AppInsight logoAppInsight logo
Log in to AppInsight
Your account
Register for free
Home | Categories | 
Configure, price, quote (CPQ)
 | 
Proposify

Proposify

Say goodbye to proposal chaos forever.
Actions for software buyers:
Shortlist
Add to your shortlist
Shortlist
Log in to add Proposify to your shortlist
Compare
Compare products
Compare
Log in to compare Proposify with other products
Visit website
Visit Proposify's website
Visit website
Visit Proposify's website
Actions for sellers:
Improve your listing 🛈
Is this your product? Then upgrade to include more features and improve your listing visibility

From the vendor's website

Proposify proposal software helps growing teams remove document bottlenecks, and get visibility into the most important stage of your sales cycle: the close.

Our review of Proposify

Product highlights

Screenshots of Proposify

We don't seem to have any screenshots to show you for this product. Please contact the vendor and ask them to upload some.

Email Proposify
Visit Proposify's features page

Capabilities and features of Proposify

Our software experts have identified these features of the system:

Advertised feature

Manage contacts

Advertised feature
Contact database 🛈
Database of contacts
Advertised feature

Manage relationships

Advertised feature
Email integration 🛈
Automated syncing emails to contacts
Advertised feature

Configure customers' orders

Advertised feature
Self-service configurator 
Advertised feature
Database of products 
Advertised feature
Database of services 🛈
List of services that the company offers
Advertised feature
Ad-hoc services 
Advertised feature
Configuration wizard  
Advertised feature
Display real-time price changes 
Advertised feature
Multiple versions per customer order 
Advertised feature

Estimate service pricing

Not a design feature, but can be achieved with a workaround
Estimate effort in days 
This feature is not present
Estimate elapsed time 🛈
Estimate time taken to deliver separate from effort
Not a design feature, but can be achieved with a workaround
Estimate expenses 🛈
Estimate external costs as well as the cost of time
Not a design feature, but can be achieved with a workaround
Rate cards 🛈
Apply customer price lists
Advertised feature
Multi-dimensional pricing calculations 🛈
Calculate prices based on more than just quantity
Advertised feature
Custom discounts 
Advertised feature

Quote customers

Advertised feature
Record of customer interactions 🛈
See how potential customers have interacted with your quote online
Advertised feature
Online acceptance 🛈
Customer agrees to quote online (Approval)
Advertised feature
Branded quotes 
Advertised feature
Custom quotes 
Advertised feature
Custom proposals 
This feature is not present
Online customer access 🛈
Let your customers see thier quotes online
Advertised feature
Interactive pricing 
Advertised feature
Multiple versions 
Advertised feature
Multi-currency quotes 🛈
Create quotes in multiple currencies
Advertised feature

Manage contract lifecycle

Advertised feature

Maintain company knowledge

Advertised feature
Approve changes 🛈
Approve changes to articles
Advertised feature

Manage workflows

Advertised feature
Form-triggered workflows 🛈
Start a new workflow when a form is filled in
Advertised feature
Conditional rules 
Advertised feature

Store documents

Advertised feature

Validate data

Advertised feature
Audit logs 
Advertised feature

Store custom data

Advertised feature
Formula field 
Advertised feature

Secure company data

Advertised feature
Role-based permissions 
Advertised feature
Table-level access permissions 🛈
Access permission at database table level
Advertised feature

Build a user interface

Advertised feature
Wizard-based configuration 
Advertised feature
Mobile-friendly pages 🛈
Responsive pages useable on a mobile device
Advertised feature

Visualise data

Advertised feature
Dashboard(s) 
Advertised feature

Generate reports

Advertised feature
Export reports to CSV 
Advertised feature

Generate documents

Advertised feature
Custom Word templates 
Advertised feature
Conditional content 
Advertised feature

Integrate with other tools

Advertised feature
Built-in integration(s) with other apps 🛈
Connect to other apps
Advertised feature

Collaborate with users

Advertised feature
Comments 
Advertised feature
Chat feed 🛈
Realtime chat feed
Advertised feature
@Mentions 
Advertised feature
Co-authoring 🛈
Collaborate on documents in realtime
Advertised feature

Notify users

Advertised feature
Push notifications 
Visit Proposify's integrations page

Proposify integrations

Accounting

Advertised feature
FreshBooks 🛈
Integrates with FreshBooks
Advertised feature
QuickBooks 🛈
Integrates with QuickBooks online
Advertised feature
Xero 🛈
Integrates with Xero

Integration platform

Advertised feature
Zapier 🛈
Integrates with Zapier

Payment platform

Advertised feature
Stripe 🛈
Integrates with Stripe
Visit Proposify's pricing page

Proposify pricing overview

Prices start at $49 per user per month. Prices last checked on 30th November 2022. Please check the vendor's website for the latest pricing.

Team plan

Unlimited documents, custom fields, standard integrations

$49 per user per month

Business plan

Roles, permissions, and approval workflow

Starts at $590 per month

All registered trade marks, company names and brand names used on this website are the property of their respective owners. Information on product features and pricing are taken directly from the vendor's website and marketing materials. Features and prices may change. Please contact us to report any corrections.

We've done our best to make sure this listing is accurate, but we are not liable for any damages arising in contract, tort or otherwise from the use of this site or any material contained in it, or from any action or decision taken as a result of using the site.