Proposify Reviews & Product Details

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.

The content, ease of use, customer support, frequency of use, web-based platform! My company used to use Expedience which was good but we were limited to what Microsoft Word could do. Now we can easily integrate videos, make comments online, and see if our email has been opened. I personally enjoy the creative freedom I have. I can easily add pictures, shapes, colors, videos, and really add that WOW factor. Review collected by and hosted on G2.com.

A lot of account reps and recipients want to download a pdf copy. Our smallest proposal file size is 38 MB - which is not email-friendly. I demonstrated this to Nick online. He has moved this on to tech support.

The LAG. All of our account reps and even my manager are frustrated by the lag. You scroll up and the page takes a while to load. You click and drag an image or text box and it stutters and stops. Sometimes the page even crashes. It's a bit embarrassing when that happens during a tutorial.

Copying and pasting text from a word document does not translate well into Proposify. Most of our Account Reps write their cover letters and financials in Microsoft Word. When they copy and paste it into Proposify, it is a frustrating user experience for them.

We have been informed that the lag will be taken care of in June. Once that is done, I think more of our account reps will be on board! And I will bump up my product review to 10 outta 10!

^ Okay so follow-up. This has not been taken care of yet. Something about moving on to a new online platform? Review collected by and hosted on G2.com.

Proposify is an invaluable tool for web design agencies looking to streamline their proposal creation and management process. The platform offers a user-friendly interface that allows teams to craft visually appealing, customized proposals with ease. Its template library and drag-and-drop features save time, while the ability to track client engagement with proposals provides crucial insights for follow-ups. The integration with CRM systems is seamless, helping to keep sales workflows organized. Overall, Proposify enhances professionalism, speeds up the proposal process, and improves client communication—making it an excellent choice for agencies focused on growth and efficiency. Review collected by and hosted on G2.com.

No dislikes. Any issues we've had their live chat support has resolved in a timely manner. Review collected by and hosted on G2.com.

We use Proposify for our proposals. It's easy to set up and make attractive proposals. Integrates well with Hubspot and QBO. Review collected by and hosted on G2.com.

I wish there was a little bit more customization with the integrations but I'm sure that will come. Review collected by and hosted on G2.com.

I love that it integrates directly with my CRM. I can pull the data directly into my proposal, and it updates the CRM based on whether it Won or Lost. It saves time from entering certain data.

I also like that it tracks when someone reviews the proposal and which sections they spend the most time on. Review collected by and hosted on G2.com.

There's not much to dislike. However, it would be helpful to customize which fields I would like to import from my CRM. Review collected by and hosted on G2.com.

The upsides are how professional the proposals look. I enjoy the different options that allows our team to create unique proposals for the different cleaning services we provide. It's easy to implement and integrate to our customers when they open the link. It's easy for them to sign the proposal. We frequently use Proposify for all of our proposals. Review collected by and hosted on G2.com.

The only issues that occur are when our customers have problems opening the links to the proposals we sent. We deal with the issue by sending them apdf copy of the proposal. Review collected by and hosted on G2.com.

What I like best about Proposify is its intuitive design and extensive customization options. The platform makes it incredibly easy to create polished, professional proposals that stand out. The ability to track client interactions and see which sections are getting the most attention is a game-changer, helping to refine and improve proposals over time. The collaboration features also make it simple for teams to work together seamlessly Review collected by and hosted on G2.com.

The editing function in Proposify can be a little clunky at times. Review collected by and hosted on G2.com.

For almost two years, Proposify has been the main proposal software for our team. In particular, I admire the way it helped me achieve the unattainable during last quarter's last-minute pitch to a leading client - the editable templates came to my rescue as we had to totally change the proposal, just a few hours before the deadline. The client success team has been terrific, especially when they supported me with creating custom pricing tables during the orientation process. Review collected by and hosted on G2.com.

As I am always working with the design team, I have often wished for more detailed commenting features. I had to take screenshots and write separate emails to our graphic designer in order to deal with specific content changes - this is a bit of a nuisance when you are running to catch up with the clock. Review collected by and hosted on G2.com.