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.

Other use cases:

  • Collaboration
  • Content Management
  • Rating And Review Management
  • Training & Onboarding
  • Communication Management
  • Workflow Management
  • Business Development
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Business Priorities

Acquire Customers and Increase Sales & Revenue are the most popular business priorities that customers and associates have achieved using Proposify.

Other priorities:

  • Enhance Customer Relationships
  • Increase Customer Life Time Value
  • Scale Best Practices
  • Improve ROI
  • Build Brand Awareness
  • Improve Consistency
  • Improve Digital And Social Presence
  • Grow Market Share
  • Enter New Markets Internationally Or Locally
  • Improve Internal Communications
See all business priorities See less business priorities

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
Proposify testimonial

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
Proposify testimonial

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.

Testimonial By Lisa Lavelle
Proposify testimonial

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.

Testimonial By Joseph Barnes
CUSTOMERS TESTIMONIALS
Proposify testimonial

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
Proposify testimonial

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.

Testimonial By Lisa Lavelle
Proposify testimonial

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.

Testimonial By Joseph Barnes

Case Studies

COMPANY INDUSTRY CASE STUDIES
Proposify case study
Hospitality
Hospitality
Case Study Catalina Tours

How Catalina Tours has seen a 125% increase in sales after implementing Proposify.

Read More
Proposify case study
Consumer Services
Consumer Services
Case Study 360clean

Learn How Proposify is proving that 360clean is innovative and experienced and giving them a competitive edge in a crowded market.

Read More
Proposify case study
Hospitality
Hospitality
Case Study Catalina Tours

How Catalina Tours has seen a 125% increase in sales after implementing Proposify.

Read More

Video

Proposify helps Yellowstone Landscape land a 60% close rate to be a leader in their industry

Video Thumbnail

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?

Proposify is a Proposal Management Software mainly used by its customers to Acquire Customers and Increase Sales & Revenue by Sales Document Management, Engagement Management and Helpdesk Management .

What are the top features of Proposify?

Templates, Alerts: popups & Notifications and Personalization are some of the top features of Proposify.

Who uses Proposify?

Proposify is used by Marketing And Advertising, Consumer Services and Computer Software among other industries.

What are Proposify alternatives?

Responsive, Formerly RFPIO, Better Proposals, Nusii and Quotient are popular alternatives for Proposify.

Where is Proposify located?

Proposify is headquartered at 1877 Hollis St, Halifax, Nova Scotia B3J, CA.
lightning

Peers used Proposify for sales document management and engagement management

Proposify Features

  • Low
  • Medium
  • High
FEATURE RATINGS AND REVIEWS
Analytics

4.84/5 ★

Read Reviews (118)
Custom Reports

4.03/5 ★

Read Reviews (1242)
CAPABILITIES RATINGS AND REVIEWS
Analytics

4.84/5 ★

Read Reviews (118)
Custom Reports

4.03/5 ★

Read Reviews (1242)

Software Failure Risk Guidance

?

for Proposify

Overall Risk Meter

Low Medium High

Top Failure Risks for Proposify

Proposify Profile

Company Name

Proposify

Company Website

https://www.proposify.com

HQ Location

1877 Hollis St, Halifax, Nova Scotia B3J, CA

Employees

1-10

Social

Financials

SERIES A