Business Practices

5 Reasons Why You Should Use Proposify for Service Proposals

Many entrepreneurs and business owners choose to use a software called Proposify for the simplicity of sending and tracking different proposals, contracts, and agreements for their business.

In this article, I’m going to explain 5 reasons why you should use Proposify for your business. By the end, you will have a good idea of what this software can do for you in your business.

Here are 5 reasons why this should be a tool you use:

Proposal automation saves time.
Quotes help you close more deals.
Contract automation software keeps contracts moving.
E-signature software simplifies sending sales documents.
It’s affordable for any business.

#1 – Proposal Automation Saves Time

Can you imagine speeding up sales, getting more business and saving time?

That’s exactly what the proposal automation does for you.

You no longer have to manually enter each and every proposal that lands in your inbox or on your desk.

By using Zapier or your CRM, you can automate importing your clients’ information into Proposify.

There is also a content library with ready-to-go content that you can access when you need to put together a proposal quickly.

Notifications and reminders help you stay on top of your sales. Proposify sends you notifications when a client opens or signs a document. You can also send reminders to those who haven’t signed their deals yet.

Another benefit to the proposal automation feature is you can integrate Stripe right into your proposals in order to request payment immediately to bypass the headache of trying to get your client to pay the invoice later.

There is a feature called the streams feature in Proposify that allows you to organize everything. From your estimates to signing contracts and more, you’ll know exactly where you stand with any given document.

#2 – Quotes Help You Close More Deals

Proposify quoting software helps you give quotes to your clients in an easy and professional way. This software allows them to see their options, ask questions in real-time, and choose the service that best fits their needs.

As stated before, you can also get notifications when your client receives, opens, signs a quote and can notify clients automatically to remind them of pending deals.

There are also customizable quote templates that you can use to easily create a quote for your clients. This saves hours of work on your part.

You can also integrate your favorite software with Proposify to simplify the work. Some of the software that can be integrated is Hubspot, Salesforce, Zoho, Insightly, Quickbooks, Freshbooks, and more.

#3 – Contract Automation Software Keeps Contracts Moving

The last thing any business owner wants is to make costly errors by not having contracts flow as quickly as they need to.

The contract automation software helps you take control of your contract so you don’t make those costly mistakes.

Within the contracts, there are custom fields and variables that you can use to fill in often used information, like dates and client names and company names. This helps save time by avoiding rewriting everything every time you need a new contract.

And with Proposify, you can limit access to editing of the contracts so that unapproved changes don’t take place and turn everything upside down.

As mentioned before, Proposify has a content library of images, pricing tables, and contracts. You are also able to easily save these to reuse later on.

You also don’t need to worry about the security of your data and documents. Proposify sends documents using secure encrypted links. They also do daily off-site backups and their e-signatures are legally binding. So you are completely protected.

#4 – E-Signature Software Simplifies Sending Sales Documents

The contract means nothing without the signature. But with Proposify, e-signing is hassle free.

You can sign from anywhere and from any device. Clients and their teams can digitally sign contracts in seconds and can sign with both signatures and initials.

There is also great support to help you and your clients with any questions or concerns and helps fix any hiccups you may encounter.

And as stated before, Proposify’s Stripe integration allows you to get paid directly from your documents as soon as your client signs off. It doesn’t get simpler than that.

#5 – Proposify Pricing Is Affordable

You may be thinking this sounds great, but how much is this going to cost. There are 3 plans to choose from: the Tall plan, the Grande plan, and the Venti plan.

The Tall plan costs $19 per user per month and there’s a maximum of 3 users per account.

The Grande plan costs $49 per user per month and is billed quarterly.

The Venti plan is for sales teams of 10 or more. The price is not listed because you need to get in touch with the company for a quote.

If you’re needing to have contracts and documents signed by clients, Proposify is a great option to meet that need in your business. It has many benefits, some of which have been explained in this article.

With Proposify, proposal automation saves you time, quotes help you close more deals, contract automation software keeps contracts moving, the e-signature software simplifies sending documents, and the price is affordable for any business owner.

You can’t go wrong using Proposify.

Click here to sign up for Proposify today.

Kaizen Sigma, LLC

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