Proposify

Overview

Proposify is cloud-based proposal software founded in 2013 helping sales teams create branded proposals, collect e-signatures, and close deals faster. The platform emphasizes design customization for creative agencies and professional services firms.

Core capabilities:

• Design Customization: Pixel-perfect control over spacing, padding, fonts, colors (custom CSS for advanced users)
• Proposal Templates: 200+ pre-designed templates for agencies, consultants, professional services
• E-Signature: Built-in electronic signature collection (legally binding under ESIGN Act)
• Salesforce Integration: Native integration on Team plan ($49/user) vs competitors requiring Enterprise upgrades
• Mobile App: iOS + Android native apps for creating/editing proposals on mobile
• Payment Collection: Stripe integration for one-click payment processing
• Analytics: Real-time proposal tracking (opens, views, time-on-page)

Typical use case: Creative agency with 5 designers creates branded proposals for $50K website projects. Uses Proposify's design tools to create pixel-perfect proposals matching portfolio quality (custom fonts, precise spacing, branded imagery). Sales rep creates proposal on iPad during client meeting using mobile app. Client receives proposal, reviews on mobile, e-signs agreement, pays 50% deposit ($25K) via Stripe within 24 hours. Conversion rate: 68% (vs 35% with manual Word proposals).

Proposify differentiates via design-first approach (appeals to creative teams where proposal quality reflects capabilities) and Salesforce integration on mid-tier (vs competitors requiring Enterprise upgrades). Used by 10,000+ teams including creative agencies, marketing firms, consultants, professional services.

Cost comparison (5-user team):

• Proposify Team: $245/month ($49/user × 5) = $2,940/year
• Better Proposals Premium: $145/month ($29/user × 5) = $1,740/year
• Additional cost: $1,200/year (69% more expensive)

What the premium buys:

1. Salesforce integration (Better Proposals requires Enterprise upgrade)
2. Mobile app (Better Proposals web-only)
3. Advanced design customization (pixel-perfect control vs template-based)

Best value: Team plan $49/user for Salesforce-dependent teams or creative agencies needing design control. Business plan ($65/user) only justified for 10+ users needing advanced analytics.

1. Salesforce Native Integration (Team Plan)

Proposify's Salesforce integration on Team plan ($49/user) enables seamless proposal creation from Salesforce opportunities without Enterprise upgrade.

Workflow:

• Sales rep closes Salesforce opportunity → Clicks "Create Proposal" in Salesforce → Proposify auto-populates opportunity details (company name, contact, deal value) → Rep selects template → Customizes proposal → Sends from Salesforce → Proposal activity syncs back to Salesforce timeline

Benefits vs competitors:

• Proposify: Salesforce on Team plan ($49/user)
• Better Proposals: Salesforce requires Enterprise custom pricing (Team/Premium plans lack Salesforce)
• Value: Salesforce teams save on Proposify Team vs Better Proposals Enterprise upgrade

2. Mobile App (iOS/Android)

Proposify's native mobile apps enable creating/editing proposals on iPhone/Android vs Better Proposals web-only (requiring laptop).

Mobile capabilities:

• Create new proposals from templates
• Edit existing proposals (text, pricing, images)
• Send proposals to clients
• Track proposal opens/views
• Collect e-signatures on mobile

Use case: Sales rep meets client on-site → Client requests custom proposal for expanded scope → Rep opens Proposify iOS app → Creates proposal from template (10 min) → Sends to client while still in meeting → Client reviews, signs, pays on iPad → Deal closed before rep leaves building.

3. Advanced Design Customization

Proposify's design tools provide pixel-perfect control for creative agencies needing proposals matching portfolio quality.

Design capabilities:

• Custom CSS: Add custom stylesheets for advanced design control
• Pixel-perfect spacing: Adjust padding/margins precisely (vs Better Proposals' template constraints)
• Font customization: Upload custom brand fonts (beyond Google Fonts library)
• Image optimization: Precise image placement, sizing, cropping

Typical use case: Design agency creates branded proposal for $100K brand identity project → Uses custom CSS to match portfolio design aesthetic → Adjusts spacing to precise brand guidelines (20px padding, 40px section gaps) → Uploads custom brand font → Client views proposal: "This looks like your portfolio work" → Proposal quality reinforces creative credibility.

Choose Proposify if:

• You need Salesforce integration on mid-tier plan (vs Better Proposals Enterprise upgrade)
• You want mobile app for on-the-go proposal creation (vs Better Proposals web-only)
• You're a creative agency needing pixel-perfect design control (custom CSS, precise branding)
• You can justify $49/user premium (69% more than Better Proposals $29/user)

Choose Better Proposals if:

• You're budget-conscious ($29/user saves $240/year vs Proposify $49/user)
• You prioritize conversion rates (70%+ vs Proposify 60-65%)
• You want instant usability (15 min to first proposal vs Proposify 2-4 hour learning curve)
• You don't need Salesforce (Better Proposals offers HubSpot at lower cost)

Proposify is the best proposal software for creative agencies (design studios, branding firms) where proposal design quality reflects creative credibility, offered at $49/user/month (69% premium over Better Proposals $29/user). The premium buys pixel-perfect design control (custom CSS, granular spacing adjustments, font customization), Salesforce integration on mid-tier Team plan (vs Better Proposals Enterprise upgrade), and mobile app (iOS/Android) for on-the-go creation.

Why Proposify wins for creatives: Advanced design customization enables proposals matching portfolio quality (precise brand guidelines, custom fonts, pixel-perfect layouts) vs Better Proposals' template constraints. Mobile app empowers sales reps to create proposals during client meetings on iPad/iPhone. Salesforce integration on $49/user Team plan vs Better Proposals requiring Enterprise upgrade benefits Salesforce-dependent teams.

The catch: 69% premium pricing ($49/user vs Better Proposals $29/user = $240/year more per user) hard to justify for non-creative teams getting similar core features. Lower conversion rates (60-65% vs Better Proposals 70%+) despite higher price. Design complexity (2-4 hour learning curve) vs Better Proposals instant usability (15 min to first proposal). Proposal-only focus vs PandaDoc's broader document automation.

Best for: Creative agencies prioritizing design aesthetics ($49/user justified by proposal quality reflecting creative capabilities), Salesforce teams needing mid-tier integration, sales reps wanting mobile app for on-the-go creation during client meetings.

Not for: Budget-conscious teams (Better Proposals $29/user saves $240/year per user), teams prioritizing conversion performance (Better Proposals 70%+ vs Proposify 60-65%), non-creative teams where design premium not justified by similar results.

Rating: Silver Medal - Best design-forward proposal software for creative teams at $49/user with pixel-perfect customization, Salesforce integration on mid-tier, and mobile app. Appeals to agencies where proposal quality reflects creative credibility. Limitation: 69% premium over Better Proposals hard to justify for non-creatives, lower conversion rates (60-65% vs 70%+), design complexity increases learning curve. Not Gold: Premium pricing limits SMB accessibility, conversion performance lags cheaper Better Proposals, proposal-only focus vs broader document automation needs.