Proposal software to transform your bottom-of-funnel chaos into top-line growth.

Proposify’s features arm you with the visibility and control you need to create a consistent, on-brand, cohesive, robust, and smooth proposal workflow for your sales team. Our proposal management software helps you better manage your sales document process, grow your business, and stay way ahead of your competition.

24 hr

43% of proposals sent through Proposify are won within 24 hours of opening.

+200

The close rate for proposals sent through Proposify is 2x higher than the industry average.

3x

Proposify's e-signatures can increase close rates by 3x and help deals close 30% faster.

Proposal Management

Proposify streamlines the entire process from creation to close so you stay on top of your pipeline and always know what’s going out to whom and when.

See all proposal features

Build a repeatable foundation with the Template Editor

Our Template Editor gives you the confidence of consistent, on-brand proposal templates that reps can reuse and quickly personalize for their particular deal using custom fields and variables. No more reinventing the wheel every time a proposal goes out the door and no more bottlenecks that slow the entire process down.

Editor Hero

Build a repeatable foundation with the Template Editor

Our Template Editor gives you the confidence of consistent, on-brand proposal templates that reps can reuse and quickly personalize for their particular deal using custom fields and variables. No more reinventing the wheel every time a proposal goes out the door and no more bottlenecks that slow the entire process down.

Editor Hero

Ensure error-free consistency with the Content Library

Organize all of your approved proposal content in one place so it’s fast and easy for reps to find what they need when they need it. Product and service descriptions, pricing, case studies, images — everything they need to create an on-brand, error-free, professional proposal quickly.

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Control access with Permissions

Maintain control over all of the assets, information, and documents involved in your proposal process with Proposify’s Permissions feature. Lock down the elements you don’t want changed while opening access to members of your team depending on the roles and groups. This level of control helps maintain the integrity of your brand and sales process while protecting sensitive information.

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Valuable visibility with Reports & Analytics

Your proposal process doesn’t end once the document is sent; in some ways it’s just beginning. With Proposify’s reporting feature you’ll get actionable insights on how prospects are interacting with proposals in real time, always know what’s happening with your pipeline, and understand the overall performance of both your reps and your process so you can optimize for better results.

Metrics Hero

Quotes

Your quotes not only deserve a glow-up, it’s time for them to grow up. Make a professional impression with modern, interactive, on-brand quotes that engage prospects, create opportunities for upsells, and stand out from the competition.

See all quoting features

Professional quoting with Embed Quotes

Elevate your proposals with our Embed Quotes feature, allowing for the seamless incorporation of detailed product descriptions, pricing, and terms, all while maintaining your unique branding. Present your quotes in a range of formats to meet prospect preferences.

Pricing_Table

Professional quoting with Embed Quotes

Elevate your proposals with our Embed Quotes feature, allowing for the seamless incorporation of detailed product descriptions, pricing, and terms, all while maintaining your unique branding. Present your quotes in a range of formats to meet prospect preferences.

Pricing_Table

Engage with Interactive Quoting

Involving your buyer in the quoting process can lead to lucrative upselling opportunities and shorter sales cycles. Proposify’s Interactive Quoting feature allows buyers to adjust quantities and options in real-time, providing a transparent view of price adjustments, reducing back-and-forth revisions, and leading to informed purchasing decisions that will solidify their confidence in the decision to do business with you.

Interactive_Table

Store the right price in the Pricing Library

If it takes too much effort for your reps to find the most up-to-date pricing to include in their proposals, they’re going to put in whatever they can. Which might mean costly errors, unapproved discounts, and ultimately lost revenue. Organize all of your most current pricing information in our Pricing Library so reps know exactly where to go when building a quote, ensuring accuracy, consistency, and a more efficient process.

Fee_Library

Make every deal a closed deal with Proposify.

Contracts

Proposify’s features simplify the process with customizable contract templates and an integrated approval process so turnaround is fast and the experience is smooth.

Efficiency with Contract Templates

Stop wasting time creating contracts from scratch. Easily set up reusable contract templates for your reps that you can lock down with standard pre-written clauses and they can customize for individual deals and clients. Precise, consistent, and error-free.

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Efficiency with Contract Templates

Stop wasting time creating contracts from scratch. Easily set up reusable contract templates for your reps that you can lock down with standard pre-written clauses and they can customize for individual deals and clients. Precise, consistent, and error-free.

contract

Streamlined approval process

Keep your team organized and deals moving forward with Proposify’s contract approval workflows. Lock down editing and sending privileges with user roles and permissions and individually manage the assets each team member can access. Give everyone on your team the tools to get sales contracts out quickly while reducing the risk of losing a deal due to unapproved changes.

Approval

Collaborate with commenting

Stakeholders on both sides of the deal can collaborate by commenting on documents, allowing for easy comparison and revising of contract versions to get it closer to the close.

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"Our sales director has always asked how many proposals we have sent out every quarter. That was impossible to answer since every account rep did their own thing. But now we can provide that information. And the account reps who use Proposify enjoy seeing if and when their proposal is opened and what sections their client focused on."

Sara Joyner
Sara Joyner Sales Operations Support

E-Signatures

Proposify’s built-in, legally binding electronic signature software makes your sales documents digital, interactive, and gets the deal signed faster without having to invest in yet another piece of software.

See all e-signature features

Seamless signing experience

Forget printing, plugins, downloads, and scanning—in other words, all the hassle. Use Proposify's e-signature software and let prospects sign electronically, in seconds, from any device, from any location around the world. We support multiple signatures from multiple signees, signatures from unknown signees, and allow signees to e-sign with both signatures and initials.

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Seamless signing experience

Forget printing, plugins, downloads, and scanning—in other words, all the hassle. Use Proposify's e-signature software and let prospects sign electronically, in seconds, from any device, from any location around the world. We support multiple signatures from multiple signees, signatures from unknown signees, and allow signees to e-sign with both signatures and initials.

mobile_signature

Timely reminders

Keep all parties on both sides of the deal on track by scheduling automated reminders for pending signatures and notifications about expiring agreements.

Expiration

Legally binding, world-class security

Close deals with confidence knowing that Proposify’s electronic signature software is legally binding and compliant with strict e-signature laws from around the globe. Our protocols keep all sensitive client information protected through 256-bit, bank-grade encryption, one-way password encryption, and daily off-site backups.

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Get deals done around the world

Your business has no borders. That’s why we translate the Proposify interface into 15 different languages so you can get deals sent and legally signed anywhere in the world. 

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“We’ve had a 90% return rate on contract signatures. There’s rarely a client now who says they’ll sign and begin work with us who doesn’t follow through.”

Daniela Colter, Office Manager at Sandler Training
Daniela Colter Office Manager at Sandler Training

Integrations

We love a smooth workflow as much as you do which is why Proposify connects with all of your essential business tools like CRMs, invoicing software, and payment platforms. 

See list of integrations

Seamless CRM integration

Synchronize your data from Salesforce, HubSpot or another popular CRM  to enhance proposal accuracy, monitor prospect engagement, and streamline the entire sales process with one source of truth for every deal.

See all CRM integrations

Proposify Hubspot Integration

Seamless CRM integration

Synchronize your data from Salesforce, HubSpot or another popular CRM  to enhance proposal accuracy, monitor prospect engagement, and streamline the entire sales process with one source of truth for every deal.

See all CRM integrations

Proposify Hubspot Integration

Streamlined payments with Stripe

Get paid faster by integrating with Stripe. Request payment from your clients right in the proposal and get paid as soon as they sign-off. Stripe supports 135 currencies so you can collect payments from around the world.

Learn more

Proposify Stripe Integration

Custom solutions with API access

Leverage Proposify’s public API for tailored integrations that will supercharge your workflow's efficiency and capabilities.

Learn more

Proposify API

Don't waste another deal-breaking moment.
Turn chaos into close.

Frequently Asked Questions

Have another question not mentioned here? Check out our Proposify help center.

Proposal management software helps businesses create, manage, and track proposals efficiently. It automates the proposal creation process by providing templates, collaboration tools, e-signature capabilities, and analytics, ensuring that proposals are professional, consistent, and on-brand.

Proposal software streamlines the proposal process by offering customizable templates, content libraries, drag-and-drop editors, and pricing tables. It enables teams to collaborate in real time, allows for approvals, and tracks proposal performance with analytics and notifications, all within a single platform.

Proposal software improves efficiency, ensures consistency across proposals, reduces manual errors, and enhances the speed of creating and sending proposals. It also provides insights into proposal performance, helping businesses close deals faster and more effectively.

Using proposal software simplifies the proposal process, saving time and improving the quality of proposals. It allows for better collaboration among teams, faster turnaround times for clients, and deeper insights into which proposals are performing best and why.

Look for features like customizable proposal templates, drag-and-drop editing, content libraries, approval workflows, e-signatures, CRM integration, and analytics that track the performance of each proposal.

When choosing proposal software, consider ease of use, integration capabilities with your CRM and other business tools, the ability to customize templates, collaboration features, scalability, and customer support. Be sure to test it with a free trial or demo to ensure it fits your workflow.

The cost of proposal software varies based on the number of users, features, and the scale of your business. Proposify offers different pricing tiers tailored to your business’s needs. You can find detailed pricing information on the pricing page.