Proposify Overview

Proposify is a proposal, quoting, and contract management software that revolutionizes how businesses create, send, track, and close proposals and business contracts. It’s widely used in dozens of B2B industries, from professional services to high-tech and SaaS. The platform gives sales teams beautifully designed, customizable templates they can tailor to fit their brand and business needs. It includes additional electronic signatures, real-time notifications, and analytics features that give sellers the tools they need to monitor proposal engagement and expedite the closing process.

Using Proposify, sales reps significantly reduce the time and effort required to produce high-quality proposals. Rather than focus hours on administrative tasks, they can spend time structuring deals with potential customers. The software supports collaboration between team members, ensures all proposals are error-free, and facilitates a smooth workflow from proposal creation to final approval. The result for Proposify users is higher close rates and improved client relationships. Proposify’s ability to integrate with CRM and other sales software is the icing on the cake — it’s it an indispensable tool for modern sales operations​.

Proposify is a B2B proposal, quoting, and contracting platform designed to streamline the creation, tracking, and management of sales documents. Over 8,000 B2B services across 50+ countries use it to deliver polished, professional proposals and contracts to their customers.

Core features of Proposify include:

• Customizable proposal templates
• Centralized content library
• Electronic signatures
• Proposal analytics
• Interactive pricing
• Approval workflows and permissions
• Extensive integration library

Customizable proposal, quote, and contract templates. Proposify offers a library of pre-designed, customizable templates that allow users to create professional documents quickly and consistently. Admins can tailor to match the company’s branding, ensuring all proposals are visually appealing and on-brand.

Centralized content library and document storage. Proposify’s centralized content library stores all approved templates, images, fees, and content. All sales quotes, proposals, and business contracts are accessible to authorized team members from anywhere, on the cloud.

Electronic signatures. The platform includes integrated electronic signature functionality, so clients can sign proposals on their computers, tablets, or smartphones. Signatures are trackable, and the system automatically notifies the sales rep when a document is signed.

Proposal analytics. Proposify provides detailed analytics and insights into how proposals are performing. Users can track views, engagement, and time spent on each section of the proposal, allowing sales teams to make data-driven decisions and follow-up actions.

Interactive pricing. Within the platform, Proposify includes interactive pricing tables that allow clients to select and customize options directly within the proposal. Businesses can include multiple pricing options, upsell or cross-sell to increase deal size, and easily make changes before finalizing the contract.

Approval workflows and permissions. The software supports advanced approval workflows and user permissions. Sales teams and deal desks can set specific roles and approval conditions to ensure that proposals are reviewed and approved by the necessary stakeholders before being sent to clients.

Extensive integration library. Users can seamlessly integrate their CRM with Proposify to keep all proposal activities synchronized with the broader deal workflow and maintain a unified view of the sales pipeline and customer interactions. It also integrates with marketing automation tools like Mailchimp, revenue intelligence platforms like Gong, and collaboration tools like Slack and Trello.

Proposify’s customers report several benefits of using the platform for proposal generation, quoting, and contract management. The most essential ones include:

• Professional proposals that impress clients and improve brand perception
• Faster quote-to-cash cycle with improved close rates
• Seamless collaboration between sales, marketing, operations, and the deal desk
• Reduction in errors and inconsistencies in proposals
• Cost savings from streamlined proposal creation process and reduced administrative tasks
• End-to-end visibility into the proposal process for better decision-making
• Improved customer relationships through user-friendly client interfaces, transparent proposals, and fast turnaround

Proposify works for several different industries, but each industry has its specific needs, requirements and use cases. The top industries using Proposify include:

1. Marketing Agencies

Client-specific proposals. Digital marketing agencies can build highly customized proposals tailored to each client’s unique needs and campaign goals. They can start with templates and pre-approved content, then edit and tailor to each client with new videos, images, case studies, and project details.

Interactive campaign plans. Agencies can include interactive elements like embedded videos and dynamic pricing tables to outline different campaign packages and their respective outcomes. That way, clients can easily understand and engagee with the proposed strategies.

Performance tracking. Proposify’s analytics tools enable digital marketing agencies to track proposal interactions, providing insights into client behavior and preferences. This data helps agencies refine their pitches and follow-up strategies to increase conversion rates.

2. Software-as-a-Service (SaaS)

Detailed technical proposals. Software vendors can leverage include one-off and recurring costs, account for discounts, and ramp up over time. They can outline detailed technical features, pricing tiers, and service level agreements (SLAs) within their proposals and add context with embedded images and videos.

Streamlined contract management. With Proposify, SaaS providers can store contracts and recurring billing agreements in a central location, making it easy to track and manage renewals, upselling opportunities, and terminations.

Faster deal cycles. Proposify’s templates and interactive pricing tables let sales reps create custom quotes within minutes instead of days. Sellers can close deals and manage customer communication within CRM, so there’s accountability at every step.

3. Professional Services

Visual project plans. Local service businesses can use Proposify to include detailed blueprints, plans, and project timelines within their proposals. They can add high-resolution images or even videos to showcase previous work and help clients visualize their services.

Efficient pricing and contract management. With Proposify’s interactive pricing, service providers can present detailed cost breakdowns with options to upsell, cross-sell or offer discounts. They can also include terms and conditions and electronic signatures within the proposal to make it a one-stop shop for clients.

Time-saving collaboration. Service providers often involve multiple team member​s in the proposal creation process. Proposify allows for real-time collaboration when building, editing, and finalizing documents. This makes it easier to get input and approvals from all stakeholders before sending the final proposal to clients.

Proposify’s pricing model includes two different options: Team and Business.

• Proposify Team ($49 per user per month, billed quarterly or annually) — Ideal for smaller businesses and growing sales teams. Includes unlimited documents, custom fields, variables, and forms, and all of Proposify’s standard features and integrations.
• Proposify Business (custom) — Perfect for large organizations and franchises with more than 10 users. The Business plan includes premium support, onboarding services, and features like SSO, API access, custom roles and permissions, advanced approvals, and dedicated support.

While Proposify is an excellent tool for professional services firms, local businesses and franchises, digital agencies, and some software vendors, it doesn’t support sales cycles that require advanced product configuration or guided selling. If those are priorities for your business, it’s better to invest in a CPQ (configure, price, quote) tool.

Here’s a look at three alternatives to Proposify, depending on your industry:

Top 3 Proposify Alternatives

PandaDoc CPQ

PandaDoc CPQ is a comprehensive software solution designed to streamline the process of creating, sending, and tracking sales documents, including quotes, proposals, and contracts. While Proposify focuses primarily on proposal creation, the quoting process, and contract management, PandaDoc extends its functionality to detailed configuration and pricing for products and services. PandaDoc also offers a free plan, making it more accessible for small businesses and startups, while Proposify does not. If your business involves complex product configurations and requires detailed pricing and quoting capabilities, PandaDoc’s CPQ features will be more beneficial.

DealHub CPQ

DealHub CPQ features advanced configuration capabilities, dynamic pricing models, guided selling processes, and real-time analytics. DealHub is known for its ease of implementation and user-friendly interface, which allows sales teams to generate accurate quotes quickly, for complex deals​. DealHub CPQ covers the entire sales cycle, incorporates a digital sales room (DealRoom) for collaborative selling, and incorporates a guided selling approach with question-based flows and multiple sales playbooks tailored to various stages of the sales cycle. DealHub is designed to be easy to implement and maintain without requiring extensive IT support. Its no-code platform allows sales and operations teams to make ongoing adjustments to pricing and product configurations independently, making it perfect for mid-sized and enterprise B2B SaaS sales teams.

PROS CPQ

PROS CPQ utilizes AI and machine learning to provide dynamic pricing and personalized sales recommendations. It’s designed to handle high-volume, complex quotes with the ability to support up to 10,000 line items without compromising speed or performance and seamless integration with ERP systems. This is crucial for large enterprises with extensive product catalogs and intricate pricing models, which goes beyond the scope of Proposify’s primary focus on creating visually appealing proposals. If you’re in an industry like manufacturing, healthcare and medical devices, or engineering and construction, PROS CPQ’s advanced AI-driven capabilities will provide the necessary tools, structure, and scalability to optimize your sales processes and ensure accurate, competitive quotes.

Out of 5 reviews, Proposify has a rating of 4 out of 5 stars on Gartner Peer Insights. In their reviews, users note its simplicity and visibility into the sales process. However, some reviewers note that the design editor could be improved.

The reviewers and customer demographics are as follows:

Reviewer’s Company Size

• <50M: 60%
• $50M-$1B: 20%
• $1B-$10B: 205%

Reviewer’s Industry

• Banking: 40%
• Healthcare and Biotech: 20%
• Insurance (except health): 20%
• Miscellaneous: 20%

Reviewer’s Deployment Region

• Asia/Pacific: 60%
• North America: 20%
• Europe, Middle East, and Africa: 20%

Gartner Peer Insights affirms that Proposify is an easy-to-use, robust digital proposal software.

Andrew Parker

Andrew is a professional copywriter with expertise in creating content focused on business-to-business (B2B) software. He conducts research and produces articles that provide valuable insights and information to his readers.

Proposify Overview

• 1Why this product is good
• 2Product Details
• 3What are the advantages of using Proposify?
• 4What industries are best suited for this solution?
• 5Prices
• 6Is there anyone else out there?
• 7Valuable Insight From Real Customers
• 8FAQs