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Proposify

Proposify Review 2024: Best Proposal Software to Close Deals Faster

Professional, branded proposals from conversation to close.

Proposify gives your team the control and visibility to quickly create, track, and sign winning proposals while increasing your team's close rate.

DAHLIA
AUDIO VISUAL EXCELLENCE
OmegaSEO

Optimized for Success.

See how it works in 3 minutes
PROJECT
PROPOSAL

8,976 companies are crushing their close rates with Proposify.

Our customers know the easiest way to close more deals is with a streamlined process and professional, competitive sales documents.

2x
close rate

Proposify customers enjoy a close rate 2x the industry average.

17
minutes

On average Proposify proposals are created in 17 minutes or less.

24 hr
turnaround

43% of proposals sent through Proposify are won within 24 hours of opening.

Don't take our word for it.

Proposify is the leading proposal software on G2, Capterra, and other review sites.

Winter 2024
Leader
G2
Winter 2024
High
Performer
ENTERPRISE
G2
Milestone
Users
Love Us

Accelerate your pipeline with proposal software designed for busy teams who want to win.

On-brand, professional documents that leave your competition in the dust.

Not a designer? No problem. Customize design-friendly, drag-and-drop templates to create beautifully branded quotes, proposals, and agreements.

They'll elevate your brand, reinforce your professionalism, and help your company stand out (way out) from the competition.

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Our Approach
03

OUR
APPROACH

PROJECT
PROPOSAL

Approve
Draft

Unclog the bottlenecks that are slowing your sales cycle.

Stop getting in your own way. Minimize the approvals process without losing control of what your reps are sending out the door with standardized, pre-approved content.

Champion your sellers by making it easy for them to create and send on-brand, error-free documents in minutes.

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Eliminate inefficient workflows.

You're losing time and deals if your reps are constantly bogged down in old Word Docs, PDF libraries, and multi-thread emails.

Set up a centralized content library and reusable templates so reps can find what they need when they need it and send winning proposals quickly—ahead of the competition.

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Pink Section
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ANDERSON
LANDSCAPING

GROWING
GREENER
SPACES

Stop losing big deals because of small errors.

Something as simple as a wrong name, address, or, worst of all, incorrect pricing can impact your close rates.

Proposify pulls data directly from your CRM to eliminate embarrassing typos caused by human error and rogue sellers. Plus, you can lock down important proposal elements so reps can't edit them.

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Speed up the signature process 3x faster.

Print/sign/scan is for delays and dinosaurs, not modern deals. Esignatures let your prospects sign any time from any device so you can get the deal done and get on with business.

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Add your signature

Billy

Project Proposal

Activity
Analytics
1d.
ago
Document has been marked as won.
1d.
ago
Sarah Pascoe has signed the document.
1d.
ago
Rosa Lynch has signed the document.

Track prospect engagement and get ahead of deal killing objections.

Gain total visibility into how prospects are interacting with your sales docs. Get notifications when they open the proposal and detailed analytics on the time spent on each section.

With this knowledge at your fingertips, you can tailor follow-up strategies and seize opportunities for quicker closes.

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Proposify fits right in with your existing tech stack.

Our proposal software integrates effortlessly with most major sales, invoicing, and CRM platforms to ensure it stays the single source of truth. See our integration library to learn more.

HubSpot
salesforce
Zoho
pipedrive
GONG
vidyard
zapier
Intercom
stripe

Our software is awesome but our people are awesomer.

★★★★★

" Fantastic Business Partner with RockStar Service "

"We had a dedicated Proposify Rep who took the time to dig into the details of how our business functions, plus the needs of our employees using the platform. Then they offered training classes to roll things out to the entire team, videos specific to our templates, etc. Absolutely above and beyond service."

Katy M.
Senior Account Manager
★★★★★

" OBSESSED! "

"I love the simplicity Proposify offers. Not only is it easy to modify my proposals, it's a clean look for my customers and makes our SOW very definable. I love the ability to look at metrics as well as to who is viewing my proposal and when."

Aubrey E.
Vice President of Sales
W

"Proposify is a game changer for us. It gives my company the ability to portray the complexity of our value proposition to our clients in a beautiful and impressive way, using a multi-page proposal that is flexible with so many features. Since launching our customized proposal template our close rate seems to have doubled. Definitely pay for the design service, well worth the money."

Jennings Staley
Chief Executive Officer at We Treat

Pricing built for growing sales teams

Simple, transparent pricing. USD ($).

Team Plan

Perfect for small teams creating standard proposals.

$49 /user/month
  • Unlimited documents
  • Custom fields & variables
  • Standard integrations
  • Chat support
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Most Popular

Business Plan

For growing sales teams who need control and visibility.

Custom
  • Everything in Team, plus:
  • Roles & permissions
  • Approval workflows
  • Salesforce integration
  • Dedicated CSM
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Frequently Asked Questions

Does Proposify integrate with my CRM?
Yes. Proposify offers robust, native integrations with major CRMs including Salesforce, HubSpot, Pipedrive, and Zoho. This allows you to pull contact and deal data directly into your proposals, eliminating manual entry.
Are the e-signatures legally binding?
Absolutely. Proposify's electronic signatures are completely secure and legally binding under ESIGN and UETA acts.
Do I need design skills to make proposals look good?
Not at all! Proposify comes with a vast library of professionally designed templates that you can easily customize to match your brand colors and fonts using a simple drag-and-drop editor.

Ready to close more deals, faster?

Join thousands of sales teams who have ditched Word and PDFs for Proposify.

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No credit card required. 14-day free trial.

Disclaimer: This is an affiliate page created for review purposes. We may earn a commission if you purchase through our links, at no extra cost to you. The official logo, trademark, screenshots, and brand assets belong to Proposify. All rights reserved by the respective owners.

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