Does your proposal workflow look like this?
Your sales team is wasting too much time hunting down the right content. Reps are fumbling around with copy/paste, formatting, and hacking together documents. Proposals are off-brand and inconsistent, but Sales can’t afford to wait for Marketing to design one for every deal. And the approval process is either non-existent or creates deal-killing bottlenecks.
Proposify is the proposal software that untangles your process and puts your team on the straight path to sales success.
Your Next Friction-Free, Closed:Won Happens Here.
Create on-brand templates that sales reps can reuse so all they have to do is customize the details for their next big deal.
Store all the content reps need in one location so snapping together a proposal takes minutes, not hours.
Empower reps to create proposals, contracts, and agreements directly in Salesforce and keep their data in sync.
Impress your prospects with a buyer experience that includes interactive pricing, videos, and live chat.
Get faster sign-off and make it easier for prospects to buy with our legally binding electronic signature tool and order forms.
Find out how prospects are interacting with proposals, which sections they looked at and for how long. This insight helps reps know when to reach out to close the deal.
“I wish I had known earlier how limiting our previous processes were - that Word documents were handcuffing us. There’s just so much more you can do with a proposal if you get out of the mindset of PDFs and spreadsheets. If you really look at all the capabilities of Proposify, you can do so much more than what you’re currently doing.”
Director of Marketing at Yellowstone Landscape
50 person sales team
Stop wrestling with multiple tools to create, send, track and e-sign sales documents. Proposify empowers your team to do it all.
“I’m not going back to Excel’s old fashioned ways, and I won’t be doing any proposals outside of Proposify now that I can create a contract in five minutes or less. From the beginning to when I hit send; it’s a lot faster and easier now that we’ve moved to the 21st century.”
Connect Proposify with all your favourite apps
When it comes to winning the battle for better business, you need a few good co-conspirators. Proposify integrates with some of the top business apps so you can improve your efficiency by syncing your CRM, invoicing, and project management tools. Import contacts, link deals, create projects, and generate invoices.