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
    • Demo Center
    • 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
    • Demo Center
    • 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
4 min read

5 Amazing Features We Released This Spring

June 26, 2019
Ricky Ferris Ricky Ferris
  • Share
  • Share
  • Tweet
  • Copy

    A jam-packed rundown of the updates making Proposify better for you

     So we’ve been a little quiet on the update front over the last 3 months.
     
     

    That’s because we shut down the entire company and sent everyone to a private island for a 90-day beach vacation.

    Just kidding!

    We’ve actually been very hard at work, staying hyper-focused on making Proposify work better for you.

    All told, we’ve pushed 64 upgrades over the last 90 days. It’s important work, but a little less glamorous than shiny new features. (And “Mobile Responsive Password Reset Functionality” just doesn't sound as good in a headline).

    But we still slipped in a few fun features for you to play with. So, here’s a rundown of the most exciting new tools we’ve given you in the last 90 days.

    Text Editor Upgrades

    No human has ever described formatting title headers as “thrilling.”

    We set out to change that, with an editor upgrade that revolutionizes how you set the style and formatting of the text, headers, tables, and pages that appear throughout your proposal.

    We started by putting all those style and formatting options together in one place. Next, we gave you one-click access to all of it.

    Then we got excited and kept going.

    We made it so when you select the element you want to edit, it comes into focus, and everything else fuzzes out.

    It also highlights the changes you’re making in real time, right in your proposal.

    If we’ve done our job right, you should be giddy with delight every time you adjust your table heading colours. Brace yourself.

    Streamlined Client Importing

    We streamlined our client import process to make pulling a contact into Proposify from your integrations faster and more intuitive.

    The big change here is the ability to import clients directly from your proposal creation screen.

    Once upon a time you’d get whisked away to an entirely new screen if you tried to import a client when you first started a proposal (and this was NOT the fun-surprise-tropical-vacation kind of whisked away).

    Now, you get a much more useful sidebar that lets you import a client from one of your integrations without ever leaving the proposal creation screen. In other words, safely UN-whisked.

    This was all part of a larger overhaul of our contact importing process that phased out bulk client importing to make it easier to add contacts. And so you aren’t stuck sorting through all 1,500 of your Salesforce contacts just to find one client.

    We’re looking at you, Margaret. Why did you have 5 different entries for that lead, anyway?

    Template Transferring

    This nifty tool is a gift to all of our partners that we love so much, giving you a quick way to transfer templates between linked accounts.

    You can send a copy of a template with just a few clicks. And when your customer accepts it we automatically drop the new template into their library.

    We even sort all the sections and pictures in their own folder for them.

    We also give you the option to cancel a transfer after you’ve already sent it. Because, let’s be honest, you can never have too many “undo” buttons in your life.

    Partner Program

    Speaking of our partners. Our most exciting recent update introduced our new Certified Partner program.

    It lets all you power users team up with us to earn commission for every customer you bring to Proposify.

    Part of the process was creating a new in-app portal where partners can manage their customers and access training and marketing material.

    And since its launch we’ve already added new features to the portal, making it easier to customize your invite messages and organize your customers.

    (We’re still accepting new certified partners and affiliates, by the way. Show us you’ve got what it takes by applying for the program).

    SSL Encryption for Custom Domains

    We also gave customers with branded URLs beefed up security for their custom domains.

    It might seem small, but why should flashy editor upgrades and partner programs get all the attention? SSL ENCRYPTION DESERVES LOVE, TOO.

    This small but important fix actually took quite a bit of work. And it means you get better privacy while still keeping your company in the spotlight.

    And Many More

    Those were the biggest changes from the last 90 days, but there are a lot more just over the horizon (including a few major ones some of you will be VERY excited to see).

    But every change we make to Proposify—past and future—starts with feedback from you. And we love to hear from you.

    So never hesitate to reach out to us and tell us what you love, and what would make Proposify work better for you. (Don’t worry: we’re super relaxed from that island vacation, so we can handle whatever you throw at us).

    Happy Closing!

    Ricky Ferris
    Ricky Ferris

    Subscribe via Email

    Related Posts

    New Feature Alert! Get Paid Faster with Stripe
    Product 2 min read August 14, 2017
    New Feature Alert! Get Paid Faster with Stripe 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. …
    Read Post
    Section Revisions, Content Library Update, and Client Preview Settings
    Product 3 min read January 15, 2016
    Section Revisions, Content Library Update, and Client Preview Settings This weekend we’re kicking off 2016’s first big update by making improvements to how you edit sections, the content library, and client preview …
    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