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Proposify

Proposify

4.7
(133 reviews)
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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.

88%
(Based on 109 reviews)

Template Creation and Flexibility

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

88%
(Based on 111 reviews)

Rich Media

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

85%
(Based on 94 reviews)

Online Document Creation

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

90%
(Based on 105 reviews)

PDF Creation

Create attractive PDF versions of proposals.

95%
(Based on 107 reviews)

Custom Branding

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

93%
(Based on 107 reviews)

Workflow

Document Builder Interface

Easily search for and add elements to a proposal.

86%
(Based on 101 reviews)

Collaborative Creation

Multiple users can edit a single document.

87%
(Based on 77 reviews)

Assembly and Approval Workflows

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

89%
(Based on 75 reviews)

Analytics

Engagement Tracking

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

94%
(Based on 101 reviews)

Proposal Effectiveness Reporting

Find out which pieces of content are performing best.

93%
(Based on 93 reviews)

Reporting and Dashboards

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

93%
(Based on 98 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.

89%
(Based on 84 reviews)

Alerts and Notifications

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

93%
(Based on 99 reviews)

CRM Integration

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

87%
(Based on 60 reviews)

E-Signature Integration

Couple accepting proposals and signing contracts together in one workflow.

92%
(Based on 88 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.

84%
(Based on 53 reviews)

CPQ Integration

Push and pull data from quote applications to build proposals.

n/a
Proposify
4.7
(133 reviews)