Proposify Review

Proposify is the online proposal software that gives you control and visibility at the most important stage of your sales process. From deal design to approval, get the confidence and flexibility to manage and close all your quotes, contracts and proposals. Create extraordinary sales documents that remain consistent and error-free. Get the information to scale your process, make timely commitments, and forecast accurately. Deliver a seamless approval experience for your customers or prospects. The software has revolutionized the proposal process so your reps can spend less time on manual tasks and more time doing what they do best: selling.

PROPOSIFY – TUTORIAL

Let’s take a look at the tutorial below regarding this CPQ software:

PROPOSIFY – FEATURES

• Find the full framework to build compelling proposals with a central library of pre-approved templates, images, fees, and content
• Organize product descriptions, case studies, sections, and graphics with folders and filters so everyone can find what they need when they need it
• Apply mass updates across templates to save the admin lift of manual edits
• Bring your offers to life with videos and images. Easily embed these visual powerhouses in your documents and leave a lasting impression
• From fancy to formal, build any document type from proposals and contracts to NDAs and SOWs
• Stop documents from going out with costly mistakes by defining user roles and applying the parameters that will keep reps most productive
• Set approval permissions so you can rest easy that deals won’t hit the client’s inbox without proper sign-off
• Create, keep track, and close your deals within your CRM
• Drive deal automation by connecting your proposals with your single source of truth
• Sync your contacts and use custom variables to pre-populate fields in your documents and never miss a detail
• Check out a proposal’s profile and dive deeper into the details so you get the full picture of how it’s performing
• Monitor reps’ progress from proposal kick-off to sign-off. From edits to internal approvals, you’ll have accountability at every stage
• Keep an audit trail for you and your clients’ reassurance. Get precise details of when a proposal was sent, viewed, signed, or commented on
• Get insights into how prospects are interacting with your proposals and find out what could be costing you the close
• Discover which sections are being viewed most often and which should be revisited for a bigger impact
• View reports to see what is working best or not working at all for specific teams, document types, and clients
• Find proposals in a few quick clicks with sort and filter options by date, rep, stage, and status
• Keep your deals in order and easy to navigate with our Streams feature. You can quickly group deals together based on team, document type, or even region
• Create customized dashboards so reps can keep their own deals top of mind
• Get live updates when your deal is getting some attention so you know when to make your next move
• Track views, completed payments, sign-offs, and more
• Set automatic reminders for follow-up and thanks so prospects continue to feel the love even after the deal is done.