Proposify Reviews & Product Details

Proposify makes it easy to send a professional, comprehensive and customisable proposal to potential clients within minutes. Once you have set up the templates a few clicks and personal customisations and a great-looking proposal make it to their inbox. Review collected by and hosted on G2.com.

The editing functionality is can be glitchy and sometimes isn't a smooth process compared to using other services like Google Docs, Microsoft Word etc... Review collected by and hosted on G2.com.

We like Proposify because it manages one particular part of our business really well, the proposal and contracts area.

Where we like it is that if you're going into Proposify it's making you focus on the potential and current clients and the body of work you will be undertaking for the client.

Once a template is made, which is fairly easy, the re-usability of the template saves us time and effort especially when we have another request come through our front door for the same or similar services.

We've been using Proposify for some years, and the times I've had to contact customer support, has been painless. The staff know their product well and provide exceptional support.

It's been a great experience using Proposify and the value it has brought to our business. Review collected by and hosted on G2.com.

The editor has been cumbersome to use up till now. I've seen a quick video of the new editor and so far I like what I've seen. That may well overcome my issues I have using Proposify. Review collected by and hosted on G2.com.

The ease of navigation and payment within Proposify has been the most positive feedback we have heard from our clients. Review collected by and hosted on G2.com.

The page builder can be a bit hard to use. Designing inside the builder is not something I would consider user friendly. this takes up way too much time to get everything just right. Review collected by and hosted on G2.com.

One of the main reasons my team chose Proposify over other competitors was their excellent customer service. Each rep/proposify professional we have worked with in our implementation has been helpful, patient, and reliable. I also like that the platform is user-friendly and aesthetically pleasing. One of my favorite features is the duplication feature. This is valuable to my team as many of our proposals are similar to ones issued before. This is vital for our users as many times we have very tight turnaround times. Review collected by and hosted on G2.com.

One feature I don't love about Proposify is the tables. It doesn't let you change the width of the columns. If the table is on a page flow page, you can't adjust the size. You have to click off the side of the page and createa new table in order to make it the size you want. It is not a huge problem, just something to got used to. Review collected by and hosted on G2.com.

We are a SaaS company, so we generate proposals all day. Proposify makes it easy to generate proposals that can quickly be adjusted to meet our prospects' subscription needs with the simple check of a box. We also love the ability to track and gain insights into how our prospects interact with each proposal to help us better rate our opportunities. Review collected by and hosted on G2.com.

The only thing I find a bit restrictive is the pricing tables. While it is easy to set a table up, there can be a lot of whitespace without manually adjusting and tweaking the template. Also, discounting needs to be at the line item level, and it would be nice to have the ability to discount a total. Review collected by and hosted on G2.com.

Proposify has really changed the game for me in being able to give professional web proposals to potential clients! I am a small one person business and do not send out proposals often, so being able to use their free plan has been a tremendous blessing. I'm a 3 year long user and still love it and am very thankful for their product! Review collected by and hosted on G2.com.

Sometimes getting the font size and line-heights to be what I want can be difficult. Review collected by and hosted on G2.com.

We love that we can streamline your proposal development process. As with any application, it's about setting things up correctly and understanding how setting up a proposal online differs from using more traditional means (Microsoft Word, Adobe InDesign, etc.). The system is pretty savvy; once you have the proposal and templates set, it can go quickly. We love that we can track open rates and where potential clients spend their time on the proposal. We also like the ability to sign off and accept proposals very easily. Customer support is very responsive. Review collected by and hosted on G2.com.

It takes a lot of getting used to working in this online app/program with a very templated system. There is flexibility, but you also need to learn a lot of workarounds, especially when it comes to text formatting. Proposify seems to continue updating its user experience. The pros outweigh the cons. I wish they also allowed Grammarly or some kind of AI grammer and writing tool. Review collected by and hosted on G2.com.

I just have to share how much Proposify has transformed the way I handle proposals and contracts. Seriously, it’s been a game-changer for me!

Creating proposals used to feel like such a chore, but with Proposify, it’s actually enjoyable! The templates are sleek and super easy to customize, which means I can whip up a professional-looking proposal in no time. Plus, the tracking feature? Total lifesaver! I can see exactly when clients open my proposals and how they’re engaging with them. That insight lets me follow up at just the right moment, and I’ve noticed a real boost in my win rates since I started using it.

One of the best parts? The contract signing process is so smooth now. Clients can sign digitally, which eliminates all the annoying back-and-forth. This not only speeds things up but also makes the whole experience feel more modern and efficient. I can’t tell you how great it feels to close deals faster!

Beyond just closing deals, Proposify has really helped me step up my customer service game. Each proposal feels personalized and professional, which shows clients that I genuinely care about their needs. Plus, having all the proposal details in one place makes it so much easier for me to keep track of interactions and follow up effectively.

In short, Proposify has made such a positive impact on my business. It’s not just about winning deals and contracts; it’s about building better relationships with my clients. If you’re looking to elevate your proposal process and improve your customer service, I can’t recommend Proposify enough! Review collected by and hosted on G2.com.

One thing to keep in mind is that the web interface for designing proposals can be a bit sluggish, especially when you’re creating a new template from scratch. It can sometimes feel a little slow, which can be frustrating. However, once you have your templates set up, reusing them is a breeze! That makes the initial effort totally worth it in the long ru Review collected by and hosted on G2.com.

Overall communication and support! One-one sessions are another benefit. Review collected by and hosted on G2.com.

I presently have no concerns. System continues to evolve around our request . Review collected by and hosted on G2.com.

Easy to set up simple templates that are on brand. Review collected by and hosted on G2.com.

Rigidness of proposals sometimes can get in the way of wanting flexible retainers or changes to existing proposals that have been signed. Review collected by and hosted on G2.com.