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Product
Product OverviewGet a complete view of Proposify's proposal management platform and capabilities.
Automate Your WorkflowsStreamline your document workflow with templates, AI, automation, and team collaboration tools.
Create and sendBuild beautiful, branded proposals and quotes with our intuitive drag-and-drop editor.
IntegrationsConnect Proposify seamlessly with your existing CRM and business tools.
Track and CloseMonitor proposal engagement and accelerate your sales cycle with real-time insights.
APIBuild custom integrations and extend Proposify's functionality with our developer resources.
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Proposals
Quotes
eSignatures
Contracts
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Consultants
Landscaping
Janitorial
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Privacy Policy
Last updated on May 27, 2025
PLEASE READ THIS PRIVACY POLICY CAREFULLY BEFORE USING THIS WEBSITE OR OUR SERVICES. Proposify ("Company") and www.proposify.com ("the Website") (collectively "we") are committed to protecting the privacy and security of our visitors, registered users, and subscribers who access our Website or Services. This Privacy Policy sets forth how the Website and our Services collect and use personal information. By using the Website and Services, you acknowledge that you have read and accepted our privacy practices set forth below.
If you do not accept our privacy practices, then you should not continue to use either the Website or the Services. This Privacy Policy is incorporated by reference into and forms part of our Terms of Service.
Confidentiality and Security of Personal Information
We have implemented security measures that follow accepted industry standards to protect personally identifiable information sent to our Website or provided to our Services, both during transmission and storage. It is your responsibility to safeguard your account credentials, including your password.
However, despite our efforts to maintain the confidentiality and security of your account, no method of transmission over the Internet or electronic storage is completely secure. Although we make every effort to protect your personal information, we cannot guarantee its absolute security.
Personal Information We Will Collect
When you register an account with us, we will collect certain personal information from you. To register an account, you must provide your first and last name, name of your business, billing address, and credit card information (including your three digit security number).
When you access and use our Services, we may also collect information about the business contacts that you upload into your account and any proposals that you create. We may collect the IP address of your computer in order to enable us to detect unauthorized transactions, better manage website traffic, and to gather other analytics on the Website.
We may also use "cookies," which are small data files placed and stored on your computer, to help you manage your use of our Website. Cookies are used as follows:
To recognize you as a regular user;
To remind us of who you are;
To estimate our audience size by determining repeat usage of the Website to help target advertisements based on user interests and behavior;
To track your progress;
To measure traffic patterns for use as a research tool to understand how our users habits are similar or different from one another; and
To conduct other research.
You can set your browser to notify you when you receive a cookie, in order to give you the chance to determine whether or not to accept it. If you do not accept cookies, some pages may not display properly or you may not be permitted to access certain information.
Purposes for Which We Will Use Personal Information
We make every effort to identify the purposes for which we will collect personal information at or before the time the information is collected. We will use your personal information only for the purposes disclosed at the time of collection or as otherwise set out in this Privacy Policy, unless we have your consent for another use, or unless such other use is authorized or required by law.
Our policy is to collect personal information from you for the following purposes:
to provide Services to you and enable you to create proposals;
to generate analytics for the improvement of the Website and Services, and for marketing purposes;
to promote and market our Services to you;
to maintain a commercial relationship with you and to communicate with you (which may include: advertising, promotions, and account verification);
to identify your needs and/or preferences;
to meet legal and regulatory requirements;
to administer, maintain, manage, and improve our business operations; and as otherwise required by law.
Sharing of Personal Information
We do not rent, trade, or share personal information with third parties, except to provide products or Services, which you requested, when we have your permission, or under the following circumstances:
We use third parties for credit card processing, which parties are prohibited from using your personally identifiable information for promotional purposes.
We may export data at your request to our third party integration partners.
We may share your aggregate anonymous information with third parties in order to improve the Website and Services or for marketing purposes.
We may share your information with third party contractors such as developers, support administrators, designers, data analysts, and network technicians to maintain and improve the Services.
We may share your information with third party vendors, who help to manage and store data uploaded to Proposify, or to support and improve the Services.
We may share your personal information if required by law and if we believe that the disclosure is required or necessary to protect our rights and/or comply with a judicial processing or legal process served on our Website of Services.
We may share personal information if we believe that it is required in order to investigate, prevent, or take action regarding illegal activities, suspected fraud, a potential threat to the physical safety of a third party, or as otherwise required by law.
We may transfer personal information to a third party entity in the event of an assignment of this Website for any reason. You will be notified via email of any such change in ownership or control of personal information.
We may share personal information with our legal, financial, and other professional advisors.
We may share personal information with third parties upon receiving your consent as required by law.
Except as provided above, we will not share any of your information to any third party without permission.
Access to Your Personal Information
In your account, you can review, update, delete, or correct your personal information on file with us at any time. If you are unable to access your Proposify account and the personal information within, please email [email protected] and we will take all reasonable steps to provide you with access to your account.
Requests for Personal Information
We will never initiate a request for personal information by email or pop-up window via the Service or the Website. If you receive such a request please do not respond and notify us by contacting [email protected].
If you believe that you have been a victim of fraud, please report the incident to the relevant authority and take all available actions to protect yourself. Please be sure to also notify us, so that we can take all appropriate actions to protect you, other visitors, registered users, and subscribers.
Children
We do not knowingly or intentionally collect personal information from children under the age of thirteen (13).
Contact with You
We may use your email address to contact you from time to time, in order to send notices required by law, to provide information regarding this Website or our Services, or to resolve any complaint.
Changes and Updates to this Privacy Policy
We may amend this Privacy Policy at any time at our sole discretion and without prior notice. You should check back with us from time to time in order to confirm that there have been no significant changes.
Please note that the use of information that we gather is subject to the Privacy Policy then in effect at the time of use.
Other Legal Notices
If you ever have a dispute over privacy or security, it will be subject to this Privacy Policy and our Terms of Service. We will always make every effort to resolve any concerns that you have regarding privacy that arises in connection with this Privacy Policy.
California Users
If you are a California resident, you have the right to request information from us regarding the manner in which we share certain categories of your personal information with third parties for their own direct marketing uses. California law provides that you have the right to submit a request to us at our email address in order to receive information on the categories of customer information that we shared and the names and addresses of those businesses with which we shared customer information for the immediate prior calendar year. To obtain this information, please send an email message to [email protected] with "Request for California Privacy Information" in the subject line and in the body of your message. We will provide the requested information to you in your email address in response.
Please be aware that not all information sharing is covered by the "Shine the Light" requirements and only information on covered sharing will be included in our response.
International Users
If you are accessing this Website or the Services from the European Union, Asia, or any other region with laws or regulations governing personal data collection, use, and disclosure that differ from United States laws, please be advised that through your continued use of the Website and Services, which are governed by U.S. law and this Privacy Policy as incorporated into our Terms of Service, you will be transferring your personal information into the United States and you consent to that transfer.
Intellectual Property
Proposify holds no claim / rights to the Intellectual Property that is used, and stored by our customers.
Contact Us
If you have any questions or concerns over this Privacy Policy or if you need further information regarding the access to your personal information, or how your personal information is used, you may contact us as listed below:
Attn.: Proposify Inc. PO Box 57 Main Dartmouth, NS B2Y 3Y2.
Effective Date
This Privacy Policy was last modified on the May 25, 2025.
Basic
Start free trial
Team
Start free trial
Business
Book a demo
Brand customization
Unlimited templates
All accounts allow unlimited templates.
Content library
Create and share templates, sections, and images that can be pulled into documents.
Embed images & videos
Images can be uploaded directly, videos can be embedded from external sources like YouTube, Vidyard, and Wistia
Custom domain
You can map your domain so prospects visit something like proposals.yourdomain.com and don't see "proposify" in the URL
Content authoring
Basic Team Business
Online signatures
All plans allow you to get documents legally e-signed
Interactive quoting
Allow prospects to alter the quantity or optional add-ons
Client input forms
Capture information from prospects by adding form inputs to your documents.
Document Sends
Create unlimited documents on all plans
Unlimited
Unlimited
Unlimited
Collaborator seats
Collaborators are users who only have access to specific proposals, and can edit or approve, but not create or send.
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1 collab seat included
3 collab seats included
5 collab seats included
Visibility
Basic Team Business
Notifications & metrics
Get notified by email and see when prospects are viewing your document.
PDF export
Generate a PDF from any document that matches the digital version.
Reports
Get a full exportable table of all your documents with filtering.
Integrations & API
Basic Team Business
Integrations
Integrate with popular CRMs and Zapier
Automations
Set up automations using pre-built connectors or customize using the workflow builder
Single sign-on (SSO)
Our SSO works with identity providers like Salesforce, Okta, and Azure
Salesforce integration
Use our managed package and optionally SSO so reps work right within Salesforce
$9/user/mo
Aspire integration
Import contacts and field data from Aspire into documents in Proposify
$9/user/mo
Process & control
Basic Team Business
Custom fields & variables
Create your own fields you can use internally that get replaced in custom variables within a document.
Roles & permissions
Lock down what users can and can't do by role.
Approval workflows
Create conditions that if met will trigger an approval from a manager (by deal size and discount size).
Workspaces
Great for multi-unit businesses like franchises. Enables businesses to have completely separate instances that admins can manage.
API Access
Integrate with external systems, or enhance customization, our API provides the tools you need to succeed.
Customer Success
Basic Team Business
Email & chat support
Our team is here to provide their fabulous support Monday - Thursday 8 AM - 8 PM EST and on Fridays 8 AM - 4 PM EST.
Phone & Zoom support
Sometimes the written word isn't enough and our team will hop on a call to show you how to accomplish something in Proposify.
Success manager
Your own dedicated CSM who will onboard you and meet with you periodically to ensure you're getting maximum value from Proposify.
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Premium integration support
Our team of experts can perform advanced troubleshooting and even set up zaps and automations to get the job done.
Custom template design
Our in-house designers will design an on-brand, professional proposal template to your satisfaction.
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