Proposify

Proposify is a tool designed to make creating, sending, and tracking business proposals easier and more efficient. Whether you’re a freelancer, small business owner, or part of a larger team, Proposify can help streamline the often cumbersome process of creating professional-looking proposals.

With Proposify, you can choose from a variety of customizable templates that suit your business needs. This means you don’t have to start from scratch each time you need to draft a new proposal. Just pick a template, fill it in with your relevant information, and you’re good to go. The user-friendly interface lets you drag and drop elements, add images, and tweak the layout to match your brand’s style without needing a background in design.

One of the standout features is the ability to track when your proposal has been opened, which pages were viewed, and how much time was spent on each section. This can give you valuable insights into what your clients are most interested in and can inform your follow-up strategy. You can also set up notifications to alert you when a client views your proposal, so you can reach out at the right time.

Proposify also allows for electronic signatures, which means clients can sign off on your proposal directly from their email, speeding up the approval process. Integration with other software like CRM systems and accounting tools helps keep all your important documents and client information in one place.

For teams, there are collaboration features that enable multiple users to work on a proposal simultaneously, ensuring everyone’s input is included and up-to-date. Admin features also allow team leaders to oversee the proposal creation process and offer feedback in real-time.

Proposify aims to take the hassle out of proposal writing and management, giving you more time to focus on winning clients and growing your business.