Professionally branded proposals that impress on any device
Apply your company’s unique brand identity to the entire sales process, from portal to proposal. Colours, images, fonts and type style, your brand consistency not only tells a professional story but makes a lasting impression.
Accessible from Anywhere
Create impressive online documents that are easily viewable on any browser or mobile device, allowing prospects to view, comment, and sign off while on the go.
PDF export
Proposify makes it easy to convert your proposal to a PDF without losing any of the compelling design and layout features that makes you stand out from the competition.
Full E-sign Flexibility
With Proposify's electronic signature software, prospects can sign in seconds, from any device, anywhere in the world. Easily handle multiple signatures, including those from unknown signees, both full signatures and initials.
“Proposify allows us to create a proposal, submit it, and through the tracking, gauge which pages clients are looking at and how much time they're spending on each page. And not only that, but get notified when customers open our proposal and know what they are looking at in real-time. Before, our customers were viewing a simple PDF. Now, they are viewing an active web page that is able to transmit back the behaviours and metrics of that client or prospect.”
Ready-to-Go Templates for Faster-to-Close Deals
Automate your team’s proposal process by creating professional looking templates that allow reps to quickly pull together error-free, on-brand proposals and get them out to their prospects ASAP. Incorporate custom fields and variables to reduce manual entry, load them up with pre-approved content, then all reps need to do is add any final deal-specific details.
Bring Your Proposals to Life with Images & Videos
Embedding images, video, or audio to your proposals allows you to tell a more compelling and persuasive story about your business, your solution, and why prospects should choose you over the competition. You can even integrate a personalized welcome message at the beginning of your proposal, addressing prospects and their business needs directly.
Visibility into your entire proposal process
Discover which content and sections are being viewed most often and resonate with your prospects so you can make data-driven improvements to your proposal strategy.
Document Analytics
- Track how prospects are interacting with your team’s proposals from detailed analytics on who is viewing, what they’re looking at, when, and for how long.
- Get valuable insights into prospect interest and behaviour that will help sales reps plot their next move toward a close.
Dashboard Metrics
- Understand what’s happening across your entire proposal process with pre-built and customizable reports and dashboards.
- Get a clear understanding of proposal volume, rep performance, and overall pipeline so you can optimize your process and increase accuracy in your forecasting.
Alerts, Notifications, and Reminders
- Keep everyone in the loop at every stage of the deal with customizable alerts and notifications so reps know when to make their next move.
- Get notified when a prospect views a proposal, signs off, completes a payment and more.
- Set automatic reminders and expiry dates for follow-up so neither prospects nor deals go cold.
Protect Your Deals and the Details with User Permissions
Stop documents from going out with costly mistakes by defining user roles and applying the parameters that will keep reps most productive. Control what content can and can’t be changed and who can change it. Set approval permissions so you can rest easy that deals won’t hit the prospect’s inbox without proper internal sign-off first.
Integrate with popular CRM platforms
Drive deal automation and efficiency by connecting your team’s proposals with Salesforce and HubSpot. Create, send, track, and close deals right from your CRM, operating from your single source of truth. Sync your contacts and use custom variables to pre-populate fields in your documents and never miss a detail.
See our full list of integrations
Tailor Proposify to Your Needs with Custom API
Leverage our API to create custom integrations, ensuring Proposify works seamlessly with your existing software ecosystem.
See documentation