Proposify Overview

Proposify offers features that streamline proposal processes and provide valuable insights. Users can easily manage proposals and enhance deal success.

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.

Reviews

"This scrappy startup modernized their proposal process in support of their mission to make compliance suck less!" - AJ Yawn

Proposify, Qwilr, Better Proposals, Proposable Proposal Software, Loopio RFP, 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.

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 can Proposify enhance your Engagement Management process?

How can Proposify enhance your Helpdesk Management process?

How efficiently Does Proposify manage your Collaboration?

How can Proposify enhance your Content Management process?

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

AJ Yawn

Co-Founder and CEO

ByteChek

This scrappy startup modernized their proposal process in support of their mission to make compliance suck less! Testimonial By AJ Yawn
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

Micah Kohne

CMO and Visual Litigation Strategist

High Impact

I can tell you that Proposify has made the whole process of preparing, sending, and getting proposals approved, much more efficient. I’d always looked at proposal software, but before Proposify I had never found one that worked for what we were doing. Proposify is the only company I’ve found that l...ets you design the proposals from the ground up. Which is important for us because the nature of each case we work on is so different.

Testimonial By Micah Kohne
CUSTOMERS TESTIMONIALS
Proposify testimonial

AJ Yawn

Co-Founder and CEO

ByteChek

This scrappy startup modernized their proposal process in support of their mission to make compliance suck less! Testimonial By AJ Yawn
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

Micah Kohne

CMO and Visual Litigation Strategist

High Impact

I can tell you that Proposify has made the whole process of preparing, sending, and getting proposals approved, much more efficient. I’d always looked at proposal software, but before Proposify I had never found one that worked for what we were doing. Proposify is the only company I’ve found that l...ets you design the proposals from the ground up. Which is important for us because the nature of each case we work on is so different.

Testimonial By Micah Kohne

Case Studies

COMPANY INDUSTRY CASE STUDIES
Proposify case study
Marketing and Advertising
Marketing and Advertising
Case Study Umault

With Proposify, Umault increased their proposal close rate by 30%.

Read More
Proposify case study
Construction
Construction
Case Study Rio Grande Fence Co

Learn How Proposify helps Rio Grande close deals quickly and gain more business.

Read More
Proposify case study
Legal Services
Legal Services
Case Study High Impact

How Proposify helps High Impact to close over 1,000 deals a year.

Read More

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?

Qwilr, Better Proposals, Proposable Proposal Software and Loopio RFP 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 Profile

Company Name

Proposify

Company Website

https://www.proposify.com

HQ Location

1877 Hollis St, Halifax, Nova Scotia B3J, CA

Employees

1-10

Social

Financials

SERIES A