Proposify Reviews & Product Details

I love how easy Proposify is to use. Once we set up our templates for our basic proposal structure, sending out proposals is incredibly quick and efficient. It has saved us a lot of time and keeps our process streamlined. Plus, the proposals look very professional when our clients receive them. Review collected by and hosted on G2.com.

I feel that using the editor can be frustrating at times - especially when it comes to text formatting and the tables. I find that the tables are usually kind of glitchy, which is a bit frustrating. Also, copying and pasting from a Word Document into Proposify typically does not work, as the formatting gets all messed us.

Our clients have also had issues receiving and/or opening the proposals from Proposify, which we typically solve by sending them a PDF. This isn't the end of the world, but it is an extra step that sometimes needs to happen. Review collected by and hosted on G2.com.

We like Proposify because it manages one particular part of our business really well, the proposal and contracts area.

Where we like it is that if you're going into Proposify it's making you focus on the potential and current clients and the body of work you will be undertaking for the client.

Once a template is made, which is fairly easy, the re-usability of the template saves us time and effort especially when we have another request come through our front door for the same or similar services.

We've been using Proposify for some years, and the times I've had to contact customer support, has been painless. The staff know their product well and provide exceptional support.

It's been a great experience using Proposify and the value it has brought to our business. Review collected by and hosted on G2.com.

The editor has been cumbersome to use up till now. I've seen a quick video of the new editor and so far I like what I've seen. That may well overcome my issues I have using Proposify. Review collected by and hosted on G2.com.

One of the main reasons my team chose Proposify over other competitors was their excellent customer service. Each rep/proposify professional we have worked with in our implementation has been helpful, patient, and reliable. I also like that the platform is user-friendly and aesthetically pleasing. One of my favorite features is the duplication feature. This is valuable to my team as many of our proposals are similar to ones issued before. This is vital for our users as many times we have very tight turnaround times. Review collected by and hosted on G2.com.

One feature I don't love about Proposify is the tables. It doesn't let you change the width of the columns. If the table is on a page flow page, you can't adjust the size. You have to click off the side of the page and createa new table in order to make it the size you want. It is not a huge problem, just something to got used to. Review collected by and hosted on G2.com.

We are a SaaS company, so we generate proposals all day. Proposify makes it easy to generate proposals that can quickly be adjusted to meet our prospects' subscription needs with the simple check of a box. We also love the ability to track and gain insights into how our prospects interact with each proposal to help us better rate our opportunities. Review collected by and hosted on G2.com.

The only thing I find a bit restrictive is the pricing tables. While it is easy to set a table up, there can be a lot of whitespace without manually adjusting and tweaking the template. Also, discounting needs to be at the line item level, and it would be nice to have the ability to discount a total. Review collected by and hosted on G2.com.

We love that we can streamline your proposal development process. As with any application, it's about setting things up correctly and understanding how setting up a proposal online differs from using more traditional means (Microsoft Word, Adobe InDesign, etc.). The system is pretty savvy; once you have the proposal and templates set, it can go quickly. We love that we can track open rates and where potential clients spend their time on the proposal. We also like the ability to sign off and accept proposals very easily. Customer support is very responsive. Review collected by and hosted on G2.com.

It takes a lot of getting used to working in this online app/program with a very templated system. There is flexibility, but you also need to learn a lot of workarounds, especially when it comes to text formatting. Proposify seems to continue updating its user experience. The pros outweigh the cons. I wish they also allowed Grammarly or some kind of AI grammer and writing tool. Review collected by and hosted on G2.com.

I have been a Proposify user since 2014 and send all my proposals using it. Ease of use, constantly improving functionality and great support are why I use it. My Close rate is 99% and that is down to the graphical facilities and the flexible functionality that Proposify offers. If I get any rare problems, the Proposify team sorts them out the same day, sometimes within the same hour. I have stayed loyal to Proposify even as other software proposal platforms have tried to tempt me away, but Proposify functions just the way I think it should. Review collected by and hosted on G2.com.

The constant improvements, year in and year out have made it a valuable part of my business. I couldn't envisage not having it in my arsenal of trusted software and I don't dislike anything about it. Review collected by and hosted on G2.com.

I just have to share how much Proposify has transformed the way I handle proposals and contracts. Seriously, it’s been a game-changer for me!

Creating proposals used to feel like such a chore, but with Proposify, it’s actually enjoyable! The templates are sleek and super easy to customize, which means I can whip up a professional-looking proposal in no time. Plus, the tracking feature? Total lifesaver! I can see exactly when clients open my proposals and how they’re engaging with them. That insight lets me follow up at just the right moment, and I’ve noticed a real boost in my win rates since I started using it.

One of the best parts? The contract signing process is so smooth now. Clients can sign digitally, which eliminates all the annoying back-and-forth. This not only speeds things up but also makes the whole experience feel more modern and efficient. I can’t tell you how great it feels to close deals faster!

Beyond just closing deals, Proposify has really helped me step up my customer service game. Each proposal feels personalized and professional, which shows clients that I genuinely care about their needs. Plus, having all the proposal details in one place makes it so much easier for me to keep track of interactions and follow up effectively.

In short, Proposify has made such a positive impact on my business. It’s not just about winning deals and contracts; it’s about building better relationships with my clients. If you’re looking to elevate your proposal process and improve your customer service, I can’t recommend Proposify enough! Review collected by and hosted on G2.com.

One thing to keep in mind is that the web interface for designing proposals can be a bit sluggish, especially when you’re creating a new template from scratch. It can sometimes feel a little slow, which can be frustrating. However, once you have your templates set up, reusing them is a breeze! That makes the initial effort totally worth it in the long ru Review collected by and hosted on G2.com.

The content, ease of use, customer support, frequency of use, web-based platform! My company used to use Expedience which was good but we were limited to what Microsoft Word could do. Now we can easily integrate videos, make comments online, and see if our email has been opened. I personally enjoy the creative freedom I have. I can easily add pictures, shapes, colors, videos, and really add that WOW factor. Review collected by and hosted on G2.com.

A lot of account reps and recipients want to download a pdf copy. Our smallest proposal file size is 38 MB - which is not email-friendly. I demonstrated this to Nick online. He has moved this on to tech support.

The LAG. All of our account reps and even my manager are frustrated by the lag. You scroll up and the page takes a while to load. You click and drag an image or text box and it stutters and stops. Sometimes the page even crashes. It's a bit embarrassing when that happens during a tutorial.

Copying and pasting text from a word document does not translate well into Proposify. Most of our Account Reps write their cover letters and financials in Microsoft Word. When they copy and paste it into Proposify, it is a frustrating user experience for them.

We have been informed that the lag will be taken care of in June. Once that is done, I think more of our account reps will be on board! And I will bump up my product review to 10 outta 10!

^ Okay so follow-up. This has not been taken care of yet. Something about moving on to a new online platform? Review collected by and hosted on G2.com.

Proposify is an invaluable tool for web design agencies looking to streamline their proposal creation and management process. The platform offers a user-friendly interface that allows teams to craft visually appealing, customized proposals with ease. Its template library and drag-and-drop features save time, while the ability to track client engagement with proposals provides crucial insights for follow-ups. The integration with CRM systems is seamless, helping to keep sales workflows organized. Overall, Proposify enhances professionalism, speeds up the proposal process, and improves client communication—making it an excellent choice for agencies focused on growth and efficiency. Review collected by and hosted on G2.com.

No dislikes. Any issues we've had their live chat support has resolved in a timely manner. Review collected by and hosted on G2.com.

I love that it integrates directly with my CRM. I can pull the data directly into my proposal, and it updates the CRM based on whether it Won or Lost. It saves time from entering certain data.

I also like that it tracks when someone reviews the proposal and which sections they spend the most time on. Review collected by and hosted on G2.com.

There's not much to dislike. However, it would be helpful to customize which fields I would like to import from my CRM. Review collected by and hosted on G2.com.