Want help from the experts?
We offer bespoke training and custom template design to get you up and running faster.
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.
One of our product experts will show you a customized demo. Please fill out this form to get a demo of Proposify in action.
We offer demos to businesses with 3 or more sales reps who send proposals each month. Smaller businesses can start a free trial.
One of our business development reps will talk to you briefly to set you up with a demo.
One of our account executives will give you a tailored demo based on your exact pain points.
All accounts allow unlimited templates.
Create and share templates, sections, and images that can be pulled into documents.
Images can be uploaded directly, videos can be embedded from external sources like YouTube, Vidyard, and Wistia
You can map your domain so prospects visit something like proposals.yourdomain.com and don't see "proposify" in the URL
All plans allow you to get documents legally e-signed
Allow prospects to alter the quantity or optional add-ons
Capture information from prospects by adding form inputs to your documents.
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
Get notified by email and see when prospects are viewing your document.
Generate a PDF from any document that matches the digital version.
Get a full exportable table of all your documents with filtering.
Connect your Stripe account and get paid in full or partially when your proposal gets signed.
Set up automations using pre-built connectors or customize using the workflow builder
Create your own fields you can use internally that get replaced in custom variables within a document.
All integrations except for Salesforce.
You can automatically remind prospects who haven't yet opened your document in daily intervals.
Lock down what users can and can't do by role. Pages and individual page elements can be locked.
Create conditions that if met will trigger an approval from a manager (by deal size and discount size).
Use our managed package and optionally SSO so reps work right within Salesforce
Our SSO works with identity providers like Salesforce, Okta, and Azure
Great for multi-unit businesses like franchises. Enables businesses to have completely separate instances that admins can manage.
Integrate with external systems, or enhance customization, our API provides the tools you need to succeed.
Our team is here to provide their fabulous support Monday - Thursday 8 AM - 8 PM EST and on Fridays 8 AM - 4 PM EST.
Sometimes the written word isn't enough and our team will hop on a call to show you how to accomplish something in Proposify.
Your own dedicated CSM who will onboard you and meet with you periodically to ensure you're getting maximum value from Proposify.
Our team of experts can perform advanced troubleshooting and even set up zaps and automations to get the job done.
