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 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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Verified User in Computer Software

Small-Business (50 or fewer emp.)

6/24/2025

"Not a fan"

0.5/5

What do you like best about Proposify?

The benefit of Proposify was we had a lot of flexibility to adjust the proposals for pricing, but that was about it Review collected by and hosted on G2.com.

What do you dislike about Proposify?

The UI was the most unhelpful UI. Having so many different spots to get your mouse *just right* was absurd.

It was not user friendly. Whenever I sent the proposal for approval I had to send a separate slack message to the approver with what was changed and any notes that were made on the adjustment.

The having to click in just the right spots for pricing was a pain. Yeah there were some good options but we moved away from the shared frustration. Review collected by and hosted on G2.com.

Andy P.

Sales and Community Manager

Small-Business (50 or fewer emp.)

8/12/2021

"The easy way to do proposals"

4.5/5

What do you like best about Proposify?

Proposify makes it easy to send a professional, comprehensive and customisable proposal to potential clients within minutes. Once you have set up the templates a few clicks and personal customisations and a great-looking proposal make it to their inbox. Review collected by and hosted on G2.com.

What do you dislike about Proposify?

The editing functionality is can be glitchy and sometimes isn't a smooth process compared to using other services like Google Docs, Microsoft Word etc... Review collected by and hosted on G2.com.

Recommendations to others considering Proposify:

To take their time when setting things up to make it easier later on. Review collected by and hosted on G2.com.

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

Getting proposals to clients quickly and efficiently. Knowing when our clients have viewed a proposal to be able to strike while the lead is hot. Review collected by and hosted on G2.com.

Chris M.

Director - Digital Business Consultant

Small-Business (50 or fewer emp.)

7/30/2024

"A core tools for our business"

4.5/5

What do you like best about Proposify?

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.

What do you dislike about Proposify?

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.

Chris T.

IFMA Train-the-Trainer Instructor

Small-Business (50 or fewer emp.)

5/11/2020

"Been using Proposify for years- totally worth it!"

5/5

What do you like best about Proposify?

The ease of navigation and payment within Proposify has been the most positive feedback we have heard from our clients. Review collected by and hosted on G2.com.

What do you dislike about Proposify?

The page builder can be a bit hard to use. Designing inside the builder is not something I would consider user friendly. this takes up way too much time to get everything just right. Review collected by and hosted on G2.com.

Recommendations to others considering Proposify:

I have been able to close deals with Proposify that may have been out of reach prior to using Proposify. Review collected by and hosted on G2.com.

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

Being able to have my potential client move through the proposal stages and seeing how they interact with the software is helpful. Review collected by and hosted on G2.com.

Response from Elise Snow-Kropla of Proposify

edit

Hi Christopher,

So great to hear you're closing more deals! Your feedback is helpful for our team and we're glad you took the time to leave us a review.

Best of luck with any upcoming proposals!

Lauren M.

Marketing & HR Administrative Specialist

Small-Business (50 or fewer emp.)

10/24/2024

"Loving Proposify so far!!!!"

4/5

What do you like best about Proposify?

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.

What do you dislike about Proposify?

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.

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

Since we are still in the implementation process of Proposify, we haven't gotten to rolling this out to the entire team. I am currently the only user actively making proposals. With that being said, it has made my job must easier as I get more comfortable with the platform. I love that I am quickly able to duplicate content and make templates for specific industries/services. This makes my process significantly quicker!!! Proposify is solving my problems with quick turnaround times, allowing me to get proposals put together at a much faster rate. Review collected by and hosted on G2.com.

Brian D.

Co-Founder and CRO

Small-Business (50 or fewer emp.)

7/9/2024

"Cannot generate a great looking proposal faster or easier?"

5/5

What do you like best about Proposify?

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.

What do you dislike about Proposify?

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.

Kimberly W.

Web Design Studio Owner

Small-Business (50 or fewer emp.)

2/24/2025

"Gamechanger for business"

5/5

What do you like best about Proposify?

Proposify has really changed the game for me in being able to give professional web proposals to potential clients! I am a small one person business and do not send out proposals often, so being able to use their free plan has been a tremendous blessing. I'm a 3 year long user and still love it and am very thankful for their product! Review collected by and hosted on G2.com.

What do you dislike about Proposify?

Sometimes getting the font size and line-heights to be what I want can be difficult. Review collected by and hosted on G2.com.

Jeff A.

President & CEO

Small-Business (50 or fewer emp.)

10/17/2024

"Slick but glitchy"

3.5/5

What do you like best about Proposify?

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.

What do you dislike about Proposify?

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.

Mike M.

CEO/Agency Management

Small-Business (50 or fewer emp.)

6/3/2021

"Help me win deals, keep clients and enforce contracts"

5/5

What do you like best about Proposify?

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.

What do you dislike about Proposify?

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.

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

Proposify addresses several key challenges that many businesses face when it comes to proposals and contracts. Here’s a breakdown of the problems it solves and how those solutions benefit you:

1. Time-Consuming Proposal Creation

Problem: Crafting proposals can be tedious and time-intensive, especially without a streamlined process. Benefit: Proposify offers customizable templates, allowing you to create professional proposals quickly. This saves you time and lets you focus on other important tasks.

2. Lack of Insights on Client Engagement

Problem: It can be hard to know how clients are interacting with your proposals, leading to missed follow-up opportunities. Benefit: The tracking feature shows you when clients open your proposals and how they engage with them. This insight helps you follow up strategically, increasing your chances of closing deals.

3. Cumbersome Contract Signing

Problem: Traditional contract signing can involve a lot of back-and-forth and delays. Benefit: Proposify streamlines the contract signing process with digital signatures, making it faster and easier for clients to finalize agreements. This reduces delays and improves your closing rate.

4. Inconsistent Branding and Presentation

Problem: Ensuring consistency in branding across proposals can be challenging, especially if multiple team members are involved. Benefit: With Proposify’s templates, you can maintain a consistent look and feel across all your proposals, reinforcing your brand image and professionalism.

5. Difficulty in Managing and Storing Proposals

Problem: Keeping track of multiple proposals and their versions can become chaotic. Benefit: Proposify centralizes all your proposals in one place, making it easy to manage, track, and retrieve them whenever needed. Review collected by and hosted on G2.com.