A simpler way to deliver winning professional service proposals.

Proposify streamlines your sales process and helps you close more deals.

free consulting proposal template

Professional services proposal templates that fit any portfolio

Stun prospects with impactful, professionally designed proposals that set you fields apart from your competition. Every template is 100% customizable to your company, project, and clients.


Consultants preparing quotes for general consulting, management consulting or other professional services will find this free template saves them time and delivers faster client sign-off.

The Payroll Company Logo

“I know our proposals are some of the nicest of any of our competitors that I’ve seen. Most businesses are doing what we used to do. They’re sending a PDF or Word Doc. Proposify makes us look more professional.”

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Melissa Versnik
VP, Business Development at The Payroll Company

Your expertise is your clients’ secret weapon. Proposify is yours.

Too many professional services firms push potential clients away with less-than-professional proposals. Rise above the crowd. Use Proposify to make building, sending, and closing proposals less painful and more profitable.

Even the C-suite will be impressed

An RFP may seem like it sits squarely in your wheelhouse, but you still need a top-notch proposal to edge out your competition. Proposify powers up your service proposal with features like embedded video and real-time feedback, helping you sway even the most skeptical executives.

"Proposify helps us to invest more time in creative and production quality. Proposify is the reason we stand apart from the competition."

David Alcoentre, Guy Bauer, LLC

deliver a great professional services proposal experience
close financial services proposals

Close your contracts quicker

Proposify’s online signature tool makes it easier and faster for clients to greenlight your proposal. Our software means less back-and-forth and more accounts won.

"Since we started using Proposify, our jobs close rate has literally tripled!"

Steve Couch, BIM Designs, Inc

Your new time-saving solution

You handle your clients’ complex business needs all day, so you need your own tasks to be as straightforward as possible. Proposify helps you build better proposals and send them faster, so you have more time to get down to business.

"I want my proposals to be concise, but informative. Simple, but stylish. Proposify lets me do all of this PLUS they have amazing templates for various projects."

Jeanie Croll, ON BRAND

Save time on professional services proposals
proposal software for financial services teams

Built for teamwork

Think of Proposify like a whip-smart project management firm just for your proposals. Collaborative tools like our content library and roles and permissions let you pull everyone and everything together to create laser-focused offers that win you more clients.

"I love having Proposify as a centralized platform for our company to come together and track all of our deals."

Austin Schneider, Sport Dimensions

Professional by design

Our design editor is easy enough for a novice to use, but powerful enough to look like you’re a pro. Change fonts and colours, add your own images and video, or choose among thousands of free stock images from our integration with Unsplash. Crop, flip, and rotate your pics, and apply filters for brightness, contrast, hue, saturation, and blur.

"The proposals are gorgeous, well-organized, easy to navigate, and have made the job of returning requests for proposals so much easier."

Lisa Lavelle, Catalina Tours

Proposal design editor for professional services
proposal software integrations

Improved productivity

Whatever industry you’re an expert in, Proposify seamlessly integrates with your favourite business tools, like leading CRM, project management and invoicing software, helping your team sharpen its efficiency and streamline every step of the proposal process.

"Proposify integrates with invoicing application for a seamless back-office suite. Great for sending very professional proposals to clients."

Susan Rits, Susan Rits Design, LLC

Proposify's mascot, P, in a blue suit. Coffee is for closers

It’s about more than just proposals—it’s about world domination.

Get a demo and start your team's total takeover.