What is Proposify?
Proposify is a platform that makes it easy for clients to create proposals online in a professional and interactive way, improving sales productivity by automating the process so your team spends less time creating proposals and more time selling.
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Hire a Proposify package specially designed for your company (includes training)
METRICS & NOTIFICATIONS
INTERACTIVE QUOTES
CONTENT LIBRARY
ELECTRONIC SIGNATURES
PERSONALIZED FIELDS
CUSTOMER FORMS
EDITOR
VIDEOS
CRM
LANGUAGES
Selling has never been easier

Proposify is the online proposal software with all the features and functionality your sales team needs to create impressive and interactive proposals and keep the sales process balanced.
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METRICS AND NOTIFICATIONS
Proposal tracking
Not knowing how a prospect is interacting with a proposal is frustrating and can cost you your business. Proposify delivers the information to close deals to sellers. When a prospect opens the proposal and how long they spent viewing each section, so salespeople know when to make their next move before the deal goes cold.
INTERACTIVE QUOTES

Let your prospects buy more from you
Custom quote options, taxes, commissions and discounts for each proposal. With interactive tables to quote. Your client will be able to put together their own personalized quote and we also reduce the time to update prices when it comes to closing a deal.
CONTENT LIBRARY

Your sellers with the content they need, when they need it
Organize all the pre-approved descriptions of your products, case studies, quotes, sections, images and all the content that would be required to put together a winning proposal when they need it. We don't have to wait any longer for design or marketing.
ELECTRONIC SIGNATURES

32% faster signatures
Our online signing tool allows prospects to sign sales / contract documents immediately. Directly in the browser of any device. Sellers can add multiple signature lines to ensure prospects read and approve certain sections and track pending signatures. The best thing is that it is already included in Proposify, you will not have to spend on another online signature tool.
PERSONALIZED FIELDS

Reduces typing errors
Contact details, map all your products and custom fields including Salesforce or your CRM to automatically fill a proposal. Your Sellers will be able to develop winning proposals 5 times faster with the confidence that they will not have errors.
CUSTOMER FORMS

Obtain customer data to close the deal
Customer forms allow prospects to provide information that sales consultants need: names, delivery addresses, billing information. With this tool there will be no delays or extra requests because everything is filled directly in the proposal.

EDITOR
Create Impressive Proposals that reflect your brand
Our design editor is a robust platform that allows you to create your brand's sales documents, so the buyer's experience is consistent with the sales process.
VIDEOS

Add videos to bring your proposal to life
Include a recorded welcome, a virtual tour of your facilities, a product demo, or even a case study. This will really make a difference against your competition's quotes. Put the embed code of your youtube or vimeo video and impress your prospects so they close faster.
CRM
Create and manage proposals within the CRM
(Salesforce, Hubspot, Sharpspring)
Integrate Proposify with your CRM and let your salespeople create, edit, submit, and electronically sign proposals directly from the CRM, keeping Salesforce as your only place of data concentration. create special fields and directly connect the data of your opportunities to make the process easier.
LANGUAGES
Speak the language of your client
These days businesses have no borders, that is why proposify has the interface translated into 5 languages, and sellers can configure the language and exchange rate according to the preferences of your client.
COMMENTS AND CHAT
Chat live with your prospects directly from the proposal
If your prospect has any doubts when they are reviewing the proposal, the faster you respond to them, the more opportunities you have to close the deal. Live chat integration helps prospects and salespeople communicate faster. So we close more deals, faster and better every time.
AUTOMATIC REMINDERS
Luck is in the follow-up
Many of the deals don't close on their own; sometimes we need a little push to be on top of your client's mind. Sellers can have a little rest, knowing that they will be able to schedule an automatic reminder by mail, the number of days they choose after the proposal is sent. Or better yet, after the customer opens it.
ROLES and PERMISSIONS
Stay in control of your team and your brand
Make sure that no one on your team does the wrong thing, assigning roles and administration permissions to manage the contents of the company, from prices, images, to reviewing the branding of the brand and what is sent to customers, as well you have control of how everything you send looks like.
It is more than just proposals it is about dominating the market
Request a demo, take the webinar, and start dominating the market
Using Proposify would help you integrate: Quotes, tables, prices, catalogs, deliverables, logo, product images, discounts, promotions, payments, collections, online payment, presentation, video call, mail, PDF, calendar, database, invoice , contracts, quote, value proposition, timeline, milestones, phases, account, folders, clients, signatures, online signature, online contract signing, contracts, attachments, billing system, users, CRM, database, online collection, design, branding ... and many more.
