"Proposify is business proposal software that streamlines the creation of quotes, contracts, and sales documents. Impress clients with beautiful proposals and close more deals."
Proposify is the proposal tool of choice for sale managers and entrepreneurs because we understand sales. We get the challenges of growing a business. Every feature is designed to get you one step closer to client sign-off.
Integrations with the top CRM, accounting, and project management software solutions including Salesforce, HubSpot, Quickbooks Xero, and Basecamp. Improve your efficiency by importing contacts, linking deals, creating projects, and generating invoices.
Robust templates and our content library keeps everything (all your sections, case studies, bios, fees, and images) organized in one place to make it faster for your entire team to find and reuse proposal content.
Embed videos right within your proposals, giving you the edge over that flat, one-dimensional document from your competition.
Robust quoting and interactive fee tables let your clients pick the fees and services they need.
Online signatures let clients sign your proposal right away, right in the browser. You can add as many signature lines as you like, for your client and your team. Each signature is also legally binding to protect everyone’s best interests.
Request a payment from your clients right in the proposal with our Stripe integration, so you can get paid as soon as they sign off.
Schedule friendly, automated reminder emails to go out to your customers who haven't viewed your proposal after a certain amount of time.
Notifications let you know as soon as your client opens your email, clicks the proposal link, comments on anything, and (most importantly!) accepts your proposal.
Track your documents and proposals to discover juicy details about how your client interacts with them. We tell you which sections they looked at and for how long, plus the amount of time they spent viewing the proposal overall. This valuable insight into what makes a successful proposal can help you improve your proposal game.
Product recommendations, vendor rankings, market overview and tips on how to select Proposal Management software for business. Published in March 2019.
These products help create, store and manage proposals quickly and in an organized way. Businesses that need to draft and design proposals on an ongoing basis can save time and effort by using proposal management software. Most products come with a drag-and...FREE DOWNLOAD Proposal-Management-Software-Buyer-Guide-2018.pdf
Proposify is business proposal software that streamlines the creation of quotes, contracts, and other sales documents, allowing sales professionals to get beautiful documents in their clients hands faster, and close more deals.
Yes. For customer support you can view our Knowledge Base of helpful articles, or write into support using the widget in the bottom right corner of your screen when you are logged in, or writing to us at firstname.lastname@example.org
Proposify is designed for sales teams who deal with one-to-one personalized sales. Creating beautiful sales documents like proposals, agreements, quotes, and contracts doesn't need to be that hard, and doesn't need to take that long. Proposify is here to help.
Yes, Proposify is commonly used alongside CRMs, accounting software, project management software, chat software, and billing software. For more information check out our integrations.
Yes, Proposify has a feature called Workspaces.
Workspaces (AKA Teams) acts as a "sub account" within your Proposify account. It allows you to create a separate entity within your account that has separate branding features. It's a great way to separate sales teams within your organization, include a separate business in the same account, or manage your franchises.