1. Proposals

  2. Quotes

  3. Contracts

  4. E-signatures
    & Payments

Proposal automation that saves time, speeds sales, and wins you more business

Stop wasting time on tedious administrative work. Zip through your proposal creation process with Proposify’s straightforward tools for simplifying your workflow. Automate time-sucking tasks, eliminate costly errors, and start closing bigger, better deals.

01

No more manual entry

Free yourself from manual work with easy-to-use proposal automation tools you can set up in seconds. Custom fields and variables let you save important information—like client and company names—to quickly add to new proposals. Import client information into Proposify from Zapier or your CRM to automatically populate that information into your proposal.

proposal automation
Hubspot Insightly Salesforce Zapier Pipedrive Zoho

01

First Name

Last Name

Client Address

Client City

Client State

Client Zip Code

Dear Sergio,

ALIAS is pleased to present this proposal to provide professional consulting and management services to CECO Inc. Our experience in providing consulting services in {client_state} over the last 3 years provides us with a solid understanding of your business environment and needs.

We have over 1,000 clients that work in {client_industry}. This represents 68% of the business completed by ALIAS. We are active members in the {client_industry} community and believe that we can provide CECO with outstanding expert service that is unmatched by other accounting companies.

We have developed this package that follows with CECO in mind, providing information that is most relevant to your current business needs. If you are interested in any additional information, do not hesitate to contact us. We look forward to serving you.


Sincerely,
Abagail Libbie, Project Manager

02

Time-saving tools to hack your workflow

Save product descriptions, case studies, fees, images, and even entire proposals in one content library so everyone can access the content they need to quickly snap together a proposal. Ready-to-go content means not having to reinvent the wheel with every new proposal.

proposal automation software

Content Library

Sections

Fees

Snippets

Images

Project Fee Summary

04

Description

Price

Research

$5,000

Design

$10,500

Support & Maintenance (Monthly)

$1,500

We’ve estimated this budget based on the scope of services outlined earlier in this proposal. If you have any questions about our pricing or need to increase or decrease the scope of work, please leave a comment and let us know.

proposal automation tools

03

Shorten your sales cycle with notifications and reminders

Timing is everything: Follow up at the perfect moment and you’ll slash days from your sales cycle. We send you notifications the second your client opens, reads, or signs a quote. You can even send automatic reminders to clients who haven’t signed their deals after a certain amount of time.

ON

OFF

Send my client a reminder email in 2 days.

proposal tracking software

04

Faster sign-offs, painless payments, bigger profits

Our legally binding, online signatures let clients sign off in seconds—from any device—and our Stripe integration lets you request payment right in your proposals. No-fuss integrations with top accounting software let you generate invoices from proposals once the deal is done.

Signed

Request Payment

Use our Stripe Integration to request a payment from your client directly in the proposal, so you get paid as soon as they sign off.

proposify stripe integration

Accounting Software

Link to your Freshbooks, Xero, or Quickbooks accounts to send your won proposals into your accounting software.

proposify freshbooks integration proposify xero integration proposify quickbooks integration

Generate an Invoice

Once your deal is done you can quickly create an invoice in your favourite accounting software.

05

Productivity beyond proposals

Crank your workflow into automation overdrive by building dozens of different sales documents in Proposify. Our streams feature lets you organize estimates, signed contracts, RFPs, and more into unique categories that are separate from revenue-related deals so you can make all your documents more dynamic and never worry about gumming up your sales pipeline in the process.

Viewed

$16,000

7
Days

Emerson Inc.

Additional Work Proposal

automated proposal generator

$2,000.00

Won

$77,750

11
Days

Nova Mall

Planning & Scope

automating proposals

$13,000.00

4
Days

Nova Mall

2019 Proposal

salesforce proposal automation

$64,750.00

Pipeline Total

USD $342,000.00

Viewed

 — $ 

1
Day

SponsorFly

Revised Q3 Contract

rfp automation software
3
Days

Emerson Inc.

Q3 Contract

rfp automation

Won

$25,000

29
Days

MAV Audio Visual

Planing Project Contract

document automation

Pipeline Total

USD $25,000.00

Won

 — $ 

4
Days

NetPlay

Statement of Work (June)

sales automation
31
Days

NetPlay

Statement of Work (May)

document automation software
54
Days

Nova Mall

Statement of Work

sales automation software

Pipeline Total

Your Mission? Close the Deal. Your Secret Weapon? Proposify.

Try Proposify free for 14 days. No credit card required. Plans start at $19/month.

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