Proposify is built to help sales teams send proposals and get signatures over the line.
But modern B2B sales rarely move in a straight line. You need to win attention earlier, build belief over time, and turn interest into action.
You need a platform that supports the entire funnel - from outreach to close - with interactive storytelling, conversion tools, and automation at scale.
You need…
Built for genuinely interactive experiences, with components like clickable tabs, embedded content, and guided layouts that keep attention moving
Turns passive reading into participation, using interactive blocks that feel closer to a microsite
Proven to boost average reading time by 41% and engagement by 21% compared to static decks
Interactivity is mostly limited to functional proposal elements like videos, pricing tables, and e-signature flows
Templates still behave like static documents delivered online, with little room for exploration or guided engagement
Beyond a few interactive blocks, the experience feels closer to a dressed-up PDF than a truly interactive sales asset
Built with conversion in mind: CTAs, embedded calendars, forms, and sign-offs can live directly inside the deck
Helps convert leads across the journey - from booking a meeting to taking action inside the deck, not just approving a final doc
Built for async selling, where the content does the persuading even when you’re not in the room
Very effective at proposal-stage conversion, with a clear acceptance path, signatures, and structured pricing built for closing
Smart pricing tables reduce friction during negotiation and remove the need for back-and-forth spreadsheets
Designed for closing ready buyers, but offers little support for nurturing interest or influencing decisions earlier in the sales journey
Uses scroll-based storytelling with elements like narrator slides to reveal detail gradually, instead of overwhelming the reader all at once
Feels more like a guided web page, which makes longer sales stories much easier to follow
Designed around narrative flow for async sales and marketing, not just stacking proposal sections on a page
Proposals are web-based and scrollable, but still structured like traditional proposal sections
Lacks built-in storytelling mechanics that actively guide attention through the content
Can feel like a dressed-up static document, especially when templates are more text-heavy
Built to create and reuse content across the funnel: sales decks, proposals, reports, one-pagers, and more
Keeps your narrative consistent by reusing blocks and structure across different stages and assets
Proven to boost conversions at every funnel stage
Purpose-built for proposals, quotes, contracts, and signatures
You’ll still need other tools for top-of-funnel and discovery content, which makes consistency harder to maintain
Creates blind spots between early-stage engagement and closing-stage content
Lets you feed in existing materials - documents, decks, websites, brand voice files, and more - and turns them into a structured, on-brand deck
You can start with a simple prompt, then adjust individual slides or sections using the built-in assistant, all without breaking your flow
AI is tightly integrated with business-ready templates and interactive components, so the output is immediately usable
Their AI proposal generator is marked as currently being reworked, so you can’t rely on it as a stable in-product capability right now
Even when available, it’s scoped to proposals/templates - not a system for generating full-funnel interactive sales content
In practice, teams still need to do the heavy lifting on structure, narrative, and layout inside the editor
Lets buyers interact with data directly, with hover-over descriptions, instead of viewing static charts or screenshots
Helps you explain value and impact throughout the deck, not just in the pricing section
Uses interactive elements to break down dense stats so they’re easier to understand in context
Smart pricing tables let buyers edit packages and immediately see how totals change, which works well during negotiation
Interactive elements are centred around quoting, not explaining data or impact through visuals
Effective for comparing pricing options, but limited when it comes to presenting or exploring data beyond the quote itself
Shows exactly who viewed each slide, how they interacted with it, and where interest dropped off
Real-time alerts notify reps the moment a prospect engages, so follow-ups happen while intent is high
Engagement data feeds into your CRM and analytics stack, making it easy to trigger the right next step automatically
Tracks key proposal engagement signals like views, time spent, viewing order, and activity timelines to support timely follow-up
Provides clear visibility into proposal-stage behavior, including when a document is opened, revisited, or shared
Still centered on proposal engagement, not full-funnel content optimization
Fully responsive templates keep the experience clean on any device, which matters when decision-makers view on mobile
Interactive layouts (like tabs) reduce scrolling fatigue and make long content easier to consume on phones
Built and optimized for modern mobile-first consumption
Proposify has historically needed zooming and pinching for smaller screens, which is frustrating for mobile users
The option to import PDFs into decks creates static image sections, which can feel especially clunky on mobile
Works for reviewing and signing, but doesn’t feel built for mobile-first outreach and interactive storytelling
Enterprise-grade security with ISO 27001 certification and SSO/SAML supports org-wide rollout and compliance needs
Team-ready system for reusable templates, real-time collaboration, and consistent brand execution at scale
Integrations and automation reduce manual work for reps, so adoption is easier in real sales workflows
Provides collaborator seats and shared content libraries so multiple people can work on proposals and reuse approved sections
Security is strong for SMB needs (data encryption, basic access controls), but does not present enterprise-grade certifications or governance
Collaboration is limited to proposal ops - teams still rely on other tools for discovery materials and early-stage content, which can fragment workflows
Native CRM integrations let you auto-personalize decks directly from CRM data in a single click
Supports bulk send with no recipient limits, which is a huge time-saver for mass outreach
Adding personalization results in 68% more full reads, 41% boost in reading time, and makes decks 2.3x more likely to be shared internally
Integrates via Zapier and offers a range of native integrations
The ecosystem is strong for proposal ops, but less geared to full-funnel personalization as a single system
You’ll still need other tools for top-of-funnel content, which makes it harder to keep personalization consistent across the entire journey
Do you want to send standard proposals and get signatures over the line?
Or do you want a solution your sales team can use to win attention earlier and turn engagement into momentum long before the proposal stage?
Proposify helps you finish the deal.
Storydoc helps you create the conditions to win it.
It’s time to turn sales content into an experience that actually moves deals forward.
