1. Proposals

  2. Quotes

  3. Contracts
    & Agreements

  4. Electronic
    Signatures

The easier way to create quotes that close.

Forget your stodgy Word documents. Modern sales teams win new business with impressive, interactive, digital quotes. Get the quoting software packed with powerful features that make creating,sending, and esigning quotes simple.

01

End the endless back-and-forth

Clear the way to a smooth close with our fully interactive quotes. Real-time chat allows your reps to quickly resolve deal-breaking questions right in the document, interactive fee tables let prospects select the services they want, and our legally binding electronic signatures make it easy to sign off.

I'd like a demo!
quoting software automate quotes
  1. quotation software

    Hey Tom, this covers most of what we want, but could we make a small change to the Consultation?

  2. online quoting software

    Marysa is typing…

Absolutely!
Tell us exactly what you need :)

sales quoting software
quote management software

#158058
2020/03/24

2020 Conference
Avalon Convention Centre

Service

Price

Audit

$14,000

Consultation

$10,000

Implementation

$23,000

Total

$0

To accept this Quotation, please sign below.
If you have any questions, contact Tom at 403-633-0129.

  1. price quote software

    Signature
    Tom Longoria

  2. quote builder software

    Signature
    Marysa Griffin

Preview

Sign & Accept

02

Make your prospect an open book

Advanced insights into prospect behaviour reveal exactly how they interact with your team’s quotes. Get notifications the second prospects receive, open, read, or esign a quote so reps know exactly when to reach out. Identify large-scale trends by tracking how long prospects spend on each section of your quote.

I'd like a demo!
quote generation software METRICS SENT VIEWED WON INSIGHT

03

Build error-free quotes, fast

Slash hours of work from your team’s quote-creation process with tools that standardize and automate your company’s documents. Create templates that ensure reps send uniform quotes that they can still customize with drag-and-drop product, service, and pricing details from the content library.

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Research

$18,000

Outline - Phase 1

$16,000

Development

$7,500

quote tracking software

Description

Fee

Research

$18,000




Outline - Phase 1

$16,000




Development

$7,500




online quotation software

04

Integrates with your favourite business tools

Powerful integrations with the best business software on the market make Proposify quotes as versatile as they are powerful. Eliminate workflow friction by integrating Proposify with your CRM, and accounting software.

I'd like a demo!
Hubspot Insightly Salesforce Pipedrive Zoho

PROPOSAL NAME

First Name

Last Name

Company Name

Date Submitted

Fee 01

$12,680.00

Fee 02

$9,995.00

Fee 03

$21,000.00

Total

$43,675.00

  1. quote and proposal software

    Signature
    User Name

  2. quote automation software

    Signature
    Client Contact

Quickbooks Freshbooks Xero

Salesforce and other CRMs

Integrate Proposify with Salesforce and other CRMs to create and manage quotes without ever leaving your CRM. Sync data to Proposify to automatically populate quotes with info from opportunities, and track deal stage, value, and changes from the opportunity view.

Accounting Software

Maintain data integrity and trim away tedious manual tasks by importing contacts and exporting won quotes as invoices in top accounting software like Freshbooks, Xero, and Quickbooks.

  1. Proposals

  2. Quotes

  3. Contracts
    & Agreements

  4. Electronic
    Signatures

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

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

I want a demo!
sales proposal generator sales proposal maker