--- title: Proposify Reviews meta\_title: 'Proposify Reviews 2026: Details, Pricing, & Features | G2' meta\_description: Filter 1143 reviews by the users' company size, role or industry to find out how Proposify works for a business like yours. aggregate\_rating: rating\_value: 4.6 review\_count: 1143 scale: '5' date\_modified: '2026-08-09' parent\_category: name: Quote Management url: https://www.g2.com/categories/quote-management --- # Proposify Reviews & Product Details Visit Website 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. * * * Product Website Proposify Seller [Proposify](https://www.g2.com/sellers/proposify) Discussions [Proposify Community](https://www.g2.com/products/proposify/discuss) Languages Supported English Solution Type All-in-One Overview by Mert Ovali Show More ## Pricing Pricing provided by Proposify. ### Basic $19.00 1 User Per Month [ View More Pricing Information ](https://www.g2.com/products/proposify/pricing) ## Proposify Integrations (7) What do users say about integrations? Verified by Proposify [ ![Product Avatar Image](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Product Avatar Image") AspireCRM ](https://www.g2.com/products/aspirecrm/reviews)[ ![Product Avatar Image](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Product Avatar Image") Dynamics 365 Sales ](https://www.g2.com/products/dynamics-365-sales/reviews)[ ![Product Avatar Image](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Product Avatar Image") HubSpot Sales Hub ](https://www.g2.com/products/hubspot-sales-hub/reviews)[ ![Product Avatar Image](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Product Avatar Image") Pipedrive ](https://www.g2.com/products/pipedrive/reviews)[ ![Product Avatar Image](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Product Avatar Image") Salesforce Appexchange ](https://www.g2.com/products/salesforce-appexchange/reviews)[ ![Product Avatar Image](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Product Avatar Image") Stripe Connect ](https://www.g2.com/products/stripe-connect/reviews)[ ![Product Avatar Image](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Product Avatar Image") Zapier ](https://www.g2.com/products/zapier/reviews) Show More ![Stuart T.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Stuart T.") ST Stuart T. Grip Small-Business (50 or fewer emp.) 7/24/2026 "Effortless Proposal Creation with Proposify" 4/5 What do you like best about Proposify? 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. What do you dislike about Proposify? 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. What problems is Proposify solving and how is that benefiting you? I use Proposify because it makes proposal creation simple and presentable, keeping me a step above competitors. It saves time with its easy templates and helps me handle recurring projects efficiently. Review collected by and hosted on G2.com. Show More Response from Justine Falconi of Proposify [Editedit](https://www.g2.com/survey_responses/proposify-review-13161256/official_response/edit) Hi Stuart, Thank you for the great feedback - it's wonderful to hear that Proposify is helping you stand out from competitors and that the templates are keeping things quick and efficient for you! Thanks again for taking the time to leave this review! Validated ReviewerSource: Organic ![Verified User in Marketing and Advertising](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Marketing and Advertising") GM Verified User in Marketing and Advertising Enterprise (\> 1000 emp.) 10/19/2025 Guest users or non-business users of the software, not included in G2 scores. "Streamlines Proposals With Smart Insights, Minor Design Limitations" 4/5 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. Review collected by and hosted on G2.com. 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. Review collected by and hosted on G2.com. 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. Review collected by and hosted on G2.com. Show More Our network of Icons are G2 members who are recognized for their outstanding contributions and commitment to helping others through their expertise.G2 IconCurrent UserValidated ReviewerIncentivizedSource: G2 invite ![Verified User in Information Technology and Services](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Information Technology and Services") GI Verified User in Information Technology and Services Mid-Market (51-1000 emp.) 10/7/2025 Guest users or non-business users of the software, not included in G2 scores. "Proposify made it really easy for me to create, send, and track proposals." 4/5 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. Review collected by and hosted on G2.com. 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. Review collected by and hosted on G2.com. 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. Review collected by and hosted on G2.com. Show More Validated ReviewerIncentivizedSource: G2 invite ![Ryan A.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Ryan A.") RA Ryan A. Video Production and Digital Marketing Specialist Small-Business (50 or fewer emp.) 2/11/2025 "A Good Proposal Tool Our Company" 4/5 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. Review collected by and hosted on G2.com. 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. Review collected by and hosted on G2.com. 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. Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerIncentivizedSource: G2 invite on behalf of seller ![Lauren M.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Lauren M.") LM Lauren M. Marketing & HR Administrative Specialist Small-Business (50 or fewer emp.) 10/24/2024 "Loving Proposify so far!!!!" 4/5 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. Review collected by and hosted on G2.com. 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. Review collected by and hosted on G2.com. 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. Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerSource: Organic JA Jeff A. President & CEO Small-Business (50 or fewer emp.) 10/17/2024 "Slick but glitchy" 3.5/5 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. Review collected by and hosted on G2.com. 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. Review collected by and hosted on G2.com. 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. Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerSource: Organic ![Charlie P.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Charlie P.") CP Charlie P. Lead Digital Strategist Small-Business (50 or fewer emp.) 6/24/2025 Guest users or non-business users of the software, not included in G2 scores. "Simple to Set Up Proposal Software" 4/5 What do you like best about Proposify? Easy to set up simple templates that are on brand. Review collected by and hosted on G2.com. 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. Review collected by and hosted on G2.com. 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 Review collected by and hosted on G2.com. Show More Validated ReviewerIncentivizedSource: G2 invite ![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 12/6/2024 Validated ReviewerSource: Organic CS Cassandra S. Business Dev Small-Business (50 or fewer emp.) 5/9/2024 "Its good" 3.5/5 What do you like best about Proposify? All proposals are templated and easy to use, ease of intergration with my CRM Review collected by and hosted on G2.com. What do you dislike about Proposify? Editing the proposals, copy and pasting is a pain Review collected by and hosted on G2.com. What problems is Proposify solving and how is that benefiting you? Time consumation - being able to quikcly create proposals Review collected by and hosted on G2.com. Show More 2/24/2025 Current UserValidated ReviewerIncentivizedSource: G2 invite on behalf of seller ![Verified User in Computer Software](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Computer Software") UC Verified User in Computer Software Small-Business (50 or fewer emp.) 11/19/2024 "Intuitive, fast, and great data on buyer behavior" 4/5 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. Review collected by and hosted on G2.com. 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. Review collected by and hosted on G2.com. 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. Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerIncentivizedSource: G2 invite on behalf of seller ## Questions about Proposify? Ask real users or explore answers from the community Get practical answers, real workflows, and honest pros and cons from the G2 community or share your insights. [ Ask about Proposify ](https://www.g2.com/products/proposify/discussions/new) ![Caroline F.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Caroline F.") CF Caroline Falkiner • Last activity about 4 years ago What is the best way to "band your proposals? 1 Upvote 1 [ Join the conversation ](https://www.g2.com/discussions/what-is-the-best-way-to-band-your-proposals) ![Evan M.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Evan M.") EM Evan Morsell • Last activity over 4 years ago What's the best way to present 3 packages to a client with individual line items for each package? 1 Upvote 1 [ Join the conversation ](https://www.g2.com/discussions/what-s-the-best-way-to-present-3-packages-to-a-client-with-individual-line-items-for-each-package) [ View all Discussions ](https://www.g2.com/products/proposify/discuss) ## Pricing Options Pricing provided by Proposify. ### Basic $19.00 1 User Per Month ### Team Plan $49.00 1 User Per Month ### Business Plan $780.00 1 User Per Year [ View More Pricing Information ](https://www.g2.com/products/proposify/pricing) Proposify Comparisons ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/small_square/small_square_c9c02185b2606c5e58ac5c37522d55fe/pandadoc.png "Product Avatar Image") PandaDoc 4.7/5(3,648) [ Compare Now ](https://www.g2.com/compare/pandadoc-vs-proposify) ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/small_square/small_square_2f5833ae3e3fa56504b149eb75f00981/qwilr.png "Product Avatar Image") Qwilr 4.6/5(914) [ Compare Now ](https://www.g2.com/compare/proposify-vs-qwilr) ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/small_square/small_square_dbcd9e816d56d44d228fa2fb51f2c9d0/better-proposals.png "Product Avatar Image") Better Proposals 4.3/5(51) [ Compare Now ](https://www.g2.com/compare/better-proposals-vs-proposify) ##### ##### Proposify Features Document Creation Customizability: Variables and Fields Template Creation and Flexibility Rich Media Workflow Document Builder Interface Collaborative Creation Assembly and Approval Workflows Analytics Engagement Tracking Proposal Effectiveness Reporting Reporting and Dashboards Administration and Platform User, Role, and Access Management Alerts and Notifications Electronic Signature [ View More Features ](https://www.g2.com/products/proposify/features) ## Top-Rated Alternatives [ ![PandaDoc](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "PandaDoc") PandaDoc 4.7/5(3,648) ](https://www.g2.com/products/pandadoc/reviews) [ ![Qwilr](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Qwilr") Qwilr 4.6/5(914) ](https://www.g2.com/products/qwilr/reviews) [ ![GetAccept](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "GetAccept") GetAccept 4.6/5(1,267) ](https://www.g2.com/products/getaccept/reviews) [ View All Alternatives ](https://www.g2.com/products/proposify/competitors/alternatives) ##### Categories on G2 [E-Signature](https://www.g2.com/categories/e-signature)[Document Generation](https://www.g2.com/categories/document-generation)[Contract Management](https://www.g2.com/categories/contract-management) [E-Signature](https://www.g2.com/categories/e-signature)[Document Generation](https://www.g2.com/categories/document-generation)[Contract Management](https://www.g2.com/categories/contract-management)[Proposal](https://www.g2.com/categories/proposal)[CPQ](https://www.g2.com/categories/cpq)[AI Proposal Generator Tools](https://www.g2.com/categories/ai-proposal-generator-tools) [Show MoreShow Less](javascript:void(0);) ##### Explore More [Popular relational database services for app developers](https://www.g2.com/discussions/what-are-the-most-popular-relational-database-services-for-app-developers)[IBM InfoSphere Optim Data Privacy vs Tonic.ai: which data de-identification platform supports more flexible masking strategies including tokenization and synthetic replacement?](https://www.g2.com/discussions/ibm-infosphere-optim-data-privacy-vs-tonic-ai-which-data-de-identification-platform-supports-more-flexible-masking-strategies-including-tokenization-and-synthetic-replacement)[FACTS Financial Aid Management vs Ellucian Student: which financial aid software is better for managing digital applications and verifying family income documents?](https://www.g2.com/discussions/facts-financial-aid-management-vs-ellucian-student-which-financial-aid-software-is-better-for-managing-digital-applications-and-verifying-family-income-documents) [Which file reader tools offer automation to reduce repetitive tasks while meeting compliance requirements?](https://www.g2.com/discussions/which-file-reader-tools-offer-automation-to-reduce-repetitive-tasks-while-meeting-compliance-requirements)[Most recommended security compliance software for corporate use](https://www.g2.com/discussions/what-s-the-most-recommended-security-compliance-software-for-corporate-use)[Pros and Cons Details](https://www.g2.com/products/proposify/reviews?qs=pros-and-cons) [Show MoreShow Less](javascript:void(0);)