AI Proposal Platform: Proposify

Technology & ToolsAI
Written By Tiany Galaskas

Website: https://www.proposify.com

Target Audience: Small to mid-sized firms focused on fee proposals 

Best Use Case: Quickly producing branded digital proposals and fee letters

 

Overview

Proposify is a cloud-based platform designed to create interactive, web-based proposals that streamline internal approvals and client engagement. It is best suited for firms that issue high volumes of standard proposals or fee letters and want consistent branding and simple workflows.

Key Features

Centralized Content Management

  • Maintains a single source of content 

  • Version control via user permissions and folder organization 

  • Locked sections ensure legal and brand compliance

AI and Automation

  • No native AI for RFP parsing or drafting 

  • Focuses on efficiency and consistency through reusable templates and content

Collaboration Tools

  • In-document comments for internal reviews 

  • Approval workflows to prevent unauthorized proposals from being sent 

  • User roles and permissions for access control

Templates & Branding

  • Customizable templates with locked elements (logos, disclaimers) 

  • Helps junior staff create brand-compliant proposals 

  • Templates can be reused across teams and departments

Export & Sharing

  • Web-based sharing with optional password protection and expiration 

  • Built-in e-signatures and Stripe payment support 

  • PDF exports available (interactive features not retained) 

  • CRM integrations with Salesforce, HubSpot, and Zoho

Pricing

  • Basic Plan: $29/month (2 users, 1 collaborator) 

  • Team Plan: $49/month (adds CRM integrations, auto-reminders, and 3 collaborators) 

  • Business Plan: $65/month (minimum 10 users, includes SSO, approval workflows, multiple workspaces, and AP visibility)

Onboarding & Trial

  • 14-day free trial available

 AEC Industry Considerations

  • Not recommended for highly complex RFPs that require extensive input from external consultants or detailed form submissions

  • Best for service firms needing quick-turn, branded proposals or fee letters 

  • Scales well for small firms or teams with standard content needs

Final Summary

Proposify is a fast, user-friendly solution for creating well-branded digital proposals. It’s best for AEC firms producing standardized proposals, but not suited for highly technical or government RFP responses.

Tiany Galaskas
Previous

AI Proposal Platform: Qwilr
Next

AI Proposal Platform: Loopio