Proposify - Proposal Builder Template
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Template Name
ProposifyX - Proposal Builder & eSign Suite
Purpose
A next-gen proposal builder for freelancers, agencies, and startups, designed to make winning new work faster, smarter, and more professional. From drag-and-drop blocks to tracked signatures and view analytics, everything is built to close more deals with less hassle.
Prompt
“Build a proposal creation platform with a drag-and-drop, block-based editor (pricing tables, scope, T&Cs, etc.), autosave, live preview, and reusable content blocks. Add a built-in e-signature flow with signer roles, optional signature placement, and real-time status tracking. Include an analytics dashboard showing who viewed the proposal, when, and for how long. Allow export as PDF or a branded, shareable link.”
Preview
Homepage
New Proposal
Features
Proposal Editor:
Drag-and-drop content blocks: pricing tables, project scopes, T&Cs, custom text/images, testimonials, signature fields
Autosave and real-time live preview
Block library for reusable content (save your favorite scope/terms templates)
Branded proposal themes (colors, logo, fonts)
Inline editing—no modals or popups needed
eSignature Flow:
Assign signer roles (client, provider, legal, etc.)
Place signature and initial fields anywhere on the proposal
Track signature status: pending, signed, declined
Automated reminders for unsigned parties
Legally compliant, with audit trail per proposal
Analytics Dashboard:
See who viewed your proposal, when, and for how long
Track unique visits and engagement time per section/block
Export analytics and signed proposals as PDF or branded link
Status badges for “Sent,” “Viewed,” “Signed,” “Awaiting Signature”
Export & Sharing:
Download proposal as PDF (with branding/watermark)
Generate branded, trackable proposal links
Option to password-protect proposals or set expiration dates
Other UX Touches:
Responsive design, mobile editing support
Micro-animations for block movement, signature completion, and analytics updates
Simple onboarding flow for new users
Secure data handling and GDPR compliance
Design Notes
Block-based editor: clean, modern sidebar, easy drag targets, plenty of whitespace
Live preview with “client view” toggle
Analytics dashboard: visual charts (bar/line), status tags (color-coded)
Signature placement: intuitive drag/resize, clear role assignments
All actions are “one click” away (send, share, export)
Branded proposal links use your logo/colors for professional delivery
Troubleshooting
Signature fields not appearing: Double-check role assignments and make sure each signer has a field placed
Analytics not updating: Ensure proposal link is being opened (track only unique views), refresh analytics after sending
PDF export formatting: Use “preview” to ensure layout is correct before export; test logo/branding on dark backgrounds
Autosave not working: Check browser compatibility; recommend Chrome/Safari for best results
Live preview slow: Large proposals may lag. use block collapsing or split view for longer docs
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Posted Jun 1, 2025
A next-gen proposal builder for freelancers, agencies, and startups. designed to make winning new work faster, smarter, and more professional.
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