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Proposal management

Proposify

Close deals faster with beautiful, trackable, and interactive sales proposals.

4.6/5 Rating
SOC 2 Certified
15,000+ Companies
27001
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Category
Proposal & CPQ Automation
Ideal For
B2B Sales Teams, Agencies, SaaS
Deployment
SaaS
Integrations
50+ Apps
Security
SOC 2, ISO 27001
API Access
REST API

About Proposify

Proposify is a modern proposal management platform that empowers sales teams to create, send, track, and e-sign professional proposals with ease. With an intuitive editor, reusable content library, and real-time engagement insights, Proposify streamlines the entire proposal workflow from creation to close. Sales teams can track exactly when prospects open, read, and interact with proposals, helping them follow up at the perfect moment and win more business.

Challenges It Solves

  • Manual proposal creation slows down deal cycles
  • Lack of visibility into buyer engagement
  • Brand inconsistency across teams

Proven Results

50%
Faster proposal creation
32%
Increase in close rates
28%
Less administrative work

Key Features

Core capabilities at a glance

Drag-and-Drop Proposal Editor

Create stunning proposals in minutes

Cuts creation time by 50%

Content & Template Library

Ensure consistent branding across teams

35% productivity boost

Real-Time Proposal Tracking

See who viewed what and when

3x better follow-up timing

E-Signatures

Close deals without friction

40% faster deal closure

Integrations

Connect your CRM & workflows

50+ pre-built connectors

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Real-World Use Cases

See how organizations drive results

Sales Proposal Automation
Create branded, interactive sales proposals with drag-and-drop elements, pricing tables, and e-signatures.
40%
Faster deals closed
Agency Client Contracts
Standardize client onboarding, retainers, and project proposals using reusable templates.
60%
Reduction in admin time
SaaS Pricing & Quotes
Send accurate, dynamic quotes with interactive pricing tables and usage tiers.
3x
More engagement from prospects

Integrations

Seamlessly connect with your tech ecosystem

H

HubSpot

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Sync contacts, deals, and proposal activities to HubSpot automatically.

S

Salesforce

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Push proposal data into Salesforce, improving forecasting and reporting.

S

Stripe

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Get paid instantly when proposals are signed with integrated payments.

Z

Zapier

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Connect Proposify to thousands of apps using automated workflows.

Q

QuickBooks

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Sync accepted quotes to invoices for seamless billing.

Virtual Delivery Center · A new delivery category

A Virtual Delivery Center for Proposify

Pre-vetted experts and AI agents in the loop, assembled as a delivery pod. Pay in Delivery Units — universal pricing across roles, seniority, and tech stacks. No hiring, no contracting, no procurement cycle.

  • Plans from $2,000 — Starter Pack, 10 Delivery Units, 90 days
  • Refundable on unused Delivery Units, anytime — no questions asked
  • Re-delivery guarantee on acceptance miss
  • Pre-flight delivery sizing — you see the plan before you commit
Get a delivery plan for Proposify What’s a Virtual Delivery Center?

How a Virtual Delivery Center delivers Proposify

Outcome-based delivery via AiDOOS’s VDC model. Why VDC vs traditional consulting? →

Outcome-Based

Pay for results, not hours

Milestone-Driven

Clear deliverables at each phase

Expert Network

Access to certified specialists

Implementation Timeline

1
Discover
Requirements & assessment
2
Integrate
Setup & data migration
3
Validate
Testing & security audit
4
Rollout
Deployment & training
5
Optimize
Performance tuning

See how it works for your team

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Alternatives & Comparisons

Find the right fit for your needs

Capability Proposify Pipedrive Xero Adobe
Customization Excellent Good Good Excellent
Ease of Use Excellent Excellent Excellent Good
Enterprise Features Good Good Good Good
Pricing Good Good Good Fair
Integration Ecosystem Good Excellent Excellent Excellent
Mobile Experience Good Good Excellent Excellent
AI & Analytics Good Good Good Excellent
Quick Setup Excellent Excellent Excellent Good

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Frequently Asked Questions

What is Proposify?
Proposify is a proposal management tool that helps teams create, track, and close sales proposals faster using templates, analytics, and e-signatures.
Does Proposify support e-signatures?
Yes, Proposify has built-in legally binding e-signature functionality.
Can Proposify integrate with my CRM?
Proposify integrates with HubSpot, Salesforce, Pipedrive, and more.
Who is Proposify best for?
Sales teams, agencies, consultants, SaaS companies, and B2B service providers.
Is Proposify secure?
Yes, it is SOC 2 Type II and ISO 27001 certified with full data encryption.

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