The design layouts are heads and tails above every other platform. Their beautiful as well as functionally layed out. Templates have all the sections that might be needed and if you need to add other sections, it's super easy to do. I promise these will wow your clients. Also love the fact that it tells me who signed and when. Review collected by and hosted on G2.com.

The one downside is that you can't charge both one time & recurring fees at same time. We hook our Stripe account into Proposify so clients can sign and pay in one step. But if we have both one time setup costs and then recurring payments as well, then we can't collect payments. It has to be one or the other. If and when the ability to do both comes around, I'd recommend this to everyone. Review collected by and hosted on G2.com.

Easy to send and very easy to implement it Review collected by and hosted on G2.com.

Slow features and can be quite clunky to use when changing data Review collected by and hosted on G2.com.

I'm particularly impressed with how the different templates can be customized - this enables us to create a proposal tailored for a specific work. Incorporating it as part of our workflow was smooth, and entering the client’s signature through the links we prepared is quick and easy. Proposify actually has become our sales process bedrock. Review collected by and hosted on G2.com.

Sometimes the clients may get into trouble while accessing the proposal links but we are swift to deal with that by re-sending the PDF version. It is something unobtrusive, but it should still be mentioned particularly when there is an urgency for it. Review collected by and hosted on G2.com.

I enjoy the organizational structure of Proposify and abilities to save snippets and embed variables throughout. Review collected by and hosted on G2.com.

I dislike the lack of design capabilities for tables and uniform resizing/reformatting of text in general when dealing with tables. Review collected by and hosted on G2.com.

I reuse my proposals, which are easy to set up and send to the customer. It isn't difficult for potential clients to make notes and/or approve the proposal. It is good to have everything in writing, and it is easy to refer to if there is a question about the agreement. Review collected by and hosted on G2.com.

I wish it could be integrated with Wave Apps, but I saw that Stripe is available, so that will be my next addition in place of Wave. The fact that I can now have them pay their deposit immediately without having to send a separate invoice is awesome. Review collected by and hosted on G2.com.

The staff is really helpful -- easy to use. Review collected by and hosted on G2.com.

spacing and formatting bugs - make it hard Review collected by and hosted on G2.com.

About two years ago, we introduced Proposify to our organization, and since then, our proposal creation process has undergone a transformation. Their epresentatives guided us through each step of the implementation process, ensuring that no queries were left unanswered. Even when we were completely acclimatized, the Proposify team were constantly checking for improvements and making adjustments to suit our firm’s evolving needs. Before Proposify, we felt overwhelmed with the number of proposals we had to create across several service lines, and we relied entirely on Microsoft Office products for it, which made us feel like we were swimming against the tide. With hundreds of proposals already completed, the speed and efficiency we have achieved are truly astonishing. Review collected by and hosted on G2.com.

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 minor formatting difficulties for certain dates, which might require more effort while reworking the proposals before the agreement is signed. Review collected by and hosted on G2.com.

Our team was initially drawn to proposify for it's easily customizable templates, and ease of use. We've been customers for a few years now, and while the initial draw remains a strong selling point, I am also so glad to work with a company that listens to and fullfills feature requests and improvments. Even years later, even when considering other quoting software, Proposify continues to shine. Review collected by and hosted on G2.com.

At times, we'll hit some error messages with Proposify that aren't clear, or help guide us in seeking a solution. In some cases the issues seem to resolve themselves, and in others we are able to solve the issues without an understanding of what caused the problem in the first place. In almost all cases though, we are able to find a solution, or workaround. Review collected by and hosted on G2.com.

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, how long they stayed on each section of the proposal and each time they re-open the proposal to review again. Review collected by and hosted on G2.com.

I would suggest more flexibility in designing pages. Seems a little restrictive and formatting can be an issue. Review collected by and hosted on G2.com.

The design can be very compelling and professional. The single sourcing of content allows for great consistency across proposals. The esignature capability has helped us improve our close rate. The self-selection of optional services has helped us with upsells. The support we got during setup and over time has been exceptional, and the product team is very responsive when we have suggestions for improvement. This relationship has convinced us to stay with Proposify as much as the tool has. Review collected by and hosted on G2.com.

We have a fairly large product set and the interface for customizing proposals has a learning curve and is time consuming to use. We still have a few sales folks who refuse to convert because of this difficulty, even after a year and a half. They still use PPT and we haven't succeeded in getting management to force a switch... yet anyway! The pricing calculations are very basic so we have not been able to move our product catalog into the tool. We have a separate sheet that sales uses to calculate pricing, which it then copies into a quote table in the proposal. Finally, the integrations are a little lacking (NetSuite, ManageEngine would be great), but they've been improving and the team is good to work with. Review collected by and hosted on G2.com.