Proposify is a proposal management platform for sales teams, with the core goal of helping teams quickly create, track, and sign professional, branded proposals from conversation to close while improving win rates.
Use Proposify is used to manage the entire sales document process, including proposals, quotes, e-signatures, and contracts. It is suited to industries such as consulting, landscaping, cleaning, and construction, as well as sales, marketing, and operations roles.
Main capabilities
- Create and send: Build branded proposals and quotes with a drag-and-drop editor, support unlimited templates, and create and share templates, blocks, and images.
- Automated workflows: Simplify document processes with templates, AI, automation, and team collaboration tools, and set up automation through prebuilt connectors or a workflow builder.
- Track and close: Monitor proposal engagement in real time, get notified when a prospect opens a proposal, and view detailed analytics on time spent per section to adjust follow-up strategy.
- E-signatures: All plans support legally recognized e-signatures, signing can be 3x faster, and prospects can sign at any time on any device.
- Data integration: Pull data directly from CRM to reduce human error and lock important proposal elements to prevent changes. Integrates with major CRMs, invoicing platforms, and Zapier, supports custom integrations via API, and SSO is compatible with Salesforce, Okta, and Azure.
- Content and permission control: Centralized content library, customizable internal fields, role-based user action limits, approval triggers based on deal size and discount size, and independent instance management for multi-unit businesses such as franchises.
- Customer success: Support is available Monday through Thursday 8:00-20:00 EST and Friday 8:00-16:00 EST, including phone guidance, a dedicated customer success manager, advanced troubleshooting, automation setup, and custom template services from in-house designers.
How to use Users can start a free trial. Create branded documents by choosing or customizing templates with the drag-and-drop editor, quickly reuse blocks from the content library, collect prospect information through form inputs, and allow them to adjust quantities or optional add-ons. Documents can be sent through a mapped domain such as proposals.yourdomain.com to avoid showing the word proposify. Generate PDFs identical to the digital version and export a complete filterable table of all documents. Collaborators can access only specific proposals and can edit or approve but cannot create and send.
Use cases Suited to sales teams that want to standardize the proposal process, reduce approval bottlenecks, and avoid losing big deals because of small mistakes. EspeciallyIt is suited to industries that need to quickly generate large volumes of professional documents, track customer engagement, and accelerate signing.
Limitations Details about specific pricing, plan prices, detailed explanations of AI features, the number of supported platforms, or specific performance promises are not provided in the materials.
