Proposify Reviews & Product Details

It's quick to use and allows for consistency with a business that changes often. It allows our remote team to literally be on the same page for quotes, contracts, and more. We love how easy it is to use and manipulate a proposal to match the needs of each of our clients and use it every day to help entice guests to come to Catalina.

Set up was relatively simple given that we have a large variety of vendors & activities in our offering and we're able to easily use it with our CRM (ActiveCampaign) and utilize it as a tool to help ensure accuracy through our ticketing software (FareHarbor) especially for private groups and custom packages.

Their customer support is super helpful and friendly and I like that they bring a little humor to their chat support, too. It's also been nice to get communications from their leadership in our inbox. The emails are a quick read and have offered some good insights and jogged some good ideas while we're in our project mode season (off-season).

Would highly recommend (and have) for years. Review collected by and hosted on G2.com.

It's easy to see when they are working on software updates (a good thing to happen so regularly) as the system can get a little bogged down at times. A quick refresh and it's back to business as usual. Review collected by and hosted on G2.com.

I've been using Proposify for several years now. We use it nearly every day. Before implementing the system, we were sending quotes in emails or

We've created our own templates for quotes, and I like that the system can calculate totals and discounts easily. I also love that my clients and team members can download a PDF of each quote to save in their files if needed. Proposify helps our team stay organized and gives our clients a professional experience. Review collected by and hosted on G2.com.

I haven't been impressed by the Proposify mobile app. It's fine for checking in the status of proposals, but it's really difficult to create new proposals within the app. I ended up deleting the app entirely and only use Proposify on desktop. Review collected by and hosted on G2.com.

It's so user-friendly and aesthetically pleasing. I've used every tool and function on Proposify and have never had any trouble getting it to do what I need it to. The stats and metrics we have access to are particularly useful for my team- our sales have doubled since onboarding with Proposify. My team and I love creating content on the platform and our clients have been very impressed with how well it showcases our products and services. I've used other platforms before and I have to say this is by far my favourite yet. Review collected by and hosted on G2.com.

When we first started, the platform did go down a few times and we weren't able to fix the issue ourselves. However, the support team quickly fixed our issues and we haven't had a problem since. Our team also expressed that it would be useful if we could filter out Proposals in order of view time- an update that could be really useful in Proposify's future. Review collected by and hosted on G2.com.

I have been a Proposify user since 2014 and send all my proposals using it. Ease of use, constantly improving functionality and great support are why I use it. My Close rate is 99% and that is down to the graphical facilities and the flexible functionality that Proposify offers. If I get any rare problems, the Proposify team sorts them out the same day, sometimes within the same hour. I have stayed loyal to Proposify even as other software proposal platforms have tried to tempt me away, but Proposify functions just the way I think it should. Review collected by and hosted on G2.com.

The constant improvements, year in and year out have made it a valuable part of my business. I couldn't envisage not having it in my arsenal of trusted software and I don't dislike anything about it. Review collected by and hosted on G2.com.

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.

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.

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.

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.

It's ease of use and customization. Plus, clients are super impressed with the professional formatting. Review collected by and hosted on G2.com.

There is very little I dislike about Proposify- I struggled a bit with the pricing chart customization but figured it out after reaching out for support. Review collected by and hosted on G2.com.

Fast, beautiful, and efficient. I highly recommend it! Review collected by and hosted on G2.com.

I have not found a reason to dislike anything so far. Review collected by and hosted on G2.com.

It's a great tool for sending proposals, especially if you're seeking a user-friendly platform with appealing design. Review collected by and hosted on G2.com.

At times, the customer service response can be somewhat slow. Review collected by and hosted on G2.com.

The benefit of Proposify was we had a lot of flexibility to adjust the proposals for pricing, but that was about it Review collected by and hosted on G2.com.

The UI was the most unhelpful UI. Having so many different spots to get your mouse *just right* was absurd.

It was not user friendly. Whenever I sent the proposal for approval I had to send a separate slack message to the approver with what was changed and any notes that were made on the adjustment.

The having to click in just the right spots for pricing was a pain. Yeah there were some good options but we moved away from the shared frustration. Review collected by and hosted on G2.com.