(( INSIDE PROPOSIFY ))

I’ve screwed up, I’ve succeeded, and I’m learning as I go.

Join me as I share my thoughts as a CEO, a curious guy, and a true believer in the power of a great proposal.

I’m Kyle Racki, CEO and Co-Founder of Proposify.

Each week I’m sharing the lessons I’ve learned, and continue to learn, from having scaled a startup over the past 15+ years. The good, the bad, and the ugly. You can also expect a strong opinion here and there on tech, business, and entrepreneurship, feel free to agree or disagree. And, since we are the proposal experts, I’ll share some insight on how to make every deal a closed deal.

So join 40,000 other sales, marketing, and product leaders as they learn how to lead teams, drive revenue, and overcome growth challenges every Thursday.

Let’s go Inside Proposify and grow together.

Kyle helped us mature as an organization by teaching me the frameworks I needed to learn to scale successfully.

David Cristello
Founder & CEO, Jetpack Workflow

Fascinating article, Kyle. Love your honesty and vulnerability here.

- Ton

I feel like you’re writing these emails - certainly this one - right to me.

- Paul

Really appreciate these emails. Motivating and grounding. Both are much needed!

- Melanie

	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.

(( INSIDE PROPOSIFY ))

I’ve screwed up, I’ve succeeded, and I’m learning as I go.

Kyle helped us mature as an organization by teaching me the frameworks I needed to learn to scale successfully.

Fascinating article, Kyle. Love your honesty and vulnerability here.

I feel like you’re writing these emails - certainly this one - right to me.

Really appreciate these emails. Motivating and grounding. Both are much needed!

Basic

Team

Business

Brand customization

Content authoring

Visibility

Process & control

Success

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