Proposify is a cloud-based proposal software that helps businesses streamline the sales process by creating professional and branded quotes, proposals, and agreements. Its user-friendly platform allows sales teams to easily customize design-friendly templates with a drag-and-drop interface. This enables them to generate error-free, on-brand documents efficiently, reducing the time spent on approvals and revisions.
Proposify's key features include a centralized content library, reusable templates, e-signature capabilities, and real-time tracking of prospect engagement. Its analytics provide insights into how clients interact with proposals, helping teams tailor follow-up strategies for quicker closes. The software integrates with various CRM and business tools like Salesforce, HubSpot, and QuickBooks.
In October 2021, Proposify introduced new approval workflow enhancements, allowing teams to set approval criteria based on document type, deal value, discounts, and optional fees. This streamlined the internal sign-off process, reducing bottlenecks and enabling faster deal closures.
While Proposify faced challenges in 2022, laying off 25% of its staff due to missed growth targets, the company remains focused on its product roadmap. It claims to have over 10,000 customers and grew by 18% in 2021, with plans to release a "game-changing" product in 2022.
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