Contract management built for modern sales teams

Don’t let messy contract management derail your deal. Proposify provides straightforward solutions for simplifying your sales contract workflows so your team can get contract docs sent and signed faster.

Custom Fields & Variables

When there’s no room for errors

Nothing kills effective contract management faster than errors. So save your team from making costly mistakes with custom fields and variables that automatically populate sales contracts with important information, such as prospect and company names, removing risk from the most finicky parts of your process.

connect your proposals to your crm
Roles & Permissions

Maintain control with roles and permissions

Keep your team organized and your contract management consistent with easy-to-use contract approval workflows. Lock down editing and sending privileges with user roles and permissions and individually manage the assets each team member can access. Give everyone on your team the tools to get sales contracts out quickly while reducing the risk of losing a deal due to unapproved changes.

proposal roles and permissions

Build a repeatable contract management process

Make sure your contract management is consistent (and consistently repeatable) with templates that your team can re-use to secure partnership agreements, NDAs, and sales contracts out in just a few clicks. Our content library makes it easy to store images, pricing tables, and snippets from past contracts that reps can access and drop into the document.

Commercial Leasing Agreement

Employment Contract

Partnership Agreement

Project Contract

Statement of Work

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World-class security for world-class contract management

Our world-class security protocols keep you and your prospect’s most sensitive information protected with 256-bit, bank-grade encryption, and one-way password encryption. All our services are isolated inside a Virtual Private Cloud, and we perform daily, off-site backups.

Encrypted Links

Contracts are sent using secure encrypted links. We never disclose your information to third parties.

Daily Backups

Your contract data is kept safe and secure with daily, offsite backups.

Legally Binding

Our contract e-signatures are binding and comply with the world’s strictest laws.


Integrate contracts with Salesforce and other business software

Integrate with Salesforce and other CRMs to create and manage sales contracts without ever leaving the platform. Sync data from your CRM to Proposify to automatically populate contracts with info from opportunities. Then track deal stage, value, and changes from the opportunity view. Enhance your contract management even further by linking Proposify to your team’s accounting software.

integrate your crm and payments into your proposals
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It’s about more than just proposals—it’s about world domination.

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