Proposify logo Proposify logo
  • Product
    • Product OverviewGet a complete view of Proposify's proposal management platform and capabilities.
    • Automate Your WorkflowsStreamline your document workflow with templates, AI, automation, and team collaboration tools.
    • Create and sendBuild beautiful, branded proposals and quotes with our intuitive drag-and-drop editor.
    • IntegrationsConnect Proposify seamlessly with your existing CRM and business tools.
    • Track and CloseMonitor proposal engagement and accelerate your sales cycle with real-time insights.
    • APIBuild custom integrations and extend Proposify's functionality with our developer resources.
  • Solutions
    • USE CASES
      • Proposals
      • Quotes
      • eSignatures
      • Contracts
    • INDUSTRIES
      • Consultants
      • Landscaping
      • Janitorial
      • Construction
      • See more >
    • ROLES
      • Sales
      • Marketing
      • Operations
    • How Fern Grew Revenue 200% with Proposify
      How Fern Grew Revenue 200% with Proposify
    • How Proposify Removed the Barriers to this Consulting Firm’s Growth
      How Proposify Removed the Barriers to this Consulting Firm’s Growth
    • How Proposify helped EverLine increase their close rates dramatically and tailor follow-ups for 59 franchises
      How Proposify helped EverLine increase their close rates dramatically and tailor follow-ups for 59 franchises
  • Templates
  • Pricing
  • Resources
    • LEARN
      • Case Studies
      • Demo Center
      • Webinars
      • Blog
      • Videos
      • Newsletter
      • See more >
    • SUPPORT
      • Knowledge base
      • Getting started guide
      • Product updates
      • Security
      • Professional Services
      • Refer a friend
      • Contact support
    Image{width=238,height=87,url='https://5261428.fs1.hubspotusercontent-na1.net/hubfs/5261428/Menu%20Icons%20New/logo.svg',altText='logo',fileId=193110358456}

    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.

    Read more
  • Log in
  • Book a demo
  • Sign Up Free
  • Product
    • Product OverviewGet a complete view of Proposify's proposal management platform and capabilities.
    • Automate Your WorkflowsStreamline your document workflow with templates, AI, automation, and team collaboration tools.
    • Create and sendBuild beautiful, branded proposals and quotes with our intuitive drag-and-drop editor.
    • IntegrationsConnect Proposify seamlessly with your existing CRM and business tools.
    • Track and CloseMonitor proposal engagement and accelerate your sales cycle with real-time insights.
    • APIBuild custom integrations and extend Proposify's functionality with our developer resources.
  • Solutions
    • USE CASES
      • Proposals
      • Quotes
      • eSignatures
      • Contracts
    • INDUSTRIES
      • Consultants
      • Landscaping
      • Janitorial
      • Construction
      • See more >
    • ROLES
      • Sales
      • Marketing
      • Operations
  • Templates
  • Pricing
  • Resources
    • LEARN
      • Case Studies
      • Demo Center
      • Webinars
      • Blog
      • Videos
      • Newsletter
      • See more >
    • SUPPORT
      • Knowledge base
      • Getting started guide
      • Product updates
      • Security
      • Professional Services
      • Refer a friend
      • Contact support
  • Log in
  • Book a demo
  • Sign Up Free
Proposify Blog
    • Sales
    • Proposals
    • Business
    • Tools
    • Product
    • Marketing
  • Tools
4 min read

4 Tips That Will Make Any Proposal More Likely to Close

July 12, 2022
Dayana Mayfield Dayana Mayfield
  • Share
  • Share
  • Tweet
  • Copy

    You’ve based your recommendations on your client discovery process. You’ve added all the essential sections to your proposal. You’re ready to hit send on the proposal and hope it will close.

    But what if there were just a few simple tweaks you could do to make sure to increase the chances that it will close?

    We researched over 1 million proposals that were sent with our software last year to discover what great closers do before and after they hit send.

    Below, we’ve pulled out some of the best tips from this research to help you in the final stretch.

    Get all of our research. We’ve included dozens of simple, data-driven proposal tips in The 2022 State of Proposals.

    Add esignatures to your proposals

    From our research into what makes proposals more likely to close, we found that the element that will boost your closing rate the most is adding esignatures. Proposals with esignatures (assigned to both an internal signee and a client) have a whopping 426% higher acceptance rate than proposals that don’t include esignatures (and that only rely on the “Accept” button).

    What’s more, esignatures also improve the speed of closing, so be sure to add an esignature for yourself and your client for every single proposal you send. This quick action is so worth it.

    Proposals with e-signatures close 35% faster compared to proposals without.

    You can easily add esignatures to any proposal with Proposify. Include as many signers as is necessary.

    Add esignatures to any proposal with Proposify.

    If you want clients to only have to sign one doc with one software, you can add your contract into your proposal right before the signature section.

    This proposal template has a 6-page contract (with the statement of work and master services agreement) included before the signature page:

    A proposal template with a 6-page contract included before the signature page.

    By adding esignatures, you not only increase your closing rate, but you also consolidate your work and save time.

    Sign your proposals before you send them

    It’s always great when you discover a super simple way to close more deals. We found that if you sign your proposals before you send them, you’re likelihood of closing that project goes up by 36.8%.

    So make sure to sign your proposal right away, so that when your client opens it, they already see your signature there, like this pre-signed example using our architecture proposal template.

    A  pre-signed proposal using Proposify's architecture proposal template.

    Proposify always delivers an email to all signers (including you) when a proposal is sent, so you’ll immediately see the proposal in your email inbox and you can quickly sign it before your client opens it.

    Allow clients to dynamically select pricing options

    Dynamic pricing can improve closing rates. We found that proposals with fee tables have a 35.8% higher closing rate. A fee table could be a selection of different package options, with a description of what’s included in each one. You could then allow the client to select the option they want with a click of a button.


    Proposals with optional rows have an 18.5% higher close rate, so consider what add-ons you can include. For example, our website proposal template includes optional recommended services that the client can tack on to the project.

    A website proposal template with optional recommended services that the client can tack on to the project.

    When you use Proposify, clients can select the quantities and options that fit their needs and the amount will automatically retally the project total. Then, they can sign off on the amount they want without having to ask you to edit the proposal.

    Be willing to negotiate

    Although dynamic pricing can increase closing rates and speeds, some negotiation is often necessary. Instead of discounting or lowering your price, you may need to adjust the project in order to fit within the client’s expectations. Or, a client might decide that they love your proposal so much that they want additional work to the same project.

    Whatever the reason, negotiations and revisions aren’t a bad thing. On the contrary, they actually increase the likelihood that your proposal will close. This is a good listen on the topic of negotiation.

    We found that proposals are more likely to close the more times they are revised—up to three revisions, after which the benefits start to drop off.

    Statistics showing how the number of revisions can influence a proposal's close rate.

    So whenever you send a proposal, be sure to set up automated follow-ups asking if they have any comments. And be prepared to adjust the proposal according to their request quickly so you can close the deal.

    From adding esignatures to offering pricing options to revising deals ASAP, there are so many simple things you can do to dramatically improve your proposal batting average.

    We have a lot more data-driven proposal tips to share, so be sure to download The 2022 State of Proposals.

    Dayana Mayfield
    Dayana Mayfield

    Dayana Mayfield is a B2B SaaS copywriter who believes in the power of content marketing and a good smoothie. She lives in Northern California. Connect with her on LinkedIn here: linkedin.com/in/dayanamayfield/

    Subscribe via Email

    Related Posts

    Winning Proposal Structure Tips (What The Research Says)
    Tools 5 min read June 21, 2022
    Winning Proposal Structure Tips (What The Research Says) We have the data on what actually improves the chances of a business proposal being accepted.
    Read Post
    7 Essential Tips for Expert Proposal Follow-ups
    Tools 5 min read July 05, 2022
    7 Essential Tips for Expert Proposal Follow-ups Follow-ups are a normal part of sending proposals. But wouldn’t it be better if clients just said “yes” straight away?
    Read Post
    Proposify logo
    • Platform
      • Proposal Automation
      • Quoting
      • Contract Management
      • E-Signatures & Forms
      • Integrations
      • API
      • Security
      • Our Professional Services
    • Solutions
      • Sales
      • Marketing
      • IT/Operations
    • Compare
      • PandaDoc
      • DocuSign
      • Qwilr
      • Better Proposals
      • Conga
    • Resources
      • Blog
      • Templates
      • Webinars
      • Books & Guides
      • Knowledge Base
      • AI Proposal Generator
    • Company
      • About
      • Diversity
      • Careers
      • Customers
    ©2025 Proposify Inc. All rights reserved.
    • Contact Us
    • Privacy Policy
    • Terms & Conditions
    • Status
    • LinkedIn
    • Facebook
    • Instagram

    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.

    info
    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

    Subscribe via email