Proposify Engagement Tools App


by Proposify

Streamline your client proposals and look like a rockstar doing it.
Suited for: Freelancers, Smbs, Enterprises
Helps with: Cloud Storage,Document Generation,Engagement Tools,Quotes an ...
Languages: English
Similar to: iZooto App ProProfs Quiz Maker App Intercom App Bazaarvoice Conversations App More...

What is it all about?

Proposify is a proprietary SaaS-based proposal generation product that incorporates the functionality of desktop design capabilities into its platform to make it easier for teams to create high quality customized proposals that stand out.

Video & screenshots


Proposify App Screen 0 Proposify App Screen 1 Proposify App Screen 2

Who is it for?


Key Features

Get back billable hours you’re wasting every month! You know how it is. Half the time you spend on proposals, you’re hunting around for past content or finding and replacing names instead of working on a compelling pitch. We cut out the BS by auto-saving and versioning your content so you can easily drop in sections to create new proposals in minutes. Variables will automatically replace with the correct details, like client name, so you barely need to lift a finger! Custom-brand your documents with ease! Most proposal software puts you in a box. Not us. We’ve taken cues from Adobe InDesign to make a true WYSIWYG editor that lets you customize typography, size and place images and shapes, fine-tune layout and make your proposal look as fantastic as you need it to without needing to know HTML or CSS. Can’t design your way out of a paper bag? No problem, we’ve got some beautiful pre-made themes you can start with and tweak as needed. Keep your account team organized! Do you have multiple account people sending proposals every month? Say goodbye to emailing around big documents or dealing with clunky file sharing tools. Now you can assign an account manager to a proposal, leave comments and to-dos for the sales team, and even work on the same document together! Everyone has access to the same branded templates so your whole process is simplified. Clients review and sign-off in the browser! Your prospective client gets an email with a custom link to your agency’s branded URL; They click the link and open your proposal in the browser, review your pitch, watch your videos, select optional fees, download a high-res PDF, click accept and sign off right there. It’s faster, easier and you’ll save trees. We even show you exactly when they opened your proposal. Metrics give you insights to benchmark your sales! If you’re just using regular old document editors like Word and InDesign for your proposals, you’re missing out on valuable metrics that can help you improve your sales process. We show your win/loss ratio by month, quarter and year, and auto-generate a sales pipeline so you can see what deals are on the table helping you forecast your business opportunities. Sync up your proposals with your other business apps! Import your contacts and Proposify auto creates deals and marks them as won in your CRM, then creates draft invoices in your accounting software, saving you time from bouncing around multiple web apps.


Are you looking for some guidance on how to write an effective proposal? We have pre-written content for a variety of creative service industries that you can import and tweak as desired. Just select a theme, drag in the sections you want and you’ll be up and running in no time.



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Unltd clients & proposals
Templates & themes
Auto-version content library
High quality PDFs
Client web views
Branded domains
Everything in $14/mo
Electronic signature
Track client views
Sales Metrics
3rd party int.

Integrates With



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