Proposify helps you eliminate costly mistakes by organizing content, pricing info, and proposal templates in one place. Reps can snap together proposals quickly, and sales leaders can be confident they’re sending approved, up-to-date information.
Keep track of your deals through the bottom of the funnel, all the way to closed/won. Proposify unlocks the black box of what happens to a proposal after it’s sent.
Hypergrowth only happens when there’s a clear blueprint for success. Proposify helps you build a repeatable, scalable closing process that every rep can run.
Take control of your closing process.
Understand exactly what your reps are delivering to prospects without taking away the autonomy and flexibility they need to get the job done.
Templates & Content Library
Select. Send. Win. Repeat.
Control your content by laying the foundation for your closing docs and letting your sales reps take it from there. Templates take the leg work out of creating proposals by making it easy for reps to recreate and reuse pre-approved content and design, while giving them enough flexibility to customize their deals to the opportunity. Say hello to contracts that are consistent and consistently repeatable.
Proposal peace of mind
Protect your deals and the details. Stop documents from going out with costly mistakes by setting up the proper permissions and user roles to maintain control. When reps only have access to what is needed, they can design deals faster and the room for (costly) error is drastically reduced.
Fast-track internal reviews
Stop slowing reps down with the bottleneck of internal sign-offs. Set up your approval workflow and let Proposify hold the team accountable with notifications and reminders to keep the process moving and get that deal out the door faster.
How do your proposals stack up?
Discover the statistics and data-driven best practices behind winning SaaS proposals that help you beat the competition.
40% of winning SaaS proposals sent through Proposify close in less than 24 hours
SaaS proposals with esignatures are 2.5x more likely to close
SaaS proposals with video are 41% more likely to close.
Create proposals backed by data, not hunches.
Get the new report from the business proposal experts and discover the data-driven proposal best practices designed to sharpen your closing process.Yes, I want this free report!
Track every deal, even after they’re sent.
Is your opportunity about to sign, or was the deal dead a week ago? Remove the uncertainty and unlock quota-crushing insights that put you in the driver’s seat.
Your closing crystal ball
Get insights into how prospects are interacting with your proposals and find out what could be costing you a quicker close. Discover how long they are spending on each section and be ready to make the next move when they are.
Get the 30,000 ft view
Understanding how your prospects interact with proposals is key, but sometimes it’s only half of the picture. Get a view of the entire pipeline, so you know where each of your rep’s deals stand at a glance.
Make your move
With instant updates, reps will know when to send that friendly follow-up or make the perfect pounce which could mean the difference between a quick close or a dead deal. Track views, completed payments, sign-offs, and more – Proposify delivers the deal-making insights that matter most to reps.
“Training our sales team was dead easy, and quick. Having to create templates from scratch each time would typically warrant an hour or two with somebody. With Proposify our team took to it like ducks to water. It was very straightforward, and it’s easy to assign permissions. I’ve got full control over what they can do, can’t do, what they can see and what they can’t."
Mike Watson, Sales Director of Orlo
"Simple to draft, edit, organize, send and sign off on contracts. The user experience and simplicity of Proposify make it an easy tool to get work done in."
"Proposify helped me streamline my process for kicking out really great looking proposals. The absolute best part of the whole tool is how it allows each party to e-sign the contract right inside the program. Really handy and beats the pants off asking someone to print, sign, scan, and send back."
Predictable, repeatable closing process = hypergrowth
A killer closing process is no good in a silo. Proposify enables sales leaders to build a predictable closing system that scales across the entire team, measure what’s working, improve what’s not, and ramp-up new hires faster.
World Class Customer Success
Grow with Proposify
Our team of proposal experts will get you set up for success, fast – helping onboarding your reps, setting up integrations, and optimizing documents and processes for Proposify. They’ve trained thousands of sales pros on elevating their closing process and getting the most out of Proposify, one closed/won deal at a time.
Sync your CRM
No need to add more pages to the playbook. Proposify works with top players like Salesforce and HubSpot to sync deal and opportunity info, keeping your CRM the single source of truth.
Focus is your friend
Keeping teams in their lane doesn’t mean keeping them in silos. Set up customized workspaces by team, market, or product to ensure users are honed in on the right members and materials to move the deal forward as quickly as possible.