Proposify Reviews & Product Details

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.

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

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.

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.

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.

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.

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.

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

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.

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.

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.

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

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.

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

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

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.

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.

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

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

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.