You were putting proposals together in Word or Google Docs and sending them as PDFs. They looked inconsistent. You had no way of knowing whether the client had even opened the document. Getting a signed approval meant printing, signing, scanning, and emailing back. The process was slow and it looked unprofessional.
You searched for a proposal tool. Proposify came up. Good reviews. A clean interface. You signed up.
It worked. Proposals look polished. Clients can accept online. You get a notification. But now you are paying A$65 per user per month for a platform built for a sales team with a content library to maintain, a manager who needs to approve proposals before they go out, and a Salesforce account to sync with. You have two people. You send 10 proposals a month. You have opened the proposal builder and the accept button. Everything else is background noise you are paying to keep running.
The Two Things Your Business Actually Uses
A proposal that looks like your business. A way for the client to say yes.
That is the job most small businesses hired Proposify to do. And Proposify does both.
It also does team content libraries with managed sections, manager approval workflows before sending, interactive pricing tables with optional add-ons, pipeline analytics and proposal metrics, Salesforce and CRM integration, roles and permissions across a team, and multiple workspace and brand management. You pay for all of it. Most small businesses open two things.
- Team content library with managed sections
- Manager approval workflow before sending
- Interactive pricing tables and optional add-ons
- Pipeline analytics and proposal metrics
- Salesforce and CRM integration
- eSign with full audit trail
- Multiple workspace and brand management
- Roles and permissions across the team
- Proposal builder with their layout and pricing
- Send to client with a tracked link
- Know when the client has opened it
- Record that they accepted and when
Who Proposify Is Actually Built For
Proposify is a serious tool for sales teams at mid-sized companies where multiple people contribute to proposals, managers approve before sending, the proposals library is maintained centrally, and CRM integration is required for pipeline reporting.
If your business is a small team sending a handful of proposals each month, you are using the builder and the accept button. The content library has one author. There is no approval chain. The Salesforce integration is not connected. You are paying for a sales infrastructure you do not have.
A Note on Acceptance and Signatures
Proposify includes eSign with a full audit trail. That is the right tool if your documents require court-admissible signatures.
A custom Merebase proposal tracker is not a PKI e-signature platform. Client acceptance is recorded with a date and name. For most standard commercial proposals and service agreements, that record is sufficient evidence of agreement. If your work involves deeds, regulated financial agreements, or documents that require legally certified signatures, you need a dedicated signing platform. The scope of what a Merebase build covers is agreed in writing before any payment.
What a Merebase proposal tracker Includes
A Merebase proposal tracker is built for the job your business actually has. You describe your layout, your services, your pricing structure, and how you want to present your work to clients. The app is built to match.
What a Merebase proposal tracker includes:
Proposal builder with your layout and branding. Line items and pricing table. Send to client with a tracked link. Acceptance recording with date and client name. Status tracking (draft, sent, accepted, declined). Proposal history log. A$499 once. You bring your own hosting. A basic plan runs A$5 to A$20 a month.
There is no content library you will never populate. No approval workflow with one approver. No Salesforce panel. The app does the job. Nothing else is running in the background.
The Cost of Paying for the Platform You Do Not Use
Proposify Team runs around A$65 per user per month. A two-person business pays A$130 a month. Three years of that is A$4,680 to send proposals and record acceptances.
Picture a small services business that has been on Proposify for three years. They use the proposal builder and the acceptance notification. They have never set up the content library. The approval workflow has never fired. The Salesforce integration is not connected. They paid A$4,680 to access two features of a platform built for a sales department.