# Proposify Reviews **Vendor:** Proposify **Category:** [Proposal Software](https://www.g2.com/categories/proposal) **Average Rating:** 4.6/5.0 **Total Reviews:** 1,134 ## 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 find Proposify to be **extremely user-friendly** , enabling easy proposal creation that impresses clients and boosts sales. (25 reviews) - Users love the **variety of templates** in Proposify, making proposal preparation quick and efficient for prospective clients. (17 reviews) - Users appreciate the **easy creation** of proposals with Proposify, benefiting from multiple templates and user-friendly design. (16 reviews) - Easy Setup (13 reviews) - Users value the **template creation feature** , allowing faster, error-free proposal generation tailored to different services. (13 reviews) - Time-saving (12 reviews) - Users value the **ease of creation** with Proposify, praising its user-friendly interface and efficient proposal management. (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 **limited customization** options in Proposify, particularly lacking in advanced features for proposals. (14 reviews) - Users find the **difficult editing** process challenging, as it lacks intuitiveness and cohesive formatting options. (11 reviews) - Users find the **editing difficulties** frustrating, highlighting issues with formatting and design flexibility in Proposify. (9 reviews) - Slow Performance (7 reviews) - Layout Issues (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. ### 2. 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 ### 3. 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. ### 4. 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. ### 5. 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. ### 6. 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. ### 7. Streamlines Proposals With Smart Insights, Minor Design Limitations **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Marketing and Advertising | Enterprise (> 1000 emp.) **Reviewed Date:** October 19, 2025 **What do you like best about Proposify?** What I like best about Proposify is how it simplifies the entire proposal process, from creating and customizing templates to tracking engagement and approvals. As an account manager, it’s a huge time-saver and helps me maintain consistency across client-facing documents. The ability to see when a client opens a proposal or which sections they spend the most time on gives me actionable insights to follow up more strategically and close deals faster. **What do you dislike about Proposify?** What I dislike about Proposify is that some of the design customization options can feel limited, especially when trying to match unique brand styles or complex layouts. Occasionally, larger proposals can be a bit slow to load, and collaboration features could be smoother when multiple team members are editing at once. Still, these are minor issues compared to the overall value the platform delivers. **What problems is Proposify solving and how is that benefiting you?** Proposify is solving the challenge of managing and tracking multiple client proposals efficiently. Before using it, keeping documents organized and consistent across the team was time-consuming. Now, with standardized templates, built-in analytics, and integrated e-signatures, I can send professional proposals quickly and monitor client engagement in real time. This not only speeds up approvals but also helps improve our close rate and overall client experience. ### 8. My experience has been very positive. **Rating:** 5.0/5.0 stars **Reviewed by:** Chris V. | Sales Director, Mid-Market (51-1000 emp.) **Reviewed Date:** February 14, 2023 **What do you like best about Proposify?** The proposal is professional-looking and can be tailored to the customer in content and photos from the Unsplash library. **What do you dislike about Proposify?** I have been locked out of features and had to call support. Also at times when the proposal is opened not all the features are available and you have to close out completely and then re-log into proposify again. **What problems is Proposify solving and how is that benefiting you?** Quick professional proposal ### 9. Clean and Professional — Always Delivering Excellence. **Rating:** 5.0/5.0 stars **Reviewed by:** EUGENIO J. | CEO, Mid-Market (51-1000 emp.) **Reviewed Date:** October 11, 2025 **What do you like best about Proposify?** This is an easy-to-use and professional proposal tool that consistently delivers reliable results and is straightforward to implement. **What do you dislike about Proposify?** There isn't much more I can add—they really are exceptional. **What problems is Proposify solving and how is that benefiting you?** With Proposify, I no longer have to send multiple documents just to close a deal. Creating proposals with this tool makes the whole process much more streamlined, acting as a one-stop shop for everything I need. ### 10. 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 ## 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-2592809?section=pricing&secure%5Bexpires_at%5D=2026-05-30+05%3A14%3A29+-0500&secure%5Bsession_id%5D=f8cb4978-6e9c-4a64-9e95-390cab87f94e&secure%5Btoken%5D=b97ab6c61ab380739261e08c8613e4a4d0bcaad772aaf4bb23642c70c3e690dc&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) - [Slack](https://www.g2.com/products/slack/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 (3,312 reviews) - [Qwilr](https://www.g2.com/products/qwilr/reviews) - 4.6/5.0 (883 reviews) - [GetAccept](https://www.g2.com/products/getaccept/reviews) - 4.6/5.0 (1,228 reviews)