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RFP Software

Proposify

Proposal software for sales teams to create, send, track and e-sign proposals and quotes

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Proposify cover

About Proposify

Proposify is a document platform for sales teams. Reps build branded proposals, quotes and contracts from reusable templates, send them to prospects and collect e-signatures.

What Proposify offers

Templates — pre-approved, on-brand layouts and a central content library.
Drag-and-drop editor — for quotes, proposals and agreements without design skills.
Interactive documents — pricing tables, video and live chat inside a proposal.
Tracking — shows how long each section was viewed.
Integrations — Salesforce, HubSpot and Stripe, with an API for custom connections.

Who it works with

Sales teams, plus marketing and operations staff who control brand consistency and workflow.

Key facts

Product type: proposal and quoting software
Services: custom template design and software training

Profile written by TrustList from the business's own published information, Oct 2026.

What the business tells TrustList

Stability: major incidents: 4 incidents measured
Security certifications: SOC 2 Type II evidence sent

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