Proposify

Summary

Proposify is proposal software built for sales teams to quickly create, track, and sign professional proposals, shortening sales cycles and boosting close rates.

What is Proposify?

Proposify is a cloud-based proposal management platform that helps sales teams escape the chaos of Word docs and PDFs. It offers a drag-and-drop template editor, e-signatures, real-time tracking, and CRM integrations, letting you finish professional proposals in 17 minutes and use data insights to understand client engagement and close faster.

Core Capabilities

• Branded templates: Drag-and-drop editor for custom proposals, quotes, and contracts
• E-signatures: Built-in signing on any device, anytime
• Real-time tracking: See when clients open proposals, time spent, and interaction details
• CRM integrations: Auto-pull data from Salesforce, HubSpot, and more to reduce errors
• Content library: Centralized, reusable templates, sections, and images
• Interactive quoting: Let clients adjust quantities or select add-ons
• Approval workflows: Auto-trigger manager approval based on deal size or discount
• Payment integration: Connect Stripe to collect payment on signature

Pros

• 2x close rate: Customers average twice the industry close rate
• Fast creation: Proposals done in 17 minutes on average
• Quick wins: 43% of proposals won within 24 hours of opening
• Fewer errors: CRM auto-fill prevents name, address, or pricing mistakes
• Strong visibility: Detailed analytics on time spent per section to optimize follow-up

Cons

• Basic plan limits: Only 5 sends per month, not suitable for high-volume use
• Design time needed: Custom templates require effort, or paid design service
• Add-on costs: Salesforce integration, SSO, and workspaces cost extra
• Learning curve: First-time users need to learn drag-and-drop editor and integrations
• Cloud-dependent: No offline access

Decision Guidance

Use Proposify if: Your sales team needs to create professional proposals fast, track client engagement, and speed up signing—especially if you already use a CRM and want automated data fill.

Consider alternatives if: You only send simple quotes occasionally (Basic plan too limited), or you're a very small team on a tight budget and can manage with lighter tools or manual processes.