Proposify

Meet Proposify

Proposify helps sales teams prepare and manage proposals and quotes. Branded templates and a shared content library let reps reuse approved material while adapting a document for the buyer. The drag-and-drop editor handles its layout, with locked elements and approvals available for team control.

CRM connections bring customer and deal information into the proposal. After sending, notifications and engagement data show when a prospect opens it and which sections they read. Electronic signatures complete acceptance. A team can keep the prepared document, buyer activity, and signed result together while using the response history to decide when a follow-up would be useful.