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

View More Pricing Information

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.

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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

Lisa L.

Director of Operations

Small-Business (50 or fewer emp.)

2/24/2025

"Proposify saves time & ensures consistency for remote teams"

5/5

What do you like best about Proposify?

It's quick to use and allows for consistency with a business that changes often. It allows our remote team to literally be on the same page for quotes, contracts, and more. We love how easy it is to use and manipulate a proposal to match the needs of each of our clients and use it every day to help entice guests to come to Catalina.

Set up was relatively simple given that we have a large variety of vendors & activities in our offering and we're able to easily use it with our CRM (ActiveCampaign) and utilize it as a tool to help ensure accuracy through our ticketing software (FareHarbor) especially for private groups and custom packages.

Their customer support is super helpful and friendly and I like that they bring a little humor to their chat support, too. It's also been nice to get communications from their leadership in our inbox. The emails are a quick read and have offered some good insights and jogged some good ideas while we're in our project mode season (off-season).

Would highly recommend (and have) for years. Review collected by and hosted on G2.com.

What do you dislike about Proposify?

It's easy to see when they are working on software updates (a good thing to happen so regularly) as the system can get a little bogged down at times. A quick refresh and it's back to business as usual. Review collected by and hosted on G2.com.

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

Proposify solves issues we used to have with consistency in content & pricing. It saves us time by have ready made pages that we've created instead of having to reinvent the wheel for every guest. Proposals used to take us up to 30-60 minutes to build. Now we're sending out proposals in under 10 minutes (usually in 3-5 for simple proposals). It's also ensuring our client and our team are on the same pages. Changes are made live in the proposal so the most recent version is the one we're all seeing & using. Review collected by and hosted on G2.com.

Kara B.

Agency Account Manager

Small-Business (50 or fewer emp.)

5/6/2021

"A great tool for helping yourself and your clients stay organized"

5/5

What do you like best about Proposify?

I've been using Proposify for several years now. We use it nearly every day. Before implementing the system, we were sending quotes in emails or

We've created our own templates for quotes, and I like that the system can calculate totals and discounts easily. I also love that my clients and team members can download a PDF of each quote to save in their files if needed. Proposify helps our team stay organized and gives our clients a professional experience. Review collected by and hosted on G2.com.

What do you dislike about Proposify?

I haven't been impressed by the Proposify mobile app. It's fine for checking in the status of proposals, but it's really difficult to create new proposals within the app. I ended up deleting the app entirely and only use Proposify on desktop. Review collected by and hosted on G2.com.

Yasmine L.

Bookings & Events Manager

Small-Business (50 or fewer emp.)

2/24/2025

"Proposify Perfection"

5/5

What do you like best about Proposify?

It's so user-friendly and aesthetically pleasing. I've used every tool and function on Proposify and have never had any trouble getting it to do what I need it to. The stats and metrics we have access to are particularly useful for my team- our sales have doubled since onboarding with Proposify. My team and I love creating content on the platform and our clients have been very impressed with how well it showcases our products and services. I've used other platforms before and I have to say this is by far my favourite yet. Review collected by and hosted on G2.com.

What do you dislike about Proposify?

When we first started, the platform did go down a few times and we weren't able to fix the issue ourselves. However, the support team quickly fixed our issues and we haven't had a problem since. Our team also expressed that it would be useful if we could filter out Proposals in order of view time- an update that could be really useful in Proposify's future. Review collected by and hosted on G2.com.

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

We work in a luxury creative industy- Proposify is the only effective medium we have (other than social media) to show clients all over the world what we offer. The integration with our CRM means that we can seamlessly export information, to create bespoke and personalised proposals for our clients. Review collected by and hosted on G2.com.

John M.

Managing Director

Design

Small-Business (50 or fewer emp.)

2/13/2023

"I love using Proposify!"

5/5

What do you like best about Proposify?

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.

What do you dislike about Proposify?

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.

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

I used to have a problem with generating slightly different proposals, and Proposify solved these with their proposal templates, which I based all my templates on. The introduction of optional fees in the fee tables was a great addition. Proposify helps our business seal deals and speeds up sign-ups. Also, we often get comments about the proposals and if we are up against a competitor we always win due to the professionism of the proposals. Also invoicing directly to Xero is a great way for us to bill once clients sign up. Review collected by and hosted on G2.com.

Verified User in Information Technology and Services

Mid-Market (51-1000 emp.)

10/7/2025

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

"Proposify made it really easy for me to create, send, and track proposals."

4/5

What do you like best about Proposify?

I really like how easy it is to use — the templates look great, it’s simple to customize them, and I can track when someone opens or views my proposal. It makes the whole process smooth and professional. Review collected by and hosted on G2.com.

What do you dislike about Proposify?

Sometimes it takes a bit of time to load larger proposals, and the formatting can get tricky if I make too many edits. Other than that, it works really well. Review collected by and hosted on G2.com.

Ryan A.

Video Production and Digital Marketing Specialist

Small-Business (50 or fewer emp.)

2/11/2025

"A Good Proposal Tool Our Company"

4/5

What do you like best about Proposify?

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.

What do you dislike about Proposify?

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.

Sara R.

Web designer

Small-Business (50 or fewer emp.)

7/14/2025

"Proposify was one of the best investments for my business"

5/5

What do you like best about Proposify?

It's ease of use and customization. Plus, clients are super impressed with the professional formatting. Review collected by and hosted on G2.com.

What do you dislike about Proposify?

There is very little I dislike about Proposify- I struggled a bit with the pricing chart customization but figured it out after reaching out for support. Review collected by and hosted on G2.com.

roy l.

Business Development Manager

Mid-Market (51-1000 emp.)

8/20/2025

"it has created the most beautiful presentations."

4.5/5

What do you like best about Proposify?

Fast, beautiful, and efficient. I highly recommend it! Review collected by and hosted on G2.com.

What do you dislike about Proposify?

I have not found a reason to dislike anything so far. Review collected by and hosted on G2.com.

Pablo R.

Mortgage Specialist

Small-Business (50 or fewer emp.)

10/7/2025

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

"Great for proposal"

5/5

What do you like best about Proposify?

It's a great tool for sending proposals, especially if you're seeking a user-friendly platform with appealing design. Review collected by and hosted on G2.com.

What do you dislike about Proposify?

At times, the customer service response can be somewhat slow. Review collected by and hosted on G2.com.