How Proposify Removed the Barriers to this Consulting Firm’s Growth

Brian Fairchild, Senior Director of Sales and Sales Operations
Brian Fairchild Senior Director of Sales and Sales Operations

Industry

Training and Consulting

Role

Sales

Features

Proposal Management

Seraph Team

About Seraph

Seraph is an international consulting firm that specializes in operational excellence for manufacturers and industrial companies, working with both Fortune 500 global giants and innovative startups. As Seraph’s client base has grown, they found themselves in need of a better, faster way to manage proposals—something that could keep up with their expanding demands.

“We were putting together proposals in basic Word documents, literally piecing everything together. Whether it was legal language, specific service descriptions, or pricing details, we’d have to pull from different places. It could take us days—sometimes even a week—to get a proposal out. We’d have clients coming to us in a time of crisis, needing fast solutions. Taking a week to respond just wasn’t going to cut it.”

Challenges

Seraph’s proposal process was becoming a bottleneck to their growth. Brian Fairchild, Senior Director of Sales and Sales Operations, explains,

“We were putting together proposals in basic Word documents, literally piecing everything together. Whether it was legal language, specific service descriptions, or pricing details, we’d have to pull from different places. It could take us days—sometimes even a week—to get a proposal out.”

For Seraph, these delays weren’t sustainable, especially given the urgency of their clients’ needs. “We’d have clients coming to us in a time of crisis, needing fast solutions,” Brian adds. “Taking a week to respond just wasn’t going to cut it.”

They knew they needed to find a better way to manage, create, and deliver proposals.

team with brian

Finding a Solution

To start the search, Brian and his team outlined what they needed in a proposal software solution. “First and foremost, we needed templates that we could build once and reuse,” he says. “But we also needed flexibility. Each proposal is a little different, so we wanted something customizable. And we wanted it to integrate with HubSpot, our CRM, to help us track proposals without manually updating records.”

After reviewing several proposal software options, Seraph evaluated each one against their needs. “We looked at a few tools,” Brian shares, “but many of them either lacked the template capabilities we needed or didn’t have the integration with HubSpot. Then we found Proposify, which checked all the boxes. We could set up reusable templates, track proposals directly through HubSpot, and even have our legal language embedded, which was a game-changer for us.”

Beyond the functionality, Proposify’s ease of use for non-designers was another big draw for the Seraph team. “I didn’t want to hand my team something complex,” Brian says. “Proposify allowed us to quickly make a proposal look polished and professional, but without all the fuss. It’s a powerful tool, but it’s also intuitive and user-friendly, which is key for our field teams who need to create proposals quickly.”

Once they saw how Proposify could bring all these features together, the decision was clear. “We knew right away that Proposify was the right fit,” Brian recalls. “Not only did it have all the functionality we needed, but it also had room to grow with us. And when we learned that Proposify’s support team would help us set everything up and work through any initial issues, that made the transition even easier.”

“Proposify allowed us to quickly make a proposal look polished and professional, but without all the fuss. It’s a powerful tool, but it’s also intuitive and user-friendly, which is key for our field teams who need to create proposals quickly.”

Benefits

Faster Proposal Turnaround

With Proposify’s template-based approach, Seraph can now create proposals in record time. Brian shares, “Just the other day, I got a call from one of our teams on the ground. They needed a proposal immediately. I opened my computer, clicked a couple of buttons, made a few adjustments, and within 10 minutes, the proposal was ready for the client to review. That kind of speed just wasn’t possible before.”

Streamlined Content Management  

One of Proposify’s biggest advantages for Seraph has been the ability to store all their frequently-used content—everything from legal terms to service descriptions—right in the platform. “We use Proposify to build templates with all our base information, so 80% of a proposal is ready to go,” says Brian. “We just need to make small tweaks. And the best part is that we can pull in snippets for specific roles or services as needed.”

Fewer Errors with Document Control  

Proposify also helped Seraph tackle another big issue: accuracy. “Before Proposify, we were copying and pasting between documents, and mistakes would happen—client names would get mixed up, terms would be missing, you name it,” Brian admits. “Proposify’s document control features keep certain parts of our proposals locked down, so only authorized team members can make changes. It’s been a huge help in maintaining consistency and professionalism.”

Enhanced Visibility into Deals + CRM Integration

With Proposify integrated with HubSpot, Seraph’s sales team has full visibility into where each proposal stands. “We can see exactly when someone opens the proposal, and we get notified immediately,” Brian explains. “That’s incredibly valuable for tracking where a prospect is in their decision-making process.”

Stronger Brand Presentation

Proposify also allows Seraph to present their brand in a professional, visually appealing way. “We’ve been able to create proposals that not only communicate the details but also reflect who we are as a brand,” says Brian. “It’s not just a document—it’s a full experience for our clients, right down to the custom backgrounds and layout.”

“We can create proposals in minutes, not days, and with the CRM integration, we have full visibility into each proposal’s status. Proposify has been a true asset to our business, helping us stay responsive and professional as we scale.”

The Results

Since implementing Proposify, Seraph has seen remarkable improvements in efficiency and client satisfaction. “We’re sending out more proposals than ever before,” Brian shares. “Even if our close rate hasn’t changed dramatically, the sheer volume has gone up, which is a win in itself. And clients have noticed the difference—they appreciate that we can turn things around quickly, especially when they’re in a tough spot.”

And it’s not just speed that’s improved; Proposify has helped Seraph create a smoother, more polished proposal experience. Brian recalls, “I’ve had clients comment on how seamless the process is now, especially with e-signatures. For some, we still have to work with traditional signatures, but having both options available shows that we’re flexible and responsive to their needs.”

“If you’re dealing with slow, manual proposal processes, Proposify is a game-changer. It’s allowed us to keep our team focused on what they do best—helping clients solve problems—rather than getting bogged down in document creation. Ultimately, it’s all about efficiency. Our time and money are better spent where we can make the most impact, and Proposify has given us that freedom.”

Seraph Proposal Template

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