When the Goal is a Standardized, Simplified, Optimized Sales Process

When it comes to IT and Operations teams, hassle-free automation and increased productivity makes for the ideal proposal process. Proposify’s innovative proposal management solution makes it easy to set up streamlined workflows, powerful CRM integrations, and anything else your sales team needs to keep a friction-free focus on sales velocity.

24 hr

43% of proposals sent through Proposify are won within 24 hours of opening.

+200 %

The close rate for proposals sent through Proposify is 2x higher than the industry average.

3x

Proposify's e-signatures can increase close rates by 3x and help deals close 30% faster.

Control

Reduce errors and wasted time caused by copy-paste and manual entry

Document automation
Auto-populate with variables
CRM integration
Approval Workflows

Smooth integrations for better sales efficiency

Connect Proposify with your current sales tools and CRMs like Salesforce and HubSpot to simplify workflows for your whole team. Whether you're syncing prospect data, automating proposal creation, or tracking proposal status, seamless integrations give you the power to make the most of your tech stack. With Proposify's wide range of integration options, you can break down barriers, streamline processes, and achieve superior sales results.

See our full list of integrations

“Salesforce is our single source of truth. AEs don’t have to type the same information multiple times, and we don’t have to worry about proposals getting lost.”

Tara Thornton Proposal Manager at Paradox

Visibility

Get the data you need to improve proposals and performance

Proposal analytics
Time spent on each section
View notifications
Aggregate trends
Data export and reports

	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.

When the Goal is a Standardized, Simplified, Optimized Sales Process

24 hr

+200 %

3x

Control

Reduce errors and wasted time caused by copy-paste and manual entry

Smooth integrations for better sales efficiency

Visibility

Get the data you need to improve proposals and performance

Build an optimized, repeatable proposal process that scales

Consistency

Ensure reps send up-to-date, accurate content and pricing

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

When the Goal is a Standardized, Simplified, Optimized Sales Process

24 hr

+200 %

3x

Control

Reduce errors and wasted time caused by copy-paste and manual entry

Smooth integrations for better sales efficiency

Visibility

Get the data you need to improve proposals and performance

Build an optimized, repeatable proposal process that scales

Consistency

Ensure reps send up-to-date, accurate content and pricing

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

Basic

Team

Business

Brand customization

Content authoring

Visibility

Process & control

Success

Subscribe via email

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