Proposify
PaidProfessional proposal software with approval workflows and analytics
📝Proposals & ContractsAbout Proposify
Proposify is a dedicated proposal tool with a strong template editor, approval workflows, and detailed analytics. Its Workspace feature allows agencies to manage proposals across multiple client accounts. Proposify's team approval workflow — where proposals must be approved by a manager before sending — reduces errors and ensures brand consistency. The analytics dashboard tracks conversion rates by template, rep, and time period. Pricing starts at $19/user/month (Basic, billed annually).
What's Great
- ✓Manager approval workflows prevent non-compliant proposals from reaching clients
- ✓Strong template editor with section locking for brand consistency
- ✓Detailed conversion analytics by rep, template, and time period
Watch Out For
- !More expensive than PandaDoc for equivalent features
- !Editor has a steeper learning curve for complex layouts
Common Use Cases
A digital agency requires all proposals to go through a manager approval stage before sending, using Proposify's built-in workflow
Best For
Pricing Model
Paid
From $19/user/mo. Paid subscription required. Check the website for current pricing and free trials.
Category
Proposals & Contracts
Create, send, and e-sign professional proposals and contracts that close deals faster.
Tags
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