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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. Solutions USE CASES Proposals Quotes eSignatures Contracts INDUSTRIES Consultants Landscaping Janitorial Construction See more > ROLES Sales Marketing Operations Templates Pricing Resources LEARN Case Studies Demo Center Webinars Blog Videos Newsletter See more > SUPPORT Knowledge base Getting started guide Product updates Security Professional Services Contact support Log in Sign Up Free Book a demo Security Here at Proposify, we understand how critical it is to protect your data and documents. Our team is dedicated to keeping them safe through continuous compliance efforts, ongoing audits, and 24/7 system monitoring to ensure we meet and exceed industry standards. GDPR Proposify is committed to protecting our client’s data and privacy. That is why we maintain our GDPR compliance and enable our customers to set their own compliance preferences as a controller. We take a holistic approach to ensure sensitive data is gathered and protected under these strict conditions. Proposify combines enterprise-level security features with comprehensive audits and has team members dedicated to compliance and data protection. Our Terms of Use, Privacy Policy, and Data Processing Addendum are reflective of our GDPR commitment. SOC2 Proposify is SOC2 Type 2 certified to reflect our long-standing commitment to security. We have been audited against the AICPA Trust Services Criteria for Security, Availability, and Confidentiality. Amazon Web Services is used for cloud hosting which upholds the highest security standards and makes significant investments to protect customers. The certification effort was completed by the professional and independent third-party audit firm, 360 Advanced, Inc. We are happy to provide a report upon request. Please reach out to [email protected] for further information and to access your copy of the report. PCI-DSS Proposify uses Stripe to process payments. Stripe has been audited by a PCI-certified auditor and is certified to PCI Service Provider Level 1. This is the most rigorous level of certification available in the industry. E-Signatures Proposify’s built-in electronic signature tool is legally binding, backed by world-class security, and compliant with the strict guidelines outlined in the Uniform Electronic Transactions Act (UETA, 1999), the Electronic Signatures in Global and National Commerce Act (ESIGN, 2000), and eIDAS (Regulation 910/2014/EC). In order to meet these important industry standards, we authenticate signors and provide an audit trail associated with the document and each signature by: Recording the IP address of the signing parties and the date/time it was signed. Offering both parties electronic copies of the signed document and keeping them stored on our servers. Locking down the document from being modified after it has been signed to honor the information agreed upon at the time of signing. Uptime Proposify has an uptime of 99.9 % or higher. If you wish to check the system status at any time, please visit https://status.proposify.com/ and subscribe for updates. Should our systems require maintenance or a short downtime, clients will be provided with ample notice. Data Security Servers All our services are hardened using industry best practices and updated regularly with the latest security patches. Our service is isolated inside a Virtual Private Cloud and has been built with disaster recovery in mind. Storage All customer data is stored in Northern Virginia, USA. We do not have individual datastores for each customer. However, strict privacy controls exist in our application code to ensure data privacy and prevent a customer from accessing another customer’s data. We have several unit and integration tests in place to ensure these privacy controls work as expected. These tests are run every time our codebase is updated and even one single test failing will prevent new code from being shipped to production. Employee Access Access to our hosting provider is secured with 2FA and employees are only given access to the environments they work with. System Monitoring All systems are actively monitored to ensure uptime and performance metrics. Backups/Infrastructure All critical systems are backed up nightly and stored off-site. Backups are tested and verified on a monthly basis. Data Transfer All data sent to or from Proposify is encrypted using 256-bit bank-grade encryption (SHA-256 with RSA Encryption). Our API and application endpoints are TLS/SSL only. Authentication Passwords are encrypted one way, we cannot decrypt them. Using your Proposify account can only be done over HTTPS. Client previews are available over HTTP if you choose to use a custom domain. Reporting Issues Send all reports directly to [email protected], and we will get back to you as soon as we can. 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. info 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. info 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. info Learn more Learn more Learn more Subscribe via email