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Proposify

Overview

Proposify is the online proposal software that helps modern sales teams create, send, track, and e-sign winning proposals, contracts, and agreements.

Proposify reduces friction in your proposal workflow making it easier for your sales reps to quickly create professional-looking proposals that impress prospects and close deals.

Create on-brand templates that sales reps can reuse so they don’t need to reinvent the wheel for every deal. Store all your approved proposal content in one location so snapping together a proposal takes minutes, not hours.

Our Salesforce integration lets your rep create proposals, contracts, and agreements right in the CRM, and keep their data in sync.

Impress prospects with a buyer experience that includes interactive pricing, videos, and live chat.



Client viewing metrics let you know the moment a prospect opens the proposal, which sections they view and for how long, and - most importantly - the second they (e)sign on the dotted line. You may not actually be a mind reader, but with Proposify, you'll feel like one.

Plus get faster sign-off and make it easier for prospects to buy with our legally binding electronic signature tool and order forms.


We’ve revolutionized the proposal process so your reps can spend less time on manual tasks and more time doing what they do best: selling.

But Proposify doesn't just save time; with assignable roles, permissions, and workspaces, you can manage the access each sales rep has. From the kind of content they can use and editing the design, all the way through to sending a proposal, you'll have full brand control and peace of mind without bottlenecking the process. Finally, a solution that makes both Sales AND Marketing happy.

If you're ready to give your sales team the competitive edge, visit our website or book a demo at https://www.proposify.com.