Get the proposal software that organizes your assets so sellers can access what they need when they need it, ensures messaging and brand uniformity, and provides insight into what's happening at every stage of a deal, all the way to the close.
✔️Get control over what sellers are sending
✔️Drive consistency across your brand, offers, and messaging
✔️Gain visibility into every aspect of the proposal process
Free your team from time-sucking manual work and reduce costly errors with custom fields and variables that auto-populate new proposals with accurate details like client and company names.
Plus our Salesforce integration makes pulling complex fees into proposals foolproof.
Save product descriptions, case studies, fees, images, and even entire proposals in one central place, so your whole team’s working with the same sales collateral.
At-their-fingertips content means reps can easily find what they need when they need it, make fewer errors, and aren’t forced to reinvent the wheel with every new proposal.
Discover how prospects are interacting with proposals with our metrics and notifications.
Reps get alerted the second their prospects open, read, and e-sign their sales documents, plus how long they spent reading each section.
Armed with this information, reps will know the best time to follow up and the objections they may face when they do.
Triple your close rate by adding electronic signatures to your proposals without the added hassle of wrangling yet another piece of software.
Proposify lets you set up legally binding, electronic signatures that reps can drag and drop into any proposal, and clients can sign in seconds, from any device.
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.
Integrate Proposify with your CRM—you can even send beautiful, customized proposals without ever leaving HubSpot or Salesforce.
Plus, connect your favorite apps for chat, file storage, collaboration, invoicing, payment processing, and more for one seamless proposal workflow.
Save your sales team hours each week. Ditch the friction and confusion.
Start sending proposals that close 2X more than the industry average with easy customization, interactive pricing, useful analytics, and smooth prospect feedback.
We’ve analyzed over 1 million winning proposals sent with our software and used that data to create templates designed to close.
Our templates cover all the key sections and help you take your closing rates to the next level with videos, pricing tables, intake forms, and more.
Learn all about streamlined proposal management.
Business proposal software helps you create, send, track, and close proposals. It helps sales teams collaborate more effectively together with on-brand proposal content, approval workflows, and visibility into current deals.
Proposal software also improves your prospect experience, as prospective clients can easily review, sign, and comment on proposals online. Once they sign and accept a proposal, they can also make a deposit using a payment integration.
Proposal software provides control, consistency, and visibility. You gain control over the entire proposal process in terms of the prospect experience and proposal format. There’s consistency in what sellers send, because you can lock down content, pricing, and brand to a specific set of templates and mix-and-match proposal sections. And you achieve visibility like never before. You can track client activity, open deals, upcoming pipeline, and closing benchmarks across business regions or service categories.
What are the key features of the best proposal software?
Top-notch proposal software should offer features that help you improve your results as a team. You should be able to create a content library of reusable proposal snippets and make the right content available to the right salespeople, based on the structure of your organization. The software should include internal approval processes so that sellers can get sign-off before sending important pitches.
The platform you choose should also help you create higher-quality proposals that are more likely to close. Look for important features like e-signatures, video embed capabilities, dynamic pricing tables, and payment integrations.
And lastly, great proposal software includes analytics so you have visibility into what’s happening across different deals, sales teams, and regions. You should be able to track everything from client activity on a specific proposal to your company-wide annual closing rate.
Your proposal should be on-brand in terms of the colors, imagery, and writing style. Based on our research of 1 million+ successful proposals, we’ve found that winning docs usually include these key sections: Cover Page, Executive Summary, Approach/Solution, Deliverables, About Us/Our Team, Pricing, Terms & Conditions, and Sign-Off (so clients can accept the proposal and sign the contract right away).
If you use Proposify as your proposal software, you can also include a required deposit via our Stripe and QuickBooks integrations.
With Proposify you can choose from over 75 proposal templates for every business type, from software sales to catering to construction. These templates are built inside of our proposal tool and available to you at all times.
Choose your favorite template and make it your own with your company logo, colors, and photos. Save that template for use across your sales team. You can also create and manage content snippets like service descriptions and case studies to easily mix and match the right sections for each prospective client.