Does this proposal software track when clients open and view sent documents?

Proposal software tracks document opens and engagement metrics.

Can Proposify track when clients view proposal documents?

Proposify tracks when clients view proposal documents with read notifications and analytics.

How does Proposify help sales teams create, send, and track professional proposals and documents with electronic signatures?

Proposify helps sales teams create, send, and track professional proposals and documents, including e-signatures, to streamline the sales cycle.

How does this proposal software create, track, and automate client proposals efficiently?

The proposal software automates creation, tracking, and management of client proposals to streamline sales processes.

How does this platform help sales teams create, manage, and track proposals efficiently?

Sales proposal tools allow teams to create, track, and manage proposals with templates, collaboration, and reporting.

Reviewed · Updated 2026-06-19

Proposify

Automates proposal creation, tracking, and client collaboration for businesses.

Reviewed by the Conversion Gems editorial team · 2026-06-19

Try Proposify

Pricing

Free Trial

Best for

Sales professionals

Community ratings

4.5/ 5 aggregate · across 2 sources

4.61,100+ reviews

Capterra

4.0290+ reviews

Third-party ratings shown verbatim; aggregate weighted by review volume.

What it really is

Proposify — proposal automation software for sales teams and agencies.

Our take

Proposify is a dedicated proposal platform covering template creation, e-signatures, document tracking, and CRM integrations. The DB lists $49/mo as the entry price, but the actual starting price is $29/user/mo (Basic, monthly) or $19/user/mo on annual billing — making it notably more affordable at entry than catalogued. The DB's 'free_trial' price tier is corrected to 'paid' since there is no permanent free tier, only a 14-day trial.

Why we rate it

Proposify occupies a sweet spot between ad-hoc Word-doc proposals and full CPQ suites. Its drag-and-drop editor, content library, and per-section engagement analytics give sales reps a genuine edge without requiring IT involvement.

The catch

Basic plan's 10-send-per-month cap frustrates high-volume teams, and CRM integrations (including Salesforce) are gated behind Team tier or paid add-ons — total cost climbs fast for larger teams.

Best for

Sales teams needing branded, trackable proposals at scale

Agencies managing multi-section proposals with client collaboration

SMBs wanting e-signatures without investing in a full CPQ platform

Not good for

High-volume solo senders who will hit Basic's 10-send-per-month cap

Teams needing native Salesforce integration without paying add-on fees

Enterprises requiring complex approval workflows below Business tier pricing

Friction report

Time to value

Fast: 14-day trial requires no credit card; first proposal can be sent within an hour using built-in templates.

Scale breakpoint

Per-seat pricing plus send overages ($0.30–$0.75/send on Team/Basic) make costs unpredictable for teams scaling beyond 10 users.

Walled garden

Moderate: proposals live in Proposify; PDFs are exportable but dynamic tracking and e-sig workflows remain platform-locked.

A look inside

Frequently Asked Questions

Alternatives

Step up

PandaDoc for deeper workflow automation, richer integrations, and built-in payment collection on lower tiers.

Lighter alternative

Better Proposals for solo users or tiny teams who need polished proposals without per-seat pricing.

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