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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.

Description

There is a superior method for transmitting your critical strategic documents beyond just attachments or shared drives! Streamline the process of creating and sharing files—such as contracts and quotes—and eliminate the hassle of cumbersome emails and attachments while ensuring that your most sensitive documents are delivered securely. You can send and share all your files with your contacts from a centralized, organized space that keeps everything in one place. Easily manage your documents by adding, deleting, or replacing them with just a few clicks, enhancing your relationship with customers, prospects, and partners in the process. With our innovative lead scoring system powered by a predictive machine learning algorithm, you can quickly assess and qualify your contacts based on their interest levels. Additionally, utilize Tilkee's lead scoring to determine the next best action, whether automated or manual, thereby boosting your operational efficiency and increasing profitability. This approach not only simplifies document management but also fosters stronger connections with your network.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

HubSpot Marketing Hub Yes 
Salesforce Yes 
Wufoo Yes 
Zapier Yes 
APIANT Yes 
AccessOwl Yes 
Adobe Marketo Engage No 
FreshBooks Yes 
Insightly Yes 
Keap Yes 
Mailchimp No 
Microsoft Outlook No 
Olark Yes 
Pipedrive Yes 
Podio Yes 
QuickBooks Online Yes 
Retently Yes 
Xero Yes 
Zoho Books Yes 
Zoho CRM No 

Integrations

HubSpot Marketing Hub Yes 
Salesforce Yes 
Wufoo Yes 
Zapier Yes 
APIANT No 
AccessOwl No 
Adobe Marketo Engage Yes 
FreshBooks No 
Insightly No 
Keap No 
Mailchimp Yes 
Microsoft Outlook Yes 
Olark No 
Pipedrive No 
Podio No 
QuickBooks Online No 
Retently No 
Xero No 
Zoho Books No 
Zoho CRM Yes 

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 

Pricing Details

$19 per user per month
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 Yes 
iPad App Yes 
Android App Yes 
Windows Yes 
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 Yes 
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

Proposify

Founded

2012

Country

Canada

Website

www.proposify.com

Vendor Details

Company Name

Tilkee

Founded

2013

Country

France

Website

www.tilkee.com

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 

Product Features

Proposal Management

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

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