Win more clients with Proposaly

Streamline and automate your sales process by integrating presentations, proposal creation, legal agreements, payments, and project updates into one platform.
GET EARLY ACCESS

See how customizable proposals can be
tailored to fit your unique business needs

Marketing
Agencies

Software
Development

Constructors

Architectural
Design

Health &
Wellness

Event
Planning

Financial
Firms

Your Business!

Use Proposaly for

  • Tailored Proposals
  • Client Portal
  • Legal agreements
  • Agreements & E-Signatures
  • Online payments
  • Project updates
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Create visually rich proposals, tailored for your prospects' needs, in minutes

Create and send captivating business proposals that turn leads into deals—no design skills needed, just a few simple steps.

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Provide each client with a personalized proposal portal

Impress clients with a dedicated online space to view, comment on, and approve proposals—streamlining collaboration and speeding up decisions.

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Combine all crucial documents into one legally binding agreement

Ensure nothing slips through the cracks—Proposaly merges every detail into a secure, envelope agreement.

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Simplify your agreement process and streamline signatures

Gain complete oversight of signature protocols while reducing friction and speeding up your workflow.

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Collect secure payments directly through your proposals

Offer clients a seamless checkout experience and accelerate revenue—no extra steps needed.

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Effortlessly track every update so you can focus on what matters most

Proposaly’s intuitive interface delivers real-time updates at a glance—eliminate the hassle of manual data gathering.

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Traditional sales.
Redefined.

Say goodbye to inefficient sales processes with endless manual
steps. Proposaly streamlines everything—presentations, proposals,
agreements, payments, and updates—into a stunning client portal.

Proposaly – The Future of
Client Interaction

Go beyond client management (CRM) – streamline and

automate your sales processes for faster deal closures

and stronger relationships (SRM).

Faster Deal
Closures

Streamline workflows to save time and boost efficiency.

Increased Revenue
Opportunities

Drive higher revenue with built-in upgrade options and integrated tipping.

Standardized Brand
Communication

Ensure consistent messaging across the entire sales cycle.

Centralized Sales
Management

Easily track, manage, and oversee sales status in one place.

Helping businesses
like yours
close more
deals, daily.

"We introduced the team to the Proposaly in just 15 minutes, enabling them to use it during sales pitches. Convincing our company to adopt this product was a no-brainer."

Peter Johnson

CEO, Roofing Solutions

Join the Proposaly beta and start
closing more deals today

Join the companies that are already closing more deals with the Proposaly Beta.

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