Smooth sale-ing has never been easier

Banish bottlenecks. Fight friction. Embrace efficiency. Proposify is the online proposal software with all the features and functionality your team needs to easily create impressive, interactive sales documents and keep your workflow on an even keel.

  1. Metrics & Notifications

  2. Interactive Quoting

  3. Content Library

  4. Electronic Signatures

  5. Custom Fields & Variables

  6. Client Input Forms

  7. Editor

  8. Videos

  9. Salesforce

  10. Languages

  1. Cover
  2. proposify features
  3. Overview
  4. Project Scope
  5. Investment
  6. About Us
  7. Contact
  8. Signature
proposal software features
business proposal features

“Since we started using Proposify, our jobs close rate has literally tripled!”

Pete Sutton

Steve Couch
BIM Designs, Inc

“We have also received many compliments about how well our proposals are laid out and how professional they look.”

Pete Sutton

Pete Sutton
Strategy Director, Saltwater Collective

proposal metrics Metrics & Notifications

Track proposals

Not knowing how a prospect is interacting with a proposal isn’t only frustrating, it can cost you business. We deliver the deal-making insights to each sales rep about when their prospect opens the proposal and how long they spent looking at each section so reps know when to make the next move before the deal goes cold.

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proposal notifications
  1. proposify notifications

    Yesterday 3:41 PM
    Jonny Greenwood viewed your e…

  2. proposal software metrics

    Yesterday 3:45 PM
    Jonny Greenwood viewed your…

  3. proposal software notifications

    Just now
    Congrats! Jonny Greenwood has accepted your proposal for “US Tour Sound & Stage”

proposify metrics

12
Views

Signature
Cover
Scope of Services
quoting software Interactive Quoting

Let prospects upsell themselves

Tailor pricing options, fees, taxes, and discounts for each proposal with interactive fee tables. Your prospect will feel empowered to pick their customized price, plus it reduces the back and forth that usually comes with closing a deal.

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  1. Bronze
    20 hr/month basic payroll & benefits administration services.

    $24,000

  2. Silver
    40 hr/month basic payroll & benefits admin, enrollment and limited use of integrated information system.

    $44,000

  3. Gold
    40 hr/month basic payroll & benefits admin, enrollment and limited use of integrated information system, 4 employee orientations/year.

    $64,000

  1. Subtotal

    $44,000

  2. Sales Tax 15%

    $6,600

  3. Total

    $50,600

proposal content library Content Library

Arm reps with the content they need, when they need it

Organize all your pre-approved product descriptions, case studies, fees, sections, images and other proposal content in one central library so everyone can find what they need when they need it. No more waiting for marketing; no more bottlenecks.

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fee library
Below is the budget we’ve estimated based on the scope of the services outlined earlier in this proposal. If you have any questions about our pricing or need to increase or decrease the scope of work, please leave a comment and let us know.

Filming, Equipment, and Acquisition

$5,500

image library

Snippets

  1. Pricing Disclaimer
  2. Team Bio - Rajnish
  3. Team Bio - Courtney

Fee Library

  1. Pre-Production

    $1,000

  2. Filming Fee

    $5,500

  3. Project Management

    $500

  4. Music-Licensing

    $1,000

Image Library

Unsplash Photos

Stop reinventing the wheel with every proposalCreate branded, marketing-approved templates that your reps can use again and again while still being able to customize for a personalized buyer experience.

See What’s Possible with Templates
business consulting proposal template
saas proposal template construction bid proposal template
transportation services proposal template electrical services proposal template
proposify signatures Electronic Signatures

Get 32% faster sign-off

Our legally binding signature tool allows prospects to sign your sales documents right away, right in the browser, from any device. Reps can add multiple signature lines or initial boxes throughout their docs to ensure prospects have read and approved certain sections, and track pending signatures. Best of all, it’s built right into Proposify so you don’t need to buy yet another tool to manage signatures.

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proposify stripe integration

Get paid right awayRequest payment from prospects directly in the proposal, so you get paid as soon as they sign off. Our online payment integration also supports 135 currencies, making it easier to do business around the world.

  1. proposal initials

    Initials
    AD

  2. proposify initials

    Initials
    RS

  3. proposal digital signatures

    Signature
    Leslie Knope

Pawnee Parks & Rec

  1. Leslie Knope
  2. Ron Swanson
  3. Andy Dwyer

Pawnee City Council

  1. Jeremy Jamm
Type Draw

Full Name

Leslie Knope

Initials

LK

Change Style

digital signatures

Preview

proposal payments
proposal signatures
Sign & Accept
proposal custom fields Custom Fields & Variables

Reduce manual entry and errors

Map products, contact details, and custom fields from Salesforce to auto-populate proposals with accurate data. Your reps can get sales docs out 5X faster and you’ll be 5X more confident that the information is error-free.

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proposify custom fields
MONTGOMERY BURNS
Montgomery Burns
123 Energy Street
Halifax, Nova Scotia
Big Financial
Bart Simpson
Owner & CEO
  1. Client Contact
  2. Client Address
  3. Company Name
  4. User Assigned
Client Input Forms

Get the info to get down to business

Client input forms allow prospects to enter all the information your reps need: Titles, shipping address, PO#’s, and more. No more pestering prospects for information that can delay the deal when you can capture it all right here in the proposal.

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proposal form fields

Grant & Grant Consulting
2019/06/22

Re: Vandelay Industries

Company Name

Vandelay Industries

Purchase Order Name

PO 5309

Notes

Hi Michael, the start date is subject to change but we can discuss at a later time.

To accept, please sign using the signature button below. If you have any questions, don't hesitate to contact me via email at michael@grantgrant.co.

  1. proposify currency

    Signature
    Art Vandelay

proposal editor Editor

Create Impressive proposals that reflect your brand

Our robust design editor lets you recreate your brand across sales documents so the buyer experience is consistent throughout your sales funnel.

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Create impressive proposals
proposal videos Videos

Add videos to bring your offer to life

Including a recorded welcome, a virtual tour of your facility, a product demo, or a case study in your proposals will give it the edge over the flat, one-dimensional document from your competition. Embed video from YouTube, Vimeo, and Wistia for fast load times and an impressive buyer experience.

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proposify videos embed videos
proposal editor Salesforce

Create and manage proposals inside Salesforce

Integrate Proposify with Salesforce and let reps create, edit, send, and esign proposals directly from their CRM, keeping Salesforce as your single source of truth. Set up custom fields and sync proposal data so reps never have to tab out of their opportunity view to put a proposal together.

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Create proposals in Salesforce
proposify languages Languages

Speak their language

These days, business has no borders. That’s why we translate the Proposify interface into 15 different languages, and allow reps to customize date and currencies to meet the prospect’s preference.

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proposal languages
  1. proposify currency

    Signature
    Art Vandelay

  2. proposal currency

    Signature
    Jay Peterman

Suported Languages:

  1. Danish Danish (da-DK)
  2. Dutch Dutch (nl-NL)
  3. English - Great Birtain English (en-GB)
  4. English - United States English (en-US)
  5. Finnish Finnish (fi-FI)
  6. French French (fr-FR)
  7. German German (de-DE)
  8. Greek Greek (el-GR)
  9. Hindi Hindi (hi-IN)
  10. Italian Italian (it-IT)
  11. Norwegian Norwegian (nb-NO)
  12. Polish Polish (pl-PL)
  13. Portuguese Portuguese (pt-BR)
  14. Russian Russian (ru-RU)
  15. Spanish Spanish (es-MX)
  16. Swedish Swedish (sv-SE)
proposify chat Comments & Chat

Chat live with prospects right in the proposal

If your prospect has a question while they’re reviewing a proposal, the faster it gets answered, the better the chances of closing the deal. Proposify’s real-time chat integration allows prospects to reach out to your sales reps directly from the proposal so concerns get addressed immediately. By staying in close communication, deals will never go cold, and your close rate will always be red hot.

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proposal chat
  1. proposify live chat

    Hi Jordan,

    We’re liking this proposal a lot so far! I have some questions about the work schedule and one of the fees…

  2. proposal live chat

    Hey Lukas!

    Glad to hear you’re liking the proposal. I can help you with any schedule or pricing questions you have.

  3. chat widget

    • • •

  4. proposify chat widget
reminders Automatic Reminders

Fortune is in the Follow-Up

Most deals don’t close themselves; they sometimes need a little nudge to stay top of mind. Sales reps can schedule friendly, automated reminder emails to go out if their prospects haven’t viewed the proposals after a certain amount of time.

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ON

OFF

Send my client a reminder email in 2 days.

permissions Roles & Permissions

Maintain control of your team, and your brand

Make sure no one on the sales team goes rogue by setting up roles and assigning permissions to manage the access each rep has, from editing content and branding guidelines to locking sections and setting up approvals before a proposal can be sent.

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proposal permissions proposify roles
proposify permissions

Sophie Asveld
Account Executive

Role

Sales

Workspace

Inbound Team
General Permissions
  1. Edit account settings

  2. Add / edit / delete streams

proposify ios app Mobile App

Mobile app for deals on the move

Our free Android and iPhone apps helps sales reps stay on top of what’s happening with their proposals, any time, anywhere. They can send, track, view metrics and get notifications on the status of their deals all on their phones.

apple store Get it on Google Play proposify mobile app proposify android app

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

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

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business proposal software proposify proposal software business proposal software sales team software