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Proposify

Proposal software to streamline your sales process.

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Overview

Proposify is a tool designed to help sales teams create, send, track, and e-sign winning proposals, quotes, and contracts. It offers a high degree of control and visibility into the proposal process, from creation to closing. The platform includes features like a centralized content library, customizable templates, interactive pricing tables, and detailed analytics to understand how prospects interact with the proposals.

✨ Key Features

  • Content Management
  • Template Library
  • Electronic Signatures
  • Proposal Analytics
  • Interactive Quoting
  • Approval Workflows
  • Custom Fields
  • Multilingual Support

🎯 Key Differentiators

  • Focus on proposal design and branding
  • Interactive pricing tables
  • Detailed analytics on proposal engagement

Unique Value: Create beautiful, high-converting proposals that give you a competitive edge.

🎯 Use Cases (4)

Sales Proposals Quotes & Estimates Contracts & Agreements Statements of Work (SOWs)

✅ Best For

  • Improving sales team efficiency and close rates.
  • Standardizing proposal branding and content.
  • Gaining insights into prospect engagement with proposals.

💡 Check With Vendor

Verify these considerations match your specific requirements:

  • Complex, multi-stage RFP responses requiring extensive collaboration.
  • Businesses that do not require detailed proposals or contracts.

🏆 Alternatives

PandaDoc Better Proposals Qwilr

More focused on the proposal creation and design aspect compared to broader document management tools.

💻 Platforms

Web API

🔌 Integrations

Salesforce HubSpot Zoho CRM Pipedrive Stripe QuickBooks Zapier Slack

🛟 Support Options

  • ✓ Email Support
  • ✓ Live Chat
  • ✓ Phone Support
  • ✓ Dedicated Support (Business Plan tier)

🔒 Compliance & Security

✓ SOC 2 ✓ GDPR ✓ SSO ✓ SOC 2 Type II

💰 Pricing

$49.00/mo
Free Tier Available

✓ 14-day free trial

Free tier: 1 user, 5 active documents

Visit Proposify Website →