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Team Proposify

Team Proposify is all about making every deal a closed deal. We create killer content to help you revolutionize your closing process. We like to drink lots of coffee (it is for closers, after all!) build cool new features, and save the world, one electronic signature at a time. Follow us @proposify

Recent Posts from Team Proposify

Tools 7 min read January 17, 2024

Top 5 Bottlenecks in Your B2B Franchisee Proposal Process and How to… Franchisees are on the frontline of your business.

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Sales 12 min read December 07, 2021

Year in Review: B2B Sales Trends 2021 Being successful in sales requires flexibility. Without a willingness to adapt to new trends, changing customer preferences, and growing markets, …

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Sales 1 min read November 09, 2021

The Hidden Benefits of Proposal Automation [Infographic] When it comes to proposals, it’s no secret that automation is the way of the future. Why spend time putting together docs manually when you can …

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Sales 13 min read October 26, 2021

How To Choose the Best Proposal Software Business proposals are your reps’ best, and sometimes final, chance to seal the deal. They help prospects see the value in your offering, explain why …

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Sales 11 min read August 24, 2021

How to Win at Event Sales in 2021 If this year has taught us anything, it’s that people are social. They need to be around other people. While Zoom happy hours and virtual coffee …

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Tools 9 min read August 17, 2021

10 Sales Closing Techniques to Help You Win More Business “Always be closing.”

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Tools 9 min read August 03, 2021

Why Every Sales Team Needs Proposal Management Software If you’re in any way involved in the sales process, you already know how big of a deal proposals are. They’re your best—if not your only—shot at …

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Tools 9 min read July 27, 2021

6 Ways to Stop Wasting Time and Start Increasing Sales Productivity As a sales rep, your work week is jam-packed with various sales activities. Finding time to prospect new leads, complete follow-up tasks, hit your …

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	Basic Start free trial	Team Start free trial	Business Book a demo
Brand customization
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
Content authoring	Basic	Team	Business
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.
Document Sends You can create unlimited documents but some plans limit how many you can send per month.	5 sends per month $1.99 per additional send	Unlimited sending	Unlimited sending
Visibility	Basic	Team	Business
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.
Process & control	Basic	Team	Business
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.
API Access Integrate with external systems, or enhance customization, our API provides the tools you need to succeed.
Success	Basic	Team	Business
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.
Premium integration support Our team of experts can perform advanced troubleshooting and even set up zaps and automations to get the job done.

Team Proposify

Recent Posts from Team Proposify

Don't waste another deal-breaking moment.Turn chaos into close.

Basic

Team

Business

Brand customization

Content authoring

Visibility

Process & control

Success

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Don't waste another deal-breaking moment.
Turn chaos into close.