Information Density: Proposify – Signal Evidence & AI Readability

[H1] Professional, branded proposals from conversation to close.
Proposify gives your team the control and visibility to quickly create, track, and sign winning proposals while increasing your team's close rate.

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in 3 minutes

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[H2] 2x close rate
Proposify customers enjoy a close rate 2x the industry average.

[H2] 17 minutes
On average Proposify proposals are created in 17 minutes or less.

[H2] 24 hr
43% of proposals sent through Proposify are won within 24 hours of opening.

[H2]
Accelerate your pipeline with proposal software designed for busy teams who want to win.

[H2] On-brand, professional documents that leave your competition in the dust.
Not a designer? No problem. Customize design-friendly, drag-and-drop templates to create beautifully branded quotes, proposals, and agreements.
They'll elevate your brand, reinforce your professionalism, and help your company stand out (way out) from the competition.

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[H2] Unclog the bottlenecks that are slowing your sales cycle.
Stop getting in your own way. Minimize the approvals process without losing control of what your reps are sending out the door with standardized, pre-approved content.
Champion your sellers by making it easy for them to create and send on-brand, error-free documents in minutes.
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[H2] Eliminate inefficient workflows.
You're losing time and deals if your reps are constantly bogged down in old Word Docs, PDF libraries, and multi-thread emails.
Set up a centralized content library and reusable templates so reps can find what they need when they need it and send winning proposals quickly—ahead of the competition.

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[H2] Stop losing big deals because of small errors.
Something as simple as a wrong name, address, or, worst of all, incorrect pricing can impact your close rates.
Proposify pulls data directly from your CRM to eliminate embarrassing typos caused by human error and rogue sellers. Plus, you can lock down important proposal elements so reps can’t edit them.

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[H2] Speed up the signature process 3x faster.
Print/sign/scan is for delays and dinosaurs, not modern deals. Esignatures let your prospects sign any time from any device so you can get the deal done and get on with business.

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[H2] Track prospect engagement and get ahead of deal killing objections.
Gain total visibility into how prospects are interacting with your sales docs. Get notifications when they open the proposal and detailed analytics on the time spent on each section. With this knowledge at your fingertips, you can tailor follow-up strategies and seize opportunities for quicker closes.
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[H2] Proposify fits right in with your existing tech stack.
Our proposal software integrates effortlessly with most major sales, invoicing, and CRM platforms to ensure it stays the single source of truth. See our integration library to learn more.
See our full list of integrations

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Fantastic Business Partner with RockStar Service

"We had a dedicated Proposify Rep who took the time to dig into the details of how our business functions, plus the needs of our emploiyees using the platform.  Then they offered training classes to roll things out to the entire team, videos specific to our templates, etc.  Absolutely above and beyond service."

[IMG: Katy M. Senior Account Manager]

Katy M.

Senior Account Manager

OBSESSED!

"I love the simplicity Proposify offers.  Not only is it easy to modify my proposals, it's a clean look for my customers and makes our SOW very definable.  I love the ability to look at metrics as well as to who is viewing my proposal and when."

[IMG: Aubrey E, Vice President of Sales]

Aubrey E.

Vice President of Sales

Wonderful Software

"It's very user friendly and extremely easy for the client to follow.  I love how customizable it is an how impressive it looks when I send my proposals to clients."

[IMG: Teresa K., Sales manager]

Teresa K.

Sales manager

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"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.

[IMG: Jennings Staley, Chief Executive Officer at We Treat]

Jennings Staley

Chief Executive Officer at We Treat

[H2] Our software is awesome but our people are awesomer.
Yes, that's a word, and yes, our Customer Success team is really all THAT. We get literal love letters about how the team didn’t just save the day, they saved the DEAL. Real people ready to answer your questions, optimize your sales workflow, offer a video walkthrough, or guidance on customizing your template. They answer to a high calling and it’s all about helping you get the most out of Proposify. Awesome, right?

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Streamlined!

“The ease of use and the ability to track proposals in process. We are able to quickly generate proposals that are easy for our clients to review and sign. The tracking aspects help us forecast wins. Saving time on proposal generation has kept our salespeople out of the office and in front of prospects more”

[IMG: Francis L., Service Sales Manager]

Francis L.

Service Sales Manager

Simple to create professional and 
e-signable proposals

“With the library of content and the simple drag-and-drop nature of Proposify, I can quickly create a wide variety of documents and proposals that look extremely professional. It is simple to add a signature or initial field. I can knock out proposals in a minute that used to take 15 minutes.”

[IMG: Jake M., Vice President of Sales]

Jake M.

Vice President of Sales

Radically streamlined proposals for my company

“Proposify has radically streamlined proposals for my company and we get proposals to our clients 10x faster. In addition, they look much more professional and have many tools to help make the proposals look great.”

[IMG: Michael Evan B., Austin Branch Manager]

Michael Evan B.

Austin Branch Manager

[H2] Don't waste another deal-breaking moment.Turn chaos into close.
Start free trial

Book a demo

Leaving money on the table with proposals? Get our data-backed hacks to smarter selling: 2026 State of Proposals.

Learn more

[H2] Professional Services
[H1] Let our team handle the heavy lifting.
Roll out Proposify with a custom template tailored to your brand, allowing us to fully implement it based on your desired workflow and train your team.
Get in Touch

[H2] Template Design
Our team will work with you to design a new template or re-create an existing one within Proposify, using your unique brand and our best practices.
Read More

[H2] Software Training
In-depth team training sessions with an Account Optimization Specialist to get a thorough understanding of how to use Proposify, specific to your workflow.
Read More

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[H2] Why not use a gallery template?
We’ll be the first to admit, we love our template gallery and encourage you to explore it!This is a great place to start if you have the time and resources to customize your own proposal. Since that’s not always the case, we want to offer you an alternate solution.
Explore Gallery

[H3] Professional Service
[H2] Template Design
We can build you a fully custom 10-page template or convert your existing proposal to be functional within Proposify. For either service we will design with your unique brand in mind using our expertise and best practices to enhance your workflow, all while saving you time and setting you up for success.

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[H3] First Draft of Template
Your designer will complete your first draft within 10 business days.

[H3] 2 Rounds of Revisions
Once you review the first draft, you may book a meeting with your designer to review the template together. From there, you will complete up to 2 rounds of revisions.

[H3] Proposal template complete!
Your brand new template is now ready to use within your Proposify account.

[H3] Team Software Training*
Now that you have a newly designed proposal, we highly recommend Proposify Software Training. This will ensure you get the most out of your account and help you maintain your new template.
*This is an additional service, recommended following the Template Design process.

[H3] Professional Service
[H2] Software Training
This is the perfect way to get familiar with using Proposify and your new proposal.
The first 1-hour session will include an introduction to your Account Optimization Specialist (AOS) and full end-user workflow training from creation to close.
The second 1-hour session includes a more in-depth look into what Proposify has to offer, and the option to focus on Admin settings and privileges.
90 days after your end-user training you'll meet with your AOS for 30-minutes to review how your team is performing with Proposify and identify any areas of opportunity.

"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.

[IMG: Jennings Staley, Chief Executive Officer at We Treat]

Jennings Staley

Chief Executive Officer at We Treat

"They were very available to help - super friendly and gave us design elements that we couldn't have come up with on our own. We had a great experience."

[IMG: Sarah Meyers, Digital Marketing Manager at BluSky]

Sarah Meyers

Digital Marketing Manager at BluSky

"They were quick and efficient and operated behind the scenes. They followed our style guide and executed perfectly to match our new brand theme."

[IMG: Rebecca Lamanna, Business Development Manager at Parachute Technology]

Rebecca Lamanna

Business Development Manager at Parachute Technology

[H2] Ready to impress?
To discuss getting a new Template Design and/or a Software Training package, please submit a request and we’ll be in touch shortly to get the process started. We look forward to working with you!
Get in Touch

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Books and Guides

State of Proposals

Read the Report

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Video

10 Game Changing Proposal Automation Tips

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[IMG: Stop Leaving Money on the Table! How to Upsell & Cross-Sell Without Being Pushy]

Video

Stop Leaving Money on the Table! How to Upsell & Cross-Sell Without Being Pushy

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[IMG: Stop Losing Deals After You Hit ‘Send’ — 5 Data-Backed Tips That Win]

Video

Stop Losing Deals After You Hit ‘Send’ — 5 Data-Backed Tips That Win

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Video

What Makes a Sales Call Actually Work? | Real Call Breakdown with Proposify

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[IMG: 67% of Sales Deals Fail - Discovery Mistakes Killing Your Close Rates]

Video

67% of Sales Deals Fail - Discovery Mistakes Killing Your Close Rates

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Video

Cold Call Magic: How One Opener Stopped a Prospect in Their Tracks

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Webinars

Coming Attractions Webinar

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Product Tours

Create Documents in Minutes

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Create Winning SEO Proposals that Close Deals Faster

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Elevate Your Proposal Design While Keeping It Rep-Friendly

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Product Tours

Get Complete Visibility

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Webinars

Getting Started Webinar V2

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Webinars

Getting Started Webinar V3

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Product Tours

HubSpot Integration

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Product Tours

Impress your Buyers

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Video

Objection Handling Do's and Big Don'ts With Morgan J Ingram

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Webinars

On-Demand Group Demo

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Books and Guides

Proposal Software Buyers’ Guide

Download

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Product Tours

Salesforce Integration

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[IMG: State of Proposals]

Books and Guides

State of Proposals

Read the Report

[IMG: The Best Cold Email I Ever Received (And How to Steal His Approach)]

Video

The Best Cold Email I Ever Received (And How to Steal His Approach)

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[IMG: The Hidden Timeline That Kills (or Closes) Your Deals | Proposal Analytics Breakdown]

Video

The Hidden Timeline That Kills (or Closes) Your Deals | Proposal Analytics Breakdown

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[IMG: The Pizza Framework: Build Winning Proposals in 17 minutes or less]

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The Pizza Framework: Build Winning Proposals in 17 minutes or less

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[IMG: Tips for Writing Better Business Proposals: Language, Tone, and Style]

Video

Tips for Writing Better Business Proposals: Language, Tone, and Style

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[IMG: Tired of Competing on Price? Use Value-Based Pricing to Boost Your Bottom Line]

Video

Tired of Competing on Price? Use Value-Based Pricing to Boost Your Bottom Line

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We Redesigned This 33-Page Proposal—Here’s How It Became a Deal Closer

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[IMG: Why Your Proposals Are Costing You Deals (and How to Fix It)]

Webinars

Why Your Proposals Are Costing You Deals (and How to Fix It)

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Video

Winning Proposal Design and Layout Tips

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[IMG: Winning Proposals That Convert: CEO Reveals Design, Pricing & Social Proof Strategies That Work]

Video

Winning Proposals That Convert: CEO Reveals Design, Pricing & Social Proof Strategies That Work

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Video

You're Worth WAY More: B2B Pricing Strategies Your Competitors Don't Know| Proposify CEO

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Your Proposals Are Losing You Money (Watch How We Re-Designed This One)

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Your Sales Proposals Are Ugly (Here's How to Fix Them)

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[H2] Don't waste another deal-breaking moment.Turn chaos into close.
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[H1] Create, impress, close with the Proposify document platform.
Everything you need to create, send, track, and close deals in one powerful platform. From proposals to contracts to quotes, streamline your entire sales document process and win more business.

[H2] 24 hr
43% of proposals sent through Proposify are won within 24 hours of opening.

[H2] +200
The close rate for proposals sent through Proposify is 2x higher than the industry average.

[H2] 3x
Proposify's e-signatures can increase close rates by 3x and help deals close 30% faster.

[H2] Product Suite Overview

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[H4] Proposal Software
Create stunning, professional proposals that stand out from Word docs and PDFs. Built specifically for sales teams who want to impress clients and close deals faster. Learn more

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[H4] Document Tracking
Never wonder where your deals stand again. Get complete visibility into how prospects engage with your documents and follow up at the perfect moment. Learn more

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[H4] Quoting Software
Build flexible, professional quotes that let buyers customize their own experience. Turn static pricing into interactive sales tools. Learn more

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[H4] Contract Management
Streamline your contract process from creation to signature. Ensure compliance while accelerating deal closure. Learn more

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[H4] E-Signature Solution
Get legally binding signatures instantly. Mobile-friendly signing that works on any device, anywhere. Learn more

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[H4] Document Automation
Connect your sales documents to your entire tech stack. Eliminate manual work and human error with intelligent automation. Learn more

"Our sales director has always asked how many proposals we have sent out every quarter. That was impossible to answer since every account rep did their own thing. But now we can provide that information. And the account reps who use Proposify enjoy seeing if and when their proposal is opened and what sections their client focused on."

[IMG: Sara Joyner]

Sara Joyner

Sales Operations Support

"The ease of use is great as we had quite a few team members with different levels of skill with technology hit the ground running with the software right out of the gate. The other thing I love the most is that with 4 different team members using this daily, all of our proposals look like they came from the same company!"

[IMG: Alec Williams]

Alec Williams

Head of Client Services, DBL

"A fantastic way to keep all your company client communication on brand! As the UX designer at my company, I really like when all of the materials we are using to communicate with clients follow our brand guidelines. With Proposify, I was able to create documents that matched our look and feel while also having all of the needed functionality for our sales team."

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Maggie Zukowski

User Experience Designer, BizzyWeb

"Very easy to use and looks very professional. It's an easy way to get proposals out to customers and you can keep track of what was sent out and how long ago it was sent. Also it calculates your close percentage rate."

[IMG: Devan M., Franchise Owner]

Devan Makadia

Franchise Owner, ServiceMaster Clean

[H2] Ready to close more faster?
Start free trial

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[H2] Works with your existing sales stack.
Connect Proposify to your CRM, invoicing, payment, and project management tools.
See all integrations

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[H3] For Sales Teams
Transform how you sell with professional documents that impress clients and data that drives better follow-ups. Learn more

[H3] For Operations
Gain complete visibility and control over your sales document process with centralized templates, approval workflows, and analytics. Learn more

[H3] For Marketing
Ensure brand consistency across all client-facing documents while empowering sales teams with approved, on-brand templates. Learn more

“We’ve had a 90% return rate on contract signatures. There’s rarely a client now who says they’ll sign and begin work with us who doesn’t follow through.”

[IMG: Daniela Colter, Office Manager at Sandler Training]

Daniela Colter

Office Manager at Sandler Training