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.

Custom Fields & Variables

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.

connect your proposals to your crm
Roles & Permissions

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.

proposal roles and permissions

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.

Commercial Leasing Agreement

Employment Contract
Non-compete

Partnership Agreement

Project Contract

Statement of Work

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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.

Encrypted Links

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

Daily Backups

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

Legally Binding E-Signatures

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

Integrations

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.

integrate your crm and payments into your proposals
P blue suit coffee is for closers

It’s about more than just proposals

It’s about world domination

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