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Proposify - Proposal Software to Streamline Your Sales Process



- Product

- **Product Overview**Get a complete view of Proposify's proposal management platform and capabilities.
- **Automate Your Workflows**Streamline your document workflow with templates, AI, automation, and team collaboration tools.

- **Create and send**Build beautiful, branded proposals and quotes with our intuitive drag-and-drop editor.
- **Integrations**Connect Proposify seamlessly with your existing CRM and business tools.
- **Track and Close**Monitor proposal engagement and accelerate your sales cycle with real-time insights.
- **API**Build custom integrations and extend Proposify's functionality with our developer resources.
- Solutions

- USE CASES
- Proposals
- Quotes
- eSignatures
- Contracts
- INDUSTRIES
- Consultants
- Landscaping
- Janitorial
- Construction
- See more >
- ROLES
- Sales
- Marketing
- Operations

- How Fern Grew Revenue 200% with Proposify
- How Proposify Removed the Barriers to this Consulting Firm’s Growth
- How Proposify helped EverLine increase their close rates dramatically and tailor follow-ups for 59 franchises
- Templates
- Pricing
- Resources

- LEARN
- Case Studies
- Demo Center
- Webinars
- Blog
- Videos
- Newsletter
- See more >
- SUPPORT
- Knowledge base
- Getting started guide
- Product updates
- Security
- Professional Services
- Refer a friend
- Contact support



State of Proposals 2025 Report

We’ve dug deep into our data and extracted the information that sales and marketing leaders can use to make their proposals better and boost their business.

Read more
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- Product

- **Product Overview**Get a complete view of Proposify's proposal management platform and capabilities.
- **Automate Your Workflows**Streamline your document workflow with templates, AI, automation, and team collaboration tools.

- **Create and send**Build beautiful, branded proposals and quotes with our intuitive drag-and-drop editor.
- **Integrations**Connect Proposify seamlessly with your existing CRM and business tools.
- **Track and Close**Monitor proposal engagement and accelerate your sales cycle with real-time insights.
- **API**Build custom integrations and extend Proposify's functionality with our developer resources.
- Solutions
- USE CASES
- Proposals
- Quotes
- eSignatures
- Contracts
- INDUSTRIES
- Consultants
- Landscaping
- Janitorial
- Construction
- See more >
- ROLES
- Sales
- Marketing
- Operations
- Templates
- Pricing
- Resources
- LEARN
- Case Studies
- Demo Center
- Webinars
- Blog
- Videos
- Newsletter
- See more >
- SUPPORT
- Knowledge base
- Getting started guide
- Product updates
- Security
- Professional Services
- Refer a friend
- Contact support
- Log in

- Book a demo
- Sign Up Free

# Professional, branded proposals from conversation to close.

Proposify gives your team the control and visibility to quickly create, track, and sign winning proposals while increasing your team's close rate.

- Start free trial
- Book a demo

See how it works in 3 minutes

## 8,976 companies are crushing their close rates with Proposify.

Our customers know the easiest way to close more deals is with a streamlined process and professional, competitive sales documents.











## 2x close rate

Proposify customers enjoy a close rate 2x the industry average.

## 17 minutes

On average Proposify proposals are created in 17 minutes or less.

## 24 hr

43% of proposals sent through Proposify are won within 24 hours of opening.

- Get started free
- Book a demo

## Accelerate your pipeline with proposal software designed for busy teams who want to win.

## On-brand, professional
documents that leave your competition in the dust.

Not a designer? No problem. Customize design-friendly, drag-and-drop templates to create beautifully branded quotes, proposals, and agreements.

They'll elevate your brand, reinforce your professionalism, and help your company stand out (way out) from the competition.

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## Unclog the bottlenecks that are slowing your sales cycle.

Stop getting in your own way. Minimize the approvals process without losing control of what your reps are sending out the door with standardized, pre-approved content.

Champion your sellers by making it easy for them to create and send on-brand, error-free documents in minutes.

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## Eliminate inefficient workflows.

You're losing time and deals if your reps are constantly bogged down in old Word Docs, PDF libraries, and multi-thread emails.

Set up a centralized content library and reusable templates so reps can find what they need when they need it and send winning proposals quickly—ahead of the competition.

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## Stop losing big deals because of small errors.

Something as simple as a wrong name, address, or, worst of all, incorrect pricing can impact your close rates.

Proposify pulls data directly from your CRM to eliminate embarrassing typos caused by human error and rogue sellers. Plus, you can lock down important proposal elements so reps can’t edit them.

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## Speed up the signature process 3x faster.

Print/sign/scan is for delays and dinosaurs, not modern deals. Esignatures let your prospects sign any time from any device so you can get the deal done and get on with business.

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## Track prospect engagement and get ahead of deal killing objections.

Gain total visibility into how prospects are interacting with your sales docs. Get notifications when they open the proposal and detailed analytics on the time spent on each section. With this knowledge at your fingertips, you can tailor follow-up strategies and seize opportunities for quicker closes.

- Try for free

## Proposify fits right in with your existing tech stack.

Our proposal software integrates effortlessly with most major sales, invoicing, and CRM platforms to ensure it stays the single source of truth. See our integration library to learn more.

See our full list of integrations



















## Don't take our word for it.

Proposify is the leading proposal software on G2, Capterra, and other review sites.







Fantastic Business Partner with RockStar Service

"We had a dedicated Proposify Rep who took the time to dig into the details of how our business functions, plus the needs of our emploiyees using the platform.  Then they offered training classes to roll things out to the entire team, videos specific to our templates, etc.  Absolutely above and beyond service."



Katy M. Senior Account Manager

OBSESSED!

"I love the simplicity Proposify offers.  Not only is it easy to modify my proposals, it's a clean look for my customers and makes our SOW very definable.  I love the ability to look at metrics as well as to who is viewing my proposal and when."



Aubrey E. Vice President of Sales

Wonderful Software

"It's very user friendly and extremely easy for the client to follow.  I love how customizable it is an how impressive it looks when I send my proposals to clients."



Teresa K. Sales manager

- Get started for free
- Book a demo

## Design the proposal dreams (and deals)
are made of.

Unlimited flexibility to design beautiful proposal templates customized to your unique brand. No time to design your own? No problem. Our Professional Services team will build an interactive template based on your brand and our best practices.



"Proposify is a game changer for us. It gives my company the ability to portray the complexity of our value proposition to our clients in a beautiful and impressive way, using a multi-page proposal that is flexible with so many features. Since launching our customized proposal template our close rate seems to have doubled. Definitely pay for the design service, well worth the money.



Jennings Staley Chief Executive Officer at We Treat

## Our software is awesome but our people are awesomer.

Yes, that's a word, and yes, our Customer Success team is really all THAT. We get literal love letters about how the team didn’t just save the day, they saved the DEAL. Real people ready to answer your questions, optimize your sales workflow, offer a video walkthrough, or guidance on customizing your template. They answer to a high calling and it’s all about helping you get the most out of Proposify. Awesome, right?



Streamlined!

“The ease of use and the ability to track proposals in process. We are able to quickly generate proposals that are easy for our clients to review and sign. The tracking aspects help us forecast wins. Saving time on proposal generation has kept our salespeople out of the office and in front of prospects more”



Francis L. Service Sales Manager

Simple to create professional and 
e-signable proposals

“With the library of content and the simple drag-and-drop nature of Proposify, I can quickly create a wide variety of documents and proposals that look extremely professional. It is simple to add a signature or initial field. I can knock out proposals in a minute that used to take 15 minutes.”



Jake M. Vice President of Sales

Radically streamlined proposals for my company

“Proposify has radically streamlined proposals for my company and we get proposals to our clients 10x faster. In addition, they look much more professional and have many tools to help make the proposals look great.”



Michael Evan B. Austin Branch Manager

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

- Start free trial
- Book a demo

Leaving money on the table with proposals? Get our data-backed hacks to smarter selling: 2025 State of Proposals.

Learn more

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### 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.

info

5 sends / mo

Unlimited

Unlimited

Collaborator seats

Collaborators are users who only have access to specific proposals, and can edit or approve, but not create or send.

info

1 collab seat included

3 collab seats included

5 collab seats included

## 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.

## Integrations & API

Basic

Team

Business

Payments

Connect your Stripe account and get paid in full or partially when your proposal gets signed.

Integrations

Integrate with popular CRMs, invoicing, and project management tools.

Automations

Set up automations using pre-built connectors or customize using the workflow builder

Single sign-on (SSO)

Our SSO works with identity providers like Salesforce, Okta, and Azure

Salesforce integration

Use our managed package and optionally SSO so reps work right within Salesforce

$9/user/mo

Aspire integration

Import contacts and field data from Aspire into documents in Proposify

$9/user/mo

## Process & control

Basic

Team

Business

Custom fields & variables

Create your own fields you can use internally that get replaced in custom variables within a document.

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).

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.

## Customer 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.

info

Premium integration support

Our team of experts can perform advanced troubleshooting and even set up zaps and automations to get the job done.

Custom template design

Our in-house designers will design an on-brand, professional proposal template to your satisfaction.

info

Learn more

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