Proposify
Proposify is a cloud-based proposal management SaaS platform founded in 2013 that helps sales teams create, send, track, and e-sign branded proposals. Serving over 8,900 customers across consulting, landscaping, construction, and other industries, it operates with approximately 60 remote employees and over $10M in ARR.
- Company typePrivate
- Founded2013
- HeadquartersHalifax, Canada
- Headcount51–100
- GTM typeB2B
- OfferingSoftware
What Proposify does
Proposify is a cloud-based SaaS proposal management platform headquartered in Dartmouth, Nova Scotia, Canada, and operated as a fully remote company with approximately 60 employees distributed across 16 countries. Founded in 2013 by Kyle Racki and Kevin Springer after they sold their web design agency, the platform enables sales teams to create, send, track, and e-sign branded proposals, quotes, and contracts in a single integrated workflow. The product combines a drag-and-drop editor, a centralized content library, real-time engagement analytics, multi-step approval workflows, built-in legally binding e-signatures (ESIGN/UETA/eIDAS compliant), interactive pricing tables, and a public API. The platform is hosted on Amazon AWS infrastructure and holds SOC 2 Type 2 certification, GDPR compliance, and PCI-DSS Level 1 payment processing via Stripe.
Proposify generates revenue primarily through tiered monthly subscriptions (Basic, Team, Business) priced on document sends per month and feature access, with add-on Collaborator Seats at $9 per user per month for SSO and additional reviewer capacity. The company employs a hybrid go-to-market model combining a product-led growth motion (free 14-day trial, free AI Proposal Generator tool on the website) with an assisted sales motion for Team and Business plan customers, supplemented by paid Professional Design Services for template customization and training. The customer base spans approximately 8,976 companies across more than 30 industries, including enterprise accounts (PostMedia, BluSky, Paradox, WSI) and SMB case studies in landscaping (Fern, EverLine), consulting (Seraph), and healthcare (We Treat). Native integrations with Salesforce, HubSpot, Zoho, Pipedrive, Stripe, Zapier, Gong, and QuickBooks anchor the platform within customers' existing revenue stacks.
The company has raised approximately $12.6M across three disclosed funding rounds — a 2014 seed round, a 2018 Series A, and two tranches of growth investment from the Canadian Business Growth Fund (CBGF) in 2020 and 2021 — and has reportedly surpassed $10M in annual recurring revenue. In May 2025, Proposify launched Proposify 3, a full architectural rebuild after 2.5 years of development, alongside a succession of new platform modules including Proposify Automations (September 2024), the public API (April 2024), Collaborator Seats (April 2025), and the Aspire integration (June 2025) targeting field-service verticals. The company continues to publish its annual State of Proposals research report derived from its proprietary dataset of 742,137 proposals as a thought-leadership and demand-generation asset.
Proposify firmographics
Firmographics- Name
- Proposify
- Legal name
- Proposify Inc.
- Website
- https://proposify.com
- Company type
- Private
- Founded year
- 2013
- Operating status
- Operating
- Headcount range
- 51–100 employees
- Short description
- Proposify is a cloud-based proposal management SaaS platform founded in 2013 that helps sales teams create, send, track, and e-sign branded proposals. Serving over 8,900 customers across consulting, landscaping, construction, and other industries, it operates with approximately 60 remote employees and over $10M in ARR.
- Ownership category
- akta.pro rank
Proposify industry classification
Industry- Product category
- Proposal Management Software
- NAICS
- Computer Systems Design and Related Services (54151), Document Preparation Services (561410)
- SIC
- Services-Prepackaged Software (7372), Services-Computer Integrated Systems Design (7373)
- akta.pro primary industry
- Managed DevOps / Platform Operations (Run & Operate) (BPAEAKAO)
Keywords
Where Proposify is headquartered
LocationHeadquarters
- HQ city
- Halifax
- HQ country
- Canada
- HQ region
- North America
Offices2 records
Markets served
Proposify business model
Business model- GTM type
- B2B
- Offering type
- Software
- Cost components
- Technology or R&D, Personnel, Marketing or Sales, Infrastructure, Operations
Revenue model
- SaaS Subscription: Subscription-based SaaS revenue with tiered pricing plans (Basic, Team, Business) based on document sends per month and feature access. Additional revenue from add-on collaborator seats at $9/user/month. Professional design services offered as separate paid engagements.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Subscription | Monthly | Basic Plan - 5 sends per month with core features |
| Subscription | Monthly | Team Plan - Unlimited sends with collaboration features |
| Subscription | Monthly | Business Plan - Full platform with advanced controls |
| Per seat | Monthly | SSO Add-on |
Go-to-market motion2 records
Distribution channels5 records
Marketing channels10 records
Proposify product offering
Product offeringCore offering
Proposify is a cloud-based SaaS proposal management platform that enables sales teams to create, send, track, and e-sign professional branded proposals, contracts, quotes, and agreements. The platform combines a drag-and-drop document editor, AI-powered content generation, real-time buyer engagement analytics, multi-step approval workflows, legally binding electronic signatures, and interactive pricing tables, along with native CRM integrations to automate the full proposal-to-close workflow for businesses.
Product overview
Proposify is a unified proposal management platform that combines proposal creation, automation, tracking, and e-signatures into a single integrated system. The core platform (Proposify Proposal Management Platform) serves as the central hub, augmented by specialized modules including the AI Proposal Generator for AI-powered content creation, Document Creation Software with drag-and-drop editing, Document Automation for workflow streamlining, Document Tracking Software for engagement analytics, Electronic Signature Software for in-platform signing, Contract Management Software, and Quoting Software for interactive pricing. Additional services include Professional Design Services for custom template creation and a Public API for developer integrations. The platform supports unlimited templates, content libraries, and integrations with major CRMs including Salesforce, HubSpot, Zoho, and Pipedrive, enabling seamless workflows from proposal creation through contract execution.
Differentiator
Problem solved
Functional benefit
Products and services
- Proposify Proposal Management Platform Unified cloud-based proposal management platform enabling sales teams to create, send, track, and e-sign professional branded proposals with real-time analytics, automated workflows, and CRM integrations.
- Professional Design Services In-house design team creates custom branded proposal templates tailored to customer brand guidelines, including template design, software training, and workflow implementation with first draft delivered within 10 business days.
- Proposify Public API Public REST API enabling developers to build custom integrations and extend Proposify's functionality, with documentation and developer resources.
- Proposal Templates Library of professionally designed, customizable proposal templates for various industries including accounting, advertising, architecture, construction, consulting, and landscaping, available via drag-and-drop customization with unlimited template creation.
Quantifiable outcome
- 2x close rate compared to industry average
- +5 more outcomes
Companies that use Proposify
Customer profileNamed customers8 records
Segments7 records
Ideal customer profiles2 records
Proposify technology and API
TechnologyTechnology focussed Yes
API detail
- Has API
- Yes
- API docs
- API detail
Core technology
AI maturity
App detail
Integration11 records
AI capability7 records
Feature10 records
Proposify partnerships and signals
Strategic signalPartnerships
Twelve partnerships are on record, tiered core and secondary.
- HubSpotcoreNative integration with HubSpot CRM for seamless contact synchronization, deal data, and workflow automation. SSO compatible with HubSpot identity.
- SalesforcecoreNative integration with Salesforce via managed package, deep CRM syncing, and SSO compatibility. Reps can work directly within Salesforce.
- ZohocoreNative integration with Zoho CRM for contact and field data import into Proposify documents.
- PipedrivesecondaryIntegration with Pipedrive CRM for sales workflow automation and contact synchronization.
- StripecoreConnect Stripe account to accept full or partial payments when proposals are signed. Payments processed securely via Stripe.
- ZapiersecondaryIntegration via Zapier for connecting Proposify with 3,000+ third-party applications and automating workflows.
- AspiresecondaryIntegration launched June 2025 to help landscaping and janitorial teams import contacts and field data from Aspire into Proposify documents.
- Amazon AWScoreCloud hosting provider using AWS infrastructure in Northern Virginia, USA. AWS maintains SOC 2 and ISO 27001 certifications for security standards.
- Stripe (Payment Processing)corePCI-DSS Level 1 certified payment processor handling all payment transactions securely.
- ZenDesksecondaryCustomer support portal for help desk and ticket management.
- MaxiosecondaryBilling system for subscription management and invoicing.
- VitallysecondaryCustomer success platform for managing customer relationships and onboarding.
Scale indicators14 records
Recent moves6 records
Expansion highlights6 records
Proposify competitors and assessment
Company assessmentDirect peers
- PandaDoc: PandaDoc is the closest direct competitor to Proposify, offering a SaaS platform for creating, sending, tracking, and e-signing proposals, quotes, and contracts with CRM integrations, templates, and workflow automation aimed at sales teams.
- Better Proposals: Better Proposals is a direct competitor focused on creating, sending, and tracking professional proposals with payment integration and CRM integrations. Targets similar SMB and mid-market sales teams as Proposify.
- Qwilr: Qwilr is a direct competitor offering proposal creation software with interactive web-based proposals, quotes, and e-signatures. Targets sales teams in agencies, consulting, and SaaS with similar proposal analytics.
- HoneyBook: HoneyBook is a direct competitor serving SMB service businesses (consultants, event planners, photographers) with proposals, contracts, invoicing, and payments in one platform. Heavy overlap with Proposify in the SMB services vertical.
- QuoteWerks: QuoteWerks is a direct competitor focused on proposal and quoting software for IT, MSPs, and VARs. Overlaps with Proposify in the quoting/pricing space and shares mid-market customer base.
Broad incumbents
- DocuSign: DocuSign is the dominant e-signature and agreement platform with broader CLM and intelligent agreement management capabilities. It is the benchmark incumbent in the e-signature category that Proposify competes against, with deeper enterprise reach but less specialization in proposal creation.
- Salesforce CPQ & Sales Documents: Salesforce's Configure-Price-Quote and document generation capabilities serve a similar proposal-generation function natively within Salesforce CRM. Represents both a key integration partner and a competitive threat to Proposify's enterprise growth.
Emerging players
- Loopio: Loopio is a request-for-proposal (RFP) response automation platform used by sales teams. Adjacent use case to Proposify's proposal software and increasingly convergent as RFP and proposal workflows overlap.
- Jotform Sign: Jotform Sign is an emerging e-signature and form-based document solution from Jotform. It competes with Proposify's built-in e-signature and document creation capabilities at the SMB end of the market.
Others
- Apollo.io: Apollo.io is a sales intelligence and engagement platform with growing document and outreach capabilities. Adjacent ecosystem player in the sales tech stack where Proposify operates, with potential to expand into proposal workflows.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat5 records
Key risks5 records
Key highlights7 records
Customer concentration
Proposify social profiles
Digital presenceProposify compliance and trust
Trust signalCompliance5 records
Proposify financial estimates
Financial estimateRevenue estimate
Valuation estimate
Proposify leadership team
Management profileNumber of profiles
Profiles11 records
Proposify funding detail
Funding detailFunding overview
Funding rounds3 records
Investors3 records
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Proposify M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Proposify
What does Proposify do?
Proposify is a cloud-based SaaS proposal management platform that enables sales teams to create, send, track, and e-sign professional branded proposals, contracts, quotes, and agreements. The platform combines a drag-and-drop document editor, AI-powered content generation, real-time buyer engagement analytics, multi-step approval workflows, legally binding electronic signatures, and interactive pricing tables, along with native CRM integrations to automate the full proposal-to-close workflow for businesses.
Is Proposify a public or private company?
Proposify is a private company. It is classified as venture growth investor backed and is currently operating.
When was Proposify founded?
Proposify was founded in 2013. It employs 51 to 100 people.
Where is Proposify based?
Proposify is headquartered in Halifax, Canada, in the North America region.
How does Proposify make money?
One revenue line is on record: saaS Subscription.
Who are Proposify's main competitors?
Direct peers on record are PandaDoc, Better Proposals, Qwilr, HoneyBook and QuoteWerks. Broad incumbents are DocuSign and Salesforce CPQ & Sales Documents. Emerging players are Loopio and Jotform Sign. Apollo.io is listed as an others.
Does Proposify have an API?
Yes. Proposify offers a public API that enables developers to build custom integrations and extend Proposify's functionality. The API is available across all plans with API Access included. Developers can integrate with external systems, enhance customization, and access comprehensive developer resources. Developer documentation is at apidocs.proposify.com.
What industry is Proposify in?
Proposify's product category is Proposal Management Software. Its primary akta.pro industry code is BPAEAKAO, Managed DevOps / Platform Operations (Run & Operate). Its NAICS code is 54151 and its SIC code is 7372.