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Proposify

CRM
Velocity0.0

Proposal software for creating, sending, and tracking sales proposals

www.proposify.com ↗

Proposify 3 launches after 2.5 years of development—the platform's first complete architectural reset.

proposal-managementplatform-rewritecrm-integrationssales-workflowautomations
◆Current state
Proposify shipped its v3 platform in May 2025, a ground-up rebuild that reframes the product as a proposal experience layer rather than a document editor. The Q1 2026 update indicates steady post-launch iteration, with the team shipping new integrations and incremental improvements now that the architectural work is done.
◆Where it's heading
The 2.5-year development cycle means v3 is a fundamental platform rewrite. With the foundation in place, Proposify is expanding through vertical-specific integrations (Aspire for field services), broadening the seat model (Collaborator seats for non-sales stakeholders), and building the automation layer that underpins future AI capabilities. The 2024 public API positions Proposify to be embedded in custom sales stacks.
◆Prediction
The next phase is AI-assisted proposal drafting—the 2024 automation engine is a natural foundation for AI-generated content components. Competitors PandaDoc and GetAccept shipped AI features during the 2.5-year v3 development window; Proposify needs to close that gap in 2026.

◆Recent moves

  1. 6mo ago

    What's New in Proposify: Q1 2026 Product Updates

    The Q1 2026 update arrives nine months after the v3 launch, confirming the team is in sustained delivery mode rather than preparing another major cycle. Quarterly roundups are the standard format for signaling continued investment post-major-release.

  2. 1y ago

    Proposify Now Integrates with Aspire to Help Landscaping and Janitorial Teams Close More Deals

    The Aspire integration targets field-service verticals (landscaping, janitorial), broadening Proposify's reach beyond software sales into industries that use Aspire as their business OS. A niche integration that matters more for vertical market penetration than for the platform's general capability.

  3. 1y ago

    Proposify 3 Is Here: The First Chapter of Your New Proposal Experience

    ⚡ SPARK

    Proposify 3's launch is the culmination of 2.5 years of development and the product's most significant architectural change since inception. The 'first chapter' framing signals a phased rollout—the platform foundation is in place, and feature expansion follows over the coming months.

  4. 1y ago

    Proposify 3 Launches Next Month: Here's What To Expect

    The pre-launch preview from April 2025 set user expectations ahead of the v3 release after two and a half years of hints. More change management than a shipping milestone—preparing the existing user base for the transition.

  5. 1y ago

    Introducing Proposify Collaborator Seats

    Collaborator seats let non-sales stakeholders (design, legal, leadership) contribute to proposals without full user licenses. It functions as a pricing mechanism as much as a collaboration feature, removing a cost barrier to enterprise adoption where multiple departments need proposal access.

  6. 1y ago

    New! Proposify Automations

    Workflow automations launched in September 2024—triggering reminders and status updates without manual follow-up—laid the automation foundation that subsequent features and AI capabilities would build on. It closed the gap between proposal creation and deal follow-through.