Proposify

Proposify helps you streamline and simplify your workflow by giving your team the tools they need to create and send proposals in a few clicks.

With this tool, you can reduce mistakes by creating templates for your proposals. Your team will then be on the same page every time they create a proposal using pre-approved images, fees, and content that’s all been checked and vetted ahead of time.

Creating your proposals requires no special design skills. With Proposify’s intuitive design editor, building branded proposals takes minutes, not hours. Include your own custom videos, images, and text to bring your services to life. You can also change the fonts and colors to align with your branding.

Working with your team on proposals has never been easier. Define user roles and access limits for your sales reps. You can even set approval permissions so that someone has eyes on the proposal before it goes out.

Send proposals via a custom link or export them to a PDF. The lead can sign and pay electronically, allowing you to close deals faster.

With interactive fee tables, your lead is in the driver seat. They can update quantities or choose upsells without going back and forth.

Integrate with CRMs like HubSpot and Salesforce in just minutes. Sync your contacts and keep track of your deals right within the CRM you already know and love using.

Want to get a quick look at how a proposal is performing? Look at its profile for more details like how many times the proposal pages have been viewed and for how long.

To hold your team accountable, you’ll be able to see their progress from the initial kick-off to the final closing. Get an audit trail to so you know when the proposal was sent, viewed, signed, or commented on.

Proposify makes it easy to find the proposals you’re looking for by sorting and filtering them by date, rep, stage, and status—in just a few clicks. The Streams feature allows you to keep your deals in order and group them together by team, document type, or region. Reps can even customize their dashboard so their deals are always top of mind.

Stay on top of your deals with live proposal updates for when a person views, pays, signs, and more. You can even set automatic reminders for follow-up so no one slips through the cracks.

Key features

• Proposal builder with pre-approved templates, images, fees, and more
• Intuitive editor to create branded proposals with custom videos, images, and text
• Mass updates across templates, eliminating need to make manual updates
• Pipeline feature to sort and filter proposals while keeping deals top of mind
• Sales rep monitoring from kick-off to close with an audit trail
• Live proposal updates including views, completed payments, sign-offs, and more
• Electronic signatures and interactive pricing allowing customer to update
• Integrates with CRM to sync contacts and automate deals
• Support for 15 different languages including different currency formats