Proposify Security Assessment

CFO

From a financial perspective, Proposify presents good business risk with standard due diligence requirements. The platform demonstrates solid identity and access management capabilities, though several security dimensions lack assessment data that warrant additional vendor scrutiny during procurement.

The primary business concern centers on operational continuity given the documented breach history. While breach severity remains unspecified, any security incident poses material risk to business operations, particularly for proposal management systems handling sensitive client information and competitive data. This requires enhanced vendor monitoring protocols and incident response planning to protect business continuity.

Compliance certification gaps present substantial procurement complexity. The absence of SOC 2, ISO 27001, and GDPR compliance certifications will necessitate additional due diligence efforts, extended vendor assessment timelines, and potentially more restrictive contract terms to ensure regulatory compliance. For enterprise procurement, this translates to increased legal review costs and longer implementation cycles.

The incomplete security assessment across multiple dimensions creates information asymmetry that complicates risk evaluation. Key areas including data protection, compliance frameworks, and application security lack sufficient transparency for comprehensive business risk assessment. This requires additional vendor questionnaires, security audits, and potentially third-party security assessments before finalizing procurement decisions.

However, the strong identity and access management foundation suggests the vendor maintains basic security hygiene for user authentication and authorization controls. This reduces immediate operational risk for standard business use cases, though enhanced monitoring remains prudent.

Recommend approval with enhanced vendor monitoring. Require comprehensive security documentation, incident response procedures, and regular security posture reviews. Implement compensating controls including data classification protocols and backup vendor identification to mitigate operational continuity risks.

CTO/Developer

From a technical integration perspective, Proposify demonstrates solid foundational capabilities with strong identity management, though significant gaps in API security and developer tooling present moderate integration risks that require careful architectural planning.

Technical Assessment

The platform's robust identity and access management infrastructure (80/100) indicates mature authentication mechanisms and user provisioning capabilities, which reduces integration complexity for enterprise SSO deployments. This strength suggests well-designed OAuth 2.0 flows and SAML federation support that will integrate cleanly with existing identity providers.

However, the complete absence of documented API security controls represents a critical technical concern. Without visibility into rate limiting, API versioning strategies, or security headers implementation, integration teams face uncertainty about production stability and performance characteristics. This gap forces additional security middleware development and increases the technical debt burden on development teams.

The lack of comprehensive security documentation across encryption standards, compliance frameworks, and infrastructure architecture creates significant integration planning challenges. Development teams cannot effectively assess data flow security, backup recovery procedures, or disaster recovery capabilities without this foundational technical documentation. This opacity increases both initial integration complexity and ongoing operational overhead.

The documented breach history, while lacking severity details, indicates potential vulnerabilities in the underlying technical architecture that could impact integrated systems. This raises concerns about incident response procedures and the vendor's ability to maintain secure API endpoints under attack conditions.

CTO Recommendation

Approve for integration with enhanced security monitoring and mandatory API gateway implementation. Require detailed API security documentation review before production deployment, implement additional rate limiting controls, and establish dedicated security monitoring for all API interactions until vendor transparency improves.

Legal/Compliance

From a legal and compliance perspective, Proposify presents moderate compliance risk requiring enhanced due diligence and contractual protections. While the platform demonstrates some security controls, significant gaps in regulatory certifications and data protection frameworks create elevated liability exposure for enterprise deployment.

The most concerning legal risk is the complete absence of core regulatory certifications. Without SOC 2 Type II certification, the organization cannot demonstrate adequate internal controls over financial reporting if Proposify processes any financial data. The lack of ISO 27001 certification indicates insufficient information security management systems that could violate our vendor risk management policies. Most critically, the absence of GDPR compliance certification creates direct regulatory risk for any EU data processing, potentially exposing the organization to fines up to 4% of annual revenue under GDPR Article 83.

The platform's breach history compounds these compliance concerns significantly. Known security incidents without transparent disclosure violate typical vendor transparency requirements and suggest inadequate incident response procedures. This creates potential liability under state breach notification laws and could impact our own regulatory reporting obligations. From a contractual perspective, the vendor's pricing opacity (" Contact for pricing") typically correlates with less standardized data processing agreements and weaker liability protections.

The limited security assessment scope raises additional concerns about comprehensive risk evaluation. Enterprise due diligence requires visibility into encryption practices, network security controls, and third-party risk management - areas where current assessment data is insufficient for informed legal decision-making.

Legal recommendation: Conditional approval requiring enhanced Data Processing Agreement with specific GDPR compliance warranties, mandatory SOC 2 certification within 12 months, detailed breach notification procedures, and expanded audit rights. Additionally, require cyber liability insurance verification and indemnification coverage for regulatory penalties. Without these contractual protections, deployment risk exceeds acceptable compliance thresholds for enterprise use.