Proposify
Proposal ops for real sales teams — sell the $2,500-$5,000 process install
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What Proposify is
Proposify is proposal software aimed at sales teams that need control: locked templates, content libraries, approval workflows, and pipeline-level proposal analytics. It sits between lightweight tools like Better Proposals and full CPQ platforms. The right platform when your client has multiple reps sending proposals and no consistency between them.
Key features
- Locked, brand-controlled proposal templates
- Content library with reusable sections, fees, and case studies
- Approval workflows and user roles for multi-rep teams
- E-signatures plus client input forms
- CRM integrations: HubSpot, Salesforce, Pipedrive
- Proposal analytics across the whole team's pipeline
💰 Sell it as a service
The offer
Proposal ops install for SMB sales teams (3-15 reps): standardized templates, an approved content library, and workflows so every rep sends the same on-brand, pre-approved proposal.
What to charge
$2,500-$5,000 per install depending on team size, plus optional $500/mo for content library upkeep and reporting. Anchor to rep hours wasted rebuilding proposals and deals lost to ugly ones.
How it gets delivered
Interview the sales lead, consolidate their best proposals into 2-3 master templates, load the content library, set roles and approvals, connect the CRM, train reps live. 2-3 weeks per client.
This is one offer. AI Operator Academy is where operators build the full stack — packaging, pricing, fulfillment, and a peer group selling the same services. $999/yr.
Related tools
PandaDoc
Proposals, e-sign, and payments in one — the backbone of a $2,500 proposal system install
From $19/user/mo (billed annually)
Qwilr
Proposals as interactive web pages — premium positioning for $1,500+ template builds
From $35/user/mo (billed annually)
Better Proposals
The cheapest serious proposal tool — install it for freelancer clients at $1,000 a pop
From $13/user/mo (billed annually)
HubSpot
The free-to-start CRM every SMB knows — and pays consultants to set up right
From $15/seat/mo (annual billing)
Ready to build with Proposify?
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