--- title: Proposify Reviews meta_title: 'Proposify Reviews 2026: Details, Pricing, & Features | G2' meta_description: Filter 1143 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: 1143 scale: '5' date_modified: '2026-08-07' 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:** 1,143 ## 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 setup and efficient proposal sending. (25 reviews) - Users value the **extensive template library** in Proposify, enhancing proposal creation speed and flexibility. (17 reviews) - Users find Proposify's **easy creation** of proposals invaluable, fostering consistency and improving collaboration among teams. (16 reviews) - Users find **Easy Setup** with Proposify allows for quick, professional proposals, saving time and streamlining processes. (13 reviews) - Users value the **ease of template creation** in Proposify, allowing quick customization for professional proposals. (13 reviews) - Time-saving (12 reviews) - Users highlight the **ease of creation** with Proposify, appreciating its user-friendly interface and seamless proposal process. (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 the **limited customization options** in Proposify make it cumbersome to edit proposals effectively. (14 reviews) - Users find **difficult editing** in Proposify frustrating, as the page editor lacks refinement and alignment can be tricky. (11 reviews) - Users find **editing difficult** , with issues in alignment and refinement that complicate proposal customization. (9 reviews) - Users experience **slow performance** with Proposify, facing lag and frustrating delays during editing and proposal updates. (7 reviews) - Users find **layout issues** in Proposify, as template changes and managing pricing tables can be cumbersome. (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. Gets it done **Rating:** 3.0/5.0 stars **Reviewed by:** Samantha V. | Mid-Market (51-1000 emp.) **Reviewed Date:** January 02, 2024 **What do you like best about Proposify?** Easyy way to send proposals and receive updates **What do you dislike about Proposify?** Clunky when trying to make updates like which user a proposal is under **What problems is Proposify solving and how is that benefiting you?** We use it for our client agreements ### 2. A real timesaver for sending proposals and contracts **Rating:** 4.5/5.0 stars **Reviewed by:** Holly H. | Owner & Designer, Small-Business (50 or fewer emp.) **Reviewed Date:** February 14, 2023 **What do you like best about Proposify?** Using Proposify allows us to save templates for each of our services so that quoting and sending proposals and contracts is quicker and easier than manually creating each one. It's also great to see each proposal's progress on the dashboard and track whether clients have seen and signed them. **What do you dislike about Proposify?** Lining things up on pages can be difficult and the initial learning curve for setting up individual proposal templates was steep. I would also add that an Accessibility Professional that we work with has told us that Proposify is not accessible for screen readers which would be a great addition. **What problems is Proposify solving and how is that benefiting you?** Tracking of proposal progress for all of our clients and making it easy to send out repeatable proposals for signature. Our clients love the fact that they can sign electronically which was difficult before even in PDF. Proposify gives us a central location for all contracts. ### 3. Prosperous Proposals **Rating:** 5.0/5.0 stars **Reviewed by:** Drew H. | Senior Designer & Sales, Small-Business (50 or fewer emp.) **Reviewed Date:** July 26, 2023 **What do you like best about Proposify?** A user friendly platform with agents on hand to assist when issue arise. Tech agents are informative, kind and very responsive. **What do you dislike about Proposify?** Client profiles are limited especially for planners. I would prefer Planners have a seperate client profile that allows me to add mulitple clients under them. **What problems is Proposify solving and how is that benefiting you?** Obtaining contract agreements and offering visual representations of what to antipcate. Allows a an organized flow for productivity. ### 4. Wow factor **Rating:** 4.0/5.0 stars **Reviewed by:** Tyler S. | Small-Business (50 or fewer emp.) **Reviewed Date:** August 09, 2023 **What do you like best about Proposify?** I like the ability to create a proposal quickly from a template that allows for customization by my customers. **What do you dislike about Proposify?** The image library loads slowly. A great work around is to cut and paste images into the proposal. **What problems is Proposify solving and how is that benefiting you?** Clear business agreement with the customer that they can sign off on and we can lock in the business. ### 5. Works well across all company verticals **Rating:** 5.0/5.0 stars **Reviewed by:** Ashley O. | Small-Business (50 or fewer emp.) **Reviewed Date:** July 27, 2023 **What do you like best about Proposify?** Proposify is really easy to use. Simple, concise, and efficient. We use this across all of our different company verticals and it works incredibly well. Switching between verticals (contract types) is very smooth. **What do you dislike about Proposify?** This is a frustration from our branding department, but it can be challenging to update the branding of proposals. **What problems is Proposify solving and how is that benefiting you?** Ease of signing contracts, sending reminders when needed, collecting e-signatures. ### 6. Great for smaller proposals **Rating:** 4.0/5.0 stars **Reviewed by:** Paris P. | Marketing Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** August 28, 2023 **What do you like best about Proposify?** The engagement metrics really sold the platform for us. It's very helpful for creating more impactful proposals based on the metrics. **What do you dislike about Proposify?** For our use case, it would be really helpful if this were more of a powerpoint-based platform. That would make the presenations a little more impactful visually. **What problems is Proposify solving and how is that benefiting you?** Proposify makes it easier to ensure that our sales team always has the more up-to-date proposal version and that everything our sales team presents aligns with our branding. ### 7. discovering the god and the bad **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Construction | Small-Business (50 or fewer emp.) **Reviewed Date:** May 28, 2023 **What do you like best about Proposify?** The links for the video are a plus giving customers an overview of what I talk to them about when I meet them on-site. If I don't meet them, the video shows them what they get for the money. It is not just a technical quote they may or may not understand. **What do you dislike about Proposify?** I am doubling up on the quote. Due to the legal aspect of my business, If a customer wants to go ahead, I need to send out a different written contract to ensure it is a legal document for the work to commence. **What problems is Proposify solving and how is that benefiting you?** It allows me to explain to the customer the process of completing the work. Not just the cost or price to complete the work. ### 8. Amazing Proposal Software Makes Ordinary Extraordinary **Rating:** 5.0/5.0 stars **Reviewed by:** Derrick P. | Small-Business (50 or fewer emp.) **Reviewed Date:** February 13, 2023 **What do you like best about Proposify?** The templates are the best part of Proposify. There are several to choose from. Once learned, the editing process is a breeze and the end result is a super-professional, high-value proposal (and other documents) that your customers will be impressed with. **What do you dislike about Proposify?** The tables are a bit cumbersome, and the page flow style of page is a bit awkward to update. But there are a few workarounds that seem to suffice. **What problems is Proposify solving and how is that benefiting you?** We have grown from a small company into a multi-million dollar company. Our client profile is elevating and they require a more substantial offering when quoting or offering a proposal. The professional layout and the high-quality presentation has surely won our company business with some of the largest construction companies in the United States. ### 9. It is a very innovative way to create and send proposals but hard to design and use the tables. **Rating:** 3.5/5.0 stars **Reviewed by:** Riley B. | Marketing Intern, Small-Business (50 or fewer emp.) **Reviewed Date:** January 12, 2023 **What do you like best about Proposify?** The thing I like the best is that the people are very open to helping and teaching you how to use things. I also think the best part is how easy it is to send proposals and track them. **What do you dislike about Proposify?** I dislike the design part of Proposify. It is difficult to use and design the graphic part of the proposal. Also, our proposals use equations and that can be tricky to navigate in the table part. **What problems is Proposify solving and how is that benefiting you?** Solving the problem of creating proposals in Excel and manually sending and tracking to prospects. Proposify saves us time in that way and makes creating, sending, and tracking proposals way easier. ### 10. Love the Professional Presentation **Rating:** 4.5/5.0 stars **Reviewed by:** Richard J. | Digital Marketing Consultant, Information Technology and Services, Small-Business (50 or fewer emp.) **Reviewed Date:** July 26, 2019 **What do you like best about Proposify?** The tool represents a modern, professional approach to presenting and reviewing proposals with clients. **What do you dislike about Proposify?** Building the fee tables can be frustrating and unforgiving while creating them. Replicating past builds not as easy as hoped for. **Recommendations to others considering Proposify:** Be patient, think logically about how you want the story to flow and Proposify will help you present it professionally **What problems is Proposify solving and how is that benefiting you?** So far, I’ve submitted 3 proposals, won 2 of them and the 3rd is in review. Clients have all stated they’ve appreciated the professional look and feel along with the ease of reviewing together. **Official Response from Elise Snow-Kropla:** > Hi Richard, Thanks for reviewing our software! It's really great to hear your feedback, along with your clients' feedback. Also, congrats on the two deals you've closed so far! We appreciate your comments regarding the fee tables - we're always working on improving the user experience and this is valuable info. In the meantime, you can always reach out to support@proposify.com (or connect with them in-app) with any formatting or fee table questions, and they'll be happy to help ensure your proposals look exactly the way you want them to. Happy closing! ### 11. Proposify will make your proposals look like a professional **Rating:** 5.0/5.0 stars **Reviewed by:** Kelly B. | Principal Consultant, Small-Business (50 or fewer emp.) **Reviewed Date:** May 12, 2021 **What do you like best about Proposify?** One of the standout features of Proposify is its ability to elevate the professional appearance of proposals. I am convinced that the end product has significantly contributed to my success in winning deals. Features like electronic signatures, interactive quoting, and integrated CRM functionalities make Proposify a powerful asset in managing proposals efficiently and effectively. **What do you dislike about Proposify?** Proposify does come with a learning curve that might be a hurdle for new users. The initial setup and customization of templates require a good understanding of the tool’s capabilities and options, which can be time-consuming **What problems is Proposify solving and how is that benefiting you?** Getting out quality proposals and reports to my clients. It also allows me to see which parts of the proposal they are spending the most time reviewing. ### 12. Good tool for contracts **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Computer Software | Mid-Market (51-1000 emp.) **Reviewed Date:** July 13, 2023 **What do you like best about Proposify?** I do like that you can set up a template for contracts/proposals and not have to recreate it each time. I also like that is has a signing option, like Docusign, and that you can store all contracts in one location. Once you've learned it, it becomes a good, quick and efficient tool. **What do you dislike about Proposify?** Learning this tool was not simple or instinctive. However, have asked for help when stuck and find their customer service not fast, but very helpful and friendly. **What problems is Proposify solving and how is that benefiting you?** In a centrally located tool for all in the office, to use the sample templates, store the signed documents, send them and to use signature database. I've gotten faster with it and it helps me assemble contracts fairly quickly. ### 13. Helpful Tool For Winning New Business **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Marketing and Advertising | Small-Business (50 or fewer emp.) **Reviewed Date:** August 09, 2023 **What do you like best about Proposify?** I appreciate Proposify's built in functionality that allows for placement of screenshots, videos, and other useful content. It helps build a story for prospects. **What do you dislike about Proposify?** At times, the software can get clogged or feel buggy. But a quick refresh usually resolves most issues. **What problems is Proposify solving and how is that benefiting you?** Proposify offers an all-in-one sales solution from concept to close. Prospects (or existing clients) have real-time acces to their proposals and contracts with little effort. ### 14. Super easy to use **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Computer Software | Small-Business (50 or fewer emp.) **Reviewed Date:** August 10, 2023 **What do you like best about Proposify?** Proposify makes sending proposals and information to potential clients so easy. The proposals look great and are so user friendly! **What do you dislike about Proposify?** I do wish there was a quick, easy way to see the last time someone viewed the proposal without having to go into each one. **What problems is Proposify solving and how is that benefiting you?** Proposify helps us quickly send detailed proposals out to potential clients. It is super easy and professional. ### 15. Like the interfacing with Hubspot and the tracking info - knowing when a customer views the proposal **Rating:** 5.0/5.0 stars **Reviewed by:** Darlene M. | Small-Business (50 or fewer emp.) **Reviewed Date:** August 08, 2023 **What do you like best about Proposify?** It's fairly simple to use once you learn the interface. **What do you dislike about Proposify?** I would like to see the interface be more intuitive; sometimes it's hard to find where things are located. We do get complaints from customers who would like to see all the pricing on one page. **What problems is Proposify solving and how is that benefiting you?** integrating with hubspot and the tracking of when a user views the proposal ### 16. Once the pre-work is done, this is an amazing tool **Rating:** 4.5/5.0 stars **Reviewed by:** Renee S. | Sales Specialist, Mid-Market (51-1000 emp.) **Reviewed Date:** January 09, 2023 **What do you like best about Proposify?** Proposify allows you to submit gorgeous proposals to your clients and see when they opened the proposal, how much time they spend looking at your proposal and how long they spend on each page of your proposal. This helps to determine when to circle back to the client. It also could identify which areas of the proposal might be of concern. **What do you dislike about Proposify?** The initial set up can be time consuming, but if you create the templates properly, you can add pictures, pages, attachments, etc. which makes your proposal stand out against your competition. **What problems is Proposify solving and how is that benefiting you?** Speed, consistency and professionalism of our proposals are all a positive benefit for our organization. ### 17. Very impressed with this app **Rating:** 5.0/5.0 stars **Reviewed by:** Jennings S. | CEO, Small-Business (50 or fewer emp.) **Reviewed Date:** February 03, 2023 **What do you like best about Proposify?** It gives my company the ability to portray the complexity of our value proposition to our clients in a beautiful and impressive way, using a multi-page proposal that is flexible and customizable with so many features. Integrates perfectly into our Hubspot environment too. **What do you dislike about Proposify?** per user pricing is high, but for our business model, well worth it. **What problems is Proposify solving and how is that benefiting you?** Our company provides management services, which becomes a lot to list and demonstrate to our potential clients, often leaving them confused. Proposify gives us an 8 page overview using graphics, images, and is branded and beautiful. We also need to track views, time on page, and performance of sales agents. Proposify is a game changer for us. Since launching our customized, branded proposal template a week ago, literally out close rate seems to have doubled. Definitely pay for the design service, well worth the money. ### 18. I am Business Development for WhatTheyThink and use Proposify everyday **Rating:** 5.0/5.0 stars **Reviewed by:** Stephanie P. | Small-Business (50 or fewer emp.) **Reviewed Date:** May 01, 2023 **What do you like best about Proposify?** Easy to use with our templates and it allows advertisers to pick and choose the options we give to them **What do you dislike about Proposify?** I don't dislike anything because it is easy to use and the advertisers like it **What problems is Proposify solving and how is that benefiting you?** Easy to use and allows our advertisers to pick and chose what they want from their proposal. I am allowed to give them different advertising opportunities and they can select what they want. ### 19. Clients love it! **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Consumer Services | Small-Business (50 or fewer emp.) **Reviewed Date:** May 19, 2023 **What do you like best about Proposify?** Aesthetically, each proposal looks incredible and outcompetes rival proposals every time. The templates are great for quick creation, as well as brand consistency. **What do you dislike about Proposify?** It can be very slow to load, especially when there are a ton of proposals and photos uploaded. I'd also love to have more design tools, like horizontal and vertical alignment help so that photos and text "snap" into place more easily (think Canva). **What problems is Proposify solving and how is that benefiting you?** Proposify allows me to create proposals that are visually appealing, as well as contain all of the information the client needs to be at ease with their event. ### 20. Administrator Friendly **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Facilities Services | Small-Business (50 or fewer emp.) **Reviewed Date:** September 13, 2023 **What do you like best about Proposify?** Easy to filter between proposal statuses! **What do you dislike about Proposify?** Not a lot of custimization options when it comes to specific customer requests. **What problems is Proposify solving and how is that benefiting you?** Keeping contracts in a central location, and the salesmen usilizing a common format. ### 21. Make your proposals lightning fast:) **Rating:** 4.5/5.0 stars **Reviewed by:** Rahul T. | Small-Business (50 or fewer emp.) **Reviewed Date:** February 14, 2023 **What do you like best about Proposify?** I would be sending across roughly 15-20 proposals every month and it could means leaving important information if done manually. With proposify it's easy to manage and amazingly quick to create. Love the feature of templates and the mappings in the same. **What do you dislike about Proposify?** It doesn't automatically picks up company information from web search. Also currently the base model don't have reminder and renewal features. Also the pricing for a single account is only one currency . **What problems is Proposify solving and how is that benefiting you?** Proposals without any errors and at speed. ### 22. Proposify is everything it’s supposed to be **Rating:** 5.0/5.0 stars **Reviewed by:** Ryan K. | Small-Business (50 or fewer emp.) **Reviewed Date:** February 14, 2023 **What do you like best about Proposify?** Proposify makes the use of templates super easy. The ability to be able to generate and spine. Duplicate templates with customizations makes the software super easy to use. **What do you dislike about Proposify?** It would be nice to have potential multiple users sign in for a single user account. **What problems is Proposify solving and how is that benefiting you?** Streamlining the proposal processed through the Internet and allowing for everything to be digitally teacked is super helpful. It's awesome to see when are prospects are viewing the proposal, let alone signing it. The data is great. ### 23. Wonderful Software **Rating:** 5.0/5.0 stars **Reviewed by:** Teresa K. | Sales manager, Mid-Market (51-1000 emp.) **Reviewed Date:** January 09, 2023 **What do you like best about Proposify?** It's very user friendly and extremely easy for the client to follow. I love how customizable it is and how impressive it looks when I send my proposals to clients. **What do you dislike about Proposify?** Sometimes there are glitches but it's rare. I've had a few frustrating moments in the past but they were all resolved fairly quickly after inquiring. They are good at communicating when there are issues. **What problems is Proposify solving and how is that benefiting you?** They integrate with salesforce which makes my life much easier and saves me loads of time. The proposals make it impossible for people to not take us seriously as a contractor. ### 24. Simple to use with professional results **Rating:** 5.0/5.0 stars **Reviewed by:** Paul E. | Programme Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** February 16, 2023 **What do you like best about Proposify?** Th ability to create professional looking templates that make creating proposals quick and easy **What do you dislike about Proposify?** The creation of emails to clients is not very streamlined. Also it is possible to copy a link and then send it to the wrong client. **What problems is Proposify solving and how is that benefiting you?** I used to produce proposals using Word which is time consuming and doesn't produce as professional a result. I would then have to manually upload to DocuSign, so Proposify provides a much more efficient and streamlined process. ### 25. Excellent sales tool! **Rating:** 5.0/5.0 stars **Reviewed by:** Camila P. | Business Development Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** February 14, 2023 **What do you like best about Proposify?** Proposify is a super complete tool that allows us to centralize the proposals we send. The traceability achieved through the different options of the tool is incredible. It has handy gadgets, and its customer service is high-speed and efficient. **What do you dislike about Proposify?** I want the tool to have more things similar to word, power point and excel. **What problems is Proposify solving and how is that benefiting you?** Thanks to the Proposify templates, I can make many more proposals quickly and safely. Also the online signature reduces steps in my processes. ### 26. Take your proposals to the next level! **Rating:** 5.0/5.0 stars **Reviewed by:** Nadia V. | Mid-Market (51-1000 emp.) **Reviewed Date:** February 14, 2023 **What do you like best about Proposify?** Proposify has allowed me to reach my clients with professional-looking proposals! The platform is very easy to use and I love how I am notified when clients are viewing my proposals, Proposify provides me with real-time data that has been very valuable. **What do you dislike about Proposify?** There is a bit of a learning curve when you first use it. **What problems is Proposify solving and how is that benefiting you?** Proposify allows me to create dymanic looking proposals. Previously I used Word documents which were boring and unappealing. ### 27. Proposify is a game-changer **Rating:** 5.0/5.0 stars **Reviewed by:** Jessica B. | Board Member, Small-Business (50 or fewer emp.) **Reviewed Date:** February 14, 2023 **What do you like best about Proposify?** Proposify simplifies the entire proposal creation process. We get proposals out the door much faster and in a way that makes it easy for everyone who needs to be involved to be involved. Highly recommend. **What do you dislike about Proposify?** I wish it was easier to cut/paste and use the tool a bit like a regular Word document. I often find it hard to move content from one page to another, and adjusting formatting is difficult sometimes. **What problems is Proposify solving and how is that benefiting you?** Faster, more consistent creation and branding of proposals. The ability to easily cross-purpose standard sections of proposals. Also the ability to go back and see what we pitched to a client. ### 28. Great For IT Agreements **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Small-Business (50 or fewer emp.) **Reviewed Date:** April 07, 2023 **What do you like best about Proposify?** Simple UI. Easy to navigate. Great visual for showing drafts, viewed, and signed proposals. **What do you dislike about Proposify?** Sometimes the site gets a little clunky when editing agreements, and I need to refresh the browser to get back to editing. Been like that for a few years. **What problems is Proposify solving and how is that benefiting you?** An all-in-one solution for proposals that clients can easily access. Able to create customized proposals that can all be in one central location. ### 29. great proposals with proposify **Rating:** 4.5/5.0 stars **Reviewed by:** Mirko B. | Sales Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** January 11, 2023 **What do you like best about Proposify?** the flexibility of the tool: it allows me to configure new offers in less than 5 mins the analytics: is very important to understand what your client is watching **What do you dislike about Proposify?** sometimes the layout works wrong and you can't manage it; you have to delete and create again a section **What problems is Proposify solving and how is that benefiting you?** we can create or modify proposals in short time, saving time for other sales activities ### 30. Proposify for Account Management **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Computer Software | Mid-Market (51-1000 emp.) **Reviewed Date:** January 17, 2023 **What do you like best about Proposify?** The interface is very user-friendly. I didn't recieve any formal training on Proposify and was able to figure it out on my own pretty easily. **What do you dislike about Proposify?** Sometimes I find it hard to locate a past proposal. I like to search for old proposals to simply make a copy of when drafting a new proposal but I'm not always able to track what I am looking for down. **What problems is Proposify solving and how is that benefiting you?** Allows my team to get a quick e-signature when we are selling an add-on service. It ensures all terms are mutually agreed upon and makes the process quick and easy. ### 31. So Professional and a step above what everyone is suing . **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Hospital & Health Care | Small-Business (50 or fewer emp.) **Reviewed Date:** March 31, 2023 **What do you like best about Proposify?** I ease of moving throught the program. Once you get the basics its just a flash to throw something together **What do you dislike about Proposify?** I hate that you cant copy and paste from other text sorces. and I really have trouble bringing something back once Ive deleted it:-( **What problems is Proposify solving and how is that benefiting you?** Keeping me in the loop with where my customers focus is within the quote. ### 32. Lots of really goods, a few really frustratings **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Computer Software | Mid-Market (51-1000 emp.) **Reviewed Date:** September 11, 2022 **What do you like best about Proposify?** Nick is a stellar CSM, love working with him and his approach to supporting us. The biggest differentiator between Proposify and other solutions that lead us to buy was their discount calculation and display that no one else we looked at could do. **What do you dislike about Proposify?** The term I use is their tool is very "sensitive". If you don't click on the exact spot in Proposify to do something, the error loop is so unbelievably frustrating. Having to just fiddle with their UI to get the text editor to pop up or move in and out to get it to "work right" has been very disappointing. Mobile signature doesn't work so our VP has basically given up on using Proposify. Customers being able to access their proposals and sign have had some glitches. Onboarding experience was not as easy as sales pitched and took 3x as long as we were promised. **What problems is Proposify solving and how is that benefiting you?** Better, more professional proposal and quoting. Drastically reducing contract value errors and mistakes. ### 33. Simple and user-friendly **Rating:** 4.5/5.0 stars **Reviewed by:** Gerard T. | Video marketing consultant, Small-Business (50 or fewer emp.) **Reviewed Date:** October 16, 2022 **What do you like best about Proposify?** I use Proposify to send client service agreements to be signed. The editor is super simple and user-friendly and has all the tools I need to get that e-signature. Also, love the live view that lets me see how many times someone has viewed the agreement and for how long. Awesome tool! **What do you dislike about Proposify?** Not much I dislike, to be honest. If I were to nitpick, I'd say the editor could be developed a little further. I don't need too many bells and whistles for service agreements, but some extra fluidity and features would be cool to see. **What problems is Proposify solving and how is that benefiting you?** I couldn't find a basic digital solution for sending client agreements and collecting e-signatures, without paying for some over the top monthly subscription. Now I can create, send and track service agreements on their free plan. ### 34. An excellent product for all things negotiation and sales **Rating:** 4.0/5.0 stars **Reviewed by:** Leah G. | Sales Account Executive, Small-Business (50 or fewer emp.) **Reviewed Date:** June 03, 2021 **What do you like best about Proposify?** I love how simple it is to create templates, ideas, and new segmented sections. We utilize the breaking system in the template and copy and paste for quick delivery. The structure is clean, and the support is typically quick if not practical. I like reading the blog posts on Proposify to help me, a sales account executive, make better decisions when it comes to my prospects, my proposals and just my time in general. We've made a total of 7 different TYPES of template proposal formats on different levels that allow for all those in the company to contribute. I love the feature of being able to edit quickly, even after it's been sent, and the clean format when you print or make a pdf copy. I love the video integrations. We utilize many youtube videos and demos for our clients and it's easy to build into the proposal. I'd love to be able to create a custom thumbnail as you can in Youtube (you can pick from a slide of 4). We are also exploring using video and Propsify is integrated for it. **What do you dislike about Proposify?** Proposify can be a little spotty when it comes to the web browser. Whenever I try to right-click a word I've misspelled, it won't let me like I would typically do for a Google doc. I have to thoroughly highlight the word and go back to review the entirety of my document or word text. It can be finicky when you're trying to highlight and move things around. I'm a little OCD with my proposals and things don't often look right when I send it after the fact. For example, sometimes words in a white color with a blue background turn black for no reason. It's not Proposify's fault but we have a LOT of old-school clients who just don't "get it" and we often have to print a hard copy and manually sign and scan. Proposify can sometimes just randomly close me out of a proposal - maybe I'm hitting a key but thank goodness it saves and it tells you when it saves when the little icon is greyed out. I will say it can be finicky but I know their customer support is always on top of it and responsive. **Recommendations to others considering Proposify:** Take the time to make templates for any proposals. We have them for particular clients (marketing vs advertising clients) trade proposals and our specialization proposals. By having these preplanned ahead of time, it can be much faster and easier to get started. I would also recommend you hide others works so that you can focus on your own proposals and tasks. Always make sure when you send a proposal to include an automatic follow up. I'd recommend having an email reminder 2-4 days. **What problems is Proposify solving and how is that benefiting you?** I am solving a time problem! I'm able to quickly select the template of choice for my client and drag and drop certain sections that best fit their needs so we can offer a customizable proposal/package for them. I am also saving the client time and energy if I can send this out. ### 35. Great service and support **Rating:** 4.5/5.0 stars **Reviewed by:** Thomas M. | Head of Relations, Small-Business (50 or fewer emp.) **Reviewed Date:** May 31, 2022 **What do you like best about Proposify?** Even though the layout options are limited, it's miles ahead of its competitors. It is nice the layout is in A4 format, as it looks the same on all platforms and in print. But the editor could be better. We are missing basic alignment options for objects and more flexibility across objects and pages. And at last, the response from support is GREAT! They respond quickly and are super service-minded. And it is key that it integrates with CRM. **What do you dislike about Proposify?** Need more features in the editor, such as alignment and positioning of objects. Furthermore, the flow and switching between pipeline, proposal, editing, preview, finding links and e.g. cc your own people in the mail more easily could need som improvements for a more process in the daily work. Furthermore, they need to change the Proposal UI so the attachments are more visible to the customer. **What problems is Proposify solving and how is that benefiting you?** When having a problem, they are available on the chat all day and respond quickly. They help directly or via other services such as videos and it works great. They are also very interested in feature requests. ### 36. Very helpful, but a little sensitive. **Rating:** 4.0/5.0 stars **Reviewed by:** Guiseppa P. | Sales Executive, Small-Business (50 or fewer emp.) **Reviewed Date:** May 27, 2022 **What do you like best about Proposify?** Makes my proposals come together fairly quickly. **What do you dislike about Proposify?** It doesn't have spell-check. It is very easy to mess up if you aren't precise. If you want to make a change in the front or sizing, you have to go in and change it each time because it doesn't remember it from one line item to the next. It often takes several clicks to get something to work instead of working the first time. **What problems is Proposify solving and how is that benefiting you?** Proposify is usually pretty good at helping out quickly if I have an issue. They have fixed a major bug in the program since I brought it up as an issue. Pages aren't deleted as easily when accidentally deleting them because of a tick in the program. Now it asks if I want something deleted instead of just deleting it when I never wanted it deleted in the first place, Boy was that frustrating. That problem made me have to start my proposals all over again. ### 37. Set yourself apart from the competition and keep tight control over your proposals with Proposify **Rating:** 4.5/5.0 stars **Reviewed by:** Jon W. | Senior Copywriter, Graphic Design & Marketing, Mid-Market (51-1000 emp.) **Reviewed Date:** May 25, 2022 **What do you like best about Proposify?** We have been able to add videos to our proposals and we feel that providing a platform to view proposals online and then download PDFs really sets us apart and we haven't seen anything else like this being used in our market. We are still dipping our toes in the water with Proposify but our CEO is really excited about the prospects and we have moved everything over —we probably put out around 5 proposals a week and previously just used a Word doc that we converted to a PDF. These templates got rather messy and inefficient. Being able to save templates and pages as templates is saving us time. Also adding bios at the end of a proposal will be easy once we have them all on Proposify as saved sections. **What do you dislike about Proposify?** The design and text functionality can be clunky. This will hopefully be fixed over time but currently you can't copy and paste tables and it can be hard to duplicate certain elements. Tables in general can be a bit of a pain. Cutting and pasting blocks of text from Word will create lots of double spaces in the text (you might want to use something like Text Soap to sort this out before you paste text). **Recommendations to others considering Proposify:** Consider how many licences you may need. Do you want to send a document that can be signed online? **What problems is Proposify solving and how is that benefiting you?** Proposify is allowing us to add video intros to our proposals. Something completely new which we think adds a huge amount of value. We can also control the fonts and layout of proposals - they are less likely to be messed up if the proposal passes through many hands. It prevents multiple versions being in circulation. ### 38. Great application for sending proposals! **Rating:** 4.5/5.0 stars **Reviewed by:** Jacob C. | Business Development Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** May 24, 2022 **What do you like best about Proposify?** I love the ability to edit the proposals easily for each client that has different needs! I also love that this software integrates with HubSpot. Proposify also keeps track of the statistics of closed proposals and knowing that I have a very high close rate does make me feel good inside! **What do you dislike about Proposify?** The only thing that I would have to say I dislike is the mobile application because it is not always accurate about new updates on proposals. Also when you look at Proposify in a browser on your phone it is hard to use. **Recommendations to others considering Proposify:** If you are looking for software to use to send proposals or contracts, THIS IS THE SOFTWARE YOU SHOULD USE! **What problems is Proposify solving and how is that benefiting you?** As mentioned above I have benefited by this software by being able to show how high my close rate is, as well as it is able to integrate with HubSpot so we can keep track of all of our clients and their projects. ### 39. Professional Proposals for Many Industries **Rating:** 3.5/5.0 stars **Reviewed by:** Angie J. | Owner / Designer, Small-Business (50 or fewer emp.) **Reviewed Date:** May 24, 2022 **What do you like best about Proposify?** The templates are attractive and the user experience for clients to view and sign the proposal is excellent. The proposal/contract pipelines are easy for the internal team to use. I appreciate that there are no CRM contact limits so once we enter a client's info we can easily send proposals without tracking plan limits. **What do you dislike about Proposify?** The proposal text editor can be buggy, especially when trying to copy and paste in text content. Text styles are hard to make consistent and things like paragraph line height, headings, etc do not quite match across all pages of the proposal. It's frustrating and time-consuming to correct since we're a design agency and we need it to look good to win the contract. It has improved a bit since I first started using proposify years ago but it's also gotten really expensive per user compared to other options out there. I'm on a grandfathered plan or I would be looking for other solutions at their current price point. I think they're geared more towards high-volume sales teams. **Recommendations to others considering Proposify:** I think it's best for high-volume sales companies that send a lot of proposals per month. **What problems is Proposify solving and how is that benefiting you?** I can get proposals out quickly (once I get the visual styling consistent!) and my clients perceive it as professional and easy to use. It helps my team follow through with prospects and win more contracts. We don't send more than 15-20 proposals in a month and would be fine with a starter or limited-use plan with X number of proposals per month, but Proposify only offers unlimited/high volume plans. ### 40. Helps close deals faster! **Rating:** 5.0/5.0 stars **Reviewed by:** Rob J. | Head of Product, Small-Business (50 or fewer emp.) **Reviewed Date:** May 31, 2022 **What do you like best about Proposify?** Proposify lets our sales team quickly create and reuse proposal templates, send them to our customers, track the progress of the proposal process, and then request a signature to execute contracts. The reporting and analytics are huge assets in fine-tuning our sales process and strategies. **What do you dislike about Proposify?** There is not much to dislike however there are a few sections when editing proposals where the text editor or element selector can be a little finicky and feel a little clunky but this is only a small gripe in otherwise a great platform. **What problems is Proposify solving and how is that benefiting you?** Proposify lets us close deals quicker by giving us a streamlined process and a single location to manage all of our proposals. The biggest asset though is the viewability and insights into how long people are viewing the proposals, what screens they spent the most time reviewing, and things of that nature. ### 41. I Purchase This Product For Its Speed. **Rating:** 5.0/5.0 stars **Reviewed by:** Evan M. | Chief Creative Strategy /Filmmaker / CEO, Small-Business (50 or fewer emp.) **Reviewed Date:** June 04, 2021 **What do you like best about Proposify?** Being able to have a clean and concise template for each element of my team's business. allows me to close deals expediently. **What do you dislike about Proposify?** I think the tables could be improved aesthetically. The default options are satisfactory, but many of my clients tend to need additional instruction when utilizing the "option" feature. **Recommendations to others considering Proposify:** I would skip the free trial. Once I began using the product I found the limit in the number of proposals that you can send to be rather annoying. The product is priced appropriately; once you clear one deal...I would imagine that you would have covered the cost of the quarterly fee. **What problems is Proposify solving and how is that benefiting you?** Problems - Proposify mitigates the need for manual proposal creation. Benefits - Proposify provides both a professional polish and behavioral insight engine for the business owner seeking ot understand sticking points with their target audience. ### 42. Having Great Times Using Proposify **Rating:** 4.5/5.0 stars **Reviewed by:** John S. | Client Strategist, Mid-Market (51-1000 emp.) **Reviewed Date:** June 11, 2022 **What do you like best about Proposify?** I appreciate that the client receives both a PDF or Word document and an experience. It is highly potent that they may pick which pieces to employ. The analytics we receive are also quite helpful in determining how much time clients spend on specific areas and when they look at them. **What do you dislike about Proposify?** While I enjoy the program very much, I've observed that the price tables are not always straightforward to alter. **Recommendations to others considering Proposify:** The smartphone app is sluggish and difficult to use, and I can't locate what I'm seeking on the dashboard. Therefore, it is not beneficial to me. I believe that the system as a whole is the finest available. I also have a checklist, however. I would want to include an URL to the cloud-based signed document on my invoices. **What problems is Proposify solving and how is that benefiting you?** We use Proposify to monitor all of our sales and proposals. We have such a thorough understanding of the upcoming deals. We send out ideas swiftly and give our prospects no time to deliberate before deciding. ### 43. A Good Overall Tool for Small Business **Rating:** 4.0/5.0 stars **Reviewed by:** Nick A. | Innovative Solutions Director, Small-Business (50 or fewer emp.) **Reviewed Date:** March 17, 2022 **What do you like best about Proposify?** We have been able to create more professional proposals and track acceptance of our proposals. It is quick and easy to create proposals and send them out to our clients. I also like that we can share the proposal link with the clients by sending the proposal from our email account. Our clients seem to like this best. **What do you dislike about Proposify?** The template building is intuitive but a little hard to work with sometimes. The tables can be a little tricky and the spacing can be a little hard to work with. Also the organization of proposals in your proposal list gets a little hard to manage when you have a lot of proposals. **Recommendations to others considering Proposify:** We have tried other tools and for the price and tool set it has been a great asset to our small company. **What problems is Proposify solving and how is that benefiting you?** We used to do our proposals in Word and create a PDF. The formatting was not polished and it was hard to manage. Proposify has helped us up our game and have better organization. Also we have seen an uptick in accepted proposals. ### 44. Professional, easy to use & increases closing rates! **Rating:** 5.0/5.0 stars **Reviewed by:** Kelsey G. | President of Sales/Director of Insurance Optimization, Small-Business (50 or fewer emp.) **Reviewed Date:** May 25, 2022 **What do you like best about Proposify?** I love how simple it is to create templates, send proposals and design them. The automatic emails and ability to track the client's view of the email and proposal make it easier for me to know exactly where I'm at in a potential deal. **What do you dislike about Proposify?** Although I really like the software, I noticed that sometimes the pricing tables are a bit finicky with updating the information but I believe that has been updated recently to improve. **What problems is Proposify solving and how is that benefiting you?** The follow ups that I would typically have to conduct are minimized! With automatic follow ups, I'm able to give myself time on other tasks as I know the proposal tool is doing some of my job for me. ### 45. Beautiful for customers but can be time consuming to get right **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Construction | Small-Business (50 or fewer emp.) **Reviewed Date:** May 26, 2022 **What do you like best about Proposify?** I love that the customer receives an experience rather than just a PDF or word document. The fact they can pick/choose elements is rather powerful. All the metrics we get are also very useful to be able to know how often customers spend on sections and when they view. **What do you dislike about Proposify?** - Not being able to right-click in most sections for spelling mistakes. - Not be able to create product tables that can generate prices based on what the customer selected from the product/service section (automatic pricing rules ?) - Not being able to auto archive a proposal or set custom messages that when something is archived it displays something that we've chosen to the customers - Random bugs that make editing or moving images a pain (across the board font editing is also hard) **What problems is Proposify solving and how is that benefiting you?** More professional quotes, better terms and conditions because of this software and being able to point back to the customer "here is where you signed and agreed to X". Knowing if a customer has read, received and seen through elements of the propsoal. ### 46. Long time customer **Rating:** 3.5/5.0 stars **Reviewed by:** Annette H. | CEO, Small-Business (50 or fewer emp.) **Reviewed Date:** May 24, 2022 **What do you like best about Proposify?** The selectable options for the pricing breakdown. The clean and simple look and the fact we can track our wins and losses. I love that you can just duplicate an old proposal. **What do you dislike about Proposify?** The updated pricing sheet is not so great. It's harder to change/delete items. I cannot update the total column and amount to my desired color. Cut and paste doesn't work well and will delete items and/or duplicate things. Very frustrating. **Recommendations to others considering Proposify:** Put aside time to learn and build one proposal **What problems is Proposify solving and how is that benefiting you?** I have tried to ask for help but the online help isn't valuable. I wish there was a phone number to get immediate assistance as my issues aren't in their quick list. ### 47. Love Proposify and Amazon Gift Cards **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Marketing and Advertising | Small-Business (50 or fewer emp.) **Reviewed Date:** May 24, 2022 **What do you like best about Proposify?** How easy it is to create, duplicate, send out, get notified when a prospective client has opened a proposal and also love the notification emails that are sent out along the way. **What do you dislike about Proposify?** To be honest, I'm not there are very many elements about the Proposify platform that I don't like. I've been a user for years now. However, one thing that has frustrated me is that I could never use my PayPal Debit card to pay for my monthly subscription. **Recommendations to others considering Proposify:** I recommend Proposify to people all the time. **What problems is Proposify solving and how is that benefiting you?** Proposify solves my problem of having to continue creating new proposals for each prospective client from scratch each time. Also, having ready made templates available has been a big help and has offered a really great starting point when needing to create new versions of a proposal, especially when a prospective new client is from a different industry space. ### 48. Great Proposal System With A Lot Of Customization! **Rating:** 5.0/5.0 stars **Reviewed by:** Stephen S. | Owner, Small-Business (50 or fewer emp.) **Reviewed Date:** March 01, 2022 **What do you like best about Proposify?** The ability to generate a proposal, email it to several recipients and be able to see when they open and how long they viewed the proposal has been a huge help. Integrating the ability for our clients to add/remove services with the pricing/services tables built into the proposal has been fantastic. **What do you dislike about Proposify?** The system is fantastic! It's so robust that we do not use it to our full ability. With this system being so robust (but also very user-friendly), you have the ability to hire an expert to build out a proposal the way you need it, but that service is VERY pricey. Over 3k USD. **Recommendations to others considering Proposify:** If you are looking for a more mainstream process for your proposal process, Proposify is your go to! **What problems is Proposify solving and how is that benefiting you?** We have been able to stay way more organized with our proposals and our outreach. Our agency has become more streamlined with our proposal process and has saved us time with manually generating proposals on word documents. ### 49. All-in-one proposal tool. **Rating:** 5.0/5.0 stars **Reviewed by:** Augusto D. | Chief Executive Officer, Mid-Market (51-1000 emp.) **Reviewed Date:** August 02, 2022 **What do you like best about Proposify?** With Proposify, we can quickly create and share proposal templates or mockups, deliver them to clients, track their responses, and collect their signatures on contracts. The analytics and reports have been of great assistance in enhancing our sales procedures. **What do you dislike about Proposify?** There are a few instances during the proposal editing process where the proposal editor or detail selector may be a bit finicky and cumbersome. **What problems is Proposify solving and how is that benefiting you?** Thanks to Proposify's centralized proposal management and streamlined workflow, our time spent closing deals has been cut in half. The most significant advantage, however, is the ability to see how much time people spend reviewing documents and proposals, which screens they spend the time reviewing, and similar data. ### 50. Easy and effective. **Rating:** 4.5/5.0 stars **Reviewed by:** Michael S. | Managing Partner, Small-Business (50 or fewer emp.) **Reviewed Date:** February 22, 2021 **What do you like best about Proposify?** The templates make sense. It reminds you of the key elements you might leave out, and creates a thorough process for someone visual, and also keeps you in the details for those who need more of them. Nicely done. **What do you dislike about Proposify?** Sometimes there are size and design constraints. Still a GREAT product. **Recommendations to others considering Proposify:** If you're a Solo-Prenuer or want to streamline a proposal process, consider this product. Its easy, and they seem to be innovating in meaningful ways. **What problems is Proposify solving and how is that benefiting you?** Getting visually appealing proposals out to get a YES faster and win opportunities. Its east and you can build off of the things you've already built. ## 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=6&qs=pros-and-cons§ion=pricing&secure%5Bexpires_at%5D=2026-08-07+10%3A55%3A41+-0500&secure%5Bsession_id%5D=6c2f21e4-e07c-4f17-aff7-5af3230dc4d1&secure%5Btoken%5D=59f75a64d21a52bec9bc112b907ce92c93588d27eb029424365a4ccc850af9b4&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 - Multi-Party Signing - Electronic Signature **Additional Functionality** - Tagging - Natural Language Processing - Data Extraction - Multi-Language - Predictive Analytics - Drag & Drop - Speech Recognition - Reporting/Analytics - Data Storage Management - Virtual Personal Assistant (VPA) - AI Copilot - Customer Segmentation - Collaboration Tools - Data Import/Export - Generative AI - For eCommerce - Role-Based Permissions - Customizable Branding - Search/Filter - Monitoring - Document Management - API - Data Visualization - Trend Analysis - Machine Learning - Access Controls/Permissions - Alerts/Escalation - Performance Metrics - Real-Time Data - Third-Party Integrations - Mobile App - Multiple Data Sources - For Sales Teams/Organizations - Sentiment Analysis - Activity Dashboard - Chatbot - Workflow Automation **Additional Functionality** - Third-Party Integrations - To-Do List - @mentions - Single Sign On - File Management - Activity Dashboard - Drag & Drop - Alerts/Notifications - Prioritization - Access Controls/Permissions - Screen Sharing - Content Management - Brainstorming - AI Copilot - File Transfer - Calendar Management - Status Tracking - Real-Time Notifications - Version Control - Task Management - Activity Tracking - Real Time Editing - Communication Management - Chat/Messaging - Tagging - Generative AI - Assignment Management - Task Scheduling - Project Management - Collaboration Tools - Workflow Management - Secure Data Storage - File Sharing - Document Storage - Task Progress Tracking - Discussions/Forums - Commenting/Notes - Reporting & Statistics - Contact Management - Video Conferencing - Progress Tracking - Mobile Access - API - Document Management - Customizable Branding **Additional Functionality** - AI Copilot - Electronic Signature - Approval Process Control - Customer History - Workflow Management - Reminders - Automated Quoting - Price/Margin Management - Contact Management - Drag & Drop - Pricing and Cost Calculations - Calendar Management - Catalog Management - Client Portal - Discount Management - Real-Time Data - Proposal Generation - Billing & Invoicing - Generative AI - Customizable Branding - Template Management - Document Management - Estimating - Email Management - Third-Party Integrations - Reporting & Statistics - Access Controls/Permissions - Customizable Fields - CRM - Pricing Management - API - Accounting Integration - Activity Dashboard - Contract/License Management - Electronic Payments - Audit Trail - Quotes/Estimates **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 - Customizable Templates - Contract Editing - Contract Attachments - Contract Collaboration - Approval Process - Notifications & Reminders - Contract Database - Integrations / APIs - Reporting & Dashboards - Government Contracts - Specialty Contracts **Data Sources** - Software - Documents **Generation** - Templates - Automation - Branding - Email Templates - Alerts/Notifications - Document Templates **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 - Generative AI **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 - Approval Process Control **Analytics** - Engagement Tracking - Proposal Effectiveness Reporting - Reporting and Dashboards **Delivery** - Workflow - Schedule - Batch - Compliance Management **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 - Third-Party Integrations - Multi-Language **Content Management - AI Proposal Generator Tools** - Governed Content Library - Content Versioning & Approval Controls - Duplicate Detection & Content Optimization **Additional Functionality** - Reporting/Analytics - Electronic Signature - Full Text Search - Data Import/Export - CRM - Audit Management - Digital Signature - Contract Drafting - Activity Tracking - Customizable Reports - Sell Side (Customers) - Task Management - Renewal Management - Annotations - Workflow Management - Data Extraction - Audit Trail - Contract Negotiation - Drag & Drop - Document Storage - Customizable Fields - AI Redlining - Version Control - Completion Tracking - Contact Management - Access Controls/Permissions - AI Copilot - Document Review - Customizable Branding - Configurable Workflow - Document Management - Compliance Tracking - Buy Side (Suppliers) - Payment Processing **Admin** - Configuration Ease of Admin - Pricing Administration - Workflow Management - Document Management - Contact Management - Discount Management - Catalog Management - Contract/License Management - Renewal Management - Price/Margin Management - Order Management **Administration and Platform** - User, Role, and Access Management - Alerts and Notifications - CRM Integration - Electronic Signature - CPQ Integration - API / Integrations - Contract/License Management - Knowledge Base Management - Contact Management - RFP Management - Workflow Management - Document Management - Task Management **Generative AI** - AI Text Generation - Generative AI - Document 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 **Generative AI** - Generative AI - Proposal Generation **Agentic AI - Document Generation** - Autonomous Task Execution **Analytics & Performance - AI Proposal Generator Tools** - Proposal Performance Analytics **Additional Functionality** - Templates - Collaboration Tools - AI Copilot - CRM - Automatic Formatting - Client Portal - Access Controls/Permissions - Quotes/Estimates - Customizable Reports - Content Library - Data Import/Export - Document Review - Document Automation - Reminders - Audit Trail - Reporting & Statistics - Approval Process Control - Version Control **Additional Functionality** - Customizable Forms - Multiple Format Support - Activity Dashboard - Activity Tracking - Drag & Drop - Digital Signature - Collaboration Tools - API - Search/Filter - Third-Party Integrations - Text Editing - Audit Trail - Approval Process Control - Content Management - Multiple Output Formats - Offline Access - Data Import/Export - Access Controls/Permissions - Forms Management - Data Synchronization - Content Library - Customizable Fields - Multi-Language - Data Storage Management - Contract Drafting - Archiving & Retention - Full Text Search - Interaction Tracking - Contract/License Management - Document Review - Batch Processing - Conditional Logic - Document Management - Document Storage - Template Management - Electronic Signature - Reporting & Statistics - Version Control - AI Copilot - Workflow Automation **Platform** - Custom Branding - User, Role, and Access Management - Internationalization - Performance and Reliability - Integration APIs - Email Management - Template Management - Mobile Access - Forms Management - Contact Management - Compliance Management - Workflow Management - Document Management - Contract/License Management - Renewal Management - Registration Management - Event Management - Marketing Management - Expiration Management - Offline Access - Video Management **Platform** - CRM Integration - Integration API - Internationalization - Scalability - ERP Integration - Activity Dashboard **Additional Functionality** - File Sharing - Approval Process Control - Alerts/Notifications - Authentication - Data Security - Reminders - Reporting & Statistics - Access Controls/Permissions - Version Control - Single Sign On - Audit Trail - AI Copilot - Activity Dashboard - Encryption - Signature Capture - Document Conversion - Drag & Drop - Archiving & Retention - Team Collaboration - Generative AI - Status Tracking - Customizable Fields - Searchable Database - QR Codes - Two-Factor Authentication - Search/Filter - Multi-Location - Real-Time Data - Data Synchronization - Age Verification - Customer Database - Secure Data Storage - Waiver Kiosk - Data Import/Export - Photo Capture - Conditional Logic - Customizable Templates **Generative AI - cpq** - Dynamic Quoting - Dynamic Pricing - Personalized Sale Recommendations **Additional Functionality** - Price and Cost Calculations - Data Visualization - Rules Engine - Real-Time Data - Quotes/Estimates - Audit Trail - Drag & Drop - Access Controls/Permissions - Sales Automation - Document Storage - AI Copilot - CRM - Customizable Templates - Product Configurator - Self Service Portal - Forecasting - Bills of Material - Multi-Currency - Generative AI - Customizable Branding - Electronic Signature - Document Templates - Reporting & Statistics ## Top Proposify Alternatives - [PandaDoc](https://www.g2.com/products/pandadoc/reviews) - 4.7/5.0 (3,446 reviews) - [Qwilr](https://www.g2.com/products/qwilr/reviews) - 4.6/5.0 (900 reviews) - [GetAccept](https://www.g2.com/products/getaccept/reviews) - 4.6/5.0 (1,252 reviews)