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Basic

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Team

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Business

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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.

Onboarding services

We'll design your custom template that is built with Proposify best-practices and train your team on your desired workflow.

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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