Why We Didn’t Give Up on Our Business (And Why You Shouldn’t Either)
Proposify Blog - Business, Process, Sales, Leads, Proposals and More

      
        
        
        

        
          
            Brand customization
          
          
            
              
            
          
            
              
            
          
            
              
            
          
        
        
        
          
            
              
                Unlimited templates
              
              
                
                  All accounts allow unlimited templates.
                
              
            
            
              
              
                
                  
                    
                      
                    
                  
                
              
            
              
              
                
                  
                    
                      
                    
                  
                
              
            
              
              
                
                  
                    
                      
                    
                  
                
              
            
          
        
          
            
              
                Content library
              
              
                
                  Create and share templates, sections, and images that can be pulled into documents.
                
              
            
            
              
              
                
                  
                    
                      
                    
                  
                
              
            
              
              
                
                  
                    
                      
                    
                  
                
              
            
              
              
                
                  
                    
                      
                    
                  
                
              
            
          
        
          
            
              
                Embed images & videos
              
              
                
                  Images can be uploaded directly, videos can be embedded from external sources like YouTube, Vidyard, and Wistia
                
              
            
            
              
              
                
                  
                    
                      
                    
                  
                
              
            
              
              
                
                  
                    
                      
                    
                  
                
              
            
              
              
                
                  
                    
                      
                    
                  
                
              
            
          
        
          
            
              
                Custom domain
              
              
                
                  You can map your domain so prospects visit something like proposals.yourdomain.com and don't see "proposify" in the URL
                
              
            
            
              
              
                
                  
                    
                  
                
              
            
              
              
                
                  
                    
                      
                    
                  
                
              
            
              
              
                
                  
                    
                      
                    
                  
                
              
            
          
        
      
        
        
        

        
          
            Content authoring
          
          
            
              
                Basic
              
            
          
            
              
                Team
              
            
          
            
              
                Business
              
            
          
        
        
        
          
            
              
                Online signatures
              
              
                
                  All plans allow you to get documents legally e-signed
                
              
            
            
              
              
                
                  
                    
                      
                    
                  
                
              
            
              
              
                
                  
                    
                      
                    
                  
                
              
            
              
              
                
                  
                    
                      
                    
                  
                
              
            
          
        
          
            
              
                Interactive quoting
              
              
                
                  Allow prospects to alter the quantity or optional add-ons
                
              
            
            
              
              
                
                  
                    
                      
                    
                  
                
              
            
              
              
                
                  
                    
                      
                    
                  
                
              
            
              
              
                
                  
                    
                      
                    
                  
                
              
            
          
        
          
            
              
                Client input forms
              
              
                
                  Capture information from prospects by adding form inputs to your documents.
                
              
            
            
              
              
                
                  
                    
                  
                
              
            
              
              
                
                  
                    
                      
                    
                  
                
              
            
              
              
                
                  
                    
                      
                    
                  
                
              
            
          
        
          
            
              
                Document Sends
              
              
                
                  You can create unlimited documents but some plans limit how many you can send per month.
                
              
            
            
              
              
                
                  
                    5 sends per month$1.99 per additional send
                  
                
              
            
              
              
                
                  
                    Unlimited sending
                  
                
              
            
              
              
                
                  
                    Unlimited sending
                  
                
              
            
          
        
      
        
        
        

        
          
            Visibility
          
          
            
              
                Basic
              
            
          
            
              
                Team
              
            
          
            
              
                Business
              
            
          
        
        
        
          
            
              
                Notifications & metrics
              
              
                
                  Get notified by email and see when prospects are viewing your document.
                
              
            
            
              
              
                
                  
                    
                      
                    
                  
                
              
            
              
              
                
                  
                    
                      
                    
                  
                
              
            
              
              
                
                  
                    
                      
                    
                  
                
              
            
          
        
          
            
              
                PDF export
              
              
                
                  Generate a PDF from any document that matches the digital version.
                
              
            
            
              
              
                
                  
                    
                      
                    
                  
                
              
            
              
              
                
                  
                    
                      
                    
                  
                
              
            
              
              
                
                  
                    
                      
                    
                  
                
              
            
          
        
          
            
              
                Reports
              
              
                
                  Get a full exportable table of all your documents with filtering.
                
              
            
            
              
              
                
                  
                    
                  
                
              
            
              
              
                
                  
                    
                      
                    
                  
                
              
            
              
              
                
                  
                    
                      
                    
                  
                
              
            
          
        
      
        
        
        

        
          
            Process & control
          
          
            
              
                Basic
              
            
          
            
              
                Team
              
            
          
            
              
                Business
              
            
          
        
        
        
          
            
              
                Payments
              
              
                
                  Connect your Stripe account and get paid in full or partially when your proposal gets signed.
                
              
            
            
              
              
                
                  
                    
                      
                    
                  
                
              
            
              
              
                
                  
                    
                      
                    
                  
                
              
            
              
              
                
                  
                    
                      
                    
                  
                
              
            
          
        
          
            
              
                Automations
              
              
                
                  Set up automations using pre-built connectors or customize using the workflow builder
                
              
            
            
              
              
                
                  
                    
                      
                    
                  
                
              
            
              
              
                
                  
                    
                      
                    
                  
                
              
            
              
              
                
                  
                    
                      
                    
                  
                
              
            
          
        
          
            
              
                Custom fields & variables
              
              
                
                  Create your own fields you can use internally that get replaced in custom variables within a document.
                
              
            
            
              
              
                
                  
                    
                  
                
              
            
              
              
                
                  
                    
                      
                    
                  
                
              
            
              
              
                
                  
                    
                      
                    
                  
                
              
            
          
        
          
            
              
                Integrations
              
              
                
                  All integrations except for Salesforce.
                
              
            
            
              
              
                
                  
                    
                  
                
              
            
              
              
                
                  
                    
                      
                    
                  
                
              
            
              
              
                
                  
                    
                      
                    
                  
                
              
            
          
        
          
            
              
                Auto reminders
              
              
                
                  You can automatically remind prospects who haven't yet opened your document in daily intervals.
                
              
            
            
              
              
                
                  
                    
                  
                
              
            
              
              
                
                  
                    
                      
                    
                  
                
              
            
              
              
                
                  
                    
                      
                    
                  
                
              
            
          
        
          
            
              
                Roles & permissions
              
              
                
                  Lock down what users can and can't do by role. Pages and individual page elements can be locked.
                
              
            
            
              
              
                
                  
                    
                  
                
              
            
              
              
                
                  
                    
                  
                
              
            
              
              
                
                  
                    
                      
                    
                  
                
              
            
          
        
          
            
              
                Approval workflows
              
              
                
                  Create conditions that if met will trigger an approval from a manager (by deal size and discount size).
                
              
            
            
              
              
                
                  
                    
                  
                
              
            
              
              
                
                  
                    
                  
                
              
            
              
              
                
                  
                    
                      
                    
                  
                
              
            
          
        
          
            
              
                Salesforce integration
              
              
                
                  Use our managed package and optionally SSO so reps work right within Salesforce
                
              
            
            
              
              
                
                  
                    
                  
                
              
            
              
              
                
                  
                    
                  
                
              
            
              
              
                
                  
                    
                      
                    
                  
                
              
            
          
        
          
            
              
                Single sign-on (SSO)
              
              
                
                  Our SSO works with identity providers like Salesforce, Okta, and Azure
                
              
            
            
              
              
                
                  
                    
                  
                
              
            
              
              
                
                  
                    
                  
                
              
            
              
              
                
                  
                    
                      
                    
                  
                
              
            
          
        
          
            
              
                Workspaces
              
              
                
                  Great for multi-unit businesses like franchises. Enables businesses to have completely separate instances that admins can manage.
                
              
            
            
              
              
                
                  
                    
                  
                
              
            
              
              
                
                  
                    
                  
                
              
            
              
              
                
                  
                    
                      
                    
                  
                
              
            
          
        
      
        
        
        

        
          
            Success
          
          
            
              
                Basic
              
            
          
            
              
                Team
              
            
          
            
              
                Business
              
            
          
        
        
        
          
            
              
                Email & chat support
              
              
                
                  Our team is here to provide their fabulous support Monday - Thursday 8 AM - 8 PM EST and on Fridays 8 AM - 4 PM EST.
                
              
            
            
              
              
                
                  
                    
                      
                    
                  
                
              
            
              
              
                
                  
                    
                      
                    
                  
                
              
            
              
              
                
                  
                    
                      
                    
                  
                
              
            
          
        
          
            
              
                Phone & Zoom support
              
              
                
                  Sometimes the written word isn't enough and our team will hop on a call to show you how to accomplish something in Proposify.
                
              
            
            
              
              
                
                  
                    
                  
                
              
            
              
              
                
                  
                    
                  
                
              
            
              
              
                
                  
                    
                      
                    
                  
                
              
            
          
        
          
            
              
                Success manager
              
              
                
                  Your own dedicated CSM who will onboard you and meet with you periodically to ensure you're getting maximum value from Proposify.
                
              
            
            
              
              
                
                  
                    
                  
                
              
            
              
              
                
                  
                    
                  
                
              
            
              
              
                
                  
                    
                      
                    
                  
                
              
            
          
        
          
            
              
                Onboarding services
              
              
                
                  We'll design your custom template that is built with Proposify best-practices and train your team on your desired workflow.
                
              
            
            
              
              
                
                  
                    
                  
                
              
            
              
              
                
                  
                    
                  
                
              
            
              
              
                
                  
                    
                      
                    
                  
                
              
            
          
        
          
            
              
                Premium integration support
              
              
                
                  Our team of experts can perform advanced troubleshooting and even set up zaps and automations to get the job done.
                
              
            
            
              
              
                
                  
                    
                  
                
              
            
              
              
                
                  
                    
                  
                
              
            
              
              
                
                  
                    
                      
                    
                  
                
              
            
          
        
      
    