About Proposify
Proposify is a proposal software from Proposify Inc that maximizes efficiency in the proposal process. It provides proposals, quotes, and eSignatures so teams can close deals faster. The software is designed for busy teams, helping them create professional, branded proposals in minutes. With real-time insights, users can track engagement and make informed decisions to accelerate their pipeline. Proposify supports various industries including consulting, landscaping, janitorial, and construction. Key capabilities: proposals quotes eSignatures contracts tracking Best for: teams and businesses that need efficient proposal management to improve their close rates.
Proposify is a cloud-based proposal software that empowers sales and marketing teams to streamline and automate the creation, approval, and signing of sales documents. The platform is known for helping users close deals faster with visually striking, customizable templates and real-time tracking tools. Its drag-and-drop interface makes it accessible for non-designers, and templates help maintain brand consistency across proposals. Proposify seamlessly integrates with over 47 third-party tools, including major CRM and productivity platforms like Salesforce, HubSpot, Zoho, Stripe, Zapier, and Xero. It’s compatible across all devices via browser and supports mobile usage for proposals on the go. Features like e-signatures, interactive quotes, and contract management ensure efficient document handling from creation to close. The software offers detailed analytics, giving teams insights into prospect engagement, helping improve follow-ups and reduce friction in the sales cycle. With key features like CRM data syncing, customizable roles and permissions, auto reminders, and content libraries, Proposify enhances workflow and consistency across teams.
Pros & Cons
- +Excellent customer support – Responsive and helpful assistance.
- +Professional-looking proposals – Visually impressive templates and design options.
- +Digital signature feature – Allows easy signing of proposals.
- +Improved conversion rates – Users report better deal closing rates.
- +User-friendly once familiar – Some users grew to love it after initial hesitation.
- +Good for both individuals and teams – Versatile for various business sizes.
- −Frequent bugs and crashes – Reported issues with software stability.
- −Limited search functionality – Trouble searching contacts effectively.
- −Duplicate email issues – Can't add contacts with the same email.
- −Missing subtotal feature – Lacks some expected pricing elements.
- −Slow or unstable performance – Occasional lag or responsiveness issues.
Features
Key features
- Interactive Quotes – Users can create dynamic quotes that clients can adjust and approve in real-time.
- Document Automation – Streamlines content creation with templates, variables, and CRM data pull.
- Contract Management – Easily manage contracts with markup and signing tools.
- E-Signatures – Clients can securely sign documents from any device.
- Proposal Analytics – Track time spent on each section to optimize follow-ups.
- CRM Integration – Syncs with platforms like Salesforce and HubSpot to pull accurate data.
- Content Library – Stores approved content and media assets for reuse.
Additional features
- Custom Templates – Branded and customizable templates for consistency.
- Real-Time Collaboration – Team collaboration features to edit and approve proposals.
- Role-Based Permissions – Control access levels across team members.
- Auto Reminders – Remind prospects about unsigned proposals automatically.
- Single Sign-On (SSO) – Secure, simplified login experience.
- Multiple Workspaces – Manage documents across teams or departments.
- API Access – Seamless integration with other platforms.
- Mobile Accessibility – View and sign documents from mobile devices.
- Analytics Dashboard – Visual data on deal progress and proposal success.
- Payment Collection – Integrated payment systems to collect funds post-signature
Pricing
Monthly plans
Basic
USD 19
Team
USD 41
Business
USD 65
Countries & Languages
Interface languages
Billing currencies
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About Proposify
Proposify is a proposal software from Proposify Inc that maximizes efficiency in the proposal process. It provides proposals, quotes, and eSignatures so teams can close deals faster. The software is designed for busy teams, helping them create professional, branded proposals in minutes. With real-time insights, users can track engagement and make informed decisions to accelerate their pipeline. Proposify supports various industries including consulting, landscaping, janitorial, and construction. Key capabilities: proposals quotes eSignatures contracts tracking Best for: teams and businesses that need efficient proposal management to improve their close rates.
Proposify Details
Proposify's In-App Market Place
Does Proposify have an in-app market place?
Yes
How many Mini-Apps in the marketplace?
1
Mini Apps
NA
Pricing Options
Plans
Monthly plans
Basic
USD 19
Team
USD 41
Business
USD 65
Accepted Payment Currencies
USD ($), EUR (€), GBP (£), AUD (A$), CAD (C$), CHF (CHF), JPY (¥), CNY (¥), SGD (S$), INR (₹)
Pros & Cons
- Excellent customer support – Responsive and helpful assistance.
- Professional-looking proposals – Visually impressive templates and design options.
- Digital signature feature – Allows easy signing of proposals.
- Improved conversion rates – Users report better deal closing rates.
- User-friendly once familiar – Some users grew to love it after initial hesitation.
- Good for both individuals and teams – Versatile for various business sizes.
- Frequent bugs and crashes – Reported issues with software stability.
- Limited search functionality – Trouble searching contacts effectively.
- Duplicate email issues – Can't add contacts with the same email.
- Missing subtotal feature – Lacks some expected pricing elements.
- Slow or unstable performance – Occasional lag or responsiveness issues.
Proposify's Support Options
Proposify's Alternatives
Cone Proposal-to-Payment
Cone Proposal-to-Payment is a modern proposal automation platform designed primarily for accounting firms, bookkeepers, agencies,…
Perfect Event Proposals
well-suited Event Proposals is a proposal management software from well-suited Event Proposals - Curate Solutions…
Proposalways
Proposalways is a proposal software from Proposify that provides tools for efficient proposal management. It…