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. Review collected by and hosted on G2.com.

The templates of proposify is little outdated and they also need to be more customisable as Canva is also a similar platform that has much more feature than preposify and it is also more budget friendly. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

The proposal is professional-looking and can be tailored to the customer in content and photos from the Unsplash library. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

This is an easy-to-use and professional proposal tool that consistently delivers reliable results and is straightforward to implement. Review collected by and hosted on G2.com.

There isn't much more I can add—they really are exceptional. Review collected by and hosted on G2.com.

I liked that it had a proposal and delivery method - but they they ruined it when introducing AI Review collected by and hosted on G2.com.

Complete lack of support or help - and the fact that I paid for a year, and was only able to use it 2 months into my second year - I have the invoice show it paid, zero support, zero customer help - no recourse but to dispute with my bank Review collected by and hosted on G2.com.

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

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

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

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

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

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

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

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

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

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

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

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