Proposify

Founded by Kyle Racki in 2013

Create, send, and track business proposals with e-signatures built in

Pricing model

Free Trial

Rating

★ People love it

Time to value

Quick Setup (< 1 hour)

You can use Proposify to build branded sales proposals and quotes using a drag-and-drop editor, then send them to prospects and track when they open them. It pulls data from your CRM to fill in proposal details automatically, reducing errors. You can set up approval workflows so managers control what goes out, lock down content so reps can't change pricing, collect e-signatures, and get analytics on how much time prospects spend on each section.

What Proposify does

Build a proposal from a branded template using drag-and-drop blocksSend a proposal link directly to a prospect's emailGet an email alert the moment a prospect opens your proposalPull client data from your CRM into proposal fields automaticallySet approval rules so discounts above a threshold require manager sign-offCollect a legally binding e-signature from a prospect on any deviceReview proposal analytics to see which sections prospects read mostExport a PDF version of any proposal that matches the digital versionDrag-and-drop proposal editor with branded templatesReal-time notifications when prospects open a proposalPer-section analytics showing how long prospects read each partCRM data pull to auto-fill proposal fields and reduce typosLock down pricing and content so reps can't edit critical sectionsBuilt-in e-signatures so prospects can sign from any deviceApproval workflows triggered by deal size or discount thresholdsCentralized content library with reusable sections and images