How to Build Your Own Proposify

Organize proposals into folders and archive for easy retrieval.

Visual editor to customize proposals without coding knowledge.

Built-in electronic signature capability for proposal approval and signing.

Preview how proposals appear on mobile devices before sending.

Dynamic pricing and product/service tables with calculation capabilities.

Score proposal interactions to identify hot leads.

Detailed insights into proposal performance, win rates, and client engagement metrics.

Real-time notifications when proposals are opened, viewed, or signed.

Detailed tracking of who signed, when, and from which device.

Centralized dashboard for team proposals and performance.

Reusable content blocks and sections to speed up proposal creation.

Send multiple proposals at once with personalization.

Quickly duplicate existing proposals as templates.

Automatic follow-up reminders for unsigned or unopened proposals.

Search across all proposals by content, client name, or date.

Apply company branding, colors, logos, and fonts to all proposals.

Add custom data fields to capture specific client information.

Show or hide sections based on client type or preferences.

Customizable email templates for sending and following up on proposals.

Manage user permissions and roles for team members.

Complete audit trail of all proposal actions and changes.

Enterprise single sign-on with SAML support.

Enhanced account security with two-factor authentication.

Define custom approval processes before proposals are sent.

Enable clients to leave feedback and comments on proposals.

Multi-user workspace for teams to collaborate on proposal creation and approval.

REST API for building custom integrations and automations.

Automatically populate proposal fields from CRM or contact data.

Set up webhooks to trigger actions in external systems.

Support multiple currencies in pricing and payment sections.

Create proposals in multiple languages for international clients.