Proposify Reviews & Product Details

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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 Review collected by and hosted on G2.com.

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 Review collected by and hosted on G2.com.

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 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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

The proposal is professional-looking and can be tailored to the customer in content and photos from the Unsplash library. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

This is an easy-to-use and professional proposal tool that consistently delivers reliable results and is straightforward to implement. Review collected by and hosted on G2.com.

There isn't much more I can add—they really are exceptional. Review collected by and hosted on G2.com.

I liked that it had a proposal and delivery method - but they they ruined it when introducing AI Review collected by and hosted on G2.com.

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 Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.