Proposify Review 2026: Pricing, Features & Honest Verdict

Proposify is a proposal tool with e-signatures built in. You design a proposal or quote with pricing tables, send it as a link, see which sections the client reads, and get it signed in the same place. In October 2026 its pricing page sells three plans: Build, Grow and Scale.

Build is $35 per user a month on the annual price ($420 a year) or $147 per user a quarter, with "Unlimited documents + signatures" and an MCP server. API access starts on Grow, at $3,900 a year for 5 seats.

My Proposify review in one line: a good proposal tool for sales teams and agencies that send priced proposals every week, and an expensive way to buy signatures alone, with years of user complaints about billing, support and the mobile app.

On this page

Proposify review verdict: who it's for and who should skip it

Proposify is built for selling. Its editor, pricing tables, interactive quoting, content library and per-section view analytics are what you pay for, and signing is one step at the end of that flow.

Best for: sales teams, agencies and service businesses that send designed proposals or quotes every week, want to see which sections a client reads, and want optional items and quantities the buyer can choose.

Skip if: you only need finished PDFs or contracts signed (our DocuSign review covers the best-known signing-only tool), you want to send by API without a $3,900 a year plan, or you want a vendor whose users report easy cancelling and refunds.

Here is how users rate Proposify on review sites, checked October 2026.

Sources: G2, Capterra, SoftwareReviews, the Google Play listing, the App Store listing and Trustpilot. On G2, 14 of the 1,144 reviews give 1 or 2 stars. On Trustpilot, 75% of Proposify's reviews are 1-star, and the profile says Proposify "Hasn’t replied to negative reviews". The two app ratings are for the mobile companion app, not the web product.

What users say about Proposify, 2015 to 2026

The quotes below come from G2, Capterra, Trustpilot, the App Store, Google Play, SoftwareReviews and Reddit, written from December 2015 to September 2026. They are grouped by theme, with the complaints in full and a few positives. Each is copied as written, dated and linked.

Pricing and billing: seats, renewals and no refunds

Ten reviews on Trustpilot, the App Store, G2 and Capterra, from 2018 to 2026, are about money: a seat still billed after it was removed, renewals charged after cancelling, cancelling that reviewers found hard, a price that doubled after a year, no refund after a lockout, and service shut off partway through a paid year.

Three reviewers who like Proposify, on SoftwareReviews and G2, call the price a turnoff or an investment, or say the pricing tiers lock basic features behind a higher plan.

Proposify's own terms explain part of this. They say "Subscription plan downgrades (seat reductions) will only take effect at renewal" and "Proposify will not refund or credit any remaining portion of subscription fees for the current term" (Terms of Service, last updated October 15, 2025).

Support: no phone number and an AI assistant that stops answering

Four Trustpilot reviewers, one App Store reviewer and one Capterra reviewer describe support they could not reach or that did not help.

Their complaints: no support number, an AI assistant that hit a daily message limit, requests left unanswered, a reply that A4 templates are the international standard, and a founder-era support problem that improved later. One Reddit admin calls the support team helpful.

Proposify's pricing page lists email and chat support from Monday to Thursday, 8 AM to 8 PM EST, and on Fridays from 8 AM to 4 PM EST. In its plan comparison, phone and Zoom support are checked only for Scale.

Ease of use: a wonky editor, from 2020 to the 3.0 beta

The editor is the most common product complaint, from 2020 to 2026: formatting that breaks on bigger edits, templates that change each other, slow loading, and a Proposify 3.0 beta that one reviewer found "even more wonky" and another says still has "a long way to go". Reviewers who like the tool praise its templates and its reading analytics.

Signer experience: easy for clients to sign and pay, with three catches

Two reviewers say clients find it simple to review, sign and pay. The three complaints are from a Google Play reviewer whose clients often could not open the proposal, a G2 reviewer who says prospects and clients "can't always access their proposals", and a Reddit user who saw Proposify's logo under each email when trying it.

Features, the mobile app, the API and MCP

The mobile app draws the harshest reviews. Of the 87 written US App Store reviews I read, from 2017 to 2026, 26 mention a "token expired" login problem (the latest in March 2025), and 9 of the 13 written since 2024 give 1 star.

The newer ones say the app cannot create or edit and often does not work. The App Store lists version 1.8.1, last updated July 28, 2025; Google Play shows an update on May 20, 2025.

The other feature complaints are bugs, crashes and lost changes reported on G2 and Capterra from 2015 to 2020, a pricing-table tax setting, recurring card payments, the HubSpot, Salesforce and Zoho integrations, and SSO on the top tier.

I found no user review about Proposify's API or its MCP server in what I read on G2, Capterra, Trustpilot, SoftwareReviews, the app stores, Reddit or Hacker News; the API and MCP are covered from Proposify's own pages below. Product Hunt has no Proposify reviews, and I found no Proposify reviews on X or LinkedIn that I could quote.

What Proposify is and its key features

Proposify is a proposal and quoting tool from Proposify Inc., a company registered in Nova Scotia, Canada. You build proposals, quotes and contracts in a drag-and-drop editor, send them as links, track how clients read them, and collect e-signatures at the end. Here is what each plan includes, per Proposify's pricing page and plan comparison table, checked October 9, 2026:

Grow and Scale are sold through a demo. Salesforce and Aspire are "premium integrations that require an add-on purchase." Grow offers a $2,000 launch kit, and Build lists custom template design for $1,500.

What Proposify does well

Proposify's strengths are the parts of selling that come before the signature.

• Proposals that sell. A drag-and-drop editor for text, images, video, tables and shapes, a content library of reusable sections, and a product catalog for pricing.
• Interactive quoting. Buyers can pick optional fees or change quantities in the proposal.
• Reading analytics. A timeline of when each recipient opens a document and how long they spend in each section, with email notifications.
• Unlimited sending on Build. Build lists "Unlimited documents + signatures" for one price per user.
• An MCP server on the entry plan. Build includes "AI + MCP server".
• Signing on every plan. The comparison table says "Every plan can add signatures to documents to get legal sign-off."

Proposify pricing in 2026 (checked October 2026)

Proposify's pricing page shows its prices with a $ sign. Its headline is "Pricing plans that fit how you sell", with a Monthly and Annual toggle and "3 months free" on annual.

A few rules from Proposify's own pages, checked October 9, 2026:

• The "monthly" price is billed quarterly. The Monthly toggle shows $49 per user a month, and the plan card shows "$147/user/quarter".
• The FAQ still talks about send limits. It says "Some of our plans limit how many documents you can send each month" and "Once you are at your send limit you can send an additional document for a low one-time fee per send", without naming the plans or the fee. Build lists unlimited documents and signatures, so ask Proposify which rule applies to your account before you buy.
• The trial. "14 day trial, no card needed." The FAQ says it gives "all of the features on our Team plan for 14 days", again naming an older plan.
• No refunds. "You can cancel your account at any point during your billing cycle to prevent future renewals." It adds: "Please note that we do not offer refunds once the payment has been processed."
• Renewal and seats. The Terms of Service say subscriptions renew automatically and "Subscription plan downgrades (seat reductions) will only take effect at renewal."

By the numbers

The Proposify numbers that set your real price

$420

A year per user on Build, billed annually ($35 a month)

Proposify pricing page

$147

Per user a quarter on Build without the annual plan

Proposify pricing page

$3,900

A year for Grow, 5 seats, the first plan with API access

Proposify pricing page

$780

A year for each extra seat on Grow and Scale

Proposify pricing page

14 days

Free trial, no card; no free plan listed

Proposify pricing page

3 months

Free on the annual toggle, as the pricing page labels it

Proposify pricing page

Where Proposify falls short

The weak points are the price for anyone who only signs, the gaps between plans, and what users say about billing, support and the app. Points 1 to 5 come from Proposify's own pages, checked October 9, 2026; points 6 and 7 come from reviewers.

1. A proposal suite's price, even if you only sign. One seat on Build is $420 a year, whether you send 5 documents a month or 50.
2. The API needs Grow. API access is listed on Grow ($3,900 a year) and Scale, not on Build.
3. SSO and Salesforce need Scale. Both are Scale features at $12,800 a year, and Salesforce is an add-on purchase on top.
4. Mixed messages on limits. The page sells unlimited documents and signatures on Build, but its FAQ still says some plans have a monthly send limit and names older plans (Team, Business).
5. No refunds, and seat cuts wait for renewal. Removing a seat does not lower your bill until the renewal date.
6. Billing and support complaints. Reviewers on Trustpilot, G2 and Capterra describe seats and renewals billed after cancelling, no refund after a lockout, no support number and an AI assistant with a daily message limit.
7. The mobile app. Reviewers say it cannot create, edit or send proposals, and many App Store reviews from 2017 to 2025 describe a login token that expires and locks them out, some until they reinstall the app.

Proposify 3, the new version of the product, is still catching up. Proposify's Q1 2026 update post (published March 15, 2026) says New Proposify "is now closer to full feature parity with Legacy Proposify", and its list of what is coming includes "API & Zapier", "Auto Reminders" and "Roles and Permissions".

What a year of Proposify costs at 5, 10 and 25 documents a month

For one sender, the plan that covers you is Build, and its price does not change with volume because Build lists unlimited documents and signatures. Prices checked October 9, 2026 on Proposify's pricing page:

Over 3 years, Build comes to $1,260 billed annually. If a send limit applies to your account (the pricing FAQ says some plans have one), each send above it costs a one-time fee.

Which Proposify plan fits you

Match the plan to team size and whether you need the API, approvals or SSO.

Decision guide

Which Proposify plan fits you

Do you build designed proposals or quotes every week?

• No
  Check firstSkip Proposify: you only need signing
• Yes
  Do you need the API, approval workflows, SSO or Salesforce?

  • No
    GoBuild, $420 per user a year
  • Yes
    Check firstGrow ($3,900 a year) or Scale ($12,800 a year)

The tree in words:

1. If you do not build proposals or quotes every week, Proposify is more tool than you need.
2. If you do, and you need the API, approval workflows, SSO or Salesforce, you need Grow at $3,900 a year or Scale at $12,800 a year.
3. Otherwise, Build at $420 per user a year covers you.

Does Proposify have an API or an MCP server?

The MCP server. Yes. The pricing page lists "AI + MCP server" on Build and describes it: "Connect Proposify to Claude and use it for your AI and agentic workflows to create and update documents." Proposify's help center has a setup article, "MCP Connection" (September 2026), that adds it to Claude as a custom connector and calls it "a helpful first draft tool rather than a fully hands-off solution."

The API. Yes, on Grow and Scale. The pricing page lists "API access" as a Grow feature, so the cheapest way to use it is $3,900 a year. Proposify's March 2026 update post lists "API & Zapier" among what is coming to New Proposify.

Is Proposify secure and legal?

Proposify's security page states that Proposify "is SOC2 Type 2 certified", audited by 360 Advanced, with the report available on request, and that it maintains GDPR compliance. All customer data is stored in Northern Virginia, USA, on Amazon Web Services. Card payments go through Stripe, which the page says is PCI Service Provider Level 1.

For e-signatures, the page says Proposify's signing tool is compliant with the US UETA and ESIGN Act and with the EU's e-signature regulation. It records the signers' IP addresses and the date and time of signing, gives both parties a copy, and locks the document after signing. I found no HIPAA statement on Proposify's pricing or security pages.

How I reviewed Proposify

Through running a freelancing agency and then a consulting agency, and working around a lot of freelancers, consultants and the people we serve, my team and I have gathered information about Proposify. For this review I also read Proposify's own pages and what its users wrote from 2015 to 2026, and checked everything again on October 9, 2026:

• Vendor pages: the pricing page with its plan comparison table and FAQ; the security page; the e-signature software page; the Terms of Service (last updated October 15, 2025); the Q1 2026 product update post; and the help center's MCP Connection article.
• Review platforms: the first page of G2's lowest-rated reviews and its most recent reviews, and Capterra's lowest-rated and most recent reviews, read without logging in, so longer G2 reviews are cut where G2 hides the rest; all 12 Trustpilot reviews; the 3 reviews SoftwareReviews shows without logging in; the 87 most recent written US App Store reviews, 2017 to 2026; and the reviews Google Play shows on the listing. Product Hunt has no Proposify reviews.
• Forums: Reddit threads in r/msp, r/sales, r/smallbusiness and r/WeddingPhotography from 2020 to 2025. Hacker News had only passing mentions. I found no Proposify reviews on X or LinkedIn.

Who should skip Proposify, and what to use instead

Keep Proposify if:

• you build designed proposals or quotes with pricing tables, optional items and quantities every week
• you want to see which sections each client reads, and for how long
• you send many proposals from one seat, since Build lists unlimited documents and signatures
• you want an MCP server for creating and updating proposals from Claude

Skip Proposify if you only need finished PDFs, contracts or agreements signed, or if you are one or two people who send a few documents some months and many in others. That is who we built SignWith for.

SignWith has no seats and no subscription. You buy credits, and a credit is used only when a document is signed. Every account gets 3 free documents a month, with no card.

• Upload a PDF, JPEG or PNG, add signature, date, text and checkbox fields, and set the signing order.
• Your recipients sign in the browser on any device, with no account.
• Every completed document comes with a Certificate of Completion that records timestamps, IP addresses, device and browser details and email events, sealed with a SHA-256 hash.

Cost comparison

10 signed documents a month for a year, one sender

• SignWith, cheapest packs84 paid documents: 1 x Basic + 1 x Pro + 1 x Business
  $57
• SignWith Lifetime Dealone-time, unlimited credits
  $149
• Proposify Build, billed annually$35 per seat month, 1 seat
  $420

Here is the same year at all three volumes. Proposify prices checked October 9, 2026; SignWith's free monthly documents continue after you buy credits.

For one sender who only needs signatures, SignWith costs less at all three volumes, and over 3 years Build comes to $1,260 billed annually against the Lifetime Deal at $149 one-time.

Proposify has its own MCP server, so having one is not the difference. Here is where SignWith comes ahead for the person it is built for, each point checkable on both sites:

• The API and MCP on every account. SignWith has a REST API and an MCP server for AI assistants such as Claude, ChatGPT, Cursor and VS Code, and both send documents for signature on the same pay-per-document credits, with no API plan. Proposify's MCP server creates and updates proposals on Build, and its API access starts on Grow at $3,900 a year.
• No seats. SignWith has no per-user price. Proposify Build is $420 per user a year, and extra seats on Grow and Scale are $780 a year each.
• No subscription to renew. SignWith credit packs are one-time purchases valid for 12 months, and the Lifetime Deal is one payment. Proposify renews automatically, does not refund a processed payment, and applies seat reductions only at renewal.
• You pay for signed documents. On SignWith a credit is used only when a document is signed. On Proposify you pay for the seat whether or not anything is signed.

SignWith has no proposal builder, pricing tables or reading analytics, and SignWith templates, automatic reminders, team accounts and integrations are coming soon. If you need any of those today, Proposify is the better buy. SignWith is used by 1,000+ businesses, and you can start free with no card.

Pricing

SignWith pricing

No subscription. You buy credits, and a credit is used only when a document is signed. One credit covers one signed document, however many people sign it.

Best value

Lifetime Deal

• Unlimited credits
• Never expires
• One-time payment

Was $199$149Save 25%

Get lifetime access

Basic pack

$9

10 credits

$0.90 per signed document

Valid 12 months

Get started

Pro pack

$19

25 credits

$0.76 per signed document

Valid 12 months

Get started

Business pack

$29

50 credits

$0.58 per signed document

Valid 12 months

Get started

Free: 3 signed documents every month, no card, no rollover. Start freeEnterprise: custom. Talk to founder

Prices in USD. See full pricing

If you're comparing proposal tools, our PandaDoc review covers the closest proposal-plus-signature rival, and PandaDoc alternatives lists Proposify next to other options.

Related reading

FAQ

Frequently asked questions

Does Proposify have a free plan?

No free plan is listed. Proposify offers a 14-day free trial with no card needed. After that, Build is $35 per user a month billed annually ($420 a year) or $147 per user a quarter (Proposify pricing page, checked October 9, 2026).

How much does Proposify cost?

Build is $35 per user a month billed annually ($420 a year) or $49 per user a month billed as $147 a quarter. Grow is $3,900 a year with 5 seats and Scale is $12,800 a year with 10 seats, both billed annually, with extra seats at $780 a year each (checked October 9, 2026).

Does Proposify have e-signatures?

Yes. Every plan can add signatures to documents, and Build lists unlimited documents and signatures. Proposify's security page says its e-signature tool complies with the US UETA and ESIGN Act and the EU's e-signature regulation, and records signers' IP addresses and signing times (checked October 9, 2026).

Can I get a refund from Proposify?

Proposify's pricing FAQ says: "we do not offer refunds once the payment has been processed." You can cancel at any time to stop the next renewal, and its terms say seat reductions take effect only at renewal (checked October 9, 2026).

Does Proposify have an API or an MCP server?

Both. An MCP server for creating and updating documents from Claude comes with Build. API access is listed on Grow, from $3,900 a year for 5 seats, and on Scale (checked October 9, 2026).

Is the Proposify mobile app any good?

It is a companion app for tracking proposals, not for building them. It is rated 3.5 from 131 ratings on the US App Store and 4.7 from 77 reviews on Google Play. Recent App Store reviewers say it cannot create or edit proposals and often does not work (checked October 9, 2026).

Proposify or PandaDoc?

Both are proposal tools with signing built in. Proposify Build is $420 per user a year (checked October 9, 2026); our PandaDoc review has PandaDoc prices and limits.

E-signature rules vary by country, state and document type, so check with a legal professional that an e-signature suits your specific agreement before you rely on it.