Proposify - Proposal Software to Streamline Your Sales Process
Professional, branded proposals from conversation to close.
Proposify gives your team the control and visibility to quickly create, track, and sign winning proposals while increasing your team's close rate.
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.
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.
Accelerate your pipeline with proposal software designed for busy teams who want to win.
On-brand, professional documents that leave your competition in the dust.
Not a designer? No problem. Customize design-friendly, drag-and-drop templates to create beautifully branded quotes, proposals, and agreements.
They'll elevate your brand, reinforce your professionalism, and help your company stand out (way out) from the competition.
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.
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.
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.
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.
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.
Proposify fits right in with your existing tech stack.
Our proposal software integrates effortlessly with most major sales, invoicing, and CRM platforms to ensure it stays the single source of truth. See our integration library to learn more.
Don't take our word for it.
Proposify is the leading proposal software on G2, Capterra, and other review sites.
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Design the proposal dreams (and deals) are made of.
Unlimited flexibility to design beautiful proposal templates customized to your unique brand. No time to design your own? No problem. Our Professional Services team will build an interactive template based on your brand and our best practices.
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Our software is awesome but our people are awesomer.
Yes, that's a word, and yes, our Customer Success team is really all THAT. We get literal love letters about how the team didn’t just save the day, they saved the DEAL. Real people ready to answer your questions, optimize your sales workflow, offer a video walkthrough, or guidance on customizing your template. They answer to a high calling and it’s all about helping you get the most out of Proposify. Awesome, right?
Don't waste another deal-breaking moment. Turn chaos into close.
Leaving money on the table with proposals? Get our data-backed hacks to smarter selling: 2026 State of Proposals.
| ### Basic Start free trial |
### Team Start free trial |
### Business Book a demo |
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| ## Brand customization | |||
| Unlimited templates All accounts allow unlimited templates. |
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| Content library Create and share templates, sections, and images that can be pulled into documents. |
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| Embed images & videos Images can be uploaded directly, videos can be embedded from external sources like YouTube, Vidyard, and Wistia |
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| Custom domain You can map your domain so prospects visit something like proposals.yourdomain.com and don't see "proposify" in the URL |
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| ## Content authoring | Basic | Team | Business |
| Online signatures All plans allow you to get documents legally e-signed |
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| Interactive quoting Allow prospects to alter the quantity or optional add-ons |
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| Client input forms Capture information from prospects by adding form inputs to your documents. |
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| 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. info |
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. |
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| PDF export Generate a PDF from any document that matches the digital version. |
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| Reports Get a full exportable table of all your documents with filtering. |
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| ## Integrations & API | Basic | Team | Business |
| Integrations Integrate with popular CRMs and Zapier |
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| Automations Set up automations using pre-built connectors or customize using the workflow builder |
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| Single sign-on (SSO) Our SSO works with identity providers like Salesforce, Okta, and Azure |
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| 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. |
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| Roles & permissions Lock down what users can and can't do by role. |
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| Approval workflows Create conditions that if met will trigger an approval from a manager (by deal size and discount size). |
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| Workspaces Great for multi-unit businesses like franchises. Enables businesses to have completely separate instances that admins can manage. |
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| API Access Integrate with external systems, or enhance customization, our API provides the tools you need to succeed. |
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| ## 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. |
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| 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. |
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| 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 |
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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. |
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| Custom template design Our in-house designers will design an on-brand, professional proposal template to your satisfaction. info |
Learn more | Learn more | Learn more |