How to Migrate from Proposify to AgencyPro
A 1-2 week migration playbook for agencies tired of stitching Proposify to the rest of their stack. Consolidate proposals, projects, invoicing, and retainers into one platform.
Why agencies switch from Proposify
Proposify is proposals-only
Proposify does one thing well. But agencies need the entire pipeline: proposal, project kickoff, timesheets, invoicing, retainer tracking. Every handoff between Proposify and another tool is a place data goes missing.
Expensive for limited scope
Proposify's per-seat pricing adds up quickly when every account executive, designer, and PM needs access. AgencyPro bundles proposals with everything else at a single flat price.
No project or retainer management
Once a Proposify proposal is signed, the work disappears into another platform. AgencyPro turns signed proposals directly into live projects, retainer schedules, and invoice plans.
Poor client portal integration
Clients see Proposify only at signing. With AgencyPro, the same portal hosts proposals, contracts, deliverables, invoices, and messages, giving clients one professional branded experience.
Migration timeline
Week 1: Templates and setup
- Days 1-2: Audit Proposify template library and export signed PDFs
- Days 3-4: Set up AgencyPro workspace and branding
- Days 5-7: Rebuild top 3-5 proposal templates
Week 2: Integration and cutover
- Days 8-10: Import clients, wire proposal-to-project-to-invoice workflow
- Days 11-12: Train sales team, send first proposal from AgencyPro
- Days 13-14: Close out in-flight Proposify proposals, cancel subscription
Step-by-step migration process
- 1
Audit your Proposify template library
List every active template. Most agencies use only 3-5 regularly. Identify those winners and plan to rebuild them first.
- 2
Export signed proposals and content library
Download all signed proposal PDFs for record-keeping. Export your Proposify content library as a reference when rebuilding templates.
- 3
Create AgencyPro workspace and branding
Set up your AgencyPro account, custom domain, brand fonts, colors, and logo. This ensures rebuilt proposals feel on-brand from day one.
- 4
Rebuild top proposal templates in AgencyPro
Use AgencyPro's drag-and-drop proposal builder to recreate your most-used templates. Focus on pricing tables, scope sections, and signature blocks. Reuse content snippets to speed up future proposals.
- 5
Import clients and contacts
Bulk import client contacts from Proposify or your CRM. Map fields like company name, primary contact, and billing address.
- 6
Configure proposal-to-project workflow
Set up AgencyPro so accepted proposals automatically create projects with tasks and milestones. This eliminates the handoff that used to happen between Proposify and your PM tool.
- 7
Connect billing and retainers
Wire up AgencyPro's invoicing so scoped work becomes scheduled invoices. Retainer clients get automated billing cycles with usage tracking.
- 8
Train the sales team and cut over
Run a 30-minute training for account executives on sending proposals from AgencyPro. Let existing Proposify proposals close in Proposify, but send every new one from AgencyPro.
What data you can migrate
Common migration challenges
Challenge: Rebuilding custom pricing tables
Proposify pricing tables don't export. Solution: screenshot each active pricing table and rebuild in AgencyPro using its pricing block, which also supports recurring and one-time line items.
Challenge: In-flight proposals during cutover
Never move an open proposal mid-flight. Solution: let existing Proposify proposals close where they started. Send every new proposal from AgencyPro. Usually takes 30 days to fully cut over.
Challenge: Team adoption of new workflow
Account executives love familiar tools. Solution: pick your fastest AE to pilot AgencyPro for two weeks, share wins internally (faster proposals, instant project kickoff), then roll out to the rest of the team.
Post-migration checklist
- Top 3-5 proposal templates rebuilt and tested
- E-signature flow verified end-to-end
- Proposal-to-project automation live
- Pricing tables validated with a pilot proposal
- Signed PDFs archived in AgencyPro or cloud storage
- Sales team trained on new proposal workflow
- All new proposals sent from AgencyPro only
- Proposify subscription cancelled after final in-flight close
Frequently asked questions
How long does it take to migrate from Proposify to AgencyPro?
Plan for 1-2 weeks. Because Proposify only covers proposals, most migration time goes into rebuilding proposal templates and wiring up AgencyPro's downstream modules (projects, invoicing, retainers) that Proposify never offered.
Can I export my Proposify proposals?
Yes. Proposify exports signed proposals as PDFs and lets you download your content library. Active templates, however, are Proposify-specific and need to be rebuilt in AgencyPro's proposal builder.
Will I lose features by leaving Proposify?
AgencyPro's proposal builder covers the essentials: drag-and-drop editing, e-signatures, pricing tables, and live previews. Where AgencyPro gains ground is integrating proposals with the rest of the agency workflow, something Proposify never did.
What is the benefit of consolidating into AgencyPro?
Proposify stops at signature. AgencyPro turns an accepted proposal into a project, invoice, and retainer schedule in one click. You eliminate the proposal-to-project handoff that usually involves re-entering data across three tools.
Can I keep using Proposify for legacy proposals while switching?
Yes. Run both platforms during the migration. Let existing in-flight Proposify proposals close in Proposify, then create all new proposals in AgencyPro. Most agencies fully cut over within 30 days.
Consolidate your agency stack
Book a demo and we will show you how accepted proposals become active projects, invoice schedules, and retainer plans in AgencyPro, no Proposify required.