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.
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.
Start a 14-day free trial of Proposify by clicking here: https://app.proposify.com/register?utm_source=xero&utm_medium=referral
or existing customers of both Xero and Proposify can click here:
to set up their integration today!