can benefit from Proposify's customization options and template library, which allow for the creation of visually appealing proposals that align with brand identity. This makes it an excellent choice for agencies looking to impress clients with professional and tailored proposals.

Frequently Asked Questions

What pricing plans does Proposify offer?

Is there a free trial available for Proposify?

Can I upgrade or downgrade my Proposify plan?

Are there any discounts available for Proposify?

What payment methods does Proposify accept?

Does Proposify offer a money-back guarantee?

How does Proposify's pricing compare to competitors?

Are there any hidden fees with Proposify?

Can I cancel my Proposify subscription at any time?

Does Proposify offer any enterprise-level pricing?

Author

Anastasia Belyh

Anastasia Belyh is a senior tech writer with over 15 years of experience in marketing, sales, and business software. Having worked in investment banking, management consulting, and founded multiple companies, her in-depth knowledge and hands-on expertise make her software reviews authoritative, trustworthy, and highly practical for business decision-makers.

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