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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 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.


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.


Get a full exportable table of all your documents with filtering.

Process & control

Basic Team Business

Connect your Stripe account and get paid in full or partially when your proposal gets signed.

Custom fields & variables

Create your own fields you can use internally that get replaced in custom variables within a document.

Standard integrations

All integrations except for Salesforce.

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).

Salesforce integration

Use our managed package and optionally SSO so reps work right within Salesforce

Single sign-on (SSO)

Our SSO works with identity providers like Salesforce, Okta, and Azure


Great for multi-unit businesses like franchises. Enables businesses to have completely separate instances that admins can manage.


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.

Onboarding services

We'll design your custom template that is built with Proposify best-practices and train your team on your desired workflow.

Premium integration support

Our team of experts can perform advanced troubleshooting and even set up zaps and automations to get the job done.

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