Proposify powers the close! Get control and insight into the most important stage of your sales process. From design to sign-off, get the confidence and consistency to dominate your deals.

Product Features

With Proposify, it's closing time. Proposify helps you build a scalable and predictable closing process that keeps your brand, content, and deals consistent – so you can stay in control. Proposify lets you build custom proposals, agreements, and contracts that help you elevate your brand, streamline sales, and dominate deals.

Inconsistency across your sales documents (messaging, pricing, brand, approvals, workflow) can mean costly mistakes, unprofessional first impressions, and jeopardized deals. Proposify gives you the control you need to ensure consistency all the way to your ideal close.

  • Design beautiful, custom proposals or use off-the-shelf themes: Perfect your deal design and create unique documents that help you sell with greater confidence. Elevate your brand and sophistication by delivering a more curated digital experience to your prospects. 
  • Save pre-approved templates and content in a central organized library: Created consistent documents and resources and save it all for use across your proposals, agreements, and contracts. Make universal changes to components like legal terms and maintain control at a high level. 
  • Set parameters for unique user roles and permissions: Keep your sales team armed with the latest and greatest materials while assigning specific permissions for different users. 
  • Obtain digital signatures and approvals: Ensure deals are going out with the proper sign-off by defining your approval workflow, and collect signoffs and client approvals in one place.
  • Integrate with CRM: Sync data, set variables, and keep your opportunities in order by integrating your CRM, including Salesforce. 

Product Details

Proposify is a leading online proposal platform that streamlines the most important part of your sales process:

  • Design beautiful proposals, agreements, and contracts
  • Create custom brand components and content
  • Use off-the-shelf templates and theme elements
  • Control your users with roles and permissions
  • Get digital signatures and approvals 
  • Integrate with CRM platforms like Salesforce


Proposify offers complete documentation via their knowledge center at You can also contact their customer support via email at


Need help setting up your Proposify account and getting started? Contact us for assistance. 

Pricing and installation


Proposify Team

  • Unlimited documents
  • Brand customization
  • Embed images and video
  • Content authoring
  • PDF exports
  • Reports
  • Standard integrations
  • Custom fields and variables
  • Payments
  • Email and chat support

* Per user fee per month.

Proposify is provided by a third-party and is governed by separate terms of service, privacy policy, and support documentation.