List of Proposify Proposal Software Customers
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Since 2010, our global team of researchers has been studying Proposify Proposal Software customers around the world, aggregating massive amounts of data points that form the basis of our forecast assumptions and perhaps the rise and fall of certain vendors and their products on a quarterly basis.
Each quarter our research team identifies companies that have purchased Proposify Proposal Software for Sales Analytics from public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources, including the customer size, industry, location, implementation status, partner involvement, LOB Key Stakeholders and related IT decision-makers contact details.
Companies using Proposify Proposal Software for Sales Analytics include: George Fern Co, a United States based Professional Services organisation with 198 employees and revenues of $20.0 million, iTacit, a Canada based Professional Services organisation with 30 employees and revenues of $4.0 million, Jan-Pro Cleaning Systems, a United States based Professional Services organisation with 10 employees and revenues of $2.0 million and many others.
Contact us if you need a completed and verified list of companies using Proposify Proposal Software, including the breakdown by industry (21 Verticals), Geography (Region, Country, State, City), Company Size (Revenue, Employees, Asset) and related IT Decision Makers, Key Stakeholders, business and technology executives responsible for the software purchases.
The Proposify Proposal Software customer wins are being incorporated in our Enterprise Applications Buyer Insight and Technographics Customer Database which has over 100 data fields that detail company usage of software systems and their digital transformation initiatives. Apps Run The World wants to become your No. 1 technographic data source!
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| Logo | Customer | Industry | Empl. | Revenue | Country | Vendor | Application | Category | When | SI | Insight |
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George Fern Co | Professional Services | 198 | $20M | United States | Proposify | Proposify Proposal Software | Sales Analytics | 2015 | n/a |
In December 2015, George Fern Co implemented Proposify Proposal Software to standardize and scale proposal management across its North American event services operations. The deployment centralized proposal creation and version control to support consistent offers across multiple branch offices and event sites.
Configuration emphasized centralized templates, configurable approval workflows, and embedded proposal analytics consistent with Sales Analytics capabilities, with Proposify Proposal Software providing proposal-level performance dashboards and content controls. Implementation included template standardization, role-based access for sales and operations teams, and automation of proposal delivery and tracking.
The Proposify deployment integrated with Salesforce to surface proposal activities within the CRM, improving sales visibility and enabling branch-level close rate analysis. Operational scope covered the company's North American event services organization, with the system feeding opportunity and proposal data into sales pipelines tracked by regional and branch sales teams.
Governance shifted to centralized proposal ownership and standardized processes, which supported a staged rollout across branches starting in December 2015. Since implementing Proposify Proposal Software Fern reports over 200 percent organizational growth, a 35 to 40 percent increase in close rates, and a 75 to 80 percent reduction in people working on proposals.
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iTacit | Professional Services | 30 | $4M | Canada | Proposify | Proposify Proposal Software | Sales Analytics | 2023 | n/a |
In 2023, iTacit implemented Proposify Proposal Software. The deployment is exposed on the company website and is classified in the Sales Analytics application category, serving the organisation's sales and client facing proposal processes.
Proposify Proposal Software was configured to support core proposal lifecycle functions typical of Sales Analytics applications, including proposal authoring, template management, pricing tables, a centralized content library, online signature workflows, and analytics reporting for proposal performance. Configuration work focused on standardizing templates, automating proposal assembly, and enabling basic approval routing to align proposal outputs with professional services delivery.
The implementation follows a cloud hosted SaaS architecture and is managed internally given the company size, with operational coverage across sales and account management teams. Governance controls emphasized template version control and approval gates, and the rollout was staged via the website to bring proposal assets under a single managed platform.
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Jan-Pro Cleaning Systems | Professional Services | 10 | $2M | United States | Proposify | Proposify Proposal Software | Sales Analytics | 2020 | n/a |
In 2020, Jan-Pro Cleaning Systems' Raleigh development office implemented Proposify Proposal Software to move franchise awarding, client proposals, and onboarding online. This deployment is categorized as Sales Analytics and targeted sales operations and franchise administration across US and international franchises.
The Proposify Proposal Software implementation centralized proposal creation and management, embedding e-signature workflows, sales tracking, and proposal analytics to standardize the quote-to-sign lifecycle. Configuration emphasized template-driven proposals, analytics dashboards for proposal performance, and digital onboarding documentation to automate manual handoffs and accelerate sales rep follow-up.
Operational scope encompassed franchise awarding processes, field sales representatives, and onboarding teams originating from the Raleigh office with rollout extending to US and international franchise locations. The move shifted governance toward digital approval and onboarding workflows, and it reduced in-person return visits, enabled same-day signings, and increased representative productivity and close rates.
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