Proposify Reviews (1,143)

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Reviews

Proposify Reviews (1,143)

View 3 Video Reviews
4.6
1,143 reviews

What do users say?

Generated using AI from real user reviews
Users consistently praise Proposify for its ease of use and professional templates, which streamline the proposal creation process and enhance brand consistency. The ability to track client engagement with proposals is also highly valued, providing insights that help improve follow-up strategies. However, some users note that the editing interface can be difficult to navigate, particularly for beginners.

Pros & Cons

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LE
Liz E.
Account Manager
Mid-Market (51-1000 emp.)
"It makes building proposals super fast and easy to put together, we can send contracts this way too."
5/5
What do you like best about Proposify?

Its quick and easy to build proposals. We can send out MSA, SOW, and contracts within minutes. Review collected by and hosted on G2.com.

What do you dislike about Proposify?

Its hard to convert to word from Proposif, sometimes the emails go to spam folder. Review collected by and hosted on G2.com.

Dave M.
DM
Dave M.
President/Founder
Small-Business (50 or fewer emp.)
"Easy to use tool that connects seamlessly with HubSpot for professional proposals"
4.5/5
What do you like best about Proposify?

Endlessly customizable and integrates seamlessly with HubSpot. The team at Proposify is super easy to work with and responsive when I need them. New editing options make Proposify even more powerful Review collected by and hosted on G2.com.

What do you dislike about Proposify?

Sometimes there are some hiccups with formatting Review collected by and hosted on G2.com.

Verified User in Manufacturing
AM
Verified User in Manufacturing
Mid-Market (51-1000 emp.)
"Easy to create polished proposals"
5/5
What do you like best about Proposify?

Proposify makes it easy to create a polished looking proposal with minimal effort. It organizes content well and provides a variety of options for saving pieces of content to pull into a template later. Even with a complicated quoting process, we've been able to save time on our proposals, and more importantly we can minimize errors by saving pieces of content for later. I also like being able to bring in videos of our equipment that make it much easier for prospective customers to understand the technology we are quoting. The customer support is always responsive and was really helpful with the implementation process, and as a Salesforce admin for my company I also appreciate how simple the integration is between Proposify and Salesforce. Review collected by and hosted on G2.com.

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 wish there was a feature similar to "keep with next" in Word that would let me say I want a particular block of text to stay with the next image or paragraph if it goes to a new page. Review collected by and hosted on G2.com.

LD
Luis D.
Consultant
Small-Business (50 or fewer emp.)
"Perfect Proposal Platform"
5/5
What do you like best about Proposify?

Proposify offers a lot of freedom when it comes to design, it has a free canvas avaliable for the user to move the elements without constrains. It helps you connect texts with dynamic data, which is quite handy. Review collected by and hosted on G2.com.

What do you dislike about Proposify?

At times the platform becomes stubern, but once you refresh the page it comes back to a great level of performance. Review collected by and hosted on G2.com.

JB
John B.
Sr. VP Business Development
Small-Business (50 or fewer emp.)
"Sr. VP Business Development"
5/5
What do you like best about Proposify?

Ease of use. Professional look to the prospective client. Great customer support and account management. Ease of adding additional users. Great features for customizing look and feel of final product. Review process very valuable. Review collected by and hosted on G2.com.

What do you dislike about Proposify?

Nothing at this time. No other comments at this time. Review collected by and hosted on G2.com.

FS
Francesco S.
Marketing and Sales Executive Manager
Staffing and Recruiting
Small-Business (50 or fewer emp.)
"Great proposals tool with reusable templates."
4.5/5
What do you like best about Proposify?

Proposify is great as it make­s our proposal and contract management easie­r. Creating and reusing template­s is simple, which has proved quite be­neficial for previous tasks. It is a genuine­ time-saver for us and helps in maintaining the­ consistency of our documents that is important for our professional image­. I have contacted customer support se­veral times, and they we­re quick and efficient, providing me­ with seamless help. Review collected by and hosted on G2.com.

What do you dislike about Proposify?

The e­d­itor has been tough to use. It wasn't as simple­ as I initially thought, hence sometime­s, my work pace is slower. Nonethe­less, I've checke­d out the next version of the­ editor and it appears promising. Review collected by and hosted on G2.com.

Larissa H.
LH
Larissa H.
Senior Account Manager
Small-Business (50 or fewer emp.)
"Proposify Review"
4.5/5
What do you like best about Proposify?

Great platform overall for proposals. It is helpful to track when prospects and clients view the proposal. Review collected by and hosted on G2.com.

What do you dislike about Proposify?

The challenge I find is that it isn't as seamless to upload new files or transfer/add in files. Review collected by and hosted on G2.com.

PP
Patryk P.
IT Sales Consultant
Small-Business (50 or fewer emp.)
"Beautiful offers"
4.5/5
What do you like best about Proposify?

Proposify has transformed our proposal process with its intuitive interface and robust features. The ease of use is exceptional, allowing us to create professional proposals quickly. Implementation was seamless, and the support team is always responsive and helpful. We use it daily, benefiting from its comprehensive templates, real-time collaboration, and seamless integrations with tools like Salesforce. Many customers have said they've never seen such graphically good-looking offers. Review collected by and hosted on G2.com.

What do you dislike about Proposify?

Proposify setup takes time initially, but once done, it works great and streamlines our proposals. Review collected by and hosted on G2.com.

Yuriy O.
YO
Yuriy O.
Account executive
Mid-Market (51-1000 emp.)
"Good experience overall"
3.5/5
What do you like best about Proposify?

It is a fast way to send a proposal, having templates available. Review collected by and hosted on G2.com.

What do you dislike about Proposify?

Changing those templates could be very time consuming and difficult Review collected by and hosted on G2.com.

Grant L.
GL
Grant L.
Co-Founder
Small-Business (50 or fewer emp.)
"Great way to bring in new and existing business!"
5/5
What do you like best about Proposify?

I like the way that you can effortlessly send out proposals new clients, and send out proposals to upsell current clients in just a few minutes. It takes a lot of the stress off of the cell cycle. Review collected by and hosted on G2.com.

What do you dislike about Proposify?

I would love there to be a function where you could send mass emails to Prospect were at a certain stage in the sales pipeline. I believe that would help increase closing percentages. Review collected by and hosted on G2.com.