Is Proposify or Surfe better?

Neither clearly leads. Proposify starts at $19/month and Surfe at Free, and user ratings are close enough to be indistinguishable. Choose on capability and platform support.

Which is cheaper, Proposify or Surfe?

Surfe has a free tier; the other does not. Paid plans start at $19/month for Proposify and Free for Surfe.

Does Proposify or Surfe run on more platforms?

Proposify runs on Web. Surfe runs on Chrome, Web, API.

Can I use Surfe for free?

Yes. Surfe has a free tier, so you can try it without paying. Proposify starts at $19/month.

What is Proposify best used for?

Proposify is most often used for document proposal and template management, sales document tracking and management, team collaboration on proposals. Of those, document proposal and template management and sales document tracking and management are not what Surfe is typically brought in for.

What can Proposify do that Surfe cannot?

Proposify covers Proposal templates, Content library, Electronic signatures, Analytics. Surfe covers Waterfall enrichment, Chrome extension, Buying signals, CRM sync and automation.

Sales Enablement · head to head

Proposify vs Surfe

Proposify

Sales Enablement

Proposal Software That Closes Deals

From: $19/month
Rated: -

Full review Website

Surfe

Sales Enablement

B2B prospecting, enrichment and CRM sync from the browser

From: Free
Rated: -

Full review Website

The short version

Only Surfe has a free tier, so it costs nothing to try first.
Each has a real cost: Proposify document sends are capped monthly and billed per overage, at 10 sends on Basic with $0.50 each beyond; Surfe three native CRMs only: Salesforce, HubSpot and Pipedrive. Anything else needs the API or Google Sheets.
They diverge on capability: Proposify covers Proposal templates, Surfe covers Waterfall enrichment.
Prices and features above were last checked on 17 September 2026.

Where they differ

Only the attributes on which Proposify and Surfe actually diverge.

Attributes where Proposify and Surfe differ
Attribute	Proposify	Surfe
Starting price	$19/month	Free
Pricing model	subscription	freemium
Free tier	No	Yes
Platforms	Web	Chrome, Web, API
Founded	2013	Unknown

Identical on both: user rating (Not yet rated), category (Sales Enablement).

What each one covers

Drawn from each product's published feature list. An absence here means we hold no record of it - not that the product lacks it.

Only in Proposify

Proposal templates
Content library
Electronic signatures
Analytics
Interactive pricing
Salesforce
HubSpot
Pipedrive

Only in Surfe

Waterfall enrichment
Chrome extension
Buying signals
CRM sync and automation
API and MCP server
Company and people search
Prospect list builder

What people use each for

The jobs each tool is most often brought in to do.

Proposify

Document proposal and template managementnot Surfe
Sales document tracking and managementnot Surfe
Team collaboration on proposalsnot Surfe

Surfe

Enriching LinkedIn prospects with verified email and phone datanot Proposify
Keeping CRM contact records current as people change rolesnot Proposify
Timing outreach against funding, hiring or job-change signalsnot Proposify
Feeding B2B contact data into an AI agent through MCPnot Proposify
Building target account lists from lookalikesnot Proposify

Where each one falls short

Documented limitations, not opinions. Every one is a constraint you would hit in normal use.

Proposify

Document sends are capped monthly and billed per overage, at 10 sends on Basic with $0.50 each beyond
The Business plan's overage rate of $0.75 per send is higher than either cheaper plan despite starting at $3,900 a year
Document analytics, integrations and custom fields all require the Team plan at $49 per user per month
API access and SSO are Business only
The Basic plan includes a single collaborator seat

Surfe

Three native CRMs only: Salesforce, HubSpot and Pipedrive. Anything else needs the API or Google Sheets.
API access is an Enterprise feature, so the lower tiers cannot automate beyond the supported connectors even though an API exists.
The free tier caps CRM sync at one contact a day, which makes it a demonstration rather than a workable free plan.
Mobile number credits are far scarcer than email credits on every tier, 100 a month against 1,000 on Pro, and phone data is usually the reason teams buy a tool like this.
Match rates are not published. Enrichment across fifteen providers is a description of method, not a measured outcome, and the figure that decides whether the cost is justified is not on the pricing page.

Pricing, plan by plan

Proposify

$19/month

Basic$19/month
- 10 document sends per month
- Annual billing (monthly billing: $29/month)
- Overage: $0.50 per send
Team$41/month
- 30 document sends per month
- Annual billing (quarterly billing: $49/month)
- Overage: $0.30 per send
Business$3900/year
- 75 document sends per month
- Custom pricing (starts at $3,900/year)
- Overage: $0.75 per send
Enterprise$null/month
- Custom pricing and send limits

Surfe

Free

FreeFree
- 20 email find credits a month
- 5 mobile find credits a month
- Company and people search, 1,000 results a week
Essential$49/month
- 150 email find credits a month
- 50 mobile find credits a month
- Full CRM connector
Pro$89/month
- 1,000 email find credits a month
- 100 mobile find credits a month
- Search 10,000 results a day
Enterprise$undefined/month
- Custom credit allowances
- Unlimited company and people search
- SSO and SCIM

Which should you pick?

Choose Proposify if

You need proposal templates.
You also want content library.

Proposify review

Choose Surfe if

You need waterfall enrichment.
You want to start without paying.
You work on Chrome, Web, API.
You also want chrome extension.

Surfe review

Questions people ask

Is Proposify or Surfe better?: Neither clearly leads. Proposify starts at $19/month and Surfe at Free, and user ratings are close enough to be indistinguishable. Choose on capability and platform support.
Which is cheaper, Proposify or Surfe?: Surfe has a free tier; the other does not. Paid plans start at $19/month for Proposify and Free for Surfe.
Does Proposify or Surfe run on more platforms?: Proposify runs on Web. Surfe runs on Chrome, Web, API.
Can I use Surfe for free?: Yes. Surfe has a free tier, so you can try it without paying. Proposify starts at $19/month.
What is Proposify best used for?: Proposify is most often used for document proposal and template management, sales document tracking and management, team collaboration on proposals. Of those, document proposal and template management and sales document tracking and management are not what Surfe is typically brought in for.
What can Proposify do that Surfe cannot?: Proposify covers Proposal templates, Content library, Electronic signatures, Analytics. Surfe covers Waterfall enrichment, Chrome extension, Buying signals, CRM sync and automation.

Answered from the vendors’ own pages

Proposify: How much does Proposify cost?

Proposify Basic plan costs $19/user/month (annual) or $29/user/month (monthly). Team plan is $41/user/month (annual) or $49/user/month (quarterly). Business starts at $3,900/year with custom pricing for Enterprise. All prices in USD.

Source

Surfe: What does Surfe cost?

Free gives 20 email and 5 mobile credits a month. Essential is $49 a user monthly or $39 billed annually, Pro is $89 or $79 annually, and Enterprise is custom priced with SSO, SCIM and API access.

Source

Proposify: What document send limits does each plan include?

Basic includes 10 monthly sends ($0.50 per overage), Team includes 30 monthly sends ($0.30 per overage), and Business includes 75 monthly sends ($0.75 per overage). Enterprise has custom limits.

Source

Surfe: Which CRMs does Surfe integrate with?

Salesforce, HubSpot and Pipedrive natively. Surfe is the official Pipedrive data enrichment provider and powers HubSpot's native prospecting agent. Salesloft, Outreach and Lemlist connectors are available from the Pro tier.

Source

Proposify: Does Proposify offer a free trial?

Yes, Proposify offers a 14-day free trial on the Team plan features with no credit card required.

Source

Surfe: What is waterfall enrichment?

Looking a contact up across more than fifteen data providers in sequence rather than relying on a single source, so a miss at one provider is retried at the next. It is what drives match rates on contacts a single database would not find.

Source

Proposify: How much do I save with annual billing?

Annual billing offers significant discounts compared to monthly options. For example, Basic plan saves up to 4 months of fees per year when billed annually versus monthly.

Source

Surfe: Can Surfe be used with AI agents?

Yes. Surfe publishes an API and an MCP server, which makes the data reachable from Claude, ChatGPT, Gemini, Grok and Perplexity. API access sits on the Enterprise tier.

Source

Surfe: Is the Surfe free plan usable?

For evaluation rather than for work. It includes 20 email and 5 mobile find credits a month and limits CRM sync to one contact a day, which is enough to judge data quality and not enough to prospect with.

Source

Proposify vs Surfe

Proposify

Surfe

The short version

Where they differ

What each one covers

Only in Proposify

Only in Surfe

What people use each for

Proposify

Surfe

Where each one falls short

Proposify

Surfe

Pricing, plan by plan

Proposify

Surfe

Which should you pick?

Choose Proposify if

Choose Surfe if

Questions people ask

Answered from the vendors’ own pages

Related pages

More on Proposify

More on Surfe

Keep looking

Other head to heads