What I like best about Proposify is how it simplifies the entire proposal process, from creating and customizing templates to tracking engagement and approvals. As an account manager, it’s a huge time-saver and helps me maintain consistency across client-facing documents. The ability to see when a client opens a proposal or which sections they spend the most time on gives me actionable insights to follow up more strategically and close deals faster.

We use proposify mainly to create different type of business quotations and proposals for other businesses from which we want to work with. The software has multiple free templates available in which we can design the proposal card and send it to them. The software also has collaboration feature in which multiple designers can work in a same design and give their input.

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.