Streamline Proposal Approvals with Proposaly: One Workflow, One Click

The Hidden Cost of a Broken Approval Process

Slow approvals don’t just frustrate your team – they silently drain your pipeline. Every time a proposal sits unread in someone’s inbox or gets bounced between departments for “one last review,” you’re losing momentum. And worst of all, you’re left guessing what’s holding things up. In high-stakes environments like SaaS sales, client services, and agency work, delays aren’t just inconvenient-they’re expensive.

Here’s what those delays usually look like:

Centralized Internal Collaboration
Proposaly replaces scattered email threads and Slack messages with one shared workspace. Internal reviewers can comment, suggest edits, and approve proposals in real time ensuring feedback is aligned and nothing gets missed.

Automated Approval Workflows
No more manual nudging. Proposaly lets you assign approval roles and sends automated notifications and reminders to keep proposals moving forward – without constant follow-up.

Built-In Version Control
Everyone works off the same version, always. Proposaly automatically tracks changes and saves the latest draft, so version confusion is a thing of the past.

Live Approval Tracking
Know exactly where every proposal stands. Track views, comments, signatures, and hold-ups from a single dashboard, giving your team visibility and control at every stage.

Integrated Invoicing and Payments
Turn approved proposals into invoices instantly using customizable invoice templates. Clients can pay directly through secure payment gateways using flexible terms: single, milestone, or installment.

These bottlenecks might seem small, but stacked together, they create serious drag on your growth.

That’s why Proposaly was built to remove them.

Why Proposaly Works for Sales Teams and Service Pros

If you’re sending proposals for business, whether you’re in SaaS sales, consulting, or client services, Proposaly gives you everything you need to move faster, present better, and close with confidence.

You can centralize your entire workflow, from drafting and internal reviews to client approvals, e-signatures, and payment, all in one intuitive platform. No more bouncing between tools or chasing updates.

You can collect legally binding digital signatures right inside your proposal, without needing extra software. Clients can review, sign, and pay – all from a single branded experience.

You can customize every proposal to reflect your brand and speak directly to your ideal customer profile. From interactive add-ons to flexible pricing options, Proposaly helps you tailor each offer to fit the client and handle objections before they happen.

The result? Proposals that look professional, move faster, and close stronger.

Internal Approval from Multiple Managers

For many businesses, especially in SaaS sales or services, proposals need buy-in from different internal stakeholders – legal, finance, product, or leadership. Without structure, this means lost time and chaos.

Proposaly’s Solution: Streamlined Internal Workflows

• Centralized dashboard for assigning and tracking internal approvals
  
  
• Role-based permissions to route the right proposals to the right people
  
  
• In-platform comments and version control to keep feedback organized
  
  
• Built-in electronic signature tools so teams can finalize in one click
  
  

No more “final_v7.pdf” emailed at 10 p.m. Just one secure place where proposals move forward-fast.