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Proposify

Send proposals, track every open

Deals
For AI agents
APICapable readiness
About

What is Proposify

Proposify lets sales teams create, send, and track branded proposals from a single workspace, with built-in e-signatures, a reusable content library, and per-section engagement analytics that show exactly which parts of a proposal a prospect read. It's built for Account Executives who send proposals regularly and RevOps teams at SMBs and mid-market companies who need deal workflows and approval controls without stitching together separate tools. The standout capability is section-level engagement tracking — you can see not just that a prospect opened a document, but how long they spent on pricing versus scope, which changes follow-up conversations. Native integrations with HubSpot, Salesforce, Pipedrive, and Stripe mean proposal data flows back into your CRM and invoicing stack without manual entry. Where it falls short is depth beyond the proposal layer — if you need a full CPQ engine, contract lifecycle management, or advanced revenue analytics, Proposify will feel thin.

Deals
Capabilities

Key features

E-signature and proposals

send, sign, and close paperwork

Native CRM integration

first-party connectors, no middleware required

Workflow

event-driven triggers, templates library

Webhooks + no-code automation support

fits any iPaaS or workflow chain

Our verdict

Vanderbuild take

For Account Executives and RevOps teams in the SMB-to-mid-market range, Proposify is a focused proposal tool that does one job — getting branded, trackable proposals out the door and signed — without trying to be a full sales platform. On the agentic readiness front, the REST API is available and functional, so you can wrap Proposify into your own MCP layer or trigger proposal creation from an orchestration workflow when you're ready to go there; MCP status isn't confirmed natively, but the API surface is workable. Pricing starts free with a no-credit-card trial, so the cost-to-test is essentially zero, and the seat-based model stays reasonable for small teams. The honest limitation is that the tool stops at the proposal boundary — there's no CPQ logic, no contract redlining, and reporting depth is limited, so RevOps teams running complex deal analytics will need to pull data out via API into a separate layer.

Mateusz Sekta
Founder, vanderbuild
Learn more

Our Resources

The wedge

Agentic stack profile

API
REST

Programmatic access available.

REST API — straightforward to call from any agent or workflow tool. Rate limits and auth vary by plan.

API docs →
Agentic readiness
Capable

Solid API access — wraps cleanly for agent use.

Solid REST or SDK access. No MCP server yet, but easy to wrap in custom agent tooling. Most modern SaaS tools land here.

Stack role
Closer

Where this tool slots into an agentic pipeline.

Plays the role of Closer in an agentic pipeline. Use it to deliver buyer-facing rooms, proposals, and e-signatures.

Compare

Proposify alternatives

Tools that solve a similar problem — compared at a glance.

Proposify(this tool)
Pricing
Seat-based
Budget
$
Best for
Account Executive, RevOps
Readiness
Capable
API
REST
Bidsketch
Pricing
Seat-based
Budget
$
Best for
Founder, Account Executive
Readiness
Capable
API
REST
DottedSign
Pricing
Freemium
Budget
$
Best for
Founder, Account Executive
Readiness
Capable
API
REST
Answers

Frequently asked questions

Does Proposify have a public API?

Yes — Proposify ships a REST API. Docs: https://apidocs.proposify.com/.

How much does Proposify cost?

Proposify: pricing is seat-based, expect entry tier ($) spend. Full pricing page: https://www.proposify.com/pricing.

Who is Proposify best for?

Proposify is built for Account Executive, RevOps. Fits SMB (1-50), Mid-market (50-500)-sized teams.

How well does Proposify fit an agentic sales stack?

Tier: Capable. Solid public API, no MCP yet — straightforward to wrap in your own agent tooling.