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 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 |
---|---|
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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. |
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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. |
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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 |
---|---|
![]() 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. |
![]() 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. |
![]() 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
CASE STUDY Paradox
CASE STUDY VidCruiter
CASE STUDY Razr Logistics
CASE STUDY Sandler Training
CASE STUDY Seraph Consulting
CASE STUDY YHB CPA
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 |
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Analytics | Read Reviews (118) |
Custom Reports | Read Reviews (1242) |
CAPABILITIES | RATINGS AND REVIEWS |
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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