Eliminate manual entry forever.

Streamline your document workflows with Proposify’s powerful automation tools—set it up once and watch your efficiency skyrocket.

Craft your perfect workflow

Build complex automations effortlessly with our intuitive workflow builder. Trigger actions based on specific events, and customize each step to align perfectly with your business needs. Connect seamlessly to hundreds of third-party applications to keep all your tools in sync.

Integrate with the tools you love

Drive deal automation and efficiency by connecting your team’s proposals with Salesforce and HubSpot. Create, send, track, and close deals right from your CRM, operating from your single source of truth. Sync your contacts and use custom variables to pre-populate fields in your documents and never miss a detail.

See our full list of integrations

Drive faster decisions with automatic document expiry

Set the terms of your deals with confidence. Choose how long your documents remain valid, and once the time's up, they'll automatically archive, ensuring no outdated offers remain accessible. Keep your negotiations timely and secure.

My primary tool for proposals

Since 2019, I’ve been using Proposify almost daily, as it's my primary tool for proposals. I stay with it because of its clean platform, constantly updated functions, and great support. My success rate is over 95%, which I believe owes a lot to the flexibility and graphical tools that Proposify provides. Even though other proposal software vendors try to lure my business away, they can’t because Proposify still works best for me. Our proposals are often praised for their professionalism and this has frequently been a source of competitive advantage when we are up against others. When clients sign up, everything becomes even easier because now we can easily bill them using Xero through integration with Proposify.

Tiziana Lasco Sales Specialist

Approval Workflows that Eliminate Bottlenecks

Keep deals moving forward while ensuring accuracy with automated workflows customized to your sales process. Route proposal documents internally to the right people at the right time for additions and approvals so they can be sent off to prospects fast and error-free.

Follow-ups on auto pilot

Keep your deals moving forward with automatic follow-up reminders. Set your own timeline, and if your prospect hasn't opened the document within the specified days, we’ll send them a nudge. Plus, you’ll receive an alert the moment they open it, keeping you in the loop at every step.

Reduce Manual Work & Errors with Variable and Fields

Quickly auto-populate your sales documents with relevant prospect details by setting up custom fields and variables that pull in correct, up-to-date information directly from your CRM. Not only will every proposal feel personalized to the prospect, it reduces both the time sales reps have to spend as well as the potential for costly errors from manual entry.

Tailor Proposify to Your Needs with Custom API

Leverage our API to create custom integrations, ensuring Proposify works seamlessly with your existing software ecosystem.

See documentation

“Proposify allows us to create a proposal, submit it, and through the tracking, gauge which pages clients are looking at and how much time they're spending on each page. And not only that, but get notified when customers open our proposal and know what they are looking at in real-time. Before, our customers were viewing a simple PDF. Now, they are viewing an active web page that is able to transmit back the behaviours and metrics of that client or prospect.”

Sean Hassan President at JAN-PRO of Raleigh, NC

	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.

Eliminate manual entry forever.

Craft your perfect workflow

Integrate with the tools you love

Drive faster decisions with automatic document expiry

Approval Workflows that Eliminate Bottlenecks

Follow-ups on auto pilot

Reduce Manual Work & Errors with Variable and Fields

Tailor Proposify to Your Needs with Custom API

Focus on the close.

We'll automate the rest.

Eliminate manual entry forever.

Craft your perfect workflow

Integrate with the tools you love

Drive faster decisions with automatic document expiry

Approval Workflows that Eliminate Bottlenecks

Follow-ups on auto pilot

Reduce Manual Work & Errors with Variable and Fields

Tailor Proposify to Your Needs with Custom API

Focus on the close.

We'll automate the rest.

Basic

Team

Business

Brand customization

Content authoring

Visibility

Process & control

Success

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