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Proposify

Paid

Create customizable proposals, track status with analytics, streamline with eSignatures and payments.

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Proposify
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About Proposify

Proposify is an all-in-one proposal management system designed to help businesses save time and close more deals. It offers an intuitive platform that makes it easy to create, collaborate on, and send professional proposals. With Proposify, you can design custom proposals, include branded content and visuals, track the status of your proposals, and get notifications when they’re viewed.The platform also includes customizable templates, automatic pricing calculations, and powerful analytics to help you get insights into your proposal performance. You can even add eSignatures and payment processing to streamline the proposal process. Plus, the system is secure, reliable, and easy to use, so you can focus on what matters most: closing deals and growing your business. With Proposify, you get the tools you need to create winning proposals and close more deals.

Key Features

Create proposals quickly and efficiently with Proposify’s customizable templates.
Utilize powerful analytics to track the status of your proposals.
Streamline the proposal process with eSignatures and payment processing.

Pros & Cons

Pros
  • Customers report 2x the industry average close rate.
  • Average proposal creation time of 17 minutes.
  • 43% of proposals are won within 24 hours of opening.
  • Professional drag-and-drop editor requires no design skills.
  • AI writing feature speeds up content generation and refinement.
  • Seamless CRM integration reduces data entry errors and ensures consistency.
  • E-signatures speed up signing process 3x faster than print/scan.
  • Real-time analytics provide insights into prospect behavior.
Cons
  • Pricing is per user per month, which may be costly for larger teams.
  • Monthly send limits on all plans may require overage fees for high-volume users.
  • Free trial requires sign-up with no credit card, but no permanent free tier available.
  • Advanced features like API access, SSO, and multiple workspaces are only on the Business plan.
  • Interactive quoting and AI writing may have learning curves for new users.

Best For

Create proposals quickly and efficiently with Proposify’s customizable templates.Utilize powerful analytics to track the status of your proposals.Streamline the proposal process with eSignatures and payment processing.

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FAQ

What are the pricing plans for Proposify?
Proposify offers three plans: Basic ($19/user/mo annually or $29/mo monthly) for individuals and small teams, Team ($41/user/mo annually or $49/mo quarterly) for growing teams, and Business (custom pricing, starts at $3,900/year) for organizations needing control and scale. Each plan has monthly send limits: Basic 10, Team 30, Business 75+, with overage fees per additional send.
Does Proposify integrate with my CRM?
Yes, Proposify integrates with popular CRMs like Salesforce, HubSpot, and others. It pulls data directly from your CRM to populate proposals, reducing manual entry and errors. Team and Business plans include integrations and automations; Business also supports SSO via Okta, Azure, and Salesforce.
How does the AI writing feature work?
Proposify includes an embedded AI widget that can prompt, write, refine, fix spelling and grammar, condense, and more. It helps users draft and improve proposal content quickly.
Can I track when a prospect views my proposal?
Yes, Proposify provides real-time document tracking. You get notified by email when a prospect opens the proposal and can see detailed analytics on the time spent on each section, allowing you to tailor follow-ups.
Are eSignatures included?
All Proposify plans include eSignatures, allowing you to send documents for legally binding signature. Prospects can sign from any device, speeding up the closing process.