1. Proposals

  2. Quotes

  3. Contracts

  4. E-signatures
    & Payments

A better way to deliver quotes that close more deals

Ditch your stodgy Word documents and start sending the kind of can’t-be-ignored quotes clients rush to sign off on. Our quoting software is packed with powerful digital features that let you outclass your competition and consistently win more business.

01

Put your clients in control

Our fully interactive quotes let clients type questions in real time, select the exact services they want in interactive fee tables, and easily sign off with digital signatures and payments. Interactive quoting means oodles more choice, so there’s almost always a way for your client to get to “yes.”

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
2019/04/13

2019 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

Metrics that make an impact

Get instant notifications the second your client receives, opens, reads, or signs a quote. Send automatic reminders to clients with pending deals, and combine metrics from all of your quotes to identify and track large-scale trends. With data this good, you’ll always have the inside track.

quote generation software METRICS SENT VIEWED WON INSIGHT

03

Faster, more accurate quoting

Create compelling quotes in minutes from our gallery of professionally designed, completely customizable quote templates. Fee libraries also let you easily save your product, service, and pricing details for no-fuss retrieval and reuse. Together these tools let you standardize and automate quotes, slashing hours of work from the process.

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

Works with the tools you already use

No-sweat integrations with go-to software like Stripe, Basecamp, and Zapier make Proposify quotes as versatile as they are impressive. But our online quoting software makes your sales cycle even more streamlined when you pair it with your favourite CRM and accounting tools.

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

CRM

Seamlessly pair your quotes with the most powerful CRMs on the market to share contacts, attach quotes to deals, and see quote activity in your CRM timeline. Our integrations with HubSpot and Salesforce even let you create Proposify quotes directly within your CRM software.

Accounting Software

Keep your quote process as smooth as possible by importing contacts and exporting won quotes as invoices in top accounting software like Freshbooks, Xero, and Quickbooks.

  1. Proposals

  2. Quotes

  3. Contracts

  4. E-signatures
    & Payments

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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