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About

Protect your documents and use PDF tracking to find out who, when and how is viewing your PDFs. Use HelpRange for lead generation so that your documents would work as lead magnets for you. HelpRange helps sales, analysts, content creators, and marketing teams to be more secure and efficient. Ask users about their email before they view your document (lead magnets). Track for how long and what pages were read. Let only one user to view your PDF at the same time. Use end-to-end encryption to secure your PDF.

About

Proposify is the online proposal software that gives you control and visibility into the most important stage of your sales process. The close. From deal design to sign-off, get the confidence and flexibility to dominate deals. Create impressive sales documents that stay consistent and error-free. Receive the insights to scale your process, make timely engagements, and accurately forecast. Deliver a seamless sign-off experience for your customers and prospects. Features include a flexible and user-friendly design editor, electronic signatures, CRM integrations, data-driven insights, interactive pricing, content management, approvals, and so much more.

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported

Audience

Companies looking for a Document Control platform

Audience

Proposify supports sales professionals, wanting to create beautiful and customized proposals efficiently.

Support

Phone Support Supported
24/7 Live Support Not Supported
Online Supported

Support

Phone Support Supported
24/7 Live Support Not Supported
Online Supported

API

Offers API Not Supported

API

Offers API Not Supported

Screenshots and Videos

Screenshots and Videos

Pricing

$25 per month
Free Version Not Supported
Free Trial Not Supported

Pricing

$35/month
- 5 Active Documents
Team Plan $49.00/month
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/month
Perfect for teams of 10 or more. Billed annually. - 10+ Users
- Salesforce Integration
- Approval Workflow
- User Roles & Permissions
- Unassigned Signatures
- Premium Support
- Onboarding Services
Free Version Not Supported
Free Trial Supported

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

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Reviews/Ratings

Overall 5.0 / 5
ease 5.0 / 5
features 5.0 / 5
design 5.0 / 5
support 5.0 / 5

Pros & Cons from Real Users

Pros

  • Super clean way to create and send proposals to your customers and looks branded and professional.

Cons

  • It is a little bit costly of a program.

Training

Documentation Not Supported
Webinars Not Supported
Live Online Supported
In Person Not Supported

Training

Documentation Supported
Webinars Not Supported
Live Online Supported
In Person Not Supported

Company Information

HelpRange
Poland
www.helprange.com

Company Information

Proposify
Founded: 2012
Canada
www.proposify.com

Alternatives

Alternatives

tenderOS

tenderOS

Webisoft

Categories

Categories

Sales Content Management Features

Audio / Video Recording Not Supported
Audio File Management Not Supported
Branded Sales Content Supported
Centralized Sales Content Repository Not Supported
Collaboration Tools Supported
Content Recommendations Not Supported
Email Management Not Supported
Engagement Analytics Supported
Interaction Tracking Not Supported
Personalization Not Supported
Sales Partner Management Not Supported
Sales Training / Onboarding Not Supported
Video File Management Not Supported

Document Management Features

Access Controls Not Supported
Archiving & Retention Not Supported
Collaboration Tools Supported
Compliance Tracking Not Supported
Document Archiving Supported
Document Assembly Not Supported
Document Capture Not Supported
Document Conversion Supported
Document Delivery Supported
Document Indexing Not Supported
Document Retention Supported
Electronic Signature Not Supported
Email Management Not Supported
File Recovery Not Supported
File Type Conversion Not Supported
Forms Management Not Supported
Full Text Search Not Supported
Offline Access Not Supported
Optical Character Recognition Not Supported
Print Management Not Supported
Version Control Not Supported

Sales Engagement Features

Call Scripts / Call Steps Not Supported
CRM Integration Not Supported
Email Sequences Not Supported
Email Tracking / Automation Not Supported
Lead Management Supported
Reporting / Analytics Not Supported
Sales / Voice Dialer Not Supported
Sales Automation Not Supported
Search Not Supported
Task Management Not Supported
Templates Not Supported
Workflow Management Not Supported

Proposal Management Features

Automatic Formatting Supported
Calendar Management Not Supported
Collaboration Supported
Contact Management Supported
Content Repository Supported
Document Management Supported
Electronic Signature Supported
Knowledge Library Supported
Pipeline Management Supported
Requirements Management Not Supported
Revision Management Supported
RFP Management Not Supported
Task Management Not Supported
Templates Supported
Version Control Supported

Integrations

APIANT Not Supported
AccessOwl Not Supported
Basecamp Not Supported
Formstack Documents Not Supported
FreshBooks Not Supported
Harvest Not Supported
HubSpot CRM Not Supported
HubSpot Customer Platform Not Supported
HubSpot Marketing Hub Not Supported
Insightly Not Supported
Pipedrive Not Supported
Podio Not Supported
Raklet Not Supported
Salesforce Not Supported
Stackreaction Not Supported
Stripe Not Supported
Xero Not Supported
Zapier Not Supported
Zoho Books Not Supported
servis.ai Not Supported

Integrations

APIANT Supported
AccessOwl Supported
Basecamp Supported
Formstack Documents Supported
FreshBooks Supported
Harvest Supported
HubSpot CRM Supported
HubSpot Customer Platform Supported
HubSpot Marketing Hub Supported
Insightly Supported
Pipedrive Supported
Podio Supported
Raklet Supported
Salesforce Supported
Stackreaction Supported
Stripe Supported
Xero Supported
Zapier Supported
Zoho Books Supported
servis.ai Supported
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