main background

Proposify

Proposify was created to address the inefficiencies in traditional proposal writing and streamline the process. It simplifies e-proposal processes to increase deal closing.

Proposify Features

Proposal Templates:

  • Wide range of customizable templates.
  • Drag-and-drop editor

Collaboration:

  • Real-time collaboration and feedback.
  • Commenting and task assignment.

Tracking and Analytics:

  • Document tracking and notifications.
  • Engagement analytics and reporting.

Integrations:

  • Integration with CRM systems like Salesforce and HubSpot.
  • API access for custom integrations.

Proposify Limitations

Cost:

  • Higher pricing compared to basic proposal tools.
  • Advanced features available only in higher-tier plans.

Customization:

  • Limited customization for complex proposals.

Collaboration:

  • No real-time communication tools to assetize conversations and chat logs efficiently.

Security:

  • Basic security exists; advanced security only available in higher tiers

Proposify Pricing

Free Plan:

  • Limited features and usage.

Team Plan:

  • $49 per user per month.
  • Includes templates, collaboration tools, and basic analytics.

Business Plan:

  • Custom pricing.
  • Adds advanced analytics, integrations, and customization options.

Best For

Small to medium-sized businesses

Teams needing a straightforward proposal creation and tracking tool.

Other E-Proposal platforms that make sales suck a little lesser

REALIZER vs Other platforms

For more information, check out Desktop.

E-proposal features
that make sense:

Security

CRM and deal-closing
tools that make sense

Cost

REALIZER.AI

  1. Dynamic Content
  2. Real-Time Collaboration
  3. Analytics
  4. extensive template library
  5. Forms, videos, embedded content
  6. AI video bubbles

High,

end-to-end encryption

Real-Time Chats,

Built in CRM,

E-Signature

from $29/user/month

annual subscription

Proposify

  1. Dynamic Content
  2. Real-Time Collaboration
  3. Analytics
  4. extensive template library
  5. Forms, videos, embedded content

Standard

E-Signature

$19/user/month

© 2024 Cobalt Inc. All rights reserved.

© 2024 Cobalt Inc. All rights reserved.