Proposify

What is Proposify?

Proposify helps modern sales teams create, send, track, and e-sign winning proposals, contracts, and agreements.

Proposify is the online proposal software that helps modern sales teams create, send, track, and e-sign winning proposals, contracts, and agreements.

Proposify reduces friction in your proposal workflow making it easier for your sales reps to quickly create professional-looking proposals that impress prospects and close deals.

Create on-brand templates that sales reps can reuse so they don’t need to reinvent the wheel for every deal. Store all your approved proposal content in one location so snapping together a proposal takes minutes, not hours. And with our integration with all your fave apps, your reps can create proposals, contracts, and agreements without ever leaving the CRM.

Our Salesforce integration lets your rep create proposals, contracts, and agreements right in the CRM, and keep their data in sync.

Impress prospects with a buyer experience that includes interactive pricing, videos, and live chat.

Client viewing metrics let you know the moment a prospect opens the proposal, which sections they view and for how long, and - most importantly - the second they (e)sign on the dotted line. You may not actually be a mind reader, but with Proposify, you'll feel like one.

Plus get faster sign-off and make it easier for prospects to buy with our legally binding electronic signature tool and order forms.

We’ve revolutionized the proposals process so your reps can spend less time on manual tasks and more time doing what they do best: selling.

But Proposify doesn't just save time; with assignable roles, permissions, and workspaces, you can manage the access each sales rep has. From the kind of content they can use and editing the design, all the way through to sending a proposal, you'll have full brand control and peace of mind without bottlenecking the process. Finally, a solution that makes both Sales AND Marketing happy.

If you're ready to give your sales team the competitive edge, visit our website.



Proposify Awards


Proposify currently scores 93/100 (Top 3 in Proposal Management) in the Proposal Management category. This is based on user satisfaction (94/100), press buzz (44/100), recent user trends (falling), and other relevant information on Proposify gathered from around the web.

The score for this software has improved over the past month. What is this?
  • Proposify
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Proposify Product Overview

  • Templates

  • E-Signatures

  • Notifications

  • Content Library

  • Payment Integration

  • Interactive Quoting

  • Reminder Emails

  • Document Tracking

  • Metrics


Languages Supported: English, Danish, Dutch, Finnish, French, German, Greek, Hindi, Italian, Norwegian, Polish, Portuguese, Russian, Spanish, Swedish

Proposal Management Software Buyer Guide 2021

Product recommendations, vendor rankings, market overview and tips on how to select Proposal Management software for business. Published in November 2021.

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...

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Proposify Features

  • 2-Factor Authentication
  • API
  • Audience Targeting
  • Calendar Management
  • Contact Management
  • Contact Sharing
  • Conversion Tracking
  • CRM Integration
  • Customer Management
  • Dashboard
  • Data Export
  • Data Import
  • Data Visualization
  • Document Comparison
  • Email Integration
  • Expense Tracking
  • External Integrations
  • File Sharing
  • File Transfer
  • Google Apps Integration
  • Inventory Tracking
  • Lead Management
  • Lead Scoring
  • Marketing Automation
  • Multi-Currency
  • Multi-User
  • Notifications
  • Project Management
  • Scheduling
  • Supplier Management
  • Third-Party Plugins/Add-Ons
  • Electronic Signature
  • Configuration Rules
  • Database
  • Guided Selling
  • Estimates / Quotes
  • Product Catalog
  • Pricing
  • Sales Motivator
  • Order management
  • Automated Conversion
  • File Format Conversion
  • Template Designer
  • PDF Export
  • Offline Access
Proposify Pricing

Proposify Pricing Plans

Proposify Free

Free
  • 5 Active Documents
  • 1 User
  • Interactive Quoting
  • Notifications
  • Content Library
  • Proposal Analytics
  • Electronic Signatures
  • Stripe Payments

Proposify Free

Free
  • 5 Active Documents
  • 1 User
  • Interactive Quoting
  • Notifications
  • Content Library
  • Proposal Analytics
  • Electronic Signatures
  • Stripe Payments

Team Plan

$49.00
Billed annually or quarterly.
  • Unlimited Documents
  • Standard Integrations
  • Custom Fields & Variables
  • Client Input Forms
  • PDF Downloads
  • White Labelling
  • Chat Support

Team Plan

$49.00
Billed quarterly or annually
  • Unlimited Documents
  • Standard Integrations
  • Custom Fields & Variables
  • Client Input Forms
  • PDF Downloads
  • White Labelling
  • Chat Support

Business Plan

$540.00
Billed annually.
  • 10+ Users
  • Salesforce Integration
  • Approval Workflow
  • User Roles & Permissions
  • Unassigned Signatures
  • Premium Support
  • Onboarding Services

Credit card required: No

Proposify FAQs

What is Proposify generally used for?

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 prospects' hands faster, and close more deals.

Does Proposify offer guides, tutorials and or customer support?

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 [email protected]

Does Proposify integrate with any other apps?

  • Salesforce
  • Hubspot
  • Drift
  • Infusionsoft
  • Pipedrive
  • Insightly
  • Zoho
  • Highrise
  • Quickbooks
  • Xero
  • Freshbooks
  • Podio
  • Harvest
  • Basecamp
  • Zapier
  • Stripe
  • Olark

Who are the main user groups of Proposify?

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.

What are some applications Proposify is commonly used in tandem with?

Yes, Proposify is commonly used alongside CRMs, accounting software, project management software, chat software, and billing software. For more information check out our integrations.

Does Proposify offer an API?

Yes

Does Proposify offer multi-user capability (e.g. teams)?

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.

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