Proposify puts you in control of your sales process, from deal design to sign-off. It helps users gain visibility, confidence, and flexibility to close more deals. While the mobile app is not ideal for creating proposals, Proposify remains fast, user-friendly, and perfect for winning business.

Proposify Specifications

Document Management

Collaboration Tools

E-signature Capabilities

What Is Proposify?

Proposify is an online proposal software that helps sales leaders manage sales document processes and boost close rates. It allows users to easily create, send, track, and close quotes, contracts, and proposals. The platform ensures brand-consistent, error-free documents and provides valuable insights for timely follow-ups. Proposify software also enables comparison of sales strategies for performance improvement, process scaling, and accurate forecasting while offering a seamless, professional signing experience for all parties involved.

Proposify Pricing

The Proposify price ranges in the following plans:

  • Basic: $29/month
  • Team: $49/month
  • Business: $65/month
Get a detailed analysis of the Proposify cost models to select the one that meets your organization's objectives.

Disclaimer: The pricing is subject to changes.

Proposify Integrations

Proposify supports integrations with multiple third-party applications, including:

Schedule a free Proposify demo to learn more about its integrations.

Who Is Proposify For?

Proposify helps sales, marketing, and IT/operations teams manage sales operations across various industries, some of which include:

  • Agencies and consulting
  • IT and software
  • Landscaping and janitorial
  • Construction and restoration

Is Proposify Right For You?

Proposify is a considerable choice for teams seeking streamlined proposal management. With customizable templates, seamless integrations, and detailed analytics, it simplifies the creation, tracking, and signing of proposals. The platform offers error-free, professional documents, enhances collaboration, and offers valuable insights to boost sales performance and close deals faster.

Are you still unsure about Proposify? Contact us at (661) 384-7070 and get expert assistance from our team regarding any further queries.

Proposify Features

Proposify streamlines proposal creation to closing, offering customizable templates, a content library for consistency, and permission controls for asset management. Its reporting feature provides insights into pipeline activity, optimizing team performance and proposal outcomes.

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The software enhances quotes with interactive features, allowing prospects to adjust real-time quantities and pricing. The platform's Pricing Library ensures accurate, up-to-date information, preventing errors and enabling reps to create consistent, professional proposals efficiently.

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Proposify streamlines contract creation with customizable templates and a structured approval process. The feature allows teams to collaborate through comments, ensuring quick revisions, reducing errors, and accelerating contract finalization while maintaining control over document access.

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The e-signature feature enables fast, secure, and legally binding document signing from any device worldwide. Its automated reminders keep the process on track while robust security protocols protect client data, ensuring compliance with global e-signature laws.

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Proposify integrates with CRMs like Salesforce and HubSpot to streamline proposals and monitor engagement. Payment requests can be processed through Stripe, supporting global transactions. Similarly, the platform's API enables customized integrations to enhance workflow efficiency.

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Pros and Cons of Proposify

Pros

  • Quick and easy to use
  • Ensures consistency in changing business environments
  • Streamlines quotes, contracts, and proposals
  • Supports remote collaboration

Cons

  • Software updates can cause temporary slowdowns
  • The mobile app is not ideal for creating proposals
  • Page builder can be difficult to use

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Frequently Asked Questions

Proposify supports integrations with several third-party applications, such as ActiveCampaign, Agile CRM, Aspire, HubSpot, Insightly, Mailchimp, Nimble, Nutshell CRM, Pipedrive, Salesforce, and Zoho.