Interactive Quoting Software that Drives Deal Size
With Proposify, you can create professional, digital quotes with dynamic pricing, ensuring your quotes are accurate, tailored to your client's needs, and optimized for upsells.
Quotes that 2x your close rate and boost revenue
Any kind of pricing model
Adapt to any prospect need with Pricing Flexibility, supporting various pricing models to cater to one-time, recurring, and other item categories, making your quoting process as versatile as your business.
Reuse pricing with fee library
Store and organize the most up-to-date pricing in our fee library. With advanced search, filter, and sorting capabilities, reps can quickly build accurate, customized quotes. No more costly pricing errors.
Close deals with discounts
Gain a competitive advantage with our Discounting feature, allowing for sophisticated management of discounts at both quote and line levels, based on volume or prospect agreements, and enhancing deal attractiveness.
“The templates are excellent because they don’t have to change much once they know which service they are providing. They pick the proper template and in no time they can turn around a quote. The only thing they have to change is the schedule and pricing.”
Approvals Workflow to Stay Informed and Efficient
Avoid bottlenecking your sales cycle while still staying on top of your team’s quotes with an approvals workflow that integrates seamlessly into your existing processes. Ensure quotes are error-free with fast approvals that keep deals moving toward the close.
Ensure Precision with Version Control
Maintain the highest level of accuracy and relevance in your quotes with Version Control, providing the ability to manage versions, track changes, and make sure that only the most up-to-date quotes are in circulation.
Professional Quote Document Generation
Create professional, branded, quotes quickly with our visual editor, ensuring that every quote reflects your company's high standards and brand identity.
Seamless Transition to Contracts
Effortlessly convert accepted quotes into contracts with our Contracts feature, ensuring a smooth transition to the final stages of the sales process.
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“One of our partners was using Proposify. We really saw value in the tool. It met all our needs including being able to push data back into Pipedrive, our CRM, when the proposal was signed. That's awesome, you know, and it ties right back to that salesperson. It creates a lot of visibility into the proposal process.
Integrates with popular CRM platforms
Drive deal automation and efficiency by connecting your team’s quotes with CRMs like Salesforce and HubSpot. Create, send, track, and close deals right from your CRM, operating from your single source of truth. Sync your contacts and use custom variables to pre-populate fields in your quotes and never miss a detail.
See our full list of integrationsCustomize to Close Deals Around the World
Do business anywhere as we translate the Proposify interface into 15 different languages and allow reps to customize quotes in date formats and currencies to meet your prospects’ preferences.
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