What is Proposify?
Proposify is an advanced electronic signature software that over 15,000 customers use to close new deals. It includes advanced features like a document editor and a template library that its customers use to streamline their proposal processes and impress prospective clients. Additionally, companies can customize their proposal workflows through Proposify’s integration with Zapier, which can integrate with over 2,000 other applications.
Table of Contents
- What is Proposify?
- Proposify Review Summary
- Proposify Pricing & Cost
- Proposify Features
- Proposify vs. Competitors
- Is Proposify Right for You?
Proposify Review Summary
Proposify was founded in 2012 by Kyle Racki and Kevin Springer. Proposify’s mission is to give users an e-signature and proposal creation tool that is flexible and easy-to-use. Today, Proposify has over 90 employees and is based in Halifax, Nova Scotia.
Proposify is an electronic signature tool designed to help streamline the proposal process for sales, marketing and operations teams. It includes the same core set of features found in most electronic signature software – legally binding signatures, a document editor, a content library, multiparty signing, templates, audit reports and notifications. In addition, it offers features such as proposal templates, interactive quoting, and integrated payments that are specific to propsal software.
In terms of price, Proposify is slightly more affordable than its top competitors, PandaDoc and DocuSign. For example, its Grande plan costs $49 per month compared to $59 per month for PandaDoc's Business plan.
Overall, Proposify is a solid proposal software solution that we recommend for sales organizations. It should be considered alongside PandaDoc and DocuSign. If you prefer a more straightforward e-signature tool with a simple interface, then we suggest looking into more basic software like Docsketch.
Proposify Pricing & Cost
Proposify’s pricing ranges from $19 to $49 per user per month. More expensive plans include advanced features not found in cheaper plans.
- Tall Plan: $19 per user per month
- Grande Plan: $49 per user per month
- Venti Plan (Enterprise): Contact for custom price
Below, we will discuss the key features of Proposify. We will also include screenshots of the product to give you an idea of its design and architecture.
Templates & Editing
Two key parts of electronic signature software are templates and editing. With Proposify, you can use pre-built templates or create your own. The platform includes many features to streamline document editing. This includes:
- A document editor
- A content library
- Custom branding
- Support for multiple languages
Templates are one of Proposify’s most important features. Templates are especially helpful in automating document flow because they keep your content consistent and save you time. Proposify offers a wide range of templates that you can edit directly.
You can also create new templates in Proposify. The best way to do this is to create a new template in the system from scratch. One key limitation of Proposify is that you cannot upload your own pre-existing documents to save as templates. The only way to include your own pre-existing content in Proposify is to upload it as a PDF and add it as a section in a proposal template.
All of Proposify’s plans include a document editor. You can use this editor to edit any documents that you have created in Proposify, but not any pre-existing documents that you've uploaded to Proposify. Being able to directly edit your documents is useful because you can update them without having to upload a new version into Proposify every time.
Proposify’s document editor allows you to add the following fields to documents:
- Shapes & Lines
- Fee or Content Table
- Input Form
Proposify's document editor can also save you time through the use of variables. Variables are dynamically-filled fields that are used multiple times throughout a document. Once the variable value is entered, all corresponding fields will autofill with the same information. This feature is useful for information that shows up multiple times and needs to be consistent throughout your document, like the name of a company, custom branding, or legal copy.
Proposify’s document editor includes some other nice-to-have extras like:
- Sections, which are similar to a table of contents
- The ability to change the currency in a proposal
- Creating text, images and shapes that will repeat on every page
- Grid, which helps place fields and elements evenly on a page
Proposify offers a content library, where you can store content sections, snippets, fees and images. This is useful if you have information that will be used consistently across multiple documents, like legal policies or your company logo.
Snippets are one example of the content that can be stored in your content library. Snippets are smaller pieces of content that you use frequently – think of an introduction paragraph or employee biography. In order to add a snippet to a document, you simply add a text box to the right section of your document.
Proposify’s Grande and Venti plan unlock custom branding features, which can elevate your brand and impress clients. Custom branding features include:
|Email Templates||You can adjust the subject line and body text for proposal, reminder and thank you emails. You can also customize the design by choosing the colors for email background, links, and buttons, including a logo and adjusting the typography.|
|Client Preview||Proposify offers a “Client Preview” page, which allows you to see how your proposal will look through your client’s eyes. You can customize how your proposal will look and choose how your client can interact with a document, like enabling a chat widget and comments. This is useful for assuring any changes you have made to your document appear the way they should.|
|Custom Fields||You can create custom fields or variables Proposify does not already offer, which can be used to populate information multiple times throughout your document. You can create custom client company fields, client contact fields, proposal fields and user fields. This feature saves you time and ensures accuracy throughout your document.|
|Custom Domain||This feature allows you to customize a domain for your proposals. With this, you can choose to remove “Proposify” branding from the domain.|
|Fonts||Proposify includes a library of 799 fonts from Google Fonts. You can choose to turn on only the fonts you plan to use in your documents.|
Proposify offers 15 different languages which can be used to translate its platform and elements. In addition, you can manually input text into a document in any language. Supported languages include:
After you’ve created your documents, you’ll need to manage your document workflow to send, sign, and store your documents.
Sending Your Documents
When you are ready to send a document, you can specify a sender, add the recipients, choose an email template if you've made one, edit the subject line, and finalize the email message. As you can see below, Proposify offers a screen that visually previews your proposal email on desktop and mobile. You can also choose to send yourself a test email to see how the email renders.
At this point, you can also create a reminder email and an automated thank you email. The thank you email will be sent once your client has accepted your proposal.
Real-time Notifications & Reminders
After each document is sent, Proposify will send you notifications about its progress and status. These notifications are sent through email and on mobile. We recommend using the mobile app for notifications – while testing the platform we did not receive some notifications through email. Additionally, on mobile you can set which notifications you want to view. These include:
- Sent proposals
- Viewed proposals
- Signed proposals
- Downloaded PDFs
- Comments and Replies
- Created Proposals
- Won or Lost Proposals
Document signing is one of the most important steps in a document workflow. Cmopared to competitors, Proposify’s document signing process is less robust and less efficient when it comes to different methods of signing. For example, it does not support mass signatures or in person signing.
When you open a document, you have to click the “Sign & Accept” button at the bottom right corner in order to begin. After clicking, Proposify will guide you to the fields that need completing and offers a “Next” button to help navigate. This is particularly useful if you have a large document that needs to be navigated and signed by multiple people.
Some additional features include:
- The ability to change your signature
- The ability to download a PDF version of your document
- The ability to click on sections to navigate through a document, rather than just by scrolling
Once your documents have been executed, it’s important to store them in an easy to search database. Proposify stores all executed documents in its application and offers helpful organizational features missing from its competitors.
As seen above, Proposify allows you to:
- Search for a proposal
- Organize proposals by user or workspace
- View archived proposals
- View starred proposals
One useful feature that Proposify offers is streams, which function very similarly to folders. Streams allow you to organize your proposals based on your company’s needs. This is beneficial for separating documents by clients, by type, or by industry.
Integrations & API
Proposify has built software integrations and an API to help its customers further streamline their document workflows. These allow you to integrate Proposify’s functionality with your existing software applications.
Proposify integrates with dozens of the most popular software tools, which include:
- Zoho CRM
Legal & Security
Electronic signature software must come with specific legal and security features. We’ve listed those features below, and indicated the features offered by Proposify.
|Feature||Offered by Proposify|
|Secure Document Storage||Yes (SOC 2)|
|Two Factor Authentication||No|
|International Law Compliant||Yes (GDPR, EU Privacy and Electronic Communications Directive)|
Audit reports verify and track the important activity and changes for each document. Proposify does provide the option to attach an audit report to a document.
However, its important to note that audit reports can only be used with templates, not documents. This means that if you want to upload your own document and attach an audit trail, you would have to make it a template first.
Proposals & Sales
Proposify was built to help companies streamline their proposal and sales processes. To support sales teams, Proposify has built a number of features, including an extensive library of proposal templates, and the ability to process payments within a document through Stripe.
Proposify offers proposal templates for many industries. These include:
- Real Estate
- Professional Services
With Proposify, you can use Stripe to process payments inside of your legal documents. Once a client signs and accepts a proposal, Proposify will ask them to make payment. A client can then insert his or her credit card information and pay right away. This feature is useful because it makes the payment process easier and more efficient.
Proposify has built to support the sales process such as the ability to chat with clients within a proposal. This is in addition to other features, such as the content library, approval workflow, and user metrics, that are covered elsewhere in our review.
Mobile Application & Web
Proposify’s mobile application is formatted similarly to its web application. It helps customers manage their pipelines & clients, and monitor recent activity.
However, Proposify’s mobile application does come with some limitations, which include:
- You cannot use Proposify’s mobile app to sign documents
- You cannot view a document or template before sending it
- If you want to send a document, you cannot send it through the mobile app
Mobile Web Application
You can also access Proposify using your mobile web browser. Mobile web is the only way to execute a document on your phone. In the mobile web browser, Proposify allows you to make comments on a document, navigate section-to-section, and download it as a PDF. Proposify's mobile web interface also includes a “Sign and Accept” button at the bottom right, which helps guide where the signatures are located in a document. However, the button is very small, making it difficult to see and click.
Signing a document using a mobile browser is also difficult because the elements on the screen are small. For example, if you want to draw a signature, the field to draw it in is thin, as shown below. This makes signing documents on mobile time-consuming and inefficient.
Proposify offers additional features beyond those outlined above – user metrics and workspaces.
Proposify offers an advanced feature called “Metrics”, which provides insight into how your proposals are doing with your clients. This tool helps Proposify customers learn about the performance of their proposals and improve them over time.
Proposify offers “view” metrics, which tell you how much time clients spend looking at your proposals. You can filter these data points by date, stream, workspace, or client. Specific data points that are available include:
- Average time to view by days
- Average length of viewing
- Average views per proposal
- View time by section
- Amount of hits or views per section
Proposify “Workspaces” are considered “sub accounts” within one Proposify account. These are useful if you're a company with multiple divisions or sales teams and need to keep documents organized separately from one another.
You can add users to specific workspaces and edit a workspace’s details, which include:
- Workspace Name
- Upload a logo
- Insert company name
- Insert custom domain
- Customize email design
- Set custom currency
- Customize a client preview
- Allow other workspaces to see this workspace’s content
Proposify vs. Competitors
The top Proposify competitors are below. Of these, PandaDoc has a similar focus on enabling sales teams. The best option for you will depend on the features you need for your document workflow and your budget.
Is Proposify Right For You?
Proposify is an advanced electronic signature software that includes advanced features like a document editor and a template library that its customers use to streamline their proposal processes and impress prospective clients. Compared to its competitors like DocuSign and PandaDoc, Proposify is cheaper, but not by that much. It is also less efficient in terms of document signing.
Overall, Proposify is a solid proposal software solution that we recommend specifically for sales organizations. It should be considered alongside PandaDoc and DocuSign. If you prefer a more straightforward e-signature tool with a simple interface, then we suggest looking into more basic software like Docsketch.
To learn more about Proposify, try it for free today.