Proposify is the online proposal software that gives control and visibility into the most important stage of your sales process. From deal design to sign-off, get the confidence and flexibility to manage and close all your quotes, contracts, and proposals.
It’s time to give your proposal process a promotion. Proposify is the online software that has the features and functionality your team needs to bring predictability, consistency, and confidence back to the close.
Content & Brand Management
Protect your assets from inconsistencies and reps going rogue. Create impressive proposals with impactful content and rest assured they will stay accurate and accessible by setting up a solid framework that matches your workflow.
- Content Library
- Design Editor
- Roles & Permissions
- CRM Integrations
Powerful Insights
Proposify removes the black box from the most important stage of your sales process…the close. Get insights needed to understand and scale your process, make timely engagements, and increase accuracy in your forecasting.
- Snapshot
- Metrics
- Pipeline
- Notifications
Elevated Client Experience
Make the closing journey easy and one to remember for your prospects. Customize the experience to appeal to their preferences so they can view, engage, and sign documents the way that works best for them.
- Electronic Signatures
- Interactive Pricing
- Client Preview
- Languages
Content & Brand Management
Consistent, organized assets your team can count on
- Find the full framework to build compelling proposals with a central library of pre-approved templates, images, fees, and content.
- Organize product descriptions, case studies, sections, and graphics with folders and filters so everyone can find what they need when they need it.
- Apply mass updates across templates to save the admin lift of manual edits.
The flexibility you need for easy edits and amazing design
- Apply your company’s unique style to all of your sales documents. From font family to typestyle, your brand stays on point and ready to impress.
- Bring your offers to life with videos and images. Easily embed these visual powerhouses in your documents and leave a lasting impression.
- From fancy to formal, build any document type from proposals and contracts to NDAs and SOWs.
Protect your deals and the details
- Stop documents from going out with costly mistakes by defining user roles and applying the parameters that will keep reps most productive.
- Provide access to only what is needed so reps can design deals faster and the room for (costly) error is drastically reduced.
- Set approval permissions so you can rest easy that deals won’t hit the client’s inbox without proper sign-off.
Keep your single source of truth
- Create, keep track, and close your deals within your CRM.
- Drive deal automation by connecting your proposals with your single source of truth.
- Sync your contacts and use custom variables to pre-populate fields in your documents and never miss a detail.
