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.
9-Dimension Security Framework
Identity & Access Management
Compliance & Certification
AI Integration Security
NEWAPI Security
Infrastructure Security
Data Protection
Vulnerability Management
Breach History
Incident Response
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
Score based on 7 of 8 categories. Missing categories could not be assessed due to lack of public data or vendor restrictions.
Evaluation Friction
Evaluation friction estimates how long it typically takes to fully evaluate this vendor's security practices, from initial contact to complete assessment.
Transparency indicators show data completeness and vendor accessibility
Comprehensive Security Analysis
In-depth assessment with detailed recommendations
Security Analysis
Executive Summary
| Metric | Value | Assessment |
|---|---|---|
| Security Grade | F | Needs Improvement |
| Risk Level | High | Not recommended |
| Enterprise Readiness | 39% | Gaps Exist |
| Critical Gaps | 0 | None |
Security Assessment
| Category | Score | Status | Action Required |
|---|---|---|---|
| 🟢 Breach History | 100/100 | excellent | Maintain current controls |
| 🟡 Vulnerability Management | 85/100 | good | Maintain current controls |
| 🟠 Incident Response | 60/100 | needs_improvement | Monitor and improve gradually |
| 🟠 Data Protection | 35/100 | needs_improvement | Implement encryption at rest, TLS/HTTPS, and 1 more |
| 🟠 API Security | 30/100 | needs_improvement | Add rate limiting and authentication |
| 🟠 Identity & Access Management | 25/100 | needs_improvement | URGENT: Implement compensating controls immediately |
| 🟠 Infrastructure Security | 20/100 | needs_improvement | Review and enhance controls |
| 🟠 Compliance & Certification | 0/100 | needs_improvement | Review and enhance controls |
Overall Grade: F (23/100)
Critical Security Gaps
| Gap | Severity | Business Impact | Recommendation |
|---|---|---|---|
| 🟡 No public security documentation or audit reports | MEDIUM | 40-80 hours of security assessment overhead | Request security audit reports (SOC 2, pen tests) and security whitepaper |
Total Gaps Identified: 1 | Critical/High Priority: 0
Compliance Status
| Framework | Status | Priority |
|---|---|---|
| SOC 2 | ❌ Missing | High Priority |
| ISO 27001 | ❌ Missing | High Priority |
| GDPR | ❌ Missing | High Priority |
| HIPAA | ❓ Unknown | Verify Status |
| PCI DSS | ❓ Unknown | Verify Status |
Warning: No compliance certifications verified. Extensive due diligence required.
Operational Excellence
| Metric | Status | Details |
|---|---|---|
| Status Page | ❌ Not Found | N/A |
| Documentation Quality | ❌ 0/10 | No SDKs |
| SLA Commitment | ❌ None | No public SLA |
| API Versioning | ⚠️ None | No version control |
| Support Channels | ℹ️ 0 channels |
Operational Facts Extracted: 2 data points from operational_maturity enrichment
Integration Requirements
| Aspect | Details | Notes |
|---|---|---|
| Setup Time | 3-5 days (manual setup required) | Estimated deployment timeline |
| Known Issues | Manual user provisioning may be required, Limited API automation capabilities, No automated user lifecycle management, Additional security controls needed | Implementation considerations |
Authentication Capabilities
| Method | Tier Requirement | Evidence Source |
|---|---|---|
| ❌ OAuth 2.0 | All Tiers | auth_discovery (90% confidence) |
| ✅ SSO (SAML/OAuth) | Enterprise | sso_discovery (90% confidence) |
Authentication Facts Extracted: 0 data points from auth_evidence enrichment
Security Incident History
| Status | Details |
|---|---|
| ✅ No Known Breaches | No 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
API Intelligence
Transparency indicators showing API availability and access requirements for Proposify.
API Intelligence
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 DocumentationAI-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.
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.
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
Compare with Alternatives
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Security Comparison Insight
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