Are your medical proposals suffering from Proposalitis?

Keep your deal-closing process in perfect health.

Cure closing inconsistency by giving your team exactly what they need to seal the deal—without stifling their autonomy and flexibility.

• Store medical proposal templates and approved sales material in a central content library so reps can snap together contracts quickly

• Roles & permissions lock down what reps can and can’t access and edit in your healthcare proposals, helping to eliminate costly human errors

• Create an approval workflow that cuts time-sucking bottlenecks from the medical contract review process while also accelerating closes

• Client input forms allow prospects to enter all the information your reps need—titles, clinic addresses, license numbers, and more—right inside the healthcare contract itself

Track every medical proposal.

Unlock the intel your team needs to close the deal AND better understand your customers—even ones they haven’t sold to before.

• Proposal metrics show how prospects interact with your healthcare proposals in real time, so your team can time their follow-up perfectly

• Pipeline snapshots give sales leaders the 30,000 ft view of every medical contract in the pipeline; by rep, deal stage, and document type

• Notifications keep reps’ fingers firmly on the pulse of their deals by providing instant updates when clients open, view, and sign their medical proposals

• Audit trails provide a precise activity log and verify when a healthcare contract was sent, viewed, signed, or commented on once it’s in your client’s hands

• When deals need to go offline, your clients can easily download your online medical contract as a PDF so it can be printed and saved as a hard copy

We keep your healthcare data safe and secure.

We take the protection of you and your clients’ medical data and documents very seriously—and we have the stripes (and certifications) to prove it.

• Proposify is SOC2 Type 1 certified. This certification represents the latest effort to maintain our long-standing commitment to world-class security protocols

• GDPR compliant - we strive to protecting our client’s data and privacy by maintaining our GDPR compliance and enable our customers to set their own compliance preferences

• Our team conducts ongoing audits, daily off-site backups, and 24/7 system monitoring to ensure we meet and exceed industry standards for data security

• More than 10,000 sales teams trust Proposify with their sensitive data—and through us they’ve closed over $2B worth of business

“The biggest problem that we faced was that the most up-to-date version of our proposal never made it to the client. The team could spend a lot of time looking for a proposal, only to find it buried in an email. It was painful. Proposify changed that. Everything is in one account, and while you can view the revision history, you never have to worry about the wrong version making it into the clients' hands.”