
Proposify
8.3#3 in proposal softwareiOSWebAPI
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| Fact | Proposify | Send |
|---|---|---|
| Analytics and reporting | Yes | Yes |
| Client activity tracking | Yes | Yes |
| CRM integrations | Proposify integrates with popular CRM, invoicing, payment, and Zapier tools. | Yes |
| Custom branding | Yes | Yes |
| Free plan | No | Yes |
| Integrations | The integrations directory lists CRM, payment, invoicing, collaboration, file, forms, project-management, and other integrations, including Salesforce, HubSpot, Stripe, QuickBooks, Slack, and Zapier. | The homepage provides an Add Claude Connector link, and the product is described as creating and publishing sites in Claude. |
| Paid from | 19 | 12 |
| Purpose | Proposify lets sales teams create, send, track, and close customized, interactive proposals. | Send lets users create sites in Claude, publish them to shareable links, control access, present their brand, and track engagement. |
Proposify suits individuals and small sales teams that need to create and track proposals, as well as growing teams seeking CRM integration. Its iOS companion app is for monitoring activity rather than creating and sending proposals.
You want what its maker publishes above — check its page for the details.