Proposify Features

As reported in 230 Proposify reviews. Custom branding can be applied through signature process

Grant access to select data, features, objects, etc. based on the users, user role, groups, etc. 210 reviewers of Proposify have provided feedback on this feature.

175 reviewers of Proposify have provided feedback on this feature.

As reported in 226 Proposify reviews.

This feature was mentioned in 175 Proposify reviews.

CRM integration is flexible and easy to maintain This feature was mentioned in 86 Proposify reviews.

As reported in 74 Proposify reviews. System provides API's that can be used to easily integrate to financial and other 3rd party systems

As reported in 62 Proposify reviews. System support multiple currencies and languages to enable business in multiple countries

As reported in 97 Proposify reviews. Provides ability for very large quotes, number of products, users, rules, required by enterprise level customers

ERP integration is flexible and easy to maintain

Allows signor to easily and intuitively sign documents 283 reviewers of Proposify have provided feedback on this feature.

As reported in 263 Proposify reviews. Reminds signors of documents that are waiting to be signed and document expiration dates

Process of authenticating is secure and seemless This feature was mentioned in 279 Proposify reviews.

Based on 227 Proposify reviews. User can easy send and sign documents on mobile devices

Sendor/Adminstrators can easily set up and track documents through multiple signature steps 247 reviewers of Proposify have provided feedback on this feature.

Provides standard reports and easy creation of custom reports to manage signature process This feature was mentioned in 242 Proposify reviews.

Easy to create signature blocks on all required electronic document types/formats This feature was mentioned in 263 Proposify reviews.

Meets required regulartory compliances 217 reviewers of Proposify have provided feedback on this feature.

Tracks all document signing history to comply with required regulations 236 reviewers of Proposify have provided feedback on this feature.

Provides features to allow scaling for large organizations 212 reviewers of Proposify have provided feedback on this feature.

As reported in 28 Proposify reviews. Allows users to search, filter, sort and select items to be added to quote

Based on 19 Proposify reviews. Based on answering questions about customers the configurator automatically selects the best fit products

Rules ensure that users select only compatible options and that all required items are included This feature was mentioned in 25 Proposify reviews.

As reported in 26 Proposify reviews. Pricing is displayed during configuration process so that users can quickly see how configuration changes impact the price

Images can be displayed of options to enable users to visualize product options as it is being configured 28 reviewers of Proposify have provided feedback on this feature.

Ability to support multiple pricing models for one-time, recurring, and other items This feature was mentioned in 35 Proposify reviews.

Based on 30 Proposify reviews. Ability to manage discounts at quote and line level; ability manage discounts based on volume and customer agreements

As reported in 27 Proposify reviews. Allows rules to be written in commercial process so that users don't make errors in pricing, terms, and other commercial considerations

As reported in 32 Proposify reviews. Ensure that users automatically include the right terms based on items being quoted

As reported in 32 Proposify reviews. Users can submit quotes, contracts, etc for approval and obtain appropriate approvals quickly

Allows users to renew existing contracts based on contracted pricing and existing assets already owned This feature was mentioned in 21 Proposify reviews.

Based on 25 Proposify reviews. Ability to easily group items on quotes; apply and manage discounts and pricing by group

Provides abilty for versions to expire, allows users to create new versions, revert to old versions and track changes from version to version 24 reviewers of Proposify have provided feedback on this feature.

Generate professional proposals with desired branding, product descriptions, pricing, terms, and visuals in desired format (pdf, xls, word) This feature was mentioned in 29 Proposify reviews.

Based on 22 Proposify reviews. Enables users to seemlessly convert quotes to orders with appropriate validations, workflow, and integration

Based on 27 Proposify reviews. Ability to convert accepted quotes into contracts; set up of required assets and contracts

As reported in 98 Proposify reviews. Easily build and maintain configurator; flexibility to easily embed all desired business logic

Can easily build and maintain pricing logic required by business 96 reviewers of Proposify have provided feedback on this feature.

As reported in 85 Proposify reviews. Easily build and maintain workflows, misc commercial fields, commercial rules

As reported in 98 Proposify reviews. Ability to easily build, update, customize, and maintain quotes, contracts, and other document outputs

Supports users working on a mobile devide (phone and/or tablet) 21 reviewers of Proposify have provided feedback on this feature.

Provides functionality for channel partners to configure, price, quote and buy products in a self service environment 18 reviewers of Proposify have provided feedback on this feature.

End customer users can configure, price, and buy products in a self service environment online This feature was mentioned in 17 Proposify reviews.

Based on 637 Proposify reviews and verified by the G2 Product R&D team. Define fields to pull in dynamic information.

Based on 653 Proposify reviews and verified by the G2 Product R&D team. Easily assemble custom fields and variables into reusable templates to automate the proposal creation process.

Based on 571 Proposify reviews and verified by the G2 Product R&D team. How well the platform supports images, audio, and video in proposals.

Based on 612 Proposify reviews and verified by the G2 Product R&D team. Create adaptive online documents for view via browser or mobile device.

Based on 634 Proposify reviews and verified by the G2 Product R&D team. Create attractive PDF versions of proposals.

Based on 627 Proposify reviews and verified by the G2 Product R&D team. Brand proposals and the application's portal with your company's logos and branding.

Based on 607 Proposify reviews and verified by the G2 Product R&D team. Easily search for and add elements to a proposal.

Based on 497 Proposify reviews and verified by the G2 Product R&D team. Multiple users can edit a single document.

Based on 488 Proposify reviews and verified by the G2 Product R&D team. Automate workflows by routing documents to the correct individuals for adding content and approval.

Based on 619 Proposify reviews and verified by the G2 Product R&D team. Track who is looking at proposals and how often or for how long.

Based on 558 Proposify reviews and verified by the G2 Product R&D team. Find out which pieces of content are performing best.

Based on 574 Proposify reviews and verified by the G2 Product R&D team. Access pre-built and custom reports and dashboards on proposal volume and acceptance.

Based on 539 Proposify reviews and verified by the G2 Product R&D team. Grant access to select data, features, objects, etc. based on the users, user role, groups, etc.

Based on 608 Proposify reviews and verified by the G2 Product R&D team. Program in-app and email notifications for approval milestones or actions.

Based on 450 Proposify reviews and verified by the G2 Product R&D team. Push and pull data from CRM to build proposals and update statuses with clients.

Based on 578 Proposify reviews and verified by the G2 Product R&D team. Couple accepting proposals and signing contracts together in one workflow.

Based on 257 Proposify reviews and verified by the G2 Product R&D team. Push and pull data from quote applications to build proposals.

Based on 392 Proposify reviews and verified by the G2 Product R&D team. Application Programming Interface - Specification for how the application communicates with other software. API's typically enable integration of data, logic, objects, etc. with other software applications.

As reported in 221 Proposify reviews. Users can create new contracts within the platform using built-in document creation features.

As reported in 225 Proposify reviews. Create and access templates with to streamline contract creation, taking advantage of pre-written contract clauses and fields.

Based on 222 Proposify reviews. Relevant contract stakeholders can edit, compare, and revise multiple versions of contracts.

Additional information, such as images, memos, and invoices, can be attached to contracts as supplemental resources. 196 reviewers of Proposify have provided feedback on this feature.

Internal and external users are able to collaborate on contracts through a shared web portal with messaging features. This feature was mentioned in 185 Proposify reviews.

Based on 206 Proposify reviews. Contract approvals processes can be streamlined, so that departmental workflows are integrated logically into the system.

Based on 213 Proposify reviews. Receive notifications and schedule reminders with alerts according to contract milestones.

Contracts can be stored in a central online repository with built in search capabilities. This feature was mentioned in 206 Proposify reviews.

Based on 185 Proposify reviews. The contract management platform can integrate with CRM software to associate contracts with customer records, and with CPQ software to feed calculated quote details into the contract.

Enable standard and ad hoc reports of contract statuses and timelines, and access live overviews of contract activities. This feature was mentioned in 211 Proposify reviews.

Integrate with software such as ERP or CRM to use data for document generation This feature was mentioned in 158 Proposify reviews.

Based on 169 Proposify reviews. Ability to generate new documents using other documents in multiple formats

Based on 184 Proposify reviews. Include templates for various types of documents such as invoices or quotes

Based on 173 Proposify reviews. Automate document generation based on customizable rules

As reported in 186 Proposify reviews. Allow users to personalize documents for branding purposes

As reported in 162 Proposify reviews. Define and manage workflows for document distribution

Create a schedule to deliver documents at predefined times 145 reviewers of Proposify have provided feedback on this feature.

Provide the ability to generate and deliver documents by batch 130 reviewers of Proposify have provided feedback on this feature.

As reported in 72 Proposify reviews. Allows users to generate text based on a text prompt.

Based on 56 Proposify reviews. Allows users to generate text based on a text prompt.

Generate personalized quotes and proposals that corresponds with each customer's tailored preferences and buying behavior

Analyzes data to suggest price adjustments instantly based on competitor pricing, demand, market prices, production costs, and other factors

Enhances guided selling by learning customer preferences and suggesting the most suitable products and services based on their individual needs

Capability to perform complex tasks without constant human input

Capability to perform complex tasks without constant human input

Works across multiple software systems or databases

Improves performance based on feedback and experience

Engages in human-like conversation for task delegation

Anticipates needs and offers suggestions without prompting

Makes informed choices based on available data and objectives

Capability to perform complex tasks without constant human input