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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 Schedule 1 – Approved Sub-Processors Last updated on May 27, 2025. Infrastructure Sub-Processors Proposify uses the third party listed below to host our customer data and to provide specific functionality within our services. Name Description Entity Country Location of Data Processing Amazon AWS Cloud hosting provider Business Intelligence, analytics, and reporting United States United States Service Specific Sub-Processors Proposify engages third parties to carry out data-processing activities and provide specific functionality within our services. These organizations are identified below with their locations and the types of service they provide to Proposify. Vendor Description of Service Entity Country Location of Data Processing ZenDesk Customer Support Portal United States United States Maxio Billing System United States United States ChartMogul Subscription Analytics Platform Germany Ireland Stripe Payment Processor United States United States HubSpot Marketing Automation Platform & Cloud-based CRM Services United States United States Zapier Cloud-based Data Connection Services United States United States PostMark Cloud-based Email Notification Services United States United States Mode Analytics Data Warehouse Services United States United States DataDog Observability Platform United States United States Vitally Customer Success Platform United States United States Prismatic Embedded iPaaS Integration Platform United States United States Rudderstack Customer Data Platform United States United States Mixpanel User Analytics Software United States United States Launch Darkly Feature Management Platform United States United States Google Tag Manager Tag Management System United States United States ChiliPiper Demand Conversion Platform United States United States 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