Proposify logo Proposify logo
  • Product
    • Product OverviewProposify is the all-in-one platform that makes every deal a closed deal.
    • IntegrationsChoose from hundreds of third-party tools to connect with
    • Document AutomationAccelerate your sales cycle by sending professional, on-brand documents.
    • Interactive QuotesCreate interactive and error-free quotes that will quickly seal the deal.
    • Contract ManagementMark up and sign on any type of contracts, quotes, and agreements.
    • E-Signatures & PaymentsGet all your sales documents legally locked down right within Proposify.
  • Solutions
    • Roles
      • Sales
      • Marketing
      • IT/Operations
    • Industries
      • Agencies and Consulting
      • IT and Software
      • Landscaping and Janitorial
      • Construction and Restoration

    Want help from the experts?

    We offer bespoke training and custom template design to get you up and running faster.

    Learn more
  • Templates
  • Pricing
  • Resources
    • LEARN
    • Case Studies
    • Self-Guided Tour
    • Webinars
    • Blog
    • Newsletter
    • SUPPORT
    • Help Center
    • Getting Started
    • Product updates
    • API Docs
    • Refer a Friend

    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 the Report
  • Log in
  • Book a demo
  • Sign Up Free
  • Product
    • Product OverviewProposify is the all-in-one platform that makes every deal a closed deal.
    • IntegrationsChoose from hundreds of third-party tools to connect with
    • Document AutomationAccelerate your sales cycle by sending professional, on-brand documents.
    • Interactive QuotesCreate interactive and error-free quotes that will quickly seal the deal.
    • Contract ManagementMark up and sign on any type of contracts, quotes, and agreements.
    • E-Signatures & PaymentsGet all your sales documents legally locked down right within Proposify.
  • Solutions
    • Roles
      • Sales
      • Marketing
      • IT/Operations
    • Industries
      • Agencies and Consulting
      • IT and Software
      • Landscaping and Janitorial
      • Construction and Restoration
  • Templates
  • Pricing
  • Resources
    • LEARN
    • Case Studies
    • Self-Guided Tour
    • Webinars
    • Blog
    • Newsletter
    • SUPPORT
    • Help Center
    • Getting Started
    • Product updates
    • API Docs
    • Refer a Friend
  • Log in
  • Book a demo
  • Sign Up Free
Proposify Blog
    • Sales
    • Proposals
    • Business
    • Tools
    • Product
    • Marketing
  • Product
10 min read

Proposify 2 Announcement

April 10, 2018
Last updated on October 1, 2024
Kyle Racki Kyle Racki CEO & Co-Founder
  • Share
  • Share
  • Tweet
  • Copy

    For more than a year, our team has been grinding away, building the next evolution of Proposify. It’s fast, smooth, and easier to use, plus it comes loaded with some cool new features to celebrate. We can’t wait for you to try it.

     

     

    You may have been wondering what we’ve been up to here at Proposify, and I can tell you we’ve been busy Canadian beavers.

    Our razor-sharp team took everything that was awesome about Proposify, innovated where we needed improvements, added an entirely new engine, and built the all-new Proposify 2 from the ground up. It’s faster, easier-to-use, more scalable, and it comes packed with a few new features, with more planned to launch later this year.

    Proposify 2 is a completely separate product from the existing Proposify (1.0). If you’re already a Proposify customer, you won’t have to pay extra to get the new version, but your data will need to be migrated over.

    In the beginning, you can choose when you want to migrate, but eventually everyone’s account will be moved to Proposify 2 (we’ll let you know when that time comes).

    Read on to learn more about why Proposify 2 is such a big deal and to get answers to your questions before you make the switch.

    A beautifully simpler editing experience

    We love feedback from our customers; when they talk, we listen.

    One of the most consistent pieces of feedback we’ve heard over the years is that our editor can sometimes be clunky and hard to use.

    Easily creating well-designed proposals is an important part of why Proposify exists and one of our biggest value propositions, so if people find editing difficult, that’s a problem.

    While it’s extremely difficult to make an editor that everyone loves universally, that hasn’t stopped us from trying. We set out to design a simpler editing experience that’s on par with Medium, Canva, and Apple Pages.

    Contextual properties

    Borrowing from Pages, the new editor has a contextual sidebar, so instead of hiding properties like font size or shape colour behind right clicks and modal windows, everything now appears in context. If you click on a text box, you see the properties for text boxes. If you click on an image, you see the properties for images, right there.

     

    If you’re editing a pricing table row, everything you need to customize the table appears in the contextual menu. Tables are much more flexible than before—and we plan to make them even more flexible—so you can add tiered pricing, have line-item discounts, and more.

    We’re even working on the ability to apply Photoshop-style filters to images and allow cropping. There’s a ton of other improvements you’ll eventually start seeing in the editor so stay tuned; this is just the beginning!

    Dependable text editing and pasting

    Building a bug-free text editor is HARD. We could dedicate our entire development team to just working on our text editor, and it still wouldn’t be perfect.

    Thankfully, someone else has already done the hard work for us. With Proposify 2 we are switching our text editor to use an off-the-shelf WYSIWYG editor from the team at Froala.

    Instead of trying to reinvent the wheel, or wrestle with paste-from-Word bugs, we wanted to use our development resources to build a better sales and proposal app.

    Froala allows us to do that. Their text editor is very solid, used by some of the biggest brands in the world. They’ve made it easy for us to extend what they’ve done, building plugins on top of Froala. The benefit to you? A more dependable, less buggy text editing experience.

    Outside of the editor, you’ll see a more polished interface everywhere in Proposify 2, from managing templates to viewing metrics. The entire product looks and feels better.

    A more solid, scalable tech infrastructure

    In addition to a new and improved user interface, the code that powers Proposify has also had an overhaul.

    Jonathan Down, our CTO, wanted to use a modern Javascript framework like Ember or Angular, but doing so would require rewriting the entire product from scratch, including our server-side and database.

    As a product company, we want to keep moving forward. So instead, Jonathan went with a more iterative approach, essentially creating his own JS framework he calls Cinder.

    The benefits of using this framework are massive:

    Speed

    Using the new HTML5 API, local storage, session storage, and client-side templating, enables sending/receiving requests to the server 2 to 3 times faster. Proposify 2 feels smoother; more like using a native app and less like a website.

    Scalability

    The new technology we’re using for Proposify 2 allows us to build a foundation to make even more improvements in the future. We’re using a responsive CSS framework (Bootstrap), and eventually, our editor will be mobile-friendly and touch-screen compatible — you’ll be able to make edits to your proposals on the go using your phone or tablet.

    Proper templating means we can build new features faster, cutting down on development time, and eventually localize the app so that in the future we can offer the product in multiple languages.

    There’s a lot more on the technical side I could talk about, but the bottom line is: Proposify 2 is built for the future to allow many thousands of new customers while keeping the app fast, stable, and secure for everybody.

    Automate your proposal process using custom fields and variables

    This has been on our list of customer suggestions for years, but for one reason or another, it’s never been at the top of our priority list. Over time, the feedback became deafening so we decided the first big feature of Proposify 2 would be custom fields and variables.

    What are they you may ask?

    By default Proposify allows you to enter proposal details like the proposal name, due date, and client contact information, but many people want to add their own fields and then have those fields auto-populate their proposal without needing to manually enter it all in the editor.

    Now with custom fields, you can do just that!

    Custom Fields & Variables

    First, you set up your custom field and decide where it will appear in Proposify (like client fields, proposal settings, etc.).

     

    Then when creating a proposal you, or someone on your team, enter the data into the form field.

    And in your Ember or proposal templates, you can pull in the variable into your content so it will auto-populate within the proposal.

    You’ll also notice the slick new way of adding variables; simply type the # key, and it will bring up a searchable menu. (mind blown, right?)

    We plan to make it so this works with your integrations, too: custom fields in your CRM are automatically pushed into your custom Proposify fields, which populate your proposal.

    This is the foundation for truly automating your sales process. In time we’ll make it so a lead can fill out a form on your website of what they need and then Proposify creates a proposal ready for you to review.

    Learn more about custom fields in the knowledge base article.

    New Freshbooks and Basecamp 3 integrations

    In Proposify 2 we offer the ability to integrate with the newer versions of Freshbooks and Basecamp!

    Improvements for managers of large sales teams

    We’ve also upgraded the experience for managers of larger teams in Proposify 2:

    1. Tailored permissions - For our larger customers who have a lot of teams and permissions, we’ve made it easier to manage so that when a team creates a template, proposal, or section in the content library, the default is to automatically lock it from other teams. No more needing to go in as an admin and manually hide each one.

    2. Images and snippets now have permissions so you can lock those down along with your other content as needed.

    3. In the content library you can select multiple pieces of content (section, images, etc.) and mass set permissions. Again, no more going in and manually setting each one.

    4. Admins can grant team members access to see content outside of their team by using the new Roles option.

    Proposify 2 common questions

    When do I need to switch over?

    For now, you can switch over to Proposify 2 as soon as you want. If you log into your account now, you’ll see a “Switch to Proposify 2” button. After some time passes if you haven’t migrated your account we’ll do it for you, but we’ll let you know beforehand. We are no longer supporting Proposify 1 in terms of features or bug fixes.

    How long does it take to switch over to 2?

    It depends on how big your account is - accounts with a lot of proposals and/or very long, complex proposals will take longer, so it could range anywhere from a few minutes to a couple of hours. On average expect about 10-20 minutes.

    Will I be able to still use Proposify while it’s migrating over to 2?

    When you first opt in you’ll be in a queue awaiting migration, and during this waiting period you’ll still be able to use Proposify. Once the migration begins you will be locked out, and proposals will be visible to clients, but they won’t be able to accept them. It might be better to wait to make the switch over at a time you don’t think your clients will be viewing your proposal, like on the weekend or in the evenings.

    Will I need to do anything after migrating to Proposify 2?

    Yes, you’ll need to do two things after your account is migrated:

    First, if you use a custom domain, you’ll need to go into your web hosting admin and go through the process of adding it again, but to app.proposify.com (no more .biz). This article walks through how to do it.

    Secondly, if you integrate Proposify with Harvest, Zoho, Hubspot, or Zapier, you’ll to reconnect them after the migration is complete. This action shouldn’t take more than 10 minutes, and you won’t lose any information.

    Can I go back to 1 if I don’t like 2?

    Sorry, no. Proposify 2 is the future, it’s where all of our efforts are now focused. If there’s something you don’t like about it, let us know, and we’ll work to improve it. Based on beta feedback, Proposify 2 is much better than 1!

    What’s next for Proposify?

    During the last year, we’ve been really heads down, quietly growing and improving Proposify across the board. Proposify 2 is a huge part of that effort (admittedly we’re pretty proud of the results), and we’ve also been expanding the team by bringing in talented, skilled, driven people who want to contribute to the growth of a dynamic SaaS company.

    The other exciting thing we’ve been working on behind the scenes is closing our Series A round of funding. This significant investment is a big deal for all of us at Proposify. Porsches for everyone! (KIDDING)

    In all seriousness, it means we can go from boot-strapped business to really take some big leaps forward with the company. We’ll be using the investment money to continue improving and innovating the product, growing our team, and new product development. So stay tuned because big things are happening around here.

    As always, we love hearing from our customers, and your feedback is invaluable. Our product is going exciting places based on that feedback, and I think you’re going to love where we’re headed.

    As a sneak peek, we’re working on an Android app, tighter Salesforce and Hubspot integrations, better responsive mobile previews, flexible fees and pricing tables, more collaborative features, and a whole lot more. I can’t wait to announce new features as we release them.

    Thanks for coming with us on this journey, and I can’t wait to hear what you think of Proposify 2 :)

    Kyle Racki
    Kyle Racki

    Co-founder and CEO of Proposify, and co-host of the Levership podcast. Outside of Proposify, he plays in the band Club Sunday, who put out their first LP in 2023 and enjoy playing live shows every chance they get. Follow him on LinkedIn.

    Subscribe via Email

    Related Posts

    Say Hello to Podio (& Template Signatures)
    Product 1 min read March 11, 2016
    Say Hello to Podio (& Template Signatures) In our never-ending quest to perfect Proposify, we’ve added an exciting new integration, we responded to feedback about signatures, and we’re giving …
    Read Post
    Introducing Proposify’s New Android App!
    Product 1 min read September 18, 2018
    Introducing Proposify’s New Android App! Hey Android users, we know you’ve been patiently waiting for us to release an app just for you. Well, today’s the big day. Now you can monitor your …
    Read Post
    Proposify logo
    • Platform
      • Proposal Automation
      • Quoting
      • Contract Management
      • E-Signatures & Forms
      • Integrations
      • API
      • Security
      • Our Professional Services
    • Solutions
      • Sales
      • Marketing
      • IT/Operations
    • 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.

    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