Proposal software to transform your bottom-of-funnel chaos into top-line growth.

Proposify’s features arm you with the visibility and control you need to create a consistent, on-brand, cohesive, robust, and smooth proposal workflow for your sales team. Our proposal management software helps you better manage your sales document process, grow your business, and stay way ahead of your competition.

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Professionally branded proposals that impress on any device

Apply your company’s unique brand identity to the entire sales process, from portal to proposal. Colours, images, fonts and type style, your brand consistency not only tells a professional story but makes a lasting impression.


Accessible from Anywhere

Create impressive online documents that are easily viewable on any browser or mobile device, allowing prospects to view, comment, and sign off while on the go.


PDF export

Proposify makes it easy to convert your proposal to a PDF without losing any of the compelling design and layout features that makes you stand out from the competition.

Signature, Initials

Full E-sign Flexibility

With Proposify's electronic signature software, prospects can sign in seconds, from any device, anywhere in the world. Easily handle multiple signatures, including those from unknown signees, both full signatures and initials.


Ready-to-Go Templates for Faster-to-Close Deals

Automate your team’s proposal process by creating professional looking templates that allow reps to quickly pull together error-free, on-brand proposals and get them out to their prospects ASAP. Incorporate custom fields and variables to reduce manual entry, load them up with pre-approved content, then all reps need to do is add any final deal-specific details.

Bring Your Proposals to Life with Images & Videos

Embedding images, video, or audio to your proposals allows you to tell a more compelling and persuasive story about your business, your solution, and why prospects should choose you over the competition. You can even integrate a personalized welcome message at the beginning of your proposal, addressing prospects and their business needs directly.


Reduce Manual Work & Errors with Variable and Fields

Quickly auto-populate your sales documents with relevant prospect details by setting up custom fields and variables that pull in correct, up-to-date information directly from your CRM. Not only will every proposal feel personalized to the prospect, it reduces both the time sales reps have to spend as well as the potential for costly errors from manual entry.

Organized and Easy-to-Find Assets in the Content Library

Store current product descriptions, case studies, proposals sections, and graphics in one place so sales reps can find exactly what they need and easily drag and drop it into their next proposal. No more wasting time hunting for content or using out-of-date versions.

Approval Workflows that Eliminate Bottlenecks

Keep deals moving forward while ensuring accuracy with automated workflows customized to your sales process. Route proposal documents internally to the right people at the right time for additions and approvals so they can be sent off to prospects fast and error-free.

Visibility into your entire proposal process

Discover which content and sections are being viewed most often and resonate with your prospects so you can make data-driven improvements to your proposal strategy.

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Document Analytics

  • Track how prospects are interacting with your team’s proposals from detailed analytics on who is viewing, what they’re looking at, when, and for how long.
  • Get valuable insights into prospect interest and behaviour that will help sales reps plot their next move toward a close.

Dashboard Metrics

  • Understand what’s happening across your entire proposal process with pre-built and customizable reports and dashboards.
  • Get a clear understanding of proposal volume, rep performance, and overall pipeline so you can optimize your process and increase accuracy in your forecasting.

Alerts, Notifications, and Reminders

  • Keep everyone in the loop at every stage of the deal with customizable alerts and notifications so reps know when to make their next move.
  • Get notified when a prospect views a proposal, signs off, completes a payment and more.
  • Set automatic reminders and expiry dates for follow-up so neither prospects nor deals go cold.

Protect Your Deals and the Details with User Permissions

Stop documents from going out with costly mistakes by defining user roles and applying the parameters that will keep reps most productive. Control what content can and can’t be changed and who can change it. Set approval permissions so you can rest easy that deals won’t hit the prospect’s inbox without proper internal sign-off first.

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Integrate with popular CRM platforms

Drive deal automation and efficiency by connecting your team’s proposals with Salesforce and HubSpot. Create, send, track, and close deals right from your CRM, operating from your single source of truth. Sync your contacts and use custom variables to pre-populate fields in your documents and never miss a detail.

See our full list of integrations
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Faster E-signatures From Any Device

Skip the printing, plugins, downloads, and scanning bottlenecks. With Proposify's electronic signature software, prospects can sign in seconds, from any device, anywhere in the world. Easily handle multiple signatures, including those from unknown signees, and enable e-signing with both full signatures and initials.


Tailor Proposify to Your Needs with Custom API

Leverage our API to create custom integrations, ensuring Proposify works seamlessly with your existing software ecosystem.

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My primary tool for proposals

Since 2019, I’ve been using Proposify almost daily, as it's my primary tool for proposals. I stay with it because of its clean platform, constantly updated functions, and great support. My success rate is over 95%, which I believe owes a lot to the flexibility and graphical tools that Proposify provides. Even though other proposal software vendors try to lure my business away, they can’t because Proposify still works best for me. Our proposals are often praised for their professionalism and this has frequently been a source of competitive advantage when we are up against others. When clients sign up, everything becomes even easier because now we can easily bill them using Xero through integration with Proposify.

Tiziana Lasco Sales Specialist

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