About Proposify
Proposify is proposal software for sales teams. It helps you create branded proposals and quotes, send them to clients and see how they engage with the document. It is used by consultants and service businesses that send proposals often.
What it does
You start from a template, edit the content with a drag-and-drop editor and add pricing tables. Once a proposal is ready, you send it to the client and get notified when they open it. The software can also collect e-signatures, and it connects with CRM and other business tools so you do not have to copy data between systems.
Key features
- Branded proposal templates
- Drag-and-drop editor for quotes
- Track when clients view a proposal
- E-signatures on proposals and contracts
- Integrations and an API for developers
Who it's for
Consultants, agencies and sales teams in service businesses that send many proposals. Teams that want to keep proposal activity visible in their CRM can also use it.
Pricing and good to know
The site offers a free trial and a demo, and pricing is available on request or on its pricing page. Check the current plans for user limits and features. Plan some time to set up templates and your CRM connection before you start sending proposals.
Highlights
- Branded proposal templates
- Drag-and-drop editor for quotes
- Track when clients open proposals
- E-signatures and CRM integrations
