What is Proposify?
Proposify is a cloud-based platform designed to automate and optimize the proposal creation process for sales teams and organizations of any size. By offering customizable, branded templates and integration with CRMs and other third-party tools, Proposify ensures that users can generate and send professional documents quickly and efficiently. The platform supports real-time collaboration, accurate quoting, and seamless contract management, helping teams eliminate bottlenecks and reduce manual errors.
With built-in e-signature and payment capabilities, users can close deals faster and gain full visibility into proposal engagement through detailed analytics and notifications. Security features and compliance with industry standards such as GDPR and SOC2 provide peace of mind. Proposify adapts to various team structures and industries, delivering a competitive edge through a streamlined, automated sales document workflow.
Features
- Document Automation: Quickly generate on-brand, professional proposals and agreements.
- Template Library: Access and customize a wide range of pre-designed, branded templates.
- CRM Integration: Pull data directly from popular CRM platforms to reduce manual entry and eliminate errors.
- Interactive Quoting: Build error-free, interactive quotes allowing prospects to select options or quantities.
- E-Signatures & Payments: Legally binding signatures and embedded payment options built into proposals.
- Real-Time Analytics: Track prospect engagement with notifications on opens, views, and section-level metrics.
- Role-Based Permissions: Lock down elements and set user permissions to ensure brand consistency.
- Approval Workflows: Automate management approvals based on deal or discount size.
- Collaboration Tools: Allow multiple users to co-author and approve documents securely.
- Centralized Content Library: Organize reusable sections, templates, and images for quick assembly of documents.
Use Cases
- Automating proposal creation and approval for sales teams.
- Designing and sending interactive quotes with real-time updates.
- Managing contracts and agreements for consulting or service-based businesses.
- Tracking engagement and optimizing sales follow-up with actionable analytics.
- Collecting legally binding e-signatures for sales documents and contracts.
- Integrating proposal processes with existing CRM and invoicing tools.
- Scaling document workflows for agencies managing multiple brands or clients.
- Reducing errors and turnaround time in proposal delivery for fast-growing companies.
FAQs
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What is included in the free trial?
The free trial provides access to all features on the Team plan for 14 days, allowing users to create and send real proposals to clients. -
Can I cancel my account?
Yes, you can cancel your account at any time during your billing cycle and maintain access to Proposify features until the end of the subscription period; refunds are not provided after payment processing. -
How does Proposify integrate with my CRM or tech stack?
Proposify integrates with popular CRMs, invoicing, and project management platforms for seamless data transfer and automated workflows. -
Is my proposal data secure?
Proposal data is protected with 256-bit SSL security, hosting on Amazon cloud, and compliance with GDPR and SOC2 standards, including ongoing security audits and encrypted document handling. -
Are templates customizable for my industry?
Yes, Proposify offers 100% customizable templates and in-house design services to match your brand and specific industry needs.
