Proposify

Provides proposal management software that helps teams create, send, track and sign branded proposals, quotes and contracts to shorten sales cycles and improve close rates. Serves sales, marketing and operations teams in B2B companies ranging from small teams to enterprises, including service industries such as consulting and construction. Delivered as a SaaS platform with templates, automation and CRM integrations, available via self-serve plans and enterprise packages with onboarding support.

Key features

• Drag-and-drop proposal editor
• Branded proposal templates
• AI writing assistance
• Document workflow automation
• Team collaboration tools
• E-signatures and contracts
• Interactive quoting and pricing catalog
• Document tracking and engagement insights
• CRM and business tool integrations
• API for custom integrations
• Approval workflows and user permissions
• SSO via Okta, Azure, Salesforce
• Content library and custom variables
• Metrics and forecasting