Integrate Proposify + Salesforce
Send consistent, error-free sales documents faster and easier
Unlock our complete proposal management tool inside your CRM and create, edit, send, track, and collect e-signatures on sales documents without ever leaving your Salesforce opportunity.
Demo: Creating, tracking, and getting a Proposify proposal signed inside Salesforce
What is Proposify?
Proposify is online proposal software that makes it easier for service businesses to create well-designed proposals, streamline their sales process, and close deals faster.
Our easy-to-use design editor allows even non-designers to create beautiful, professional-looking proposals.
Our gallery of professionally designed and written business proposal templates for a variety of services helps kick-start your proposal process. All templates are 100% customizable.
Our content library stores proposal content so it can be easily repurposed, making team collaboration easier.
We provide metrics of valuable info like the status of your proposals, whether your client has viewed a proposal and for how long, and when they sign-off.
Our iOS mobile app makes it easy to keep track of your proposals anytime, anywhere.
What is Salesforce?
Salesforce has cloud-based applications for sales, service, marketing, and more that don’t require IT experts to set up or manage — simply log in and start connecting to customers in a whole new way.
Easily log, manage, and analyze all customer activity in one place with the Salesforce suite of web-based CRM software. Constantly monitor everything from sales leads to support tickets, and from channel marketing to website analytics.
Everyday, more than 150,000 companies just like yours are increasing employee productivity, team collaboration, customer loyalty and, most importantly, their sales using Salesforce.
Create well-designed proposals, streamline the sales process, and close deals faster
Control
Gain control over the entire proposal process in terms of the prospect experience and proposal format.
Consistency
Lock down content, pricing, and brand to a specific set of templates and mix-and-match proposal sections.
Visibility
Track client activity, open deals, upcoming pipeline, and closing benchmarks across business regions or service categories.
"We had a dedicated Proposify Rep who took the time to dig into the details of how our business functions, plus the needs of our emploiyees using the platform. Then they offered training classes to roll things out to the entire team, videos specific to our templates, etc. Absolutely above and beyond service."
"I love the simplicity Proposify offers. Not only is it easy to modify my proposals, it's a clean look for my customers and makes our SOW very definable. I love the ability to look at metrics as well as to who is viewing my proposal and when."
"It's very user friendly and extremely easy for the client to follow. I love how customizable it is an how impressive it looks when I send my proposals to clients."