Proposify: Win More Deals With Faster, Smarter Proposal Workflow Automation

Creating, approving, and delivering proposals is one of the most essential steps in any sales cycle—and one of the most painful. Teams rely on outdated documents, email chains, and inconsistent templates, which slow them down and cause avoidable errors. Those delays show up in lower close rates, inconsistent branding, and missed opportunities. As sales cycles accelerate and buyer expectations rise, businesses need a streamlined way to move from conversation to close without sacrificing accuracy or professionalism.
Proposify
Proposify is built for that reality. It provides a complete proposal management platform that centralizes content, automates workflows, and gives sales teams end-to-end visibility into every deal. Its emphasis on speed, accuracy, and branding makes it a standout solution for sales-led organizations that want to close deals faster and present a more compelling, consistent buyer experience.

Proposify’s most significant benefit is control. It organizes messy proposal workflows into standardized templates, governs content, includes built-in eSignatures, and automates data pulling directly from your CRM. Sales teams get a faster path to sending polished, on-brand documents, while leaders get visibility into engagement, bottlenecks, and performance indicators that influence revenue. As proposal complexity increases across industries—from consulting and construction to janitorial, landscaping, marketing, and franchised operations—Proposify provides structure without slowing teams down.
Proposify functions as a unified environment for proposal creation, automation, collaboration, delivery, and tracking. Every document originates from a centralized library, ensuring accuracy and brand consistency across versions and teams. The platform’s drag-and-drop editor lets staff build polished proposals even without design experience, and its automation engine eliminates the friction of manual updates, repetitive formatting, and pricing errors. The result is a repeatable, reliable proposal system designed for high-volume sales teams.
The Benefits of Using Proposify
One of the most compelling advantages of Proposify is its ability to eliminate operational friction. Salespeople no longer rely on scattered file repositories, inconsistent documents, or tribal knowledge to assemble winning proposals. Instead, they draw from approved templates that automatically insert CRM data and ensure compliance with brand and pricing guidelines. This reduces downtime and prevents embarrassing mistakes, like misapplied fees or incorrect client details, that can derail a deal.
Proposify also improves time-to-signature by integrating fast, mobile-ready eSignature capabilities. Instead of sending PDFs for print-and-scan workflows, sales teams send interactive documents that prospects can sign on any device. Combined with detailed engagement analytics—such as real-time notifications and time spent per section—teams can identify hesitations early, tailor follow-up strategies, and accelerate the close. This data-driven visibility gives leaders a clear view into what is working, where deals stall, and how their teams can optimize performance.
Perhaps most importantly, Proposify gives companies a competitive edge. Professionally designed proposals elevate brand perception and reinforce expertise. Standardized processes reduce deal risk. Fast execution shortens cycles. Integrated collaboration tools make it easier for marketing, operations, and sales to work together on complex agreements. It’s a modern proposal engine that reflects what buyers expect and teams need.
Proposify Features
Below is an overview of Proposify’s primary features:

API: Allows businesses to build custom integrations and automate proposal workflows programmatically. This is invaluable for companies with advanced systems, multi-system environments, or custom line-of-business applications.
Automation: Enables teams to trigger actions, apply logic-driven updates, and enforce standardized steps within the proposal lifecycle so sales reps don’t miss critical requirements.
Collaboration Tools: Supports cross-team editing, controlled permissions, commentary, and internal approvals, reducing bottlenecks and keeping all stakeholders in sync, whether they’re at a desk or on a mobile device.
Content Library: Stores approved sections, text blocks, images, fees, and other elements so teams don’t recreate content from scratch. This central repository ensures brand and pricing consistency.
Contracts: Allows users to generate legally binding agreements, complete with eSignatures, embedded terms, and customizable conditions.
Create and Send: Provides an intuitive drag-and-drop editor that empowers users to build polished, branded proposals and send them directly to prospects without exporting files.
eSignatures: Offers integrated, mobile-friendly signing capabilities so buyers can sign anytime, helping teams close deals three times faster than traditional signature workflows.
Integrations: Connects seamlessly with major CRM, sales, invoicing, and communication tools including HubSpot, Salesforce, Zoho, Pipedrive, Gong, Vidyard, Zapier, Intercom, and Stripe.
Proposal Templates: Includes a comprehensive library of professionally designed templates across dozens of industries, giving teams a strong starting point for consistent, visually stunning documents.
Quotes: Generates detailed quotes and pricing tables linked to CRM data, preventing reps from introducing manual pricing errors.
Real-Time Insights: Monitors proposal activity, including opens, views, signatures, and time spent per section. These insights help inform follow-ups and identify opportunities to accelerate the deal.
Security: Delivers enterprise-grade security and compliance mechanisms to protect confidential proposal data, financial details, and client information.
Team Management: Controls permissions, locks important elements, and creates role-based access so reps stay aligned with approved messaging and pricing.

These features, collectively, give sales teams a modern, structured, and repeatable approach to proposal execution. By combining automation, governance, design, integration, and analytics, Proposify becomes a full-service proposal operations system rather than a simple document tool.
Ready to Modernize Your Proposal Process?
Getting started with Proposify begins by setting up your content library and selecting template designs that align with your brand. Once templates are customized, reps build proposals using the editor, relying on their CRM data to auto-fill details. After sending, real-time insights show how prospects engage with the material, allowing targeted follow-ups.
Signed documents are stored within the platform and routed back to your CRM or billing system via integrations. Most teams can build and send their first proposal within minutes—Proposify reports that documents are created in 17 minutes or less on average.
The process becomes more powerful as teams evolve. Templates get refined, content libraries grow, automation increases, and analytics inform continual improvements in messaging and structure. As a result, teams not only send documents faster—they close better, too.

Proposify is a game changer for us. It gives my company the ability to portray the complexity of our value proposition to our clients in a beautiful and impressive way, using a multi-page proposal that is flexible with so many features. Since launching our customized proposal template our close rate seems to have doubled. Definitely pay for the design service, well worth the money.”
Jennings Staley, Chief Executive Officer at We Treat
Proposify publishes noteworthy performance statistics that demonstrate platform effectiveness:

Proposify customers enjoy a close rate twice the industry average.
A typical proposal is built in 17 minutes or less.
43% of proposals sent through Proposify are won within 24 hours of opening.

These data points are sourced directly from Proposify’s marketing materials and their 2025 State of Proposals report. It’s a compelling example of how improved presentation and process can translate directly into revenue gains.
Proposify helps teams eliminate errors, accelerate signatures, standardize content, and improve visibility across the entire proposal lifecycle. If your sales cycle feels slow, inconsistent, or difficult to track, this is the kind of platform that creates immediate, measurable performance improvements.
Book a Proposify Demo