Documents & e-sign
From a booked meeting to a signed Proposify document.
Proposify is proposal software with templates, pricing tables and e-signature. The meeting is where the decision happens. What follows it — the proposal, the agreement, the signature — should start from that meeting, not from a reminder to yourself.
What is switched on depends on your plan and industry pack. Ask us to confirm before you build a process on it.
- 1Meeting completed
- 2Proposify document sent
- 3Signing slot booked
Illustrative flow, not a screenshot of a connected account.
What Proposify brings to your booking workflow
The follow-up has a trigger
A completed appointment is the moment to send the Proposify document, not a note in somebody's head.
Context carried across
What was discussed and agreed at the booking travels into the document instead of being retyped.
Signature and calendar in one story
The meeting, the document and the signing appointment all point at the same deal.
How it works
Three steps to a connection you can trust. Follow the screens in your own account for the exact wording.
- 1
Decide the trigger
Which booking types should produce a document, and at which point.
- 2
Prepare the template
Keep the Proposify template ready with the fields the booking can fill.
- 3
Run one deal
Take a real meeting through to a sent document and a signing slot.
Where Proposify sits in the catalogue
Proposify is one of the connectors a particular kind of business layers on top of the core stack.
Browse the full catalogueWhere this connection helps
Manufacturing & distribution
The ERP, the couriers and the B2B lead portals are what change on top of the core. Proposify belongs to that stack, and udaybooking books the appointments it produces.
Event management
Ticketing for the leads, proposal and contract tools for the booking, and an advance taken up front. Proposify belongs to that stack, and udaybooking books the appointments it produces.
Proposify questions
Does udaybooking sign the document?
No. Proposify does the signing. udaybooking schedules the meetings around it and triggers the handoff.
Can we book a signing appointment?
Yes — a short booking type for the signing itself works well for high-value agreements.
Is Proposify available on my plan?
Proposify is in udaybooking's connector catalogue, and what is switched on depends on your plan and the industry pack you run. Ask us to confirm it for your account before you build a process around it.
Start scheduling with Proposify.
Set up your booking page, connect what you already use, and let people pick a time that works.