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Proposify

New

Proposal software that gives you control and insight into the close.

Proposals & ContractsHalifax, Nova Scotia, Canada51–200 employeesFounded 2013

#2 of 55 in Proposals & Contracts8,976 customers (per proposify.com)49% positive in AI answers

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Visibility score
41.4%
New vs last week
Weekly run · Nov 2

Data collected ·ChatGPT, Perplexity, Google AI Mode·coverage 100%·next run

  • Proposify ranks #2 of 55 in Proposals & Contracts with an AI visibility score of 41.4 (SlateIndex, Nov 2, 2026).
  • Proposify is most visible on ChatGPT (50.9) and least on Perplexity (33.9).
  • AI engines name Proposify in 24 of the 30 Proposals & Contracts buyer prompts SlateIndex tracks.
  • proposify.com is the source AI engines cite most in answers about Proposify, with 46 citations.

About

Company details for Proposify

Proposify is proposal software that lets sales teams build branded proposals, quotes and agreements from templates, send them for e-signature, and track when prospects open them and how long they spend on each section. It pulls pricing and contact details from connected CRMs and can require approvals before a document is sent. The vendor names consultants, landscaping, janitorial and construction firms among its industries. It ranks #2 of 55 in Proposals & Contracts on SlateIndex and has a visibility score of 41.4 in the latest weekly run.

Founded in 2013 and headquartered in Halifax, Nova Scotia, Canada, the company employs 51–200 people. Its differentiator: pulls pricing and details directly from your CRM and lets admins lock proposal elements so reps cannot send errors.

Company size
51–200 employees
Headquarters
Halifax, Nova Scotia, Canada
Founded
2013
Company type
Private, venture-backed
Funding
Growth Equity - II (CB Insights)
Customers
8,976 · per proposify.com
Pricing
$49 per seat / mo · per seat
Free trial
14-day free trial
Deployment
Cloud-hosted SaaS
Languages
15 supported
Compliance
SOC 2 Type 2, GDPR
Support
Email and chat support, Phone and Zoom support, Dedicated success manager on Scale plan, Priority support
Twitter · twitter.com/proposifyLinkedIn · linkedin.com/company/proposifyFacebook · facebook.com/proposifyInstagram · instagram.com/proposify

Read from linkedin.com, proposify.com, g2.com, twitter.com, canadatechintelligence.ca · refreshed Nov 2, 2026.

AI visibility

Latest weekly run · Nov 2 · next run Nov 9

Visibility score
41.4%
across Proposals & Contracts answers, weighted by position
ChatGPT50.9%
AI Mode39.3%
Perplexity33.9%
Change
New
vs last week’s run
Category rank
#2 of 55
in Proposals & Contracts
Mentions
49
in this week’s run
Share of voice
9.4%
of AI mentions in Proposals & Contracts

Visibility score trend

Weekly runs over the last 60 days, with up to 7 competitors. Click a name to hide or show its line.

Now41.4%
30-day change—
High · low41.4% · 41.4%
Rank#2
0%25%50%75%100%Nov 2Proposify 41%

Changes appear after the second weekly run in Proposals & Contracts. PandaDoc leads the category at 79.8%.

Media

Website and product screenshots for Proposify

All media
Home page
Pricing page

AI mentions & citations

Recent answers that name Proposify

All prompts

What is a proposal and contract tool and when does a company need one?

ChatGPT · run of Nov 2

How do I choose a proposal and contract tool for a mid-market team?

Examples: PandaDoc, Proposify, Qwilr.

ChatGPT · run of Nov 2

What are the best Proposals & Contracts tools in 2026?

My recommendation is to shortlist PandaDoc, Proposify, Qwilr, DocuSign, Ironclad, and Juro.

ChatGPT · run of Nov 2

Top proposal and contract tool options for B2B SaaS companies

ChatGPT · run of Nov 2

Compare the leading Proposals & Contracts platforms

Recent market comparisons identify PandaDoc, Proposify and Qwilr among the main proposal competitors, while Ironclad, DocuSign, Agiloft, Juro and Icertis are prominent CLM options.

ChatGPT · run of Nov 2

Alternatives to the most popular proposal and contract tool

Closest PandaDoc competitor: Proposify

ChatGPT · run of Nov 2

How much does a proposal and contract tool cost per month?

ChatGPT · run of Nov 2

Which proposal and contract tool offers a free trial?

Proposify – Great for creating branded, professional proposals.

ChatGPT · run of Nov 2

Products & features

What Proposify sells

Proposal editor

Drag-and-drop editor for branded proposals, quotes and agreements, with templates and a content library.

eSignatures

Legally binding e-signatures that prospects can complete from any device.

Tracking and analytics

Notifications when prospects open a document, with time spent in each section.

Workflow automation and approvals

Role permissions, approval rules on price or discount, and Zapier-style automation rules.

Integrations and API

Connectors to CRM and invoicing tools, plus an API for custom integrations.

Strengths engines cite

  • Visually rich, branded proposal design
  • Robust tracking and granular proposal analytics
  • Well-regarded with strong user satisfaction
  • Quotes and contracts with built-in approval workflows
  • Discounted annual pricing lowers effective per-user cost

Target market & buyers

Sales, marketing and operations teams at small and mid-sized businesses and multi-location franchises.

Notable customers include Fern Expo, EverLine.

IndustryPrimary use case
ConsultantsCreating and sending proposals and quotes
Landscaping, janitorial and constructionCreating and sending branded quotes and proposals
Event servicesStandardising proposals across locations

Funding & recent developments

Funding

RoundYearAmount
Seed (vendor site)2014$0M
Seed (Crunchbase)2014$1M
Funding round (vendor site)2018$3M
Venture / Series A (Crunchbase)2020$8M
Round across two tranches with Canadian Business Growth Fund (vendor site)2020—
Growth round with Canadian Business Growth Fund and Innovacorp (CA$5M per LeadIQ)2021—
Growth Equity - II (CB Insights)2021$10M
Latest known roundTotal raised
Growth Equity - II (CB Insights)—

Recent developments

  1. Mar 2026ProductQ1 2026 product update published

    Product update post for Q1 2026 published.

  2. Jun 2025ProductAspire integration announced

    Integration with Aspire announced.

  3. May 2025ProductProposify 3 first phase goes live

    First phase of Proposify 3 released, with a rebuilt editor and AI spelling and grammar checks.

Competitive landscape

How Proposify compares with its top three alternatives

All alternatives

Proposify most often appears alongside PandaDoc, Qwilr, Salesforce in AI answers.

vsProposify vs PandaDoc41.4% vs 79.8% visibility · PandaDoc leadsFull comparison vsProposify vs Qwilr41.4% vs 28.3% visibility · Proposify leadsFull comparison vsProposify vs Salesforce41.4% vs 46.2% visibility · Salesforce leadsFull comparison
BrandVisibilityShare of voicevs last weekStarting price
Proposify41.4%9.4%New$49 / seat / mo
PandaDoc79.8%13.8%NewPricing not available
Qwilr28.3%7.2%New$35 / seat / mo
Salesforce46.2%9.6%NewPricing not available
DocuSign21.9%6.2%New$11 / seat / mo

What AI answers say

Sentiment and themes from the answers that mention this brand

Reviews

Positive 49% · Neutral 42% · Mixed 9% of 47 engine answers that mention Proposify

Praised for

  • Visually rich, branded proposal design
  • Robust tracking and granular proposal analytics
  • Well-regarded with strong user satisfaction
  • Quotes and contracts with built-in approval workflows
  • Discounted annual pricing lowers effective per-user cost

Criticised for

    Pricing

    Per seat pricing

    Full pricing
    Build$49user/month (monthly); $39/user/mo billed annually ($468/user/year)
    Grow$65user/month, billed annually ($780/user/year)
    Scale$12,800year platform fee, includes 10 users; extra users $780/user/year

    Cite as: SlateIndex, “Proposify AI visibility profile”, https://slateindex.ai/brand/proposify, data of Nov 2, 2026. Licence: CC BY 4.0.