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Close More Deals With Winning Proposals
Join Proposify's Co-Founder and CEO Kyle Racki along with Director of Sales Scott Tower as these proposal experts guide you through best practices refined over 10 years of analyzing millions of winning proposals.
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Professional, branded proposals from conversation to close.
Our software gives your team the control and visibility to quickly create, track, and sign winning proposals while increasing your team's close rate.
Want to see how good our proposals look?
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.
On average Proposify proposals are created in 17 minutes or less.
43% of proposals sent through Proposify are won within 24 hours of opening.
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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.
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.
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.
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.
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.
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.
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.
"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."
"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."
"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."
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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.
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?
“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”
“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.”
“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.”
Don't waste another deal-breaking moment. Turn chaos into close.
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All accounts allow unlimited templates. | |||
Create and share templates, sections, and images that can be pulled into documents. | |||
Images can be uploaded directly, videos can be embedded from external sources like YouTube, Vidyard, and Wistia | |||
You can map your domain so prospects visit something like proposals.yourdomain.com and don't see "proposify" in the URL | |||
Basic | Team | Business | |
All plans allow you to get documents legally e-signed | |||
Allow prospects to alter the quantity or optional add-ons | |||
Capture information from prospects by adding form inputs to your documents. | |||
Basic | Team | Business | |
Get notified by email and see when prospects are viewing your document. | |||
Generate a PDF from any document that matches the digital version. | |||
Get a full exportable table of all your documents with filtering. | |||
Basic | Team | Business | |
Connect your Stripe account and get paid in full or partially when your proposal gets signed. | |||
Create your own fields you can use internally that get replaced in custom variables within a document. | |||
All integrations except for Salesforce. | |||
You can automatically remind prospects who haven't yet opened your document in daily intervals. | |||
Lock down what users can and can't do by role. Pages and individual page elements can be locked. | |||
Create conditions that if met will trigger an approval from a manager (by deal size and discount size). | |||
Use our managed package and optionally SSO so reps work right within Salesforce | |||
Our SSO works with identity providers like Salesforce, Okta, and Azure | |||
Great for multi-unit businesses like franchises. Enables businesses to have completely separate instances that admins can manage. | |||
Basic | Team | Business | |
Our team is here to provide their fabulous support Monday - Thursday 8 AM - 8 PM EST and on Fridays 8 AM - 4 PM EST. | |||
Sometimes the written word isn't enough and our team will hop on a call to show you how to accomplish something in Proposify. | |||
Your own dedicated CSM who will onboard you and meet with you periodically to ensure you're getting maximum value from Proposify. | |||
We'll design your custom template that is built with Proposify best-practices and train your team on your desired workflow. | |||
Our team of experts can perform advanced troubleshooting and even set up zaps and automations to get the job done. |
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A marketing research proposal is a document that outlines how a company plans to understand consumer behavior. Marketing research firms create this proposal for prospective clients to help them understand how their audience perceives the …