Make sure your sales leads never go cold. Put winning proposals into the hands of your clients faster with our easy-to-use editor and reusable content library.
Go from chaos to collaboration. Team members can quickly access proposals and the content library from anywhere while you manage individual activity with roles and permissions, add comments, and keep track of it all with version history.
Clients can view your proposal anytime, anywhere, plus our online signatures deliver 60% faster sign-off. Find out as soon as your client opens the proposal, what interests them the most, and when they sign off.
Pick from our selection of professionally written and designed templates to kick-start your proposal process.> View our template gallery
Design red carpet-worthy proposals that make your brand look like a superstar, no experience necessary. Our easy-to-use editor lets you control typography and page layout, add videos, shapes, and images, and include interactive fee tables.
Your clients will be awestruck when they view your proposal in an interactive, mobile-friendly, fully white-labelled experience that puts your company in the spotlight. You can even include video in your proposals.
We bring all your case studies, fees, sections, and bios into one library and let you tag, group, and search content. Drag and drop sections and fees into new proposals, making your proposal process fast and efficient.
Variables automatically swap out your client’s name and other details relevant to each specific proposal so you never need to worry about accidentally including the wrong client name.
CONNECTS WITH ALL YOUR FAVOURITE APPS
Increase your efficiency by syncing your CRM, invoicing, and project management tools with Proposify. We integrate with some of the top business apps so you can import contacts, link deals, generate invoices, and create projects.> See our full list of integrations.
TRACK YOUR SUCCESS
In the office or on-the-go, you can see when your client’s opened the proposal, what sections they viewed the most, how long they looked at it, and you’ll be notified as soon as they leave comments or accept it. We’ll even show you close rates broken down across teams and individuals.
TOTAL CONTROL OF YOUR SALES ASSETS
Whether you manage a handful of salespeople or an army spread across the globe, we make it easy to lock down what people on your team are allowed to see and do.
4,000 businesses worldwide.
We understand that when you’ve got questions, especially when you’re on a tight proposal deadline, you NEED answers. Our customer happiness specialists are at the ready, armed with friendly, helpful, timely support by email or online messaging. We’re here to help, regardless of which you plan you’re on or if you’re just taking us for a test drive.
When it comes to protecting your private information, we’ve got it locked down tighter than Alcatraz. We partner with Amazon Web Services, use 128-bit SSL encryption, and create daily backups. And we never, EVER disclose any data to third-parties without your permission. Rest easy, nothing’s getting out of here alive.
If you’re managing a proposal process, you need more than just word processing software, like Google Docs or Word. You need a design editor that makes your proposal look sharp, a content library that stores all your info, and a sales system that keeps you on top of what’s happening in your funnel. Beyond words and letters, you need a tool that helps you close deals.COMPARE
InDesign is a powerful, awesome design tool but for most people creating proposals, it’s not only overkill, it’s complicated. And when it comes to collaborating with your team or supporting your sales process, InDesign falls short. Proposify makes it easier to design beautiful proposals, create persuasive content, and manage your sales pipeline, all in one place. It’s about power and simplicity.COMPARE