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State of Proposals 2024 Report
We’ve dug deep into our data and extracted the information that sales and marketing leaders can use to make their proposals better and boost their business.
We don't need to remind everyone it's a challenging time for business. We're all hustling to maintain momentum and morale. That's why the news from G2 that Proposify ranked on four of their Best Software Companies 2020 lists is not only exciting, it's a lift to spirits we all needed.
Proposify ranked in the following categories:
⭐️ Top 50 SMB Products ranking at #3
⭐️ Top 50 Products for Sales ranking at #6
⭐️ Top 50 Highest Satisfaction ranking at #19
⭐️ Top 100 Best Software Products (out of ALL software) ranking at #26
G2’s Best Software Awards rank the world’s best software companies and products based on data from over 1M authentic, verified customer reviews. These reviews were written and published between January 1, 2019 - March 3, 2020. Each review was vetted by a real person to ensure legitimacy and spanned across 77,381 software products.
What makes ranking on G2’s list extra special is that it’s like the People’s Choice Awards, but for tech companies. So it’s verified reviews from actual Proposify users, our awesome customers, that got us here. And that fact makes us so proud and so grateful.
“On behalf of our amazing behind-the-scenes team, I want to say thank you to all Proposify users for including us in their tech stack and for their incredible and encouraging reviews on G2,” says Proposify CEO Kyle Racki. “We’re focused on being leaders in the online proposal software category and we couldn't do it without you.”
Director of Communications @proposify. Channeling Maria Von Trapp, Queen Elizabeth II, and my taxi-driving, yard-sale-obsessed grandmother. Professional word nerd and unapologetic disciple of the Oxford comma. Connect on LinkedIn
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Brand customization |
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Unlimited templates
All accounts allow unlimited templates. |
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Content library
Create and share templates, sections, and images that can be pulled into documents. |
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Embed images & videos
Images can be uploaded directly, videos can be embedded from external sources like YouTube, Vidyard, and Wistia |
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Custom domain
You can map your domain so prospects visit something like proposals.yourdomain.com and don't see "proposify" in the URL |
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Content authoring |
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Online signatures
All plans allow you to get documents legally e-signed |
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Interactive quoting
Allow prospects to alter the quantity or optional add-ons |
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Client input forms
Capture information from prospects by adding form inputs to your documents. |
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Document Sends
You can create unlimited documents but some plans limit how many you can send per month. |
5 sends per month |
Unlimited sending |
Unlimited sending |
Visibility |
Basic | Team | Business |
Notifications & metrics
Get notified by email and see when prospects are viewing your document. |
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PDF export
Generate a PDF from any document that matches the digital version. |
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Reports
Get a full exportable table of all your documents with filtering. |
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Process & control |
Basic | Team | Business |
Payments
Connect your Stripe account and get paid in full or partially when your proposal gets signed. |
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Automations
Set up automations using pre-built connectors or customize using the workflow builder |
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Custom fields & variables
Create your own fields you can use internally that get replaced in custom variables within a document. |
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Integrations
All integrations except for Salesforce. |
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Auto reminders
You can automatically remind prospects who haven't yet opened your document in daily intervals. |
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Roles & permissions
Lock down what users can and can't do by role. Pages and individual page elements can be locked. |
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Approval workflows
Create conditions that if met will trigger an approval from a manager (by deal size and discount size). |
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Salesforce integration
Use our managed package and optionally SSO so reps work right within Salesforce |
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Single sign-on (SSO)
Our SSO works with identity providers like Salesforce, Okta, and Azure |
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Workspaces
Great for multi-unit businesses like franchises. Enables businesses to have completely separate instances that admins can manage. |
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API Access
Integrate with external systems, or enhance customization, our API provides the tools you need to succeed. |
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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. |
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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. |
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Success manager
Your own dedicated CSM who will onboard you and meet with you periodically to ensure you're getting maximum value from Proposify. |
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Premium integration support
Our team of experts can perform advanced troubleshooting and even set up zaps and automations to get the job done. |