Proposify
Proposify offers customizable proposal templates and integrates with CRM systems, providing features like electronic signatures, interactive pricing, and advanced metrics to enhance the proposal process.
Proposify Services
Proposify offers a wide range of services tailored to enhance the proposal process for businesses. These services include providing pre-designed and customizable proposal templates for various industries like marketing, healthcare, and construction. The platform integrates with top CRM systems like Salesforce and HubSpot, enabling users to manage their proposals seamlessly within their CRM. Proposify also supports legally binding electronic signatures and includes advanced features such as interactive pricing tables, real-time chat, and embedded videos. Additionally, the company offers professional services like custom template design and software training.
Proposify Founders
Proposify was founded with the aim of simplifying and streamlining the proposal creation process for businesses. The company quickly gained traction due to its user-friendly interface and innovative features designed to meet the specific needs of B2B services across various industries.
Proposify Products
Proposify's product suite is focused on creating, managing, and optimizing sales documents such as proposals, quotes, contracts, and NDAs. The platform includes a centralized content library for storing pre-approved templates, images, and fees. Users benefit from advanced insights and metrics that track how prospects interact with proposals, multiple e-signature capabilities, and customized design services. The software is accessible via a mobile app, allowing users to manage their proposals on the go.
Proposify Data Security and Compliance
Proposify prioritizes data security and compliance, maintaining high standards in these areas. The company is SOC2 Type 1 certified and GDPR compliant, ensuring that user data is handled with the utmost care and confidentiality. This focus on security helps build trust with users who manage sensitive sales documents through the platform.
Proposify Customer Support
Proposify is committed to providing excellent customer support to its users. The customer support team offers in-house technical assistance and training, helping users navigate the platform and maximize its features. New users can also take advantage of a free 14-day trial to explore Proposify's capabilities and determine how it fits their business needs.