Proposify Overview
Proposify offers features that streamline proposal processes and provide valuable insights. Users can easily manage proposals and enhance deal success.
Use Cases
Customers recommend Sales Document Management, Engagement Management, Helpdesk Management, as the business use cases that they have been most satisfied with while using Proposify.
Business Priorities
Acquire Customers and Increase Sales & Revenue are the most popular business priorities that customers and associates have achieved using Proposify.
Proposify Use-Cases and Business Priorities: Customer Satisfaction Data
Proposify works with different mediums / channels such as E-Mail. and Video.
Proposify's features include Templates, Alerts: Popups & Notifications, Personalization, etc. and Proposify support capabilities include 24/7 Support, Phone Support, Chat Support, etc. also Proposify analytics capabilities include Analytics, and Custom Reports.
Reviews
"I thought there must be some type of software available that would allow us to put together a consistent, uniform, nice looking proposal on a high-volume basis and provide accurate tracking of total running sales and rep activity." - Erich Berger
Proposify, Responsive, formerly RFPIO, Better Proposals, Nusii, Quotient, etc., all belong to a category of solutions that help Proposal Management. Each of them excels in different abilities. Therefore, determining the best platform for your business will depend on your specific needs and requirements.
Popular Business Setting
for Proposify
Top Industries
- Marketing and Advertising
- Consumer Services
- Computer Software
Popular in
- Small Business
- Mid Market
- Enterprise
Proposify is popular in Marketing And Advertising, Consumer Services, and Computer Software and is widely used by Small Business, Mid Market, and Enterprise.
Comprehensive Insights on Proposify Use Cases
How can Proposify optimize your Sales Document Management Workflow?
How does Proposify facilitate Engagement Management?
How efficiently Does Proposify manage your Helpdesk Management?
How does Proposify address your Collaboration Challenges?
What makes Proposify ideal for Content Management?
44+ more Business Use Cases
19 buyers and buying teams have used Cuspera to assess how well Proposify solved their Proposal Management needs. Cuspera uses 7070 insights from these buyers along with peer reviews, customer case studies, testimonials, expert blogs and vendor provided installation data to help you assess the fit for your specific Proposal Management needs.
Customer Testimonials
CUSTOMERS | TESTIMONIALS |
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I thought there must be some type of software available that would allow us to put together a consistent, uniform, nice looking proposal on a high-volume basis and provide accurate tracking of total running sales and rep activity. Testimonial By Erich Berger |
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At the end of 2016, we were burnt out running three businesses. It wasn’t fun anymore, and we weren’t enjoying any facet of any of these companies that we used to love. We had heard of Proposify through a consultant and introduced it in 2017. So from the get-go, Proposify standardized everything. P...roposify gave us back so much time and gave me back hours of sleep, which we were desperately needing. |
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A big part of our sales team’s success is due to training and offering the best resources and support - whatever the sales reps think will help them close the deal, we want to provide for them. So, when they came to us and said, ‘Hey, the proposals are great but they take a really long time for us ...to put together and they're feeling a little stale. Is there anything we can do?’, we started looking for a solution, and that’s when we found Proposify. |
CUSTOMERS | TESTIMONIALS |
---|---|
![]() Erich Berger Senior Manager, Business Development & Strategy ADT Cybersecurity |
I thought there must be some type of software available that would allow us to put together a consistent, uniform, nice looking proposal on a high-volume basis and provide accurate tracking of total running sales and rep activity. Testimonial By Erich Berger |
![]() Lisa Lavelle Operations Manager Catalina Tours |
At the end of 2016, we were burnt out running three businesses. It wasn’t fun anymore, and we weren’t enjoying any facet of any of these companies that we used to love. We had heard of Proposify through a consultant and introduced it in 2017. So from the get-go, Proposify standardized everything. P...roposify gave us back so much time and gave me back hours of sleep, which we were desperately needing. |
![]() Joseph Barnes Director of Marketing Yellowstone Landscape |
A big part of our sales team’s success is due to training and offering the best resources and support - whatever the sales reps think will help them close the deal, we want to provide for them. So, when they came to us and said, ‘Hey, the proposals are great but they take a really long time for us ...to put together and they're feeling a little stale. Is there anything we can do?’, we started looking for a solution, and that’s when we found Proposify. |
Case Studies
COMPANY | INDUSTRY | CASE STUDIES |
---|---|---|
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Hospitality
|
Hospitality |
Case Study Catalina ToursRead More |
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Consumer Services
|
Consumer Services |
Case Study 360cleanRead More |
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Hospitality
|
Hospitality |
Case Study Catalina ToursRead More |
Video
Proposify helps Yellowstone Landscape land a 60% close rate to be a leader in their industry

Frequently Asked Questions(FAQ)
for Proposify
What is Proposify?
Proposify is a proposal software suitable for web design and marketing companies of all sizes. Its web platform that effectively streamlines the proposal writing process by addressing the usual issues that come with devising and writing proposals. It helps modern sales teams create, send, track, and e-sign winning proposals, contracts, and agreements.
Proposify delivers a quick and easy way to monitor and manage proposals, work closely with teams, and make custom-designed, reusable templates so proposals can be quickly made with spending time discovering content. All proposals can be fully white-labeled, may include interactive elements and are compatible with mobile devices.
Proposify features include Metrics and notification, Interactive quoting, Content library, Electronic signature, Custom fields and variables, Client input forms, Editors, Videos, Salesforce, Languages and more.
What is Proposify used for?
What are the top features of Proposify?
Who uses Proposify?
What are Proposify alternatives?
Where is Proposify located?
Proposify Competitors
Proposify Features
- Low
- Medium
- High
FEATURE | RATINGS AND REVIEWS |
---|---|
Analytics | Read Reviews (118) |
Custom Reports | Read Reviews (1242) |
CAPABILITIES | RATINGS AND REVIEWS |
---|---|
Analytics | Read Reviews (118) |
Custom Reports | Read Reviews (1242) |
Proposify Integrations
Proposify integrates with a wide range of software applications through its robust data import and export capabilities.
Software Failure Risk Guidance
?for Proposify
Overall Risk Meter
Top Failure Risks for Proposify
Proposify Profile
Company Name
Proposify
Company Website
https://www.proposify.comHQ Location
1877 Hollis St, Halifax, Nova Scotia B3J, CA
Employees
1-10
Social
Financials
SERIES A