Product

2 min read

New Feature Alert! Get Paid Faster with Stripe

August 14, 2017

Say goodbye to cash flow woes. Introducing the new Proposify/Stripe payment integration! Now your clients can pay as soon as they sign your proposal. Shake your money maker.

Proposify is all about streamlining your sales process. We help you create proposals faster, we help you get client sign-off faster, and now, we help you get paid faster!

Thanks to our newest integration, when you connect your Stripe account to your Proposify account, you can request payment from your clients right in the proposal. Get paid, TODAY.

How it works

Once you connect your Stripe and Proposify accounts, you can set a payment default. This allows you to request payment for a specific percentage across all new proposals. So, if your payment policy is that clients need to pay 50% upfront, you can set the default payment to always request 50% of whatever the total project proposal is.

If you prefer to set different payment amounts for each individual proposal, you can do that, too. You can also edit existing proposal settings to enable payments, so even if a proposal has already been sent to your client, you can still add the Stripe payment to it.

Once your client has signed the proposal, they will be prompted to make the specified payment amount right then and there. Making a Stripe payment is quick and easy for clients - all they need to do is enter their credit card details.

If your client decides that they don’t want to pay right then, you can always send the proposal later as a friendly reminder.

If you have international clients, Stripe supports 135 currencies so you can collect payments from around the world.

Let’s get this payment party started

If you already have a Stripe account, follow these instructions to connect it to your Proposify account. Please note that not all plans include Stripe. If you’re not already a Stripe customer, you can create a new account with Stripe and then connect it to Proposify. Stripe is free to sign up.

Now, get out there and wheel some deals! It might be summer, but (iced) coffee is still for closers.

Ricky Ferris

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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
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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.
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Automations Set up automations using pre-built connectors or customize using the workflow builder
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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

How it works

Let’s get this payment party started

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Business

Brand customization

Content authoring

Visibility

Integrations & API

Process & control

Customer Success

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