Proposify Overview
Proposify transforms proposal management for sales teams by offering real-time insights and streamlined processes. It caters to busy teams aiming to enhance their close rates, with 8,976 companies already benefiting from its capabilities. Proposify enables the creation of professional, branded proposals that stand out in competitive environments. The software accelerates the sales pipeline by eliminating bottlenecks and inefficient workflows, reducing the signature process time by threefold. Users can track prospect engagement, allowing them to proactively address potential objections. With seamless integration into existing tech stacks, Proposify ensures smooth adoption. Its brand customization and content authoring features help maintain consistency and professionalism, while robust visibility and control options keep teams informed and aligned.
Use Cases
Customers recommend Sales Document Management, Engagement Management, Helpdesk Management, as the business use cases that they have been most satisfied with while using Proposify.
Business Priorities
Acquire Customers and Increase Sales & Revenue are the most popular business priorities that customers and associates have achieved using Proposify.
Proposify Use-Cases and Business Priorities: Customer Satisfaction Data
Proposify works with different mediums / channels such as E-Mail. and Video.
Proposify's features include Templates, Alerts: Popups & Notifications, Personalization, etc. and Proposify support capabilities include 24/7 Support, Phone Support, Chat Support, etc. also Proposify analytics capabilities include Analytics, and Custom Reports.
Reviews
"Before Proposify there was no easy way to find proposal content for a particular client and manipulate it. As every project that we do is so different, the ability to pop in a snippet about the type of fence, the kind of gates, or the number of sand...bags that they need is invaluable. There are many things that we just had to type in manually; there was no easy way to get to them in to a bid quickly the way we were doing it before." - Mark Dunn
Proposify, Responsive (formerly RFPIO), Better Proposals, Nusii, Quotient, etc., all belong to a category of solutions that help Proposal Management. Each of them excels in different abilities. Therefore, determining the best platform for your business will depend on your specific needs and requirements.
Proposify offers features that streamline proposal processes and provide valuable insights. Users can easily manage proposals and enhance deal success.
Popular Business Setting
for Proposify
Top Industries
- Marketing and Advertising
- Consumer Services
- Computer Software
Popular in
- Small Business
- Mid Market
- Enterprise
Proposify is popular in Marketing And Advertising, Consumer Services, and Computer Software and is widely used by Small Business, Mid Market, and Enterprise.
Comprehensive Insights on Proposify Use Cases
What solutions does Proposify provide for Sales Document Management?
How does Proposify address your Engagement Management Challenges?
Why is Proposify the best choice for Helpdesk Management?
Why is Proposify the best choice for Collaboration?
What Are the key features of Proposify for Content Management?
44+ more Business Use Cases
19 buyers and buying teams have used Cuspera to assess how well Proposify solved their Proposal Management needs. Cuspera uses 7070 insights from these buyers along with peer reviews, customer case studies, testimonials, expert blogs and vendor provided installation data to help you assess the fit for your specific Proposal Management needs.
Customer Testimonials
CUSTOMERS | TESTIMONIALS |
---|---|
![]() |
Before Proposify there was no easy way to find proposal content for a particular client and manipulate it. As every project that we do is so different, the ability to pop in a snippet about the type of fence, the kind of gates, or the number of sandbags that they need is invaluable. There are many ...things that we just had to type in manually; there was no easy way to get to them in to a bid quickly the way we were doing it before. |
![]() |
At the end of 2016, we were burnt out running three businesses. It wasn’t fun anymore, and we weren’t enjoying any facet of any of these companies that we used to love. We had heard of Proposify through a consultant and introduced it in 2017. So from the get-go, Proposify standardized everything. P...roposify gave us back so much time and gave me back hours of sleep, which we were desperately needing. |
![]() |
Proposify put this innovative business back in control of their brand and customer experience while empowering 70+ franchise owners to confidently close deals. Testimonial By Lisa Morgan |
CUSTOMERS | TESTIMONIALS |
---|---|
![]() Mark Dunn Bid Manager Rio Grande Fence Co |
Before Proposify there was no easy way to find proposal content for a particular client and manipulate it. As every project that we do is so different, the ability to pop in a snippet about the type of fence, the kind of gates, or the number of sandbags that they need is invaluable. There are many ...things that we just had to type in manually; there was no easy way to get to them in to a bid quickly the way we were doing it before. |
![]() Lisa Lavelle Operations Manager Catalina Tours |
At the end of 2016, we were burnt out running three businesses. It wasn’t fun anymore, and we weren’t enjoying any facet of any of these companies that we used to love. We had heard of Proposify through a consultant and introduced it in 2017. So from the get-go, Proposify standardized everything. P...roposify gave us back so much time and gave me back hours of sleep, which we were desperately needing. |
![]() Lisa Morgan Director of Marketing 360clean |
Proposify put this innovative business back in control of their brand and customer experience while empowering 70+ franchise owners to confidently close deals. Testimonial By Lisa Morgan |
Case Studies
CASE STUDY YHB CPA
CASE STUDY Fern Expo
CASE STUDY Sandler Training
CASE STUDY Seraph Consulting
CASE STUDY Razr Logistics
CASE STUDY VidCruiter
Video
Proposify helps Yellowstone Landscape land a 60% close rate to be a leader in their industry

Frequently Asked Questions(FAQ)
for Proposify
What is Proposify?
Proposify is a proposal software suitable for web design and marketing companies of all sizes. Its web platform that effectively streamlines the proposal writing process by addressing the usual issues that come with devising and writing proposals. It helps modern sales teams create, send, track, and e-sign winning proposals, contracts, and agreements.
Proposify delivers a quick and easy way to monitor and manage proposals, work closely with teams, and make custom-designed, reusable templates so proposals can be quickly made with spending time discovering content. All proposals can be fully white-labeled, may include interactive elements and are compatible with mobile devices.
Proposify features include Metrics and notification, Interactive quoting, Content library, Electronic signature, Custom fields and variables, Client input forms, Editors, Videos, Salesforce, Languages and more.
What is Proposify used for?
What are the top features of Proposify?
Who uses Proposify?
What are Proposify alternatives?
Where is Proposify located?
Proposify Competitors
Proposify Features
- Low
- Medium
- High
FEATURE | RATINGS AND REVIEWS |
---|---|
Analytics | Read Reviews (118) |
Custom Reports | Read Reviews (1242) |
CAPABILITIES | RATINGS AND REVIEWS |
---|---|
Analytics | Read Reviews (118) |
Custom Reports | Read Reviews (1242) |
Proposify Integrations
Proposify integrates with a wide range of software applications through its robust data import and export capabilities.
Software Failure Risk Guidance
?for Proposify
Overall Risk Meter
Top Failure Risks for Proposify
Proposify Inc. Profile
Company Name
Proposify Inc.
Company Website
https://www.proposify.comHQ Location
1877 Hollis St, Halifax, Nova Scotia B3J, CA
Employees
1-10
Social
Financials
SERIES A