# 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.

Page: https://slateindex.ai/brand/proposify · data of 2026-11-02

## Facts

- Founded: 2013
- Headquarters: Halifax, Nova Scotia, Canada
- Employees: 51–200
- Company type: Private, venture-backed
- Latest funding: Growth Equity - II (CB Insights)
- Deployment: Cloud-hosted SaaS
- Best for: Busy sales teams that send proposals and quotes, such as consultants and service firms in landscaping, janitorial and construction.
- Compliance: SOC 2 Type 2, GDPR

## Products

- 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.

## Rankings

| Category | Rank | Visibility | Mentions |
|---|---|---|---|
| Proposals & Contracts | 2 of 55 | 41.4 | 49 |

## By engine

| Engine | Visibility | Mention rate |
|---|---|---|
| chatgpt | 50.9 | 70.4% |
| google_ai_mode | 39.3 | 55.6% |
| perplexity | 33.9 | 55.6% |

## Definitions

- Visibility (0–100): how often and how high AI answers name the brand, weighted by position.
- Mention rate: share of collected AI answers that name the brand.
- Share of voice: the brand's mentions as a share of all brand mentions in the category.
- Citation authority: share of answers naming the brand that cite the brand's own site.

Cite as: SlateIndex, “Proposify AI visibility profile”, https://slateindex.ai/brand/proposify, data of 2026-11-02. Licence: CC BY 4.0 (https://creativecommons.org/licenses/by/4.0/).