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[NEW] State of Proposals 2023 — Get our closing-critical insights from analyzing
1 million+ proposals in this annual research report.

Download
 * Product
    * Features
      
      Discover exactly how Proposify gives you confidence in the close.
   
    * Templates
      
      Use pre-designed and approved templates to send impressive proposals in
      minutes, not hours.
   
    * Professional Services
      
      Custom template design and Proposify software training.
   
    * Security
      
      Feel confident knowing your data and privacy is a top priority and we are
      dedicated to keeping it safe and secure.
   
   Integrations
    * Salesforce
      
      Create, keep track, and close, without ever leaving your CRM.
   
    * HubSpot
      
      Streamline your proposal process directly within your deal.
   
    * Stripe
      
      Close and collect faster by enabling payment processing within your
      document.
   
    * See all Integrations
      
      Power up with all your favourite apps.

 * Why Proposify
   Roles
    * For Sales Teams
      
      Embrace a seamless sales cycle with less lift and a quicker close.
   
    * For Marketing
      
      Protect your brand integrity from the design details to sales enablement.
   
    * For Operations
      
      Lock down end-to-end efficiency for your team and proposal process.
   
   Use Cases
    * Proposal Software
      
      Accelerate your sales cycle by cranking workflow automation into
      overdrive.
   
    * Quoting Software
      
      Create interactive and error-free quotes that will quickly seal the deal.
   
    * Contract Management Software
      
      Remove the risk while keeping consistency in your agreements for a quick
      close.
   
    * Electronic Signature Software
      
      Get all your sales documents legally locked down right within Proposify.

 * Pricing
 * Resources
    * Knowledge Base
      
      Search for how-to’s and support on topics to guide you through using
      Proposify.
   
    * Web Series
      
      Gain sales tips and all the insights you need to crush your close rates
      with our latest web series.
   
    * Webinars
      
      Access training, learn how to impress clients, streamline your workflow,
      and turn your sales team into killer closers.
   
    * Blog
      
      Your source for insightful and data-driven articles on all things sales,
      proposals, and other sales-related documents.
   
    * Podcast
      
      Join our CEO and school of hard knocks graduate, Kyle, as he hosts and
      empowers fellow entrepreneurs.
   
    * Case Studies
      
      Hear what Proposify customers have to say about how Proposify helped
      accelerate their selling process and win more deals.
   
   Books & Guides
    * State of Proposals 2023
      
      Discover the top tactics, trends, & best practices behind 1+ MILLION
      proposals helping high-performing sales teams dominate their closing
      process.

 * For Franchise
    * Proposal Software For Franchises
      
      Learn how Proposify helps franchises gain control, consistency, and
      visibility into their proposal workflows
   
    * Franchise Feature Tour
      
      Take the product tour and explore Proposify’s features in more detail.

Book a Demo
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UNTANGLE YOUR SALES DOCUMENT PROCESS WITH THE LEADING PROPOSAL SOFTWARE.

Proposify proposal software helps growing teams remove document bottlenecks, and
get visibility into the most important stage of your sales cycle: the close.

Start Free Trial Book a Demo



TRUSTED BY OVER 8,000 B2B SERVICES IN OVER 50 COUNTRIES











IF ANY OF THIS SOUNDS
FAMILIAR, YOU NEED
PROPOSIFY PROPOSAL
SOFTWARE

Word, Powerpoint, and Excel just aren't cutting it anymore.
Proposals take too long to get out to prospects. Too much duplication of effort,
finding-replacing.
Everyone is using their own tools and process to send proposals.
You have no visibility into what's going on with our PDF proposals.
Did the prospects even read them?
Reps are sending out proposals with mistakes, typos, incorrect pricing, and
terms.
Reps are hacking together ugly docs that don't reflect the brand.


IF ANY OF THIS SOUNDS
FAMILIAR, YOU NEED
PROPOSIFY PROPOSAL
SOFTWARE

What prospects sign off on doesn't get accurately reflected in the CRM.


GIVE YOUR TEAM BACK THEIR TIME, LOSE THE FRICTION, AND SEND
OUT WINNING DOCUMENTS THAT CLOSE 2X THE INDUSTRY
AVERAGE.


Take The Tour


NEVER SEND A PROPOSAL WITH MISTAKES AGAIN

Lock down your design and content with templates, snippets, and a central
library of content, fees and images.




FREE YOUR REPS FROM SEARCH, DUPLICATE, FIND-AND-REPLACE

Proposify offers a simple, streamlined workflow using pre-approved content which
allows your reps to send out winning proposals with just few clicks.


GET VISIBILITY AND INSIGHTS THAT LEAD TO MORE CLOSED DEALS

Know where proposals stands at each stage of the sales cycle, and if they’ve
been viewed by prospects. You can even see which pages you prospects viewed and
for how long!




IMPRESS PROSPECTS AND STAND OUT FROM THE COMPETITION

No more PDFs attached to emails. Deliver a modern proposal viewing experience
for clients with interactive pricing, e-signatures, and videos that get them to
say "wow".


OUR WORLD-CLASS CUSTOMER TEAM MAKE IT PAINLESS TO SWITCH

We'll re-create your PDF for you or even design an optimized proposal template
from scratch! Our top-rated customer success team has a proven system that gets
your team up-and-running in weeks. Our custom templates have helped customers
cut down their time-to-send by 37%.



JOSEPH BARNES

DIRECTOR OF MARKETING AT YELLOWSTONE LANDSCAPE

“I wish I had known earlier how limiting our previous processes were - that Word
documents were handcuffing us... [Proposify] is the best tool that we've rolled
out to the sales team.”

View case study

LISA MORGAN

DIRECTOR OF MARKETING AT 360CLEAN

“Knowing I could set up all the pre-approved content and templates for owners
meant we were back in control of the brand and franchisees were set up for
success.”

View case study

ERICH BERGER

SENIOR MANAGER, BUSINESS DEVELOPMENT & STRATEGY AT ADT CYBERSECURITY

“Just having Proposify allows our reps to feel like they're more in control,
more productive, and more optimistic about the process and that feels good.”

View case study



PROPOSIFY PROPOSAL SOFTWARE REMOVES THE BOTTLE-NECK AND
THE BLACK BOX SO YOUR TEAM CAN GROW AND THRIVE

 * Centralized content repository so reps know exactly where to go for
   pre-approved templates
 * Advanced permissions allow you to lock down sections and require approval
   based on certain conditions like deal size
 * Sync with your CRM, like Salesforce, Hubspot, Pipedrive, and more
 * Our professional onboarding services team will help you get up-and-running in
   weeks
 * Companion mobile-app allows you to approve deals on the go and get notified
   of client viewing activity
 * See which stage every proposal is at with the pipeline, and what's been
   viewed
 * Set automatic follow-up reminders to trigger your prospects to open the
   proposal
 * Our easy-to-use design editor makes customizing proposals a snap
 * Let prospects upsell themselves with interactive pricing

Start Free Trial Book a demo

    PROPOSIFY

 1. Feature Tour

 2. Proposal Templates

 3. Plans & Pricing

 4. Integrations

 5. Security

 6. Our Professional Services

 7. Case Studies

    SOLUTIONS

 1. For Sales Teams

 2. For Marketing

 3. For Operations

 4. Proposal Software

 5. Quoting Software

 6. Contract Management
    Software

 7. Electronic Signature
    Software

     INDUSTRIES

 1.  Cleaning & Janitorial

 2.  Healthcare & Medical

 3.  Construction

 4.  Event & Hospitality

 5.  Financial Services

 6.  Professional Services

 7.  Staffing & Recruitment

 8.  Marketing

 9.  SaaS

 10. Landscaping Services

 11. Franchise Proposal Software

    RESOURCES

 1. Podcast

 2. Blog

 3. Books & Guides

 4. Webinars

    COMPANY

 1. About Us

 2. Customers

 3. Careers

 4. Diversity

    HELP

 1. Knowledge Base

 2. Status

 3. Terms & Conditions

 4. Privacy Policy

 5. Contact Us

©2012-2024 Proposify Inc. All Rights Reserved.

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