Proposify Features
Platform (11)
Custom Branding
As reported in 230 Proposify reviews. Custom branding can be applied through signature process
User, Role, and Access Management
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.
Internationalization
175 reviewers of Proposify have provided feedback on this feature.
Performance and Reliability
As reported in 226 Proposify reviews.
Integration APIs
This feature was mentioned in 175 Proposify reviews.
To which systems have you integrated this product
CRM Integration
CRM integration is flexible and easy to maintain This feature was mentioned in 86 Proposify reviews.
Integration API
As reported in 74 Proposify reviews. System provides API's that can be used to easily integrate to financial and other 3rd party systems
Internationalization
As reported in 62 Proposify reviews. System support multiple currencies and languages to enable business in multiple countries
Scalability
As reported in 97 Proposify reviews. Provides ability for very large quotes, number of products, users, rules, required by enterprise level customers
ERP Integration
ERP integration is flexible and easy to maintain
Signature Process (7)
Document Signing
Allows signor to easily and intuitively sign documents 283 reviewers of Proposify have provided feedback on this feature.
Reminders and Expirations
As reported in 263 Proposify reviews. Reminds signors of documents that are waiting to be signed and document expiration dates
Sign-In Process
Process of authenticating is secure and seemless This feature was mentioned in 279 Proposify reviews.
Mobile Signatures
Based on 227 Proposify reviews. User can easy send and sign documents on mobile devices
Signature Workflow
Sendor/Adminstrators can easily set up and track documents through multiple signature steps 247 reviewers of Proposify have provided feedback on this feature.
Reporting
Provides standard reports and easy creation of custom reports to manage signature process This feature was mentioned in 242 Proposify reviews.
Signature Document Creation
Easy to create signature blocks on all required electronic document types/formats This feature was mentioned in 263 Proposify reviews.
Security and Scalability (3)
Regulatory Compliance
Meets required regulartory compliances 217 reviewers of Proposify have provided feedback on this feature.
Signature History and Audit
Tracks all document signing history to comply with required regulations 236 reviewers of Proposify have provided feedback on this feature.
Enterprise Scalability
Provides features to allow scaling for large organizations 212 reviewers of Proposify have provided feedback on this feature.
Configuration - cpq (5)
Product Catalog
As reported in 28 Proposify reviews. Allows users to search, filter, sort and select items to be added to quote
Guided Selling
Based on 19 Proposify reviews. Based on answering questions about customers the configurator automatically selects the best fit products
Configuration Rules
Rules ensure that users select only compatible options and that all required items are included This feature was mentioned in 25 Proposify reviews.
Price Configuration
As reported in 26 Proposify reviews. Pricing is displayed during configuration process so that users can quickly see how configuration changes impact the price
Visual Configuration
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.
Pricing (6)
Pricing Flexibility
Ability to support multiple pricing models for one-time, recurring, and other items This feature was mentioned in 35 Proposify reviews.
Discounting
Based on 30 Proposify reviews. Ability to manage discounts at quote and line level; ability manage discounts based on volume and customer agreements
Commerical Rules
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
Terms and Conditions
As reported in 32 Proposify reviews. Ensure that users automatically include the right terms based on items being quoted
Approval Workflow
As reported in 32 Proposify reviews. Users can submit quotes, contracts, etc for approval and obtain appropriate approvals quickly
Renewals
Allows users to renew existing contracts based on contracted pricing and existing assets already owned This feature was mentioned in 21 Proposify reviews.
Quoting (5)
Grouping
Based on 25 Proposify reviews. Ability to easily group items on quotes; apply and manage discounts and pricing by group
Version Control
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.
Quote Document Generation
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.
Ordering
Based on 22 Proposify reviews. Enables users to seemlessly convert quotes to orders with appropriate validations, workflow, and integration
Contracts
Based on 27 Proposify reviews. Ability to convert accepted quotes into contracts; set up of required assets and contracts
Admin (4)
Configuration Ease of Admin
As reported in 98 Proposify reviews. Easily build and maintain configurator; flexibility to easily embed all desired business logic
Pricing Administration
Can easily build and maintain pricing logic required by business 96 reviewers of Proposify have provided feedback on this feature.
Workflow Management
As reported in 85 Proposify reviews. Easily build and maintain workflows, misc commercial fields, commercial rules
Document Management
As reported in 98 Proposify reviews. Ability to easily build, update, customize, and maintain quotes, contracts, and other document outputs
Channels (3)
Mobile User Support
Supports users working on a mobile devide (phone and/or tablet) 21 reviewers of Proposify have provided feedback on this feature.
Channel Partner Support
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.
eCommerce
End customer users can configure, price, and buy products in a self service environment online This feature was mentioned in 17 Proposify reviews.
Document Creation (6)
Customizability: Variables and Fields
Based on 637 Proposify reviews and verified by the G2 Product R&D team. Define fields to pull in dynamic information.
Template Creation and Flexibility
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.
Rich Media
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.
Online Document Creation
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.
PDF Creation
Based on 634 Proposify reviews and verified by the G2 Product R&D team. Create attractive PDF versions of proposals.
Custom Branding
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.
Workflow (3)
Document Builder Interface
Based on 607 Proposify reviews and verified by the G2 Product R&D team. Easily search for and add elements to a proposal.
Collaborative Creation
Based on 497 Proposify reviews and verified by the G2 Product R&D team. Multiple users can edit a single document.
Assembly and Approval Workflows
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.
Analytics (3)
Engagement Tracking
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.
Proposal Effectiveness Reporting
Based on 558 Proposify reviews and verified by the G2 Product R&D team. Find out which pieces of content are performing best.
Reporting and Dashboards
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.
Administration and Platform (6)
User, Role, and Access Management
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.
Alerts and Notifications
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.
CRM Integration
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.
E-Signature Integration
Based on 578 Proposify reviews and verified by the G2 Product R&D team. Couple accepting proposals and signing contracts together in one workflow.
CPQ Integration
Based on 257 Proposify reviews and verified by the G2 Product R&D team. Push and pull data from quote applications to build proposals.
API / Integrations
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.
Contract Management Platform Features (10)
Contract Creation
As reported in 221 Proposify reviews. Users can create new contracts within the platform using built-in document creation features.
Contract Templates
As reported in 225 Proposify reviews. Create and access templates with to streamline contract creation, taking advantage of pre-written contract clauses and fields.
Contract Editing
Based on 222 Proposify reviews. Relevant contract stakeholders can edit, compare, and revise multiple versions of contracts.
Contract Attachments
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.
Contract Collaboration
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.
Approval Process
Based on 206 Proposify reviews. Contract approvals processes can be streamlined, so that departmental workflows are integrated logically into the system.
Notifications & Reminders
Based on 213 Proposify reviews. Receive notifications and schedule reminders with alerts according to contract milestones.
Contract Database
Contracts can be stored in a central online repository with built in search capabilities. This feature was mentioned in 206 Proposify reviews.
Integrations / APIs
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.
Reporting & Dashboards
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.
Data Sources (2)
Software
Integrate with software such as ERP or CRM to use data for document generation This feature was mentioned in 158 Proposify reviews.
Documents
Based on 169 Proposify reviews. Ability to generate new documents using other documents in multiple formats
Generation (3)
Templates
Based on 184 Proposify reviews. Include templates for various types of documents such as invoices or quotes
Automation
Based on 173 Proposify reviews. Automate document generation based on customizable rules
Branding
As reported in 186 Proposify reviews. Allow users to personalize documents for branding purposes
Delivery (3)
Workflow
As reported in 162 Proposify reviews. Define and manage workflows for document distribution
Schedule
Create a schedule to deliver documents at predefined times 145 reviewers of Proposify have provided feedback on this feature.
Batch
Provide the ability to generate and deliver documents by batch 130 reviewers of Proposify have provided feedback on this feature.
Generative AI (2)
AI Text Generation
As reported in 72 Proposify reviews. Allows users to generate text based on a text prompt.
AI Text Generation
Based on 56 Proposify reviews. Allows users to generate text based on a text prompt.
Generative AI - cpq (3)
Dynamic Quoting
Generate personalized quotes and proposals that corresponds with each customer's tailored preferences and buying behavior
Dynamic Pricing
Analyzes data to suggest price adjustments instantly based on competitor pricing, demand, market prices, production costs, and other factors
Personalized Sale Recommendations
Enhances guided selling by learning customer preferences and suggesting the most suitable products and services based on their individual needs
Agentic AI - Contract Management (1)
Autonomous Task Execution
Capability to perform complex tasks without constant human input
Agentic AI - E-Signature (6)
Autonomous Task Execution
Capability to perform complex tasks without constant human input
Cross-system Integration
Works across multiple software systems or databases
Adaptive Learning
Improves performance based on feedback and experience
Natural Language Interaction
Engages in human-like conversation for task delegation
Proactive Assistance
Anticipates needs and offers suggestions without prompting
Decision Making
Makes informed choices based on available data and objectives
Agentic AI - Document Generation (1)
Autonomous Task Execution
Capability to perform complex tasks without constant human input
Technology Glossary Features
View definitions of the features and discover new technology terms.
A document builder is a software application that is used to create text-based documents.
Document signing plays an important role within the contract management process. Learn more about document signing and how it is used by industry professionals, along with other helpful information on the benefits of document signing.
Approval workflow is a business practice in which individuals must approve data or tasks at specific points in a process. Learn more about approval workflows, their best practices, and how businesses can use workflow automation to ease the process.





