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Proposify

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1,144 reviews
  • 1 profiles
  • 6 categories
Average star rating
4.6
Serving customers since
2012
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Proposify Reviews

Review Filters
Profile Name
Star Rating
919
175
36
9
5
KB
Kimberly B.
06/10/2026
Validated Reviewer
Review source: G2 invite
Incentivized Review

Streamlines Proposal Creation and Client Engagement Tracking to Help Close Deals Efficiently

The tool provides a powerful digital proposal management workflow from creation through to sending, tracking and customer digital signing which increases the probability of successful deal closure.
Diane M.
DM
Diane M.
06/01/2026
Validated Reviewer
Review source: Organic

Effortless Proposal Creation, Highly Customizable

I love how quick and easy it is to put proposals together with Proposify. I appreciate how everything is communicated in a way that is engaging, making it easier for clients to sign right through the link. I enjoy how much you can customize proposals and make them visually appealing. The initial setup was great, and overall, it works great!
MA
Maria A.
05/25/2026
Validated Reviewer
Review source: G2 invite on behalf of seller
Incentivized Review

Effortlessly Bridges Sales and Marketing

I like Proposify for being the real workhorse for our sales team, taking the grunt work out of writing, sending, and chasing proposals. The Salesforce integration is the part I lean on hardest because I only have to update a deal in one place, and everything flows through. Our Salesforce admin built out the tracking views so I can see exactly where each proposal sits without flipping between tabs. Marketing has taken to it too, since they finally have a way to lock down our branding and boilerplate language without playing whack-a-mole every time a rep tweaks a template.

About

Contact

HQ Location:
Halifax

Social

@proposify

What is Proposify?

We help modern sales teams create, send, track, and e-sign winning proposals, contracts, and agreements. Proposify is the proposal software that gives you control and insight into the most important stage of your sales process: the close. From design to sign-off, get the confidence and consistency to dominate your deals. This is how you close.

Details

Year Founded
2012