Best for teams that are
- Sales teams and creative agencies requiring strict brand control and design flexibility
- Mid-sized businesses needing deep CRM integrations (Salesforce/HubSpot) and analytics
- Organizations prioritizing visual presentation and engagement tracking over complex automation
Skip if
- Freelancers or very small teams with low budgets due to per-user pricing models
- Teams handling complex RFPs or massive document automation needs
- Users wanting a simple, lightweight document editor without a learning curve
Expert Take
Our analysis shows Proposify excels in closing the loop between proposal sending and deal signing. Research indicates its deep two-way CRM integrations (specifically with Salesforce and HubSpot) allow for automated deal stage updates, which significantly reduces administrative overhead. Furthermore, the documented SOC 2 Type 2 certification provides enterprise-level security assurance that is often absent in lighter-weight alternatives.
Pros
- SOC 2 Type 2 certified security
- Deep two-way Salesforce & HubSpot sync
- Avg. 17-minute proposal creation time
- Legally binding e-signatures included
- Detailed document view analytics
Cons
- Editor glitches with tables/formatting
- Basic plan limited to 5 sends/mo
- Business plan requires 10-user minimum
- Mobile app is view-only (no creation)