Proposify is a proposal automation and sales document platform that enables teams to create, send, track and close proposals faster—with AI-powered template generation and analytics.

Create professional, branded proposals that close faster—with AI assistance, analytics and workflow automation.

With Proposify you can start from a wide library of templates, customize with your branding, enable interactive pricing, automate workflows, integrate with CRM and track when clients view and interact with your document. Its AI Proposal Generator accelerates document creation by extracting brand and content elements to build ready-to-send proposals quickly.

Core Features & Capabilities

Ideal for sales, services and consulting teams looking to professionalize proposal output, reduce document creation time and gain insight into buyer behaviour.

• AI proposal generator: upload PDF and build brand-matched template
• Interactive pricing tables and quoting in the proposal
• Branded templates and content library for consistency
• E-signatures and payment options built in
• Analytics: track views, sections visited, time spent and close rates

Why Teams Choose Proposify

Sign up for a free trial, import your brand assets or upload a sample proposal, customize templates or use AI-generator, configure pricing tables, connect your CRM and send your first proposal—track engagement and iterate from there.

“We created our branded proposal in 17 minutes, tracked every page the client viewed and closed the deal quicker than ever.”

Getting Started with Proposify

By automating the hard parts of proposal creation and tracking, Proposify helps teams spend less time formatting and more time closing deals—backed by data on what engages buyers and drives conversions.