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.
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.
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.
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.
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.
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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.
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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.
"The ease of use is great as we had quite a few team members with different levels of skill with technology hit the ground running with the software right out of the gate. The other thing I love the most is that with 4 different team members using this daily, all of our proposals look like they came from the same company!"
"A fantastic way to keep all your company client communication on brand! As the UX designer at my company, I really like when all of the materials we are using to communicate with clients follow our brand guidelines. With Proposify, I was able to create documents that matched our look and feel while also having all of the needed functionality for our sales team."
"Very easy to use and looks very professional. It's an easy way to get proposals out to customers and you can keep track of what was sent out and how long ago it was sent. Also it calculates your close percentage rate."
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.
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.
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.
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.
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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.
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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.
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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.
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.
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.
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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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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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.
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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.
"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."
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.
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.
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.
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.
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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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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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.
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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.
“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.”
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.
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.
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.
Custom solutions with API access
Leverage Proposify’s public API for tailored integrations that will supercharge your workflow's efficiency and capabilities.
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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.
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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.
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Custom solutions with API access
Leverage Proposify’s public API for tailored integrations that will supercharge your workflow's efficiency and capabilities.