Proposify Achieves SOC2 Type 2 Certification for Security Compliance

Proposify Completes SOC 2 Type 2 Examination

Proposify has successfully completed the 2021 System and Organizational Controls (SOC) 2® Type 2 examination as recognized by accredited audit firm 360 Advanced.

We’re pleased to announce Proposify’s successful completion of the 2021 System and Organizational Controls (SOC) 2® Type 2 examination in consultation with 360 Advanced, a professional and independent third-party audit firm.

Having previously completed the Type 1 exam successfully, the Type 2 certification validates we were audited a full calendar year against our controls. This confirms we continuously and confidently meet the security, availability, and confidentiality processes and policy standards.

Kyle Racki, CEO of Proposify says “Our team is dedicated to continuous security compliance and the protection of our customer’s data and documents. We are proud to have completed the next level of our SOC2 examination as we strive to meet and exceed these industry standards.”

This examination complements our other long-term compliance initiatives. Proposify has remained compliant with the UETA (1999), the ESIGN Act (2000), and eIDAS (eIDAS Regulation 910/2014/EC) since our electronic signatures feature was released more than seven years ago. We have also remained GDPR compliant since 2018.

Find out more about Proposify’s commitment to security.

Table of Contents

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Content library

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| Integrations

Integrate with popular CRMs and Zapier | | | | | 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

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

Lock down what users can and can't do by role. | | | | | Approval workflows

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

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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.

info | | | | | Premium integration support

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