March 4, 2019
Last updated on October 1, 2024

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State of Proposals 2025 Report
We’ve dug deep into our data and extracted the information that sales and marketing leaders can use to make their proposals better and boost their business.
Add customizable forms to your proposals and finally break free from time-consuming follow-ups. Now, clients can enter their own details directly into their Proposify proposal.
You nailed your proposal, blew your client away, and got everything signed without a hitch. Congratulations, you closed the deal! Now, it’s time for the fun part… THE ADMINISTRATIVE DETAILS.
I know. At this point you should be stretched out, with your feet on your desk, basking in the satisfying pop! fizz of some bubbly. Instead, you’re stuck pestering your client for their PO numbers, shipping address, phone numbers, and a bunch of other details.
Proposify’s latest update changes all of that.
Thanks to our new client input forms, you can now collect the exact details you need from clients, right as you close the deal.
These powerful custom text fields let clients enter their own information into their proposal, so you can get your deal moving as soon as it’s closed, and move on to chasing down your next big win.
Client input forms let clients type in almost anything, making them perfect for leaving feedback, entering project start dates, or providing any other vital deal details.
They’re also ideal for collecting all that extra information you need for your deal to move forward—things like preferred project start dates, additional contacts and their titles, product numbers, and more.
You can place them anywhere in your proposal, and make completing them either optional or mandatory. That means you’re always confident you’ll get your proposal back with the exact details you need.
You can add client input form fields to your next proposal in as little as 60 seconds.
To get started, head to the signatures menu in your proposal editor and drag the “input form” button into your proposal.
From there, it’s as simple as using the sidebar to type the question your client will see, assigning a signee to the form, and setting it to optional or mandatory.
The process is even easier for your clients.
Forms show up on your finished proposal the same way signatures do. When your client opens their proposal they’ll see a tab pointing to all the places they need to sign or enter information.
One click jumps them to the exact place their action is needed, and helpful prompts make the rest intuitive. It’s all designed to whisk them through as quickly and clearly as possible, so there’s no friction on the way to sign-off.
Client input forms free you from the frustrating back-and-forth that devours your time and chokes up your sales process. Now, you and your client can get down to business as soon as the deal is done.
Learn more about this powerful new tool by checking out our knowledge base. Or, find out how client input forms can revolutionize your sales process by adding them to your plan. Forms are available on select Proposify plans, so get in touch with one of our sales representatives today to discuss pricing.
BasicStart free trial |
TeamStart free trial |
BusinessBook a demo |
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Brand customization |
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Unlimited templates
All accounts allow unlimited templates. |
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Content library
Create and share templates, sections, and images that can be pulled into documents. |
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Embed images & videos
Images can be uploaded directly, videos can be embedded from external sources like YouTube, Vidyard, and Wistia |
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Custom domain
You can map your domain so prospects visit something like proposals.yourdomain.com and don't see "proposify" in the URL |
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Content authoring |
Basic | Team | Business |
Online signatures
All plans allow you to get documents legally e-signed |
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Interactive quoting
Allow prospects to alter the quantity or optional add-ons |
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Client input forms
Capture information from prospects by adding form inputs to your documents. |
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Document Sends
You can create unlimited documents but some plans limit how many you can send per month. |
5 sends per month |
Unlimited sending |
Unlimited sending |
Collaborator seats
Collaborators are users who only have access to specific proposals, and can edit or approve, but not create or send. |
1 collaborator included |
3 collaborators included |
5 collaborators included |
Visibility |
Basic | Team | Business |
Notifications & metrics
Get notified by email and see when prospects are viewing your document. |
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PDF export
Generate a PDF from any document that matches the digital version. |
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Reports
Get a full exportable table of all your documents with filtering. |
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Process & control |
Basic | Team | Business |
Payments
Connect your Stripe account and get paid in full or partially when your proposal gets signed. |
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Automations
Set up automations using pre-built connectors or customize using the workflow builder |
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Custom fields & variables
Create your own fields you can use internally that get replaced in custom variables within a document. |
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Integrations
All integrations except for Salesforce. |
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Auto reminders
You can automatically remind prospects who haven't yet opened your document in daily intervals. |
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Roles & permissions
Lock down what users can and can't do by role. Pages and individual page elements can be locked. |
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Approval workflows
Create conditions that if met will trigger an approval from a manager (by deal size and discount size). |
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Salesforce integration
Use our managed package and optionally SSO so reps work right within Salesforce |
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Single sign-on (SSO)
Our SSO works with identity providers like Salesforce, Okta, and Azure |
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Workspaces
Great for multi-unit businesses like franchises. Enables businesses to have completely separate instances that admins can manage. |
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API Access
Integrate with external systems, or enhance customization, our API provides the tools you need to succeed. |
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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. |
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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. |
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Success manager
Your own dedicated CSM who will onboard you and meet with you periodically to ensure you're getting maximum value from Proposify. |
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Premium integration support
Our team of experts can perform advanced troubleshooting and even set up zaps and automations to get the job done. |