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Proposify Blog

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Product 5 min read May 15, 2025

Proposify 3 Is Here: The First Chapter of Your New Proposal Experience The day has finally arrived! After countless whiteboard sessions, development sprints, and nuclear-strength cups of coffee, the first phase of …

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Sales 10 min read May 13, 2025

How to Write a Marketing Proposal That Wins Clients A well-crafted marketing proposal can be the difference between winning a lucrative client and losing to the competition. Whether you're creating a …

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Sales 15 min read April 29, 2025

How Boost Your Close Rate with Effective Proposal Management In sales, every touchpoint with a prospect matters. From the first discovery call to the final proposal, each step should build momentum and …

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Sales 10 min read April 24, 2025

How to Generate New Leads for Your Sales Funnel, Fast You look at your sales pipeline and notice that it’s starting to dry up. Deals that were on the table have either closed or gone cold. If you don’t …

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Product 4 min read April 21, 2025

Proposify 3 Launches Next Month: Here's What To Expect I know we’ve been teasing and hinting at Proposify 3 for a long time, but after two and a half years of development (yes, really!), the first phase …

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Product 3 min read April 15, 2025

Introducing Proposify Collaborator Seats Great proposals rarely happen in isolation. Whether you're collaborating with your design team on visuals, getting sign-off from leadership, or …

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Sales 7 min read February 28, 2025

From Chaos to Close: Streamline Sales with Winning Proposal Templates Imagine trying to make the perfect pizza by throwing every possible topping onto a single pie. Sounds ridiculous, right? Yet this is exactly how many …

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Proposals 6 min read February 20, 2025

Proposal Best Practices: A Data-Driven Guide to Winning More Deals In today's marketplace, your proposal can make or break a deal. According to our latest State of Proposals Report analyzing over 1.3 million …

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	Basic Start free trial	Team Start free trial	Business Book a demo
Brand customization
Unlimited templates All accounts allow unlimited templates.
Content library Create and share templates, sections, and images that can be pulled into documents.
Embed images & videos Images can be uploaded directly, videos can be embedded from external sources like YouTube, Vidyard, and Wistia
Custom domain You can map your domain so prospects visit something like proposals.yourdomain.com and don't see "proposify" in the URL
Content authoring	Basic	Team	Business
Online signatures All plans allow you to get documents legally e-signed
Interactive quoting Allow prospects to alter the quantity or optional add-ons
Client input forms Capture information from prospects by adding form inputs to your documents.
Document Sends You can create unlimited documents but some plans limit how many you can send per month. info	5 sends / mo	Unlimited	Unlimited
Collaborator seats Collaborators are users who only have access to specific proposals, and can edit or approve, but not create or send. info	1 collab seat included	3 collab seats included	5 collab seats included
Visibility	Basic	Team	Business
Notifications & metrics Get notified by email and see when prospects are viewing your document.
PDF export Generate a PDF from any document that matches the digital version.
Reports Get a full exportable table of all your documents with filtering.
Integrations & API	Basic	Team	Business
Payments Connect your Stripe account and get paid in full or partially when your proposal gets signed.
Integrations Integrate with popular CRMs, invoicing, and project management tools.
Automations Set up automations using pre-built connectors or customize using the workflow builder
Single sign-on (SSO) Our SSO works with identity providers like Salesforce, Okta, and Azure
Salesforce integration Use our managed package and optionally SSO so reps work right within Salesforce			$9/user/mo
Aspire integration Import contacts and field data from Aspire into documents in Proposify			$9/user/mo
Process & control	Basic	Team	Business
Custom fields & variables Create your own fields you can use internally that get replaced in custom variables within a document.
Auto reminders You can automatically remind prospects who haven't yet opened your document in daily intervals.
Roles & permissions Lock down what users can and can't do by role. Pages and individual page elements can be locked.
Approval workflows Create conditions that if met will trigger an approval from a manager (by deal size and discount size).
Workspaces Great for multi-unit businesses like franchises. Enables businesses to have completely separate instances that admins can manage.
API Access Integrate with external systems, or enhance customization, our API provides the tools you need to succeed.
Customer Success	Basic	Team	Business
Email & chat support Our team is here to provide their fabulous support Monday - Thursday 8 AM - 8 PM EST and on Fridays 8 AM - 4 PM EST.
Phone & Zoom support Sometimes the written word isn't enough and our team will hop on a call to show you how to accomplish something in Proposify.
Success manager Your own dedicated CSM who will onboard you and meet with you periodically to ensure you're getting maximum value from Proposify.
Premium integration support Our team of experts can perform advanced troubleshooting and even set up zaps and automations to get the job done.
Custom template design Our in-house designers will design an on-brand, professional proposal template to your satisfaction. info	Learn more	Learn more	Learn more

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