Proposify's Basic plan is meant for small businesses or single users. It costs $29 per user each month if you pay monthly, or $19 per user each month if you pay for a full year upfront. That saves you $10 per month or $120 per year for each user.
For example, if you're a solo consultant, you'd pay $348 per year with the yearly plan instead of $348 per month with monthly billing. While this plan works for basic needs, many competing tools like PandaDoc or DocuSign offer similar features at lower starting prices, especially for users who only need basic document creation and e-signatures.
Team plan pricing
The Team plan targets growing businesses that need team features. It costs $49 per user monthly, or $41 per user monthly if you pay yearly. This saves $8 per month or $96 per year for each user.
A marketing agency with three users would pay $1,476 per year with the yearly plan compared to $1,764 with monthly billing, saving $288 annually. However, at this price point, alternatives like HubSpot's proposal tools (included with their sales platform) or Qwilr might offer better value, especially if you already use other business tools that include proposal features.
Business plan pricing
The Business plan is for larger companies that need advanced features and controls. It costs $65 per user per month regardless of whether you pay monthly or yearly. Unlike the other plans, you can't try this one for free - you have to book a demo first.
A company with ten users would pay $7,800 per year for the Business plan. At this price level, many businesses find that Salesforce CPQ, while more complex, offers significantly more features for enterprise needs, or that simpler tools can handle their proposal requirements at a fraction of the cost.
Billing structure and savings
Proposify gives discounts when you pay for a full year upfront. You can save up to four months of costs compared to paying monthly. This helps Proposify keep customers longer and improves their cash flow.
Here's how much you save with yearly billing: Basic plan saves 34%, Team plan saves 16%, and Business plan offers no discount for yearly payments.
Plan features and value proposition
Basic plan capabilities
The Basic plan includes basic proposal creation and management. You get up to 2 user accounts, 1 collaborator seat, a content library, e-signatures, payment processing, and basic tracking. However, you can only send 5 documents per month, which limits its usefulness for active sales teams.
A freelance graphic designer might use this plan to send monthly proposals to potential clients, using the e-signature feature to close deals quickly and the payment integration to collect deposits. But many freelancers find that Google Docs combined with DocuSign or HelloSign costs less and handles their basic needs just as well.
Team plan features
The Team plan builds on the Basic plan with better collaboration and automation. You get third-party integrations, 3 collaborator seats, custom URLs, custom fields, and automatic reminders. This plan lets you send unlimited documents.
A software development agency with multiple team members could use the Team plan's collaboration features to have account managers create proposals while technical leads add specialized content. But agencies often discover that CRM systems like Pipedrive or HubSpot, which they may already use for sales, include adequate proposal features without the extra monthly cost.
Business plan advanced features
The Business plan includes enterprise features for organizations that need sophisticated controls. Beyond Team plan features, it includes 5 collaborator seats, user roles and permissions, approval workflows, Single Sign-On integration, multiple workspaces, and API access.
A large professional services firm might use the Business plan's approval workflows to ensure all proposals over $50,000 get manager approval before sending, while using SSO integration to maintain security standards. However, at this price point, many larger organizations find that Microsoft's proposal tools within their Office 365 suite, or more comprehensive sales platforms, provide better overall value.
Free trial and onboarding
Proposify offers a 14-day free trial without requiring a credit card. The trial gives you access to all Team plan features, so you can create and send real proposals during the trial period. This lets businesses test the platform's value before paying for it.
During the trial, a sales team could test the platform by creating templates, sending proposals to real prospects, and trying the e-signature workflow.
Additional services and costs
Beyond the main subscription plans, Proposify offers several additional services that cost extra.
Professional services
Proposify provides professional design services for organizations that need custom template creation or design help. Their design team can create branded proposal templates tailored to specific industries or company needs.
Integration costs
Some advanced integrations cost extra money. The Salesforce integration costs an additional $9 per user per month, and the Aspire integration also costs $9 per user per month. These integrations provide enhanced functionality for organizations using these specific platforms.
Document send limits
The Basic plan limits users to 5 document sends per month. When users go over this limit, they can buy additional sends for a small per-document fee. Unused sends carry over to the next month, providing flexibility for businesses with varying proposal volumes.
Security and compliance
Proposify maintains good security standards across all pricing tiers. The platform has SOC2 Type 2 certification, showing compliance with security, availability, and confidentiality standards. GDPR compliance ensures data protection for international users, while PCI-DSS compliance through Stripe partnership secures payment processing.
These security measures provide value regardless of which plan you choose, ensuring that even Basic plan users receive enterprise-level data protection.
Support structure
Support levels vary across pricing tiers, with higher-tier plans getting better support options. All plans include email and chat support during business hours. Team and Business plans add phone and video support. Business plan users get dedicated success managers. Premium integration support is available for advanced troubleshooting.
A Basic plan user with technical issues would get email support, while a Business plan customer could schedule a video session with their dedicated success manager for personalized help.
Pricing comparison and decision factors
When evaluating Proposify pricing, organizations should consider several factors. If you send more than 5 proposals monthly, you should consider the Team plan or higher to avoid extra fees per document. Teams that need multiple collaborators should evaluate the included collaborator seats in each plan. Organizations using Salesforce or Aspire should factor in the additional $9 per user monthly cost for these integrations. Larger organizations typically need the approval workflows and user permissions available only in the Business plan.
Conclusion
Proposify's pricing structure serves businesses from individual freelancers to large enterprises through its three-tier approach. The significant savings available through annual billing make the yearly commitment attractive for most organizations. The 14-day free trial provides a risk-free evaluation period, while the comprehensive feature set across all plans ensures users receive substantial value regardless of their chosen tier.
The pricing reflects Proposify's positioning as a comprehensive proposal solution rather than a basic document creation tool, with features like e-signatures, payment processing, and detailed analytics included even in the entry-level Basic plan. However, many businesses find that at these price points, existing tools in their business software stack or more affordable alternatives can handle their proposal needs effectively. It's worth comparing Proposify against both simpler, less expensive options and more comprehensive business platforms that might include proposal features as part of a broader solution.