Proposify Reviews & Product Details

We use proposify mainly to create different type of business quotations and proposals for other businesses from which we want to work with. The software has multiple free templates available in which we can design the proposal card and send it to them. The software also has collaboration feature in which multiple designers can work in a same design and give their input. Review collected by and hosted on G2.com.

Although there is customisation option available with multiple drag and drop options available for the editing to create the proposal letter but there are some advanced features like photo editing and adding audio files on the invitation letter is still unavailable in proposify. There subscription plan is little expensive for small business who want to use this platform for long term Review collected by and hosted on G2.com.

Proposify has become an essential part of our proposal and sales process. As a web design and marketing agency, we need proposals that not only clearly communicate scope and pricing but also reflect the quality and professionalism of our work. Proposify makes it easy to create polished, on-brand proposals without having to reinvent the wheel for every opportunity.

One of the biggest benefits for us is efficiency. We can reuse and customize content, services, pricing, and contract language while still tailoring each proposal to the individual client. The ability to see when a proposal has been viewed and track client engagement is also extremely helpful when it comes to timing follow-ups.

The platform continues to make managing proposals, approvals, and signatures much easier than handling everything through PDFs and email. It keeps the sales process organized, gives clients a professional experience, and saves our team a significant amount of time.

For any creative, marketing, or web agency that regularly sends detailed proposals, Proposify is a valuable tool that I would highly recommend. Review collected by and hosted on G2.com.

No dislikes. Any issues we've had their live chat support has resolved in a timely manner. Review collected by and hosted on G2.com.

The whole system is well thought out and makes creating dazzling new proposals very easy. My close rate on work was significantly high after using it, and changing little else. Review collected by and hosted on G2.com.

I have been using Proposify for years at this point. for the last 2 years, they have been transitioning to their updated 3.0 version. Some of the new features are useful, the layouts are clean, and the editor seems to be improved (though nowhere near where it should be in 2026). However the transition to the new system has been anything but smooth. There is no reliable way to migrate proposals and templates from the legacy system. There are a number of features, like pricing table settings that are no longer available. My biggest gripe with the old system was a rickety editor, but I have gotten used to it. Point being, I am still using the 2.0 system, which limits my capabilities, because I still can't upgrade without upending my entire workflow. I have no intention of switching, because even the old version is still better than the competition. Interesting note, I would imagine new users would not have any of these issues with the new system, as they don't need to migrate or miss pre-existing features. Review collected by and hosted on G2.com.

We organized the Content Library around the parts of a technical proposal that tend to cause problems later on: API development, migrations, authentication, environments, post-launch support, and client responsibilities. We also store frequently used diagrams, pricing blocks, and implementation tables there. When our support policy changes or we stop offering a specific integration version, we update the approved source once, instead of hoping everyone remembers which older proposal needs to be corrected. Sections can be created directly in the library and then inserted into documents or templates. That lets us reuse the parts that should stay consistent without forcing every proposal into the same rigid structure. Variables are simple, but they’ve prevented some very visible mistakes. We use them for the client, company, owner, value, dates, and other project-specific details. In an earlier implementation, an internal draft went out with another client’s name buried inside a technical section that had been copied manually. Since moving those details into Variables and mapping them from the opportunity, that risk has dropped significantly. Review collected by and hosted on G2.com.

Proposify can make a scope look much clearer without actually making the scope itself any better. A polished proposal can still be risky when dependencies, acceptance criteria, client responsibilities, or technical assumptions haven’t been properly worked through. The platform helps us standardize the document and add some controls around how it moves through our process, but it doesn’t replace discovery or an engineering review. Review collected by and hosted on G2.com.

I like that with Proposify I can track proposals. I can know if the client opened the proposal, if they forwarded it, or what actions they took. Additionally, I can schedule reminders for the client to view the proposal, which makes it easier to approach and follow up with the client, which is great. Review collected by and hosted on G2.com.

For me, one of the things is that the platform for Latin America should be in Spanish, as it is the language we speak. I would also like to have some artificial intelligence tool integrated or a direct connection with email. Moreover, even though I already have the packages loaded, not all clients accept a closed package, so I have to work on each one individually, and that could be accelerated. Here, having an AI tool to facilitate the task would be useful. Review collected by and hosted on G2.com.

Once the proposal template is set up, it’s relatively easy to create a proposal. The main issue is that editing the proposal can be a bit clunky at times, which makes revisions feel less smooth than they should. Review collected by and hosted on G2.com.

The main issue I’ve found is that I can’t categorize proposals or my pipeline. I’d like the ability to set up categories such as “won,” or group items by company name when there are multiple accounts under the same company. Review collected by and hosted on G2.com.

Honestly, the tracking. I get notified the second a prospect opens the proposal and can see exactly which sections they linger on, so I know if they're actually interested before they even reply. Saves me a ton of guessing. Works well with the major CRMs, integration there is smooth. But once you step outside the big-name tools, it gets clunky fast; anything niche in your stack means manual exporting and importing, which kind of defeats the point of having it all connected in the first place. Review collected by and hosted on G2.com.

the pricing tiers annoy me the most. Basic features you'd expect to just be included end up locked behind a higher plan, so you end up paying more than you initially budgeted for. Review collected by and hosted on G2.com.

I find Proposify makes things simple and easy, which is great for creating estimates and proposals for clients. I feel like I'm a step above my competitors when submitting a proposal. It’s quick and easy, and I consistently use the templates to help with this. It's my easy go-to tool for proposals, and the speed and efficiency, along with the presentation quality, really stand out. The initial setup was super easy. Review collected by and hosted on G2.com.

I paused my subscription when I don't have a lot of work because it's reasonably priced, but it is still a cost. Review collected by and hosted on G2.com.

I like Proposify for being the real workhorse for our sales team, taking the grunt work out of writing, sending, and chasing proposals. The Salesforce integration is the part I lean on hardest because I only have to update a deal in one place, and everything flows through. Our Salesforce admin built out the tracking views so I can see exactly where each proposal sits without flipping between tabs. Marketing has taken to it too, since they finally have a way to lock down our branding and boilerplate language without playing whack-a-mole every time a rep tweaks a template. Review collected by and hosted on G2.com.

The one thing I'd change is the notification setup. I'd love custom alerts that fire when a proposal has been sitting unopened for a set number of days. Right now I'm setting calendar reminders for myself, which feels like a step backward when the tool already knows when something's gone cold. A few smarter built-in nudges would tighten up our follow-up game across the team. I'd want a rule-based system where I can set my own triggers, like 'ping me if a proposal hasn't been opened in five days' or 'alert me when a prospect views the pricing page twice in one session.' Right now the existing notifications are pretty binary, so a layer of conditional logic on top would let each rep build a follow-up cadence that matches how they actually work their deals. Review collected by and hosted on G2.com.

Time-saving features and an excellent proposal presentation. The WYSIWYG format is great, and once the templates are set up, proposal creation time is reduced by about 80%. Pricing is also quite reasonable for individual users. Review collected by and hosted on G2.com.

There is a cost. Although Proposify is a Canadian Company, the charge in $US. Review collected by and hosted on G2.com.