Proposify API
The Connect API, public since April 2024, is REST with OAuth 2.0 and proposal lifecycle webhooks. It is gated to the Business plan (10-user minimum, roughly $7.8K per year) plus a manual Customer Success enablement step. Scopes, rate limits, and SDKs remain unpublished.
Frequently asked questions
Proposify scores C on Supergood's API Report Card. The Connect API, public since April 2024, is REST with OAuth 2.0 and proposal lifecycle webhooks. It is gated to the Business plan (10-user minimum, roughly $7.8K per year) plus a manual Customer Success enablement step. Scopes, rate limits, and SDKs remain unpublished.
Proposify has an official API, but teams routinely hit its limits: gated access, partial coverage, or paid tiers. Most end up supplementing it with exports or an unofficial API layer like Supergood. Site terms may apply to any integration approach, and how they apply is a determination each team makes for itself.
Proposify is a cloud-based sales proposal and document automation platform that helps sales teams design, send, track, and e-sign business proposals, quotes, and contracts.
misc (Sales Proposal / CPQ Software), Typically for SMB and mid-market B2B sales, marketing, and operations teams in professional services, consulting, agencies, construction/contracting, landscaping, janitorial/commercial services, SaaS, and franchise/multi-unit operators that send a meaningful volume of branded proposals or scoped quotes and want tracking + e-sign in one tool rather than stitching Word + DocuSign + Excel. A sales rep starts a new proposal from a template in the Proposify editor, pulls account/contact/opportunity data from the connected CRM (Salesforce, HubSpot, Pipedrive, or Zoho), drops in reusable sections from the content library, builds a dynamic pricing table (with optional/quantity-based line items), and routes it through any required internal approvals.
Well-known sales-doc brand in the SMB/mid-market, but mid-tier within a crowded category dominated by PandaDoc and DocuSign at the top and Qwilr, GetAccept, Better Proposals, and DealHub crowding the middle.
Yes (sales-stage), Proposify holds the active deal artifacts that sit between CRM and signed contract: outgoing proposals, quotes, and contracts with line-item pricing and discounts; prospect engagement analytics (opens, time per section, signature events); legally binding e-signature audit trails; payment events via the Stripe integration; reusable template library and content snippets; and the approval-workflow history that shows who authorized what discount/term.
~13 years old, founded 2013 in Halifax. Cloud-native SaaS from day one with a modern HTML5 drag-and-drop editor; has added AI-assisted writing, dynamic pricing tables, embedded Stripe payments, and a public OAuth 2.0 REST API (launched April 2024).
API gated behind the Business plan (10-user minimum, ~$7.8K/yr floor) and requires a manual Customer Success enablement step, blocking SMB customers from programmatic access. Rate limits and OAuth scopes are not publicly documented; integrators must contact Proposify support to confirm. Full sourced list under Sources below.
Common alternatives include PandaDoc, DocuSign (CLM + Gen), Qwilr, GetAccept, Better Proposals, DealHub. Graded alternatives appear under "More from the report card" below.
Supergood's grades measure one thing: can a customer's engineering team get their own data out programmatically? Supergood checks six things (whether a real API exists, how access is gated, data coverage, auth quality, docs and developer experience, and stability) and rolls them into a letter grade. Supergood re-verifies grades, and they only move on evidence.
Not that we could find. As of August 2026 there is no official Proposify MCP server in any public registry, and no maintained community server we're aware of. We re-verify this periodically — report an inaccuracy below if we missed one.
Not natively. Proposify doesn't publish an MCP server, so MCP clients like Claude, Cursor, and Codex have nothing to connect to out of the box. If that changes, this page will reflect it.