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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.

About

Revv gives businesses the speed and brand consistency in their documents to stand out from competitors. It’s the ideal wingman, supporting entrepreneurs in their dream of running a business, one document at a time. The intuitive user interface and 1000+ vetted, pre-formatted templates, encourage users to be self powered, requiring no code or special skills to set up and manage. Documents are smartly organized, created, reviewed, shared & eSigned in one central place so that you can focus on your job. Use Revv’s machine learning abilities to competently navigate and analyze complex counter-party documents and reduce dependency on experts. Integrate with business systems such as CRM and payments via Zapier or simply connect to Google sheets to import data into documents. Key features 1000+ ready to use, pre-formatted templates Easy to use document editor Smart document repository with support for attachments Integrate apps via Zapier, native APIs Get documents filled & eSigned

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

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

Audience

Any agile business digitizing their paperwork and looking for an affordable, all-in-one tool to manage proposals, quotes, contracts and agreements. Over 2,000 businesses use and love Revv.

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

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
Free Trial

Pricing

Free
1) "Basic" - Free forever plan
- Unlimited users,
- Unlimited documents
- 5 active templates,
- 5 E-signs/month Free
- 5GB Storage
- Google Sheet, Zapier Integration (1000+ apps),
-Machine learning based document analysis,
-Rich media drag-n-drop editor,
-Full access to Template Store

3) "Pro" - $15 per month
- everything in basic plus
-Unlimited users
-Unlimited documents
-15 active templates
-10 E-signs/month Free
-30GB Storage
-5 workflows
-Payment collection with Stripe
-Dedicated one-time onboarding
-Machine learning driven data extraction

3) "Pro plus" - $49 Per month -
- All Pro plan benefits plus
-50 active templates
-50 E-signs/month Free
-100GB Storage
-Native API Access
-Machine learning based form filling
-Dedicated one-time onboarding and training,
-25 workflows
Free Version
Free Trial

Reviews/Ratings

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

Reviews/Ratings

Overall 5.0 / 5
ease 5.0 / 5
features 4.0 / 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.

Pros & Cons from Real Users

Pros

  • It allows me to create quotations fast and error free! The main advantage of RevvSales is that it is an easy to use software with drag and drop quote building components. My friend has recommended this software to me, and it never disappointed me. I can easily collaborate with my teammates on quote financials and send the quote directly to my customers for their e-signature. I am quite happy that I can use the system as a document repository as well.

Cons

  • I wish they had integration to billing as well. I raised it with their team. They said they will come up with the same in the coming months.

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

Proposify
Founded: 2012
Canada
www.proposify.com

Company Information

Revv
Founded: 2018
United States
www.revv.so/

Alternatives

Alternatives

Foxit eSign

Foxit eSign

Foxit Software
Qotbild

Qotbild

Solenoid Augment Technologies
Sign.Plus

Sign.Plus

Alohi

Categories

Categories

Proposal Management Features

Automatic Formatting
Calendar Management
Collaboration
Contact Management
Content Repository
Document Management
Electronic Signature
Knowledge Library
Pipeline Management
Requirements Management
Revision Management
RFP Management
Task Management
Templates
Version Control

Proposal Management Features

Automatic Formatting
Calendar Management
Collaboration
Contact Management
Content Repository
Document Management
Electronic Signature
Knowledge Library
Pipeline Management
Requirements Management
Revision Management
RFP Management
Task Management
Templates
Version Control

Contract Management Features

Buy Side (Suppliers)
Completion Tracking
Compliance Tracking
Contract Lifecycle Management
Electronic Signature
Full Text Search
Government Contracts
Pre-built Templates
Sell Side (Customers)
Specialty Contracts
Version Control
Workflow Management

Digital Signature Features

Audit Trail
Authentication
Auto Reminders
Customizable Templates
Document Analytics
Mobile Signature
Multi-Party Signing
Progress Tracking
Task Progress Tracking

Document Management Features

Access Controls
Archiving & Retention
Collaboration Tools
Compliance Tracking
Document Archiving
Document Assembly
Document Capture
Document Conversion
Document Delivery
Document Indexing
Document Retention
Electronic Signature
Email Management
File Recovery
File Type Conversion
Forms Management
Full Text Search
Offline Access
Optical Character Recognition
Print Management
Version Control

Quoting Features

Automated Quoting
Catalog Management
Client Portal
Contact Management
Customer Accounts
Customizable Branding
Discount Management
Forms Creation
Pricing Management
Product Configurator
Proposal Management

Integrations

Pipedrive
Salesforce
Stackreaction
Stripe
Zapier
APIANT
Chargebee
Docusign
Harvest
HubSpot CRM
Insightly
Olark
OneSpan Authentication Servers
OneSpan Sign
QuickBooks Online
Raklet
Retently
Xero
Zendesk
servis.ai

Integrations

Pipedrive
Salesforce
Stackreaction
Stripe
Zapier
APIANT
Chargebee
Docusign
Harvest
HubSpot CRM
Insightly
Olark
OneSpan Authentication Servers
OneSpan Sign
QuickBooks Online
Raklet
Retently
Xero
Zendesk
servis.ai
Claim Proposify and update features and information
Claim Proposify and update features and information
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