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.

Other use cases:

  • Collaboration
  • Content Management
  • Rating And Review Management
  • Training & Onboarding
  • Communication Management
  • Workflow Management
  • Business Development
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Business Priorities

Acquire Customers and Increase Sales & Revenue are the most popular business priorities that customers and associates have achieved using Proposify.

Other priorities:

  • Enhance Customer Relationships
  • Increase Customer Life Time Value
  • Scale Best Practices
  • Improve ROI
  • Build Brand Awareness
  • Improve Consistency
  • Improve Digital And Social Presence
  • Grow Market Share
  • Enter New Markets Internationally Or Locally
  • Improve Internal Communications
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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 Are the key features of Proposify for Sales Document Management?

How does Proposify address your Engagement Management Challenges?

How does Proposify address your Helpdesk Management Challenges?

What solutions does Proposify provide for Collaboration?

What makes Proposify ideal 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
Proposify testimonial

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.

Testimonial By Mark Dunn
Proposify testimonial

Sean Hassan

President

JAN-PRO

With Proposify, not only are we continuing to award franchises, we're doing it from the comfort of people's homes. Other competitors of JAN-PRO in the Raleigh market have basically shut down. With the combination of Proposify and Zoom, my team are now able to do virtual proposals where we don't eve...n go to a client's site.

Testimonial By Sean Hassan
Proposify testimonial

Guy Bauer

CEO & Creative Director

Umault

In the early days when my job was for $50, I didn’t have a proposal solution because I didn’t think it would really matter. As our budgets increased, our proposals just needed to be better looking, more robust, and have different features like video. That’s why we went to Proposify. Testimonial By Guy Bauer
CUSTOMERS TESTIMONIALS
Proposify testimonial

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.

Testimonial By Mark Dunn
Proposify testimonial

Sean Hassan

President

JAN-PRO

With Proposify, not only are we continuing to award franchises, we're doing it from the comfort of people's homes. Other competitors of JAN-PRO in the Raleigh market have basically shut down. With the combination of Proposify and Zoom, my team are now able to do virtual proposals where we don't eve...n go to a client's site.

Testimonial By Sean Hassan
Proposify testimonial

Guy Bauer

CEO & Creative Director

Umault

In the early days when my job was for $50, I didn’t have a proposal solution because I didn’t think it would really matter. As our budgets increased, our proposals just needed to be better looking, more robust, and have different features like video. That’s why we went to Proposify. Testimonial By Guy Bauer

Case Studies

Information Technology and Services

CASE STUDY Paradox

Proposify helped Paradox scale their sales team by streamlining proposal creation. Paradox doubled their account executives and needed a consistent, scalable way to manage proposals. Proposify offere...d easy templates, a drag-and-drop builder, and Salesforce integration. The onboarding process was smooth, saving time for existing and new sales team members. Paradox used Proposify's professional services for fast proposal design and launch.

Information Technology and Services

CASE STUDY VidCruiter

Proposify helped VidCruiter organize and automate their proposal process. VidCruiter switched from messy Word documents to Proposify templates, making proposals more professional and consistent. The ...sales team saved over 100 hours each month. Proposify's automation and e-signature tools made it easier for clients to close deals. VidCruiter doubled its client base while keeping the same team size.

Transportation/Trucking/Railroad

CASE STUDY Razr Logistics

Proposify helped Razr Logistics close deals 10 times faster. The company struggled with slow, manual proposal processes and inconsistent documents. Proposify streamlined proposal creation and enabled... fast e-signatures. Integration with Pipedrive improved visibility and efficiency. Razr Logistics saved thousands in insurance claims and sped up operations.

Professional Training & Coaching

CASE STUDY Sandler Training

Proposify helped Sandler Training speed up their proposal process. Before, using Excel, it could take up to a month to close a deal. With Proposify, they now close deals in half the time, sometimes w...ithin 24 hours. Clients can sign contracts online, making the process easier and more professional. Sandler Training now has a 90% return rate on contract signatures. The team saves time and can focus more on business growth and client success.

Management Consulting

CASE STUDY Seraph Consulting

Proposify helped Seraph Consulting speed up their proposal process. Before, they used Word documents and took up to a week to send proposals. This slowed their growth and made it hard to meet urgent ...client needs. With Proposify, they built reusable templates and integrated with HubSpot. The tool was easy for non-designers and made proposals look professional. Proposify’s support team helped with setup and made the switch smooth.

Accounting

CASE STUDY YHB CPA

Proposify helped YHB CPA modernize their proposal process. Before Proposify, YHB CPA used manual Word documents and emails, which caused errors and wasted time. The firm needed a solution that integr...ated with HubSpot, was easy to use, and supported team collaboration. Proposify centralized proposal assets, improved professionalism, and reduced manual work. The support team and onboarding process made the transition smooth for YHB CPA.

Video

Proposify helps Yellowstone Landscape land a 60% close rate to be a leader in their industry

Video Thumbnail

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?

Proposify is a Proposal Management Software mainly used by its customers to Acquire Customers and Increase Sales & Revenue by Sales Document Management, Engagement Management and Helpdesk Management .

What are the top features of Proposify?

Templates, Alerts: popups & Notifications and Personalization are some of the top features of Proposify.

Who uses Proposify?

Proposify is used by Marketing And Advertising, Consumer Services and Computer Software among other industries.

What are Proposify alternatives?

Responsive (Formerly RFPIO), Better Proposals, Nusii and Quotient are popular alternatives for Proposify.

Where is Proposify located?

Proposify is headquartered at 1877 Hollis St, Halifax, Nova Scotia B3J, CA.
lightning

Peers used Proposify for sales document management and engagement management

Proposify Features

  • Low
  • Medium
  • High
FEATURE RATINGS AND REVIEWS
Analytics

4.84/5 ★

Read Reviews (118)
Custom Reports

4.03/5 ★

Read Reviews (1242)
CAPABILITIES RATINGS AND REVIEWS
Analytics

4.84/5 ★

Read Reviews (118)
Custom Reports

4.03/5 ★

Read Reviews (1242)

Software Failure Risk Guidance

?

for Proposify

Overall Risk Meter

Low Medium High

Top Failure Risks for Proposify

Proposify Inc. Profile

Company Name

Proposify Inc.

Company Website

https://www.proposify.com

HQ Location

1877 Hollis St, Halifax, Nova Scotia B3J, CA

Employees

1-10

Social

Financials

SERIES A