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Proposify Blog

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Tools 13 min read October 07, 2024

How Proposal Automation Can Streamline Your Sales Process How is your sales team creating and sharing proposals right now? Word documents? PDFs? That probably means they're creating every new proposal from …

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Tools 5 min read September 26, 2024

New! Proposify Automations The whole point of Proposify is to help you save time, increase efficiency, and close deals faster. It’s what gets us up in the morning and, …

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Proposals 6 min read August 27, 2024

Top 6 Conga Composer Competitors When you have a broad, customizable product line, being able to provide accurate quotes to prospects is critical. The process can be made easier and …

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Proposals 7 min read August 21, 2024

How to Shorten Your Sales Cycle with Proposal Software If you've noticed your team's sales cycles are longer than you'd like, it may be time to evaluate how they're creating proposals and leveraging …

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Proposals 5 min read August 02, 2024

How to Leverage Proposal Analytics to Tailor Your Follow-Up Emails Understanding how prospects engage with proposals allows your sales team to craft follow-up emails that address prospects' specific interests and …

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Proposals 6 min read July 28, 2024

The Hidden Costs of Manual Proposal Processes Relying on a manual proposal process may seem cost-effective at first glance, but it can lead to significant hidden costs. From hours spent on …

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Proposals 6 min read July 23, 2024

How to Maintain Brand Consistency in Customized Proposals Maintaining brand consistency in proposals can be tricky. Often, in the rush to tailor proposals to specific prospects and get them sent out before …

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Tools 7 min read July 12, 2024

8 Long Sales Cycle Causes and How to Overcome Them Few things can kill a deal faster than an unnecessarily long sales cycle. Sometimes even things that seem out of your team's control can be …

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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.

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