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Proposify Pros and Cons: Top Advantages and Disadvantages

Quick AI Summary Based on G2 Reviews

Generated from real user reviews

Users appreciate the ease of use in Proposify, streamlining proposal creation and enhancing collaboration effortlessly. (73 mentions)
Users value the template library in Proposify for streamlining proposal creation and enhancing productivity and professionalism. (50 mentions)
Users enjoy the easy creation of proposals with Proposify, appreciating its user-friendly interface and customizable templates. (36 mentions)
Users highlight the ease of creation with Proposify, enabling quick and efficient proposal development that impresses clients. (33 mentions)
Users value the exceptional customer support of Proposify, enhancing their experience during setup and ongoing use. (32 mentions)
Users value the template creation feature, allowing faster, error-free proposal generation tailored to different services. (28 mentions)
Users value the collaborative tools and automation in Proposify, enhancing proposal efficiency and offering pricing flexibility. (27 mentions)
Users find the difficult editing process cumbersome, especially when compared to more intuitive platforms like Google Docs. (21 mentions)
Users experience editing difficulties with Proposify, citing glitches and formatting issues that hinder proposal creation. (20 mentions)
Users find the limited customization options in Proposify frustrating, particularly for editing and formatting documents. (20 mentions)
Users experience formatting issues with Proposify, particularly with tables and seamless document creation, causing frustration. (18 mentions)
Users find template issues frustrating, especially with organization, messy UI, and restrictive pricing tables. (17 mentions)

Top Pros or Advantages of Proposify

1. Ease of Use
Users appreciate the ease of use in Proposify, streamlining proposal creation and enhancing collaboration effortlessly.
See 73 mentions

See Related User Reviews

GA

Giulia A.

Small-Business (50 or fewer emp.)

4.5/5

"New way of creating proposals."

What do you like about Proposify?

Using Proposify has truly transformed the way we create and handle proposals in the company. To this day, the very first proposal we created with Prop

Christopher O.
CO

Christopher O.

Small-Business (50 or fewer emp.)

4.5/5

"Very efficient for getting proposal out to prospective clients"

What do you like about Proposify?

I like the ease of re-using proposals for different potential clients and I especially like the ability to know when a customer opens the proposal, ho

2. Templates
Users value the template library in Proposify for streamlining proposal creation and enhancing productivity and professionalism.
See 50 mentions

See Related User Reviews

NT

Nadine T.

Small-Business (50 or fewer emp.)

4.5/5

"Proposify makes tracking proposals easy and seamless to our clients."

What do you like about Proposify?

Best feature is the fact that changes are dynamic in the proposal; I dont have to resend the proposal when I make a change, the link is automatically

PP

Pietro P.

Mid-Market (51-1000 emp.)

4.5/5

"Best result-to-time ratio in proposals."

What do you like about Proposify?

Proposify is the best at creating a professional proposal with the far less time spent in developing it. It arranges the data very well and offers a l

3. Easy Creation
Users enjoy the easy creation of proposals with Proposify, appreciating its user-friendly interface and customizable templates.
See 36 mentions

See Related User Reviews

JM

Jacob M.

Small-Business (50 or fewer emp.)

5.0/5

"Hands Down The Best Proposal Builder On The Market "

What do you like about Proposify?

Proposify is an invaluable tool for web design agencies looking to streamline their proposal creation and management process. The platform offers a us

EUGENIO J.
EJ

EUGENIO J.

Mid-Market (51-1000 emp.)

5.0/5

"Clean and Professional — Always Delivering Excellence."

What do you like about Proposify?

This is an easy-to-use and professional proposal tool that consistently delivers reliable results and is straightforward to implement.

4. Ease of Creation
Users highlight the ease of creation with Proposify, enabling quick and efficient proposal development that impresses clients.
See 33 mentions

See Related User Reviews

JM

Jacob M.

Small-Business (50 or fewer emp.)

5.0/5

"Hands Down The Best Proposal Builder On The Market "

What do you like about Proposify?

Proposify is an invaluable tool for web design agencies looking to streamline their proposal creation and management process. The platform offers a us

Amanda A.
AA

Amanda A.

Small-Business (50 or fewer emp.)

4.5/5

"Elevates the Proposal Experience"

What do you like about Proposify?

Proposify provides a turnkey way to quickly create professional looking and sounding proposals. The pre-built templates give you a nice head start, a

5. Customer Support
Users value the exceptional customer support of Proposify, enhancing their experience during setup and ongoing use.
See 32 mentions

See Related User Reviews

Verified User
U

Verified User

Small-Business (50 or fewer emp.)

4.0/5

"Proposify is a fast and efficient way to create dynamic presentations that are easy to distribute"

What do you like 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, vide

Verified User
E

Verified User

Mid-Market (51-1000 emp.)

4.0/5

"Great finished product, little clunky to use"

What do you like about Proposify?

The design can be very compelling and professional. The single sourcing of content allows for great consistency across proposals. The esignature capab

6. Template Creation
Users value the template creation feature, allowing faster, error-free proposal generation tailored to different services.
See 28 mentions

See Related User Reviews

JM

Jacob M.

Small-Business (50 or fewer emp.)

5.0/5

"Hands Down The Best Proposal Builder On The Market "

What do you like about Proposify?

Proposify is an invaluable tool for web design agencies looking to streamline their proposal creation and management process. The platform offers a us

Amanda A.
AA

Amanda A.

Small-Business (50 or fewer emp.)

4.5/5

"Elevates the Proposal Experience"

What do you like about Proposify?

Proposify provides a turnkey way to quickly create professional looking and sounding proposals. The pre-built templates give you a nice head start, a

7. Proposal Management
Users value the collaborative tools and automation in Proposify, enhancing proposal efficiency and offering pricing flexibility.
See 27 mentions

See Related User Reviews

NT

Nadine T.

Small-Business (50 or fewer emp.)

4.5/5

"Proposify makes tracking proposals easy and seamless to our clients."

What do you like about Proposify?

Best feature is the fact that changes are dynamic in the proposal; I dont have to resend the proposal when I make a change, the link is automatically

Verified User
E

Verified User

Mid-Market (51-1000 emp.)

4.0/5

"Great finished product, little clunky to use"

What do you like about Proposify?

The design can be very compelling and professional. The single sourcing of content allows for great consistency across proposals. The esignature capab

Top Cons or Disadvantages of Proposify

1. Difficult Editing
Users find the difficult editing process cumbersome, especially when compared to more intuitive platforms like Google Docs.
See 21 mentions

See Related User Reviews

Andy P.
AP

Andy P.

Small-Business (50 or fewer emp.)

4.5/5

"The easy way to do proposals"

What do you dislike about Proposify?

The editing functionality is can be glitchy and sometimes isn't a smooth process compared to using other services like Google Docs, Microsoft Word etc

Bob C.
BC

Bob C.

Small-Business (50 or fewer emp.)

4.5/5

"It's easy to use and customizable for most professional who send proposals."

What do you dislike about Proposify?

The dashboard is not the most intuitive. Also, crafting emails is somewhat tedious. And, it's hard to get an accurate preview of the emails before the

2. Editing Difficulties
Users experience editing difficulties with Proposify, citing glitches and formatting issues that hinder proposal creation.
See 20 mentions

See Related User Reviews

Andy P.
AP

Andy P.

Small-Business (50 or fewer emp.)

4.5/5

"The easy way to do proposals"

What do you dislike about Proposify?

The editing functionality is can be glitchy and sometimes isn't a smooth process compared to using other services like Google Docs, Microsoft Word etc

Monica C.
MC

Monica C.

Small-Business (50 or fewer emp.)

4.5/5

"Gresat Detail and Visuals"

What do you dislike about Proposify?

Some of the most common negative feedback I get from clients is that it is too may pages. I know that is not the software but out company. I also do

3. Limited Customization
Users find the limited customization options in Proposify frustrating, particularly for editing and formatting documents.
See 20 mentions

See Related User Reviews

YM

Y M.

Small-Business (50 or fewer emp.)

5.0/5

"Makes quoting clients so easy!"

What do you dislike about Proposify?

Sometime the intuitive functions in doc creation are not as seamless as other platforms - meaning when you want to format something/cut and paste etc.

Verified User
A

Verified User

Small-Business (50 or fewer emp.)

5.0/5

"Great tool for proposals"

What do you dislike about Proposify?

difficult to edit and customize when it comes to fonts and colors

4. Formatting Issues
Users experience formatting issues with Proposify, particularly with tables and seamless document creation, causing frustration.
See 18 mentions

See Related User Reviews

Verified User
A

Verified User

Mid-Market (51-1000 emp.)

5.0/5

"Easy to create polished proposals"

What do you dislike about Proposify?

There are a few formatting glitches that happen, especially in tables, that do have workarounds but take extra time and can irritate users. I also wis

HG

Hichem G.

Mid-Market (51-1000 emp.)

4.5/5

"Completely replaced our old proposal system."

What do you dislike about Proposify?

One of the drawbacks of the table feature is that it lacks the necessary flexibility we need for every proposal. For example, we have experienced some

5. Template Issues
Users find template issues frustrating, especially with organization, messy UI, and restrictive pricing tables.
See 17 mentions

See Related User Reviews

Verified User
U

Verified User

Small-Business (50 or fewer emp.)

4.0/5

"Proposify is a fast and efficient way to create dynamic presentations that are easy to distribute"

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 'cust

Verified User
U

Verified User

Mid-Market (51-1000 emp.)

5.0/5

"Intuitive, easy, quick, and very effective in presentations."

What do you dislike about Proposify?

Some of the UI on the pop-ups for the templates is messy.

Proposify Reviews (1,137)

View 3 Video Reviews
Reviews

Proposify Reviews (1,137)

View 3 Video Reviews
4.6
1,137 reviews
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SL
IT Manager
Computer & Network Security
Mid-Market (51-1000 emp.)
"Exceptional Proposal Creation and Seamless Collaboration"
What do you like best about Proposify?

Proposify is brilliant in creating quality and well polished proposals, and and this allows our brand to remain consistent and positive

The program has an inbuilt e-signature option and this facilitates the process of electronic document signing

The tool offers efficient proposal tracking mechanisms, and this increases the accuracy of the document dependability

The tool creates a suitable and friendly pricing table and this increases the affordability and efficiency

Proposify brings a satisfactory collaboration suite and this is through commenting, access approvals and efficient workflow management Review collected by and hosted on G2.com.

What do you dislike about Proposify?

Proposify has advanced technology that demands deeperr customization and this makes it hard to navigate as a beginner

Freelances and small team finds Proposify more expensive, and this locks most of them behind Review collected by and hosted on G2.com.

SC
Digital Marketing Manager
Marketing and Advertising
Small-Business (50 or fewer emp.)
"Professional Proposals Made Easy with Time-Saving Templates and Seamless Integrations"
What do you like best about Proposify?

Proposify demonstrates high professionalism in creating accurate and informative proposals, and there are pre built templates

The tool saves much time, where the templates needs only the content input

Proposify helps the company to track the extent that users interact with the proposal and the time they spend on it

The program ensures online approvals, with efficient electronic signatures

Proposify effectively integrates with multiple systems including CRM, and this gives articulate contact information Review collected by and hosted on G2.com.

What do you dislike about Proposify?

Proposify has limited formatting issues, where no possibility of editing or customizing the templates

The tool needs constant refreshing, which causes the performance challenges Review collected by and hosted on G2.com.

GC
IT Manager
Financial Services
Small-Business (50 or fewer emp.)
"Professional Proposals Made Easy with Seamless Integrations"
What do you like best about Proposify?

Proposify is a robust approach that facilitates the creation of proposals that we share with clients and this demonstrates high professionalism

The tool has templates systems that helps users to create remarkable proposals without starting from the scratch

The tool ensures users makes effective sales proposals which can be viewed online snd approval made after verification

Proposify ensures users track the level of engagement with clients and this insightful overview helps users monitor the conversion rates

The tool has created a perfect relationship with CRM, Invoicing apps and even project management software Review collected by and hosted on G2.com.

What do you dislike about Proposify?

Proposify has formatting and editing challenges more so on complex content and this results to manual formatting or clean up

The program faces some glitches, more so unpredictable crash and slow loading Review collected by and hosted on G2.com.

Abhijeet K.
AK
Digital Marketing Team
Mid-Market (51-1000 emp.)
"Effortless Proposal Creation with Professional Templates"
What do you like best about Proposify?

Proposify provides us different type of free templates for giving them business proposals for professional collaborations. we just select the template and edit the name, product details, pricing etc and the proposal plan become ready to deliver just in few minutes. Review collected by and hosted on G2.com.

What do you dislike about Proposify?

One of the main challenge of this software is its compatibility with mobile phones because most of us try to create the proposal plans from our personal devices only but its user interface is not compatible with Android or iOS mobile devices you can only work on PC or laptops on proposify. Review collected by and hosted on G2.com.

RT
Marketing Team
Mid-Market (51-1000 emp.)
"Customizable Proposals Made Easy with Proposify"
What do you like best about Proposify?

Proposify is a software that help us in creating customised proposal plans for our business so that we can brief in detail regarding our services as the software has different free and paid templetes available to add business logo and details on the customised quotation for our clients Review collected by and hosted on G2.com.

What do you dislike about Proposify?

For integrating MS Excel and other office files to the quotaplans you will need to buy the premium plan of proposify and the premium plan is also little costly. As quotation is something which can also be made in other softwares so spending a large amount of money for its premium is not worth at all according to my experience but I generally prefer using it's free plan Review collected by and hosted on G2.com.

NM
Technical Team Lead
Mid-Market (51-1000 emp.)
"Great Platform For Creating Collaborative Business Proposals"
What do you like best about Proposify?

We use proposify mainly to create different type of business quotations and proposals for other businesses from which we want to work with. The software has multiple free templates available in which we can design the proposal card and send it to them. The software also has collaboration feature in which multiple designers can work in a same design and give their input. Review collected by and hosted on G2.com.

What do you dislike about Proposify?

Although there is customisation option available with multiple drag and drop options available for the editing to create the proposal letter but there are some advanced features like photo editing and adding audio files on the invitation letter is still unavailable in proposify. There subscription plan is little expensive for small business who want to use this platform for long term Review collected by and hosted on G2.com.

AK
Operations Manager
Mid-Market (51-1000 emp.)
"AI-Powered Proposal Creation Made Easy"
What do you like best about Proposify?

Proposify is a AI based automated platform that helps our company dorto services in creating different type of proposal plans for other third party companies for business collaboration and exponential growth. Review collected by and hosted on G2.com.

What do you dislike about Proposify?

The templates of proposify is little outdated and they also need to be more customisable as Canva is also a similar platform that has much more feature than preposify and it is also more budget friendly. Review collected by and hosted on G2.com.

Nick H.
NH
Office Manager and Pre-Sales Consultant
Information Technology and Services
Small-Business (50 or fewer emp.)
"Good, but difficult to use"
What do you like best about Proposify?

With HubSpot’s strong integrations, raising a proposal directly in the opportunity and pulling through the key details, tracking, and completion notifications is really handy. Their large library of templates gives a solid starting point, with plenty of flexibility in how the final document looks. We tend to use Proposify at least once a day. Review collected by and hosted on G2.com.

What do you dislike about Proposify?

The document editor can be a bit tricky to work with. Changing templates isn’t always straightforward, and we’ve run into problems with edits not saving properly. The pricing tables are especially awkward, particularly with sizing. If you add a line item, the table suddenly blows up in size, and sometimes it won’t let you resize it. The only fix seems to be saving, closing, and reopening. Review collected by and hosted on G2.com.

Verified User in Marketing and Advertising
GM
Enterprise (> 1000 emp.)
Guest users or non-business users of the software, not included in G2 scores.
"Streamlines Proposals With Smart Insights, Minor Design Limitations"
What do you like best about Proposify?

What I like best about Proposify is how it simplifies the entire proposal process, from creating and customizing templates to tracking engagement and approvals. As an account manager, it’s a huge time-saver and helps me maintain consistency across client-facing documents. The ability to see when a client opens a proposal or which sections they spend the most time on gives me actionable insights to follow up more strategically and close deals faster. Review collected by and hosted on G2.com.

What do you dislike about Proposify?

What I dislike about Proposify is that some of the design customization options can feel limited, especially when trying to match unique brand styles or complex layouts. Occasionally, larger proposals can be a bit slow to load, and collaboration features could be smoother when multiple team members are editing at once. Still, these are minor issues compared to the overall value the platform delivers. Review collected by and hosted on G2.com.

CV
Sales Director
Mid-Market (51-1000 emp.)
"My experience has been very positive."
What do you like best about Proposify?

The proposal is professional-looking and can be tailored to the customer in content and photos from the Unsplash library. Review collected by and hosted on G2.com.

What do you dislike about Proposify?

I have been locked out of features and had to call support. Also at times when the proposal is opened not all the features are available and you have to close out completely and then re-log into proposify again. Review collected by and hosted on G2.com.

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