Helpful Resources

Here you'll find our best content resources to help you increase close rates, sending winning proposals, and win deals.

Webinars Proposify 101 Training Webinar [Live]

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Books and Guides State of Proposals 2023

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Webinars Proposify 101 Training Webinar [Live]

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Books and Guides State of Proposals 2023

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Books and Guides The Closers Guide to Winning Proposals

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Books and Guides The Full Scale Agency

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	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.
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.
Custom fields & variables Create your own fields you can use internally that get replaced in custom variables within a document.
Standard 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.
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.
Onboarding services We'll design your custom template that is built with Proposify best-practices and train your team on your desired workflow.
Premium integration support Our team of experts can perform advanced troubleshooting and even set up zaps and automations to get the job done.

Helpful Resources

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

Basic

Team

Business

Brand customization

Content authoring

Visibility

Process & control

Success

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