Proposify Features
What are the features of Proposify?
Document Creation
- Customizability: Variables and Fields
- Template Creation and Flexibility
- Rich Media
- Online Document Creation
- PDF Creation
- Custom Branding
Workflow
- Document Builder Interface
- Collaborative Creation
- Assembly and Approval Workflows
Analytics
- Engagement Tracking
- Proposal Effectiveness Reporting
- Reporting and Dashboards
Administration and Platform
- User, Role, and Access Management
- Alerts and Notifications
- E-Signature Integration
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Technology Glossary Features
View definitions of the features and discover new technology terms.
Proposify Categories on G2
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Platform
Custom Branding | Based on 213 Proposify reviews. Custom branding can be applied through signature process | 91% (Based on 213 reviews) | |
User, Role, and Access Management | Grant access to select data, features, objects, etc. based on the users, user role, groups, etc. This feature was mentioned in 193 Proposify reviews. | 90% (Based on 193 reviews) | |
Internationalization | This feature was mentioned in 159 Proposify reviews. | 86% (Based on 159 reviews) | |
Performance and Reliability | As reported in 209 Proposify reviews. | 89% (Based on 209 reviews) | |
Integration APIs | This feature was mentioned in 159 Proposify reviews. | 83% (Based on 159 reviews) | |
To which systems have you integrated this product | Not enough data | ||
CRM Integration | CRM integration is flexible and easy to maintain This feature was mentioned in 81 Proposify reviews. | 85% (Based on 81 reviews) | |
Integration API | System provides API's that can be used to easily integrate to financial and other 3rd party systems This feature was mentioned in 70 Proposify reviews. | 85% (Based on 70 reviews) | |
Internationalization | As reported in 59 Proposify reviews. System support multiple currencies and languages to enable business in multiple countries | 87% (Based on 59 reviews) | |
Performance and Reliability | As reported in 107 Proposify reviews. System is consistently available (uptime) and system's speed doesn't impact productivity | 90% (Based on 107 reviews) | |
Scalability | Based on 94 Proposify reviews. Provides ability for very large quotes, number of products, users, rules, required by enterprize level customers | 92% (Based on 94 reviews) | |
Reporting and Dashboards | Based on 93 Proposify reviews. Easily generate desired reports and dashboard on configurations, pricing, and quoting | 89% (Based on 93 reviews) |
Signature Process
Document Signing | See feature definition | Allows signor to easily and intuitively sign documents This feature was mentioned in 268 Proposify reviews. | 94% (Based on 268 reviews) |
Reminders and Expirations | Reminds signors of documents that are waiting to be signed and document expiration dates This feature was mentioned in 248 Proposify reviews. | 90% (Based on 248 reviews) | |
Sign-In Process | Based on 264 Proposify reviews. Process of authenticating is secure and seemless | 93% (Based on 264 reviews) | |
Mobile Signatures | Based on 213 Proposify reviews. User can easy send and sign documents on mobile devices | 88% (Based on 213 reviews) | |
Signature Workflow | As reported in 232 Proposify reviews. Sendor/Adminstrators can easily set up and track documents through multiple signature steps | 91% (Based on 232 reviews) | |
Reporting | Provides standard reports and easy creation of custom reports to manage signature process 227 reviewers of Proposify have provided feedback on this feature. | 88% (Based on 227 reviews) | |
Signature Document Creation | Easy to create signature blocks on all required electronic document types/formats This feature was mentioned in 249 Proposify reviews. | 91% (Based on 249 reviews) |
Security and Scalability
Regulatory Compliance | Based on 206 Proposify reviews. Meets required regulartory compliances | 89% (Based on 206 reviews) | |
Signature History and Audit | Tracks all document signing history to comply with required regulations This feature was mentioned in 223 Proposify reviews. | 91% (Based on 223 reviews) | |
Enterprise Scalability | As reported in 198 Proposify reviews. Provides features to allow scaling for large organizations | 89% (Based on 198 reviews) |
Configuration
Product Catalog | Based on 28 Proposify reviews. Allows users to search, filter, sort and select items to be added to quote | 87% (Based on 28 reviews) | |
Guided Selling | Based on 19 Proposify reviews. Based on answering questions about customers the configurator automatically selects the best fit products | 85% (Based on 19 reviews) | |
Configuration Rules | Rules ensure that users select only compatible options and that all required items are included 25 reviewers of Proposify have provided feedback on this feature. | 84% (Based on 25 reviews) | |
Configured Pricing | Pricing is displayed during configuration process so that users can quickly see how configuration changes impact the price 26 reviewers of Proposify have provided feedback on this feature. | 87% (Based on 26 reviews) | |
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. | 87% (Based on 28 reviews) | |
Ease of Use | Based on 29 Proposify reviews. Configurator guides users through process visually; no significant training required | 87% (Based on 29 reviews) |
Pricing
Pricing Flexibility | Ability to support multiple pricing models for one-time, recurring, and other items 35 reviewers of Proposify have provided feedback on this feature. | 84% (Based on 35 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 | 83% (Based on 30 reviews) | |
Commerical Rules | Allows rules to be written in commercial process so that users don't make errors in pricing, terms, and other commercial considerations 26 reviewers of Proposify have provided feedback on this feature. | 85% (Based on 26 reviews) | |
Terms and Conditions | Based on 31 Proposify reviews. Ensure that users automatically include the right terms based on items being quoted | 90% (Based on 31 reviews) | |
Approval Workflow | See feature definition | Based on 32 Proposify reviews. Users can submit quotes, contracts, etc for approval and obtain appropriate approvals quickly | 90% (Based on 32 reviews) |
Renewals | Allows users to renew existing contracts based on contracted pricing and existing assets already owned 21 reviewers of Proposify have provided feedback on this feature. | 87% (Based on 21 reviews) |
Quoting
Grouping | Based on 25 Proposify reviews. Ability to easily group items on quotes; apply and manage discounts and pricing by group | 90% (Based on 25 reviews) | |
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. | 89% (Based on 24 reviews) | |
Quote Document Generation | Based on 29 Proposify reviews. Generate professional proposals with desired branding, product descriptions, pricing, terms, and visuals in desired format (pdf, xls, word) | 94% (Based on 29 reviews) | |
Document Customization | Based on 30 Proposify reviews. Users can customize quote with supporting documents, comments, cover letters for each customer. | 93% (Based on 30 reviews) | |
Ordering | Enables users to seemlessly convert quotes to orders with appropriate validations, workflow, and integration This feature was mentioned in 21 Proposify reviews. | 85% (Based on 21 reviews) | |
Contracts | Ability to convert accepted quotes into contracts; set up of required assets and contracts This feature was mentioned in 27 Proposify reviews. | 91% (Based on 27 reviews) |
Admin
Configuration Ease of Admin | As reported in 95 Proposify reviews. Easily build and maintain configurator; flexibility to easily embed all desired business logic | 89% (Based on 95 reviews) | |
Pricing Administration | Can easily build and maintain pricing logic required by business This feature was mentioned in 92 Proposify reviews. | 86% (Based on 92 reviews) | |
Workflow Management | As reported in 81 Proposify reviews. Easily build and maintain workflows, misc commercial fields, commercial rules | 86% (Based on 81 reviews) | |
Document Admin | Ability to easily build and maintain quotes, contracts, and other document outputs 94 reviewers of Proposify have provided feedback on this feature. | 87% (Based on 94 reviews) |
Channels
Mobile User Support | Supports users working on a mobile devide (phone and/or tablet) This feature was mentioned in 21 Proposify reviews. | 81% (Based on 21 reviews) | |
Channel Partner Support | Based on 18 Proposify reviews. Provides functionality for channel partners to configure, price, quote and buy products in a self service environment | 84% (Based on 18 reviews) | |
eCommerce | As reported in 17 Proposify reviews. End customer users can configure, price, and buy products in a self service environment online | 76% (Based on 17 reviews) |
Document Creation
Customizability: Variables and Fields | Based on 618 Proposify reviews and verified by the G2 Product R&D team. Define fields to pull in dynamic information. | 85% (Based on 618 reviews) | |
Template Creation and Flexibility | Based on 631 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. | 85% (Based on 631 reviews) | |
Rich Media | Based on 553 Proposify reviews and verified by the G2 Product R&D team. How well the platform supports images, audio, and video in proposals. | 85% (Based on 553 reviews) | |
Online Document Creation | Based on 591 Proposify reviews and verified by the G2 Product R&D team. Create adaptive online documents for view via browser or mobile device. | 87% (Based on 591 reviews) | |
PDF Creation | Based on 615 Proposify reviews and verified by the G2 Product R&D team. Create attractive PDF versions of proposals. | 92% (Based on 615 reviews) | |
Custom Branding | Based on 606 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. | 92% (Based on 606 reviews) |
Workflow
Document Builder Interface | See feature definition | Based on 588 Proposify reviews and verified by the G2 Product R&D team. Easily search for and add elements to a proposal. | 84% (Based on 588 reviews) |
Collaborative Creation | Based on 477 Proposify reviews and verified by the G2 Product R&D team. Multiple users can edit a single document. | 84% (Based on 477 reviews) | |
Assembly and Approval Workflows | Based on 467 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. | 87% (Based on 467 reviews) |
Analytics
Engagement Tracking | Based on 597 Proposify reviews and verified by the G2 Product R&D team. Track who is looking at proposals and how often or for how long. | 92% (Based on 597 reviews) | |
Proposal Effectiveness Reporting | Based on 539 Proposify reviews and verified by the G2 Product R&D team. Find out which pieces of content are performing best. | 90% (Based on 539 reviews) | |
Reporting and Dashboards | Based on 555 Proposify reviews and verified by the G2 Product R&D team. Access pre-built and custom reports and dashboards on proposal volume and acceptance. | 89% (Based on 555 reviews) |
Administration and Platform
User, Role, and Access Management | Based on 520 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. | 89% (Based on 520 reviews) | |
Alerts and Notifications | Based on 589 Proposify reviews and verified by the G2 Product R&D team. Program in-app and email notifications for approval milestones or actions. | 91% (Based on 589 reviews) | |
CRM Integration | Based on 428 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. | 84% (Based on 428 reviews) | |
E-Signature Integration | Based on 556 Proposify reviews and verified by the G2 Product R&D team. Couple accepting proposals and signing contracts together in one workflow. | 92% (Based on 556 reviews) | |
CPQ Integration | Based on 237 Proposify reviews and verified by the G2 Product R&D team. Push and pull data from quote applications to build proposals. | 80% (Based on 237 reviews) | |
API / Integrations | Based on 372 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. | 83% (Based on 372 reviews) |
Contract Management Platform Features
Contract Creation | Users can create new contracts within the platform using built-in document creation features. 209 reviewers of Proposify have provided feedback on this feature. | 89% (Based on 209 reviews) | |
Contract Templates | Create and access templates with to streamline contract creation, taking advantage of pre-written contract clauses and fields. This feature was mentioned in 212 Proposify reviews. | 88% (Based on 212 reviews) | |
Contract Editing | Based on 209 Proposify reviews. Relevant contract stakeholders can edit, compare, and revise multiple versions of contracts. | 83% (Based on 209 reviews) | |
Contract Attachments | Based on 185 Proposify reviews. Additional information, such as images, memos, and invoices, can be attached to contracts as supplemental resources. | 86% (Based on 185 reviews) | |
Contract Collaboration | Internal and external users are able to collaborate on contracts through a shared web portal with messaging features. 173 reviewers of Proposify have provided feedback on this feature. | 85% (Based on 173 reviews) | |
Approval Process | Contract approvals processes can be streamlined, so that departmental workflows are integrated logically into the system. This feature was mentioned in 194 Proposify reviews. | 88% (Based on 194 reviews) | |
Notifications & Reminders | As reported in 202 Proposify reviews. Receive notifications and schedule reminders with alerts according to contract milestones. | 88% (Based on 202 reviews) | |
Contract Database | As reported in 194 Proposify reviews. Contracts can be stored in a central online repository with built in search capabilities. | 86% (Based on 194 reviews) | |
Integrations / APIs | As reported in 174 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. | 82% (Based on 174 reviews) | |
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 200 Proposify reviews. | 86% (Based on 200 reviews) |
Data Sources
Software | As reported in 149 Proposify reviews. Integrate with software such as ERP or CRM to use data for document generation | 84% (Based on 149 reviews) | |
Documents | Ability to generate new documents using other documents in multiple formats This feature was mentioned in 161 Proposify reviews. | 86% (Based on 161 reviews) |
Generation
Templates | Include templates for various types of documents such as invoices or quotes This feature was mentioned in 176 Proposify reviews. | 88% (Based on 176 reviews) | |
Automation | As reported in 164 Proposify reviews. Automate document generation based on customizable rules | 82% (Based on 164 reviews) | |
Branding | Allow users to personalize documents for branding purposes 178 reviewers of Proposify have provided feedback on this feature. | 88% (Based on 178 reviews) |
Delivery
Workflow | Based on 153 Proposify reviews. Define and manage workflows for document distribution | 87% (Based on 153 reviews) | |
Schedule | Create a schedule to deliver documents at predefined times This feature was mentioned in 136 Proposify reviews. | 84% (Based on 136 reviews) | |
Batch | As reported in 121 Proposify reviews. Provide the ability to generate and deliver documents by batch | 76% (Based on 121 reviews) |
