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Proposify Reviews & Product Details

Pricing

Pricing provided by Proposify.

Basic

$19.00
1 User Per Month

Proposify Integrations

(7)
Verified by Proposify

Proposify Media

Proposify Demo - Proposify-Content-Library.png
Proposify Template Gallery
Proposify Demo - Proposify-Metrics-Viewer.png
Metrics Viewer
Proposify Demo - Proposify-Pipeline-Viewer.png
Pipeline Viewer
Proposify Demo - Proposify-Editor.png
Proposify Editor
Proposify Demo - Proposify-Proposal-Preview.png
Proposal Preview
Proposify Demo - Proposify-Activity-Snapshot.png
Activity Snapshot
Proposify gives your team the control and visibility to quickly create, track, and sign winning proposals while increasing your team's close rate.
Play Proposify Video
Proposify gives your team the control and visibility to quickly create, track, and sign winning proposals while increasing your team's close rate.
What happens when America’s largest landscaping company revolutionizes their proposal process? 
Watch how Yellowstone’s Joseph Barnes uses Proposify to create, send, track and close winning proposals.
Play Proposify Video
What happens when America’s largest landscaping company revolutionizes their proposal process? Watch how Yellowstone’s Joseph Barnes uses Proposify to create, send, track and close winning proposals.
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Proposify Reviews (1,138)

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Reviews

Proposify Reviews (1,138)

View 3 Video Reviews
4.6
1,138 reviews

Pros & Cons

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Cheri P.
CP
Business Owner
Small-Business (50 or fewer emp.)
"Proposify is an excellent tool for food tour businesses, like mine! Love Proposify!"
What do you like best about Proposify?

It has simplified my private tour proposals, which has made business smoother and more efficient. It is an easy integration into my business. We use it for every private tour proposal. The templates are easy to use and look great. Review collected by and hosted on G2.com.

What do you dislike about Proposify?

I don't have any dislikes about Proposify, except maybe cost. Review collected by and hosted on G2.com.

TM
Mid-Market (51-1000 emp.)
"Easy to Use to Streamline Proposals"
What do you like best about Proposify?

We onboarded Proposify almost two years ago and it has made a world of difference in our day-to-day operations and proposal creation. The implementation and onboarding of Proposify was very hands on from our representative and the support team. The support we received from the Proposify team did not end after we were fully integrated with their program, rather, they have continued to meet with us about improvements, answer questions, and have helped implement updates that we found value in as a firm. Proposify was initially an answer to a lot of inefficiencies we were facing with our growing number of proposals and various service lines we were supporting. In the past two years, we have created hundreds of proposals and are able to do these in a much shorter timeframe than our previous manual process in Microsoft Office products. Our team uses the software daily, and have begun onboarding others in our internal satff to use select features as well. Review collected by and hosted on G2.com.

What do you dislike about Proposify?

There are still minor challenges we face with Proposify around the general formatting. The table feature is still not where we would need it to be to effectively use it in every proposal. There are other minor areas that have caused issues - mainly around dates and having to manually update them on an existing proposal prior to an agreement being signed. The design team and our sales representative have been incredible at listening to our challenges and documenting room for improvement. Review collected by and hosted on G2.com.

Verified User in Market Research
AM
Small-Business (50 or fewer emp.)
"Proposify makes collaborating on proposals smoother and faster."
What do you like best about Proposify?

Proposify allows us to store template, but always gives the option to customize and include different assets and visuals. The calculations and on and off options for optional modules is a life-saver for complex proposals, and the sign option is great for the clients that feel comfortable with it. Finally, knowing if clients have read a proposal and how long they spent with it is super helpful insight. Review collected by and hosted on G2.com.

What do you dislike about Proposify?

Setting up new documents and adding clients for signature is not as intuitive as it should be. I do it just infrequently enough to forget each time. Also, it is very frustrating when team members are in the same document and we inadvertently overwrite each other if we are editing the same page- we have learned to be very careful. Also zooming in and out is NOT intuitive nor are building the budget tables. Review collected by and hosted on G2.com.

Rachel M.
RM
Small-Business (50 or fewer emp.)
"Simple to use and customize"
What do you like best about Proposify?

We utilize Proposify for not only client contracts, but also for sign-off documentation for designs and content. We were able to easily create custom templates and separate tracking for each type of document. My team utilizes the platform several times a month for not only document creation, but also for reference to previous contracts. The ability to search by document stream and/or user makes it quick to navigate. By tying the platform into our CRM we are able to trigger tasks for employees upon signature. This significantly reduced the amount of time from client signature to our operations teams being able to execute the contract. Review collected by and hosted on G2.com.

What do you dislike about Proposify?

The editor is occasionally glitchy which can cause a delay in getting the documents updated quickly. Review collected by and hosted on G2.com.

Nicole F.
NF
CRM Specialist
Small-Business (50 or fewer emp.)
"User friendly and Customizable"
What do you like best about Proposify?

Proposify has been our hub for managing our client agreements and creative approvals. We can easily create customized templates for client contracts, design sign-offs, and content approvals, ensuring consistency and efficiency across projects. The platform keeps everything organized with separate tracking for each document type. Proposify's intuitive search functionality by document type and user makes navigation a breeze and easy to reference a past contract or approval. We've even taken this a step further by integrating Proposify with our CRM. This combination automatically triggers tasks for the operations team upon client signature, significantly reducing the time between a signed contract and project execution. Review collected by and hosted on G2.com.

What do you dislike about Proposify?

The editor can be a little wonky sometimes. You have options available to do most of the editing you may need, but for those special occasions, it can be a bit frustrating to find a workaround. Review collected by and hosted on G2.com.

Verified User in Information Technology and Services
AI
Mid-Market (51-1000 emp.)
"Must Have Software for Maintaining Commercial Proposals"
What do you like best about Proposify?

I have been using Proposify for 4 Yeats now and I simply love the simplified UI and the Analytics. Recommended any day. Review collected by and hosted on G2.com.

What do you dislike about Proposify?

Improve your Editor. Sometimes it gives pains. Rest all seem perfect. Review collected by and hosted on G2.com.

Chris S.
CS
CEO
Utilities
Small-Business (50 or fewer emp.)
"Great product to save time in the proposal process"
What do you like best about Proposify?

Easy to learn software that allows our staff to create nice looking approach to building proposals with integration to HubSpot Deals and Customers. Review collected by and hosted on G2.com.

What do you dislike about Proposify?

Limitations in only connecting to one Pipeline in HubSpot. Review collected by and hosted on G2.com.

Verified User in Marketing and Advertising
AM
Mid-Market (51-1000 emp.)
"Great branded proposal experience"
What do you like best about Proposify?

The ability to customise the proposal and make it on brand. Review collected by and hosted on G2.com.

What do you dislike about Proposify?

The proposal builder is very clunky, and you are not allowed to customise the terms of your proposal in the best way. Review collected by and hosted on G2.com.

Jeff H.
JH
President
Small-Business (50 or fewer emp.)
"The only solution I use for proposals"
What do you like best about Proposify?

This is easy to use and to set-up. I have my templates, can add sections as needed, customization is simple, I send out 2-5 proposals a week using it. It also easily integrates with QuickBooks online, allowing invoices to be automatically generated. Review collected by and hosted on G2.com.

What do you dislike about Proposify?

Overall I am very happy, not much I do not like. Review collected by and hosted on G2.com.

Megan K.
MK
VP of Strategic Sales & Marketing
Small-Business (50 or fewer emp.)
"Beautiful but not functional"
What do you like best about Proposify?

Beautiful proposals and multifunctional templates Review collected by and hosted on G2.com.

What do you dislike about Proposify?

Lots of glitches. It is taking me hours to put together proposals. No real product development. Doesnt integrate as well as I'd like. Prospects/clients cant always access their proposals. Download functionality breaks frequently. Mobile app is terrible. Its more complicated than it needs to be. Setup and maintenance are difficult and time consuming. We're migrating away because its become yet another tool that someone needs to "manage' instead of it "just working". Its a bummer we put a ton of effort into our proposal templates but the pricing tables are constantly glitching, and the font/editor just... randomly removes all formatting. Copying and pasting is non functional. Review collected by and hosted on G2.com.

Pricing Options

Pricing provided by Proposify.

Basic

$19.00
1 User Per Month

Team Plan

$49.00
1 User Per Month

Business Plan

$780.00
1 User Per Year
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Proposify Features
Customizability: Variables and Fields
Template Creation and Flexibility
Rich Media
Document Builder Interface
Collaborative Creation
Assembly and Approval Workflows
Engagement Tracking
Proposal Effectiveness Reporting
Reporting and Dashboards
User, Role, and Access Management
Alerts and Notifications
E-Signature Integration
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Proposify