# 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 love the **ease of use** of Proposify, enabling quick and professional proposal sending with streamlined processes. (25 reviews) - Users appreciate the **large library of templates** in Proposify, which enhances proposal efficiency and customization. (17 reviews) - Users appreciate the **easy creation** of proposals in Proposify, enhancing teamwork and professionalism effortlessly. (16 reviews) - Users enjoy the **easy setup** of Proposify, enabling quick and professional proposal sending with minimal effort. (13 reviews) - Users appreciate the **flexible template creation** in Proposify, enabling quick and professional proposals for various services. (13 reviews) - Time-saving (12 reviews) - Users value the **ease of creation** with Proposify, enabling them to craft impressive proposals effortlessly. (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** in Proposify, finding it cumbersome to achieve their desired proposal appearance. (14 reviews) - Users find the **difficult editing** process in Proposify challenging, affecting their ability to create polished proposals. (11 reviews) - Users find **editing difficult** in Proposify, citing issues with alignment and cumbersome multi-page proposals. (9 reviews) - Users report frustrating **slow performance** with Proposify, facing lag and issues during crucial tasks and presentations. (7 reviews) - Users find **layout issues** in Proposify's editor frustrating, with challenges in sizing and saving edits effectively. (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. A really decent proposal builder - best for "Pretty" Proposals **Rating:** 4.0/5.0 stars **Reviewed by:** Gina B. | CEO, Small-Business (50 or fewer emp.) **Reviewed Date:** May 24, 2022 **What do you like best about Proposify?** The design layouts are heads and tails above every other platform. Their beautiful as well as functionally layed out. Templates have all the sections that might be needed and if you need to add other sections, it's super easy to do. I promise these will wow your clients. Also love the fact that it tells me who signed and when. **What do you dislike about Proposify?** The one downside is that you can't charge both one time & recurring fees at same time. We hook our Stripe account into Proposify so clients can sign and pay in one step. But if we have both one time setup costs and then recurring payments as well, then we can't collect payments. It has to be one or the other. If and when the ability to do both comes around, I'd recommend this to everyone. **Recommendations to others considering Proposify:** I've looked at a TON of proposal software out there. Proposify is a great option if you want easy to use and also want to impress your customer. **What problems is Proposify solving and how is that benefiting you?** We offer a variety of services and some custom work as well. Proposify makes it stupid simple to save various blocks of information as well as pricing to be dropped into proposals to customize them for each client. It makes creating proposal take about a quarter of the time it used to. ### 2. Strong Contracts **Rating:** 4.0/5.0 stars **Reviewed by:** Katharine D. | SDR Lead, Small-Business (50 or fewer emp.) **Reviewed Date:** February 28, 2024 **What do you like best about Proposify?** Easy to send and very easy to implement it **What do you dislike about Proposify?** Slow features and can be quite clunky to use when changing data **What problems is Proposify solving and how is that benefiting you?** Sending contracts at ease,easy signatures and applying discounts ### 3. Workflows and templates save me much time. **Rating:** 4.0/5.0 stars **Reviewed by:** Remzi M. | Sales Executive, Small-Business (50 or fewer emp.) **Reviewed Date:** September 08, 2024 **What do you like best about Proposify?** I'm particularly impressed with how the different templates can be customized - this enables us to create a proposal tailored for a specific work. Incorporating it as part of our workflow was smooth, and entering the client’s signature through the links we prepared is quick and easy. Proposify actually has become our sales process bedrock. **What do you dislike about Proposify?** Sometimes the clients may get into trouble while accessing the proposal links but we are swift to deal with that by re-sending the PDF version. It is something unobtrusive, but it should still be mentioned particularly when there is an urgency for it. **What problems is Proposify solving and how is that benefiting you?** We have observed a direct impact of the software on our proposal acceptance rate. The presentation of our services and clarity of them definitely contributed to that. It just seems as if clients have more trust in us with the organized and cleanly presented proposal, and that has been a turning point for our company. ### 4. Satisfying to use **Rating:** 5.0/5.0 stars **Reviewed by:** Brittany B. | Proposal Writer, Mid-Market (51-1000 emp.) **Reviewed Date:** October 31, 2024 **What do you like best about Proposify?** I enjoy the organizational structure of Proposify and abilities to save snippets and embed variables throughout. **What do you dislike about Proposify?** I dislike the lack of design capabilities for tables and uniform resizing/reformatting of text in general when dealing with tables. **What problems is Proposify solving and how is that benefiting you?** I've been using Proposify for over a year now with my company and I'm impressed at all the real-time updates the team has made. Of course, there have been bugs, but honestly they've been funny bugs (icons changing, shapes appearing randomly, etc.). ### 5. So easy to present to customers **Rating:** 5.0/5.0 stars **Reviewed by:** Rebecca M. | Owner / Designer, Small-Business (50 or fewer emp.) **Reviewed Date:** June 27, 2024 **What do you like best about Proposify?** I reuse my proposals, which are easy to set up and send to the customer. It isn't difficult for potential clients to make notes and/or approve the proposal. It is good to have everything in writing, and it is easy to refer to if there is a question about the agreement. **What do you dislike about Proposify?** I wish it could be integrated with Wave Apps, but I saw that Stripe is available, so that will be my next addition in place of Wave. The fact that I can now have them pay their deposit immediately without having to send a separate invoice is awesome. **What problems is Proposify solving and how is that benefiting you?** A written contract explaining our process, our liabilities and the agreement between our company and the client are extremely important. I have not had any issues except once when the elderly gentlemen didn't understand how to sign in. I sent him a paper copy for his signature. ### 6. Easy to use, Helpful staff **Rating:** 4.0/5.0 stars **Reviewed by:** Lauren . | Business Development Lead, Small-Business (50 or fewer emp.) **Reviewed Date:** February 24, 2025 **What do you like best about Proposify?** The staff is really helpful -- easy to use. **What do you dislike about Proposify?** spacing and formatting bugs - make it hard **What problems is Proposify solving and how is that benefiting you?** Ability to keep track of sales and leads. ### 7. Completely replaced our old proposal system. **Rating:** 4.5/5.0 stars **Reviewed by:** Hichem G. | Area Sales Executive, Mid-Market (51-1000 emp.) **Reviewed Date:** August 16, 2024 **What do you like best about Proposify?** About two years ago, we introduced Proposify to our organization, and since then, our proposal creation process has undergone a transformation. Their epresentatives guided us through each step of the implementation process, ensuring that no queries were left unanswered. Even when we were completely acclimatized, the Proposify team were constantly checking for improvements and making adjustments to suit our firm’s evolving needs. Before Proposify, we felt overwhelmed with the number of proposals we had to create across several service lines, and we relied entirely on Microsoft Office products for it, which made us feel like we were swimming against the tide. With hundreds of proposals already completed, the speed and efficiency we have achieved are truly astonishing. **What do you dislike about Proposify?** One of the drawbacks of the table feature is that it lacks the necessary flexibility we need for every proposal. For example, we have experienced some minor formatting difficulties for certain dates, which might require more effort while reworking the proposals before the agreement is signed. **What problems is Proposify solving and how is that benefiting you?** Proposify has significantly improved the management capabilities of our service portfolio and the number of proposals that we create. The ability to take an overall view of all proposals in the pipeline, combined with the powerful metrics and reporting features has proven to be of great help. Its integration with our sales CRM has simplified the process as data updates are more seamless and our pipeline remains crystal clear. ### 8. Easy to use and beautiful to view **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Primary/Secondary Education | Mid-Market (51-1000 emp.) **Reviewed Date:** October 28, 2024 **What do you like best about Proposify?** Our team was initially drawn to proposify for it's easily customizable templates, and ease of use. We've been customers for a few years now, and while the initial draw remains a strong selling point, I am also so glad to work with a company that listens to and fullfills feature requests and improvments. Even years later, even when considering other quoting software, Proposify continues to shine. **What do you dislike about Proposify?** At times, we'll hit some error messages with Proposify that aren't clear, or help guide us in seeking a solution. In some cases the issues seem to resolve themselves, and in others we are able to solve the issues without an understanding of what caused the problem in the first place. In almost all cases though, we are able to find a solution, or workaround. **What problems is Proposify solving and how is that benefiting you?** It helps us to formalize the quoting, and contracr process by ensuring that we have signatures attached to (and accepting) our terms of service when providing our software to customers. This has helped our Finance team tremendously. ### 9. Very efficient for getting proposal out to prospective clients **Rating:** 4.5/5.0 stars **Reviewed by:** Christopher O. | CEO, Small-Business (50 or fewer emp.) **Reviewed Date:** October 23, 2024 **What do you like best about Proposify?** I like the ease of re-using proposals for different potential clients and I especially like the ability to know when a customer opens the proposal, how long they stayed on each section of the proposal and each time they re-open the proposal to review again. **What do you dislike about Proposify?** I would suggest more flexibility in designing pages. Seems a little restrictive and formatting can be an issue. **What problems is Proposify solving and how is that benefiting you?** It solved the old tedious process of generating a new proposal for each potential new client. Now I just select a past proposal, duplicate it, add the new contact and company and I am off and running. I can trunaround a new proposal for a client in under and hour. ### 10. Great finished product, little clunky to use **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Telecommunications | Mid-Market (51-1000 emp.) **Reviewed Date:** October 23, 2024 **What do you like best about Proposify?** The design can be very compelling and professional. The single sourcing of content allows for great consistency across proposals. The esignature capability has helped us improve our close rate. The self-selection of optional services has helped us with upsells. The support we got during setup and over time has been exceptional, and the product team is very responsive when we have suggestions for improvement. This relationship has convinced us to stay with Proposify as much as the tool has. **What do you dislike about Proposify?** We have a fairly large product set and the interface for customizing proposals has a learning curve and is time consuming to use. We still have a few sales folks who refuse to convert because of this difficulty, even after a year and a half. They still use PPT and we haven't succeeded in getting management to force a switch... yet anyway! The pricing calculations are very basic so we have not been able to move our product catalog into the tool. We have a separate sheet that sales uses to calculate pricing, which it then copies into a quote table in the proposal. Finally, the integrations are a little lacking (NetSuite, ManageEngine would be great), but they've been improving and the team is good to work with. **What problems is Proposify solving and how is that benefiting you?** More professional looking. Better upsells and close rates. ### 11. A pleasure to use - great dashboard **Rating:** 5.0/5.0 stars **Reviewed by:** Yolanda M. | Practice Leader, Small-Business (50 or fewer emp.) **Reviewed Date:** May 01, 2024 **What do you like best about Proposify?** Proposify is super user-friendly and makes creating proposals for my clients so much faster than my old system. I like that I can upload my own logos graphics, etc. to include in proposals making them feel bespoke & being able to duplicate proposals is also a great feature for cutting down my turnaround time. The dashboard and the features that tell me when the client has viewed something and for how long is also a huge benefit! **What do you dislike about Proposify?** As a brand new user, it can take a little bit of getting used to when learning how the formatting presets work vs other platforms. **What problems is Proposify solving and how is that benefiting you?** We create a contract and proposal all via proposify which has simplified and sped up our admin ### 12. New way of creating proposals. **Rating:** 4.5/5.0 stars **Reviewed by:** Giulia A. | Regional Sales Specialist, Consulting, Small-Business (50 or fewer emp.) **Reviewed Date:** August 05, 2024 **What do you like best about Proposify?** Using Proposify has truly transformed the way we create and handle proposals in the company. To this day, the very first proposal we created with Proposify - I still remember our customers being so amped by the layout and particularly mentioned our work during our follow-up interaction with them. Its user-friendly interface basically helps us to profess, presenting professional proposals on time and with brand new quality. The whole process from day one of setting up has been a cakewalk and the support team has been superb, will not leave you hanging when needed. Our job would be impossible to finish in time without Proposify's ready-to-use template gallery and collaborative features for real-time work. Last month I was able to pull my workmates through a really tight deadline, thanks to the availability of the real-time collaboration tool. The seamless integration Proposify has with Salesforce allows us to keep all our client data in sync. **What do you dislike about Proposify?** Even though the first setup of Proposify was quite laborious, the consequent benefits chiefly justify the initial time spent. **What problems is Proposify solving and how is that benefiting you?** We can make individualized proposals in a matter of minutes by tweaking our standard templates to meet each client's special needs. This flexibility and efficiency have become indispensable to our proposal process, making Proposify an integral part of our success story. ### 13. Best result-to-time ratio in proposals. **Rating:** 4.5/5.0 stars **Reviewed by:** Pietro P. | Senior Sales Manager, Automotive, Mid-Market (51-1000 emp.) **Reviewed Date:** August 02, 2024 **What do you like best about Proposify?** Proposify is the best at creating a professional proposal with the far less time spent in developing it. It arranges the data very well and offers a lot of alternative ways of saving the sections of documents. We were able to see a reduction in approval times for our business and, our sales and marketing departments can work on it more effectively. Besides that, we can reduce the possibility of mistakes by saving parts of content and using them in our next orders. I also am excited about the possibility of showing the video sessions of our equipment that allow our customers to see a clearer picture of the equipment we are quoting. The customer support is always responsive and was really helpful with the implementation process, and as one of Salesforce admins for my company I also appreciate how simple the integration is between Proposify and Salesforce. **What do you dislike about Proposify?** The formatting glitches are usually ignored when using the tables which do have solutions to be found, but they are time-consuming issues that are annoying to users. One more thing that I really wish we had is the ability to "keep text together" a similar feature of Word where I could specify which block of text should go immediately after which image or paragra. **What problems is Proposify solving and how is that benefiting you?** We are always asked to make quotes for cars having very different features, but with Proposify, we have been able to write many different versions of this proposal extremely well and have stored our previous work so that we can always remember how we have priced an item before. It also facilitates our presentations by enabling us to insert videos right into the quotation letters to be taken to when we are on-site with the client. ### 14. A Game-Changer for Professional Proposals **Rating:** 5.0/5.0 stars **Reviewed by:** Emily D. | Marketing Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** May 17, 2024 **What do you like best about Proposify?** One of the best parts of Proposify is the customization options. I love how easy it is to create professional, branded proposals using the diverse range of templates and design tools available. Additionally, the excellent customer support has been a major plus. Their team is always responsive and helpful whenever we have questions or need assistance. Lastly, the efficiency and time-saving features have transformed our workflow. The seamless integration with CRM systems, automatic reminders, and the ability to track client interactions have significantly streamlined our proposal process. **What do you dislike about Proposify?** I don't have any major complaints about Proposify, but I do wish the collaboration with team members was a bit more seamless. It would be particularly helpful if we could leave comments on specific sentences and paragraphs rather than just on the entire page. **What problems is Proposify solving and how is that benefiting you?** Proposify has effectively addressed several key challenges in our proposal process. It has streamlined the creation and customization of professional proposals, saving us significant time and effort. The platform's integration with our CRM system (HubSpot) and its ability to track client interactions have improved our workflow and client follow-up. Additionally, Proposify has enhanced our team collaboration, making it easier for multiple team members to work on proposals simultaneously. ### 15. Great SAAS System that Helps with Most Sales Proposal Needs. **Rating:** 4.0/5.0 stars **Reviewed by:** Jason S. | Account Executive, Small-Business (50 or fewer emp.) **Reviewed Date:** September 15, 2020 **What do you like best about Proposify?** it is easy use, affordable and works consistently well. **What do you dislike about Proposify?** Occasionally, when you have a specific need, the system doesn't always support it. It isn't extensible, so if it doesn't support what you want, then you're stuck trying to shoehorn your sales process into their tool. That said, they just deployed a public api, so perhaps that will solve that issue for some. **Recommendations to others considering Proposify:** Be sure that your proposal process matches theres or be prepared to make changes to your sales process to make Proposify work for you. **What problems is Proposify solving and how is that benefiting you?** We were trying to build a reliable system for sending proposals to clients that minimized errors and lowers the amount of time that sales people need to spend building proposols. **Official Response from Elise Snow-Kropla:** > Hi Jason, Thanks for taking a moment to write a review. We're glad to hear how Proposify fits into your sales process and helps your team streamline their proposals! We appreciate all your feedback and wish you all the best for any upcoming proposals. Happy closing! ### 16. How easy it is to create proposals & sign new Clients with Proposify **Rating:** 4.5/5.0 stars **Reviewed by:** Sam C. | Operations Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** April 18, 2024 **What do you like best about Proposify?** How easy it is to import new clients and, the simple method it deploys to allow you to re-purpose documents after they have been created. **What do you dislike about Proposify?** The editing software is not intuitive and sometimes hard to understand **What problems is Proposify solving and how is that benefiting you?** Time saving. It makes it incredibly simple to manage and archive new and old contracts, as well as allowing for a simple process to create new proposals. ### 17. Proposify is an excellent tool for food tour businesses, like mine! Love Proposify! **Rating:** 5.0/5.0 stars **Reviewed by:** Cheri P. | Business Owner, Small-Business (50 or fewer emp.) **Reviewed Date:** February 14, 2023 **What do you like best about Proposify?** It has simplified my private tour proposals, which has made business smoother and more efficient. It is an easy integration into my business. We use it for every private tour proposal. The templates are easy to use and look great. **What do you dislike about Proposify?** I don't have any dislikes about Proposify, except maybe cost. **What problems is Proposify solving and how is that benefiting you?** All of the above: Contract management, proposals, E-Signature and document generation. I am more productive and consistent with my product.proposals and contracts ### 18. Easy to Use to Streamline Proposals **Rating:** 4.0/5.0 stars **Reviewed by:** Tomi M. | Mid-Market (51-1000 emp.) **Reviewed Date:** August 24, 2023 **What do you like best about Proposify?** We onboarded Proposify almost two years ago and it has made a world of difference in our day-to-day operations and proposal creation. The implementation and onboarding of Proposify was very hands on from our representative and the support team. The support we received from the Proposify team did not end after we were fully integrated with their program, rather, they have continued to meet with us about improvements, answer questions, and have helped implement updates that we found value in as a firm. Proposify was initially an answer to a lot of inefficiencies we were facing with our growing number of proposals and various service lines we were supporting. In the past two years, we have created hundreds of proposals and are able to do these in a much shorter timeframe than our previous manual process in Microsoft Office products. Our team uses the software daily, and have begun onboarding others in our internal satff to use select features as well. **What do you dislike about Proposify?** There are still minor challenges we face with Proposify around the general formatting. The table feature is still not where we would need it to be to effectively use it in every proposal. There are other minor areas that have caused issues - mainly around dates and having to manually update them on an existing proposal prior to an agreement being signed. The design team and our sales representative have been incredible at listening to our challenges and documenting room for improvement. **What problems is Proposify solving and how is that benefiting you?** Proposify has made the development and sending of proposals incredibly easy for us - managing a wide range of services and large volume of proposals internally. The ability to see everything in one view (and have multitple streams set up) has been of great use to our team. We also use the metrics and reporting feature frequently to provide insight and updates to our team. Proposify also has a direct integration with our marketing CRM - making it easier to have updated information, have a clear pipeline to see how many proposals are in various stages, and allows for reporting metrics for firm personnel on $ amounts, opportunities, etc. ### 19. Proposify makes collaborating on proposals smoother and faster. **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Market Research | Small-Business (50 or fewer emp.) **Reviewed Date:** July 23, 2024 **What do you like best about Proposify?** Proposify allows us to store template, but always gives the option to customize and include different assets and visuals. The calculations and on and off options for optional modules is a life-saver for complex proposals, and the sign option is great for the clients that feel comfortable with it. Finally, knowing if clients have read a proposal and how long they spent with it is super helpful insight. **What do you dislike about Proposify?** Setting up new documents and adding clients for signature is not as intuitive as it should be. I do it just infrequently enough to forget each time. Also, it is very frustrating when team members are in the same document and we inadvertently overwrite each other if we are editing the same page- we have learned to be very careful. Also zooming in and out is NOT intuitive nor are building the budget tables. **What problems is Proposify solving and how is that benefiting you?** It is easing collaboration, recording keeping, and contract management. That is making our process more streamlined and allows more people to contribut to proposals asynchronoously. ### 20. Simple to use and customize **Rating:** 4.0/5.0 stars **Reviewed by:** Rachel M. | Small-Business (50 or fewer emp.) **Reviewed Date:** May 08, 2024 **What do you like best about Proposify?** We utilize Proposify for not only client contracts, but also for sign-off documentation for designs and content. We were able to easily create custom templates and separate tracking for each type of document. My team utilizes the platform several times a month for not only document creation, but also for reference to previous contracts. The ability to search by document stream and/or user makes it quick to navigate. By tying the platform into our CRM we are able to trigger tasks for employees upon signature. This significantly reduced the amount of time from client signature to our operations teams being able to execute the contract. **What do you dislike about Proposify?** The editor is occasionally glitchy which can cause a delay in getting the documents updated quickly. **What problems is Proposify solving and how is that benefiting you?** The integration with our CRM has reduced frustration around the handoff process from Sales to Operations. We were able to set automations around specific Proposify events to relay information quickly and task team members with the next steps in a project. ### 21. User friendly and Customizable **Rating:** 4.0/5.0 stars **Reviewed by:** Nicole F. | CRM Specialist, Small-Business (50 or fewer emp.) **Reviewed Date:** May 14, 2024 **What do you like best about Proposify?** Proposify has been our hub for managing our client agreements and creative approvals. We can easily create customized templates for client contracts, design sign-offs, and content approvals, ensuring consistency and efficiency across projects. The platform keeps everything organized with separate tracking for each document type. Proposify's intuitive search functionality by document type and user makes navigation a breeze and easy to reference a past contract or approval. We've even taken this a step further by integrating Proposify with our CRM. This combination automatically triggers tasks for the operations team upon client signature, significantly reducing the time between a signed contract and project execution. **What do you dislike about Proposify?** The editor can be a little wonky sometimes. You have options available to do most of the editing you may need, but for those special occasions, it can be a bit frustrating to find a workaround. **What problems is Proposify solving and how is that benefiting you?** Streamlining our proposals and project approvals ### 22. Must Have Software for Maintaining Commercial Proposals **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Mid-Market (51-1000 emp.) **Reviewed Date:** February 24, 2025 **What do you like best about Proposify?** I have been using Proposify for 4 Yeats now and I simply love the simplified UI and the Analytics. Recommended any day. **What do you dislike about Proposify?** Improve your Editor. Sometimes it gives pains. Rest all seem perfect. **What problems is Proposify solving and how is that benefiting you?** Varied capabilities of maintaining proposals and great Analytics. ### 23. Great product to save time in the proposal process **Rating:** 4.0/5.0 stars **Reviewed by:** Chris S. | CEO, Utilities, Small-Business (50 or fewer emp.) **Reviewed Date:** November 12, 2024 **What do you like best about Proposify?** Easy to learn software that allows our staff to create nice looking approach to building proposals with integration to HubSpot Deals and Customers. **What do you dislike about Proposify?** Limitations in only connecting to one Pipeline in HubSpot. **What problems is Proposify solving and how is that benefiting you?** Generating proposals is faster and more consistent. We also have organized electronic records of all signed contracts in one place. ### 24. Great branded proposal experience **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Marketing and Advertising | Mid-Market (51-1000 emp.) **Reviewed Date:** February 24, 2025 **What do you like best about Proposify?** The ability to customise the proposal and make it on brand. **What do you dislike about Proposify?** The proposal builder is very clunky, and you are not allowed to customise the terms of your proposal in the best way. **What problems is Proposify solving and how is that benefiting you?** Sending formal proposals to clients ### 25. The only solution I use for proposals **Rating:** 4.5/5.0 stars **Reviewed by:** Jeff H. | President , Small-Business (50 or fewer emp.) **Reviewed Date:** May 01, 2024 **What do you like best about Proposify?** This is easy to use and to set-up. I have my templates, can add sections as needed, customization is simple, I send out 2-5 proposals a week using it. It also easily integrates with QuickBooks online, allowing invoices to be automatically generated. **What do you dislike about Proposify?** Overall I am very happy, not much I do not like. **What problems is Proposify solving and how is that benefiting you?** Keeps me up to date on customer views, signatures, and billing. ### 26. Beautiful but not functional **Rating:** 2.0/5.0 stars **Reviewed by:** Megan K. | VP of Strategic Sales & Marketing, Small-Business (50 or fewer emp.) **Reviewed Date:** July 03, 2024 **What do you like best about Proposify?** Beautiful proposals and multifunctional templates **What do you dislike about Proposify?** Lots of glitches. It is taking me hours to put together proposals. No real product development. Doesnt integrate as well as I'd like. Prospects/clients cant always access their proposals. Download functionality breaks frequently. Mobile app is terrible. Its more complicated than it needs to be. Setup and maintenance are difficult and time consuming. We're migrating away because its become yet another tool that someone needs to "manage' instead of it "just working". Its a bummer we put a ton of effort into our proposal templates but the pricing tables are constantly glitching, and the font/editor just... randomly removes all formatting. Copying and pasting is non functional. **What problems is Proposify solving and how is that benefiting you?** Its creating problems unfortunately ### 27. Great Proposal with massive flexibility **Rating:** 5.0/5.0 stars **Reviewed by:** Jarrod C. | Chief Operating Officer, Small-Business (50 or fewer emp.) **Reviewed Date:** April 18, 2024 **What do you like best about Proposify?** I like that we get the tracking ability for proposals, without a tool that allows us to create templates and modify proposals for our ever-changing business. **What do you dislike about Proposify?** The only challenge I've had with the system is with formatting when I've tried to put 4-6 pictures on a single page. **What problems is Proposify solving and how is that benefiting you?** We have 5-6 verticals and allows us to create a base template that we can easily apply different terms to, based on the vertical. Also, it's helped pick up the slack from our work order system when we generate quick quotes and need to that into a more formal document for board approvals. ### 28. Effective Proposals in Timely Fashion **Rating:** 5.0/5.0 stars **Reviewed by:** Darren D. | Vice President, Small-Business (50 or fewer emp.) **Reviewed Date:** March 01, 2022 **What do you like best about Proposify?** Templates. The many templates make is so easy to prepare proposals. I have 10 ready made proposals so preparing and sending to prospective clients is very fast. **What do you dislike about Proposify?** Nothing, the whole website is user friendly and includes all needed items. **What problems is Proposify solving and how is that benefiting you?** Using Proposify allows me extra time for other tasks since preparing proposals are so fast now. Also I have set uo different proposals for the various industries I deal with. ### 29. Elevates the Proposal Experience **Rating:** 4.5/5.0 stars **Reviewed by:** Amanda A. | CEO, Co-Founder, Small-Business (50 or fewer emp.) **Reviewed Date:** August 22, 2024 **What do you like best about Proposify?** Proposify provides a turnkey way to quickly create professional looking and sounding proposals. The pre-built templates give you a nice head start, and the ability to customize and save branded templates moves us from conversation to contract quickly. I also appreciate the dashboard and activity tracking features. **What do you dislike about Proposify?** I do find true customization of the templates a challenge. I know it's not really a design platform, but even just changing fonts can be difficult. **What problems is Proposify solving and how is that benefiting you?** Duplicatable contract generation and tracking, e-mail signatures. It allows us to appear very professional and buttoned-up. ### 30. A Product with great potential **Rating:** 4.0/5.0 stars **Reviewed by:** Derek S. | Director, Small-Business (50 or fewer emp.) **Reviewed Date:** August 24, 2020 **What do you like best about Proposify?** The format of product makes it easy to digitise your company's services. **What do you dislike about Proposify?** Lack of spell checking functionality and rather clunky approach to cut and paste. **Recommendations to others considering Proposify:** If you want to save time on you proposals then this is for your. However, please be aware that it does take time to get going and there are a few pitfalls to look out for. Cut and paste needs to be improved as does spell check. The only other area is the white labelling for sending of email, this is still not fully functional and the support is poor on this level. **What problems is Proposify solving and how is that benefiting you?** Getting to market quicker and tracking the potential sales. The ease to rinse and repeat. **Official Response from Elise Snow-Kropla:** > Hi Derek, Thanks for leaving us your feedback! While our editor does not have its own spell check feature, it is compatible with Grammarly, as well as your own browser's spell check option. You're also right that copy/cut and paste has some limitations, though we do have some best practices that make the function a little easier (https://support.proposify.com/en/articles/1073165-copy-paste). We do appreciate your comments and they'll be shared with our team—we thrive on customer feedback! Happy closing! ### 31. It makes building proposals super fast and easy to put together, we can send contracts this way too. **Rating:** 5.0/5.0 stars **Reviewed by:** Liz E. | Account Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** January 09, 2023 **What do you like best about Proposify?** Its quick and easy to build proposals. We can send out MSA, SOW, and contracts within minutes. **What do you dislike about Proposify?** Its hard to convert to word from Proposif, sometimes the emails go to spam folder. **What problems is Proposify solving and how is that benefiting you?** Helping me save time on getting proposals out, very efficient ### 32. Easy to use tool that connects seamlessly with HubSpot for professional proposals **Rating:** 4.5/5.0 stars **Reviewed by:** Dave M. | President/Founder, Small-Business (50 or fewer emp.) **Reviewed Date:** May 10, 2024 **What do you like best about Proposify?** Endlessly customizable and integrates seamlessly with HubSpot. The team at Proposify is super easy to work with and responsive when I need them. New editing options make Proposify even more powerful **What do you dislike about Proposify?** Sometimes there are some hiccups with formatting **What problems is Proposify solving and how is that benefiting you?** Professional proposals and digitally signed docs ### 33. Easy to create polished proposals **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Manufacturing | Mid-Market (51-1000 emp.) **Reviewed Date:** June 27, 2024 **What do you like best about Proposify?** Proposify makes it easy to create a polished looking proposal with minimal effort. It organizes content well and provides a variety of options for saving pieces of content to pull into a template later. Even with a complicated quoting process, we've been able to save time on our proposals, and more importantly we can minimize errors by saving pieces of content for later. I also like being able to bring in videos of our equipment that make it much easier for prospective customers to understand the technology we are quoting. The customer support is always responsive and was really helpful with the implementation process, and as a Salesforce admin for my company I also appreciate how simple the integration is between Proposify and Salesforce. **What do you dislike about Proposify?** There are a few formatting glitches that happen, especially in tables, that do have workarounds but take extra time and can irritate users. I also wish there was a feature similar to "keep with next" in Word that would let me say I want a particular block of text to stay with the next image or paragraph if it goes to a new page. **What problems is Proposify solving and how is that benefiting you?** We quote large equipment with many different configurations, and Proposify has made it easier to do this by organizing our content into templates, and saving sections so that we never lose something we've quoted before. It also makes it easier for us to present these proposals to prospective customers by allowing us to insert videos right into a quote. ### 34. Perfect Proposal Platform **Rating:** 5.0/5.0 stars **Reviewed by:** Luis D. | Consultant, Small-Business (50 or fewer emp.) **Reviewed Date:** June 27, 2024 **What do you like best about Proposify?** Proposify offers a lot of freedom when it comes to design, it has a free canvas avaliable for the user to move the elements without constrains. It helps you connect texts with dynamic data, which is quite handy. **What do you dislike about Proposify?** At times the platform becomes stubern, but once you refresh the page it comes back to a great level of performance. **What problems is Proposify solving and how is that benefiting you?** Proposify is solving me a fundamental problem: staying atop of the proposals I send, as the platform offers an analytics dashboard including how much time the client has spent viewing the document, in what pages, and whether the client has opened the email, opened the document and obviously if they has signed it. ### 35. Sr. VP Business Development **Rating:** 5.0/5.0 stars **Reviewed by:** John B. | Sr. VP Business Development, Small-Business (50 or fewer emp.) **Reviewed Date:** March 12, 2024 **What do you like best about Proposify?** Ease of use. Professional look to the prospective client. Great customer support and account management. Ease of adding additional users. Great features for customizing look and feel of final product. Review process very valuable. **What do you dislike about Proposify?** Nothing at this time. No other comments at this time. **What problems is Proposify solving and how is that benefiting you?** Consistency and ease of creating the document. ### 36. Great proposals tool with reusable templates. **Rating:** 4.5/5.0 stars **Reviewed by:** Francesco S. | Marketing and Sales Executive Manager, Staffing and Recruiting, Small-Business (50 or fewer emp.) **Reviewed Date:** August 14, 2024 **What do you like best about Proposify?** Proposify is great as it make­s our proposal and contract management easie­r. Creating and reusing template­s is simple, which has proved quite be­neficial for previous tasks. It is a genuine­ time-saver for us and helps in maintaining the­ consistency of our documents that is important for our professional image­. I have contacted customer support se­veral times, and they we­re quick and efficient, providing me­ with seamless help. **What do you dislike about Proposify?** The e­d­itor has been tough to use. It wasn't as simple­ as I initially thought, hence sometime­s, my work pace is slower. Nonethe­less, I've checke­d out the next version of the­ editor and it appears promising. **What problems is Proposify solving and how is that benefiting you?** Proposify has improved our proposal system and design sign-offs. It's re­duced repetitive­ tasks and kept our workflow flowing without a hitch. ### 37. Proposify Review **Rating:** 4.5/5.0 stars **Reviewed by:** Larissa H. | Senior Account Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** November 06, 2024 **What do you like best about Proposify?** Great platform overall for proposals. It is helpful to track when prospects and clients view the proposal. **What do you dislike about Proposify?** The challenge I find is that it isn't as seamless to upload new files or transfer/add in files. **What problems is Proposify solving and how is that benefiting you?** Creating a contract/proposal that is easy to replicate and tweak. ### 38. Beautiful offers **Rating:** 4.5/5.0 stars **Reviewed by:** Patryk P. | IT Sales Consultant, Small-Business (50 or fewer emp.) **Reviewed Date:** July 09, 2024 **What do you like best about Proposify?** Proposify has transformed our proposal process with its intuitive interface and robust features. The ease of use is exceptional, allowing us to create professional proposals quickly. Implementation was seamless, and the support team is always responsive and helpful. We use it daily, benefiting from its comprehensive templates, real-time collaboration, and seamless integrations with tools like Salesforce. Many customers have said they've never seen such graphically good-looking offers. **What do you dislike about Proposify?** Proposify setup takes time initially, but once done, it works great and streamlines our proposals. **What problems is Proposify solving and how is that benefiting you?** Proposify allows us to quickly create attractive offers, and we can easily customize them if our standard templates aren't sufficient. ### 39. Good experience overall **Rating:** 3.5/5.0 stars **Reviewed by:** Yuriy O. | Account executive, Mid-Market (51-1000 emp.) **Reviewed Date:** February 16, 2024 **What do you like best about Proposify?** It is a fast way to send a proposal, having templates available. **What do you dislike about Proposify?** Changing those templates could be very time consuming and difficult **What problems is Proposify solving and how is that benefiting you?** You can watch the progress with proposal, being able to see if my client read it. ### 40. Great way to bring in new and existing business! **Rating:** 5.0/5.0 stars **Reviewed by:** Grant L. | Co-Founder, Small-Business (50 or fewer emp.) **Reviewed Date:** August 12, 2023 **What do you like best about Proposify?** I like the way that you can effortlessly send out proposals new clients, and send out proposals to upsell current clients in just a few minutes. It takes a lot of the stress off of the cell cycle. **What do you dislike about Proposify?** I would love there to be a function where you could send mass emails to Prospect were at a certain stage in the sales pipeline. I believe that would help increase closing percentages. **What problems is Proposify solving and how is that benefiting you?** proposal play song problem. The problem being solved is. Clunky systems that take too long to generate a polished looking for Pooposal.I can create a new proposal in just a few minutes and it looks great! ### 41. 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. ### 42. Proposify is my go-to tool **Rating:** 5.0/5.0 stars **Reviewed by:** Jen L. | Senior Manager, Practice Growth, Mid-Market (51-1000 emp.) **Reviewed Date:** July 25, 2024 **What do you like best about Proposify?** We've used Proposify since January of 2020. It replaced a Word template we had been using. I like that they keep coming up with new features, and that they routinely ask about the UX and how they can improve. **What do you dislike about Proposify?** There are some quirks, like any software, but overall there's not much I dislike. There are some features that I would love to see, but overall it's been a positve experience. **What problems is Proposify solving and how is that benefiting you?** We were using a Word template prior to this. Having a content library and being able to embed video has been crucial. ### 43. Proposify is a game changer! **Rating:** 5.0/5.0 stars **Reviewed by:** Terry D. | Small-Business (50 or fewer emp.) **Reviewed Date:** May 09, 2024 **What do you like best about Proposify?** There are two key elements that are really amazing in the Proposify software, the expertly worded templates, and the client review observation system. These two amenities are game changers for our business. As a small business, the least we have quatity of is time and these features allow us to crank out proposals quickly to perspective clients, while also having the ability in real time ot see their review of said proposal. These alone are mind-blowing and so helpful to our sales process, and ultimately are closing workflow. **What do you dislike about Proposify?** What we do not like the most is some of the editing functionality, it can be difficult to move, erase, or manipulate content. **What problems is Proposify solving and how is that benefiting you?** Proposify actually saves us from hiring a contract manager because the functions are all included in the software. ### 44. Updated: I no longer use the product. **Rating:** 2.5/5.0 stars **Reviewed by:** Jeff S. | CEO and Co-Founder, Small-Business (50 or fewer emp.) **Reviewed Date:** May 01, 2019 **What do you like best about Proposify?** Updated: Proposify's Editor is a dog. Very difficult to make changes to my doc. Furthermore IT makes random changes to my doc without my knowledge. Got me in trouble with some contracts it mistakenly modified. 1. With Proposify, I can put all of my thoughts, all the things I want to tell a prospect, all the selling points for my product in a single place. 2. I was able to cancel my expensive Doc-u-Sign subscription and now have not just proposals, but all of my Agreements in Proposify. **What do you dislike about Proposify?** Updated: The editor is crap. I had a bit of a problem learning their program because I don't read user guides or watch tutorials. I just like to jump in. Their support staff saved the day - when I had a question, they would be right there, in real time to help me through it. **Recommendations to others considering Proposify:** Be patient with the product. Reach out to support when needed. **What problems is Proposify solving and how is that benefiting you?** Before Proposify, I had to remember to communicate every aspect of our offering before the client signed on the dotted line. Sometimes I would forget key parts and get egg on my face with the client. Now I am confident I have every I dotted and every T crossed BEFORE they sign the Agreement. **Official Response from Elise Snow-Kropla:** > Hi Jeff, Thanks for taking the time to leave us a review. So great to hear that you're able to use Proposify as an all-in-one solution! We also appreciate your feedback regarding our Support team - we'll be sure to pass your comments along to them. Happy closing! ### 45. My primary tool for proposals. **Rating:** 4.5/5.0 stars **Reviewed by:** Tiziana L. | Sales Specialist, Oil & Energy, Mid-Market (51-1000 emp.) **Reviewed Date:** June 08, 2024 **What do you like best about Proposify?** Since 2019, I’ve been using Proposify almost daily, as it's my primary tool for proposals. I stay with it because of its clean platform, constantly updated functions, and great support. My success rate is over 95%, which I believe owes a lot to the flexibility and graphical tools that Proposify provides. Whenever something goes wrong, the team at Proposify fixes it quickly - often on the same day. Even though other proposal software vendors try to lure my business away, they can’t because Proposify still works best for me. **What do you dislike about Proposify?** I used to struggle with creating slightly different proposals for different clients until I found out about Proposify’s customizable templates. This saved time and effort. On top of that, being able to add extra fees into fee tables has helped a lot. It not only helps us close deals but also speeds up sign-up process altogether. **What problems is Proposify solving and how is that benefiting you?** Our proposals are often praised for their professionalism and this has frequently been a source of competitive advantage when we are up against others. When clients sign up, everything becomes even easier because now we can easily bill them using Xero through integration with Proposify. ### 46. Best Proposal Software on the Market, But Still Needs Work! **Rating:** 4.5/5.0 stars **Reviewed by:** Karla S. | Small-Business (50 or fewer emp.) **Reviewed Date:** February 16, 2024 **What do you like best about Proposify?** The content library makes it easy to create proposals that are visually appealing. I like being able to track if a prospect has opened, viewed and/or downloaded a proposal. Multiple users can work in the system at the same time. **What do you dislike about Proposify?** I cannot export documents from my content library. We would like to use Proposify as our "single point of truth" for sales documents, yet I cannot export a PDF from the library to use as a brochure at a trade show. Instead, we have to redo the information with InDesign. Same issue with pricing tables. I keep all of our pricing in a Google Sheet. I'd love to have pricing sync instead of constantly importing a CVS. Double entry is incredibly wasteful. The system is buggy. Oftentimes the "ribbon" disappears so we can't edit documents. Even after refreshing it doesn't appear. Then, magically, it will reappear. **What problems is Proposify solving and how is that benefiting you?** Proposify does a good enough job of empowering me to create proposals, but the platform is buggy and inconsistent. I'd like to see a more robust method of dealing with version control, approval/workflow management. Better use of on-page commenting, possibly tying into our project system, Teamwork, in order to assign edits as tasks. The editor could use some help. It's very basic. We'd like to more advanced features to have more control over page layout. I would like the ability to see layers when I arrange elements. Sometimes the way elements overlap don't make sense and it takes more time than it should to get things to look right. When I copy and paste an element from one page to another, it doesn't paste in the exact same spot and it requires constant adjustment. I'd like to have the ability to select multiple elements and scale the size of all of them at the same time. ### 47. Simple, easy and straight forward **Rating:** 5.0/5.0 stars **Reviewed by:** Amanda L. | Director, Small-Business (50 or fewer emp.) **Reviewed Date:** May 09, 2024 **What do you like best about Proposify?** No need to learn complicated coding, it's completely WYSIWYG which is a pleasant surprise and delight for sure. It makes sending out professional proposals easy an they look amazing! We use the program weekly and it is easy for all members of our staff to engage with and seemlessly integrates with all of our current software and programs. **What do you dislike about Proposify?** There could be more templates to play with or at least some updates to the templates would be nice but that's about it. **What problems is Proposify solving and how is that benefiting you?** It solves the problem of repetitive reproduction of similar proposals. It streamlines the process and makes the proposals look professional. ### 48. Special proposals **Rating:** 3.0/5.0 stars **Reviewed by:** Elena C. | Comercial y administrador, Small-Business (50 or fewer emp.) **Reviewed Date:** August 27, 2024 **What do you like best about Proposify?** I like the format of the proposals being able to insert videos or photos. I like the template system. Let it be automatically recorded in Pipedrive. **What do you dislike about Proposify?** I don't like having to upload photos that are not organized and are never found. I don't like that the formats are very fixed. I don't like that the event date is not recorded in Pipedrive. **What problems is Proposify solving and how is that benefiting you?** It does not update like other programs ### 49. Great product. **Rating:** 5.0/5.0 stars **Reviewed by:** Amanda G. | Principal Buyers Agent, Small-Business (50 or fewer emp.) **Reviewed Date:** July 23, 2024 **What do you like best about Proposify?** As someone who regularly creates proposals for clients, I found Proposify to be a game-changer in terms of efficiency and professionalism. **What do you dislike about Proposify?** There isn't anything to dislike. It works well. **What problems is Proposify solving and how is that benefiting you?** NA ### 50. Buggy, hard to use, hard to modify small things **Rating:** 2.5/5.0 stars **Reviewed by:** Máté T. | Sales specialist, Small-Business (50 or fewer emp.) **Reviewed Date:** November 19, 2024 **What do you like best about Proposify?** Great table for proposal, easy to add rows, Im a daily user. **What do you dislike about Proposify?** very bugy, somethimes hard to use. It gets me mad sometimes **What problems is Proposify solving and how is that benefiting you?** Sending and crating proposals ## 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?page=2§ion=pricing&secure%5Bexpires_at%5D=2026-06-01+04%3A59%3A33+-0500&secure%5Bsession_id%5D=a0bf8a66-e4d4-4d8e-b5e7-e41ac0e0e41c&secure%5Btoken%5D=4df7f184c6d4cdbef3dfbccb3655a577e4ce77c4fdc60301c8ff53e53966871d&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 (3,315 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 (1,229 reviews)