Proposify AI

Proposify is a proposal management platform — providing AI-assisted proposal creation, electronic signatures, template libraries, and proposal analytics for sales teams that send custom proposals to win deals. AI capabilities include AI Proposal Writer — generating proposal sections from deal and prospect context, suggesting relevant case studies, and drafting executive summaries from CRM opportunity data. Template Management provides a reusable proposal library — marketing teams creating on-brand proposal templates that sales teams personalise and send without starting from scratch. Interactive Proposals provide a digital reading experience — clients viewing proposals online with embedded videos, clickable pricing tables, and optional add-ons rather than static PDF attachments. Electronic Signatures enable in-proposal signing — clients signing the proposal without downloading, printing, or using a separate e-signature tool. Proposal Analytics track client engagement — notifying sales teams when prospects open proposals, which sections they view most, and how long they spend reviewing. CRM Integration pulls deal data into proposals — Salesforce and HubSpot opportunity fields populating proposal templates automatically. Team Collaboration enables proposal review — internal comments and approvals before proposals are sent to prospects. With sales team adoption across agencies, professional services, and SaaS companies, Proposify validates for teams sending custom multi-page proposals.