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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

There is a better way than an attachment or a shared drive to send your key, strategic documents! Simplify file creation and sharing (contracts, quotes etc.) - Avoid sending tedious emails and attachments to your contacts and ensure the secure delivery of your most sensitive documents. Send and share all your documents with your contacts from one centralised, shared, organised space. Add, delete and replace documents in a few clicks and make the relationship with your customers, prospects and partners seamless. With our lead scoring based on a predictive machine learning algorithm, you can instantly qualify your contacts and gauge their level of interest. Use Tilkee's lead scoring to trigger the next best possible step (automatated or manual), and improve your operational efficiency and profitability.

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

Proposal Management solution for individuals

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

$19 per user per month
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 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:

Review this Software

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
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

Proposify
Founded: 2012
Canada
www.proposify.com

Company Information

Tilkee
Founded: 2013
France
www.tilkee.com

Alternatives

Alternatives

Attach

Attach

Cirrus Insight

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

Integrations

HubSpot Marketing Hub
Salesforce
Wufoo
Zapier
Adobe Marketo Engage
Basecamp
Harvest
HubSpot CRM
HubSpot Customer Platform
Insightly
Microsoft Outlook
Oracle CRM On Demand
Pipedrive
QuickBooks Online
Raklet
Retently
Salesforce Agentforce Marketing
Stackreaction
Stripe
servis.ai

Integrations

HubSpot Marketing Hub
Salesforce
Wufoo
Zapier
Adobe Marketo Engage
Basecamp
Harvest
HubSpot CRM
HubSpot Customer Platform
Insightly
Microsoft Outlook
Oracle CRM On Demand
Pipedrive
QuickBooks Online
Raklet
Retently
Salesforce Agentforce Marketing
Stackreaction
Stripe
servis.ai
Claim Proposify and update features and information
Claim Proposify and update features and information
Claim Tilkee and update features and information
Claim Tilkee and update features and information