--- title: Proposify Reviews meta_title: 'Proposify Reviews 2026: Details, Pricing, & Features | G2' meta_description: Filter 1138 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: 1138 scale: '5' date_modified: '2026-07-17' 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:** 1,138 ## 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. Effortlessly Bridges Sales and Marketing **Rating:** 4.5/5.0 stars **Reviewed by:** Maria A. | Senior Sales Executive, Mechanical or Industrial Engineering, Small-Business (50 or fewer emp.) **Reviewed Date:** May 25, 2026 **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. **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. **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. **Official Response from Kyle Racki:** > 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. ### 2. Provides Reliable Accuracy in Generating Proposals and Quick Sending of Quotation Summary to Clients **Rating:** 5.0/5.0 stars **Reviewed by:** Andre F. | Digital Marketing Specialist, Small-Business (50 or fewer emp.) **Reviewed Date:** June 14, 2026 **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. **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. **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. **Official Response from Jennifer Faulkner:** > Love hearing that Proposify is helping your team move quickly on deals without bottlenecks from waiting on other depts, Andre! Thank you! ### 3. Effortless Proposal Creation, Highly Customizable **Rating:** 5.0/5.0 stars **Reviewed by:** Diane M. | Small-Business (50 or fewer emp.) **Reviewed Date:** June 01, 2026 **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! **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 **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. ### 4. Effortless Proposal Creation with Professional Templates **Rating:** 4.5/5.0 stars **Reviewed by:** Abhijeet K. | Digital Marketing Team, Mid-Market (51-1000 emp.) **Reviewed Date:** November 17, 2025 **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. **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. **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 ### 5. Streamlines Proposal Creation and Client Engagement Tracking to Help Close Deals Efficiently **Rating:** 5.0/5.0 stars **Reviewed by:** Kimberly B. | Assistant Marketing Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** June 10, 2026 **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. **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. **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. **Official Response from Jennifer Faulkner:** > Love hearing that engagement tracking is helping your team have better follow-up conversations, Kimberly. Thanks for sharing! ### 6. Provides Great Workflows to Prepare Price Quotations and Proposals for a Smooth Sales Process **Rating:** 5.0/5.0 stars **Reviewed by:** Isabelle L. | Marketing Executive, Mid-Market (51-1000 emp.) **Reviewed Date:** June 11, 2026 **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. **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. **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. **Official Response from Jennifer Faulkner:** > We're so glad Proposify has helped you build a consistent proposal process that makes renewals and sales run more smoothly, Isabelle!Thank you! ### 7. Customizable Proposals Made Easy with Proposify **Rating:** 4.5/5.0 stars **Reviewed by:** Rohan T. | Marketing Team, Mid-Market (51-1000 emp.) **Reviewed Date:** October 22, 2025 **What do you like best about Proposify?** 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 **What do you dislike about Proposify?** 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 **What problems is Proposify solving and how is that benefiting you?** Giving different type of car detailing services to our customers is our day to day work and providing them a clean and clear quotation for those services is what we need to do everyday. So, we prefer to use proposify to give it a premium look and make it more descriptive so that the chances of customer conversion can increase. ### 8. Great Platform For Creating Collaborative Business Proposals **Rating:** 4.5/5.0 stars **Reviewed by:** Neelesh M. | Technical Team Lead, Mid-Market (51-1000 emp.) **Reviewed Date:** October 16, 2025 **What do you like best about Proposify?** 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. **What do you dislike about Proposify?** 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 **What problems is Proposify solving and how is that benefiting you?** This software works completely digitally so whenever we need to generate a proposal plan and send it to our fellow businesses, we create it from proposify. It can also hold digital signatures of all the business professionals that work in our organisation this feature enable us to take their input and signature on the document and get it approved even though when they are not available in the office. ### 9. 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. ### 10. Good, but difficult to use **Rating:** 2.5/5.0 stars **Reviewed by:** Nick H. | Office Manager and Pre-Sales Consultant, Information Technology and Services, Small-Business (50 or fewer emp.) **Reviewed Date:** September 30, 2025 **What do you like best about Proposify?** 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. **What do you dislike about Proposify?** 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. **What problems is Proposify solving and how is that benefiting you?** We use Proposify to create client proposals and contract specifications. ## 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/proposify-review-9225091?section=pricing&secure%5Bexpires_at%5D=2026-07-18+12%3A51%3A06+-0500&secure%5Bsession_id%5D=5836db0b-ed7c-4148-8408-80f01378f6a6&secure%5Btoken%5D=1f87ca61c7c5ed0add45ea92007d6e83098dbf99bc616b323a5e89b49bdcecd2&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 **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 - Contract Templates - Contract Editing - Contract Attachments - Contract Collaboration - Approval Process - Notifications & Reminders - Contract Database - Integrations / APIs - Reporting & Dashboards **Data Sources** - Software - Documents **Generation** - Templates - Automation - Branding **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 **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 **Analytics** - Engagement Tracking - Proposal Effectiveness Reporting - Reporting and Dashboards **Delivery** - Workflow - Schedule - Batch **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 **Content Management - AI Proposal Generator Tools** - Governed Content Library - Content Versioning & Approval Controls - Duplicate Detection & Content Optimization **Admin** - Configuration Ease of Admin - Pricing Administration - Workflow Management - Document Management **Administration and Platform** - User, Role, and Access Management - Alerts and Notifications - CRM Integration - E-Signature Integration - CPQ Integration - API / Integrations **Generative AI** - AI Text 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 **Agentic AI - Document Generation** - Autonomous Task Execution **Analytics & Performance - AI Proposal Generator Tools** - Proposal Performance Analytics **Platform** - Custom Branding - User, Role, and Access Management - Internationalization - Performance and Reliability - Integration APIs **Platform** - CRM Integration - Integration API - Internationalization - Scalability - ERP Integration **Generative AI - cpq** - Dynamic Quoting - Dynamic Pricing - Personalized Sale Recommendations ## Top Proposify Alternatives - [PandaDoc](https://www.g2.com/products/pandadoc/reviews) - 4.7/5.0 (3,432 reviews) - [Qwilr](https://www.g2.com/products/qwilr/reviews) - 4.6/5.0 (897 reviews) - [GetAccept](https://www.g2.com/products/getaccept/reviews) - 4.6/5.0 (1,252 reviews)