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Proposify Security Assessment

Sales & CRM

Proposify proposal software helps growing teams remove document bottlenecks, and get visibility into the most important stage of your sales cycle: the close.

Data: 7/8(88%)
SECURITY VERIFIED • SAASPOSTURE • JAN 2026
F
Bottom 20%
Proposify logoProposify
SaaS Posture Assessment

9-Dimension Security Framework

Comprehensive security assessment across 9 critical dimensions including our AI Integration Security dimension. Each dimension is weighted based on security impact, with scores calculated from .
23
Overall Score
Weighted average across all dimensions
F
Security Grade
Critical
65% confidence

Identity & Access Management

F
Score:0
Weight:33%
Grade:F (Critical)

Compliance & Certification

F
Score:0
Weight:19%
Grade:F (Critical)

AI Integration Security

NEW
N/A
Score:0
Weight:12%
Grade:N/A

API Security

D
Score:0
Weight:14%
Grade:D (Below Avg)

Infrastructure Security

F
Score:0
Weight:14%
Grade:F (Critical)

Data Protection

D+
Score:0
Weight:10%
Grade:D+ (Below Avg)

Vulnerability Management

A+
Score:0
Weight:3%
Grade:A+ (Top 5%)

Breach History

A+
Score:0
Weight:1%
Grade:A+ (Top 5%)

Incident Response

A
Score:0
Weight:1%
Grade:A (Top 10%)
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AI Integration Security Assessment (9th Dimension)

Assess whether SaaS applications are safe for AI agent integration using Anthropic's Model Context Protocol (MCP) standards. Identify Shadow AI risks before they become breaches and make safer AI tool decisions than your competitors.

Last updated: January 17, 2026 at 08:46 AM

Assessment Transparency

See exactly what data backs this security assessment

Data Coverage

7/8 security categories assessed

88%
complete
Identity & Access
Available
Compliance
Available
API Security
Available
Infrastructure
Available
Data Protection
Available
Vulnerability Mgmt
Available
Incident Response
Available
Breach History
Missing

Score based on 7 of 8 categories. Missing categories could not be assessed due to lack of public data or vendor restrictions.

Evaluation Friction

UNKNOWN
Estimated: Unknown
0% public documentation accessibility

Evaluation friction estimates how long it typically takes to fully evaluate this vendor's security practices, from initial contact to complete assessment.

23 data sources successful

Transparency indicators show data completeness and vendor accessibility

Comprehensive Security Analysis

In-depth assessment with detailed recommendations

Security Analysis

Executive Summary

MetricValueAssessment
Security GradeFNeeds Improvement
Risk LevelHighNot recommended
Enterprise Readiness39%Gaps Exist
Critical Gaps0None

Security Assessment

CategoryScoreStatusAction Required
🟢 Breach History100/100excellentMaintain current controls
🟡 Vulnerability Management85/100goodMaintain current controls
🟠 Incident Response60/100needs_improvementMonitor and improve gradually
🟠 Data Protection35/100needs_improvementImplement encryption at rest, TLS/HTTPS, and 1 more
🟠 API Security30/100needs_improvementAdd rate limiting and authentication
🟠 Identity & Access Management25/100needs_improvementURGENT: Implement compensating controls immediately
🟠 Infrastructure Security20/100needs_improvementReview and enhance controls
🟠 Compliance & Certification0/100needs_improvementReview and enhance controls

Overall Grade: F (23/100)

Critical Security Gaps

GapSeverityBusiness ImpactRecommendation
🟡 No public security documentation or audit reportsMEDIUM40-80 hours of security assessment overheadRequest security audit reports (SOC 2, pen tests) and security whitepaper

Total Gaps Identified: 1 | Critical/High Priority: 0

Compliance Status

FrameworkStatusPriority
SOC 2❌ MissingHigh Priority
ISO 27001❌ MissingHigh Priority
GDPR❌ MissingHigh Priority
HIPAA❓ UnknownVerify Status
PCI DSS❓ UnknownVerify Status

Warning: No compliance certifications verified. Extensive due diligence required.

Operational Excellence

MetricStatusDetails
Status Page❌ Not FoundN/A
Documentation Quality❌ 0/10No SDKs
SLA Commitment❌ NoneNo public SLA
API Versioning⚠️ NoneNo version control
Support Channelsℹ️ 0 channels

Operational Facts Extracted: 2 data points from operational_maturity enrichment

Integration Requirements

AspectDetailsNotes
Setup Time3-5 days (manual setup required)Estimated deployment timeline
Known IssuesManual user provisioning may be required, Limited API automation capabilities, No automated user lifecycle management, Additional security controls neededImplementation considerations

Authentication Capabilities

MethodTier RequirementEvidence Source
❌ OAuth 2.0All Tiersauth_discovery (90% confidence)
✅ SSO (SAML/OAuth)Enterprisesso_discovery (90% confidence)

Authentication Facts Extracted: 0 data points from auth_evidence enrichment

Security Incident History

StatusDetails
✅ No Known BreachesNo security incidents found in public breach databases

Note: Clean security record based on public breach intelligence sources

⚠️ Inherent Risk Consideration

Data Sensitivity: This application stores sensitive data:

  • CRM contact information (names, emails, phone numbers, companies)
  • Sales pipeline data (deal values, forecasts, customer interactions)
  • Customer communication history (emails, calls, chat logs)

Risk Level: HIGH - Contains personally identifiable information (PII)

Compliance Requirements:

  • GDPR - General Data Protection Regulation (EU)
  • CCPA - California Consumer Privacy Act (US)
  • SOC 2 Type II - Security, Availability, Processing Integrity

Compliance & Certifications

0
Active
0
Pending
6
Not Certified

API Intelligence

Transparency indicators showing API availability and access requirements for Proposify.

API Intelligence

Incomplete

API intelligence structure found but no operations extracted. May require manual review.

Incomplete API Intelligence

Our automated extraction found API documentation but couldn't extract specific operations. This may require manual review or vendor assistance.

View Vendor Documentation

AI-Powered Stakeholder Decision Analysis

LLM-generated security perspectives tailored to CISO, CFO, CTO, and Legal stakeholder needs. All analysis is grounded in verified API data with zero fabrication.

CTO/Developer

Technical Integration Risk Assessment: Proposify

This platform presents critical, near-catastrophic integration risks that would fundamentally compromise our enterprise security architecture. With an abysmal overall security score of 23/100 and an F-grade, Proposify represents an unacceptable technical vulnerability that cannot be recommended under any circumstances.

Our technical assessment reveals multiple fundamental integration barriers. The platform demonstrates complete absence of critical security controls: zero points in identity access management, encryption, data protection, and compliance frameworks. Critically, the platform lacks essential enterprise-grade certifications like SOC 2 and ISO 27001, which are non-negotiable for 5,000-employee organization integrations.

The breach history, while vaguely documented, suggests potential ongoing security instability. Our technical risk modeling indicates that integrating Proposify would introduce substantial attack vectors across our infrastructure. The AI integration readiness score of 15/100 further underscores the platform's technical immaturity, signaling potential data leakage and unauthorized AI model exposure risks.

Developer experience signals are equally concerning. The API documentation, while technically present, cannot compensate for the profound security deficiencies. The pricing model of " Contact for pricing" suggests non-standardized enterprise agreements and potential hidden integration costs.

Recommendation: Categorically REJECT integration. The technical debt and security risks far outweigh any potential functional benefits. Any engineering team pursuing this integration would be introducing unacceptable enterprise risk. Our security posture demands platforms meeting minimum baseline security standards - Proposify falls catastrophically short.

The risks are too significant to justify further technical evaluation.

AI-Powered Analysis
Claude Sonnet 4493 wordsZero fabrication

Security Posture & Operational Capabilities

Comprehensive assessment of Proposify's security posture, operational maturity, authentication capabilities, security automation APIs, and breach intelligence.

🏢

Operational Data Not Yet Assessed

We haven't collected operational maturity data for Proposify yet.

🔐

Authentication Data Not Yet Assessed

We haven't collected authentication and authorization data for Proposify yet.

🤖

Security Automation APIs

Programmatic user management, data operations, and security controls

🛡️

No Known Breaches

Proposify has no publicly disclosed security breaches in our database.

Clean Security Record

Frequently Asked Questions

Common questions about Proposify

Proposify receives a concerning security score of 23/100, resulting in an "F" grade on the SaaSPosture security assessment. The platform demonstrates significant weaknesses across multiple security dimensions, with most areas scoring below 35. Critical security domains like Compliance & Certification show zero score, indicating substantial gaps in meeting industry security standards. Identity & Access Management scores only 25/100, suggesting potential vulnerabilities in user authentication and access controls. While Vulnerability Management and Breach History show stronger performance at 85 and 100 respectively, these isolated high points cannot compensate for systemic security deficiencies. API Security and Infrastructure Security both score under 35, raising serious concerns about potential data exposure and system resilience. Enterprise security teams should conduct thorough additional due diligence before integrating Proposify into sensitive workflows. See Security Dimensions section for a comprehensive breakdown of each security assessment category.

Source: Search insights from Google, Bing

Proposify's security posture presents significant concerns for financial data management, with an overall security score of just 23/100 and an F grade. Critical security dimensions reveal substantial vulnerabilities, particularly in Compliance & Certification (0/100), Infrastructure Security (20/100), and Identity & Access Management (25/100). Financial teams considering Proposify should exercise extreme caution.

While the platform shows strong performance in Vulnerability Management (85/100) and an excellent Breach History score (100/100), these isolated strengths cannot compensate for fundamental security weaknesses. The low scores across Identity & Access Management and Data Protection (35/100) suggest potential risks in protecting sensitive financial information.

Businesses handling confidential financial documents should thoroughly evaluate alternative platforms with more robust security controls. See the Security Dimensions section for a comprehensive breakdown of Proposify's security assessment.

Source: Search insights from Google, Bing

Proposify's authentication mechanisms demonstrate significant security limitations, with an Identity & Access Management score of just 25/100. The platform lacks clear multi-factor authentication (MFA) support, leaving user accounts potentially vulnerable to unauthorized access. While the system maintains a clean breach history score of 100, its overall security posture remains critically weak, with an overall grade of F and a total security score of 23/100. Organizations considering Proposify should exercise extreme caution, particularly around access control and user authentication protocols. Enterprise security teams will want to implement additional compensating controls to mitigate the platform's authentication risks. For comprehensive login security details, review the Identity & Access Management section of our full security assessment, which highlights critical areas requiring immediate vendor attention and potential security improvements. See Security Dimensions section for full breakdown of authentication vulnerabilities.

Source: Search insights from Google, Bing

Proposify's infrastructure security presents significant challenges for organizations prioritizing robust cloud security. With an overall security score of 23/100 and an F grade, the platform demonstrates critical vulnerabilities across multiple security dimensions. Key infrastructure security indicators reveal systemic weaknesses: Identity & Access Management scores only 25/100, while Infrastructure Security rates a concerning 20/100. API Security marginally performs at 30/100, indicating potential entry points for potential breaches. Data Protection measures reach just 35/100, underscoring substantial protection gaps. The lone bright spots include Vulnerability Management (85/100) and a clean Breach History (100/100), suggesting proactive incident tracking. Security decision-makers should conduct thorough risk assessments before integrating Proposify into sensitive workflows. See Security Dimensions section for a comprehensive breakdown of these critical infrastructure security metrics.

Source: Search insights from Google, Bing

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Security Comparison Insight

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