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Proposify Proposal

Proposify

Brand: Proposify

  • 4.4

  • 5 Ratings

Proposify is a robust document generation software that accelerates sales, enhances collaboration, and creates impactful, brand-consistent proposals to close deals faster.

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Starting at $49

Proposify Software Overview

What is Proposify Software?

Proposify is a leading quoting software to streamline and enhance the sales document process. It helps the sales team eliminate document bottlenecks with visibility into the closing stage of the sales cycle. This is a game-changer for sales teams facing challenges with traditional tools like Word, PowerPoint, and Excel.

It locks down design and content with templates, snippets, and a central library, freeing reps from search and duplication. It offers a streamlined workflow with pre-approved content to send winning proposals with just a few clicks. Users get insights into the sales cycle, visibility into proposal status, views by prospects, and detailed page analytics. The platform also delivers an impressive client experience by replacing traditional PDFs with interactive proposals featuring e-signatures, videos, and customized viewing experiences. With Proposify, teams can bring predictability, consistency, and confidence to elevate the entire proposal process.

Why Choose Proposify?

  • Document Lockdown: Ensure error-free proposals with templates, snippets, and a central library, locking down design and content for a consistent brand image.
  • Streamlined Workflow: Free your reps from search and duplication with a simple workflow using pre-approved content for efficient proposal creation.
  • Impressive Client Experience: Impress clients with modern, interactive proposals featuring e-signatures, interactive pricing, client previews, and multilingual support.
  • Content and Brand Management: Maintain a consistent brand image with a content library, design editor, roles and permissions, and CRM integrations.
  • Powerful Insights: Remove the black box from the sales process with snapshot profiles, metrics, pipeline tracking, and notifications with detailed visibility.

Benefits of Proposify Document Generation Software

  • Close deals faster with efficient proposal workflows.
  • Real-time team interaction for impactful proposals.
  • Insights to make informed decisions and improve forecasting.
  • Maintain professional and on-brand document presentations.
  • Modernize proposals with interactive features for client engagement.
  • Structured workflows for seamless document approval processes.
  • Elevate the close rate with personalized and impressive proposals.

Proposify Pricing

Proposify price in India starts from $49 at techjockey.com. It comes with multiple pricing plans and caters to a diverse customer base.

For subscription-related details and offers on premium packages, please request a call back from our product experts.

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Proposify Company Details

Founded Year:  2012

Proposify helps modern sales teams create, send, track, and e-sign winning proposals, contracts, and agreements.

Director/Founders Kevin Springer, Kyle Racki
Company Size 1-100 Employees

Proposify Pricing & Plans

TEAM PLAN
Key Features
  • Unlimited Documents
  • Custom Fields, Variables, & Forms
  • Standard Integrations
Starting at $49
    • Monthly

      Monthly
      Monthly

Key Features

  • Unlimited Documents

  • Custom Fields, Variables, & Forms

  • Standard Integrations

Proposify Features

  • icon_check Document Generation
    Create professional documents with Proposify's document generation tools with consistency and brand identity.
  • icon_check Proposal Management
    Streamline your sales cycle with efficient proposal management, from creating and closing a deal.
  • icon_check Collaboration
    Enhance communication and collaboration on proposals in real time with a unified approach to client engagements.
  • icon_check Integrations
    Seamlessly connect Proposify with your favorite tools and CRMs to efficiently keep all your data in sync.
  • icon_check Roles & Permissions
    Define user roles and permissions to secure documents and maintain data integrity throughout the proposal lifecycle.
  • icon_check Approval Workflow
    Establish a structured approval process through the necessary reviews and approvals before reaching clients.
  • icon_check Contact Management
    Manage and organize your contacts with accurate and up-to-date information for personalized and targeted proposals.
  • icon_check Proposal & Quotations
    Create compelling proposals and quotations that resonate with clients using the software’s customizability features.
  • icon_check Document Management
    Organize and manage all your sales documents with easy access and version control for a streamlined document repository.
Proposify Demo Video play icon

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Watch the demo video to explore key features, real workflows, and how the software fits your business needs.

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Proposify Specifications

Supported Platforms
Ubuntu Ubuntu Windows Windows MacOS MacOS Linux Linux
Devices
Desktop Desktop Mobile Mobile Tablet Tablet iPad iPad
Deployment
Cloud-Based Cloud-Based
Suitable For
All Industries
Business Specific
All Businesses
Business Size
Small Business Medium Business Enterprises
Customer Support
Email Communities
Language
English
Training Resources
Videos

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Proposify Review

4.4

Out of 5

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Overall Rating

Based on
5 Verified Ratings

Rating Breakdown

  • Features 4.6
  • Value for Money 4.4
  • Ease of Use 4.7
  • Customer Support 4.2

92% Recommend this Product

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Which operating system does Proposify support?

Proposify Document Generation Software is compatible with Windows and macOS device systems.

Is there any Proposify Document Generation App?

Proposify app is available on Android and iOS devices.

What is the deployment type of the Proposify Document Generation Software?

Proposify Document Generation Software supports web-based deployment.

How much does Proposify Software cost?

Proposify Document Generation Software pricing starts at $49 for a team plan at techjockey.com.

Who are the potential users of Proposify?

Proposify Software can be used by small to large-scale businesses, sales representatives, channel partners, government companies, and individual businesspeople who need dynamic document generation software to close deals faster.

Is there any free trial or demo for the Proposify Platform?

Proposify platform demo is available for free with techjockey.com.

Is the Proposify Document Generation Software Free?

Proposify Document Generation Software offers a free trial. However, the premium plan with advanced features starts at $49.

How can you download Proposify?

Proposify Document Generation Software installation is not required, as it is web-based. Just open the Setup Wizard to get started.

How does Proposify Document Generation Software Work?

Proposify streamlines document generation. It helps sales teams to create, collaborate on, and track impactful proposals. With features like templates and collaboration tools, it simplifies the sales cycle for faster closing.

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Terms and Condtions

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Users with registered businesses can purchase goods from merchants on the platform to satisfy their business needs. Users are not permitted to utilize any products acquired through the platform for resale, advertising, business, or further distribution.

For each purchase made, users will receive a Tax Invoice (or 'GST invoice') that includes specific details such as:

  • the GSTIN of the user associated with their registered business, and

  • the specified Entity Name for their business.

It should be noted that not all products are eligible for GST Invoice. Only the products displayed by participating sellers with the 'GST-based Invoice Available' callout on the product description page would qualify.

Certain goods and services are not eligible to get a GST Invoice, including items with VAS, i.e., Value Added Services (e.g., Total Mobile Protection/Assured Buyback) and those involving an exchange offer at the time of purchase.

Users must ensure the accuracy of the GSTIN, and business entity name provided for the GST Invoice. Requests for corrections into GST Invoice would not be accommodated by Techjockey.com or any Seller, and any issues arising from user-provided information are the sole responsibility of users.

Techjockey.com is not liable for the GST Invoice or any associated input tax credit. To efficiently claim an input tax credit, users should select the registered place of business address as per the GST authority's data and follow the provisions of the GST Act and rules.

To claim an input tax credit, the delivery and billing addresses must match. Furthermore, input tax credits will not be granted if the delivery address and GSTIN on the invoice are from different states. In case of incorrect GST details provided during the order placement, the order will be canceled automatically.