A centralized repository for storing and reusing commonly used proposal sections, pricing tables, case studies, and terms and conditions.
Provides detailed analytics on how clients interact with sent proposals, showing open times, view duration, and which pages are read most.
Allows clients to sign proposals electronically directly within the document and, if integrated, pay deposits or first invoices via connected payment gateways.
Enables teams to set up multi-step internal review and approval processes for proposals before they are sent to clients.
Offers native two-way sync with major CRM platforms like Salesforce, HubSpot, and Pipedrive, syncing contact data, proposal statuses, and deal values.
Sales representatives in technology, consulting, or marketing agencies use Proposify to create detailed, multi-page proposals with custom pricing, implementation timelines, and case studies. The tracking feature tells them exactly when a decision-maker opens the proposal, allowing for perfectly timed follow-ups. This reduces the sales cycle and provides data to refine pitch materials based on what prospects actually read.
Agency owners and account managers use Proposify's template library to build visually compelling pitches that showcase their portfolio, proposed campaign strategies, and tiered service packages. The ability to embed videos and images helps them stand out. E-signatures streamline the onboarding process, turning a proposal acceptance into a signed contract instantly.
Independent professionals such as web developers, coaches, and writers use Proposify to send professional proposals quickly without design skills. They save reusable scope-of-work sections and standard terms. The platform handles sending, reminders, and signing, allowing them to focus on client work rather than administrative tasks, and presents a more established business image.
Companies with complex, usage-based or tiered pricing use Proposify to generate accurate quotes. Sales reps can configure pricing tables dynamically based on client needs. Integration with payment gateways like Stripe allows them to collect the first month's payment upon signature, automating the initial revenue capture and reducing accounts receivable time.
Large organizations use Proposify's approval workflows to ensure all proposals meet internal compliance, legal, and financial guidelines before being issued. Designated approvers from legal, finance, and department heads can review, comment, and approve within the system, creating an audit trail and preventing unauthorized discounts or non-standard terms from being offered.
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