--- 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: '2026-08-11' 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 ![Miguel F.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Miguel F.") MF Miguel F. Software Developer Information Technology and Services Mid-Market (51-1000 emp.) 7/23/2026 "Fewer duplicate documents and tighter control over what we actually promise clients" 4.5/5 What do you like best about Proposify? We organized the Content Library around the parts of a technical proposal that tend to cause problems later on: API development, migrations, authentication, environments, post-launch support, and client responsibilities. We also store frequently used diagrams, pricing blocks, and implementation tables there. When our support policy changes or we stop offering a specific integration version, we update the approved source once, instead of hoping everyone remembers which older proposal needs to be corrected. Sections can be created directly in the library and then inserted into documents or templates. That lets us reuse the parts that should stay consistent without forcing every proposal into the same rigid structure. Variables are simple, but they’ve prevented some very visible mistakes. We use them for the client, company, owner, value, dates, and other project-specific details. In an earlier implementation, an internal draft went out with another client’s name buried inside a technical section that had been copied manually. Since moving those details into Variables and mapping them from the opportunity, that risk has dropped significantly. Review collected by and hosted on G2.com. What do you dislike about Proposify? Proposify can make a scope look much clearer without actually making the scope itself any better. A polished proposal can still be risky when dependencies, acceptance criteria, client responsibilities, or technical assumptions haven’t been properly worked through. The platform helps us standardize the document and add some controls around how it moves through our process, but it doesn’t replace discovery or an engineering review. Review collected by and hosted on G2.com. What problems is Proposify solving and how is that benefiting you? A proposal for an ERP integration was almost ready to send when I reviewed the technical section and realized sales had bundled real-time, bidirectional synchronization, historical migration, and six months of support into the same price we had estimated for a simple nightly import. The document looked polished and complete, but the project it described wasn’t the project engineering had actually priced. We reopened it in Proposify, swapped the outdated section for an approved block from the Content Library, filled in the client details and dates using Variables, and reworked the Pricing Table to reflect discovery, core implementation, optional migration, and recurring support. We also added a Client Input Form to have the client confirm which system would be treated as the source of truth, since that choice affected far more than just the wording of the proposal. Because the revised scope exceeded what had originally been approved, the Approval Workflow routed the document through delivery and finance before sales could send it. The client chose migration as an add-on, signed electronically, and paid the deposit through Stripe. Proposify didn’t fix the original estimate for us. What it did do was surface the mismatch early enough to correct it, keep approved content centralized, and tie together pricing, review, client input, signature, and payment—without forcing sales and engineering to reconstruct the full story in yet another meeting. 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-13148367/official_response/edit) Hi Miguel, Thank you for this incredibly detailed review - it's clear you've built a really great workflow around the content library and variables, and we love seeing it used to this level. Thanks again for taking the time to share a look at how your team uses the platform! Current UserValidated ReviewerIncentivizedSource: G2 invite KT Kevin T. District Commercial Sales Manager Small-Business (50 or fewer emp.) 7/27/2026 "Easy Proposal System Creation Once Templates Are Set Up" 4.5/5 What do you like best about Proposify? Once the proposal template is set up, it’s relatively easy to create a proposal. The main issue is that editing the proposal can be a bit clunky at times, which makes revisions feel less smooth than they should. Review collected by and hosted on G2.com. What do you dislike about Proposify? The main issue I’ve found is that I can’t categorize proposals or my pipeline. I’d like the ability to set up categories such as “won,” or group items by company name when there are multiple accounts under the same company. Review collected by and hosted on G2.com. What problems is Proposify solving and how is that benefiting you? No problems so far. At its core, the program is a proposal software with a CRM component that helps me stay in touch with customers who are already in the system and have a proposal. 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-13169996/official_response/edit) Hi Kevin, Thank you for the feedback, it's great to hear that Proposify is helping you to stay in touch with customers, and that your proposal template makes proposal creation easier! I don't know if you've tried new Proposify (v3) yet, but in that version you can create folders and subfolders to easily group proposals. You can also filter and sort by status, such as 'won', and bookmark your filter/sort criteria so that every time you come back to the list it's already applied. If you run into any trouble setting these up, our support team is happy to help - just reach out anytime. Thanks again for taking the time to leave this review, Kevin! Current UserValidated ReviewerIncentivizedSource: Seller invite ![Marcial L.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Marcial L.") ML Marcial L. Consultor en Marketing Digital para Argentina y Uruguay Small-Business (50 or fewer emp.) 7/24/2026 "Facilitate Tracking and Proposals, Although Local Language is Missing" 4.5/5 What do you like best about Proposify? I like that with Proposify I can track proposals. I can know if the client opened the proposal, if they forwarded it, or what actions they took. Additionally, I can schedule reminders for the client to view the proposal, which makes it easier to approach and follow up with the client, which is good. Review collected by and hosted on G2.com. What do you dislike about Proposify? For me, one of the things is that the platform for Latin America should be in Spanish, since it is the language we speak. I would also like to have some artificial intelligence tool integrated or a direct connection with email. Moreover, although I already have the packages loaded, not all clients accept a closed package, so I have to work on each of them individually, and that could be sped up. Here, it would be useful to have an AI tool to facilitate the task. Review collected by and hosted on G2.com. What problems is Proposify solving and how is that benefiting you? Proposify makes it easy to upload products and client data, sending proposals easily. You can track to know if the client opened it or resend it. It has simplified a lot for us compared to making manual proposals, although each proposal still needs to be customized if closed packages cannot be used. 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-7902039/official_response/edit) Hi Marcial, Thank you for taking the time to share this feedback, it's great to hear that tracking and reminders have made it easier for you to follow up with clients and stay on top of your proposals. There is a way to switch your proposal language to Spanish, so your customers will receive the document in Spanish, here's how to do that: https://legacy-support.proposify.com/hc/en-us/articles/4845638686235-Language-date-formatting On the AI front, have you tried V3 (New Proposify)? There is an AI feature that lets you create proposal content directly in the editor, which could help speed up customizing those individual packages. If you have any questions or need support, our team is happy to help,  just reach out anytime. Thanks again for your review! Validated ReviewerIncentivizedSource: Seller inviteAI Translated MA Maria A. Senior Sales Executive Mechanical or Industrial Engineering Small-Business (50 or fewer emp.) 5/25/2026 "Effortlessly Bridges Sales and Marketing" 4.5/5 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. Review collected by and hosted on G2.com. 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. Review collected by and hosted on G2.com. 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. Review collected by and hosted on G2.com. Show More Response from Kyle Racki of Proposify [Editedit](https://www.g2.com/survey_responses/proposify-review-12868681/official_response/edit) We're thrilled to hear that Proposify has been a valuable asset for your sales team, especially with the Salesforce integration and branding control for marketing. I appreciate your feedback on the notification setup, and I'm excited to tell you that the new version of Proposify has the notification preferences based on days since it hasn't been opened! Would love to show you that feature if you reach out to me. Validated ReviewerIncentivizedSource: G2 invite on behalf of seller ![Verified User in Facilities Services](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Facilities Services") CF Verified User in Facilities Services Small-Business (50 or fewer emp.) 4/29/2019 "Proposify" 5/5 What do you like best about Proposify? Time-saving features and an excellent proposal presentation. The WYSIWYG format is great, and once the templates are set up, proposal creation time is reduced by about 80%. Pricing is also quite reasonable for individual users. Review collected by and hosted on G2.com. What do you dislike about Proposify? There is a cost. Although Proposify is a Canadian Company, the charge in $US. Review collected by and hosted on G2.com. Recommendations to others considering Proposify: Give it a try, I believe they still offer an opportunity to try it out at no charge. Review collected by and hosted on G2.com. What problems is Proposify solving and how is that benefiting you? The software saves us approximately one month of time during the year that can be utilized to generate additional proposals and work on projects. Review collected by and hosted on G2.com. Show More Response from Elise Snow-Kropla of Proposify [Editedit](https://www.g2.com/survey_responses/proposify-review-2177784/official_response/edit) Hi Ernie, Thanks for writing a review! Fantastic to hear that Proposify is helping you save time and deliver exceptional-looking proposals to your clients. Keep it up, and happy closing! 7/24/2026 Current UserValidated ReviewerIncentivizedSource: Seller invite AF Andre F. Digital Marketing Specialist Small-Business (50 or fewer emp.) 6/14/2026 "Provides Reliable Accuracy in Generating Proposals and Quick Sending of Quotation Summary to Clients" 5/5 What do you like best about Proposify? The platform gave us all the necessary tools to create the playbook on our own which helps standardize quote flows across deal types and the successful training and guidance from the delivery team ensures we are totally independent when it comes to customizing our quotes and proposals. Review collected by and hosted on G2.com. What do you dislike about Proposify? There are no features that I would want changed they have already taken into account our suggestions and incorporated them into updates. Review collected by and hosted on G2.com. What problems is Proposify solving and how is that benefiting you? It makes it easy for use to generate accurate proposals which helped modernize, accelerate and gain control over our sales and deal execution process. Review collected by and hosted on G2.com. Show More Response from Jennifer Faulkner of Proposify [Editedit](https://www.g2.com/survey_responses/proposify-review-12957267/official_response/edit) Love hearing that Proposify is helping your team move quickly on deals without bottlenecks from waiting on other depts, Andre! Thank you! Validated ReviewerIncentivizedSource: G2 invite ![Diane M.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Diane M.") DM Diane M. Small-Business (50 or fewer emp.) 6/1/2026 "Effortless Proposal Creation, Highly Customizable" 5/5 What do you like best about Proposify? I love how quick and easy it is to put proposals together with Proposify. I appreciate how everything is communicated in a way that is engaging, making it easier for clients to sign right through the link. I enjoy how much you can customize proposals and make them visually appealing. The initial setup was great, and overall, it works great! Review collected by and hosted on G2.com. What do you dislike about Proposify? Honestly, they're really great with feedback. They listen to their users and make adjustments to the software accordingly Review collected by and hosted on G2.com. What problems is Proposify solving and how is that benefiting you? Proposify makes it quick and easy to put proposals together, communicating engagingly, and allowing clients to sign through a link. Review collected by and hosted on G2.com. Show More Validated ReviewerSource: Organic ![Abhijeet K.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Abhijeet K.") AK Abhijeet K. Digital Marketing Team Mid-Market (51-1000 emp.) 11/17/2025 "Effortless Proposal Creation with Professional Templates" 4.5/5 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. Review collected by and hosted on G2.com. 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. Review collected by and hosted on G2.com. 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 Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerIncentivizedSource: G2 invite KB Kimberly B. Assistant Marketing Manager Mid-Market (51-1000 emp.) 6/10/2026 "Streamlines Proposal Creation and Client Engagement Tracking to Help Close Deals Efficiently" 5/5 What do you like best about Proposify? The tool provides a powerful digital proposal management workflow from creation through to sending, tracking and customer digital signing which increases the probability of successful deal closure. Review collected by and hosted on G2.com. What do you dislike about Proposify? Very positive experience with this tool with nothing to dislike as it has provided a professional, consistent and fast way of creating and sharing proposals. Review collected by and hosted on G2.com. What problems is Proposify solving and how is that benefiting you? The tool helps create professional proposals quickly and makes it easy to track engagement which helps prioritize follow-ups and tailor conversations based on client interests leading to higher close rates. Review collected by and hosted on G2.com. Show More Response from Jennifer Faulkner of Proposify [Editedit](https://www.g2.com/survey_responses/proposify-review-12943303/official_response/edit) Love hearing that engagement tracking is helping your team have better follow-up conversations, Kimberly. Thanks for sharing! Validated ReviewerIncentivizedSource: G2 invite IL Isabelle L. Marketing Executive Mid-Market (51-1000 emp.) 6/11/2026 "Provides Great Workflows to Prepare Price Quotations and Proposals for a Smooth Sales Process" 5/5 What do you like best about Proposify? It’s flexibility has made it simple for us to manage complex pricing setup needs and its so easy to send out proposals ensuring that we effectively manage renewals and have a very smooth sales process. Review collected by and hosted on G2.com. What do you dislike about Proposify? Can’t think of anything I don’t like the tool works great and keeps our proposals professional and standardized. Review collected by and hosted on G2.com. What problems is Proposify solving and how is that benefiting you? The tool simplifies the process of generating, sending and tracking proposals sent to clients leading to greater consistency across customer communications which accelerates purchasing decisions. Review collected by and hosted on G2.com. Show More Response from Jennifer Faulkner of Proposify [Editedit](https://www.g2.com/survey_responses/proposify-review-12950265/official_response/edit) We're so glad Proposify has helped you build a consistent proposal process that makes renewals and sales run more smoothly, Isabelle!Thank you! Validated ReviewerIncentivizedSource: G2 invite ## 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) ![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) ![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) [ 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(3,651) [ 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(3,651) ](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 [Best tools for automating HR workflows in HCM](https://www.g2.com/discussions/what-are-the-best-tools-for-automating-hr-workflows-in-hcm)[Best multi-country payroll software for small business](https://www.g2.com/discussions/what-s-the-best-multi-country-payroll-software-for-small-businesses)[Best AI code generation tools for accelerating boilerplate and API development](https://www.g2.com/discussions/best-ai-code-generation-tools-for-accelerating-boilerplate-and-api-development) [Is a dedicated capital project management platform worth it for a utilities company?](https://www.g2.com/discussions/is-a-dedicated-capital-project-management-platform-worth-it-for-a-utilities-company%20)[What's the best AR training simulator platform for a mid-sized manufacturing company?](https://www.g2.com/discussions/what-s-the-best-ar-training-simulator-platform-for-a-mid-sized-manufacturing-company)[Pros and Cons Details](https://www.g2.com/products/proposify/reviews?qs=pros-and-cons) [Show MoreShow Less](javascript:void(0);)