Product

1 min read

Proposify Successfully Completes SOC 2 Type 1 Examination

September 8, 2020

We’re pleased to announce Proposify’s successful completion of the 2020 System and Organizational Controls (SOC) 2® Type 1 examination in consultation with 360 Advanced, a professional and independent third-party audit firm.

“We take the protection of the data and documents of our customers and others who interact with our software very seriously,” said Kyle Racki, CEO of Proposify. “Our team has always been dedicated to data security through continuous compliance efforts and 24/7 system monitoring. That’s why we worked with 360 Advanced: to ensure that we meet and exceed industry standards.”

The examination complemented our other long-term compliance initiatives. Proposify has remained compliant with the UETA (1999), the ESIGN Act (2000), and eIDAS (eIDAS Regulation 910/2014/EC) since our electronic signatures feature was released more than six years ago. We have also remained GDPR compliant since 2018.

Proposify was audited against the AICPA Trust Services Criteria for Security, Availability, and Confidentiality. The SOC 2 Type 1 examination provided assurance that our controls were designed and placed into operation as of a point in time.

Find out more about Proposify’s commitment to security.

Mel Hawkes

Subscribe via Email

Product 1 min read September 20, 2021

Proposify takes security compliance to the next level with SOC2 Type… Proposify has successfully completed the 2021 System and Organizational Controls (SOC) 2® Type 2 examination as recognized by accredited audit firm …

Read Post

Business 1 min read April 20, 2020

Proposify Earns Coveted Spots on G2 Best Software Lists 2020 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 …

Read Post

	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.

Subscribe via Email

Related Posts

Basic

Team

Business

Brand customization

Content authoring

Visibility

Process & control

Success

Subscribe via email