Unlimited templates
All accounts allow unlimited templates.
Content library
Create and share templates, sections, and images that can be pulled into documents.
Embed images & videos
Images can be uploaded directly, videos can be embedded from external sources like YouTube, Vidyard, and Wistia
Custom domain
You can map your domain so prospects visit something like proposals.yourdomain.com and don't see "proposify" in the URL
Online signatures
All plans allow you to get documents legally e-signed
Interactive quoting
Allow prospects to alter the quantity or optional add-ons
Client input forms
Capture information from prospects by adding form inputs to your documents.
Notifications & metrics
Get notified by email and see when prospects are viewing your document.
PDF export
Generate a PDF from any document that matches the digital version.
Reports
Get a full exportable table of all your documents with filtering.
Payments
Connect your Stripe account and get paid in full or partially when your proposal gets signed.
Automations
Set up automations using pre-built connectors or customize using the workflow builder
Custom fields & variables
Create your own fields you can use internally that get replaced in custom variables within a document.
Integrations
All integrations except for Salesforce.
Auto reminders
You can automatically remind prospects who haven't yet opened your document in daily intervals.
Roles & permissions
Lock down what users can and can't do by role. Pages and individual page elements can be locked.
Approval workflows
Create conditions that if met will trigger an approval from a manager (by deal size and discount size).
Salesforce integration
Use our managed package and optionally SSO so reps work right within Salesforce
Single sign-on (SSO)
Our SSO works with identity providers like Salesforce, Okta, and Azure
Workspaces
Great for multi-unit businesses like franchises. Enables businesses to have completely separate instances that admins can manage.
Email & chat support
Our team is here to provide their fabulous support Monday - Thursday 8 AM - 8 PM EST and on Fridays 8 AM - 4 PM EST.
Phone & Zoom support
Sometimes the written word isn't enough and our team will hop on a call to show you how to accomplish something in Proposify.
Success manager
Your own dedicated CSM who will onboard you and meet with you periodically to ensure you're getting maximum value from Proposify.
Onboarding services
We'll design your custom template that is built with Proposify best-practices and train your team on your desired workflow.
Premium integration support
Our team of experts can perform advanced troubleshooting and even set up zaps and automations to get the job done.
