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
See all business priorities See less business priorities

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

"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 fro...m the get-go, Proposify standardized everything. Proposify gave us back so much time and gave me back hours of sleep, which we were desperately needing." - Lisa Lavelle

Peer review evidence (same sources as the product rating summary)

"...I like many aspects of the tool, e-signature, tracking on time spent on different pages...." Peer review by Peter B, Sr. Systems Engineer, Computer Software
"...When some one is engaged with a proposal, the app notifies us and we get to see which sections the recipient spent time with...." Peer review by Tim W, President
"...Quick and helpful customer support Easy to use Nice analytics Affordable Attractive templates to start building out our own proposals...." Peer review by Todd Ramsey, Marketing and Advertising

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.

Proposify Customer wins, Customer success stories, Case studies

What Are the key features of Proposify for Sales Document Management?

What Are the key features of Proposify for Engagement Management?

How can Proposify enhance your Helpdesk Management process?

What Are the key features of Proposify for Collaboration?

How can Proposify optimize your Content Management Workflow?

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.

CUSTOMERS TESTIMONIALS
Proposify testimonial

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.

Testimonial By Lisa Lavelle
Proposify testimonial

Erich Berger

Senior Manager, Business Development & Strategy

ADT Cybersecurity

I thought there must be some type of software available that would allow us to put together a consistent, uniform, nice looking proposal on a high-volume basis and provide accurate tracking of total running sales and rep activity. Testimonial By Erich Berger
Proposify testimonial

Richard Kask

Director of Growth

Nucleus Networks

The driver to find a solution was our growth. We were focused on a cross Canada presence so needed to ensure standardization and provide autonomy to get deals out that were consistent, accurate, and on-brand. Testimonial By Richard Kask
CUSTOMERS TESTIMONIALS
Proposify testimonial

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.

Testimonial By Lisa Lavelle
Proposify testimonial

Erich Berger

Senior Manager, Business Development & Strategy

ADT Cybersecurity

I thought there must be some type of software available that would allow us to put together a consistent, uniform, nice looking proposal on a high-volume basis and provide accurate tracking of total running sales and rep activity. Testimonial By Erich Berger
Proposify testimonial

Richard Kask

Director of Growth

Nucleus Networks

The driver to find a solution was our growth. We were focused on a cross Canada presence so needed to ensure standardization and provide autonomy to get deals out that were consistent, accurate, and on-brand. Testimonial By Richard Kask
 

YHB CPA - Accounting - Medium

Winchester, USA

Proposify helped YHB CPA modernize their proposal process. Before, the team used Word documents and manual tracking, which caused delays and errors. With Proposify, YHB centralized proposal assets, i...mproved collaboration, and integrated with HubSpot. The team now creates proposals faster and with fewer mistakes. Clients and prospects notice the more professional look. The marketing team saves time and works more efficiently.

 

VidCruiter - Information Technology And Services - Medium

Moncton, Canada

Proposify helped VidCruiter double its client base. VidCruiter switched from Word documents to Proposify for proposal management. The sales team now saves over 100 hours each month. Proposify improve...d proposal quality and messaging consistency. VidCruiter can now track proposals and monitor sales performance. The company competes better with larger rivals and delivers a more professional client experience.

 

Sandler Training - Professional Training & Coaching - Medium

Baltimore, USA

Proposify helped Sandler Training cut their proposal process from a month to just one day. Before, they used Microsoft Excel and had a five-step process that was slow and hard to manage. Now, clients... can sign proposals online, making it faster and easier. Sandler Training saw a 90% return rate on contract signatures. The team spends less time on paperwork and more time growing their business.

 

Seraph - Management Consulting - Small

Detroit, USA

Proposify helped Seraph, a consulting firm, speed up their proposal process. Before, it took days or even a week to send proposals. With Proposify, Seraph can now create proposals in minutes using te...mplates and CRM integration. The team reduced errors and improved brand presentation. Clients noticed faster turnaround and a smoother experience, boosting satisfaction.

 

Razr Logistics - Transportation/Trucking/Railroad - Medium

Centennial, USA

Proposify helped Razr Logistics close deals 10x faster. The sales team used to wait days for signed proposals. Now, they send and sign proposals in minutes from anywhere. E-signatures on pricing and ...insurance terms saved the company hundreds of thousands of dollars in claims. The team gained visibility into the sales process and saved 500 hours per quarter, cutting $40,000 in admin costs. Proposify templates and CRM integration made adoption easy for their 15-20 sales reps.

 

Paradox - Information Technology And Services - Medium

Scottsdale, USA

Proposify helped Paradox scale its sales team by standardizing proposal creation. The sales team doubled in size, but proposals were inconsistent and hard to manage. Proposify's Salesforce integratio...n and drag-and-drop builder made it easy to create, update, and track proposals. Templates and synced updates saved time and improved proposal quality. Now, account executives can generate on-brand proposals in minutes and keep all information current.

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

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Frequently Asked Questions (FAQ)

What buyers ask before choosing 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