Proposify
Professional, branded proposals from conversation to close.
Executive Summary
Proposify is a comprehensive proposal management platform designed for sales teams, agencies, and consultants to streamline the creation, sending, tracking, and closing of professional sales proposals. It empowers users to maintain brand consistency, gain real-time engagement insights, and leverage AI-powered tools to significantly increase close rates and operational efficiency. The platform aims to transform the sales document process from painful to profitable.
Use Cases
- Creating and sending professional sales proposals
- Generating interactive quotes and pricing tables
- Managing and tracking contracts and agreements
- Automating sales document workflows and approvals
- Ensuring brand consistency across all sales collateral
- Analyzing proposal engagement to optimize sales strategies
Features
Visibility
- Real-time Engagement Analytics: Track when prospects open proposals, how long they spend on each section, and their overall interaction to inform follow-up strategies.
- Sales Pipeline View: Gain a clear overview of all active proposals, their status, and progress through the sales cycle.
- Content Performance Insights: Understand which proposal sections and content perform best to optimize future documents.
Intelligence
- AI Content Generation: Generate custom proposal sections, adapt tone, and support multi-language content using AI.
- Intelligent Pricing Recommendations: Receive AI-driven suggestions for optimal pricing, discount impact analysis, and package bundling.
- Automated Workflows: Streamline tasks like document creation, notifications, and data syncing with customizable automations.
- Smart Research Agent: Automatically research prospects, including company info, news, pain points, and competitors.
Support
- Knowledge Base & Tutorials: Access a comprehensive library of articles, guides, and video tutorials for self-service support.
- Email & Chat Support: Receive assistance via email and live chat during business hours for Basic and Team plans.
- Phone & Dedicated Success Manager: Business plan customers receive phone and Zoom support, along with a dedicated success manager and onboarding services.
Technical Specifications
- Architecture
- Cloud-native SaaS
- Deployment
- Cloud/SaaS
- Authentication
- SSO, User/Password
- API Available
- Yes
- MCP Server
- No
Infrastructure
- AWS
AI/ML Stack
- NLP
- Machine Learning
- LLM
Integrations
- Salesforce
- HubSpot
- Pipedrive
- Stripe
- Slack
Security & Compliance
Certifications: SOC 2 Type II, GDPR, PCI-DSS
Encryption: Data encryption at rest and in transit (details not explicitly specified beyond general security commitment).
Pricing
- Model
- Per user/month, Tiered subscription
- Starting Price
- Basic: $29/user/month (monthly) or $19/user/month (annually); Team: $49/user/month (quarterly) or $41/user/month (annually); Business: Starts at $3,900 annually for 5 users ($65/user/month).
- Target Customer
- SMB to Enterprise
- Contract Type
- Monthly, Quarterly, Annual
- Free Trial
- Yes, 14 days (credit card required)
About Proposify
Proposify is a sales automation software that helps modern sales teams create, send, track, and e-sign winning proposals, contracts, and agreements. Founded in 2012, the company is headquartered in Halifax, Canada, and offers proposal software to streamline the sales process, maximize efficiency, and close deals faster.