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Proposify

4.86 out of 5 stars
Proposify let's you create beautiful, effective proposals, streamline your sales process, and get faster client sign-off! Start a free 14-day trial.

Overview

Proposify is online proposal software that makes it easier for businesses to create well-designed proposals, quotes, or contracts, streamline their sales process, and close deals faster.

Our easy-to-use design editor allows even non-designers to create beautiful, professional-looking proposals.

Our gallery of professionally designed and written business proposal templates for a variety of services helps kick-start your proposal process. All templates are 100% customizable.

Our content library stores proposal content so it can be easily repurposed, making team collaboration easier.

We provide metrics of valuable info like the status of your proposals, whether your client has viewed a proposal and for how long, and when they sign-off.

Explore all features of Proposify
Proposify
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Proposify + Xero

Close more deals and deals paid faster with Proposify and Xero.

With the native integration between Xero and Proposify, you can import your Xero contacts into Proposify and automatically populate proposals with your client's contact information using proposal variables

As soon as your client signs off on your proposal, you can automatically generate an invoice in Xero that matches your proposal exactly.

We’ll even let you specify a percentage of the deal to send an initial deposit invoice or bill the whole thing.

After your invoice is generated, you can download a PDF or link right into Xero to customize and send it.

Reviews & ratings

4.9 out of 5 stars
28 Reviews
5 star(89%)
4 star(7%)
3 star(4%)
2 star(0%)
1 star(0%)
ND
Neil Dickson
Posted
5 out of 5 stars
We've used Proposify (almost) since it first came out and its become a completely indispensable part of our sales funnel. Highly recommended.
HC
Hemi Coates
Posted
5 out of 5 stars
Has streamlined our proposal process within the tourism industry. Final product looks professional and the fact that you can track opens means we get a bit of inside information to help us follow up at the right times. Definitely recommend.
SJ
Shannon Jones
Posted
5 out of 5 stars
I am incredibly happy with Proposify generally, it is easy to use and looks very professional. I've used the Xero integration and it is helpful as it creates a draft invoice in Xero which you can then edit as needed and send!

Additional info

App details

Added in 2015

Countries

Australia, Global, New Zealand, United Kingdom, United States

Languages

English

Support

Setup walkthroughIntegration walkthrough

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Although Xero reviews each app in the Xero App Store, we can’t give any guarantees. It’s up to you to assess the performance, quality and suitability of any app before going ahead.