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Proposify

Name: Proposify
Rating: 4.5 (2 reviews)

By Proposify

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Highlights : About Proposify

AUTOMATIC REMINDERS

ELECTRONIC SIGNATURES

CONTENT LIBRARY

INTERACTIVE QUOTING

METRICS & NOTIFICATIONS

About Proposify

Proposify is a cloud-based proposal software suitable for web design and marketing companies of all sizes. Proposify allows users to select proposals from a range of templates or customize proposals as needed. The proposal editor enables users to control fonts, add videos, images, shapes, modify page layouts and include interactive fee tables. All proposals can be fully white labeled, may include interactive elements and are compatible with mobile devices. Proposify’s content library helps users select case studies, sections, fees and more. These elements can be inserted using a drag-and-drop interface. Users can track the performance of proposals through metrics such as proposals won and lost, viewed proposals and number of hits. Proposify provides integration with customer relationship management software, project management solutions, invoicing tools and more. It includes a native mobile application for iOS devices.

Specifications

Business Size

Small

Customization

Yes

Deployments

Cloud

Language Support

English

Platforms

Product Details

Features

METRICS & NOTIFICATIONS

Track proposals

INTERACTIVE QUOTING

CONTENT LIBRARY

ELECTRONIC SIGNATURES

CUSTOM FIELDS & VARIABLES

Reduce manual entry and errors

AUTOMATIC REMINDERS

ROLES & PERMISSIONS

Unlimited templates

Notifications & auto follow ups

Third party integrations

Unlimited users

Real Time Comparisons

Ratings & Reviews

Pipeline Management

Benifits

Store approved content in one easy-to-access location

Save product descriptions, case studies, fees, images, and even entire proposals in one central place, so your whole team’s working with the same sales collateral. At-their-fingertips content means reps can easily find what they need when they need it, make fewer errors, and aren’t forced to reinvent the wheel with every new proposal.

Eliminate manual entry

Free your team from time-sucking manual work and reduce costly errors with custom fields and variables that auto-populate new proposals with accurate details like client and company names. Plus our Salesforce integration makes pulling complex fees into proposals foolproof.

Keep deals from dying with advanced prospect insights

Discover how prospects are interacting with proposals with our metrics and notifications. We tell reps the second their prospects open, read, and esign their sales documents, plus how long they spent reading each section. Armed with this information, reps will know the best time to follow up and the objections they may face when they do.

Zero-hassle, totally secure electronic signatures

Triple your close rate by adding electronic signatures to your proposals without the added hassle of wrangling yet another piece of software. Proposify lets you set up legally binding, electronic signatures that reps can drag and drop into any proposal, and clients can sign in seconds, from any device.

Productivity beyond proposals

Crank your workflow into automation overdrive by building dozens of different sales documents in Proposify. Our streams feature lets you organize estimates, signed contracts, RFPs, and more into unique categories that are separate from revenue-related deals so you can make all your documents more dynamic and never worry about gumming up your sales pipeline in the process.

Make your prospect an open book

Advanced insights into prospect behaviour reveal exactly how they interact with your team’s quotes. Get notifications the second prospects receive, open, read, or esign a quote so reps know exactly when to reach out. Identify large-scale trends by tracking how long prospects spend on each section of your quote.

Build error-free quotes, fast

Slash hours of work from your team’s quote-creation process with tools that standardize and automate your company’s documents. Create templates that ensure reps send uniform quotes that they can still customize with drag-and-drop product, service, and pricing details from the content library.

Integrates with your favourite business tools

Powerful integrations with the best business software on the market make Proposify quotes as versatile as they are powerful. Eliminate workflow friction by integrating Proposify with your CRM, and accounting software.

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