Honestly, the tracking. I get notified the second a prospect opens the proposal and can see exactly which sections they linger on, so I know if they're actually interested before they even reply. Saves me a ton of guessing. Works well with the major CRMs, integration there is smooth. But once you step outside the big-name tools, it gets clunky fast; anything niche in your stack means manual exporting and importing, which kind of defeats the point of having it all connected in the first place.

I like that with Proposify I can track proposals. I can know if the client opened the proposal, if they forwarded it, or what actions they took. Additionally, I can schedule reminders for the client to view the proposal, which makes it easier to approach and follow up with the client, which is great.

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.