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Description

Protect your documents with PDF tracking. This allows you to track who, when, and how many people are viewing your PDFs. HelpRange can be used to generate leads so that your documents could become lead magnets. HelpRange makes it easier for sales analysts, content creators, marketing teams, and others to be more secure, efficient, and effective. Ask users about their email address before they view your document (lead magnets). Keep track of how long and which pages were read. Only one person can view your PDF at a time. Secure your PDF with end-to-end encryption

Description

Proposify is an online proposal software that allows you to control and monitor the most important stage in your sales process. The close. You can be confident and flexible in all aspects of deal design and sign-off. Make sales documents that are consistent and error-free. Get the insights you need to scale your process, make timely contacts, and forecast accurately. Your customers and prospects will enjoy a seamless sign-off experience The features include an easy-to-use design editor, electronic signatures and CRM integrations. Data-driven insights, interactive pricing and content management are just a few of the many options.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

APIANT No 
AccessOwl No 
Formstack Documents No 
Harvest No 
HubSpot CRM No 
HubSpot Customer Platform No 
HubSpot Marketing Hub No 
Keap No 
Olark No 
Pipedrive No 
Podio No 
QuickBooks Online No 
Salesforce No 
Stackreaction No 
Stripe No 
Wufoo No 
Xero No 
Zapier No 
Zoho Books No 
servis.ai No 

Integrations

APIANT Yes 
AccessOwl Yes 
Formstack Documents Yes 
Harvest Yes 
HubSpot CRM Yes 
HubSpot Customer Platform Yes 
HubSpot Marketing Hub Yes 
Keap Yes 
Olark Yes 
Pipedrive Yes 
Podio Yes 
QuickBooks Online Yes 
Salesforce Yes 
Stackreaction Yes 
Stripe Yes 
Wufoo Yes 
Xero Yes 
Zapier Yes 
Zoho Books Yes 
servis.ai Yes 

Pricing Details

$25 per month
Free Trial No 
Free Version No 

Pricing Details

$35/month
- 5 Active Documents
Team Plan $49.00/month
Great for growing sales teams. Billed quarterly or annually.
- Unlimited Documents
- Standard Integrations
- Custom Fields & Variables
- Client Input Forms
- PDF Downloads
- White Labelling
- Chat Support

Business Plan $590.00/month
Perfect for teams of 10 or more. Billed annually. - 10+ Users
- Salesforce Integration
- Approval Workflow
- User Roles & Permissions
- Unassigned Signatures
- Premium Support
- Onboarding Services
Free Trial Yes 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs No 
Webinars No 
Live Training (Online) Yes 
In Person No 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) Yes 
In Person No 

Vendor Details

Company Name

HelpRange

Country

Poland

Website

www.helprange.com

Vendor Details

Company Name

Proposify

Founded

2012

Country

Canada

Website

www.proposify.com

Product Features

Document Control

Archiving & Retention No 
Automated Routing No 
Change Management No 
Compliance Management No 
Electronic Signature No 
Escalation Management No 
Periodic Review No 
Version Control No 

Document Management

Access Controls No 
Archiving & Retention No 
Collaboration Tools Yes 
Compliance Tracking No 
Document Archiving Yes 
Document Assembly No 
Document Capture No 
Document Conversion Yes 
Document Delivery Yes 
Document Indexing No 
Document Retention Yes 
Electronic Signature No 
Email Management No 
File Recovery No 
File Type Conversion No 
Forms Management No 
Full Text Search No 
Offline Access No 
Optical Character Recognition No 
Print Management No 
Version Control No 

Sales Content Management

Audio / Video Recording No 
Audio File Management No 
Branded Sales Content Yes 
Centralized Sales Content Repository No 
Collaboration Tools Yes 
Content Recommendations No 
Email Management No 
Engagement Analytics Yes 
Interaction Tracking No 
Personalization No 
Sales Partner Management No 
Sales Training / Onboarding No 
Video File Management No 

Sales Engagement

CRM Integration No 
Call Scripts / Call Steps No 
Email Sequences No 
Email Tracking / Automation No 
Lead Management Yes 
Reporting / Analytics No 
Sales / Voice Dialer No 
Sales Automation No 
Search No 
Task Management No 
Templates No 
Workflow Management No 

Product Features

Proposal Management

Automatic Formatting Yes 
Calendar Management No 
Collaboration Yes 
Contact Management Yes 
Content Repository Yes 
Document Management Yes 
Electronic Signature Yes 
Knowledge Library Yes 
Pipeline Management Yes 
RFP Management No 
Requirements Management No 
Revision Management Yes 
Task Management No 
Templates Yes 
Version Control Yes 

RFP

Bid Management No 
Collaboration No 
Content Management No 
Data Import / Export No 
Due Date Tracking No 
Knowledge Library No 
Progress Tracking No 
RFP Creation No 
RFP Responding No 
Requirements Management No 
Task Management No 
Templates No 
Vendor Management No 

Sales Content Management

Audio / Video Recording No 
Audio File Management No 
Branded Sales Content No 
Centralized Sales Content Repository No 
Collaboration Tools No 
Content Recommendations No 
Email Management No 
Engagement Analytics No 
Interaction Tracking No 
Personalization No 
Sales Partner Management No 
Sales Training / Onboarding No 
Video File Management No 

Alternatives

Alternatives