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Best features
📈 Effortlessly integrate with CRM systems for streamlined proposals.
🖊️ Use e-signature capabilities to secure and close deals faster.
🔍 Gain insights with analytics to tailor strategies and close deals.
TL;DR
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Features
Overview
Proposify revolutionizes proposal creation and management with seamless integration capabilities. Perfect for businesses aiming to streamline their sales documentation, this software offers e-signatures, analytics, and templates for professional proposals. Tailor your workflow with Proposify's public API access for custom integrations.
Effortless CRM Integration
Synchronize your data from popular CRM systems like Salesforce and HubSpot to enhance proposal accuracy and streamline the sales process. Monitor prospect engagement with detailed analytics for strategic follow-ups.
- Enhance proposal accuracy with synchronized CRM data.
- Monitor engagement with detailed analytics.
- Streamline sales with a unified source of truth.
Streamlined Payments
Integrate with Stripe to request payments directly within proposals, enabling faster transactions. With support for 135 currencies, collect payments globally as soon as clients sign-off.
- Request payments directly within proposals.
- Collect payments in 135 currencies.
- Enable faster transactions upon sign-off.
Custom Solutions with API Access
Leverage Proposify’s API for tailored integrations, boosting efficiency and capabilities. Connect it to your internal systems to maximize workflow efficiency.
- Access Proposify’s public API for custom integrations.
- Boost efficiency with tailored solutions.
- Connect to internal systems seamlessly.
Conclusion
Proposify empowers businesses with efficient proposal management. Its seamless CRM and payment integration ensure accuracy and quicker closes. Explore its features with a 14-day free trial and transform your workflow today.
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