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92% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more

Proposify logo
Proposal Software

4.6 1,332 user ratings

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72% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more

Pro-Posal logo
Proposal Software

5 2 user ratings

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Overview

Description Proposify is a proposal software that helps its users to create, send, track, and e-sign the winning proposals, agreements, and contracts. The software aims to simplify the process of users and hence put their teams on a straight path to sales success. Users can create on-brand templates that are reused by the sales reps, leaving them to customize the details for the next big deal. One can store all the content that the sales reps need in a single location, enabling users to snap proposals together in minutes. The software provides its users with faster sign off that makes it easier for the prospects to buy using the legally binding order forms and the electronic signature tool. Proposify allows users to determine how the prospects are interacting with the proposals with details regarding the section they looked at and for how long, as these insights help the sales reps to know when to reach out to close the deal. Read more Pro-Posal will set an automatic 7-day reminder to follow up that will appear on your dashboard calendar. Use Pro-Posal to communicate with your customer. Keep contact information in Pro-Posal for follow-up on the next service. Use Pro-Posal for unsolicited bidding. This is the process of identifying work you see in your area and would love to get. Using this very old but simple method, you create a bid for your potential customer, then do the backend work to find their contact information. You then send an “unsolicited” bid and start the follow-up process. The best part is that they teach you how to do this using the program, totally free of charge. Read more
Pricing Options
  • Free Trial Available
  • Starts at $49.0. Offers Free-forever plan.
  • Free Trial Available
  • Starts at $30.0.
SW Score & Breakdown

92% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more

  • Features The Feature Score % is calculated using the weighted average method, where core features hold more weight in the final calculation. Read more
    100%
  • Reviews
    94%
  • Momentum
    67%
  • Popularity
    92%

72% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more

  • Features The Feature Score % is calculated using the weighted average method, where core features hold more weight in the final calculation. Read more
    73%
  • Reviews
    67%
  • Momentum
    60%
  • Popularity
    67%
SaaSworthy Awards # 3 Most Worthy # 7 Fastest Growing
Not Available

Features

Total Features
13 Features
4 Features
Common Features for All
    Access Control Defines application access to various users. Includes role-based system that controls options to be displayed to different users based on their role
    Alert Notifications Alerts the user when predefined criteria is met
    Approval Workflow Allows to route the documents to one or multiple people for seeking their approval
    CRM Integration Automatically sends and receives the relevant information to the CRM Software that helps in time management
    Collaborative Editing Invite individuals or team to co-edit the documents, pictures in real-time
    Contact Management Organizing customer data in a centralized location and handling contact details, demographics, transactions, etc.
    Customer Pipeline Helps to manage sales and business prospects and boosting them down the sales funnel
    Customizable Branding This feature enables the customization of brand marketing to meet specific requirements and preferences.
    Document Analytics Helps to know the complete insights of a document like who, when and how it is used.
    Document Audit Trail Tracks the document signature history and timestamp for legal attestation
    Document Library Central repository to manage your assets like Images, PDF files, etc.,
    PDF Export Enables to export the document to PDF file for easy sharing
    e-Signature Electronic Signatures help users to sign their digital documents remotely
  • + 10 More - Show Less
    • Access Control Defines application access to various users. Includes role-based system that controls options to be displayed to different users based on their role
      Alert Notifications Alerts the user when predefined criteria is met
      Approval Workflow Allows to route the documents to one or multiple people for seeking their approval
      CRM Integration Automatically sends and receives the relevant information to the CRM Software that helps in time management
      Collaborative Editing Invite individuals or team to co-edit the documents, pictures in real-time
      Contact Management Organizing customer data in a centralized location and handling contact details, demographics, transactions, etc.
      Customer Pipeline Helps to manage sales and business prospects and boosting them down the sales funnel
      Customizable Branding This feature enables the customization of brand marketing to meet specific requirements and preferences.
      Document Analytics Helps to know the complete insights of a document like who, when and how it is used.
      Document Audit Trail Tracks the document signature history and timestamp for legal attestation
      Document Library Central repository to manage your assets like Images, PDF files, etc.,
      PDF Export Enables to export the document to PDF file for easy sharing
      e-Signature Electronic Signatures help users to sign their digital documents remotely
  • + 1 More - Show Less
  • Technical Details

    Organization Types Supported
    • Individuals
    • Large Enterprises
    • Medium Business
    • Small Business
    • Individuals
    • Large Enterprises
    • Medium Business
    • Small Business
    Platforms Supported
    • SaaS/Web/Cloud
    • Mobile - Android
    • Mobile - iOS
    • SaaS/Web/Cloud
    • Mobile - Android
    • Mobile - iOS
    Modes of Support
    • 24/7 (Live rep)
    • Business Hours
    • Online
    • 24/7 (Live rep)
    • Business Hours
    • Online
    API Support
    • Available
    • NA

    Reviews & Ratings

    User Rating
    4.6/5 1,332 user ratings
    5/5 2 user ratings
    Rating Distribution
    • Excellent

      71.3%
    • Very Good

      22.9%
    • Average

      3.8%
    • Poor

      1.5%
    • Terrible

      0.5%
    • Excellent

      100%
    • Very Good

      0%
    • Average

      0%
    • Poor

      0%
    • Terrible

      0%
    User Sentiments

      Professional Looking Proposals, Easy to Use Interface, Proposal Tracking & Analytics, Extensive Template Library

      Proposal Editor Glitches/Bugs, Limited Design Customization, Cumbersome Table Formatting, Inconsistent Mobile App Experience

      Not Available
    Review Summary

    Proposify users appreciate its user-friendly interface, customizable templates, and ability to streamline the proposal creation process. It also offers strong collaboration features and integrates seamlessly with popular business tools. Praised for its excellent customer support, Proposify is a reliable choice for businesses seeking to enhance their proposal process. However, some users have reported occasional glitches and difficulty customizing certain aspects of the software. Overall, Proposify receives positive feedback for its ease of use, functionality, and the value it provides to users.

    Not Available
      Read All User Reviews Read All User Reviews

    AI-Generated from the text of User Reviews

    Pricing

    Pricing Options
    • Free Trial Available
    • Starts at $49.0. Offers Free-forever plan.
    • Free Trial Available
    • Starts at $30.0.
    Pricing Plans
    Monthly Plans Annual Plans

    Free Free

    Team Plan $49.00 $49.00 per user / month

    Business Plan $590.00 $590.00 per month

    Pro-Posal $30.00 $30.00 per month

     
    View Detailed Pricing
    View Detailed Pricing

    Screenshots & Videos

    Videos Video Thumbnail
    + 3 More
    Not Available

    Vendor information

    Company Details Located in: Halifax, Canada Founded in: 2012

    Not available

    Contact Details

    Not available

    https://www.proposify.com/

    Not available

    https://www.closethejob.com/

    Social Media Handles

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