Proposal management

Proposify

Close deals faster with beautiful, trackable, and interactive sales proposals.

4.6/5 Rating
SOC 2 Certified
15,000+ Companies
27001
Schedule a Meeting
category
Proposal & CPQ Automation
Ideal For
B2B Sales Teams, Agencies, SaaS
deployment
SaaS
Integrations
50+ Apps
security
SOC 2, ISO 27001
API Access
REST API

Product Description

Proposify is a modern proposal management platform that empowers sales teams to create, send, track, and e-sign professional proposals with ease. With an intuitive editor, reusable content library, and real-time engagement insights, Proposify streamlines the entire proposal workflow from creation to close. Sales teams can track exactly when prospects open, read, and interact with proposals, helping them follow up at the perfect moment and win more business.

From Challenge to Success

See the transformation in action

Challenge

Manual proposal creation slows down deal cycles
Lack of visibility into buyer engagement
Brand inconsistency across teams

Results

50%
Faster proposal creation
32%
Increase in close rates
28%
Less administrative work

Features

Core Functions at a Glance

Drag-and-Drop Proposal Editor

Create stunning proposals in minutes

Cuts creation time by 50%

Content & Template Library

Ensure consistent branding across teams

35% productivity boost

Real-Time Proposal Tracking

See who viewed what and when

3x better follow-up timing

E-Signatures

Close deals without friction

40% faster deal closure

Integrations

Connect your CRM & workflows

50+ pre-built connectors

Real-World Use Cases

See how teams drive results across industries

Sales Proposal Automation
Create branded, interactive sales proposals with drag-and-drop elements, pricing tables, and e-signatures.
40%
Faster deals closed
Agency Client Contracts
Standardize client onboarding, retainers, and project proposals using reusable templates.
60%
Reduction in admin time
SaaS Pricing & Quotes
Send accurate, dynamic quotes with interactive pricing tables and usage tiers.
3x
More engagement from prospects

Integrations

Seamlessly connect with your entire tech ecosystem

H

HubSpot

Explore

Sync contacts, deals, and proposal activities to HubSpot automatically.

S

Salesforce

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Push proposal data into Salesforce, improving forecasting and reporting.

S

Stripe

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Get paid instantly when proposals are signed with integrated payments.

Z

Zapier

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Connect Proposify to thousands of apps using automated workflows.

Q

QuickBooks

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Sync accepted quotes to invoices for seamless billing.

Pricing, TCO & ROI

Request a meeting to discuss Proposify's pricing.

Schedule a Meeting

Customer Success Stories

Real results from real customers

DigitalWave Media

"Proposify helped us scale our proposal output across 40 reps without losing brand consistency."
— Mark Peters, Sales Director

BrightEdge Solutions

"We cut proposal creation time in half and saw a big increase in close rates."
— Sophia Grant, CEO

GrowthLabs

"The real-time notifications changed everything—our follow-ups are now perfectly timed."
— Liam Turner, Head of Sales

Security, Compliance & Reliability

Enterprise-grade security you can trust

Certifications
SOC 2 Type II, ISO 27001
Data Residency
US & EU hosting options available
Access Control
SSO, MFA, user roles & permissions
Uptime SLA
99.9% uptime guaranteed
Encryption
AES-256 at rest, TLS 1.2 in transit
Security Testing
Regular vulnerability scanning & third-party audits

Implementation with AiDOOS

Outcome-based delivery with expert support

Delivery Model

Outcome-Based
Pay for results, not hours
Milestone-Driven
Clear deliverables at each phase
Expert Network
Access to certified specialists

Implementation Timeline

Discover
Requirements gathering, current state assessment, success criteria definition
1
Integrate
System connections, data migration, custom configurations
2
Validate
UAT, performance testing, security audits
3
Rollout
Phased deployment, user training, go-live support
4
Optimize
Performance tuning, adoption monitoring, continuous improvement
5

Alternatives & Comparisons

Find the perfect fit for your needs

Capability Proposify Freshworks Xrex Terminus
customization Good
Ease of Use Excellent
Enterprise Features Good
Pricing Very Good
Integration Ecosystem Good
Mobile Experience Fair
AI & Analytics Moderate
Quick Setup Excellent

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Frequently Asked Questions

Everything you need to know

What is Proposify?
Proposify is a proposal management tool that helps teams create, track, and close sales proposals faster using templates, analytics, and e-signatures.
Does Proposify support e-signatures?
Yes, Proposify has built-in legally binding e-signature functionality.
Can Proposify integrate with my CRM?
Proposify integrates with HubSpot, Salesforce, Pipedrive, and more.
Who is Proposify best for?
Sales teams, agencies, consultants, SaaS companies, and B2B service providers.
Is Proposify secure?
Yes, it is SOC 2 Type II and ISO 27001 certified with full data encryption.