I like the preconfigured templates because they speed up my sales process, and I can adapt them to my company's branding. The proposals are easy for my clients to read, and I can track their openings. The interface is very intuitive and user-friendly, focusing on proposals rather than many other things. I also like that they are committed to evolving the product, now with AI integration and an MCP with cloud. The initial setup was quite simple; I spent a lot of time preparing my templates, but that was my decision, and the rest was quite friendly.

I use Proposify to create proposals, and it makes the process easier by saving me time on the copying and pasting I used to do with spreadsheets and slideshows. I like that clients can access and sign proposals on their mobile phones, which makes it easier for them to sign and helps me win the business. I also like the functionality and versatility, how great-looking the proposals are, and being able to create different proposals for different verticals. It took a little while to get my templates created, but once that was done, it was pretty easy.

According to my current experience, I would say that proposify improved its proposal creation experience, especially it has added wide range of professional templates, reusable content library and interactive pricing options. The software has ability to track clients and engage with consistently again and again. The software has now integrated with CRM and multiple other business tools which has automation features.