Bring your contract management and proposals together in one place.

Everything you need to simplify your team’s workflows, ensure accuracy, and enhance stakeholder engagement, guaranteeing a seamless and speedy experience on both sides of the contract.

Efficient and Error-free Contract Templates

Save time by setting up reusable contract templates complete with standardized, pre-approved clauses. Customize the content for individual deals and clients while ensuring consistent and accurate contract management.

Advanced Contract Editing

Make collaboration easier and accuracy guaranteed with contract management software that allow all relevant stakeholders to easily and efficiently review and perfect contracts so that all parties agree.

Include Contract Attachments

Enhance contracts with the ability to attach additional supporting information, such as images and invoices, providing complete contract management solutions in one place.

Contract Content Library

Our contract content library makes it easy to store, organize, and search clauses, snippets, and other pre-approved content. Sales reps can quickly access the content they need and drop into contracts without needing to start from scratch with every agreement.

“Our proposal process is much more professional now. Everything is in one place; we don't have to worry about chasing down paper contracts or chasing down the client. I’ve had a majority of our clients say that Proposify is very efficient and they liked the experience so much better than our previous contracts.”

Daniela Colter Office Manager at Sandler Training

Complete Visibility for Contract Management

In-Depth Reporting & Dashboards

Gain valuable insights and oversight with Proposify’s comprehensive software for contract management that provides reporting and dashboards for real-time views and analysis of contract status and timelines

Proactive Notifications & Reminders

Stay on top of contract management with customized alerts and reminders tied to document activity and milestones, ensuring timely actions and adherence to schedules.

Easy Approval Workflows

Keep contracts moving forward while ensuring accuracy with customized automated approval workflows in our contract management solution. Internally direct documents to appropriate individuals at the right time for additions and approvals, enabling swift and error-free delivery to stakeholders.

Seamless Integrations & APIs

Increase efficiency by integrating our contract management software with CRMs like Salesforce and HubSpot, and CPQ software, linking contracts to customer records and quotes for an accurate, unified workflow. Access our public API to connect Proposify to your internal business systems.

See our full list of integrations

Don't waste another deal-breaking moment.
Turn chaos into close.

Frequently Asked Questions

Have another question not mentioned here? Check out our Proposify help center.

: Contract management software helps businesses create, store, track, and manage contracts throughout their entire lifecycle. It streamlines contract creation, collaboration, approvals, and renewals while ensuring legal compliance and reducing risks.
: Contract management software ensures efficient handling of contract-related tasks, maintains compliance with legal standards, reduces bottlenecks, and provides visibility into contract statuses and deadlines, helping prevent missed opportunities or breaches.
: Contract management software centralizes contracts in one platform, allowing users to create, review, and approve contracts digitally. With features like templates, e-signatures, and automated workflows, it keeps the contract lifecycle moving efficiently, with notifications to ensure deadlines are met.
: It helps reduce administrative burden, mitigates risks of non-compliance, speeds up the contract approval process, and improves cross-team collaboration, ultimately ensuring more effective contract management.
: It minimizes errors, ensures contract compliance, reduces time spent on manual processes, and enables better control over contract terms, deadlines, and renewals, improving both efficiency and profitability.
: Key features to look for include contract templates, e-signature integration, workflow automation, version control, real-time collaboration, secure storage, and advanced reporting for visibility into contract performance.
: Evaluate software based on ease of use, customization options, integration with existing tools, automation features, security standards, and customer support. It’s important to select a solution that scales with your business.
: The cost varies depending on the size of your business, the number of users, and specific feature needs. Proposify offers tailored pricing based on your company's requirements, ensuring you only pay for what you need. You can learn more about the pricing options at the pricing page.

	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

Bring your contract management and proposals together in one place.

Efficient and Error-free Contract Templates

Advanced Contract Editing

Include Contract Attachments

Contract Content Library

Complete Visibility for Contract Management

In-Depth Reporting & Dashboards

Proactive Notifications & Reminders

Easy Approval Workflows

Seamless Integrations & APIs

Don't waste another deal-breaking moment.Turn chaos into close.

Frequently Asked Questions

Have another question not mentioned here? Check out our Proposify help center.

Basic

Team

Business

Brand customization

Content authoring

Visibility

Integrations & API

Process & control

Customer Success

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Don't waste another deal-breaking moment.
Turn chaos into close.