Proposify Pricing Plans: Comprehensive Guide
JAN 8, 2025 | LAST UPDATED ON JAN 8, 2025 BY ANGELICA NAIDU
The right proposal management software plays a huge role to close deals and manage your sales process efficiently.
Proposify stands out as a reliable proposal management software for this purpose. Freelancers, solo entrepreneurs, and businesses use it to create, send, track, and close proposals.
Proposify offers 3 different pricing plans. So you must understand each plan thoroughly to see which one aligns the best with your needs, goals, and budget.
Proposify offers a FREE 14 days trial so you can test out if the software is the right fit for you. While you can explore its basic features there, we have you covered with a detailed breakdown of its pricing plans and key features to help you make an informed decision.
Key Takeaways
- Proposify offers 3 pricing plans: Basic, Team, and Business. Each one is designed to fit the needs of freelancers, solo entrepreneurs and growing businesses.
- The Basic plan is budget friendly but it limits proposals to 5 sends per month, making it inadequate for growing businesses. In contrast, Team and Business plans are better and they have advanced features too, but they come with higher cost.
- Proposify offers valuable features yet it needs to make improvements in customization, integration with accounting software, invoicing and billing capabilities, and complexity of advanced features.
- Super Proposal is the best alternative to Proposify as it offers more features at a competitive price!
When looking for a proposal making software, it always comes down to its features and your business’s needs/goals. The price of the plan does factor in, but it is more about ensuring you have the right tools to close deals efficiently and affordably.
So, before you invest, take a closer look at the pricing plan and features to find the one that aligns with your specific needs.
Proposify offers 3 pricing plans: Basic, Team, and Business. Continue reading to explore each plans in detail.
Basic Plan
Price
- Billed Monthly: $29 per user per month
- Billed Annually: $19 per user per month
User Limit: Up to 2 Users
Proposal Limit: 5 document sends per month
Key features:
- Content Library
- Unlimited Templates
- Embed Images & Videos
- Custom Domain
- e-Signatures
- Interactive Quoting
- Notifications & Metrics for Proposal Activity
- PDF Export
- Stripe Payments Integration
- Automation Using Pre-built Connectors
- Email & Chat Support
Who’s it best for: Freelancers, solo entrepreneurs, and small businesses who need a cost-effective solution to create professional proposals. With this plan, you’ll be able to manage a low volume of proposals (up to 5) per month and create an efficient workflow under a budget. The plan is rather affordable if you pick annual billing.
Team Plan
Price
- Billed Quarterly: $49 per user per month
Billed Annually: $41 per person monthly
Key Features
- All Basic Plan Features
- Custom Domain
- Client Input Forms
- Exportable Reports
- Custom Fields & Variables
- All Integrations Except Salesforce
- Auto Reminders for Prospects
Who’s it best for: Growing small and medium-sized businesses with collaborative teams looking to manage multiple proposals. The transparent pricing structure makes it easier for you to manage the budget. Plus, the annual billing plan offers savings over the monthly plan.
On another note, Proposify even offers volume discounts. Overall, it is a scalable solution that grows with your team’s needs.
Business Plan:
Price
- Billed Annually: $65 per person monthly (10 user minimum, annually)
Key Features
- All Team Plan Features
- Roles & Permissions
- Approval Workflows
- Salesforce Integration
- Single Sign-on (SSO)
- Workspaces
- API Access
- Phone & Zoom Support
- Success Manager
- Premium Integration Support
Who’s it best for:
Growing businesses with 10+ users who need to manage complex workflows while prioritising security and scalability. With advanced tools like roles and permissions, approval workflows, salesforce integration, etc., big teams can cooperate smoothly.
The cost of the business plan varies based on the number of users. So, essentially, the businesses can choose their own monthly pricing that is billed annually as per your needs. You can even change the cost as the team grows or shrinks, offering much flexibility.
What could Proposify do better?
Proposify offers valuable features, yet there is no software without room for improvement. It can do better in the following areas:
Pricing structure complexity:
Simply put, the pricing structure is complicated and most important features are hidden behind a paywall. A more straightforward and transparent pricing structure will be better to make informed decisions about which plans or add-ons to choose.
Additionally, the price of the Basic Plan can’t justify the proposal limit: 5 document sends per month. For any other additional send, you’ll have to pay $1.99 per send.
Customization:
Currently, the platform has very few advanced customization options for templates. This comes in the way if you are trying to personalize the proposal to match your client’s needs/goals effectively and to incorporate your brand elements.
Integration with accounting platforms:
You can’t directly integrate with an accounting platform. You need third party connectors like Zapier to integrate the proposal making tool with an accounting software. This process wastes time and increases the risk of errors in tracking finances.
Invoicing and billing capabilities:
The lack of invoicing and billing capabilities in Proposify makes closing proposals a bit more time consuming than it needs to be. It means that you can’t manage the entire sales cycle from proposal to payment in one platform. Incorporating this would create a more integrated solution.
Learning curve for advanced features:
There are various advanced features like custom integration, API access, etc., that require additional training to use. This learning curve creates unnecessary complexity and challenge.
Read more:
Is Proposify worth the investment?
If you are looking for a reliable, feature packed proposal tool for more efficiency, then Proposify provides reasonable value. However, when it comes to its pricing structure, it doesn’t align perfectly for every business.
That being said, it truly depends on your business size and specific requirements. Small teams might like the Basic Plan, but cost doesn’t justify the proposal limit. Sales teams and growing businesses might like the Team and Business plan for its advanced features.
Ultimately, whether or not Proposify is worth the cost depends on your needs and budget.
An Alternative To Proposify: Super Proposal
Super Proposal is the next best alternative to Proposify. Here’s why:
- Unlimited Proposal: Proposify restricts the number of proposals you can send to 5, but with Super Proposal, you can create and send unlimited proposals.
- Real Time Collaboration: While Proposify notifies you via email when a prospect is viewing your document, Super Proposal gives you real-time notifications, audit trails, and client interaction tracking. Proposify lacks such advanced tracking tools, making it less suitable for growing business with collaborative teams.
- Customisation: Proposify offers templates for only 4 industries and 3 roles with very few advanced customisation options. However, Super Proposal’s 100+ reusable templates, a pre-built library, and custom branding options makes it a better option.
- e-Signatures: Super Proposal has better e-signature features like signing order and multi-recipient approvals. In comparison, Proposify only allows you to legally e-sign the document.
- Value for money: Super Proposal delivers advanced features at flat $19 per user per month (billed annually). Proposify, on the other hand, delivers less at the same amount for its basic Plan, meaning you pay higher for advanced features!
Conclusion
There’s no denying that a proposal management software can make or break a deal. Proposify offers a solid solution but it comes with limitations like customization, integration with accounting, invoicing and billing capabilities, and many more.
Additionally, most of its features are hidden behind high priced plans. In such a case, Super Proposal might be the best alternative, delivering you more features to work with at the same price as Proposify’s Basic Plan
Read more guides:
Pricing Pricing Plans: FAQs
What is Proposify?
Proposify is an online proposal software that allows you to create, send, track, and close proposals.
Is Proposify free?
No, Proposify is not free. However, the software does offer a 14-day free trial so you can check out some basic features before buying a plan.
Can I customize my proposals with Proposify?
Yes, Proposify offers customizable proposal templates and design elements for you to create proposals. However, there are very few advanced customization options available.
Do Proposify offer digital signatures?
Yes, Proposify offers e-signatures in all plans.
Does Proposify have a proposal app?
Yes, Proposify has an app available for both Android (requires Android 5.0 or later) and iOS (requires iOS 11.0 or later ) users.
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