About Us | Proposify

We're on a mission to make every deal a closed deal.

At Proposify, we're revolutionizing the closing process.

We believe that proposals shouldn’t be painful.

We believe that every sales rep should have the control and visibility needed to dominate their deals.

We believe that it should be easy for sales teams to create, send, track, and close customized, interactive, beautifully designed proposals.

We believe that the more intel you have about how your prospect is interacting with your proposal, the easier it is to close the deal.

We know that the faster your prospect gets your proposal, the faster they’ll sign it, and the faster you’ll get paid. We’re here to help speed up every step of that process.

We believe that you can double your close rate and we’ll show you how to do it.

How it started

Co-founders Kyle Racki and Kevin Springer spent years toiling over proposals as employees, freelancers, sales reps, and agency owners. Kyle, a designer by trade, and Kevin, a sales veteran, knew there had to be a better way.

2007

In 2007, Kyle had an idea. What if there was a way to make a software-as-a-service product like Basecamp, but for proposals?

2014

After much bloody prototyping, sweaty coding, and admittedly the odd tear, Kevin and Kyle sold their web design agency to focus 100% on developing what was to become Proposify. The company raises a $250,000 seed investment.

2015

Proposify finds product-market fit and begins rapidly acquiring customers and scaling revenue.

2018

Proposify launches version 2 of our software and raise a $3M funding round. Begins building out a sales team and moving upmarket.

2020

Proposify raises a round of investment with CBGF across two tranches.

2022

We begin building version 3 of Proposify software to deliver a faster, more reliable service.

2024

The team celebrates our ten year anniversary and launches Proposify 3 in closed beta.

How it's going

2013
founded
60
employees
8k+
customers
$10m+
ARR

Our values

We honour the sales profession

We respect the craft of sales and those who make it their career. We recognize that sales is a tough job, and we strive to elevate the profession. We don’t disparage or look down on sales reps - everything we do is to make them more successful.

We choose optimism

We focus on the opportunity, not the roadblocks stopping us. We focus on the future, not the past. We identify problems and focus on solutions. We don’t bring our co-workers and ourselves down by dwelling on what we can’t control. We’re confident in our abilities to make big things happen.

We're radically candid.

We practice radical candor by challenging directly while caring personally. We're real with each other and openly discuss problems respectfully, never sugarcoating the truth or burying our head in the sand. Clear is kind. Radical candor goes in all directions, top-down, bottom-up, side-by-side. It's how we grow.

We build the plane while flying it.

We move fast, learn as we go, and build, ship, fix, repeat. Perfection is the enemy of done. We’re always in a forward momentum. When faced with a decision we bias towards action. We know that inertia equals crash and burn. We don’t build in a vacuum. We know that the only way to learn is to ship.

We experiment constantly

We're experimental and embrace failure as a way to learn, minimize risk and stay innovative. We use data to make informed decisions but we aren’t a slave to it. Sometimes a leap of faith is required. We’re hungry to make things better and continually test our assumptions. We know that this is the path to innovation, growth, and results, and to do otherwise is to settle for mediocrity.

We start with a full trust battery.

We are anti-cynics. Unless proven otherwise, we believe that everyone in our company has the best intentions and can be relied on. We trust their expertise and experience, and respect their perspective. Trust is assumed, not earned.

Our commitments

Diversity
In addition to racism of all forms, Proposify does not support or tolerate sexism, ableism, homophobia, transphobia, or bigotry and we’re committed to actively eliminating any form of discrimination or prejudice in our workplace.

Careers
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Executive team

Kyle Racki
CEO & Co-Founder

Kathy Doucette
COO / CFO

Marc Lacombe
CTO

Jennifer Faulkner
Director of Marketing

Jacqueline Antworth
Director of Customer Experience

Evan Santa
VP of Sales

Board members

Kyle Racki
CEO & Co-Founder
Kathy Doucette
COO / CFO
Ben Yoskovitz
Founding Partner
Highline Beta
Jamie Learmonth
Senior Investor
CBGF

Interested in working at Proposify?

### 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

Create unlimited documents on all plans
Unlimited 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
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 Basic Team Business
Custom fields & variables

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

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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