Audience
Proposify supports sales professionals, wanting to create beautiful and customized proposals efficiently.
About Proposify
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.
Other Popular Alternatives & Related Software
DocSales
DocSales is an award winning B2B SaaS platform that allows you to generate proposals and contracts through your CRM of choice with zero clicks (and zero effort).
Our built in eSigning platform helps sales reps close deals faster by processing payments when a customer eSigns the document.
Create quotes, proposals and contracts with ZERO CLICK. Just drag the opportunity card from your CRM to the Sales Documents. That's it!
It works with major CRMs (SalesForce, Close.com, Hubspot, Pipedrive).
DocSales:
(1) Uses Google Docs as Document Template + Data from CRM opportunity.
(2) Prepare the document and send it to your customer to eSign it (DocSales eSign or Docusign)
(3) Charge your customer when they sign the document.
Learn more about DocSales
RocketDocs
From creating and responding to RFPs, RFIs and Questionnaires to assembling and configuring Proposals, Contracts and Sales Collateral, our platform of solutions makes it easier than ever to share, collaborate and create winning responses. We’ve thought of everything when it comes to our platform’s tools and features including scalability, personalization and workflow. Our core features include custom workflows, real time tracking, and capability for unlimited projects. To top it all off, our core features are included in all of our solution offerings, so you always have access to world-class functions that help you work at top speed and efficiency.
Learn more about RocketDocs
XaitPorter
XaitPorter is the benchmark team co-authoring and document automation software solution. Ideal for complex tenders, proposals, reports and other high-impact, high-value documents. Implemented by major corporations around the world.
XaitPorter is a cloud-based solution that provides complete control over the document production. The functionality includes built-in workflow, easy reuse of content and automatic formatting, layout and numbering.
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PandaDoc
PandaDoc empowers more than 50,000+ growing organizations to thrive by taking the work out of document workflow. PandaDoc provides an all-in-one document automation platform that helps fast scaling teams accelerate the ability to create, manage, and sign digital documents including agreements, proposals, quotes, contracts, and more. Powerful, integrated, and secure, PandaDoc enables business users to create and send personalized documents for electronic signing in under 4 minutes. The five main use cases of PandaDoc are:
- Proposals
- Quotes
- Contracts
- eSignatures
- Forms.
PandaDoc seamlessly integrates with the existing software you use, like CRM, payment gateway, cloud storage. We support the tools highly effective teams use, like Zoom, Canva, Monday, HubSpot, and SalesForce. Moreover, our robust API and Zapier integration could connect PandaDoc with any custom software you may use.
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Pricing
Starting Price:
$35/month
Pricing Details:
- 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
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 Trial:
Free Trial available.
Integrations
Company Information
Proposify
Founded: 2012
Canada
www.proposify.com
Videos and Screen Captures
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Product Details
Platforms Supported
Cloud
Training
Documentation
Live Online
Support
Phone Support
Online
Proposify Frequently Asked Questions
Q: What kinds of users and organization types does Proposify work with?
Proposify works with these users and organization types: Mid Size Business, Small Business, Enterprise, and Startup.
Q: What languages does Proposify support in their product?
Proposify supports these languages: English.
Q: What kind of support options does Proposify offer?
Proposify offers support via phone support and online.
Q: What other applications or services does Proposify integrate with?
Proposify integrates with: AccessOwl, APIANT, Basecamp, Formstack Documents, FreshBooks, Harvest, HubSpot CRM, HubSpot Customer Platform, HubSpot Marketing Hub, Insightly, Keap, Olark, Pipedrive, Podio, QuickBooks Online, Raklet, Retently, Salesforce, servis.ai, Stackreaction, Stripe, Wufoo, Xero, Zapier, and Zoho Books.
Q: What type of training does Proposify provide?
Proposify provides training in the form of documentation and live online.
Q: Does Proposify offer a free trial?
Yes, Proposify offers a free trial.
Q: How much does Proposify cost?
Pricing for Proposify starts at $35/month.
Q: What pricing for support is available for Proposify?
Proposify offers support included with purchase.
Q: What pricing for training is available for Proposify?
Proposify offers training additional fee / premium available.
Proposify Product Features
Proposal Management
Automatic Formatting
Supported
Collaboration
Supported
Contact Management
Supported
Content Repository
Supported
Document Management
Supported
Electronic Signature
Supported
Knowledge Library
Supported
Pipeline Management
Supported
Revision Management
Supported
Templates
Supported
Version Control
Supported
Calendar Management
Not Supported
RFP Management
Not Supported
Requirements Management
Not Supported
Task Management
Not Supported
Proposify Additional Categories
Proposify Verified User Reviews
Write a Review-
Probability You Would Recommend? 10 out of 10
"Clean and works" 5 out of 5 stars Posted 2020-05-05
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.
Overall: Overall it's a good software for any sales professional to use when pitching you customers and clients.
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