--- title: Proposify Reviews meta_title: 'Proposify Reviews 2026: Details, Pricing, & Features | G2' meta_description: Filter 1138 reviews by the users' company size, role or industry to find out how Proposify works for a business like yours. aggregate_rating: rating_value: 4.6 review_count: 1138 scale: '5' date_modified: '2026-06-30' parent_category: name: Quote Management url: https://www.g2.com/categories/quote-management --- # Proposify Reviews **Vendor:** Proposify **Category:** [Proposal Software](https://www.g2.com/categories/proposal) **Average Rating:** 4.6/5.0 **Total Reviews:** 1,138 ## 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, making proposal creation quick and efficient with user-friendly features. (40 reviews) - Users find that the **abundance of templates** in Proposify enables quick and efficient proposal preparation. (23 reviews) - Users love the **easy creation** of proposals with Proposify's diverse templates and user-friendly design features. (20 reviews) - Users value the **customization options** in Proposify, enhancing professionalism and efficiency in their proposals. (16 reviews) - Users highlight the **ease of creation** with Proposify, appreciating its user-friendly interface and seamless proposal process. (16 reviews) - Users value the **collaborative tools and automation** in Proposify, enhancing proposal efficiency and offering pricing flexibility. (16 reviews) - Efficiency (15 reviews) - Sales Efficiency (15 reviews) - Tracking Features (15 reviews) - Users value the **responsive customer support** of Proposify, which enhances their experience and efficiency in proposal management. (14 reviews) **What users dislike:** - Users struggle with **difficult editing** , finding the software unintuitive and formatting inconsistent for content creation. (13 reviews) - Users note **limited customization** options for advanced features, impacting their ability to tailor proposals effectively. (13 reviews) - Users find **editing difficulties** in Proposify frustrating, requiring more flexibility and user-friendly design options. (11 reviews) - Users face **usability challenges** with Proposify, struggling with mobile compatibility and a complex editing interface. (9 reviews) - Users find the **missing advanced features** in Proposify limiting, impacting customization and overall usability. (9 reviews) - Users find **template issues** frustrating, especially with organization, messy UI, and restrictive pricing tables. (9 reviews) - Expensive (8 reviews) - Users encounter **layout issues** with Proposify, finding the document editor and pricing tables cumbersome and ineffective. (8 reviews) - Users experience **slow performance** with Proposify, leading to frustration from lag and slow loading times during use. (8 reviews) - Bug Issues (7 reviews) ## Proposify Reviews ### 1. A Time Saving Proposal Tool **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Management Consulting | Small-Business (50 or fewer emp.) **Reviewed Date:** May 23, 2024 **What do you like best about Proposify?** As a management consultant, I love the user interface, the ability to create (and reuse) proposal templates, the ability to see where prospects spend their time reviewing your proposals, and the practical table features for listing out (and aggregating) prices and services. Overall, I would highly recommend Proposify for professional service advisors! **What do you dislike about Proposify?** Compared to Microsoft Word, Google Docs, etc. Proposify's word doc capabilities prove a bit "clunky," but this is not a material issue. **What problems is Proposify solving and how is that benefiting you?** In deciding on the best solution for my proposal needs, I wanted a software where I could create and store proposals, use table functionality to list out services (and pricing) and use eSignatures. ### 2. Game Changer For Our Marketing Agency **Rating:** 5.0/5.0 stars **Reviewed by:** Mark J. | M, Small-Business (50 or fewer emp.) **Reviewed Date:** May 05, 2021 **What do you like best about Proposify?** Loaded with amazing functionalities. The ability to customize and template out your proposals is awesome. Professional, simple to use and prospects love it. **What do you dislike about Proposify?** Not much about this software I dislike. It can get a little glitchy at times but nothing that would deter me from using it. **What problems is Proposify solving and how is that benefiting you?** TIme... We can turn proposals out quickly, professionally, and best of all I can see in real-time when prospects are looking at it and what they are focusing on. Amazing sales tool. ### 3. Incredible Software with Even Better Customer Service **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Accounting | Mid-Market (51-1000 emp.) **Reviewed Date:** May 08, 2024 **What do you like best about Proposify?** Proposify has allowed our firm to seamlessly deliver proposals. From an operational standpoint, the switch from Word to Proposify has been incredible. This product allows our team to quickly create and customize proposals to get them out of the door faster than ever. **What do you dislike about Proposify?** Although nothing stands out immediately when asked this question, we are always excited to hear that the Proposify team is upgrading and ever-evolving from feedback in our monthly meetings. **What problems is Proposify solving and how is that benefiting you?** Proposify has eased the lift of our small team. With the customization options within the design space, we are able to drag and drop content easily, whereas before, we were searching in old Word documents to find exactly what we needed. ### 4. Proposify makes sending quotes and proposals so much easier! **Rating:** 4.0/5.0 stars **Reviewed by:** Philana H. | Mid-Market (51-1000 emp.) **Reviewed Date:** May 01, 2024 **What do you like best about Proposify?** It makes sending quotes and proposals so much easier by digitizing the process and keeping track of metrics. **What do you dislike about Proposify?** It's a bit clunky in changing or editing or creating templates, text, colors, highlights, etc. **What problems is Proposify solving and how is that benefiting you?** Proposify is streamlining the proposal process and keeping track of what is happening as well as the history of all quotes and proposals sent. This saves an extraordinary amount of time and energy vs. trying to come up with something from the groundfloor each time. ### 5. Consistency made easy **Rating:** 4.5/5.0 stars **Reviewed by:** Kristýna M. | Business Development Operations Specialist, Small-Business (50 or fewer emp.) **Reviewed Date:** May 15, 2024 **What do you like best about Proposify?** The system is easy to use, and the Proposify team does a great job making sure your team is set up with everything and offers continuous support. The system has allowed us to implement better and more consistent workflows in proposal writing. **What do you dislike about Proposify?** Sometimes the system can be a little stiff with certain features, but Proposify works with you to find the best solution. **What problems is Proposify solving and how is that benefiting you?** Consistent proposal generation, document organization and workflow management ### 6. Proposal Platform with great integrations **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Consulting | Small-Business (50 or fewer emp.) **Reviewed Date:** October 23, 2024 **What do you like best about Proposify?** Plenty of integrations and metrics makes Proposify a winner. **What do you dislike about Proposify?** The document editing features need to be more user-friendly. **What problems is Proposify solving and how is that benefiting you?** Ease of use, and standarized proposal creation, for fast customer support. ### 7. Top notch proposals to separate yourself from the competition. **Rating:** 5.0/5.0 stars **Reviewed by:** Garrett C. | Mid-Market (51-1000 emp.) **Reviewed Date:** March 20, 2024 **What do you like best about Proposify?** The proposal quality it creates is incredible and provides a competitive advantage from majority of companies still submitting PDF's. It shows that we as a vendor are investing in technology to better serve our customers. **What do you dislike about Proposify?** There are not many downsides to Proposify. The main improvement I would like to see are more editing functions witin the proposal, especially with creating and deleting tables. There does seem to be a number of features when creating the proposal which is great. **What problems is Proposify solving and how is that benefiting you?** Proposals are noticied and read more quickly. Proposify also speeds up the contract execution stage with the electronic signatures. ### 8. Not great for mobile users. **Rating:** 2.5/5.0 stars **Reviewed by:** Cory G. | Weather Defender , Small-Business (50 or fewer emp.) **Reviewed Date:** July 25, 2024 **What do you like best about Proposify?** The software is super valuable for presenting our quotes in a professional way. **What do you dislike about Proposify?** They no longer support the android app and for that reason we will most likely be switching to pandadoc. **What problems is Proposify solving and how is that benefiting you?** Presenting our quotes ### 9. Product is great tool to use **Rating:** 2.5/5.0 stars **Reviewed by:** Verified User in Hospitality | Small-Business (50 or fewer emp.) **Reviewed Date:** September 17, 2024 **What do you like best about Proposify?** Tracking the metrics of a document proves itself very helpful to establish areas we need to place more focus vs where we can lighten up the information **What do you dislike about Proposify?** The content creation or modification is really absurd. Formatting is not as cohesive as I would hope it to be. The ease of use is great if you do not have any variable information that is not preset into the system. **What problems is Proposify solving and how is that benefiting you?** Building a larger document with the preslotted details or add on informations is great ### 10. Proposify is a fast and efficient way to create dynamic presentations that are easy to distribute **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Insurance | Small-Business (50 or fewer emp.) **Reviewed Date:** August 29, 2024 **What do you like best about Proposify?** Ease of use, support system when getting started. Customer support is hugely responsive and follows up. Its easy to use and to integrate photos, videos etc **What do you dislike about Proposify?** Would like to be able to 'file' or sort my presentations. I use many different templates for different areas of the business. Would like to see 'custom' photos available or a file withing images where common elements can be stored. Feel I have only scratched teh surface on the possibilities **What problems is Proposify solving and how is that benefiting you?** Having a template and making the adjustments rather than rewriting every proposal. Consistency of presentation ### 11. EverLine Coatings STL **Rating:** 4.5/5.0 stars **Reviewed by:** Julie V. | General Manager, Enterprise (> 1000 emp.) **Reviewed Date:** May 01, 2024 **What do you like best about Proposify?** It is fast and easy. Our client seem to like the ease of viewing and selecting services. **What do you dislike about Proposify?** I have issues sometimes getting picture or images added to proposal. **What problems is Proposify solving and how is that benefiting you?** Proposify creates a nice looking proposal that offers our clients a choice of services to choose from. ### 12. Ease to use... friendly... intuitive **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Consulting | Small-Business (50 or fewer emp.) **Reviewed Date:** September 19, 2024 **What do you like best about Proposify?** Proposify is easy to use and intuitive... Simple to configure and prepare to create templates which a flexible to modify anytime. I like the fact you can create a template from a proposal or another template. Notifications and tracking of proposal are great and help me keep track of everything It is now a daily tool in our company **What do you dislike about Proposify?** Can't wait to have a bilingual version to use! **What problems is Proposify solving and how is that benefiting you?** Keep track of contracts and also internal employees signatures ### 13. Quality Proposal Software **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Computer Software | Mid-Market (51-1000 emp.) **Reviewed Date:** May 08, 2024 **What do you like best about Proposify?** I find proposify to be a user friendly software with great customer support when needed. Their software allows you to create templates for your proposals that reduce some of the cumbersome time that is spent try to draft a document and add the proper langauge. **What do you dislike about Proposify?** Some of the formatting options in the tool could be enhanced, but generally speaking it does what is needed. A challenge i have ran into is around pasting text into Proposify. You need to use an HTML stripper before pasting text into your document. **What problems is Proposify solving and how is that benefiting you?** It solves the challenge of drafting a formal proposal in a fast, efficient, and consistent manner. ### 14. Fast efficient and userfriendly **Rating:** 5.0/5.0 stars **Reviewed by:** Alberto N. | Director, Small-Business (50 or fewer emp.) **Reviewed Date:** July 30, 2024 **What do you like best about Proposify?** The ability to create templates and reuse them. As well as creating custom fields that can be used as dynamic merge tags in the proposal. **What do you dislike about Proposify?** Navigation for sorting and managing the sent proposals can sometime be a bit tideous goign from page to page. **What problems is Proposify solving and how is that benefiting you?** We can outline our services and set the expectations wiht clients. It gives us the fundation for our client relationship. ### 15. Proposify is fabulous **Rating:** 5.0/5.0 stars **Reviewed by:** Donna H. | Small-Business (50 or fewer emp.) **Reviewed Date:** February 14, 2023 **What do you like best about Proposify?** Easy to create templates and build professional and beautiful proposals. **What do you dislike about Proposify?** Nothing that I can think of, to be honest. **What problems is Proposify solving and how is that benefiting you?** A need to get something in front of clients that capture conversations about their needs and what our offerings are that will meet the needs. It has made the turnaround time from client conversation to proposal generation much faster and eliminated the sense of dread around putting a great proposal together. ### 16. Cut my proposal time down by 80% **Rating:** 4.5/5.0 stars **Reviewed by:** Brie E A. | Owner, Small-Business (50 or fewer emp.) **Reviewed Date:** May 03, 2024 **What do you like best about Proposify?** I absolutely LOVE that I can create templates that have variables in them - makes proposals so freaking easy to create and send out. Oh, and it integrates with Freshbooks so when it comes time to bill the client is already in the books. **What do you dislike about Proposify?** I don't really feel like there are any... **What problems is Proposify solving and how is that benefiting you?** I create, send, and store all proposals in this platform and get all of my clients' e-signatures. ### 17. Fantastic tool for proposals. **Rating:** 5.0/5.0 stars **Reviewed by:** Sean L. | Relationship Marketing expert helping others build better businesses through relationships., Marketing and Advertising, Small-Business (50 or fewer emp.) **Reviewed Date:** August 12, 2021 **What do you like best about Proposify?** Our team finds the tool easy to use and more importantly, easy for our clients to use. It really simplified a process that can be hard for clients that aren't tech-savvy. **What do you dislike about Proposify?** I'm hoping that the ability to format things like fonts improves. **What problems is Proposify solving and how is that benefiting you?** It helps to close more business and make the process easier for our clients. ### 18. So easy to use **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Construction | Small-Business (50 or fewer emp.) **Reviewed Date:** September 30, 2024 **What do you like best about Proposify?** That it ingrates with my CRM, and I send email reminders **What do you dislike about Proposify?** Nothing yet . I have bben using it for just about 1 month **What problems is Proposify solving and how is that benefiting you?** make quoting easy ### 19. Streamlines and simplifies the proposal process. **Rating:** 5.0/5.0 stars **Reviewed by:** Staci S. | Meteorologist, Mid-Market (51-1000 emp.) **Reviewed Date:** August 22, 2024 **What do you like best about Proposify?** The ease of creating and editing company proposals. **What do you dislike about Proposify?** Currently unable to share the link externally without the format messing up. **What problems is Proposify solving and how is that benefiting you?** It's an excellent tool to help us save time during the proposal process and even helps us with an organized way to send information to prospects. ### 20. A fantastic way to keep all your company client communication on brand! **Rating:** 5.0/5.0 stars **Reviewed by:** Maggie Z. | Mid-Market (51-1000 emp.) **Reviewed Date:** May 08, 2024 **What do you like best about Proposify?** As the UX designer at my company, I really like when all of the materials we are using to communicate with clients follow our brand guidelines. With Proposify, I was able to create documents that matched our look and feel while also having all of the needed functionality for our sales team. **What do you dislike about Proposify?** There was a bit of a learning curve to using the customization features, but the Proposify team answered all my questions and the final product turned out great. **What problems is Proposify solving and how is that benefiting you?** Sending out professional, on-brand proposals and contracts to clients that are intuitive and easy to understand. ### 21. Big Fans of Proposify - Everyday User **Rating:** 5.0/5.0 stars **Reviewed by:** Brian M. | Small-Business (50 or fewer emp.) **Reviewed Date:** May 01, 2024 **What do you like best about Proposify?** Proposify has continued to wow us as customers and it is a tool that we use everyday. The integrations with different systems that we use make the process of creating proposals relatively seemless. We are huge fans. **What do you dislike about Proposify?** Mobile App needs some work, but very little of what we do involves the mobile. **What problems is Proposify solving and how is that benefiting you?** Steamlining proposal workflows and coordinating info back to CRM. ### 22. OBSESSED! **Rating:** 5.0/5.0 stars **Reviewed by:** Aubrey E. | Mid-Market (51-1000 emp.) **Reviewed Date:** February 28, 2024 **What do you like best about Proposify?** I love the similicty proposify offers. Not only is it easy to modify my proposals, it's a clean looks for my customers and makes our SOW very definable. I love the ability to look at metrics as well as to who is viewing my proposal and when. **What do you dislike about Proposify?** Sometimes it's a little clunky/ slower with editing- I have to refresh my page and then it's good to go! **What problems is Proposify solving and how is that benefiting you?** Defining our general scope of work. We've struggled with this as a fabrication comapny that often is very visial. Proposify closes the gap in this. ### 23. Streamlined Deal-Making! **Rating:** 4.5/5.0 stars **Reviewed by:** Alex S. | Small-Business (50 or fewer emp.) **Reviewed Date:** March 20, 2024 **What do you like best about Proposify?** I love the drag and drop accessibility of the platform and the integrations with our CRM! **What do you dislike about Proposify?** Sometimes formatting can be a bit tricky if you're not working off of a template, but it doesn't hinder my ability to use it. **What problems is Proposify solving and how is that benefiting you?** Proposify has helped us keep a digital record of all of our proposals and won deals and has made transacations work much quicker than regular proposals. Between generating proposals and e-signauture functions, it has kept our documents all in one place. ### 24. Great bid program **Rating:** 5.0/5.0 stars **Reviewed by:** Tim W. | VP of Operations, Mid-Market (51-1000 emp.) **Reviewed Date:** February 14, 2023 **What do you like best about Proposify?** I like seeing when a prospect is looking at a particular page and for how long. The process of entering bids is so easy. **What do you dislike about Proposify?** Some of the templates I used disappeared, and I can not find them. The app for iPhones is not working at all. **What problems is Proposify solving and how is that benefiting you?** It's helping my salesman get bids out a lot easier. ### 25. Good for collaboration, persnickety for creativity. **Rating:** 3.0/5.0 stars **Reviewed by:** Evan H. | Small-Business (50 or fewer emp.) **Reviewed Date:** March 20, 2024 **What do you like best about Proposify?** It's good to be able to collaborate with a team on a proposal. The best part are the tools for pricing - it really simplifies our ability to offer options and add-ons for pricing. **What do you dislike about Proposify?** I have gotten frustrated when trying to format proposals when deviating from a template. If you are looking to get creative in how you present information, Proposify is more fickle than just using PowerPoint or Keynote. **What problems is Proposify solving and how is that benefiting you?** The biggest one is making it easy to price options. The pricing tables are easy to create and go between flat rates and unit prices. It has also given us a means to empower potential clients to play with the options we give them and price different scenarios. ### 26. Great for time saving and consistency **Rating:** 5.0/5.0 stars **Reviewed by:** Madalina I. | President & CEO, Small-Business (50 or fewer emp.) **Reviewed Date:** April 18, 2024 **What do you like best about Proposify?** You can create branded templates and adapt them for each proposal easily. Speed to lead is important, and Proposify allows us just that. The interface is intuitive and easy to use. **What do you dislike about Proposify?** The designer in me wishes the editor had a few more tools (for alignment and distribution), but for most people that won't be an issue. **What problems is Proposify solving and how is that benefiting you?** I can generate proposals quickly by using pre-saved templates that are branded for our company. These keeps our documents consistent and allows us t have a clearly-defined process for generating proposals. It also helps us organize proposals in categories, which helps when generating proposals for similar clients. ### 27. Very user friendly **Rating:** 5.0/5.0 stars **Reviewed by:** Casey S. | Sales Process Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** May 10, 2024 **What do you like best about Proposify?** I wasnt even trained on the platform and i knew what to press to upload images and create templates. **What do you dislike about Proposify?** I dont like that we cant share the PDF of the proposals through email once you download the email **What problems is Proposify solving and how is that benefiting you?** having a template of the proposal for everyone to use the same one ### 28. Great proposal software **Rating:** 5.0/5.0 stars **Reviewed by:** John L. | Small-Business (50 or fewer emp.) **Reviewed Date:** April 18, 2024 **What do you like best about Proposify?** I like the templates and easy duplication, as well as the professional look and feel. **What do you dislike about Proposify?** The automatic emails could be better and come from my professional email, sometimes it appears less professional when it says proposify on the link you send **What problems is Proposify solving and how is that benefiting you?** The provide an easy review for the client and inform them of the contract terms and conditions well ### 29. A year with Proposify **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Consulting | Small-Business (50 or fewer emp.) **Reviewed Date:** May 09, 2024 **What do you like best about Proposify?** I like the ease of use of setting it up and customizing your proposals. The analytics that it provides about how long someone has looked at each area. The integration with my CRM helps streamline the process. **What do you dislike about Proposify?** There's no select all option to update multiple proposals. For example, I wanted to mark a few old proposals as closed, won, or lost. I had to manually click each one. It would be nice to select multiples and update the status at one time **What problems is Proposify solving and how is that benefiting you?** Creating a professional-looking proposal. ### 30. Easy Experience **Rating:** 4.0/5.0 stars **Reviewed by:** Cassondra W. | Administrative Assistant, Mid-Market (51-1000 emp.) **Reviewed Date:** May 10, 2024 **What do you like best about Proposify?** I think it's easy to use and very straightforward. It has a number of features that as a company we utilize and it makes our proposal process smooth. **What do you dislike about Proposify?** Just small kinks with making tables and moving them around **What problems is Proposify solving and how is that benefiting you?** Helping us properly get out proposals in a timely manner ### 31. My Digital Marketing Agency has been using Propoosify for many years **Rating:** 5.0/5.0 stars **Reviewed by:** Chris B. | Small-Business (50 or fewer emp.) **Reviewed Date:** May 09, 2024 **What do you like best about Proposify?** Love the abiliy to preset templates and content sections easily. Love the ability to easilyi setup and modify pricing matrixes. Love the abiliyt to have initials and signatures for one or multiple contacts. **What do you dislike about Proposify?** I have nothing negative to say about Proposify. **What problems is Proposify solving and how is that benefiting you?** 1. I can get signatures on my contracts instantly and electronically. 2. With the Stripe integraiton I can get initial payment at the same time the contract is signed! 3. I can view progress of propsosals and client activity prior to signing. ### 32. User friendly with great templates **Rating:** 5.0/5.0 stars **Reviewed by:** Jameka S. W. | CEO and Principal Publicist, Small-Business (50 or fewer emp.) **Reviewed Date:** May 09, 2024 **What do you like best about Proposify?** The software is super easy to use for both me and my prospective clients. And love the various app integrations. **What do you dislike about Proposify?** I would love additional templates that are specific to my industry, which is PR. **What problems is Proposify solving and how is that benefiting you?** It makes it easier for me to track proposals. ### 33. Works for us! **Rating:** 4.0/5.0 stars **Reviewed by:** Connie Boudreaux S. | Brand Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** May 09, 2024 **What do you like best about Proposify?** Easy and looks sharp! Clients often comment on it positively. **What do you dislike about Proposify?** Could have some more design options, we struggle trying to elevate the design sometimes. **What problems is Proposify solving and how is that benefiting you?** An easy way for mutliple users to access templated proposals and copy to make sales quicker and easier ### 34. Postive experience with a few cons **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Accounting | Mid-Market (51-1000 emp.) **Reviewed Date:** May 09, 2024 **What do you like best about Proposify?** Proposify is great for using templates an having everything you need to create a proposal at your finger tips. Your able to updated and new content with a few clicks of a button. **What do you dislike about Proposify?** When editing tables in Proposify you have to edit fonts, colors, and sizing in each indiviual cell which creates a challeng when working with multiple text box cells. **What problems is Proposify solving and how is that benefiting you?** Proposify has allowed our company a 1 stop shop for creating documents over several streams of our company. ### 35. Easy to use for proposals **Rating:** 4.5/5.0 stars **Reviewed by:** Dan A. | Mid-Market (51-1000 emp.) **Reviewed Date:** March 22, 2024 **What do you like best about Proposify?** I like how easy it is to make templates and use them for new prospects. The notifications lets me know know a proposal is read and then when signed and paid. **What do you dislike about Proposify?** The editor can be made better. It works good but there is a learning curve if you want to make customizations to a proposal. **What problems is Proposify solving and how is that benefiting you?** The software is helping us send proposals to clients. ### 36. Super easy to use and has a huge WOW factor **Rating:** 5.0/5.0 stars **Reviewed by:** Dawnie M. | Small-Business (50 or fewer emp.) **Reviewed Date:** May 07, 2024 **What do you like best about Proposify?** Ease of use scalability, customization. Can make this look like your website and do more branding. **What do you dislike about Proposify?** A little glitchly. Have to build a proposal to even see pricing. **What problems is Proposify solving and how is that benefiting you?** Getting proposals to prospects and seeing when they read, review and sign them. ### 37. There is nothing that comes close to Proposify! **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Construction | Mid-Market (51-1000 emp.) **Reviewed Date:** March 20, 2024 **What do you like best about Proposify?** The east of of use! I like the way that I can quickly gain access to past photos. I like most the professional look of the estimate. Never seen something like this before. My new employer requires we use it for proposals and was hestitated but it definely helps close the deal. **What do you dislike about Proposify?** I don't always love how the copy and paste feature works for intergerating pictures into the software works. **What problems is Proposify solving and how is that benefiting you?** The problems it helps solve is that I know when a client has chose to move forward with the job and I can focus on other parts of my job. ### 38. Proposals made EASY! **Rating:** 5.0/5.0 stars **Reviewed by:** Tony M. | Mid-Market (51-1000 emp.) **Reviewed Date:** March 20, 2024 **What do you like best about Proposify?** Love how it self generates a profesional proposals taking out most legwork as all I need to do is enter basic info. Also love how easy it is to use! **What do you dislike about Proposify?** Some items to customize language and especially discounts is a little tough to navigate **What problems is Proposify solving and how is that benefiting you?** Solves the tediousness of creating these in word docs or similar. Takes out all the tough manual work ### 39. Amazing Business Tool **Rating:** 4.5/5.0 stars **Reviewed by:** Stephanie S. | Enterprise (> 1000 emp.) **Reviewed Date:** April 25, 2024 **What do you like best about Proposify?** Our company loves Proposify. This software provides an easy way to create proposals for bids and great templates for future projects. **What do you dislike about Proposify?** Sometimes the photos can come out weird but otherwise it is fine! **What problems is Proposify solving and how is that benefiting you?** Giving great proposals for our high end clients. ### 40. Very Positive **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Construction | Small-Business (50 or fewer emp.) **Reviewed Date:** May 23, 2024 **What do you like best about Proposify?** I love everything about Proposify. It is very easy to use! I use it almost everyday. **What do you dislike about Proposify?** There is nothing I dislike about it Proposify! **What problems is Proposify solving and how is that benefiting you?** Proposify is solving the problem of not having to send everything in PDF. It benefits me because you can see when the client is viewing the proposal, as well as which pages they looked at the most, and that it is live 24/7. ### 41. Easy to use and adds value **Rating:** 4.5/5.0 stars **Reviewed by:** Guy S. | Small-Business (50 or fewer emp.) **Reviewed Date:** May 01, 2024 **What do you like best about Proposify?** Its ease of use, the number of templates and features available. It really is easy to role out to a sales team and get them up-to-speed to use quickly. **What do you dislike about Proposify?** Interface between Admin and User is not as intuitive as I'd like. **What problems is Proposify solving and how is that benefiting you?** Communicating our offering to prospective partners without having to send them to multiple webpages. Given how many decision makers are involved in a sales cycle now, it also means we can control what is being communicated. ### 42. Ive had a great experience with Proposify. Its easy to use and the customer service is great! **Rating:** 5.0/5.0 stars **Reviewed by:** Katie C. | Business development manager, Small-Business (50 or fewer emp.) **Reviewed Date:** May 28, 2024 **What do you like best about Proposify?** User-friendly and the customer service is great **What do you dislike about Proposify?** Nothing yet! Ive liked my experirnce with proposify **What problems is Proposify solving and how is that benefiting you?** Making it easy to send contracts keeping everything in one spot ### 43. Overall a straight-forward peice of software that allows you to send quotes and proposals **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Small-Business (50 or fewer emp.) **Reviewed Date:** May 01, 2024 **What do you like best about Proposify?** I love that you can make many different customisable quotes and proposals. The editing is very versatile. **What do you dislike about Proposify?** While the editing 'is' very versatile, the actual selection and editing process if VERY janky. Sometimes it can be dificult and laggy to select a field to edit. Adding additional stuff mid-quote can be frustrating. **What problems is Proposify solving and how is that benefiting you?** Being able to have one quick solution for sending proposals in a neat format that are easy to read in a very efficient manner. ### 44. Templates Easy to Customize and Push Out Proposals **Rating:** 5.0/5.0 stars **Reviewed by:** Megan J. | Owner/Advisor, Small-Business (50 or fewer emp.) **Reviewed Date:** January 04, 2021 **What do you like best about Proposify?** I love that I can develop templates customized to my business and voice that are easy to read and adapt to specific situations. **What do you dislike about Proposify?** I wish I could add additional contacts automatically. Right now, I can assign a single contact into the proposal. My use case has a need to send to multiple contacts of the client at once, which currently has to be done manually rather than on the template. I also wish the import process would bring in multiple contacts from Xero/Freshbooks (I refuse to use QBO for my own needs so I can't speak to this integration). Both of these are minor annoyances, though I would love to see these developed in the future. **Recommendations to others considering Proposify:** Get creative and let it solve problems for you. **What problems is Proposify solving and how is that benefiting you?** I'm using this to send proposals to clients for work to be performed. I can outline standard work and processes, easily customize that outline, and have a proposal done in an hour or less instead of, well, days. I'm also using this to send engagement letters to clients. It's *almost* fully automated, and, I'm hoping, will result in less chasing of clients for a thing that they don't value but I *have* to have to get started. Putting it into this kind of a process makes it a non-thing on their end and, hopefully, more likely to sign. I'm also using this to get deposits on work to be performed. ### 45. GREAT Product! **Rating:** 5.0/5.0 stars **Reviewed by:** Nora J. | Digital Project Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** February 01, 2017 **What do you like best about Proposify?** The ease of making proposals. Much easier than bidsketch. **What do you dislike about Proposify?** I don't really have any. I did have some problems with clients not receiving them. **What problems is Proposify solving and how is that benefiting you?** Don't really have any, it was better than using bidsketch. ### 46. Steamlined! **Rating:** 4.5/5.0 stars **Reviewed by:** Francis L. | Service Sales Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** February 16, 2024 **What do you like best about Proposify?** The ease of use and the ability to track proposals in process. **What do you dislike about Proposify?** There is a bit of a learning curve to get the hang of how to edit. **What problems is Proposify solving and how is that benefiting you?** We are able to quickly generate proposals that are easy for our clients to review and sign. The tracking aspects help us forecast wins. Saving time on proposal generation has kept our salespeople out of the office and in front of prospects more. ### 47. SF Integration is great **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Computer Software | Mid-Market (51-1000 emp.) **Reviewed Date:** May 30, 2024 **What do you like best about Proposify?** The salesforce integration is the best part. Being able to pick opportunity data and sync that automatically into the proposal helps. Getting notified when the proposals are viewed is also a big plus. Flexibility on expiry dates and being able to send reminders from within Proposify helps too. **What do you dislike about Proposify?** It isn't the most user-friendly in editing and customizing templates to your needs. arranging product line items, adding text and customizing text. Overall, it appears to discourage user from making manual edits to proposals **What problems is Proposify solving and how is that benefiting you?** Visibility of where our customers are on the journey while closing sales. ### 48. Proposify is a great tool but is not very user friendly. **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Computer Software | Mid-Market (51-1000 emp.) **Reviewed Date:** May 08, 2024 **What do you like best about Proposify?** Quick and easy contract signature. Getting a proposal to a customer is easy and efficient. **What do you dislike about Proposify?** This tool is not user friendly. The copy and paste function is not the best. The formatting tools do not work very well. The page formatting is difficult. If the product had the user functionality of word, it would be amazing. **What problems is Proposify solving and how is that benefiting you?** This allows us to have customer sign documents fairly easily. ### 49. Great functionality that leaves a professional impression for your company **Rating:** 4.5/5.0 stars **Reviewed by:** Ralf K. | Treasurer, Small-Business (50 or fewer emp.) **Reviewed Date:** May 01, 2024 **What do you like best about Proposify?** Ability to create and save templates for all kinds of documents. **What do you dislike about Proposify?** Branding and communication. Would prefer to have it all branded with my company **What problems is Proposify solving and how is that benefiting you?** Consistent proposal creation that portrays a professional company ### 50. Proposify Review **Rating:** 5.0/5.0 stars **Reviewed by:** Dain C. | Director of Business Development, Mid-Market (51-1000 emp.) **Reviewed Date:** May 09, 2024 **What do you like best about Proposify?** Easy to use; contract administration / execution **What do you dislike about Proposify?** Creating new templates / pages can be frustrating. **What problems is Proposify solving and how is that benefiting you?** Proposal creation / RFP process is smoother with Proposify; contract administration is streamlined ## 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=4§ion=pricing&secure%5Bexpires_at%5D=2026-07-01+12%3A17%3A07+-0500&secure%5Bsession_id%5D=edb71e99-3c01-4f6f-b3de-6df336e59588&secure%5Btoken%5D=ccdf5f00d4c53af80019a2dd55cc45fa0e100b8d70269fdc2842c2ea78d5da3d&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) - [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 (3,412 reviews) - [Qwilr](https://www.g2.com/products/qwilr/reviews) - 4.6/5.0 (895 reviews) - [GetAccept](https://www.g2.com/products/getaccept/reviews) - 4.6/5.0 (1,243 reviews)