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Unlimited templates
All accounts allow unlimited templates.
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Content library
Create and share templates, sections, and images that can be pulled into documents.
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Embed images & videos
Images can be uploaded directly, videos can be embedded from external sources like YouTube, Vidyard, and Wistia
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Custom domain
You can map your domain so prospects visit something like proposals.yourdomain.com and don't see "proposify" in the URL
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Online signatures
All plans allow you to get documents legally e-signed
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Interactive quoting
Allow prospects to alter the quantity or optional add-ons
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Client input forms
Capture information from prospects by adding form inputs to your documents.
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Notifications & metrics
Get notified by email and see when prospects are viewing your document.
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PDF export
Generate a PDF from any document that matches the digital version.
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Reports
Get a full exportable table of all your documents with filtering.
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Payments
Connect your Stripe account and get paid in full or partially when your proposal gets signed.
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Custom fields & variables
Create your own fields you can use internally that get replaced in custom variables within a document.
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Standard integrations
All integrations except for Salesforce.
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Auto reminders
You can automatically remind prospects who haven't yet opened your document in daily intervals.
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Roles & permissions
Lock down what users can and can't do by role. Pages and individual page elements can be locked.
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Approval workflows
Create conditions that if met will trigger an approval from a manager (by deal size and discount size).
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Salesforce integration
Use our managed package and optionally SSO so reps work right within Salesforce
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Single sign-on (SSO)
Our SSO works with identity providers like Salesforce, Okta, and Azure
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Workspaces
Great for multi-unit businesses like franchises. Enables businesses to have completely separate instances that admins can manage.
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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.
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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.
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Success manager
Your own dedicated CSM who will onboard you and meet with you periodically to ensure you're getting maximum value from Proposify.
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Onboarding services
We'll design your custom template that is built with Proposify best-practices and train your team on your desired workflow.
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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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