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Average Ratings 1 Rating
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
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
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
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
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