Say goodbye to proposal chaos forever.
Proposify includes advanced features like a document editor, eSignature, and template library that the customers can use to simplify their proposals through the process.
Proposify is the online proposal software that gives you control and visibility into the most important stage of your sales process. The close. From deal design to sign-off, get the confidence and flexibility to dominate deals.
Proposify includes advanced features like a document editor, eSignature, and template library that the customers can use to simplify their proposals through the process.
User-Friendly
Their UI is easy to navigate and well-organized. The interface is clean and user-friendly and all the data are easy to find.
Integration
Proposify also provides third-party applications to help automate the proposal process, such as:
- Google Drive
- Dropbox
- Zoho
- HubSpot
- Salesforce
- QuickBooks
- FreshBooks
- Zapier
- Asana
- AgileCRM
On the website, you can find also plenty of resources and a helpful guide for clients to achieve more knowledge about their platform. This includes tutorials on how to leverage APIs and CRMs into your operation.
Analytics and Reporting
Proposify software has a strong analytics dashboard that you can view most often sections and which should be revisited for a bigger impact. You can track views, completed payments, sign-offs, and more with the Proposify app.
You can find proposals by sorting and filtering options including by date, rep, stage, and status. You can create a customized dashboard where you can see your deals.
You can set an automatic reminder for follow-up of the proposals.
Forms and templates
You can create and edit Templates with the drag-and-drop feature, with a lot of prepared functionalities. Their library contains a variety of templates that you can adapt according to your needs, and you can use them all the time.
Security and compliance
Proposify uses Amazon Web Services, uses 128-bit SSL encryption, and creates daily backups.
Devices Support
Proposify supports the following:
- IOS,
- Web-based,
- Android
Budget information
There is a free trial offered by Proposify so that you can get a feel for the software and see if it’s a good fit for your team.
Team plan: $49/user per month
Great for small or growing sales teams. USD Billed quarterly or annually.
Business plan: $590/month
Perfect for teams of 10 or more. USD is Billed annually.
