Proposify Reviews & Product Details

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.

Seller

Proposify

Discussions

Proposify Community

Languages Supported

English

Solution Type

All-in-One

Overview by

Mert Ovali

Used by Carlton Staffing and 2 others

Beta

Pricing

Pricing provided by Proposify.

Build

$39.00

1 User Per Month

View More Pricing Information

Proposify Integrations

(7)

Verified by Proposify

G2 reviews are authentic and verified.

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Smit P.

Senior Consultant / Development Manager

Information Technology and Services

Mid-Market (51-1000 emp.)

10/18/2024

Business partner of the seller or seller's competitor, not included in G2 scores.

"Secure | Confidential | Professional"

4.5/5

What do you like best about Proposify?

I like the intergation with CRM so when the proposal accepted then it add it to zoho Review collected by and hosted on G2.com.

What do you dislike about Proposify?

Too much loading when we are creating document. Review collected by and hosted on G2.com.

Francesco S.

Marketing and Sales Executive Manager

Staffing and Recruiting

Small-Business (50 or fewer emp.)

8/14/2024

"A Remarkable Proposal Automation Tool that Has Reliable Reusable Templates. Proposify's Capabilities are Exceptional"

5/5

What do you like best about Proposify?

The reusable templates of this proposal automation software are exceptional.

I am also impressed by how effective, reliable and responsive the customer support team of Proposify has always been. Review collected by and hosted on G2.com.

What do you dislike about Proposify?

This proposal automation solution has improved drastically. It has impressive features that streamline our sales processes. Review collected by and hosted on G2.com.

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.

Response from Jennifer Faulkner of Proposify

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Love hearing that Proposify is helping your team move quickly on deals without bottlenecks from waiting on other depts, Andre! Thank you!

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.

Cory G.

Weather Defender

Small-Business (50 or fewer emp.)

7/25/2024

"Not great for mobile users."

2.5/5

What do you like best about Proposify?

Nothing new to report. The app still sucks Review collected by and hosted on G2.com.

What do you dislike about Proposify?

I feel stuck with it cause I've been using it for so long. Review collected by and hosted on G2.com.

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.

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.

Response from Jennifer Faulkner of Proposify

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Love hearing that engagement tracking is helping your team have better follow-up conversations, Kimberly. Thanks for sharing!

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.

Response from Jennifer Faulkner of Proposify

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!

Rohan T.

Marketing Team

Mid-Market (51-1000 emp.)

10/22/2025

"Customizable Proposals Made Easy with Proposify"

4.5/5

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 Review collected by and hosted on G2.com.

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 Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

Jeff D.

Director Client Relations

Mid-Market (51-1000 emp.)

7/24/2026

"Extremely User-Friendly and Easy to Learn"

5/5

What do you like best about Proposify?

Extremely user friendly format. I struggle with technology but Proposify is not only useful it s easy to learn. Review collected by and hosted on G2.com.

What do you dislike about Proposify?

Sometimes I get stuck in a section and have to restrart to rectify problem. Review collected by and hosted on G2.com.

Response from Justine Falconi of Proposify

edit

Hi Jeff,

Thank you for this review - it's so great to hear that Proposify has been easy to pick up!

Sorry to hear you've gotten stuck in a section before and had to restart. I don't know if you've tried new Proposify (V3) yet, but in that version, the editor is much smoother, and you shouldn’t need to restart. If you continue to experience any issues, please reach out to our support team, they would be happy to assist you.

Thanks again for taking the time to share your experience!