Proposify Reviews & Ratings

Proposify

5.0 out of 5 stars

Ratings and Reviews 1 Rating

Total 5 out of 5 stars
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features 5 out of 5 stars
design 5 out of 5 stars
support 5 out of 5 stars

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features 0 out of 5 stars
design 0 out of 5 stars
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What is Proposify?

Proposify is a digital proposal tool designed to give you oversight and management of the critical closing phase in your sales pipeline. This empowers you to approach deal structuring and finalization with both confidence and flexibility. By creating sales documents that maintain consistency and eliminate errors, you enhance your professional image. Additionally, you gain vital insights that help you streamline your process, ensure timely communication, and improve forecasting accuracy. Your clients and potential customers will appreciate a smooth sign-off process, enhancing their overall experience. Among its various features are a user-friendly design editor, electronic signature capabilities, and seamless CRM integrations. Moreover, the platform offers data-driven insights, interactive pricing options, and comprehensive content management tools, among many other capabilities that can elevate your sales approach.

What is Proposable?

Revamp your proposal process by removing the monotonous tasks of copy/pasting and searching for replacements across all new client and lead proposals. With just a few clicks, you can revolutionize your workflow, slashing the time required from hours down to just minutes, all while impressing your clients with stunning proposals that distinguish you from others in the market. Enrich your sales presentations by embedding videos and rich media directly into your proposal pages, thus crafting a captivating experience that leaves a memorable impact. Eliminate the stress of tracking payments once your proposal is accepted by enabling proposal payments, which allows you to swiftly collect initial payments through a straightforward client process: review, accept, pay, and you’re good to go! Seamlessly integrate with the tools you already utilize to manage sales data, facilitating a streamlined and effective proposal process. Dynamically create proposals from your CRM opportunities and effortlessly push updates back into your CRM, which not only enhances visibility into your ongoing deals but also improves your overall sales strategy. By adopting this method, you not only save valuable time but also enhance your productivity, significantly boosting your likelihood of successfully closing deals. In the end, this innovative approach fosters a more organized and efficient sales environment, ultimately leading to greater success.

Media

Media

Integrations Supported

Insightly
Pipedrive
APIANT
AccessOwl
Basecamp
Formstack Documents
FreshBooks
HubSpot Customer Platform
Keap
Olark
Podio
QuickBooks Online
Raklet
Salesforce
Stackreaction
Xero
Zapier
Zoho Books
servis.ai

Integrations Supported

Insightly
Pipedrive
Capsule

API Availability

API Availability

Pricing Information

$35/month
- 5 Active Documents
Team Plan $49.00/month
Great for growing sales teams. Billed quarterly or annually.
- Unlimited Documents
- Standard Integrations
- Custom Fields & Variables
- Client Input Forms
- PDF Downloads
- White Labelling
- Chat Support

Business Plan $590.00/month
Perfect for teams of 10 or more. Billed annually. - 10+ Users
- Salesforce Integration
- Approval Workflow
- User Roles & Permissions
- Unassigned Signatures
- Premium Support
- Onboarding Services
Free Trial Offered?

Pricing Information

Pricing not provided

Supported Platforms

SaaS

Supported Platforms

SaaS

Customer Service / Support

Standard Support
Web-Based Support

Customer Service / Support

Standard Support

Training Options

Documentation Hub
Online Training

Training Options

Not specified

Company Facts

Organization Name

Proposify

Date Founded

2012

Company Location

Canada

Company Website

www.proposify.com

Company Facts

Organization Name

Proposable

Date Founded

2009

Company Location

United States

Company Website

www.proposable.com

Categories and Features

Proposal Management

Automatic Formatting
Collaboration
Contact Management
Content Repository
Document Management
Electronic Signature
Knowledge Library
Pipeline Management
Revision Management
Templates
Version Control

RFP

Not specified

Categories and Features

Proposal Management

Content Repository
Electronic Signature
Pipeline Management

Sales Acceleration

Not specified

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