--- 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: '2026-08-14' parent_category: name: Quote Management url: https://www.g2.com/categories/quote-management --- # Proposify Reviews **Vendor:** Proposify **Category:** [Proposal Software](https://www.g2.com/categories/proposal) **Average Rating:** 4.6/5.0 **Total Reviews:** 1,143 ## 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 love the **ease of use** of Proposify, enabling quick setup and efficient proposal sending. (25 reviews) - Users value the **extensive template library** in Proposify, enhancing proposal creation speed and flexibility. (17 reviews) - Users find Proposify's **easy creation** of proposals invaluable, fostering consistency and improving collaboration among teams. (16 reviews) - Users find **Easy Setup** with Proposify allows for quick, professional proposals, saving time and streamlining processes. (13 reviews) - Users value the **ease of template creation** in Proposify, allowing quick customization for professional proposals. (13 reviews) - Time-saving (12 reviews) - Users highlight the **ease of creation** with Proposify, appreciating its user-friendly interface and seamless proposal process. (11 reviews) - Efficiency (11 reviews) - Users value the **collaborative tools and automation** in Proposify, enhancing proposal efficiency and offering pricing flexibility. (11 reviews) - Customizability (10 reviews) **What users dislike:** - Users find the **limited customization options** in Proposify make it cumbersome to edit proposals effectively. (14 reviews) - Users find **difficult editing** in Proposify frustrating, as the page editor lacks refinement and alignment can be tricky. (11 reviews) - Users find **editing difficult** , with issues in alignment and refinement that complicate proposal customization. (9 reviews) - Users experience **slow performance** with Proposify, facing lag and frustrating delays during editing and proposal updates. (7 reviews) - Users find **layout issues** in Proposify, as template changes and managing pricing tables can be cumbersome. (6 reviews) - Limited Features (6 reviews) - Users find **template issues** frustrating, especially with organization, messy UI, and restrictive pricing tables. (6 reviews) - Bug Issues (5 reviews) - Expensive (5 reviews) - Font Customization (5 reviews) ## Proposify Reviews ### 1. 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. ### 2. 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 ### 3. 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. ### 4. 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. ### 5. 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. ### 6. Proposify is a game changer (cliches are cliches for a reason) **Rating:** 5.0/5.0 stars **Reviewed by:** Gary W. | President & CEO, Small-Business (50 or fewer emp.) **Reviewed Date:** February 28, 2018 **What do you like best about Proposify?** The ability to create templates based on the types of work that our agency does. Web Development, Social Media Management, Inbound Marketing etc. This coupled with actually turning a proposal into a standardized client agreement (contract) with electronic signatures, game changer! **What do you dislike about Proposify?** For us there's not much to dislike at this point. The editor is a little outdated but works. Pagination can be finicky but not enough so that we'd ever want to go back to Word docs and PDF's. Font options, size and color could be easier. **Recommendations to others considering Proposify:** Give it a try and compare it to others out there. Cost vs. benefits could not be beaten in our opinion. **What problems is Proposify solving and how is that benefiting you?** Managing a pipeline of proposals in a consistent way. Best thing ever is the notifications on my Apple watch when a proposal is viewed, accepted etc. ### 7. Proposify is more than electronic signature, Its a complete solution to close deals faster. **Rating:** 5.0/5.0 stars **Reviewed by:** Peter B. | Principal & WSI Marketing Consultant , Computer Software, Small-Business (50 or fewer emp.) **Reviewed Date:** June 29, 2019 **What do you like best about Proposify?** I like the ability to create templates, sections for different services, and snippets. This makes it easy to send proposals faster for different services. **What do you dislike about Proposify?** The editor can be challenging, and cut and paste sometimes mess up the formatting. Fee tables are very cool but also has it downfalls. **Recommendations to others considering Proposify:** Proposify is growing with an incredible support department. When I had an issue with the product that was not a bug just misunderstanding on how to use it support we awesome. **What problems is Proposify solving and how is that benefiting you?** Helping close deals faster and get signatures. The huge benefit is the tracking of when it opened how long are the review sections of the proposal. Delivering proposals faster. **Official Response from Elise Snow-Kropla:** > Hi Peter, Thanks so much for your review of Proposify! It's so great to hear that you're closing deals faster with e-signatures - it definitely helps streamline things for the client! We also appreciate your feedback regarding the editor. We're always working to improve our software, and comments like yours help us make Proposify an even more powerful tool for you and your team! Best of luck with any upcoming proposals! ### 8. Proposal Software to Save Time and Impress Potential Clients **Rating:** 5.0/5.0 stars **Reviewed by:** Ron R. B. | Founder / CEO, Marketing and Advertising, Small-Business (50 or fewer emp.) **Reviewed Date:** June 13, 2020 **What do you like best about Proposify?** Proposify allows me to create incredible, compelling proposals in minutes instead of hours. Their library allows me to easily "plug in" different contracts, testimonials, or other items based on a client industry . I can now put together a proposal in minutes instead of hours. Even better, I can see where potential clients are spending their time on the proposal review. Pro Tip: Walk clients through the proposal in Presentation Mode in Webinar for highest close rates. The ability to add PDF's into your presentation is a relatively recent improvement that has been a huge win for us. We have a lot of documentation in PDF format that is easily uploaded now. The Hubspot integration makes importing contact and business information into the contract a breeze. You can even collect a setup fee through Proposify now. They are incredibly responsive when it comes to customer support and product enhancements. **What do you dislike about Proposify?** They have a lot of templates, but I wish it were even more. They're really helpful and allows anyone to make a great looking presentation. **What problems is Proposify solving and how is that benefiting you?** Proposals were taking a long time to create and depending on who created them there was some inconsistency. We now have "authorized" templates that can be spun up in a matter of minutes. Easy to keep track of outstanding proposals and pipeline. Having a fully polished proposal ready in minutes has really helped us increase the sales of our company. **Official Response from Elise Snow-Kropla:** > Hi Ron, Thanks for taking the time to leave us such a detailed review! We really thrive on in-depth feedback and hearing all the ways Proposify is helping your proposal process puts a huge smile on our faces. Best of luck with any upcoming proposals, and happy closing! ### 9. Love the Professional Presentation **Rating:** 4.5/5.0 stars **Reviewed by:** Richard J. | Digital Marketing Consultant, Information Technology and Services, Small-Business (50 or fewer emp.) **Reviewed Date:** July 26, 2019 **What do you like best about Proposify?** The tool represents a modern, professional approach to presenting and reviewing proposals with clients. **What do you dislike about Proposify?** Building the fee tables can be frustrating and unforgiving while creating them. Replicating past builds not as easy as hoped for. **Recommendations to others considering Proposify:** Be patient, think logically about how you want the story to flow and Proposify will help you present it professionally **What problems is Proposify solving and how is that benefiting you?** So far, I’ve submitted 3 proposals, won 2 of them and the 3rd is in review. Clients have all stated they’ve appreciated the professional look and feel along with the ease of reviewing together. **Official Response from Elise Snow-Kropla:** > Hi Richard, Thanks for reviewing our software! It's really great to hear your feedback, along with your clients' feedback. Also, congrats on the two deals you've closed so far! We appreciate your comments regarding the fee tables - we're always working on improving the user experience and this is valuable info. In the meantime, you can always reach out to support@proposify.com (or connect with them in-app) with any formatting or fee table questions, and they'll be happy to help ensure your proposals look exactly the way you want them to. Happy closing! ### 10. Proposify will make your proposals look like a professional **Rating:** 5.0/5.0 stars **Reviewed by:** Kelly B. | Principal Consultant, Small-Business (50 or fewer emp.) **Reviewed Date:** May 12, 2021 **What do you like best about Proposify?** One of the standout features of Proposify is its ability to elevate the professional appearance of proposals. I am convinced that the end product has significantly contributed to my success in winning deals. Features like electronic signatures, interactive quoting, and integrated CRM functionalities make Proposify a powerful asset in managing proposals efficiently and effectively. **What do you dislike about Proposify?** Proposify does come with a learning curve that might be a hurdle for new users. The initial setup and customization of templates require a good understanding of the tool’s capabilities and options, which can be time-consuming **What problems is Proposify solving and how is that benefiting you?** Getting out quality proposals and reports to my clients. It also allows me to see which parts of the proposal they are spending the most time reviewing. ## 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?filters%5Bsentiment_snippet%5D=1453348&qs=pros-and-cons§ion=pricing&secure%5Bexpires_at%5D=2026-08-14+15%3A20%3A38+-0500&secure%5Bsession_id%5D=f2898a5f-0c01-42c8-91cf-fc8db1521982&secure%5Btoken%5D=4bdeef163f2a458c2e05a56976b76b5dfafc267875a81f3fcd3496b8f80b621e&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) - [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 - Multi-Party Signing - Electronic Signature **Additional Functionality** - Tagging - Natural Language Processing - Data Extraction - Multi-Language - Predictive Analytics - Drag & Drop - Speech Recognition - Reporting/Analytics - Data Storage Management - Virtual Personal Assistant (VPA) - AI Copilot - Customer Segmentation - Collaboration Tools - Data Import/Export - Generative AI - For eCommerce - Role-Based Permissions - Customizable Branding - Search/Filter - Monitoring - Document Management - API - Data Visualization - Trend Analysis - Machine Learning - Access Controls/Permissions - Alerts/Escalation - Performance Metrics - Real-Time Data - Third-Party Integrations - Mobile App - Multiple Data Sources - For Sales Teams/Organizations - Sentiment Analysis - Activity Dashboard - Chatbot - Workflow Automation **Additional Functionality** - Third-Party Integrations - To-Do List - @mentions - Single Sign On - File Management - Activity Dashboard - Drag & Drop - Alerts/Notifications - Prioritization - Access Controls/Permissions - Screen Sharing - Content Management - Brainstorming - AI Copilot - File Transfer - Calendar Management - Status Tracking - Real-Time Notifications - Version Control - Task Management - Activity Tracking - Real Time Editing - Communication Management - Chat/Messaging - Tagging - Generative AI - Assignment Management - Task Scheduling - Project Management - Collaboration Tools - Workflow Management - Secure Data Storage - File Sharing - Document Storage - Task Progress Tracking - Discussions/Forums - Commenting/Notes - Reporting & Statistics - Contact Management - Video Conferencing - Progress Tracking - Mobile Access - API - Document Management - Customizable Branding **Additional Functionality** - AI Copilot - Electronic Signature - Approval Process Control - Customer History - Workflow Management - Reminders - Automated Quoting - Price/Margin Management - Contact Management - Drag & Drop - Pricing and Cost Calculations - Calendar Management - Catalog Management - Client Portal - Discount Management - Real-Time Data - Proposal Generation - Billing & Invoicing - Generative AI - Customizable Branding - Template Management - Document Management - Estimating - Email Management - Third-Party Integrations - Reporting & Statistics - Access Controls/Permissions - Customizable Fields - CRM - Pricing Management - API - Accounting Integration - Activity Dashboard - Contract/License Management - Electronic Payments - Audit Trail - Quotes/Estimates **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 - Customizable Templates - Contract Editing - Contract Attachments - Contract Collaboration - Approval Process - Notifications & Reminders - Contract Database - Integrations / APIs - Reporting & Dashboards - Government Contracts - Specialty Contracts - Alerts/Notifications - Third-Party Integrations **Data Sources** - Software - Documents **Generation** - Templates - Automation - Branding - Email Templates - Alerts/Notifications - Document Templates - Customizable Templates **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 - Generative AI **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 - Approval Process Control **Analytics** - Engagement Tracking - Proposal Effectiveness Reporting - Reporting and Dashboards **Delivery** - Workflow - Schedule - Batch - Compliance Management - Workflow Management **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 - Third-Party Integrations - Multi-Language **Content Management - AI Proposal Generator Tools** - Governed Content Library - Content Versioning & Approval Controls - Duplicate Detection & Content Optimization **Additional Functionality** - Reporting/Analytics - Electronic Signature - Full Text Search - Data Import/Export - CRM - Audit Management - Digital Signature - Contract Drafting - Activity Tracking - Customizable Reports - Sell Side (Customers) - Task Management - Renewal Management - Annotations - Workflow Management - Data Extraction - Audit Trail - Contract Negotiation - Drag & Drop - Document Storage - Customizable Fields - AI Redlining - Version Control - Completion Tracking - Contact Management - Access Controls/Permissions - AI Copilot - Document Review - Customizable Branding - Configurable Workflow - Document Management - Compliance Tracking - Buy Side (Suppliers) - Payment Processing **Admin** - Configuration Ease of Admin - Pricing Administration - Workflow Management - Document Management - Contact Management - Discount Management - Catalog Management - Contract/License Management - Renewal Management - Price/Margin Management - Order Management **Administration and Platform** - User, Role, and Access Management - Alerts and Notifications - CRM Integration - Electronic Signature - CPQ Integration - API / Integrations - Contract/License Management - Knowledge Base Management - Contact Management - RFP Management - Workflow Management - Document Management - Task Management - API **Generative AI** - AI Text Generation - Generative AI - Document 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 **Generative AI** - Generative AI - Proposal Generation **Agentic AI - Document Generation** - Autonomous Task Execution **Analytics & Performance - AI Proposal Generator Tools** - Proposal Performance Analytics **Additional Functionality** - Templates - Collaboration Tools - AI Copilot - CRM - Automatic Formatting - Client Portal - Access Controls/Permissions - Quotes/Estimates - Customizable Reports - Content Library - Data Import/Export - Document Review - Document Automation - Reminders - Audit Trail - Reporting & Statistics - Approval Process Control - Version Control **Additional Functionality** - Customizable Forms - Multiple Format Support - Activity Dashboard - Activity Tracking - Drag & Drop - Digital Signature - Collaboration Tools - API - Search/Filter - Third-Party Integrations - Text Editing - Audit Trail - Approval Process Control - Content Management - Multiple Output Formats - Offline Access - Data Import/Export - Access Controls/Permissions - Forms Management - Data Synchronization - Content Library - Customizable Fields - Multi-Language - Data Storage Management - Contract Drafting - Archiving & Retention - Full Text Search - Interaction Tracking - Contract/License Management - Document Review - Batch Processing - Conditional Logic - Document Management - Document Storage - Template Management - Electronic Signature - Reporting & Statistics - Version Control - AI Copilot - Workflow Automation **Platform** - Custom Branding - User, Role, and Access Management - Internationalization - Performance and Reliability - Integration APIs - Email Management - Template Management - Mobile Access - Forms Management - Contact Management - Compliance Management - Workflow Management - Document Management - Contract/License Management - Renewal Management - Registration Management - Event Management - Marketing Management - Expiration Management - Offline Access - Video Management **Platform** - CRM Integration - Integration API - Internationalization - Scalability - ERP Integration - Activity Dashboard - Third-Party Integrations **Additional Functionality** - File Sharing - Approval Process Control - Alerts/Notifications - Authentication - Data Security - Reminders - Reporting & Statistics - Access Controls/Permissions - Version Control - Single Sign On - Audit Trail - AI Copilot - Activity Dashboard - Encryption - Signature Capture - Document Conversion - Drag & Drop - Archiving & Retention - Team Collaboration - Generative AI - Status Tracking - Customizable Fields - Searchable Database - QR Codes - Two-Factor Authentication - Search/Filter - Multi-Location - Real-Time Data - Data Synchronization - Age Verification - Customer Database - Secure Data Storage - Waiver Kiosk - Data Import/Export - Photo Capture - Conditional Logic - Customizable Templates **Generative AI - cpq** - Dynamic Quoting - Dynamic Pricing - Personalized Sale Recommendations **Additional Functionality** - Price and Cost Calculations - Data Visualization - Rules Engine - Real-Time Data - Quotes/Estimates - Audit Trail - Drag & Drop - Access Controls/Permissions - Sales Automation - Document Storage - AI Copilot - CRM - Customizable Templates - Product Configurator - Self Service Portal - Forecasting - Bills of Material - Multi-Currency - Generative AI - Customizable Branding - Electronic Signature - Document Templates - Reporting & Statistics ## Top Proposify Alternatives - [PandaDoc](https://www.g2.com/products/pandadoc/reviews) - 4.7/5.0 (3,519 reviews) - [Qwilr](https://www.g2.com/products/qwilr/reviews) - 4.6/5.0 (901 reviews) - [GetAccept](https://www.g2.com/products/getaccept/reviews) - 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