Michael S.

Managing Partner

Small-Business (50 or fewer emp.)

2/22/2021

"Easy and effective."

4.5/5

What do you like best about Proposify?

The templates make sense. It reminds you of the key elements you might leave out, and creates a thorough process for someone visual, and also keeps you in the details for those who need more of them. Nicely done. Review collected by and hosted on G2.com.

What do you dislike about Proposify?

Sometimes there are size and design constraints. Still a GREAT product. Review collected by and hosted on G2.com.

Recommendations to others considering Proposify:

If you're a Solo-Prenuer or want to streamline a proposal process, consider this product. Its easy, and they seem to be innovating in meaningful ways. Review collected by and hosted on G2.com.

What problems is Proposify solving and how is that benefiting you?

Getting visually appealing proposals out to get a YES faster and win opportunities. Its east and you can build off of the things you've already built. Review collected by and hosted on G2.com.

Proposify Reviews & Product Details

Proposify is the online proposal software that gives you control and visibility into the most important stage of your sales process. The close. From deal design to sign-off, get the confidence and flexibility to dominate deals. Create impressive sales documents that stay consistent and error-free. Receive the insights to scale your process, make timely engagements, and accurately forecast. Deliver a seamless sign-off experience for your customers and prospects. Features include a flexible and user-friendly design editor, electronic signatures, CRM integrations, data-driven insights, interactive pricing, content management, approvals, and so much more. If you're ready to give your sales team the competitive edge, visit our website or book a demo at https://www.proposify.com.

Product Website

Seller

Proposify

Discussions

Proposify Community

Languages Supported

English

Overview by

Mert Ovali

Pricing

Pricing provided by Proposify.

Basic

$19.00

1 User Per Month

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Proposify Integrations

(12)

Verified by Proposify

Proposify Media

Choose from a library of professionally designed industry templates that you can customize, or get our team to design a custom template just for you.

Where you can see who is viewing your documents and what sections they're spending time on.

Where you can view, search, sort, and filter your document by status.

You can drag and drop blocks onto the canvas to create professional proposals fast.

Your buyers receive a link where they can interact with your documents, leave comments, watch videos, customize pricing, and sign.

Organize all of your templates, sections, snippets, and images in a central library for reuse across your proposals.

Proposify gives your team the control and visibility to quickly create, track, and sign winning proposals while increasing your team's close rate.

What happens when America’s largest landscaping company revolutionizes their proposal process? Watch how Yellowstone’s Joseph Barnes uses Proposify to create, send, track and close winning proposals.

Official Downloads

(4)

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Samantha L.

IT Manager

Computer & Network Security

Mid-Market (51-1000 emp.)

12/14/2025

"Exceptional Proposal Creation and Seamless Collaboration"

4.5/5

What do you like best about Proposify?

Proposify is brilliant in creating quality and well polished proposals, and and this allows our brand to remain consistent and positive

The program has an inbuilt e-signature option and this facilitates the process of electronic document signing

The tool offers efficient proposal tracking mechanisms, and this increases the accuracy of the document dependability

The tool creates a suitable and friendly pricing table and this increases the affordability and efficiency

Proposify brings a satisfactory collaboration suite and this is through commenting, access approvals and efficient workflow management Review collected by and hosted on G2.com.

What do you dislike about Proposify?

Proposify has advanced technology that demands deeperr customization and this makes it hard to navigate as a beginner

Freelances and small team finds Proposify more expensive, and this locks most of them behind Review collected by and hosted on G2.com.

What problems is Proposify solving and how is that benefiting you?

The tool facilitates the creation of professional proposals, which includes formatting and proper editing

The program allows us to use content libraries and reusable templates and this reduces the time we use to create templates

The software guides us on proposal follow up, allowing us to analyze the engagement levels of this document

The centralization of marketing content ensures that the approvals are teal time and changes are made on time

The stress of electronic signatures are also fully supported and this combines the process of proposal creation, approval and then signature

We oversee the proposal performance through this app and this leads to proper execution of the changes required Review collected by and hosted on G2.com.

Abhijeet K.

Digital Marketing Team

Mid-Market (51-1000 emp.)

11/17/2025

"Effortless Proposal Creation with Professional Templates"

4.5/5

What do you like best about Proposify?

Proposify provides us different type of free templates for giving them business proposals for professional collaborations. we just select the template and edit the name, product details, pricing etc and the proposal plan become ready to deliver just in few minutes. Review collected by and hosted on G2.com.

What do you dislike about Proposify?

One of the main challenge of this software is its compatibility with mobile phones because most of us try to create the proposal plans from our personal devices only but its user interface is not compatible with Android or iOS mobile devices you can only work on PC or laptops on proposify. Review collected by and hosted on G2.com.

What problems is Proposify solving and how is that benefiting you?

Proposify provides its own customizable library where we can save tables, images, charts etc so that they can be used multiple times on different proposal letters and save a us a lot of time also the documents of this platform can be signed by other party online if they are also the user of the this tool without the physical presence of printed proposal letter Review collected by and hosted on G2.com.

Rohan T.

Marketing Team

Mid-Market (51-1000 emp.)

10/22/2025

"Customizable Proposals Made Easy with Proposify"

4.5/5

What do you like best about Proposify?

Proposify is a software that help us in creating customised proposal plans for our business so that we can brief in detail regarding our services as the software has different free and paid templetes available to add business logo and details on the customised quotation for our clients Review collected by and hosted on G2.com.

What do you dislike about Proposify?

For integrating MS Excel and other office files to the quotaplans you will need to buy the premium plan of proposify and the premium plan is also little costly. As quotation is something which can also be made in other softwares so spending a large amount of money for its premium is not worth at all according to my experience but I generally prefer using it's free plan Review collected by and hosted on G2.com.

What problems is Proposify solving and how is that benefiting you?

Giving different type of car detailing services to our customers is our day to day work and providing them a clean and clear quotation for those services is what we need to do everyday. So, we prefer to use proposify to give it a premium look and make it more descriptive so that the chances of customer conversion can increase. Review collected by and hosted on G2.com.

Neelesh M.

Technical Team Lead

Mid-Market (51-1000 emp.)

10/16/2025

"Great Platform For Creating Collaborative Business Proposals"

4.5/5

What do you like best about Proposify?

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. Review collected by and hosted on G2.com.

What do you dislike about Proposify?

Although there is customisation option available with multiple drag and drop options available for the editing to create the proposal letter but there are some advanced features like photo editing and adding audio files on the invitation letter is still unavailable in proposify. There subscription plan is little expensive for small business who want to use this platform for long term Review collected by and hosted on G2.com.

What problems is Proposify solving and how is that benefiting you?

This software works completely digitally so whenever we need to generate a proposal plan and send it to our fellow businesses, we create it from proposify. It can also hold digital signatures of all the business professionals that work in our organisation this feature enable us to take their input and signature on the document and get it approved even though when they are not available in the office. Review collected by and hosted on G2.com.

Anjali K.

Operations Manager

Mid-Market (51-1000 emp.)

11/22/2025

"AI-Powered Proposal Creation Made Easy"

4.5/5

What do you like best about Proposify?

Proposify is a AI based automated platform that helps our company dorto services in creating different type of proposal plans for other third party companies for business collaboration and exponential growth. Review collected by and hosted on G2.com.

What do you dislike about Proposify?

The templates of proposify is little outdated and they also need to be more customisable as Canva is also a similar platform that has much more feature than preposify and it is also more budget friendly. Review collected by and hosted on G2.com.

What problems is Proposify solving and how is that benefiting you?

All the proposal plans that are created through proposify are completely cloud based and it also help us in tracking that whether the client has opened the proposal or not and how much time they have invested in checking the complete plan. It tool also has digital signature and photograph verification for complete authenticity check. Review collected by and hosted on G2.com.

Nick H.

Office Manager and Pre-Sales Consultant

Information Technology and Services

Small-Business (50 or fewer emp.)

9/30/2025

"Good, but difficult to use"

2.5/5

What do you like best about Proposify?

With HubSpot’s strong integrations, raising a proposal directly in the opportunity and pulling through the key details, tracking, and completion notifications is really handy. Their large library of templates gives a solid starting point, with plenty of flexibility in how the final document looks. We tend to use Proposify at least once a day. Review collected by and hosted on G2.com.

What do you dislike about Proposify?

The document editor can be a bit tricky to work with. Changing templates isn’t always straightforward, and we’ve run into problems with edits not saving properly. The pricing tables are especially awkward, particularly with sizing. If you add a line item, the table suddenly blows up in size, and sometimes it won’t let you resize it. The only fix seems to be saving, closing, and reopening. Review collected by and hosted on G2.com.

Verified User in Marketing and Advertising

Enterprise (> 1000 emp.)

10/19/2025

Guest users or non-business users of the software, not included in G2 scores.

"Streamlines Proposals With Smart Insights, Minor Design Limitations"

4/5

What do you like best about Proposify?

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. Review collected by and hosted on G2.com.

What do you dislike about Proposify?

What I dislike about Proposify is that some of the design customization options can feel limited, especially when trying to match unique brand styles or complex layouts. Occasionally, larger proposals can be a bit slow to load, and collaboration features could be smoother when multiple team members are editing at once. Still, these are minor issues compared to the overall value the platform delivers. Review collected by and hosted on G2.com.

What problems is Proposify solving and how is that benefiting you?

Proposify is solving the challenge of managing and tracking multiple client proposals efficiently. Before using it, keeping documents organized and consistent across the team was time-consuming. Now, with standardized templates, built-in analytics, and integrated e-signatures, I can send professional proposals quickly and monitor client engagement in real time. This not only speeds up approvals but also helps improve our close rate and overall client experience. Review collected by and hosted on G2.com.

Chris V.

Sales Director

Mid-Market (51-1000 emp.)

2/14/2023

"My experience has been very positive."

5/5

What do you like best about Proposify?

The proposal is professional-looking and can be tailored to the customer in content and photos from the Unsplash library. Review collected by and hosted on G2.com.

What do you dislike about Proposify?

I have been locked out of features and had to call support. Also at times when the proposal is opened not all the features are available and you have to close out completely and then re-log into proposify again. Review collected by and hosted on G2.com.

EUGENIO J.

CEO

Mid-Market (51-1000 emp.)

10/11/2025

"Clean and Professional — Always Delivering Excellence."

5/5

What do you like best about Proposify?

This is an easy-to-use and professional proposal tool that consistently delivers reliable results and is straightforward to implement. Review collected by and hosted on G2.com.

What do you dislike about Proposify?

There isn't much more I can add—they really are exceptional. Review collected by and hosted on G2.com.

Christy O.

Small-Business (50 or fewer emp.)

8/1/2025

"Paid for a year in June 2025 - shut off my service in August - ZERO SUPPORT"

0/5

What do you like best about Proposify?

I liked that it had a proposal and delivery method - but they they ruined it when introducing AI Review collected by and hosted on G2.com.

What do you dislike about Proposify?

Complete lack of support or help - and the fact that I paid for a year, and was only able to use it 2months into my second year - I have the invoice show it paid, zero support, zero customer help - no recourse but to dispute with my bank Review collected by and hosted on G2.com.

Response from Kyle Racki of Proposify

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Thank you for taking the time to share your feedback. We sincerely apologize for the frustration you've experienced with our service and support.

We've been in contact with you regarding the billing notices you mentioned. As we explained, those monthly renewal notices are for add-on services like collaborative seats that show $0.00 unless actively used - though we understand these can be confusing and we're working to improve this experience.

Regarding the service interruption and support issues you encountered, this doesn't reflect the standard of service we strive to provide. We take all customer concerns seriously and would welcome the opportunity to review your specific case and work toward a resolution.

We're committed to improving both our product experience and customer support based on feedback like yours. If you're open to it, we'd appreciate the chance to connect directly to discuss your experience further.

Thank you again for your feedback - it helps us do better.

Proposify Customer Success Team