Proposify
UnclaimedStreamline your sales process with professional, branded proposals from conversation to close.
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TL;DR - Proposify
- Create professional, branded sales proposals quickly.
- Streamline sales workflows and approval processes.
- Track prospect engagement and accelerate deal closing with e-signatures.
Pricing: Free plan available
Best for: Growing teams
Score: 87/100
Pros & Cons
Pros
- Proposal software
- Good templates
- E-signatures
- Good for sales
- Fair pricing
Cons
- Per-user pricing
- Learning curve
- Better alternatives exist
- Feature gaps
- Support varies
Key Features
Proposal softwareTemplates libraryE-signaturesAnalytics trackingCRM integrationContent library
Pricing Plans
Free TrialBasic
$19/per user/month
Small business
- Up to 2 users
- 1 collaborator
- Content library
- E-signatures
- 5 sends/month
- PDF export
Team
$41/per user/month
Growing teams
- CRM integrations
- 3 collaborators
- Custom URL
- Auto reminders
- Unlimited sends
- Stripe payments
Business
$65/per user/month
Scale operations
- 5+ users included
- 5 collaborators
- User roles
- Approval workflows
- SSO
- API access
- Success manager
About Proposify
By Toolradar Team·
Proposify is a proposal software designed for sales teams to create, track, and sign winning proposals efficiently. It helps businesses accelerate their sales pipeline by providing tools to design on-brand documents, eliminate bottlenecks in the approval process, and centralize content for quick access.
The platform aims to increase close rates by minimizing errors through CRM integration, speeding up the signature process with e-signatures, and offering detailed analytics on prospect engagement. It's ideal for busy teams looking to professionalize their sales documents, improve workflow efficiency, and gain insights into proposal performance to tailor follow-up strategies.
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Proposify FAQ
What is Proposify?
Proposify is a proposal management platform that helps sales teams create, send, track, and sign professional business proposals. It streamlines the entire sales document workflow from creation through deal closure.
What features does Proposify offer?
Proposify provides a drag-and-drop proposal editor, customizable templates for 100+ industries, pre-approved content libraries, AI-powered automation, real-time tracking when prospects open documents, e-signatures, and Stripe payment integration.
Does Proposify integrate with CRMs?
Yes, Proposify integrates seamlessly with HubSpot, Salesforce, Zoho, Pipedrive, Stripe, and 50+ other business tools. CRM data integration eliminates manual errors and streamlines the proposal process.
Who should use Proposify?
Proposify serves sales teams across industries including consultants, construction, janitorial, landscaping, and professional services. It is designed for organizations seeking faster proposal creation and higher close rates.
Source: proposify.com