About Proposify
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.
Create impressive sales documents that stay consistent and error-free. Receive the insights to scale your process, make timely engagements, and accurately forecast. And deliver a seamless sign-off experience for your customers and prospects.
Proposify has revolutionized the proposals process so your reps can spend less time on manual tasks and more time doing what they do best: selling.
Key benefits of Proposify
- Create on-brand templates that sales reps can reuse so all they have to do is customize the details for their next big deal.
- Store all the content reps need in one location so snapping together a proposal takes minutes, not hours.
- Empower reps to create proposals, contracts, and agreements directly in Salesforce and keep their data in sync.
- Impress your prospects with a buyer experience that includes interactive pricing, videos, and live chat.
- Get faster sign-off and make it easier for prospects to buy with our legally binding electronic signature tool and order forms.
- Find out how prospects are interacting with proposals, which sections they looked at and for how long. This insight helps reps know when to reach out to close the deal.
Devices
Business size
Markets
Australia, Canada, United Kingdom, New Zealand, United States
Supported Languages
English
Images
Features
Total features of Proposify: 58
- API
- Access Controls/Permissions
- Activity Dashboard
- Activity Tracking
- Alerts/Notifications
- Approval Process Control
- Audit Trail
- Automatic Formatting
- CRM
- Cataloging/Categorization
- Chat/Messaging
- Collaboration Tools
- Configurable Workflow
- Contact Management
- Content Library
- Content Management
- Contract/License Management
- Customizable Branding
- Customizable Fields
- Customizable Reports
- Customizable Templates
- Digital Signature
- Discount Management
- Document Automation
- Document Management
- Document Review
- Document Storage
- Document Templates
- Drag & Drop
- Electronic Signature
- For Sales Teams/Organizations
- Knowledge Base Management
- Pipeline Management
- Pre-built Templates
- Price and Cost Calculations
- Pricing Management
- Process/Workflow Automation
- Product Catalog
- Product Configurator
- Progress Tracking
- Proposal Generation
- Quotes/Estimates
- RFP Creation
- Real Time Data
- Real Time Notifications
- Reminders
- Reporting & Statistics
- Reporting/Analytics
- Sales Trend Analysis
- Search/Filter
- Specialty Contracts
- Status Tracking
- Team Collaboration
- Template Management
- Templates
- Third Party Integrations
- Version Control
- Workflow Management
Alternatives
Qwilr
PandaDoc
eversign
Odoo
Reviews
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- Industry: Construction
- Company size: 2-10 Employees
- Used Daily for 1-5 months
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 10.0 /10
Love it.
Reviewed on 2019/10/11
Really good so far (it's only been a few weeks). Very easy to see the status of your proposals and...
Really good so far (it's only been a few weeks). Very easy to see the status of your proposals and I love the links to Infusionsoft and the ability to automate followup which were both missing in our previous software.
Pros
Beautiful looking proposals, easy to use templates and libraries, very impressive for clients and it looks great when printed out too.
Cons
Set up of our template was a little daunting but we used Belt Creative to help us which was well worth the investment.
Response from Pitch Perfect Proposal Software
Hi Susan, thanks for taking a moment to write a review of our software. Fantastic that Belt Creative helped you get started, and that your clients are impressed! That's really great feedback, and we're excited for you to continue seeing the benefits of Proposify. Definitely let us know your thoughts at the six-month and 12-month marks! Best of luck with any upcoming proposals, and happy closing!
- Industry: Internet
- Company size: Self Employed
- Used Monthly for 1-5 months
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 8.0 /10
Helping automate my freelance business
Reviewed on 2019/09/18
Very positive. My need was to cut down in repetitive work in creating proposals and sending out...
Very positive. My need was to cut down in repetitive work in creating proposals and sending out contracts to be signed. An impressive feature is the ability to create dynamic proposals where clients can add on options and the total sum is adjusted accordingly.
Pros
This is a complete package. I needed a tool that would allow me to dynamically create proposals, but also send out regular documents like NDA's to be signed digitally. Proposify solves this for me and add extra features. It is relatively easy to create a document (proposal/contract) from scratch using their design interface. Even though it is a bit unintuitive at times, it gets the job done. Creating snippets of content for later use is a definite benefit. Even better is the seemless integrations with Harvest, creating an invoice from a proposal when it is signed, and importing contacts from Harvest. This automated approach is saving me a bunch of time.
Cons
No integration yet with Everhour, since I was considering switching time tracking solution from Harvest. No integration with Asana to create a project within a team upon signing, but this might be (too) nice to have :)
No integration either with a tool like PieSync to import contacts in general.
Reasons for Switching to Proposify
Seemed to me as the most straight forward solution with good integrations with tools that I was already using.Response from Pitch Perfect Proposal Software
Hi Matthew, thanks for leaving us a review. So great to hear how Proposify is helping you create dynamic sales docs! We also appreciate your integration feedbackwe'll share it with our team. Happy closing!
- Industry: Events Services
- Company size: 11-50 Employees
- Used Daily for 2+ years
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 2.0 /10
Great in concept but buggy as hell
Reviewed on 2022/01/13
Overall it WAS a great product. It's going through growing pains but they don't seem to be growing...
Overall it WAS a great product. It's going through growing pains but they don't seem to be growing out of it anytime fast. The support is somewhat responsive although 9/10 I get a canned response that doesn't really answer my question. If you are using the exact same template over and over again with no changes then you will probably have no issues but if you build a custom proposal for your clients it will be a frustrating task.
Pros
I love how it streamlines our proposal presentation to clients. We are able to quickly produce proposals that look beautiful and help us close... when there are no changes needed to be made to the template.
Cons
In seems that over the past few years the dev consistency has gone down a lot. There are a lot of feature updates but more and more bugs. Simple things that should be flushed out before deployment are not being done and this has been something I have seen for over a year and a half.
The biggest issue so far has been pricing tables. You're prompted to update to the new tables but it never works. Support just tells you to do a few workarounds and sometimes it works and sometimes it doesn't. We don't have time to teach our entire team how to navigate the bugs.
Before that there was a bug with being able to update simple text, you couldn't select a text box and you had to refresh every time.
Before that, your templates would load blurry and then you had to scroll all the way to the bottom of the page then back up to be able to edit anything.
I used to love this software so much but I don't know what happened. It went from saving us time to costing us time and causing hours of frustration. A common phrase of frustration in our office is "Why Proposify" WHY???" I am in the process of looking for an alternate to move my entire team to.
- Industry: Information Technology & Services
- Company size: 2-10 Employees
- Used Weekly for 6-12 months
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 10.0 /10
Great for small businesses developing proposals for bigger projects.
Reviewed on 2020/08/20
Very positive experience with support, I've had little to query as its very easy to use and...
Very positive experience with support, I've had little to query as its very easy to use and customise.
Pros
The library of content and examples is especially helpful. We've been able to develop proposals for our product offering and customise completely for every client.
Cons
I would love integration between my FreeAgent.com account when a proposal has been authorised to automate the invoicing process.
Alternatives Considered
Better ProposalsReasons for Switching to Proposify
I spent time reviewing both and found Proposify very easy to use and customise for my needs.Response from Proposify Inc.
Hi Shaun, thanks for taking a moment to leave us a review. We'll be sure to share your integration suggestion with our team. Happy closing!
- Industry: Business Supplies & Equipment
- Company size: 2-10 Employees
- Used Daily for 1-5 months
-
Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 10.0 /10
Out of Scope Reach to our Clients
Reviewed on 2019/09/13
The ability to build my proposal with just fews clicks and moving it directly to my client with...
The ability to build my proposal with just fews clicks and moving it directly to my client with ability to review details about how my customers view and understand from their behavior details about how they interact with it.
Pros
Easily to modify and build your proposal template, and easy to maintain it to deliver to your customers
Cons
Less relative templates of the proposals
Alternatives Considered
OdooReasons for Switching to Proposify
It was easier to handle my proposal building and better as cost.Response from Pitch Perfect Proposal Software
Hi Mustafa, thanks for writing us a review! We're glad to hear that you're enjoying Proposify and that the client viewing metrics are valuable (having proposal insight is such a game-changer). Best of luck with any upcoming proposals, and happy closing!
Proposify FAQs
Below are some frequently asked questions for Proposify.Q. What type of pricing plans does Proposify offer?
Proposify offers the following pricing plans:
- Starting from: US$49,00/month
- Pricing model: Free Version, Subscription
- Free Trial: Available
Proposify Free $0.00 Ideal for closing deals solo. No credit card required. - 5 Active Documents - 1 User - Interactive Quoting - Notifications - Content Library - Proposal Analytics - Electronic Signatures - Stripe Payments Team Plan $49.00 Great for growing sales teams. Billed quarterly or annually. - Unlimited Documents - Standard Integrations - Custom Fields & Variables - Client Input Forms - PDF Downloads - White Labelling - Chat Support Business Plan $590.00 Perfect for teams of 10 or more. Billed annually. - 10+ Users - Salesforce Integration - Approval Workflow - User Roles & Permissions - Unassigned Signatures - Premium Support - Onboarding Services
Q. Who are the typical users of Proposify?
Proposify has the following typical customers:
Self Employed, 2-10, 11-50, 51-200, 201-500, 501-1 000, 1 001+
Q. What languages does Proposify support?
Proposify supports the following languages:
English
Q. Does Proposify support mobile devices?
Proposify supports the following devices:
Android (Mobile), iPhone (Mobile)
Q. What other apps does Proposify integrate with?
Proposify integrates with the following applications:
Basecamp, Drift, FreshBooks, Harvest, Highrise, HubSpot CRM, Insightly, Intercom, Keap, Olark, Pipedrive, Podio, QuickBooks Online Advanced, Salesforce Platform, Stripe, Vidyard, Xero, Zapier, Zoho Books
Q. What level of support does Proposify offer?
Proposify offers the following support options:
Email/Help Desk, FAQs/Forum, Knowledge Base, Chat
Related categories
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