Get ready to impress with a custom designed proposal template and learn from our experienced team to become a Proposify expert through tailored software training.
Our team will work with you to create a unique template within Proposify, specially designed to complement your brand and enhance your workflow.
In-depth team training sessions with an Account Optimization Specialist to get a thorough understanding of how to use Proposify, specific to your workflow.
We’ll be the first to admit, we love our template gallery and encourage you to explore it!
This is a great place to start if you have the time and resources to customize your own proposal. Since that’s not always the case, we want to offer you an alternate solution.
For a fully customized experience, our team will work with you to create a unique 10-page template specially designed to complement your brand and enhance your workflow. We save you time with our expertise and bring a fresh perspective to your existing proposal.
Watch this quick video from Tamara, our Professional Services Design Lead, to learn more about how our templates will take your proposals to the next level.
Your Account Executive will connect you with a Proposify Designer, who will then send you a thorough Typeform to submit your brand assets. Once submitted, we can get your project started!
Your Account Executive will connect you with a Proposify Designer, who will then send you a thorough Typeform to submit your brand assets. Once submitted, we can get your project started!
1
Your designer will complete your first draft within 10 business days.
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Once you review the first draft, you may book a meeting with your designer to review the template together. From there, you will complete up to 2 rounds of revisions.
3
Your brand new template is now ready to use within your Proposify account.
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Now that you have a newly designed proposal, we highly recommend Proposify Software Training. This will ensure you get the most out of your account and help you maintain your new template.
*This is an additional service, recommended following the Custom Template process.
This is the perfect way to get familiar with using Proposify and your new proposal.
To discuss getting a Custom Proposal and/or a Software Training package, please submit a request and we’ll be in touch shortly to get the process started. We look forward to working with you!
