# Proposify Reviews
**Vendor:** Proposify  
**Category:** [Proposal Software](https://www.g2.com/categories/proposal)  
**Average Rating:** 4.6/5.0  
**Total Reviews:** 1,134
## About Proposify
Proposify is the online proposal software that gives you control and visibility into the most important stage of your sales process. The close. From deal design to sign-off, get the confidence and flexibility to dominate deals. Create impressive sales documents that stay consistent and error-free. Receive the insights to scale your process, make timely engagements, and accurately forecast. Deliver a seamless sign-off experience for your customers and prospects. Features include a flexible and user-friendly design editor, electronic signatures, CRM integrations, data-driven insights, interactive pricing, content management, approvals, and so much more. If you're ready to give your sales team the competitive edge, visit our website or book a demo at https://www.proposify.com.



## Proposify Pros & Cons
**What users like:**

- Users find Proposify to be **extremely user-friendly** , enabling easy proposal creation that impresses clients and boosts sales. (40 reviews)
- Users love the **variety of templates** in Proposify, making proposal preparation quick and efficient for prospective clients. (23 reviews)
- Users appreciate the **easy creation** of proposals with Proposify, benefiting from multiple templates and user-friendly design. (20 reviews)
- Users value the **customization features** of Proposify, enabling tailored proposals that enhance professionalism and client engagement. (16 reviews)
- Users value the **ease of creation** with Proposify, praising its user-friendly interface and efficient proposal management. (16 reviews)
- Users value the **collaborative tools and automation** in Proposify, enhancing proposal efficiency and offering pricing flexibility. (16 reviews)
- Efficiency (15 reviews)
- Sales Efficiency (15 reviews)
- Tracking Features (15 reviews)
- Users value the **responsive customer support** of Proposify, which enhances their experience and efficiency in proposal management. (14 reviews)

**What users dislike:**

- Users find the **difficult editing** process challenging, as it lacks intuitiveness and cohesive formatting options. (13 reviews)
- Users find **limited customization** options in Proposify, particularly lacking in advanced features for proposals. (13 reviews)
- Users find the **editing difficulties** frustrating, highlighting issues with formatting and design flexibility in Proposify. (11 reviews)
- Users find the **feature usability challenging** , particularly due to mobile compatibility and a steep learning curve. (9 reviews)
- Users note the lack of **advanced features** in Proposify, such as photo editing and better table formatting options. (9 reviews)
- Users find **template issues** frustrating, especially with organization, messy UI, and restrictive pricing tables. (9 reviews)
- Expensive (8 reviews)
- Layout Issues (8 reviews)
- Slow Performance (8 reviews)
- Bug Issues (7 reviews)

## Proposify Reviews
  ### 1. Effortlessly Bridges Sales and Marketing

**Rating:** 4.5/5.0 stars

**Reviewed by:** Maria A. | Senior Sales Executive, Mechanical or Industrial Engineering, Small-Business (50 or fewer emp.)

**Reviewed Date:** May 25, 2026

**What do you like best about Proposify?**

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.

**What do you dislike about Proposify?**

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.

**What problems is Proposify solving and how is that benefiting you?**

Proposify lets our reps build proposals independently, bridging the gap between sales and marketing. It takes the grunt work out of writing, sending, and chasing proposals, and integrates with Salesforce to streamline updates and tracking for our team.

  ### 2. Effortless Proposal Creation with Professional Templates

**Rating:** 4.5/5.0 stars

**Reviewed by:** Abhijeet K. | Digital Marketing Team, Mid-Market (51-1000 emp.)

**Reviewed Date:** November 17, 2025

**What do you like best about Proposify?**

Proposify provides us different type of free templates for giving them business proposals for professional collaborations. we just select the template and edit the name, product details, pricing etc and the proposal plan become ready to deliver just in few minutes.

**What do you dislike about Proposify?**

One of the main challenge of this software is its compatibility with mobile phones because most of us try to create the proposal plans from our personal devices only but its user interface is not compatible with Android or iOS mobile devices you can only work on PC or laptops on proposify.

**What problems is Proposify solving and how is that benefiting you?**

Proposify provides its own customizable library where we can save tables, images, charts etc so that they can be used multiple times on different proposal letters and save a us a lot of time also the documents of this platform can be signed by other party online if they are also the user of the this tool without the physical presence of printed proposal letter

  ### 3. Customizable Proposals Made Easy with Proposify

**Rating:** 4.5/5.0 stars

**Reviewed by:** Rohan T. | Marketing Team, Mid-Market (51-1000 emp.)

**Reviewed Date:** October 22, 2025

**What do you like best about Proposify?**

Proposify is a software that help us in creating customised proposal plans for our business so that we can brief in detail regarding our services as the software has different free and paid templetes available to add business logo and details on the customised quotation for our clients

**What do you dislike about Proposify?**

For integrating MS Excel and other office files to the quotaplans you will need to buy the premium plan of proposify and the premium plan is also little costly. As quotation is something which can also be made in other softwares so spending a large amount of money for its premium is not worth at all according to my experience but I generally prefer using it's free plan

**What problems is Proposify solving and how is that benefiting you?**

Giving different type of car detailing services to our customers is our day to day work and providing them a clean and clear quotation for those services is what we need to do everyday. So, we prefer to use proposify to give it a premium look and make it more descriptive so that the chances of customer conversion can increase.

  ### 4. Great Platform For Creating Collaborative Business Proposals

**Rating:** 4.5/5.0 stars

**Reviewed by:** Neelesh M. | Technical Team Lead, Mid-Market (51-1000 emp.)

**Reviewed Date:** October 16, 2025

**What do you like best about Proposify?**

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.

**What do you dislike about Proposify?**

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

**What problems is Proposify solving and how is that benefiting you?**

This software works completely digitally so whenever we need to generate a proposal plan and send it to our fellow businesses, we create it from proposify. It can also hold digital signatures of all the business professionals that work in our organisation this feature enable us to take their input and signature on the document and get it approved even though when they are not available in the office.

  ### 5. AI-Powered Proposal Creation Made Easy

**Rating:** 4.5/5.0 stars

**Reviewed by:** Anjali K. | Operations Manager, Mid-Market (51-1000 emp.)

**Reviewed Date:** November 22, 2025

**What do you like best about Proposify?**

Proposify is a AI based automated platform that helps our company dorto services in creating different type of proposal plans for other third party companies for business collaboration and exponential growth.

**What do you dislike about Proposify?**

The templates of proposify is little outdated and they also need to be more customisable as Canva is also a similar platform that has much more feature than preposify and it is also more budget friendly.

**What problems is Proposify solving and how is that benefiting you?**

All the proposal plans that are created through proposify are completely cloud based and it also help us in tracking that whether the client has opened the proposal or not and how much time they have invested in checking the complete plan. It tool also has digital signature and photograph verification for complete authenticity check.

  ### 6. Good, but difficult to use

**Rating:** 2.5/5.0 stars

**Reviewed by:** Nick H. | Office Manager and Pre-Sales Consultant, Information Technology and Services, Small-Business (50 or fewer emp.)

**Reviewed Date:** September 30, 2025

**What do you like best about Proposify?**

With HubSpot’s strong integrations, raising a proposal directly in the opportunity and pulling through the key details, tracking, and completion notifications is really handy. Their large library of templates gives a solid starting point, with plenty of flexibility in how the final document looks. We tend to use Proposify at least once a day.

**What do you dislike about Proposify?**

The document editor can be a bit tricky to work with. Changing templates isn’t always straightforward, and we’ve run into problems with edits not saving properly. The pricing tables are especially awkward, particularly with sizing. If you add a line item, the table suddenly blows up in size, and sometimes it won’t let you resize it. The only fix seems to be saving, closing, and reopening.

**What problems is Proposify solving and how is that benefiting you?**

We use Proposify to create client proposals and contract specifications.

  ### 7. Streamlines Proposals With Smart Insights, Minor Design Limitations

**Rating:** 4.0/5.0 stars

**Reviewed by:** Verified User in Marketing and Advertising | Enterprise (> 1000 emp.)

**Reviewed Date:** October 19, 2025

**What do you like best about Proposify?**

What I like best about Proposify is how it simplifies the entire proposal process, from creating and customizing templates to tracking engagement and approvals. As an account manager, it’s a huge time-saver and helps me maintain consistency across client-facing documents. The ability to see when a client opens a proposal or which sections they spend the most time on gives me actionable insights to follow up more strategically and close deals faster.

**What do you dislike about Proposify?**

What I dislike about Proposify is that some of the design customization options can feel limited, especially when trying to match unique brand styles or complex layouts. Occasionally, larger proposals can be a bit slow to load, and collaboration features could be smoother when multiple team members are editing at once. Still, these are minor issues compared to the overall value the platform delivers.

**What problems is Proposify solving and how is that benefiting you?**

Proposify is solving the challenge of managing and tracking multiple client proposals efficiently. Before using it, keeping documents organized and consistent across the team was time-consuming. Now, with standardized templates, built-in analytics, and integrated e-signatures, I can send professional proposals quickly and monitor client engagement in real time. This not only speeds up approvals but also helps improve our close rate and overall client experience.

  ### 8. My experience has been very positive.

**Rating:** 5.0/5.0 stars

**Reviewed by:** Chris V. | Sales Director, Mid-Market (51-1000 emp.)

**Reviewed Date:** February 14, 2023

**What do you like best about Proposify?**

The proposal is professional-looking and can be tailored to the customer in content and photos from the Unsplash library.

**What do you dislike about Proposify?**

I have been locked out of features and had to call support. Also at times when the proposal is opened not all the features are available and you have to close out completely and then re-log into proposify again.

**What problems is Proposify solving and how is that benefiting you?**

Quick professional proposal

  ### 9. Clean and Professional — Always Delivering Excellence.

**Rating:** 5.0/5.0 stars

**Reviewed by:** EUGENIO J. | CEO, Mid-Market (51-1000 emp.)

**Reviewed Date:** October 11, 2025

**What do you like best about Proposify?**

This is an easy-to-use and professional proposal tool that consistently delivers reliable results and is straightforward to implement.

**What do you dislike about Proposify?**

There isn't much more I can add—they really are exceptional.

**What problems is Proposify solving and how is that benefiting you?**

With Proposify, I no longer have to send multiple documents just to close a deal. Creating proposals with this tool makes the whole process much more streamlined, acting as a one-stop shop for everything I need.

  ### 10. Paid for a year in June 2025 - shut off my service in August - ZERO SUPPORT

**Rating:** 0.0/5.0 stars

**Reviewed by:** Christy O. | O, Small-Business (50 or fewer emp.)

**Reviewed Date:** August 01, 2025

**What do you like best about Proposify?**

I liked that it had a proposal and delivery method - but they they ruined it when introducing AI

**What do you dislike about Proposify?**

Complete lack of support or help - and the fact that I paid for a year, and was only able to use it  2months into my second year - I have the invoice show it paid, zero support, zero customer help - no recourse but to dispute with my bank

**What problems is Proposify solving and how is that benefiting you?**

They were sending proposals - but they in no way benefited me - and the complete lack of support makes almost any other solution better

**Official Response from Kyle Racki:**

> Thank you for taking the time to share your feedback. We sincerely apologize for the frustration you've experienced with our service and support.
We've been in contact with you regarding the billing notices you mentioned. As we explained, those monthly renewal notices are for add-on services like collaborative seats that show $0.00 unless actively used - though we understand these can be confusing and we're working to improve this experience.
Regarding the service interruption and support issues you encountered, this doesn't reflect the standard of service we strive to provide. We take all customer concerns seriously and would welcome the opportunity to review your specific case and work toward a resolution.
We're committed to improving both our product experience and customer support based on feedback like yours. If you're open to it, we'd appreciate the chance to connect directly to discuss your experience further.
Thank you again for your feedback - it helps us do better.
Proposify Customer Success Team

  ### 11. Proposify saves time & ensures consistency for remote teams

**Rating:** 5.0/5.0 stars

**Reviewed by:** Lisa L. | Director of Operations, Small-Business (50 or fewer emp.)

**Reviewed Date:** February 24, 2025

**What do you like best about Proposify?**

It's quick to use and allows for consistency with a business that changes often. It allows our remote team to literally be on the same page for quotes, contracts, and more. We love how easy it is to use and manipulate a proposal to match the needs of each of our clients and use it every day to help entice guests to come to Catalina. 

Set up was relatively simple given that we have a large variety of vendors & activities in our offering and we're able to easily use it with our CRM (ActiveCampaign) and utilize it as a tool to help ensure accuracy through our ticketing software (FareHarbor) especially for private groups and custom packages. 

Their customer support is super helpful and friendly and I like that they bring a little humor to their chat support, too. It's also been nice to get communications from their leadership in our inbox. The emails are a quick read and have offered some good insights and jogged some good ideas while we're in our project mode season (off-season).

Would highly recommend (and have) for years.

**What do you dislike about Proposify?**

It's easy to see when they are working on software updates (a good thing to happen so regularly) as the system can get a little bogged down at times. A quick refresh and it's back to business as usual.

**What problems is Proposify solving and how is that benefiting you?**

Proposify solves issues we used to have with consistency in content & pricing. It saves us time by have ready made pages that we've created instead of having to reinvent the wheel for every guest. Proposals used to take us up to 30-60 minutes to build. Now we're sending out proposals in under 10 minutes (usually in 3-5 for simple proposals). It's also ensuring our client and our team are on the same pages. Changes are made live in the proposal so the most recent version is the one we're all seeing & using.

  ### 12. A great tool for helping yourself and your clients stay organized

**Rating:** 5.0/5.0 stars

**Reviewed by:** Kara B. | Agency Account Manager, Small-Business (50 or fewer emp.)

**Reviewed Date:** May 06, 2021

**What do you like best about Proposify?**

I've been using Proposify for several years now. We use it nearly every day. Before implementing the system, we were sending quotes in emails or 

We've created our own templates for quotes, and I like that the system can calculate totals and discounts easily. I also love that my clients and team members can download a PDF of each quote to save in their files if needed. Proposify helps our team stay organized and gives our clients a professional experience.

**What do you dislike about Proposify?**

I haven't been impressed by the Proposify mobile app. It's fine for checking in the status of proposals, but it's really difficult to create new proposals within the app. I ended up deleting the app entirely and only use Proposify on desktop.

**What problems is Proposify solving and how is that benefiting you?**

With Proposify, we've been able to standardize our quoting process and increase our professionalism in providing quotes to clients. It has provided a one-stop place to go back and reference prior project quotes and contracts without digging through months worth of emails.

  ### 13. Proposify Perfection

**Rating:** 5.0/5.0 stars

**Reviewed by:** Yasmine L. | Bookings & Events Manager, Small-Business (50 or fewer emp.)

**Reviewed Date:** February 24, 2025

**What do you like best about Proposify?**

It's so user-friendly and aesthetically pleasing. I've used every tool and function on Proposify and have never had any trouble getting it to do what I need it to. The stats and metrics we have access to are particularly useful for my team- our sales have doubled since onboarding with Proposify. My team and I love creating content on the platform and our clients have been very impressed with how well it showcases our products and services. I've used other platforms before and I have to say this is by far my favourite yet.

**What do you dislike about Proposify?**

When we first started, the platform did go down a few times and we weren't able to fix the issue ourselves. However, the support team quickly fixed our issues and we haven't had a problem since. Our team also expressed that it would be useful if we could filter out Proposals in order of view time- an update that could be really useful in Proposify's future.

**What problems is Proposify solving and how is that benefiting you?**

We work in a luxury creative industy- Proposify is the only effective medium we have (other than social media) to show clients all over the world what we offer. The integration with our CRM means that we can seamlessly export information, to create bespoke and personalised proposals for our clients.

  ### 14. I love using Proposify!

**Rating:** 5.0/5.0 stars

**Reviewed by:** John M. | Managing Director, Design, Small-Business (50 or fewer emp.)

**Reviewed Date:** February 13, 2023

**What do you like best about Proposify?**

I have been a Proposify user since 2014 and send all my proposals using it. Ease of use, constantly improving functionality and great support are why I use it. My Close rate is 99% and that is down to the graphical facilities and the flexible functionality that Proposify offers. If I get any rare problems, the Proposify team sorts them out the same day, sometimes within the same hour. I have stayed loyal to Proposify even as other software proposal platforms have tried to tempt me away, but Proposify functions just the way I think it should.

**What do you dislike about Proposify?**

The constant improvements, year in and year out have made it a valuable part of my business. I couldn't envisage not having it in my arsenal of trusted software and I don't dislike anything about it.

**What problems is Proposify solving and how is that benefiting you?**

I used to have a problem with generating slightly different proposals, and Proposify solved these with their proposal templates, which I based all my templates on. The introduction of optional fees in the fee tables was a great addition. Proposify helps our business seal deals and speeds up sign-ups. Also, we often get comments about the proposals and if we are up against a competitor we always win due to the professionism of the proposals. Also invoicing directly to Xero is a great way for us to bill once clients sign up.

  ### 15. Proposify made it really easy for me to create, send, and track proposals.

**Rating:** 4.0/5.0 stars

**Reviewed by:** Verified User in Information Technology and Services | Mid-Market (51-1000 emp.)

**Reviewed Date:** October 07, 2025

**What do you like best about Proposify?**

I really like how easy it is to use — the templates look great, it’s simple to customize them, and I can track when someone opens or views my proposal. It makes the whole process smooth and professional.

**What do you dislike about Proposify?**

Sometimes it takes a bit of time to load larger proposals, and the formatting can get tricky if I make too many edits. Other than that, it works really well.

**What problems is Proposify solving and how is that benefiting you?**

Proposify solves the problem of creating and managing proposals from scratch. It saves me time, keeps everything organized, and helps me track client engagement, so I know when to follow up — making the whole sales process much smoother and more efficient.

  ### 16. A Good Proposal Tool Our Company

**Rating:** 4.0/5.0 stars

**Reviewed by:** Ryan A. | Video Production and Digital Marketing Specialist, Small-Business (50 or fewer emp.)

**Reviewed Date:** February 11, 2025

**What do you like best about Proposify?**

I love how easy Proposify is to use. Once we set up our templates for our basic proposal structure, sending out proposals is incredibly quick and efficient. It has saved us a lot of time and keeps our process streamlined. Plus, the proposals look very professional when our clients receive them.

**What do you dislike about Proposify?**

I feel that using the editor can be frustrating at times - especially when it comes to text formatting and the tables. I find that the tables are usually kind of glitchy, which is a bit frustrating. Also, copying and pasting from a Word Document into Proposify typically does not work, as the formatting gets all messed us. 

Our clients have also had issues receiving and/or opening the proposals from Proposify, which we typically solve by sending them a PDF. This isn't the end of the world, but it is an extra step that sometimes needs to happen.

**What problems is Proposify solving and how is that benefiting you?**

It saves a lot of time by using the proposal templates and not having to rewrite every proposal from scratch.

  ### 17. Proposify was one of the best investments for my business

**Rating:** 5.0/5.0 stars

**Reviewed by:** Sara R. | Web designer, Small-Business (50 or fewer emp.)

**Reviewed Date:** July 14, 2025

**What do you like best about Proposify?**

It's ease of use and customization. Plus, clients are super impressed with the professional formatting.

**What do you dislike about Proposify?**

There is very little I dislike about Proposify- I struggled a bit with the pricing chart customization but figured it out after reaching out for support.

**What problems is Proposify solving and how is that benefiting you?**

I used to design all my proposals which was time consuming. Proposify laid out all my information and I just need a few tweaks for each one to suit the client.

  ### 18. it has created the most beautiful presentations.

**Rating:** 4.5/5.0 stars

**Reviewed by:** roy l. | Business Development Manager, Mid-Market (51-1000 emp.)

**Reviewed Date:** August 20, 2025

**What do you like best about Proposify?**

Fast, beautiful, and efficient.  I highly recommend it!

**What do you dislike about Proposify?**

I have not found a reason to dislike anything so far.

**What problems is Proposify solving and how is that benefiting you?**

Creates proposals quickly and efficiently and they look great.

  ### 19. Great for proposal

**Rating:** 5.0/5.0 stars

**Reviewed by:** Pablo R. | Mortgage Specialist, Small-Business (50 or fewer emp.)

**Reviewed Date:** October 07, 2025

**What do you like best about Proposify?**

It's a great tool for sending proposals, especially if you're seeking a user-friendly platform with appealing design.

**What do you dislike about Proposify?**

At times, the customer service response can be somewhat slow.

**What problems is Proposify solving and how is that benefiting you?**

Sending proposals and getting documents (contracts) e-signed

  ### 20. Not a fan

**Rating:** 0.5/5.0 stars

**Reviewed by:** Verified User in Computer Software | Small-Business (50 or fewer emp.)

**Reviewed Date:** June 24, 2025

**What do you like best about Proposify?**

The benefit of Proposify was we had a lot of flexibility to adjust the proposals for pricing, but that was about it

**What do you dislike about Proposify?**

The UI was the most unhelpful UI. Having so many different spots to get your mouse *just right* was absurd. 
It was not user friendly. Whenever I sent the proposal for approval I had to send a separate slack message to the approver with what was changed and any notes that were made on the adjustment. 

The having to click in just the right spots for pricing was a pain. Yeah there were some good options but we moved away from the shared frustration.

**What problems is Proposify solving and how is that benefiting you?**

Sending out proposals for signature, and ability to create multiple drafts to send out.

  ### 21. The easy way to do proposals

**Rating:** 4.5/5.0 stars

**Reviewed by:** Andy P. | Sales and Community Manager, Small-Business (50 or fewer emp.)

**Reviewed Date:** August 12, 2021

**What do you like best about Proposify?**

Proposify makes it easy to send a professional, comprehensive and customisable proposal to potential clients within minutes. Once you have set up the templates a few clicks and personal customisations and a great-looking proposal make it to their inbox.

**What do you dislike about Proposify?**

The editing functionality is can be glitchy and sometimes isn't a smooth process compared to using other services like Google Docs, Microsoft Word etc...

**Recommendations to others considering Proposify:**

To take their time when setting things up to make it easier later on.

**What problems is Proposify solving and how is that benefiting you?**

Getting proposals to clients quickly and efficiently. Knowing when our clients have viewed a proposal to be able to strike while the lead is hot.

  ### 22. A core tools for our business

**Rating:** 4.5/5.0 stars

**Reviewed by:** Chris M. | Director - Digital Business Consultant, Small-Business (50 or fewer emp.)

**Reviewed Date:** July 30, 2024

**What do you like best about Proposify?**

We like Proposify because it manages one particular part of our business really well, the proposal and contracts area. 

Where we like it is that if you're going into Proposify it's making you focus on the potential and current clients and the body of work you will be undertaking for the client. 

Once a template is made, which is fairly easy, the re-usability of the template saves us time and effort especially when we have another request come through our front door for the same or similar services.

We've been using Proposify for some years, and the times I've had to contact customer support, has been painless. The staff know their product well and provide exceptional support.

It's been a great experience using Proposify and the value it has brought to our business.

**What do you dislike about Proposify?**

The editor has been cumbersome to use up till now. I've seen a quick video of the new editor and so far I like what I've seen. That may well overcome my issues I have using Proposify.

**What problems is Proposify solving and how is that benefiting you?**

Proposals, Design Sign-Offs.

  ### 23. Been using Proposify for years- totally worth it!

**Rating:** 5.0/5.0 stars

**Reviewed by:** Chris T. | IFMA Train-the-Trainer Instructor, Small-Business (50 or fewer emp.)

**Reviewed Date:** May 11, 2020

**What do you like best about Proposify?**

The ease of navigation and payment within Proposify has been the most positive feedback we have heard from our clients.

**What do you dislike about Proposify?**

The page builder can be a bit hard to use.  Designing inside the builder is not something I would consider user friendly.  this takes up way too much time to get everything just right.

**Recommendations to others considering Proposify:**

I have been able to close deals with Proposify that may have been out of reach prior to using Proposify.

**What problems is Proposify solving and how is that benefiting you?**

Being able to have my potential client move through the proposal stages and seeing how they interact with the software is helpful.

**Official Response from Elise Snow-Kropla:**

> Hi Christopher,

So great to hear you're closing more deals! Your feedback is helpful for our team and we're glad you took the time to leave us a review.

Best of luck with any upcoming proposals!

  ### 24. Loving Proposify so far!!!!

**Rating:** 4.0/5.0 stars

**Reviewed by:** Lauren M. | Marketing & HR Administrative Specialist, Small-Business (50 or fewer emp.)

**Reviewed Date:** October 24, 2024

**What do you like best about Proposify?**

One of the main reasons my team chose Proposify over other competitors was their excellent customer service. Each rep/proposify professional we have worked with in our implementation has been helpful, patient, and reliable. I also like that the platform is user-friendly and aesthetically pleasing. One of my favorite features is the duplication feature. This is valuable to my team as many of our proposals are similar to ones issued before. This is vital for our users as many times we have very tight turnaround times.

**What do you dislike about Proposify?**

One feature I don't love about Proposify is the tables. It doesn't let you change the width of the columns. If the table is on a page flow page, you can't adjust the size. You have to click off the side of the page and createa new table in order to make it the size you want. It is not a huge problem, just something to got used to.

**What problems is Proposify solving and how is that benefiting you?**

Since we are still in the implementation process of Proposify, we haven't gotten to rolling this out to the entire team. I am currently the only user actively making proposals. With that being said, it has made my job must easier as I get more comfortable with the platform. I love that I am quickly able to duplicate content and make templates for specific industries/services. This makes my process significantly quicker!!! Proposify is solving my problems with quick turnaround times, allowing me to get proposals put together at a much faster rate.

  ### 25. Cannot generate a great looking proposal faster or easier?

**Rating:** 5.0/5.0 stars

**Reviewed by:** Brian D. | Co-Founder and CEO, Small-Business (50 or fewer emp.)

**Reviewed Date:** July 09, 2024

**What do you like best about Proposify?**

We are a SaaS company, so we generate proposals all day. Proposify makes it easy to generate proposals that can quickly be adjusted to meet our prospects' subscription needs with the simple check of a box. We also love the ability to track and gain insights into how our prospects interact with each proposal to help us better rate our opportunities.

**What do you dislike about Proposify?**

The only thing I find a bit restrictive is the pricing tables. While it is easy to set a table up, there can be a lot of whitespace without manually adjusting and tweaking the template.  Also, discounting needs to be at the line item level, and it would be nice to have the ability to discount a total.

**What problems is Proposify solving and how is that benefiting you?**

Standardized proposals and managing pricing updates in one place.  Also, buyer intent can be gained via open and engagement tracking. Duplicating templates and the ability to create a standard library of elements that can be integrated into working proposals is incredibly helpful.

  ### 26. Gamechanger for business

**Rating:** 5.0/5.0 stars

**Reviewed by:** Kimberly W. | Web Design Studio Owner, Small-Business (50 or fewer emp.)

**Reviewed Date:** February 24, 2025

**What do you like best about Proposify?**

Proposify has really changed the game for me in being able to give professional web proposals to potential clients! I am a small one person business and do not send out proposals often, so being able to use their free plan has been a tremendous blessing. I'm a 3 year long user and still love it and am very thankful for their product!

**What do you dislike about Proposify?**

Sometimes getting the font size and line-heights to be what I want can be difficult.

**What problems is Proposify solving and how is that benefiting you?**

Being able to send professional proposals to potential web clients

  ### 27. Slick but glitchy

**Rating:** 3.5/5.0 stars

**Reviewed by:** Jeff A. | President & CEO, Small-Business (50 or fewer emp.)

**Reviewed Date:** October 17, 2024

**What do you like best about Proposify?**

We love that we can streamline your proposal development process. As with any application, it's about setting things up correctly and understanding how setting up a proposal online differs from using more traditional means (Microsoft Word, Adobe InDesign, etc.). The system is pretty savvy; once you have the proposal and templates set, it can go quickly. We love that we can track open rates and where potential clients spend their time on the proposal. We also like the ability to sign off and accept proposals very easily. Customer support is very responsive.

**What do you dislike about Proposify?**

It takes a lot of getting used to working in this online app/program with a very templated system. There is flexibility, but you also need to learn a lot of workarounds, especially when it comes to text formatting. Proposify seems to continue updating its user experience. The pros outweigh the cons. I wish they also allowed Grammarly or some kind of AI grammer and writing tool.

**What problems is Proposify solving and how is that benefiting you?**

Not having to rewrite every proposal from scratch — working to find templated information for quicker production of proposals.

  ### 28. Help me win deals, keep clients and enforce contracts

**Rating:** 5.0/5.0 stars

**Reviewed by:** Mike M. | CEO/Agency Management, Small-Business (50 or fewer emp.)

**Reviewed Date:** June 03, 2021

**What do you like best about Proposify?**

I just have to share how much Proposify has transformed the way I handle proposals and contracts. Seriously, it’s been a game-changer for me!

Creating proposals used to feel like such a chore, but with Proposify, it’s actually enjoyable! The templates are sleek and super easy to customize, which means I can whip up a professional-looking proposal in no time. Plus, the tracking feature? Total lifesaver! I can see exactly when clients open my proposals and how they’re engaging with them. That insight lets me follow up at just the right moment, and I’ve noticed a real boost in my win rates since I started using it.

One of the best parts? The contract signing process is so smooth now. Clients can sign digitally, which eliminates all the annoying back-and-forth. This not only speeds things up but also makes the whole experience feel more modern and efficient. I can’t tell you how great it feels to close deals faster!

Beyond just closing deals, Proposify has really helped me step up my customer service game. Each proposal feels personalized and professional, which shows clients that I genuinely care about their needs. Plus, having all the proposal details in one place makes it so much easier for me to keep track of interactions and follow up effectively.

In short, Proposify has made such a positive impact on my business. It’s not just about winning deals and contracts; it’s about building better relationships with my clients. If you’re looking to elevate your proposal process and improve your customer service, I can’t recommend Proposify enough!

**What do you dislike about Proposify?**

One thing to keep in mind is that the web interface for designing proposals can be a bit sluggish, especially when you’re creating a new template from scratch. It can sometimes feel a little slow, which can be frustrating. However, once you have your templates set up, reusing them is a breeze! That makes the initial effort totally worth it in the long ru

**What problems is Proposify solving and how is that benefiting you?**

Proposify addresses several key challenges that many businesses face when it comes to proposals and contracts. Here’s a breakdown of the problems it solves and how those solutions benefit you:

1. Time-Consuming Proposal Creation
Problem: Crafting proposals can be tedious and time-intensive, especially without a streamlined process. Benefit: Proposify offers customizable templates, allowing you to create professional proposals quickly. This saves you time and lets you focus on other important tasks.

2. Lack of Insights on Client Engagement
Problem: It can be hard to know how clients are interacting with your proposals, leading to missed follow-up opportunities. Benefit: The tracking feature shows you when clients open your proposals and how they engage with them. This insight helps you follow up strategically, increasing your chances of closing deals.

3. Cumbersome Contract Signing
Problem: Traditional contract signing can involve a lot of back-and-forth and delays. Benefit: Proposify streamlines the contract signing process with digital signatures, making it faster and easier for clients to finalize agreements. This reduces delays and improves your closing rate.

4. Inconsistent Branding and Presentation
Problem: Ensuring consistency in branding across proposals can be challenging, especially if multiple team members are involved. Benefit: With Proposify’s templates, you can maintain a consistent look and feel across all your proposals, reinforcing your brand image and professionalism.

5. Difficulty in Managing and Storing Proposals
Problem: Keeping track of multiple proposals and their versions can become chaotic. Benefit: Proposify centralizes all your proposals in one place, making it easy to manage, track, and retrieve them whenever needed.

  ### 29. Very suppotive through the journey and willing to adjust around the clients needs.

**Rating:** 5.0/5.0 stars

**Reviewed by:** Dewey O. | Vice President of Healthcare Solutions-East Region, Enterprise (> 1000 emp.)

**Reviewed Date:** August 14, 2025

**What do you like best about Proposify?**

Overall communication and support! One-one sessions are another benefit.

**What do you dislike about Proposify?**

I presently have no concerns. System continues to evolve around our request .

**What problems is Proposify solving and how is that benefiting you?**

Consistency in the core information with the ability to personalize.

  ### 30. Simple to Set Up Proposal Software

**Rating:** 4.0/5.0 stars

**Reviewed by:** Charlie P. | Lead Digital Strategist, Small-Business (50 or fewer emp.)

**Reviewed Date:** June 24, 2025

**What do you like best about Proposify?**

Easy to set up simple templates that are on brand.

**What do you dislike about Proposify?**

Rigidness of proposals sometimes can get in the way of wanting flexible retainers or changes to existing proposals that have been signed.

**What problems is Proposify solving and how is that benefiting you?**

Having a clear proposal/contract in place with the client that sign on to engage in digital marketing/website services with us

  ### 31. How Proposify has helped Caldwell & Gregory

**Rating:** 4.0/5.0 stars

**Reviewed by:** Sara J. | Sales Operations Support, Mid-Market (51-1000 emp.)

**Reviewed Date:** May 09, 2024

**What do you like best about Proposify?**

The content, ease of use, customer support, frequency of use, web-based platform! My company used to use Expedience which was good but we were limited to what Microsoft Word could do. Now we can easily integrate videos, make comments online, and see if our email has been opened. I personally enjoy the creative freedom I have. I can easily add pictures, shapes, colors, videos, and really add that WOW factor.

**What do you dislike about Proposify?**

A lot of account reps and recipients want to download a pdf copy. Our smallest proposal file size is 38 MB - which is not email-friendly. I demonstrated this to Nick online. He has moved this on to tech support.

The LAG. All of our account reps and even my manager are frustrated by the lag. You scroll up and the page takes a while to load. You click and drag an image or text box and it stutters and stops. Sometimes the page even crashes. It's a bit embarrassing when that happens during a tutorial. 

Copying and pasting text from a word document does not translate well into Proposify. Most of our Account Reps write their cover letters and financials in Microsoft Word. When they copy and paste it into Proposify, it is a frustrating user experience for them.

We have been informed that the lag will be taken care of in June. Once that is done, I think more of our account reps will be on board! And I will bump up my product review to 10 outta 10!

^ Okay so follow-up. This has not been taken care of yet. Something about moving on to a new online platform?

**What problems is Proposify solving and how is that benefiting you?**

Data! Our sales director has always asked how many proposals we have sent out every quarter. That was impossible to answer since every account rep did their own thing. But now we can provide that information. And the account reps who use Proposify enjoy seeing if and when their proposal is opened and what sections their client focused on.

  ### 32. Hands Down The Best Proposal Builder On The Market 

**Rating:** 5.0/5.0 stars

**Reviewed by:** Jacob M. | Partner, Creative Director, Small-Business (50 or fewer emp.)

**Reviewed Date:** May 06, 2018

**What do you like best about Proposify?**

Proposify is an invaluable tool for web design agencies looking to streamline their proposal creation and management process. The platform offers a user-friendly interface that allows teams to craft visually appealing, customized proposals with ease. Its template library and drag-and-drop features save time, while the ability to track client engagement with proposals provides crucial insights for follow-ups. The integration with CRM systems is seamless, helping to keep sales workflows organized. Overall, Proposify enhances professionalism, speeds up the proposal process, and improves client communication—making it an excellent choice for agencies focused on growth and efficiency.

**What do you dislike about Proposify?**

No dislikes. Any issues we've had their live chat support has resolved in a timely manner.

**Recommendations to others considering Proposify:**

If you're still creating pdf proposals and emailing them to clients. Stop what you're doing and get started with Proposify.

**What problems is Proposify solving and how is that benefiting you?**

Creating appealing proposals, tracking proposals and keeping tabs on agency close rates.

  ### 33. Easy to use and integrates well

**Rating:** 5.0/5.0 stars

**Reviewed by:** Amanda M. | CEO, Small-Business (50 or fewer emp.)

**Reviewed Date:** February 24, 2025

**What do you like best about Proposify?**

We use Proposify for our proposals.  It's easy to set up and make attractive proposals.   Integrates well with Hubspot and QBO.

**What do you dislike about Proposify?**

I wish there was a little bit more customization with the integrations but I'm sure that will come.

**What problems is Proposify solving and how is that benefiting you?**

Using Proposify has sped up our proposal and contract process by up to an hour per proposal.   We are able to have templates based on service that can be quickly customized and sent.

  ### 34. Proposify has simplified my process

**Rating:** 5.0/5.0 stars

**Reviewed by:** David S. | Founder/CEO, Small-Business (50 or fewer emp.)

**Reviewed Date:** November 06, 2024

**What do you like best about Proposify?**

I love that it integrates directly with my CRM. I can pull the data directly into my proposal, and it updates the CRM based on whether it Won or Lost. It saves time from entering certain data.
I also like that it tracks when someone reviews the proposal and which sections they spend the most time on.

**What do you dislike about Proposify?**

There's not much to dislike. However, it would be helpful to customize which fields I would like to import from my CRM.

**What problems is Proposify solving and how is that benefiting you?**

I was lacking a tool that created a professional looking document and this solves that issue. It also allows the user the electronically sign, which saves prospect time. I get alerted every step of the way, which saves me from wondering what's happening with the proposal.

  ### 35. Proposify is easy to use and the proposals look very professional.

**Rating:** 4.5/5.0 stars

**Reviewed by:** Matthew M. | Commercial Account Executive, Small-Business (50 or fewer emp.)

**Reviewed Date:** August 29, 2024

**What do you like best about Proposify?**

The upsides are how professional the proposals look. I enjoy the different options that allows our team to create unique proposals for the different cleaning services we provide. It's easy to implement and integrate to our customers when they open the link. It's easy for them to sign the proposal. We frequently use Proposify for all of our proposals.

**What do you dislike about Proposify?**

The only issues that occur are when our customers have problems opening the links to the proposals we sent. We deal with the issue by sending them apdf copy of the proposal.

**What problems is Proposify solving and how is that benefiting you?**

Proposify helps us create professional looking proposals that also informs our customers of all the services we provide. We've seen our acceptance rate increase since we started sending proposals on Proposify.

  ### 36. Elevate Your Proposal Game with Ease and Efficiency

**Rating:** 4.5/5.0 stars

**Reviewed by:** matt s. | CRO, Mid-Market (51-1000 emp.)

**Reviewed Date:** August 22, 2024

**What do you like best about Proposify?**

What I like best about Proposify is its intuitive design and extensive customization options. The platform makes it incredibly easy to create polished, professional proposals that stand out. The ability to track client interactions and see which sections are getting the most attention is a game-changer, helping to refine and improve proposals over time. The collaboration features also make it simple for teams to work together seamlessly

**What do you dislike about Proposify?**

The editing function in Proposify can be a little clunky at times.

**What problems is Proposify solving and how is that benefiting you?**

Proposify is solving the problem of creating and managing proposals efficiently. It streamlines the entire proposal process, from design to delivery, saving time and reducing the hassle of manual formatting. The platform's ability to track client interactions and engagement helps me tailor follow-ups and close deals more effectively. Additionally, the collaborative features make teamwork smoother, ensuring that everyone involved in the proposal process stays aligned. Overall, Proposify enhances productivity and increases the chances of winning business.

  ### 37. Very flexible tool with robust tracking.

**Rating:** 4.5/5.0 stars

**Reviewed by:** Marco A. | Sales Manager, Mid-Market (51-1000 emp.)

**Reviewed Date:** October 31, 2024

**What do you like best about Proposify?**

For almost two years, Proposify has been the main proposal software for our team. In particular, I admire the way it helped me achieve the unattainable during last quarter's last-minute pitch to a leading client - the editable templates came to my rescue as we had to totally change the proposal, just a few hours before the deadline. The client success team has been terrific, especially when they supported me with creating custom pricing tables during the orientation process.

**What do you dislike about Proposify?**

As I am always working with the design team, I have often wished for more detailed commenting features. I had to take screenshots and write separate emails to our graphic designer in order to deal with specific content changes - this is a bit of a nuisance when you are running to catch up with the clock.

**What problems is Proposify solving and how is that benefiting you?**

Proposify's HubSpot integration helped me a lot. Without it, I was practically living in spreadsheets to track proposal status and follow-ups. But now, I can even tell exactly when our prospect opened a proposal.

  ### 38. Proposals made perfect by Proposify!

**Rating:** 5.0/5.0 stars

**Reviewed by:** Ivy S. | National Administrative Assistant, Enterprise (> 1000 emp.)

**Reviewed Date:** August 14, 2024

**What do you like best about Proposify?**

With the ability to create both simple and complex proposals that include photos, video links, signing capabilities, and much more, it takes a lot of the work out of assembling a proposal. This allows me to focus my time on what truly matters—crafting and delivering estimates to clients. They also have a great customer service team that is quick and professional on assisting you in your issues and finding out a solution and providing tips to educate you for future use. There is a smooth integration between Salesforce and Proposify that I appreciate as it allows data to transfer over, taking away an extra step I make in putting these together.

**What do you dislike about Proposify?**

There are a bit of issues with formatting. At times you can do what you're looking for. However, there have been times where it will not look how I want or need it, without trying to figure out a workaround of simply adding in a PDF from an outside source to prevent frustration.

**What problems is Proposify solving and how is that benefiting you?**

I do not have an answer for this at this time.

  ### 39. Proposify or perish i

**Rating:** 5.0/5.0 stars

**Reviewed by:** Danny M. | Owner - Chief Marketing Officer, Small-Business (50 or fewer emp.)

**Reviewed Date:** February 25, 2025

**What do you like best about Proposify?**

I went through the prospecting, then the discovery call. I’m not gonna drop the ball at the proposal level by using a  less than stellar app. I use proposify.

**What do you dislike about Proposify?**

I like Everything about proposify. Last year I closed 20 deals

**What problems is Proposify solving and how is that benefiting you?**

It defines the scope of work with a timeline and price tag attached.

  ### 40. Gresat Detail and Visuals

**Rating:** 4.5/5.0 stars

**Reviewed by:** Monica C. | Business Development Manager, Small-Business (50 or fewer emp.)

**Reviewed Date:** February 25, 2025

**What do you like best about Proposify?**

How professional it is.  Some of my customers love the detail and the pictures and videos

**What do you dislike about Proposify?**

Some of the most common negative feedback I get from clients is that it is too may pages.  I know that is not the software but out company.  I also don't like that some of the information doesn't transfer over and we have to type information multiple times.  Also, Wehn uploading pictures it is a timely process.

**What problems is Proposify solving and how is that benefiting you?**

It helps to deliver our information in as much or as little information as I deem necessary.

  ### 41. Proposal to Signed Contract in One Go

**Rating:** 4.5/5.0 stars

**Reviewed by:** Mike L. | President and Investment Advisor, Small-Business (50 or fewer emp.)

**Reviewed Date:** February 24, 2025

**What do you like best about Proposify?**

I like that it is a one stop shop for proposals and contracts.

**What do you dislike about Proposify?**

It can be cumbersome at time to edit the proposal to get it to look the way I like.

**What problems is Proposify solving and how is that benefiting you?**

It's a great way to create, deliver, and track proposals. And get contracts signed.

  ### 42. Proposify makes tracking proposals easy and seamless to our clients.

**Rating:** 4.5/5.0 stars

**Reviewed by:** Nadine T. | Director, Customer experience & business development, Small-Business (50 or fewer emp.)

**Reviewed Date:** October 23, 2024

**What do you like best about Proposify?**

Best feature is the fact that changes are dynamic in the proposal; I dont have to resend the proposal when I make a change, the link is automatically updated for whoever has it. I also love to be alerted when a given proposal has been seen, for how long, and so on.
It is also rather intuitive and easy to use, once the initial templates have been created.

**What do you dislike about Proposify?**

I would like additional features to cascades sections changes through all my templates. Also, the option to alert additional people on the sendee's end when a proposal is won sould be nice.

**What problems is Proposify solving and how is that benefiting you?**

Centralizing our contract negotiations

  ### 43. Take your proposals to the next level!

**Rating:** 5.0/5.0 stars

**Reviewed by:** Seth W. | Owner, Small-Business (50 or fewer emp.)

**Reviewed Date:** May 01, 2024

**What do you like best about Proposify?**

ease of use, ability to include moving gif images, notifications, and more.

**What do you dislike about Proposify?**

not much I can think of.... Price, but that's b/c I am cheap LOL

**What problems is Proposify solving and how is that benefiting you?**

Ease of sending contracts and managing them also that it integrates with my ZoHo Pipelines!

  ### 44. Professional and easy to use

**Rating:** 5.0/5.0 stars

**Reviewed by:** Britton E. | Assistant, Small-Business (50 or fewer emp.)

**Reviewed Date:** November 07, 2024

**What do you like best about Proposify?**

I like that proposify is easy to use. The end result looks professional. A lot of work has been put into this program to ensure that the customers are getting what they need in an attractive manner. I like that proposals can be sent electronically, saving paper and a lot of unnecessary steps.

**What do you dislike about Proposify?**

It took me a bit to understand how to use the program. Thankfully, the support staff is amazing. Shout out to Nick specifically.

**What problems is Proposify solving and how is that benefiting you?**

Cutting down on unnecessary pieces of proposals that we were including. Making the process seamless and easy.

  ### 45. Proposify has accelerated our growth

**Rating:** 5.0/5.0 stars

**Reviewed by:** Jim  K. | Vice President, Marketing & Industry Relations, Mid-Market (51-1000 emp.)

**Reviewed Date:** May 12, 2024

**What do you like best about Proposify?**

It is an easy-to-use solution, particularly for those on our team who are not IT savvy.  Beyond that it is flexible and dynamic enough to deal with the varying types and volume of business we have.  Customer service is always there when needed which is critical as we are in the system daily.

**What do you dislike about Proposify?**

API with Salesforce has a few challenges, but they are being addressed

**What problems is Proposify solving and how is that benefiting you?**

It allows us to get proposals out quickly and provide uniform content across our business...both of which allow our client-facing teams to focus on service delivery and not administrative issues.

  ### 46. Great tool

**Rating:** 5.0/5.0 stars

**Reviewed by:** Grant L. | CRO, Small-Business (50 or fewer emp.)

**Reviewed Date:** January 10, 2023

**What do you like best about Proposify?**

This is one of the best tools for sending agreements I have ever used. We've tried a few others and this one is the best by far. Very happy to recommend this to anyone!

**What do you dislike about Proposify?**

The downsides of proposalfy are that they got rid of the follow-up feature. you use to be able to schedule reminders for when you want the tool to send reminder emails.

**What problems is Proposify solving and how is that benefiting you?**

this is helping us solve the issue of tracking where leads are at and when we can see when they view, open, and accept proposals we sent to them using this great tool.

  ### 47. Its good

**Rating:** 3.5/5.0 stars

**Reviewed by:** Cassandra  S. | Business Dev, Small-Business (50 or fewer emp.)

**Reviewed Date:** May 09, 2024

**What do you like best about Proposify?**

All proposals are templated and easy to use, ease of intergration with my CRM

**What do you dislike about Proposify?**

Editing the proposals, copy and pasting is a pain

**What problems is Proposify solving and how is that benefiting you?**

Time consumation - being able to quikcly create proposals

  ### 48. Intuitive, fast, and great data on buyer behavior

**Rating:** 4.0/5.0 stars

**Reviewed by:** Verified User in Computer Software | Small-Business (50 or fewer emp.)

**Reviewed Date:** November 19, 2024

**What do you like best about Proposify?**

Number one feature for me of Proposify is the ability to quickly reuse existing proposals and quickly edit a couple of key fields and the changes flow thru to the rest of the document. As well the ability to see when a potential client has viewed the proposal, how long they viewed it, etc. is great for understanding buyer behavior.

**What do you dislike about Proposify?**

The refresh of updates to a proposal don't always happen as quickly or in realtime. Due to this myself and others on our team will save , refresh, and then double check to make sure the recent edits are there.

**What problems is Proposify solving and how is that benefiting you?**

Consistency in proposals generated by different sales reps and how we approach discounting is easy to verify.

  ### 49. Easy to use and extremely efficient

**Rating:** 4.5/5.0 stars

**Reviewed by:** Hillary D. | Marketing Supervisor, Mid-Market (51-1000 emp.)

**Reviewed Date:** October 23, 2024

**What do you like best about Proposify?**

Having specific templates has made the proposal process much quicker and more streamlined. I like that pages can be placed in different order very easily. OUr proposals have become much more elevated in appearance. The metrics are extremely helpful as well.The customer support is fabulous- very responsive. The integration with HubSpot is absolutely the best part of the entire process.

**What do you dislike about Proposify?**

I wish the pages had snap to lines so it would be easier to line everything up.

**What problems is Proposify solving and how is that benefiting you?**

It helps make the proposal process more efficient and consistent across all of our industries.

  ### 50. Close more deals, even while you are asleep with Proposify

**Rating:** 5.0/5.0 stars

**Reviewed by:** Craig M. | Chief Operating Officer, Small-Business (50 or fewer emp.)

**Reviewed Date:** August 11, 2021

**What do you like best about Proposify?**

That we are alerted when the prospect interacts with the quote. We get to see how long they have viewed the quote, which page they are currently viewing, if they have clicked on any elements and also a nice E-mail alert when they first open the quote and if they have successfully accepted the quote. You are even alerted when payment by the client has been successful and you are given a link in your E-mail to go straight to that specific closed deal.
We have closed hundreds of sales outside of business hours because of the simplicity for the customer to edit their quote, accept it and then pay for it immediately.

**What do you dislike about Proposify?**

The design interface when customising the quote can be a bit frustrating but once you figure it out it works fine. It could have a few more options when editing. However, I understand it is being edited inside a web browser so there are limitations because of that.
Please add somewhere that the client can add their delivery address when paying for the quote.

**Recommendations to others considering Proposify:**

If you want to streamline your quotations or contracts for clients and have the ability for your customer to modify say the quantity while they are viewing your quote then Proposify will most certainly help you close more sales and earn more money. We have also added optional extras that the customer can choose to purchase before accepting the proposal/quote before checking out. Quite often the customer up-sells themselves with extra services available on the quote. They just tick the box, change the quantity and pay on the spot.

**What problems is Proposify solving and how is that benefiting you?**

Customers can open, modify and accept/pay for their quote any time of the day without needing to call us.


## Proposify Discussions
  - [What is the best way to "band your proposals?](https://www.g2.com/discussions/what-is-the-best-way-to-band-your-proposals) - 1 comment, 1 upvote
  - [What's the best way to present 3 packages to a client with individual line items for each package?](https://www.g2.com/discussions/what-s-the-best-way-to-present-3-packages-to-a-client-with-individual-line-items-for-each-package) - 1 comment, 1 upvote
  - [How can I improve my documents making it more light in order that my clients could download the document](https://www.g2.com/discussions/51249-how-can-i-improve-my-documents-making-it-more-light-in-order-that-my-clients-could-download-the-document) - 1 comment, 1 upvote
  - [Do you have an affiliate program?](https://www.g2.com/discussions/51245-do-you-have-an-affiliate-program) - 1 comment, 1 upvote
  - [Will it ever be an option to add video](https://www.g2.com/discussions/51184-will-it-ever-be-an-option-to-add-video) - 1 comment, 1 upvote

- [View Proposify pricing details and edition comparison](https://www.g2.com/products/proposify/reviews?section=pricing&secure%5Bexpires_at%5D=2026-05-26+04%3A37%3A54+-0500&secure%5Bsession_id%5D=d2832673-5736-4073-87ff-be5a3213a7ce&secure%5Btoken%5D=0faeb09b23bc687652148edcef48455d3e95658b72a1f61632a5304fac295874&format=llm_user)
## Proposify Integrations
  - [AspireCRM](https://www.g2.com/products/aspirecrm/reviews)
  - [Dynamics 365 Sales](https://www.g2.com/products/dynamics-365-sales/reviews)
  - [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub/reviews)
  - [Pipedrive](https://www.g2.com/products/pipedrive/reviews)
  - [Salesforce Appexchange](https://www.g2.com/products/salesforce-appexchange/reviews)
  - [Slack](https://www.g2.com/products/slack/reviews)
  - [Stripe Connect](https://www.g2.com/products/stripe-connect/reviews)
  - [Zapier](https://www.g2.com/products/zapier/reviews)

## Proposify Features
**Signature Process**
- Document Signing
- Reminders and Expirations
- Sign-In Process
- Mobile Signatures
- Signature Workflow
- Reporting
- Signature Document Creation

**Configuration - cpq**
- Product Catalog
- Guided Selling
- Configuration Rules
- Price Configuration
- Visual Configuration

**Document Creation**
- Customizability: Variables and Fields
- Template Creation and Flexibility
- Rich Media
- Online Document Creation
- PDF Creation
- Custom Branding

**Contract Management Platform Features**
- Contract Creation
- Contract Templates
- Contract Editing
- Contract Attachments
- Contract Collaboration
- Approval Process
- Notifications & Reminders
- Contract Database
- Integrations / APIs
- Reporting & Dashboards

**Data Sources**
- Software
- Documents

**Generation**
- Templates
- Automation
- Branding

**Document Processing & Extraction - AI Proposal Generator Tools**
- Requirement Identification & Tagging
- Multi-Format Document Ingestion
- RFP & Questionnaire Parsing

**Pricing**
- Pricing Flexibility
- Discounting
- Commerical Rules
- Terms and Conditions
- Approval Workflow
- Renewals

**Workflow**
- Document Builder Interface
- Collaborative Creation
- Assembly and Approval Workflows

**Generative AI**
- AI Text Generation

**AI Response Generation - AI Proposal Generator Tools**
- Continuous Learning from Edits
- Response Personalization & Tone Control
- Contextual Answer Recommendations
- AI Draft Response Generation

**Quoting**
- Grouping
- Version Control
- Quote Document Generation
- Ordering
- Contracts

**Analytics**
- Engagement Tracking
- Proposal Effectiveness Reporting
- Reporting and Dashboards

**Delivery**
- Workflow
- Schedule
- Batch

**Agentic AI - Contract Management**
- Autonomous Task Execution

**Agentic AI - E-Signature**
- Autonomous Task Execution
- Cross-system Integration
- Adaptive Learning
- Natural Language Interaction
- Proactive Assistance
- Decision Making

**Content Management - AI Proposal Generator Tools**
- Governed Content Library
- Content Versioning & Approval Controls
- Duplicate Detection & Content Optimization

**Admin**
- Configuration Ease of Admin
- Pricing Administration
- Workflow Management
- Document Management

**Administration and Platform**
- User, Role, and Access Management
- Alerts and Notifications
- CRM Integration
- E-Signature Integration
- CPQ Integration
- API / Integrations

**Generative AI**
- AI Text Generation

**Collaboration & Workflow - AI Proposal Generator Tools**
- SME Assignment & Task Routing
- Review & Approval Workflows

**Security and Scalability**
- Regulatory Compliance
- Signature History and Audit
- Enterprise Scalability

**Channels**
- Mobile User Support
- Channel Partner Support
- eCommerce

**Agentic AI - Document Generation**
- Autonomous Task Execution

**Analytics & Performance - AI Proposal Generator Tools**
- Proposal Performance Analytics

**Platform**
- Custom Branding
- User, Role, and Access Management
- Internationalization
- Performance and Reliability
- Integration APIs

**Platform**
- CRM Integration
- Integration API
- Internationalization
- Scalability
- ERP Integration

**Generative AI - cpq**
- Dynamic Quoting
- Dynamic Pricing
- Personalized Sale Recommendations

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