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 Scopes, rate limits, and SDKs remain unpublished.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 the 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 Scopes, rate limits, and SDKs remain unpublished.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.
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.
Grades measure one thing: can a customer's engineering team get their own data out programmatically? We check six things (whether a real API exists, how access is gated, data coverage, auth quality, docs and developer experience, and stability) and roll them into a letter grade. Grades get re-verified, and they only move on evidence.