--- 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: '2026-08-27' parent\_category: name: Quote Management url: https://www.g2.com/categories/quote-management --- # Proposify Reviews & Product Details Visit Website 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. * * * Product Website Proposify Seller [Proposify](https://www.g2.com/sellers/proposify) Discussions [Proposify Community](https://www.g2.com/products/proposify/discuss) Languages Supported English Solution Type All-in-One Overview by Mert Ovali ![Carlton Staffing](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Carlton Staffing") Used by Carlton Staffing and 2 others ##### Featured Companies [ ![Carlton Staffing](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Carlton Staffing") Carlton Staffing](https://www.g2.com/products/carlton-staffing/reviews)[ ![Booking Boss](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Booking Boss") Booking Boss](https://www.g2.com/products/booking-boss/reviews)[ ![Mailjet](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Mailjet") Mailjet](https://www.g2.com/products/mailjet/reviews) Beta Show More ## Pricing Pricing provided by Proposify. ### Basic $19.00 1 User Per Month [ View More Pricing Information ](https://www.g2.com/products/proposify/pricing) ## Proposify Integrations (7) What do users say about integrations? Verified by Proposify ![Jacob M.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Jacob M.") JM Jacob M. Partner, Creative Director Small-Business (50 or fewer emp.) 5/6/2018 "Our Go-To Platform for Professional Proposals" 5/5 What do you like best about Proposify? Proposify has become an essential part of our proposal and sales process. As a web design and marketing agency, we need proposals that not only clearly communicate scope and pricing but also reflect the quality and professionalism of our work. Proposify makes it easy to create polished, on-brand proposals without having to reinvent the wheel for every opportunity. One of the biggest benefits for us is efficiency. We can reuse and customize content, services, pricing, and contract language while still tailoring each proposal to the individual client. The ability to see when a proposal has been viewed and track client engagement is also extremely helpful when it comes to timing follow-ups. The platform continues to make managing proposals, approvals, and signatures much easier than handling everything through PDFs and email. It keeps the sales process organized, gives clients a professional experience, and saves our team a significant amount of time. For any creative, marketing, or web agency that regularly sends detailed proposals, Proposify is a valuable tool that I would highly recommend. Review collected by and hosted on G2.com. What do you dislike about Proposify? No dislikes. Any issues we've had their live chat support has resolved in a timely manner. Review collected by and hosted on G2.com. Recommendations to others considering Proposify: If you're still creating pdf proposals and emailing them to clients. Stop what you're doing and get started with Proposify. Review collected by and hosted on G2.com. What problems is Proposify solving and how is that benefiting you? Creating appealing proposals, tracking proposals and keeping tabs on agency close rates. Review collected by and hosted on G2.com. Show More 8/15/2026 Current UserValidated ReviewerIncentivizedSource: G2 invite ![Nate K.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Nate K.") NK Nate K. CEO Small-Business (50 or fewer emp.) 5/12/2021 "Solid Proposal Builder Going Through Some Growing Pains" 4/5 What do you like best about Proposify? The whole system is well thought out and makes creating dazzling new proposals very easy. My close rate on work was significantly high after using it, and changing little else. Review collected by and hosted on G2.com. What do you dislike about Proposify? I have been using Proposify for years at this point. for the last 2 years, they have been transitioning to their updated 3.0 version. Some of the new features are useful, the layouts are clean, and the editor seems to be improved (though nowhere near where it should be in 2026). However the transition to the new system has been anything but smooth. There is no reliable way to migrate proposals and templates from the legacy system. There are a number of features, like pricing table settings that are no longer available. My biggest gripe with the old system was a rickety editor, but I have gotten used to it. Point being, I am still using the 2.0 system, which limits my capabilities, because I still can't upgrade without upending my entire workflow. I have no intention of switching, because even the old version is still better than the competition. Interesting note, I would imagine new users would not have any of these issues with the new system, as they don't need to migrate or miss pre-existing features. Review collected by and hosted on G2.com. Recommendations to others considering Proposify: There are a few major options when considering a proposal tool. I've tried all of them. Proposify is the best one, hands down. Review collected by and hosted on G2.com. What problems is Proposify solving and how is that benefiting you? We can produce proposals that used to takes us 2 hours in about 15 minutes. And they close at a higher rate. Review collected by and hosted on G2.com. Show More 8/11/2026 Current UserValidated ReviewerIncentivizedSource: G2 invite on behalf of seller ![Miguel F.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Miguel F.") MF Miguel F. Software Developer Information Technology and Services Mid-Market (51-1000 emp.) 7/23/2026 "Fewer duplicate documents and tighter control over what we actually promise clients" 4.5/5 What do you like best about Proposify? We organized the Content Library around the parts of a technical proposal that tend to cause problems later on: API development, migrations, authentication, environments, post-launch support, and client responsibilities. We also store frequently used diagrams, pricing blocks, and implementation tables there. When our support policy changes or we stop offering a specific integration version, we update the approved source once, instead of hoping everyone remembers which older proposal needs to be corrected. Sections can be created directly in the library and then inserted into documents or templates. That lets us reuse the parts that should stay consistent without forcing every proposal into the same rigid structure. Variables are simple, but they’ve prevented some very visible mistakes. We use them for the client, company, owner, value, dates, and other project-specific details. In an earlier implementation, an internal draft went out with another client’s name buried inside a technical section that had been copied manually. Since moving those details into Variables and mapping them from the opportunity, that risk has dropped significantly. Review collected by and hosted on G2.com. What do you dislike about Proposify? Proposify can make a scope look much clearer without actually making the scope itself any better. A polished proposal can still be risky when dependencies, acceptance criteria, client responsibilities, or technical assumptions haven’t been properly worked through. The platform helps us standardize the document and add some controls around how it moves through our process, but it doesn’t replace discovery or an engineering review. Review collected by and hosted on G2.com. What problems is Proposify solving and how is that benefiting you? A proposal for an ERP integration was almost ready to send when I reviewed the technical section and realized sales had bundled real-time, bidirectional synchronization, historical migration, and six months of support into the same price we had estimated for a simple nightly import. The document looked polished and complete, but the project it described wasn’t the project engineering had actually priced. We reopened it in Proposify, swapped the outdated section for an approved block from the Content Library, filled in the client details and dates using Variables, and reworked the Pricing Table to reflect discovery, core implementation, optional migration, and recurring support. We also added a Client Input Form to have the client confirm which system would be treated as the source of truth, since that choice affected far more than just the wording of the proposal. Because the revised scope exceeded what had originally been approved, the Approval Workflow routed the document through delivery and finance before sales could send it. The client chose migration as an add-on, signed electronically, and paid the deposit through Stripe. Proposify didn’t fix the original estimate for us. What it did do was surface the mismatch early enough to correct it, keep approved content centralized, and tie together pricing, review, client input, signature, and payment—without forcing sales and engineering to reconstruct the full story in yet another meeting. Review collected by and hosted on G2.com. Show More Response from Justine Falconi of Proposify [Editedit](https://www.g2.com/survey_responses/proposify-review-13148367/official_response/edit) Hi Miguel, Thank you for this incredibly detailed review - it's clear you've built a really great workflow around the content library and variables, and we love seeing it used to this level. Thanks again for taking the time to share a look at how your team uses the platform! Current UserValidated ReviewerIncentivizedSource: G2 invite ![Marcial L.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Marcial L.") ML Marcial L. Consultor en Marketing Digital para Argentina y Uruguay Small-Business (50 or fewer emp.) 7/24/2026 "" 4.5/5 Response from Justine Falconi of Proposify [Editedit](https://www.g2.com/survey_responses/proposify-review-7902039/official_response/edit) Hi Marcial, Thank you for taking the time to share this feedback, it's great to hear that tracking and reminders have made it easier for you to follow up with clients and stay on top of your proposals. There is a way to switch your proposal language to Spanish, so your customers will receive the document in Spanish, here's how to do that: https://legacy-support.proposify.com/hc/en-us/articles/4845638686235-Language-date-formatting On the AI front, have you tried V3 (New Proposify)? There is an AI feature that lets you create proposal content directly in the editor, which could help speed up customizing those individual packages. If you have any questions or need support, our team is happy to help,  just reach out anytime. Thanks again for your review! 8/20/2026 Validated ReviewerIncentivizedSource: Seller inviteAI Translated KT Kevin T. District Commercial Sales Manager Small-Business (50 or fewer emp.) 7/27/2026 "Easy Proposal System Creation Once Templates Are Set Up" 4.5/5 What do you like best about Proposify? Once the proposal template is set up, it’s relatively easy to create a proposal. The main issue is that editing the proposal can be a bit clunky at times, which makes revisions feel less smooth than they should. Review collected by and hosted on G2.com. What do you dislike about Proposify? The main issue I’ve found is that I can’t categorize proposals or my pipeline. I’d like the ability to set up categories such as “won,” or group items by company name when there are multiple accounts under the same company. Review collected by and hosted on G2.com. What problems is Proposify solving and how is that benefiting you? No problems so far. At its core, the program is a proposal software with a CRM component that helps me stay in touch with customers who are already in the system and have a proposal. Review collected by and hosted on G2.com. Show More Response from Justine Falconi of Proposify [Editedit](https://www.g2.com/survey_responses/proposify-review-13169996/official_response/edit) Hi Kevin, Thank you for the feedback, it's great to hear that Proposify is helping you to stay in touch with customers, and that your proposal template makes proposal creation easier! I don't know if you've tried new Proposify (v3) yet, but in that version you can create folders and subfolders to easily group proposals. You can also filter and sort by status, such as 'won', and bookmark your filter/sort criteria so that every time you come back to the list it's already applied. If you run into any trouble setting these up, our support team is happy to help - just reach out anytime. Thanks again for taking the time to leave this review, Kevin! Current UserValidated ReviewerIncentivizedSource: Seller invite ![Stuart T.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Stuart T.") ST Stuart T. Grip Small-Business (50 or fewer emp.) 7/24/2026 "Effortless Proposal Creation with Proposify" 4/5 What do you like best about Proposify? I find Proposify makes things simple and easy, which is great for creating estimates and proposals for clients. I feel like I'm a step above my competitors when submitting a proposal. It’s quick and easy, and I consistently use the templates to help with this. It's my easy go-to tool for proposals, and the speed and efficiency, along with the presentation quality, really stand out. The initial setup was super easy. Review collected by and hosted on G2.com. What do you dislike about Proposify? I paused my subscription when I don't have a lot of work because it's reasonably priced, but it is still a cost. Review collected by and hosted on G2.com. What problems is Proposify solving and how is that benefiting you? I use Proposify because it makes proposal creation simple and presentable, keeping me a step above competitors. It saves time with its easy templates and helps me handle recurring projects efficiently. Review collected by and hosted on G2.com. Show More Response from Justine Falconi of Proposify [Editedit](https://www.g2.com/survey_responses/proposify-review-13161256/official_response/edit) Hi Stuart, Thank you for the great feedback - it's wonderful to hear that Proposify is helping you stand out from competitors and that the templates are keeping things quick and efficient for you! Thanks again for taking the time to leave this review! Validated ReviewerSource: Organic MA Maria A. Senior Sales Executive Mechanical or Industrial Engineering Small-Business (50 or fewer emp.) 5/25/2026 "Effortlessly Bridges Sales and Marketing" 4.5/5 What do you like best about Proposify? I like Proposify for being the real workhorse for our sales team, taking the grunt work out of writing, sending, and chasing proposals. The Salesforce integration is the part I lean on hardest because I only have to update a deal in one place, and everything flows through. Our Salesforce admin built out the tracking views so I can see exactly where each proposal sits without flipping between tabs. Marketing has taken to it too, since they finally have a way to lock down our branding and boilerplate language without playing whack-a-mole every time a rep tweaks a template. Review collected by and hosted on G2.com. What do you dislike about Proposify? The one thing I'd change is the notification setup. I'd love custom alerts that fire when a proposal has been sitting unopened for a set number of days. Right now I'm setting calendar reminders for myself, which feels like a step backward when the tool already knows when something's gone cold. A few smarter built-in nudges would tighten up our follow-up game across the team. I'd want a rule-based system where I can set my own triggers, like 'ping me if a proposal hasn't been opened in five days' or 'alert me when a prospect views the pricing page twice in one session.' Right now the existing notifications are pretty binary, so a layer of conditional logic on top would let each rep build a follow-up cadence that matches how they actually work their deals. Review collected by and hosted on G2.com. What problems is Proposify solving and how is that benefiting you? Proposify lets our reps build proposals independently, bridging the gap between sales and marketing. It takes the grunt work out of writing, sending, and chasing proposals, and integrates with Salesforce to streamline updates and tracking for our team. Review collected by and hosted on G2.com. Show More Response from Kyle Racki of Proposify [Editedit](https://www.g2.com/survey_responses/proposify-review-12868681/official_response/edit) We're thrilled to hear that Proposify has been a valuable asset for your sales team, especially with the Salesforce integration and branding control for marketing. I appreciate your feedback on the notification setup, and I'm excited to tell you that the new version of Proposify has the notification preferences based on days since it hasn't been opened! Would love to show you that feature if you reach out to me. Validated ReviewerIncentivizedSource: G2 invite on behalf of seller ![Verified User in Facilities Services](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Facilities Services") CF Verified User in Facilities Services Small-Business (50 or fewer emp.) 4/29/2019 "Proposify" 5/5 What do you like best about Proposify? Time-saving features and an excellent proposal presentation. The WYSIWYG format is great, and once the templates are set up, proposal creation time is reduced by about 80%. Pricing is also quite reasonable for individual users. Review collected by and hosted on G2.com. What do you dislike about Proposify? There is a cost. Although Proposify is a Canadian Company, the charge in $US. Review collected by and hosted on G2.com. Recommendations to others considering Proposify: Give it a try, I believe they still offer an opportunity to try it out at no charge. Review collected by and hosted on G2.com. What problems is Proposify solving and how is that benefiting you? The software saves us approximately one month of time during the year that can be utilized to generate additional proposals and work on projects. Review collected by and hosted on G2.com. Show More Response from Elise Snow-Kropla of Proposify [Editedit](https://www.g2.com/survey_responses/proposify-review-2177784/official_response/edit) Hi Ernie, Thanks for writing a review! Fantastic to hear that Proposify is helping you save time and deliver exceptional-looking proposals to your clients. Keep it up, and happy closing! 7/24/2026 Current UserValidated ReviewerIncentivizedSource: Seller invite ![Smit P.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Smit P.") SP Smit P. Senior Consultant / Development Manager Information Technology and Services Mid-Market (51-1000 emp.) 10/18/2024 Business partner of the seller or seller's competitor, not included in G2 scores. "Secure | Confidential | Professional" 4.5/5 What do you like best about Proposify? I like the intergation with CRM so when the proposal accepted then it add it to zoho Review collected by and hosted on G2.com. What do you dislike about Proposify? Too much loading when we are creating document. Review collected by and hosted on G2.com. What problems is Proposify solving and how is that benefiting you? Contract remains there for both parties anytime can be downloaded and remind the client for the project proposals. Review collected by and hosted on G2.com. Show More 8/14/2026 Current UserValidated ReviewerIncentivizedSource: Organic FS Francesco S. Marketing and Sales Executive Manager Staffing and Recruiting Small-Business (50 or fewer emp.) 8/14/2024 "A Remarkable Proposal Automation Tool that Has Reliable Reusable Templates. Proposify's Capabilities are Exceptional" 5/5 What do you like best about Proposify? The reusable templates of this proposal automation software are exceptional. I am also impressed by how effective, reliable and responsive the customer support team of Proposify has always been. Review collected by and hosted on G2.com. What do you dislike about Proposify? This proposal automation solution has improved drastically. It has impressive features that streamline our sales processes. Review collected by and hosted on G2.com. What problems is Proposify solving and how is that benefiting you? Proposify has improved our proposal system and design sign-offs. It's re­duced repetitive­ tasks and kept our workflow flowing without a hitch. Review collected by and hosted on G2.com. Show More 8/14/2026 Validated ReviewerIncentivizedSource: G2 invite on behalf of seller ## Questions about Proposify? Ask real users or explore answers from the community Get practical answers, real workflows, and honest pros and cons from the G2 community or share your insights. [ Ask about Proposify ](https://www.g2.com/products/proposify/discussions/new) ![Caroline F.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Caroline F.") CF Caroline Falkiner • Last activity over 4 years ago What is the best way to "band your proposals? 1 Upvote 1 [ Join the conversation ](https://www.g2.com/discussions/what-is-the-best-way-to-band-your-proposals) ![Evan M.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Evan M.") EM Evan Morsell • Last activity over 4 years ago What's the best way to present 3 packages to a client with individual line items for each package? 1 Upvote 1 [ Join the conversation ](https://www.g2.com/discussions/what-s-the-best-way-to-present-3-packages-to-a-client-with-individual-line-items-for-each-package) [ View all Discussions ](https://www.g2.com/products/proposify/discuss) ## 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 [ View More Pricing Information ](https://www.g2.com/products/proposify/pricing) Proposify Comparisons ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/small_square/small_square_c9c02185b2606c5e58ac5c37522d55fe/pandadoc.png "Product Avatar Image") PandaDoc 4.7/5(3,741) [ Compare Now ](https://www.g2.com/compare/pandadoc-vs-proposify) ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/small_square/small_square_2f5833ae3e3fa56504b149eb75f00981/qwilr.png "Product Avatar Image") Qwilr 4.6/5(921) [ Compare Now ](https://www.g2.com/compare/proposify-vs-qwilr) ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/small_square/small_square_dbcd9e816d56d44d228fa2fb51f2c9d0/better-proposals.png "Product Avatar Image") Better Proposals 4.3/5(51) [ Compare Now ](https://www.g2.com/compare/better-proposals-vs-proposify) ##### ##### Proposify Features Document Creation Customizability: Variables and Fields Template Creation and Flexibility Rich Media Workflow Document Builder Interface Collaborative Creation Assembly and Approval Workflows Analytics Engagement Tracking Proposal Effectiveness Reporting Reporting and Dashboards Administration and Platform User, Role, and Access Management Alerts and Notifications Electronic Signature [ View More Features ](https://www.g2.com/products/proposify/features) ## Top-Rated Alternatives [ ![PandaDoc](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "PandaDoc") PandaDoc 4.7/5(3,741) ](https://www.g2.com/products/pandadoc/reviews) [ ![Qwilr](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Qwilr") Qwilr 4.6/5(921) ](https://www.g2.com/products/qwilr/reviews) [ ![GetAccept](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "GetAccept") GetAccept 4.6/5(1,267) ](https://www.g2.com/products/getaccept/reviews) [ View All Alternatives ](https://www.g2.com/products/proposify/competitors/alternatives) ##### Categories on G2 [E-Signature](https://www.g2.com/categories/e-signature)[Document Generation](https://www.g2.com/categories/document-generation)[Contract Management](https://www.g2.com/categories/contract-management) [Proposal](https://www.g2.com/categories/proposal)[CPQ](https://www.g2.com/categories/cpq)[AI Proposal Generator Tools](https://www.g2.com/categories/ai-proposal-generator-tools) [Show MoreShow Less](javascript:void(0);) ##### Explore More [Which spend management solution do mid-sized firms prefer](https://www.g2.com/discussions/which-spend-management-solution-do-mid-sized-firms-prefer)[What is the best free time tracking software for businesses?](https://www.g2.com/discussions/what-is-the-best-free-time-tracking-software-for-businesses)[Which machine translation platforms have a good on-premise or private cloud deployment option for a company that cannot send content to a third-party cloud service?](https://www.g2.com/discussions/which-machine-translation-platforms-have-a-good-on-premise-or-private-cloud-deployment-option-for-a-company-that-cannot-send-content-to-a-third-party-cloud-service) [What is the best job shop management software for a small custom machine shop that needs quoting, scheduling and job tracking without months of implementation overhead?](https://www.g2.com/discussions/what-is-the-best-job-shop-management-software-for-a-small-custom-machine-shop-that-needs-quoting-scheduling-and-job-tracking-without-months-of-implementation-overhead)[Best account-based orchestration software for SMBs](https://www.g2.com/discussions/best-account-based-orchestration-tools-for-smbs-what-s-your-go-to)[Pros and Cons Details](https://www.g2.com/products/proposify/reviews?qs=pros-and-cons) [Show MoreShow Less](javascript:void(0);)