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Proposify
Proposal software that gives sales teams the control and visibility to close more deals.
What it does
Creates professional, interactive sales proposals and contracts. Provides real-time tracking to see which sections prospects are reading. Features a central content library for standardizing sales collateral. Automates the e-signature process for faster deal closing. Integrates with CRMs to automate data entry and keep deal stages updated.
Why it works
Control: Allows marketing teams to lock down templates so sales reps can't change brand elements. Insights: Knowing exactly when a prospect opens a proposal allows reps to time their follow-ups perfectly. Speed: Reduces the time taken to create a complex proposal from hours to under 20 minutes. Professionalism: Polished, interactive documents stand out significantly compared to static email attachments.
Category: Marketing & Growth
Team Size: 60
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As of 2026
Marketing & Growth
Proposal software that gives sales teams the control and visibility to close more deals.
Overview
Proposify is a leading proposal management platform that helps sales teams streamline the document workflow from creation to signature. It allows users to build beautiful, on-brand proposals, track when prospects view them, and collect legally binding e-signatures. It replaces manual PDFs and Word documents with interactive, data-driven sales assets.
Funding status: Funded
Customer type: B2B
Pricing: Freemium
Tech stack: React, PHP, Node.js, AWS
Platform: Web • iOS
Integrations: Salesforce, HubSpot, Pipedrive, Stripe, Zapier, Slack
Founder story
Founded in 2013 by Kyle Racki and Kevin Springer in Halifax, Canada. Kyle, a designer, and Kevin, a sales veteran, had previously run a digital agency together and were frustrated by the chaos of creating and tracking proposals. They built Proposify to solve their own 'agency pain' and scaled it into a global sales tech leader.
What it does
- Creates professional, interactive sales proposals and contracts
- Provides real-time tracking to see which sections prospects are reading
- Features a central content library for standardizing sales collateral
- Automates the e-signature process for faster deal closing
- Integrates with CRMs to automate data entry and keep deal stages updated.
Who it's for
- Sales Teams
- Marketing Agencies
- Professional Services
- SaaS Companies
Why it works
- Control: Allows marketing teams to lock down templates so sales reps can't change brand elements
- Insights: Knowing exactly when a prospect opens a proposal allows reps to time their follow-ups perfectly
- Speed: Reduces the time taken to create a complex proposal from hours to under 20 minutes
- Professionalism: Polished, interactive documents stand out significantly compared to static email attachments.
Growth strategies
- Targeted the agency and professional services niche early on to build a solid user base.
- Used a high- value content marketing strategy focusing on 'The State of Proposals' annual reports.
- Leveraged a product- led approach with a free trial and templates to drive initial adoption.
- Built deep, bi- directional integrations with major CRMs like Salesforce and HubSpot.
Alternatives
Comparison overview
- PandaDoc: A massive all-in-one document suite; Proposify is often preferred for its superior design controls and agency-specific heritage.
- Better Proposals: Leaner and simpler; Proposify is the choice for growing teams that need deeper CRM integration and content governance.
- Proposify is the standard for teams that want their proposals to be as impressive as their product.