Try Proposify free for 14 days

Common questions

• What is an "active" proposal?

  Active proposals are ones that are drafts, sent, or viewed. Archived, won, or lost proposals don't count against your active totals.

• Do you offer unlimited active proposals?

  Do you have a large team, and need more than 300 active proposals? Get in touch, and we can set up the right plan for you.

• Why should I choose Proposify over the competition?

  Our mission from the get go has been to make proposal software that gives you the power and flexibility to create beautifully designed proposals without the rigidness of programs like InDesign. We make it easy to create winning proposals, manage your sales pipeline, and get faster sign-off from clients. If that's what you're looking for, Proposify might just be your new BFF.

• I'M NOT A DESIGNER OR AGENCY SO WILL PROPOSIFY WORK FOR ME?

  Our main focus has been to help digital, design, marketing, and creative agencies, but many other industries that rely on proposals to bring in new business find Proposify valuable. Plus our app gives you design flexibility without needing to be a designer so you can create beautiful proposals on your own.

• WHAT ARE YOUR SUPPORT HOURS?

  We provide great support Monday - Thursday 8 AM - 8 PM EST and on Fridays 8 AM - 4 PM EST.

• How many contacts can I have?

  All plans include unlimited contacts. You can import your contacts directly via one of our CRM integrations.

• YOU DON'T HAVE A TEMPLATE SPECIFIC TO MY INDUSTRY. WILL PROPOSIFY STILL WORK FOR ME?

  Yes! While we have some ready-to-go templates for specific projects and industries, all our templates are 100% customizable. So you can create the design and content for your own template. You can also paste text from other programs like Google Docs and Word and format the proposal to match your brand. Keep an eye on the template gallery as we regularly add new services and industries.

• WHAT IF I NEED MORE USERS?

  If you have more than 10 users, get in touch, and we can set up the right plan for you.

• WILL MY PROPOSAL DATA BE SAFE?

  Keeping your data safe is a serious priority for us. Proposals are sent using secure encrypted links and we never disclose your information to third parties. We partner with Amazon for cloud hosting and your data is protected by 128-bit SSL security.

• WHAT IF MY CLIENTS DON’T SPEAK ENGLISH?

  You can translate our interface into 15 languages to make it easier for your non-English speaking clients. However, we do not translate the content of your proposals or the emails sent through Proposify so you will need to make those adjustments.

• WHAT’S INCLUDED IN THE FREE TRIAL?

  Our free trial gives you access to all of Proposify’s awesome features for 14 days. You can create and send real proposals to real clients during your trial. Once your trial is over, your clients can still view and accept any proposals you sent to them during the trial period.

• What are Workspaces?

  Workspaces are separate accounts within a Proposify account, useful for multiple companies, franchises, or sales teams. Each workspace can have it's own branding, users, and proposals an account owner can control.