What is Proposify?
Proposify is a proposal creation software that assists businesses with creating professional sales documents through an automated system. Teams use Proposify to make quick, efficient, and professional on-brand proposals alongside quotes, contracts, and agreements.
Best Features of Proposify
Proposify offers a range of features designed to simplify the proposal process. Below are some of Proposify’s key features:
- Proposal Automation: Quickly create consistent, on-brand proposals using customizable templates.
- Interactive Quotes: Build interactive quotes that let prospects choose options and adjust pricing.
- Contract Management: Improve team collaboration through proposal document comment and edit placements.
- E-Signatures: Clients can securely sign documents through any device.
- Document Analytics: Know when your proposal is opened, and how long they spent on each section, and use that information to follow up strategically.
- CRM and Tool Integrations: Connect to major CRMs, such as HubSpot, Salesforce, and Zoho, to bring in client data and keep your company records in sync.
- Controlled Content and Branding: Lock certain parts of the proposal to prevent unauthorized edits to that content.
- Team Collaboration: Set up internal approvals so proposals meet company standards before being sent out.
Who is Proposify for?
Proposify is designed for businesses and teams that rely on proposals to win new business. Here’s a breakdown of who benefits most from using Proposify:
- Sales Teams
- Marketing Teams
- IT/Operations Teams
- Agencies and Consulting
- IT and Software
- Landscaping and Janitorial
- Construction and Restoration
Also Read: Best Proposal Software For Small Businesses
Pricing and Plans
Proposify Pricing plans are flexible to suit different team sizes and business needs. Here’s an overview of Proposify’s current pricing tiers:
Basic Plan
Price: $29 (monthly) | $19 (annually)
Key Features:
- Up to 2 users
- Access to a content library
- E-signatures and integrated payment options
- Basic activity tracking and proposal metrics
Best For: Individuals or small teams getting started with proposal automation.
Team Plan
Price: $49 (quarterly) | $41 (annually)
Key Features:
Everything in Basic, plus:
- CRM and app integrations
- Custom URL and branding
- Custom fields and variables
- Automated reminders for follow-ups
Best For: Growing teams that need to collaborate and integrate their tools.
Business Plan
Price: $65 (annually)
Key Features:
Everything in Team, plus:
- User roles and permissions
- Proposal approval workflows
- Salesforce integration
- Single Sign-On (SSO)
- Multiple workspaces
- Full API Access
Best For: Larger sales teams needing advanced control and scalability.
3 Best Proposify Alternatives
If Proposify doesn’t quite fit your team’s needs or budget, there are several other proposal software options worth considering. Here are three of the best Proposify alternatives to consider.
Cone
Cone is an end-to-end proposal, billing, and payments software designed for professional service businesses. It streamlines the entire client engagement process, from creating branded web proposals to automating quotes, billing, and collecting payments.
Best Features
- Proposals: Create customizable proposal templates tailored to different industries like accounting, marketing, and freelancing.
- Sales Pipeline: Manage leads and prioritize opportunities.
- Billing: Leverage invoice automation and recurring billing options for smooth billing cycles.
- Payments: Provide multiple payment methods like direct debit, credit cards, and debit cards to clients.
- Automation: Lower manual labor via an automated workflow process.
- Integrations: Leverage powerful integrations with existing accounting and CRM tools, including Xero.
Pricing
- Essentials: $9 (annually) | $13 (monthly)
- Growth: $12 (annually) | $18 (monthly)
Try Cone for free today.
PandaDoc
PandaDoc is an all-in-one document automation and agreement management platform designed to simplify the process of creating, managing, and signing business documents.
Best Features
- Document Creation: Drag-and-drop document editor to create custom proposals.
- CPQ (Configure, Price, Quote): Automate quote generation with data pulled directly from product catalogs.
- E-Signatures: Use legally binding e-signatures compliant with E-SIGN, UETA, HIPAA, and SOC 2.
- Automation: Automate repetitive tasks like document routing, reminders, and approvals.
- Payments: Leverage built-in payment processing to collect payments directly within documents.
Pricing
- Essentials Plan: $19 (annually) | $35 (monthly)
- Business Plan: $49 (annually) | $65 (monthly)
- Enterprise Plan: Custom pricing
Read our detailed breakdown of PandaDoc Pricing Plans to understand how much it costs.
Also Read: PandaDoc vs Proposify vs Cone
Qwilr
Qwilr is a web-based proposal and invoicing software that streamlines the sales process by combining proposals, quotes, contracts, and payments in one platform.
Best Features
- Interactive Proposals: Create web-based proposals that are interactive and responsive.
- E-Signatures and Agreements: Collect e-signatures directly within proposals.
- Quotes and Payments: Add pricing tables with dynamic quotes.
- Document Analytics: Track who opens your proposal, when, and how they engage with it.
- Drag-and-Drop Editor: Build proposals using reusable blocks for text, videos, pricing, and more.
Pricing
- Business Plan: $39 (monthly) | $35 (annually)
- Enterprise Plan: $59 billed annually
Also Read: Qwilr alternatives
Choose Smarter Tools for Smart Teams
Every proposal that you send is typically a client's first real experience of how you operate. A smooth and professional experience builds goodwill, and an experience that feels clunky and disorganized does the opposite.
Proposify is a perfectly reasonable solution, but other solutions can provide a more streamlined method for navigating this process. For instance, Cone can help you create proposals that are professional and comprehensive, while offering the added benefit of managing your billing and payments from a unified platform. If you are looking for a more effective and price-efficient platform, then Cone is worth trying out.
FAQs
- Does Proposify offer a free trial?
Yes. Proposify allows users to explore the platform for 14 days.
- How does proposal software reduce human error?
Automating pricing tables together with pre-approved content reduces the risk of pricing and information errors during the proposal creation process.
- Can proposal software accommodate proposals in multiple languages?
Many platforms like Cone offers multi-language support, enabling businesses to create and send proposals in different languages to accommodate international clients.