1. Proposals

  2. Quotes

  3. Contracts
    & Agreements

  4. Electronic
    Signatures

Contract automation
built for modern sales teams

Don’t let contract agreements derail your deal. Proposify provides straightforward solutions for simplifying your workflow so your team can get contracts sent and signed faster.

01

When there’s no room for errors

Nothing kills contracts faster than errors. So save your team from making costly mistakes with custom fields and variables that automatically populate contracts with important information like prospect and company names, removing risk from the most finicky parts of your process.

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contract agreement
1

Statement of Work & Contract

Effective {date_accenpted} (“Effective Date”), {company_name} (“Consultant”) and {client_name} (“Company”), a {client_state} corporation, agree to {proposal_name} (this “Agreement”) as follows:

1. Services & Payment

Consultant agrees to undertake and complete the Services (as defined in Exhibit A) in accordance with and on the schedule specified in Exhibit A. As the only consideration due Consultant regarding the subject matter of this Agreement, Company will pay Consultant in accordance with Exhibit A.

2. Ownership; Rights; Proprietary Information; Publicity

2.1. Company shall own all right, title and interest (including patent rights, copyrights, trade secret rights, mask work rights, trademark rights, sui generis database rights and all other rights of any sort throughout the world) relating to any and all inventions (whether or not patentable), works of authorship, mask works, designations, designs, know-how, ideas and information made or conceived or reduced to practice, in whole or in part, by Consultant in connection with Services or any Proprietary Information (as defined below) (collectively, “Inventions”) and Consultant will promptly disclose and

contract management software

02

Maintain control with roles and permissions

Keep your team organized and your contracts consistent with easy-to-use approval workflows. Lock down editing and sending privileges with user roles and permissions, and individually manage the assets each team member can access. Give everyone on your team the tools to get contracts out quickly, while saving them from blowing up a deal with unapproved changes.

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contract management solutions

Kiandra – Sales Team

Can create contracts but needs approval to send them to clients.

contract automation

Nick – Team Lead

Can review contracts and approve them to send to clients, or send them back for edits.

Reject
Approve
contract tracking software

Requires edits before approval

contract drafting software

Approves contract

Approve
contract automation software

Can send to client

Send

03

Build a repeatable contract process

Make sure your contracts are consistent (and consistently repeatable) with templates that your team can re-use to get partnership agreements, NDAs, and sales contracts out in just a few clicks. Our content library makes it easy to store images, pricing tables, and snippets from past contracts that reps can access and drag and drop into the document.

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contract workflow software contract monitoring software

04

Lock down your data with world-class security

Our world-class security protocols keep you and your prospect’s most sensitive information protected with 256-bit, bank-grade encryption, and one-way password encryption. All our services are isolated inside a Virtual Private Cloud, and we perform daily, off-site backups.

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  1. Encrypted Links

    Proposals are sent using secure encrypted links and we never disclose your information to third parties.

  2. Daily Backups

    Your data is kept safe and secure with daily, offsite backups.

  3. Legally Binding E-Signatures

    Our e-signatures are binding and comply with the world’s strictest laws.

05

Integrate with Salesforce and other business software

Integrate with Salesforce and other CRMs to create and manage contracts without ever leaving the platform. Sync data from your CRM to Proposify to automatically populate contracts with info from opportunities. Then track deal stage, value, and changes from the opportunity view. Streamline workflow even further by linking Proposify to your team’s accounting software.

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Hubspot Insightly Salesforce Pipedrive Zoho

PROPOSAL NAME

First Name

Last Name

Company Name

Date Submitted

Fee 01

$12,680.00

Fee 02

$9,995.00

Fee 03

$21,000.00

Total

$43,675.00

  1. electronic contract software

    Signature
    User Name

  2. digital contract software

    Signature
    Client Contact

Quickbooks Freshbooks Xero
  1. Proposals

  2. Quotes

  3. Contracts
    & Agreements

  4. Electronic
    Signatures

It’s about more than just proposals.
It’s about world domination.

Get a demo and start your team's total takeover.

I want a demo!
sales proposal generator sales proposal maker