Let your prospects upsell themselves.

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.”

Lisa Morgan Director of Marketing at 360clean

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.

Learn more

“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.

Mike Griffin VP Commercial Logistics at Razr Logistics

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 integrations

Customize 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.

Learn More

Don't waste another deal-breaking moment.
Turn chaos into close.

Frequently Asked Questions

Have another question not mentioned here? Check out our Proposify help center.

: Quoting software helps businesses quickly create, send, and manage accurate sales quotes or estimates for potential clients. It streamlines the quote creation process by automating pricing, product/service details, and formatting, ensuring consistency and professionalism.
: Quoting software automates the creation of quotes by pulling in predefined templates, pricing data, and product information. It allows customization of quotes, calculates totals, taxes, and discounts, and enables approval workflows before sending quotes to clients via email or online portals.
: It reduces manual errors, speeds up the quote creation process, ensures pricing accuracy, and provides better visibility into the sales pipeline. It also enhances professionalism and helps close deals faster by making the process more efficient for both the sales team and the client.
: Quoting software increases efficiency by reducing time spent on repetitive tasks, enhances accuracy in pricing and terms, improves collaboration among sales and finance teams, and provides real-time tracking of quote approvals and client responses.
: Look for key features such as customizable quote templates, integration with CRM and accounting tools, automatic calculations, version control, e-signature capabilities, and the ability to track and report on quote performance.
: Choose quoting software that fits your business's unique needs, with consideration for ease of use, integration with existing tools, customization options, scalability, and responsive customer support. A trial or demo can help assess whether the software meets your workflow requirements.
: Pricing for quoting software depends on factors like the number of users, features, and business size. Proposify offers flexible pricing options tailored to your needs, ensuring you pay for the features and scale that suit your business. You can learn more about the pricing options at the pricing page.

	Basic Start free trial	Team Start free trial	Business Book a demo
Brand customization
Unlimited templates All accounts allow unlimited templates.
Content library Create and share templates, sections, and images that can be pulled into documents.
Embed images & videos Images can be uploaded directly, videos can be embedded from external sources like YouTube, Vidyard, and Wistia
Custom domain You can map your domain so prospects visit something like proposals.yourdomain.com and don't see "proposify" in the URL
Content authoring	Basic	Team	Business
Online signatures All plans allow you to get documents legally e-signed
Interactive quoting Allow prospects to alter the quantity or optional add-ons
Client input forms Capture information from prospects by adding form inputs to your documents.
Document Sends You can create unlimited documents but some plans limit how many you can send per month.	5 sends per month $1.99 per additional send	Unlimited sending	Unlimited sending
Collaborator seats Collaborators are users who only have access to specific proposals, and can edit or approve, but not create or send.	1 collaborator included $8.00 per additional seat	3 collaborators included $8.00 per additional seat	5 collaborators included $8.00 per additional seat
Visibility	Basic	Team	Business
Notifications & metrics Get notified by email and see when prospects are viewing your document.
PDF export Generate a PDF from any document that matches the digital version.
Reports Get a full exportable table of all your documents with filtering.
Process & control	Basic	Team	Business
Payments Connect your Stripe account and get paid in full or partially when your proposal gets signed.
Automations Set up automations using pre-built connectors or customize using the workflow builder
Custom fields & variables Create your own fields you can use internally that get replaced in custom variables within a document.
Integrations All integrations except for Salesforce.
Auto reminders You can automatically remind prospects who haven't yet opened your document in daily intervals.
Roles & permissions Lock down what users can and can't do by role. Pages and individual page elements can be locked.
Approval workflows Create conditions that if met will trigger an approval from a manager (by deal size and discount size).
Salesforce integration Use our managed package and optionally SSO so reps work right within Salesforce
Single sign-on (SSO) Our SSO works with identity providers like Salesforce, Okta, and Azure
Workspaces Great for multi-unit businesses like franchises. Enables businesses to have completely separate instances that admins can manage.
API Access Integrate with external systems, or enhance customization, our API provides the tools you need to succeed.
Success	Basic	Team	Business
Email & chat support Our team is here to provide their fabulous support Monday - Thursday 8 AM - 8 PM EST and on Fridays 8 AM - 4 PM EST.
Phone & Zoom support Sometimes the written word isn't enough and our team will hop on a call to show you how to accomplish something in Proposify.
Success manager Your own dedicated CSM who will onboard you and meet with you periodically to ensure you're getting maximum value from Proposify.
Premium integration support Our team of experts can perform advanced troubleshooting and even set up zaps and automations to get the job done.

Let your prospects upsell themselves.

Quotes that 2x your close rate and boost revenue

Any kind of pricing model

Reuse pricing with fee library

Close deals with discounts

Approvals Workflow to Stay Informed and Efficient

Ensure Precision with Version Control

Professional Quote Document Generation

Seamless Transition to Contracts

Integrates with popular CRM platforms

Customize to Close Deals Around the World

Don't waste another deal-breaking moment.Turn chaos into close.

Frequently Asked Questions

Have another question not mentioned here? Check out our Proposify help center.

Basic

Team

Business

Brand customization

Content authoring

Visibility

Process & control

Success

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Don't waste another deal-breaking moment.
Turn chaos into close.