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    • Product OverviewGet a complete view of Proposify's proposal management platform and capabilities.
    • Automate Your WorkflowsStreamline your document workflow with templates, AI, automation, and team collaboration tools.
    • Create and sendBuild beautiful, branded proposals and quotes with our intuitive drag-and-drop editor.
    • IntegrationsConnect Proposify seamlessly with your existing CRM and business tools.
    • Track and CloseMonitor proposal engagement and accelerate your sales cycle with real-time insights.
    • APIBuild custom integrations and extend Proposify's functionality with our developer resources.
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    • How Fern Grew Revenue 200% with Proposify
      How Fern Grew Revenue 200% with Proposify
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      How Proposify Removed the Barriers to this Consulting Firm’s Growth
    • How Proposify helped EverLine increase their close rates dramatically and tailor follow-ups for 59 franchises
      How Proposify helped EverLine increase their close rates dramatically and tailor follow-ups for 59 franchises
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    State of Proposals 2025 Report

    We’ve dug deep into our data and extracted the information that sales and marketing leaders can use to make their proposals better and boost their business.

    Read more
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  • Product
    • Product OverviewGet a complete view of Proposify's proposal management platform and capabilities.
    • Automate Your WorkflowsStreamline your document workflow with templates, AI, automation, and team collaboration tools.
    • Create and sendBuild beautiful, branded proposals and quotes with our intuitive drag-and-drop editor.
    • IntegrationsConnect Proposify seamlessly with your existing CRM and business tools.
    • Track and CloseMonitor proposal engagement and accelerate your sales cycle with real-time insights.
    • APIBuild custom integrations and extend Proposify's functionality with our developer resources.
  • Solutions
    • USE CASES
      • Proposals
      • Quotes
      • eSignatures
      • Contracts
    • INDUSTRIES
      • Consultants
      • Landscaping
      • Janitorial
      • Construction
      • See more >
    • ROLES
      • Sales
      • Marketing
      • Operations
  • Templates
  • Pricing
  • Resources
    • LEARN
      • Case Studies
      • Demo Center
      • Webinars
      • Blog
      • Videos
      • Newsletter
      • See more >
    • SUPPORT
      • Knowledge base
      • Getting started guide
      • Product updates
      • Security
      • Professional Services
      • Refer a friend
      • Contact support
  • Log in
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Create, send & track proposals faster – 2x your close rates.

Streamline proposal creation with customizable templates, real-time collaboration, seamless integrations, and powerful analytics.

Get proposals ready in just 17 minutes.

  • Start your trial
  • Book a demo

No credit card required. Cancel any time.
Three pages from a sale proposal template being customized by adding a cover image and editing text.

8,976 companies are crushing their close rates with Proposify.

Our customers know the easiest way to close more deals is with a streamlined process and professional, competitive sales documents.

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G2 2025 Winter - Enterprise - Leader
G2 2024 - Top 50 Sales Product Badge
G2 2025 Winter - Mid-Market - Leader

NoteAddRounded

Create stunning, on-brand proposals without a designer

No design skills? No problem. Use Proposify’s drag-and-drop, design-friendly templates to create beautifully branded quotes, proposals, and agreements. Stand out from the competition, elevate your brand, and reinforce your company’s professionalism—all in minutes.

  • Start your trial
  • Book a demo

PolylineRounded

Stop losing big deals because of small errors.

Something as simple as a wrong name, address, or, worst of all, incorrect pricing can impact your close rates.

Proposify pulls data directly from your CRM to eliminate embarrassing typos caused by human error and rogue sellers. Plus, you can lock down important proposal elements so reps can’t edit them.

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  • Book a demo

PeopleRounded

Unclog the bottlenecks that are slowing your sales cycle

Stop getting in your own way. Minimize the approvals process without losing control of what your reps are sending out the door with standardized, pre-approved content.

Champion your sellers by making it easy for them to create and send on-brand, error-free documents in minutes.

  • Start your trial
  • Book a demo

ForkRightRounded

Eliminate inefficient workflows

You're losing time and deals if your reps are constantly bogged down in old Word Docs, PDF libraries, and multi-thread emails.

Set up a centralized content library and reusable templates so reps can find what they need when they need it and send winning proposals quickly—ahead of the competition.

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Pie chart icon

Track prospect engagement and get ahead of deal killing objections.

Gain total visibility into how prospects are interacting with your sales docs. Get notifications when they open the proposal and detailed analytics on the time spent on each section. With this knowledge at your fingertips, you can tailor follow-up strategies and seize opportunities for quicker closes.

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Speed up the signature process 3x faster

Print/sign/scan is for delays and dinosaurs, not modern deals. Esignatures let your prospects sign any time from any device so you can get the deal done and get on with business.

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Connect Proposify to Your Entire Tech Stack

Proposify integrates effortlessly with top sales, invoicing, and CRM platforms to keep your data unified and accurate. Need even more flexibility? Our powerful API ensures Proposify can seamlessly fit into any custom workflow.

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Don’t just take our word for it.

See how our customers boost proposal efficiency.

Fantastic Business Partner with RockStar Service

"We had a dedicated Proposify Rep who took the time to dig into the details of how our business functions, plus the needs of our emploiyees using the platform.  Then they offered training classes to roll things out to the entire team, videos specific to our templates, etc.  Absolutely above and beyond service."

Katy M. Senior Account Manager
Katy M. Senior Account Manager
OBSESSED!

"I love the simplicity Proposify offers.  Not only is it easy to modify my proposals, it's a clean look for my customers and makes our SOW very definable.  I love the ability to look at metrics as well as to who is viewing my proposal and when."

Aubrey E, Vice President of Sales
Aubrey E. Vice President of Sales
Wonderful Software

"It's very user friendly and extremely easy for the client to follow.  I love how customizable it is an how impressive it looks when I send my proposals to clients."

Teresa K., Sales manager
Teresa K. Sales manager

2x close rate

Proposify customers enjoy a close rate 2x the industry average.

17 minutes

On average Proposify proposals are created in 17 minutes or less.

24 hr

43% of proposals sent through Proposify are won within 24 hours of opening.

Create, Send & Track Proposals Faster – 2x Your Close Rates.

Streamline proposal creation with customizable templates, real-time collaboration, seamless integrations, and powerful analytics.

Get proposals ready in just 17 minutes.

  • Start your trial
  • Book a demo

No credit card required. Cancel any time.
Three pages from a sale proposal template being customized by adding a cover image and editing text.
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Basic

Start free trial

Team

Start free trial

Business

Book a demo

Brand customization

Unlimited templates

All accounts allow unlimited templates.

Content library

Create and share templates, sections, and images that can be pulled into documents.

Embed images & videos

Images can be uploaded directly, videos can be embedded from external sources like YouTube, Vidyard, and Wistia

Custom domain

You can map your domain so prospects visit something like proposals.yourdomain.com and don't see "proposify" in the URL

Content authoring

Basic Team Business
Online signatures

All plans allow you to get documents legally e-signed

Interactive quoting

Allow prospects to alter the quantity or optional add-ons

Client input forms

Capture information from prospects by adding form inputs to your documents.

Document Sends

You can create unlimited documents but some plans limit how many you can send per month.

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5 sends / mo

Unlimited

Unlimited

Collaborator seats

Collaborators are users who only have access to specific proposals, and can edit or approve, but not create or send.

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1 collab seat included

3 collab seats included

5 collab seats included

Visibility

Basic Team Business
Notifications & metrics

Get notified by email and see when prospects are viewing your document.

PDF export

Generate a PDF from any document that matches the digital version.

Reports

Get a full exportable table of all your documents with filtering.

Integrations & API

Basic Team Business
Payments

Connect your Stripe account and get paid in full or partially when your proposal gets signed.

Integrations

Integrate with popular CRMs, invoicing, and project management tools.

Automations

Set up automations using pre-built connectors or customize using the workflow builder

Single sign-on (SSO)

Our SSO works with identity providers like Salesforce, Okta, and Azure

Salesforce integration

Use our managed package and optionally SSO so reps work right within Salesforce

$9/user/mo

Aspire integration

Import contacts and field data from Aspire into documents in Proposify

$9/user/mo

Process & control

Basic Team Business
Custom fields & variables

Create your own fields you can use internally that get replaced in custom variables within a document.

Auto reminders

You can automatically remind prospects who haven't yet opened your document in daily intervals.

Roles & permissions

Lock down what users can and can't do by role. Pages and individual page elements can be locked.

Approval workflows

Create conditions that if met will trigger an approval from a manager (by deal size and discount size).

Workspaces

Great for multi-unit businesses like franchises. Enables businesses to have completely separate instances that admins can manage.

API Access

Integrate with external systems, or enhance customization, our API provides the tools you need to succeed.

Customer Success

Basic Team Business
Email & chat support

Our team is here to provide their fabulous support Monday - Thursday 8 AM - 8 PM EST and on Fridays 8 AM - 4 PM EST.

Phone & Zoom support

Sometimes the written word isn't enough and our team will hop on a call to show you how to accomplish something in Proposify.

Success manager

Your own dedicated CSM who will onboard you and meet with you periodically to ensure you're getting maximum value from Proposify.

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Premium integration support

Our team of experts can perform advanced troubleshooting and even set up zaps and automations to get the job done.

Custom template design

Our in-house designers will design an on-brand, professional proposal template to your satisfaction.

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