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Why should I choose Proposify over the competition?

Proposify knows proposals. Our team has studied millions of deal documents over many years and understands what it takes to close deals. We are dedicated to delivering a solution that puts you and your team in control of the closing process. From template and content management to analytics and reporting, you’ll have consistency and visibility across your entire sales team and cycle.

Reps will love the flexible design editor and be armed with a powerful tool to create professional, error-free proposals. To top it off, our experienced support team is second to none and here to ensure you succeed with our product and in winning business.

I'm not a designer or agency. Will Proposify work for me?

Yes! Proposify has a flexible and user-friendly design editor so you can create impressive proposals without formal design experience. It’s easy to apply your brand to our professionally designed templates as well.

if you are looking to elevate your deal design and get a more customized look and feel, we are here to help. We have a team of talented and experienced designers in-house to support our customers and ensure they are set up for success. They know proposals and how to make your documents shine through design and work for your unique sales process.

Check out our Professional Services page for more information.

What are your support hours?

Our team is here to provide their fabulous support Monday - Thursday 8 AM - 8 PM EST and on Fridays 8 AM - 4 PM EST.

Kindly note that support is not available on our Free Plan. We encourage you to explore our extensive Knowledge Base to troubleshoot and learn best practices on using Proposify and your available features. If you wish to receive email or chat support from our team, you will need to upgrade to one of our paid plans.

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. Can I create one or can Proposify design one for me?

Absolutely! While we have some ready-to-go templates for specific projects and industries, all our templates are 100% customizable. This means you can create and update the content to match your brand and style guidelines. You can also paste text from other programs like Google Docs and Word for an easy transition.

if you have a specific template you are currently using and don’t have the time to get things set up, we have a team of talented and experienced designers in-house who can help. They know proposals and how to make your documents shine through design and work for your unique sales process.

Check out our Professional Services page for more information.

What is the difference between Proposify Free and the Free Trial?

Every new user starts on our Free Trial. This gives you access to all of the Team plan features for 14 days so you can explore more of the product and then decide on the perfect plan for you and your business. You are able to select the Proposify Free plan at any time but we recommend checking out the features before deciding.

Proposify Free is best for solo sellers as it is a one-user account with a limited number of active proposals available. It covers the full closing stage of your sales process from deal design to sign-off and payment collection. It also removes the pressure of making a decision as you can stay on this plan as long as you’d like.

Will my proposal data be safe?

Keeping your data safe is a priority. We are dedicated to doing this through continued compliance efforts, ongoing audits, and 24/7 system monitoring to ensure we meet and exceed industry standards. 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 256-bit SSL security. We are also GDPR and SOC2 compliant. Learn more on our Security page.

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 is included in the free trial?

Our free trial gives you access to all of the features on our Team plan for 14 days. We recommend taking things for a spin to see which ones work best for your team and process. 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.

How do I get access to additional features and services?

You can upgrade your plan at any time to access additional features.

If you are interested in the premium features and services listed on our Business plan, please get in touch, and we can set up the right plan for you.

We need to get our documents set up quickly and need a fresh take on the design. Does Proposify offer support?

We certainly do! If you are looking to elevate your deal design and get a more customized look and feel, we are here to help.

We have a team of talented and experienced designers in-house to support our customers and ensure they are set up for success. They know proposals and how to make your documents shine through design and work for your unique sales process.

Check out our Professional Services page for more information and let us transform your proposals so you can be ready to impress.

AJ Yawn
Co-Founder and CEO of ByteChek

Sean Hassan
President, JAN-PRO of Raleigh, NC