Highlights : About Proposify
AUTOMATIC REMINDERS
ELECTRONIC SIGNATURES
CONTENT LIBRARY
INTERACTIVE QUOTING
METRICS & NOTIFICATIONS
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.