Create, impress, close with the Proposify document platform.

Everything you need to create, send, track, and close deals in one powerful platform. From proposals to contracts to quotes, streamline your entire sales document process and win more business.

How to Create High-Converting Sales Proposals with Proposify - YouTube

How to Create High-Converting Sales Proposals with Proposify

24 hr

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

+200

The close rate for proposals sent through Proposify is 2x higher than the industry average.

3x

Proposify's e-signatures can increase close rates by 3x and help deals close 30% faster.

Product Suite Overview

Proposal Software

Create stunning, professional proposals that stand out from Word docs and PDFs. Built specifically for sales teams who want to impress clients and close deals faster. Learn more

Document Tracking

Never wonder where your deals stand again. Get complete visibility into how prospects engage with your documents and follow up at the perfect moment. Learn more

Quoting Software

Build flexible, professional quotes that let buyers customize their own experience. Turn static pricing into interactive sales tools. Learn more

Contract Management

Streamline your contract process from creation to signature. Ensure compliance while accelerating deal closure. Learn more

E-Signature Solution

Get legally binding signatures instantly. Mobile-friendly signing that works on any device, anywhere. Learn more

Document Automation

Connect your sales documents to your entire tech stack. Eliminate manual work and human error with intelligent automation. Learn more

"Our sales director has always asked how many proposals we have sent out every quarter. That was impossible to answer since every account rep did their own thing. But now we can provide that information. And the account reps who use Proposify enjoy seeing if and when their proposal is opened and what sections their client focused on."

Ready to close more faster?

For Sales Teams

Transform how you sell with professional documents that impress clients and data that drives better follow-ups. Learn more

For Operations

Gain complete visibility and control over your sales document process with centralized templates, approval workflows, and analytics. Learn more

For Marketing

Ensure brand consistency across all client-facing documents while empowering sales teams with approved, on-brand templates. Learn more

Pricing

	### 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. info	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. 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.
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. info
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. info	Learn more	Learn more	Learn more