Does your current proposal workflow look like this?
Stop messing around. It’s closing time.
Proposify helps you build a predictable, scalable closing process that keeps your brand, content, and deals safe from the hot mess express. Build winning proposals, agreements, and contracts with a smoother ride to the finish line.
Become a closing control freak.
Inconsistency across your sales documents in messaging, pricing, brand, approvals, and workflow can mean costly mistakes, unprofessional first impressions, and jeopardized deals. Proposify gives you the control you need to ensure consistency all the way to your ideal close.
Take control of the close
- Save your pre-approved templates and content in a central organized library.
- Set the parameters needed to meet unique user roles and permissions.
- Ensure deals are going out with the proper sign-off by defining your approval workflow.
- Sync data, set variables, and keep your opportunities in order by integrating your CRM.
- Perfect your deal design and put the controls in place to keep it that way.
Meet your closing crystal ball.
Proposify removes the black box around your closing phase and lets you see what happens once a proposal is sent. Track all your deals and gain key insights so you can build confidence throughout the process.
Seeing is believing
- Get the prospect play-by-play on your deals with metrics and a live activity feed.
- Understand what is happening in the pipeline with a deal dashboard and start accurately forecasting and removing bottlenecks.
- Know the exact moment to engage and reignite the conversation with your prospect by getting notified of their interactions.
- Sync your tech stack so you have consistent and accurate data across your platforms.
Proposals created worldwide in the last 30 days with Proposify.
The median time to create and send a proposal to a prospect.
Sales Director of Orlo
“With Proposify our team took to it like ducks to water. It was very straightforward, and it’s easy to assign permissions. I’ve got full control over what they can do, can’t do, what they can see and what they can’t."Read Their Story
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. Import contacts, link deals, create projects, and generate invoices.View all Integrations