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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.

Description

Respond to RFPs, RFIs, DDQs, and security questionnaires with speed and precision by leveraging collaborative efforts and advanced AI tools. This approach liberates your team to concentrate on critical tasks that drive deal success. Eliminate the frustration of hunting for information or relying on busy colleagues. Keep all necessary information for these responses neatly organized in a centralized library, ensuring that you have reliable and current data readily available. The platform supports multiple languages, enabling seamless collaboration with global teams. Organize your resources into specific collections to streamline your workflow and reduce the time spent sifting through numerous documents. Our intelligent AI search functionality allows you to quickly locate pertinent information by using subject matter or keywords, meaning you can instantly access what you need without waiting for input from co-workers or subject matter experts. By empowering your team to share their insights and utilizing the company’s collective knowledge, you can craft compelling responses that enhance your chances of success. Ultimately, this system not only saves time but also fosters a more efficient and effective response process.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

APIANT Yes 
AccessOwl Yes 
Basecamp Yes 
Formstack Documents Yes 
HubSpot CRM Yes 
HubSpot Customer Platform Yes 
HubSpot Marketing Hub Yes 
Insightly Yes 
Keap Yes 
Podio Yes 
Raklet Yes 
Retently Yes 
Salesforce Yes 
Stackreaction Yes 
Stripe Yes 
Wufoo Yes 
Xero Yes 
Zapier Yes 
Zoho Books Yes 
servis.ai Yes 

Integrations

APIANT No 
AccessOwl No 
Basecamp No 
Formstack Documents No 
HubSpot CRM No 
HubSpot Customer Platform No 
HubSpot Marketing Hub No 
Insightly No 
Keap No 
Podio No 
Raklet No 
Retently No 
Salesforce No 
Stackreaction No 
Stripe No 
Wufoo No 
Xero No 
Zapier No 
Zoho Books No 
servis.ai 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 

Pricing Details

No price information available.
Free Trial No 
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 Yes 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours No 
Live Rep (24/7) Yes 
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

Proposify

Founded

2012

Country

Canada

Website

www.proposify.com

Vendor Details

Company Name

TenderCrunch

Founded

2022

Country

France

Website

tendercrunch.com

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 

Product Features

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 

Alternatives

Alternatives