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Proposify Pricing: Is It Worth Your Investment?

Marissa Taffer|Updated Sep 13, 2024
a purple background with the words proposify pricing is it worth your investment

The best sales proposal software can help your team make fantastic proposals in a fraction of the time. Unfortunately, as anyone who has Netflix can attest, lots of options are not always a good thing. It can get overwhelming when trying to make a decision (not just about what to watch but which software tools to invest in). This article aims to make it a bit easier with a closer look at one of the primary proposal software contenders: Proposify.

We unpack Proposify’s pricing and features, giving you everything you need to decide whether it's worth your investment.

Key Takeaways

Proposify caters to various business sizes with multiple pricing options, each designed to fit different levels of needs, from small firms to large corporations.

  • The platform includes tools such as customizable templates, CRM integrations, and real-time analytics designed to enhance the proposal management efficiency.
  • Proposify is aimed at larger sales teams and organizations that require extensive tracking and customization to manage their client engagements effectively.
  • The main areas for improvement include simplifying the user interface for easier navigation and more transparent pricing details to help customers better understand what they're paying for.
  • Qwilr is a strong alternative to Proposify with its ease of use, attractive pricing, and features that streamline proposal processes for many business types.

Proposify pricing plans & features

When it comes to pricing, Proposify offers users three options -- these are:

The Basic Plan

  • Cost: $29 USD per user/month (annually), $35 USD per user/month (monthly)
  • Ideal for: Freelancers or small teams new to proposal management
  • Key Features:
    • 5 document opens per month
    • Up to 2 users
    • Content library, e-signatures, document analytics
    • Stripe payments integration

The Team Plan

  • Cost: $41 USD per user/month (annually), $49 USD per user/month (quarterly)
  • Ideal for: Collaborative teams
  • Key Features:
    • All Basic Plan features
    • 30 document opens per month
    • Standard integrations
    • branded domains
    • Custom fields
    • Auto reminders

The Business Plan

  • Cost: $65 USD per user/month (10 user minimum, annually)
  • Ideal for: Larger organizations needing advanced features
  • Key Features:
    • All Team Plan features
    • Unlimited document opens
    • Salesforce integration
    • Single Sign On (SSO) capabilities
    • Approval workflows
    • User roles and permissions
a list of criteria and details for proposify

Additional plan information

  • There is a 14-day free trial for the Team Plan
  • Volume Discounts are available for larger teams.
  • Support options for users include email and chat support across plans, with additional phone and Zoom support for the Business Plan, along with a dedicated success manager and onboarding services.

What is Proposify good for?

Proposify is best in environments where sales teams and project managers need to create, send, and manage multiple proposals efficiently. It supports dynamic proposal creation with real-time tracking of proposal views and interactions, which is useful for teams that thrive on quick, informed follow-ups.

The platform’s intuitive design and powerful integration capabilities also make it a good fit for businesses that use CRM software to streamline and sync all sales activities.

Where could Proposify improve?

Proposify is a solid contender in proposal automation software, but here are the areas where user feedback indicates it falls short:

  1. Customization: More advanced customization options for templates would help businesses tailor proposals to match their unique branding, helping them stand out more effectively.
  2. Integration with accounting software: Direct integration with major accounting platforms would streamline financial management within the proposal workflow, eliminating the need for third-party connectors.
  3. Invoicing and billing capabilities: Incorporating invoicing and payment processing directly within Proposify would offer a more integrated solution, helping businesses manage the entire sales cycle more efficiently.
  4. Learning curve for advanced features: Clearer tutorials or better support resources would help users maximize the tool's capabilities without a steep learning curve.
  5. Pricing structure complexity: A more straightforward pricing structure would help users understand costs upfront- especially when scaling up teams or choosing add-ons.
  6. Collaboration efficiency: Enhancing Proposify’s compatibility with popular collaboration tools could improve how teams work together on proposals.

Addressing these common customer pain points would boost Proposify's appeal and functionality, making it a more well rounded proposal management solution.

Is Proposify worth the cost?

Proposify offers reasonable value for money, especially for sales teams looking for advanced proposal tracking and client engagement tools. The pricing aligns with the feature set provided across different plans, catering to both small businesses and larger enterprises.

However, the true value can vary based on team size and the specific needs of a business. Some smaller teams might find the lower-tier options sufficient and cost-effective, but larger teams may need to invest more to fully benefit from its functionality.

An alternative to Proposify: Qwilr

Qwilr stands out among the best Proposify alternatives, particularly for businesses looking to engage clients with dynamic, web-based proposals. Here's why Qwilr might be a better fit for your needs:

  1. Interactive Proposals: Unlike static PDFs, Qwilr lets users create interactive, multimedia-rich web pages that can include videos, dynamic pricing tables, and more.
  2. Detailed Analytics: Qwilr offers granular insights into how clients interact with proposals, helping teams fine-tune their follow-ups and increase conversion rates.
  3. User-Friendly: Many find Qwilr easier to use, with its intuitive drag-and-drop interface allowing for quicker setup and less training.
  4. Enhanced Security: Qwilr provides additional security features like password protection and link expiration to keep sensitive information safe.
  5. Customizable Templates: Users can tailor proposals by starting with customizable templates that ensure brand consistency and visual appeal.
  6. Direct Payments: Integrated payment solutions enable clients to pay directly through the proposal, speeding up the transaction process.
  7. Responsive Support: Qwilr is known for its excellent customer support, which can be crucial for businesses needing prompt assistance.

Qwilr stands out as a superior alternative to Proposify, particularly for those seeking interactive, efficient proposal solutions. With its focus on enhancing user engagement through multimedia features, streamlined payment options, and strong security measures, Qwilr is well-equipped to meet the evolving needs of modern sales teams.

Proposify Team PlanProposify Business PlanQwilr Business Plan
Price$41 USD per user/month $65 USD per user/month$35 USD user / month
Document Opens530Unlimited
Interactive Quotes
Esignatures
Document Analytics
Stripe Payments
ROI calculatorNot specifiedNot specified
Notifications

Final Thoughts

Now that we've unpacked Proposify's pricing and features, scrutinizing areas where it shines, as well taking an objective look at where it could improve you should be in a better position to answer the question as to whether this is the right online proposal software for your needs.

Hopefully, we’ve given all you the information you need to make an informed choice for your sales team. (And saved you slipping down a few Google wormholes in the meantime…)

If you think Qwilr’s more interactive, user-friendly experience could be the difference-maker for your sales process, try us for free today!

About the author

Marissa Taffer, Founder & President of M. Taffer Consulting

Marissa Taffer|Founder & President of M. Taffer Consulting

Marissa Taffer is the Founder & President of M. Taffer Consulting. She brings over 15 years of sales and marketing experience across various industries to a broad range of clients.