Proposify

Key Features

Get back billable hours you’re wasting every month! You know how it is. Half the time you spend on proposals, you’re hunting around for past content or finding and replacing names instead of working on a compelling pitch. We cut out the BS by auto-saving and versioning your content so you can easily drop in sections to create new proposals in minutes. Variables will automatically replace with the correct details, like client name, so you barely need to lift a finger! Custom-brand your documents with ease! Most proposal software puts you in a box. Not us. We’ve taken cues from Adobe InDesign to make a true WYSIWYG editor that lets you customize typography, size and place images and shapes, fine-tune layout and make your proposal look as fantastic as you need it to without needing to know HTML or CSS. Can’t design your way out of a paper bag? No problem, we’ve got some beautiful pre-made themes you can start with and tweak as needed. Keep your account team organized! Do you have multiple account people sending proposals every month? Say goodbye to emailing around big documents or dealing with clunky file sharing tools. Now you can assign an account manager to a proposal, leave comments and to-dos for the sales team, and even work on the same document together! Everyone has access to the same branded templates so your whole process is simplified. Clients review and sign-off in the browser! Your prospective client gets an email with a custom link to your agency’s branded URL; They click the link and open your proposal in the browser, review your pitch, watch your videos, select optional fees, download a high-res PDF, click accept and sign off right there. It’s faster, easier and you’ll save trees. We even show you exactly when they opened your proposal. Metrics give you insights to benchmark your sales! If you’re just using regular old document editors like Word and InDesign for your proposals, you’re missing out on valuable metrics that can help you improve your sales process. We show your win/loss ratio by month, quarter and year, and auto-generate a sales pipeline so you can see what deals are on the table helping you forecast your business opportunities. Sync up your proposals with your other business apps! Import your contacts and Proposify auto creates deals and marks them as won in your CRM, then creates draft invoices in your accounting software, saving you time from bouncing around multiple web apps.