Proposal software that gives sales teams the control and visibility to close more deals.
What it does
Creates professional, interactive sales proposals and contracts.
Provides real-time tracking to see which sections prospects are reading.
Features a central content library for standardizing sales collateral.
Automates the e-signature process for faster deal closing.
Integrates with CRMs to automate data entry and keep deal stages updated.
Why it works
Control: Allows marketing teams to lock down templates so sales reps can't change brand elements.
Insights: Knowing exactly when a prospect opens a proposal allows reps to time their follow-ups perfectly.
Speed: Reduces the time taken to create a complex proposal from hours to under 20 minutes.
Professionalism: Polished, interactive documents stand out significantly compared to static email attachments.
Proposal software that gives sales teams the control and visibility to close more deals.
Overview
Proposify is a leading proposal management platform that helps sales teams streamline the document workflow from creation to signature. It allows users to build beautiful, on-brand proposals, track when prospects view them, and collect legally binding e-signatures. It replaces manual PDFs and Word documents with interactive, data-driven sales assets.
Founded year:2013
Founder:Kyle Racki, Kevin Springer
Team size:60
Popularity:Trusted by over 8,000 customers globally
Creates professional, interactive sales proposals and contracts.
Provides real-time tracking to see which sections prospects are reading.
Features a central content library for standardizing sales collateral.
Automates the e-signature process for faster deal closing.
Integrates with CRMs to automate data entry and keep deal stages updated.
Who it's for
Sales Teams
Marketing Agencies
Professional Services
SaaS Companies
Why it works
Control: Allows marketing teams to lock down templates so sales reps can't change brand elements.
Insights: Knowing exactly when a prospect opens a proposal allows reps to time their follow-ups perfectly.
Speed: Reduces the time taken to create a complex proposal from hours to under 20 minutes.
Professionalism: Polished, interactive documents stand out significantly compared to static email attachments.
Founder story
Founded in 2013 by Kyle Racki and Kevin Springer in Halifax, Canada. Kyle, a designer, and Kevin, a sales veteran, had previously run a digital agency together and were frustrated by the chaos of creating and tracking proposals. They built Proposify to solve their own 'agency pain' and scaled it into a global sales tech leader.
Alternatives
Comparison overview
PandaDoc: A massive all-in-one document suite; Proposify is often preferred for its superior design controls and agency-specific heritage.
Better Proposals: Leaner and simpler; Proposify is the choice for growing teams that need deeper CRM integration and content governance.
Proposify is the standard for teams that want their proposals to be as impressive as their product.