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Description

Propal is an innovative platform that leverages AI to facilitate the creation of high-quality agency proposals designed to secure client agreements. It empowers users to craft visually appealing, easily trackable proposals that enhance perceived value, expedite the closing process, and present offers in a more polished manner than standard PDFs. This platform streamlines the proposal workflow into a single, efficient process that includes building, sending, tracking, approving, and collecting payments. Users don’t need any design expertise; they can quickly personalize modern, conversion-optimized templates, develop proposals based on successful formats, and ensure that every submission conveys a top-tier brand image. Additionally, Propal provides insights into how potential clients engage with proposals, offering data on who accessed the document, the time and location of access, and which sections captured the most attention, enabling teams to recognize buying signals, follow up effectively, and address any concerns proactively. Ultimately, Propal transforms the way agencies approach proposal creation and client interactions, ensuring a more professional and effective sales process.

Description

Proposify is an online proposal software that allows you to control and monitor the most important stage in your sales process. The close. You can be confident and flexible in all aspects of deal design and sign-off. Make sales documents that are consistent and error-free. Get the insights you need to scale your process, make timely contacts, and forecast accurately. Your customers and prospects will enjoy a seamless sign-off experience The features include an easy-to-use design editor, electronic signatures and CRM integrations. Data-driven insights, interactive pricing and content management are just a few of the many options.

API Access

Has API Yes 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Stripe Yes 
APIANT No 
AccessOwl No 
Calendly Yes 
Claude Yes 
Formstack Documents No 
FreshBooks No 
HubSpot CRM No 
HubSpot Customer Platform No 
HubSpot Marketing Hub No 
Insightly No 
Keap No 
Pipedrive No 
QuickBooks Online No 
Raklet No 
Salesforce No 
Typeform Yes 
Wufoo No 
Zapier No 
Zoho Books No 

Integrations

Stripe Yes 
APIANT Yes 
AccessOwl Yes 
Calendly No 
Claude No 
Formstack Documents Yes 
FreshBooks Yes 
HubSpot CRM Yes 
HubSpot Customer Platform Yes 
HubSpot Marketing Hub Yes 
Insightly Yes 
Keap Yes 
Pipedrive Yes 
QuickBooks Online Yes 
Raklet Yes 
Salesforce Yes 
Typeform No 
Wufoo Yes 
Zapier Yes 
Zoho Books Yes 

Pricing Details

$29.99 per month
Free Trial Yes 
Free Version No 

Pricing Details

$35/month
- 5 Active Documents
Team Plan $49.00/month
Great for growing sales teams. Billed quarterly or annually.
- Unlimited Documents
- Standard Integrations
- Custom Fields & Variables
- Client Input Forms
- PDF Downloads
- White Labelling
- Chat Support

Business Plan $590.00/month
Perfect for teams of 10 or more. Billed annually. - 10+ Users
- Salesforce Integration
- Approval Workflow
- User Roles & Permissions
- Unassigned Signatures
- Premium Support
- Onboarding Services
Free Trial Yes 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours No 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) Yes 
In Person No 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) Yes 
In Person No 

Vendor Details

Company Name

Propal

Country

United States

Website

www.propal.io

Vendor Details

Company Name

Proposify

Founded

2012

Country

Canada

Website

www.proposify.com

Product Features

Product Features

Proposal Management

Automatic Formatting Yes 
Calendar Management No 
Collaboration Yes 
Contact Management Yes 
Content Repository Yes 
Document Management Yes 
Electronic Signature Yes 
Knowledge Library Yes 
Pipeline Management Yes 
RFP Management No 
Requirements Management No 
Revision Management Yes 
Task Management No 
Templates Yes 
Version Control Yes 

RFP

Bid Management No 
Collaboration No 
Content Management No 
Data Import / Export No 
Due Date Tracking No 
Knowledge Library No 
Progress Tracking No 
RFP Creation No 
RFP Responding No 
Requirements Management No 
Task Management No 
Templates No 
Vendor Management No 

Sales Content Management

Audio / Video Recording No 
Audio File Management No 
Branded Sales Content No 
Centralized Sales Content Repository No 
Collaboration Tools No 
Content Recommendations No 
Email Management No 
Engagement Analytics No 
Interaction Tracking No 
Personalization No 
Sales Partner Management No 
Sales Training / Onboarding No 
Video File Management No 

Alternatives

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