![Sara J.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Sara J.") SJ Sara J. Sales Operations Support Mid-Market (51-1000 emp.) 5/9/2024 "How Proposify has helped Caldwell & Gregory" 4/5 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. Review collected by and hosted on G2.com. 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? Review collected by and hosted on G2.com. 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. Review collected by and hosted on G2.com. Show More Rating Updated (12/6/2024) Validated ReviewerSource: Organic See what 1116 reviewers think of Proposify 4.6 out of 5 ยท Verified reviews from real users [ Read all reviews ](https://www.g2.com/products/proposify/reviews)