Proposify

(91)
4.7 out of 5 stars

Proposal software that's made for agencies. Proposify streamlines your proposals in the cloud and helps you win more projects.

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Proposify Features

Document Creation
Customizability: Variables and Fields

Define fields to pull in dynamic information.

87%
(Based on 80 reviews)
Template Creation and Flexibility

Easily assemble custom fields and variables into reusable templates to automate the proposal creation process.

87%
(Based on 82 reviews)
Rich Media

How well the platform supports images, audio, and video in proposals.

85%
(Based on 68 reviews)
Online Document Creation

Create adaptive online documents for view via browser or mobile device.

90%
(Based on 76 reviews)
PDF Creation

Create attractive PDF versions of proposals.

96%
(Based on 80 reviews)
Custom Branding

Brand proposals and the application's portal with your company's logos and branding.

93%
(Based on 79 reviews)
Workflow
Document Builder Interface

Easily search for and add elements to a proposal.

86%
(Based on 73 reviews)
Collaborative Creation

Multiple users can edit a single document.

87%
(Based on 55 reviews)
Assembly and Approval Workflows

Automate workflows by routing documents to the correct individuals for adding content and approval.

88%
(Based on 53 reviews)
Analytics
Engagement Tracking

Track who is looking at proposals and how often or for how long.

94%
(Based on 73 reviews)
Proposal Effectiveness Reporting

Find out which pieces of content are performing best.

93%
(Based on 64 reviews)
Reporting and Dashboards

Access pre-built and custom reports and dashboards on proposal volume and acceptance.

92%
(Based on 69 reviews)
Administration and Platform
User, Role, and Access Management

Grant access to select data, features, objects, etc. based on the users, user role, groups, etc.

88%
(Based on 60 reviews)
Alerts and Notifications

Program in-app and email notifications for approval milestones or actions.

93%
(Based on 71 reviews)
CRM Integration

Push and pull data from CRM to build proposals and update statuses with clients.

89%
(Based on 40 reviews)
E-Signature Integration

Couple accepting proposals and signing contracts together in one workflow.

91%
(Based on 61 reviews)
API / Integrations

Application Programming Interface - Specification for how the application communicates with other software. API's typically enable integration of data, logic, objects, etc. with other software applications.

85%
(Based on 36 reviews)
CPQ Integration

Push and pull data from quote applications to build proposals.

n/a