Product Business Settings

Proposify is popular in Marketing And Advertising, Consumer Services, and Computer Software industries and is widely used by Small Business, Mid Market, and Enterprise.

Integrations

CRM
Content Marketing
Help Desk
Project Management

Proposify Product 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.

How satisfied the customers are with Proposify use-cases

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
"A big part of our sales team’s success is due to training and offering the best resources and support - whatever the sales reps think will help them close the deal, we want to provide for them. So, when they came to us and said, ‘Hey, the proposals ...are great but they take a really long time for us to put together and they're feeling a little stale. Is there anything we can do?’, we started looking for a solution, and that’s when we found Proposify." - Joseph Barnes

Proposify Customer Insights, Testimonials and Case Studies

What solutions does Proposify provide for Sales Document Management?

What Are the key features of Proposify for Engagement Management?

How efficiently Does Proposify manage your Helpdesk Management?

How does Proposify facilitate Collaboration?

What benefits does Proposify offer for Content Management?

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.

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

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

Joseph Barnes

Director of Marketing

Yellowstone Landscape

A big part of our sales team’s success is due to training and offering the best resources and support - whatever the sales reps think will help them close the deal, we want to provide for them. So, when they came to us and said, ‘Hey, the proposals are great but they take a really long time for us ...to put together and they're feeling a little stale. Is there anything we can do?’, we started looking for a solution, and that’s when we found Proposify.

Testimonial By Joseph Barnes
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
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

Joseph Barnes

Director of Marketing

Yellowstone Landscape

A big part of our sales team’s success is due to training and offering the best resources and support - whatever the sales reps think will help them close the deal, we want to provide for them. So, when they came to us and said, ‘Hey, the proposals are great but they take a really long time for us ...to put together and they're feeling a little stale. Is there anything we can do?’, we started looking for a solution, and that’s when we found Proposify.

Testimonial By Joseph Barnes
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

ADT Cybersecurity - Information Technology And Services - Large

Proposify helped ADT Cybersecurity fix their proposal process. The team struggled with inconsistent documents and pricing errors. They had trouble tracking thousands of bids for K-12 Erate projects. ...Proposify gave them a way to create uniform, branded proposals and track sales activity. This made it easier to manage high volumes and reduced manual errors. The sales team now responds faster and with more accuracy.

Read on →

Fern Expo - Events Services

Proposify helped Fern Expo fix their broken proposal process. Fern had problems with inconsistent proposals and lost over a million dollars due to mistakes. Proposify gave Fern a single platform for ...proposal management. Fern grew from one user to 24 licenses. Fern increased revenue by 200% after using Proposify. The platform made their proposals consistent and protected their brand.

Read on →

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

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Peers used Proposify for sales document management and engagement management

Proposify Features

  • Low
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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

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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