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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Monica C.

Business Development Manager

Small-Business (50 or fewer emp.)

2/25/2025

"Gresat Detail and Visuals"

4.5/5

What do you like best about Proposify?

How professional it is. Some of my customers love the detail and the pictures and videos Review collected by and hosted on G2.com.

What do you dislike about Proposify?

Some of the most common negative feedback I get from clients is that it is too may pages. I know that is not the software but out company. I also don't like that some of the information doesn't transfer over and we have to type information multiple times. Also, Wehn uploading pictures it is a timely process. Review collected by and hosted on G2.com.

Mike L.

President and Investment Advisor

Small-Business (50 or fewer emp.)

2/24/2025

"Proposal to Signed Contract in One Go"

4.5/5

What do you like best about Proposify?

I like that it is a one stop shop for proposals and contracts. Review collected by and hosted on G2.com.

What do you dislike about Proposify?

It can be cumbersome at time to edit the proposal to get it to look the way I like. Review collected by and hosted on G2.com.

Nadine T.

Director, Customer experience & business development

Small-Business (50 or fewer emp.)

10/23/2024

"Proposify makes tracking proposals easy and seamless to our clients."

4.5/5

What do you like best about Proposify?

Best feature is the fact that changes are dynamic in the proposal; I dont have to resend the proposal when I make a change, the link is automatically updated for whoever has it. I also love to be alerted when a given proposal has been seen, for how long, and so on.

It is also rather intuitive and easy to use, once the initial templates have been created. Review collected by and hosted on G2.com.

What do you dislike about Proposify?

I would like additional features to cascades sections changes through all my templates. Also, the option to alert additional people on the sendee's end when a proposal is won sould be nice. Review collected by and hosted on G2.com.

Seth W.

Owner

Small-Business (50 or fewer emp.)

5/1/2024

"Take your proposals to the next level!"

5/5

What do you like best about Proposify?

ease of use, ability to include moving gif images, notifications, and more. Review collected by and hosted on G2.com.

What do you dislike about Proposify?

not much I can think of.... Price, but that's b/c I am cheap LOL Review collected by and hosted on G2.com.

Britton E.

Assistant

Small-Business (50 or fewer emp.)

11/7/2024

"Professional and easy to use"

5/5

What do you like best about Proposify?

I like that proposify is easy to use. The end result looks professional. A lot of work has been put into this program to ensure that the customers are getting what they need in an attractive manner. I like that proposals can be sent electronically, saving paper and a lot of unnecessary steps. Review collected by and hosted on G2.com.

What do you dislike about Proposify?

It took me a bit to understand how to use the program. Thankfully, the support staff is amazing. Shout out to Nick specifically. Review collected by and hosted on G2.com.

Jim K.

Vice President, Marketing & Industry Relations

Mid-Market (51-1000 emp.)

5/12/2024

"Proposify has accelerated our growth"

5/5

What do you like best about Proposify?

It is an easy-to-use solution, particularly for those on our team who are not IT savvy. Beyond that it is flexible and dynamic enough to deal with the varying types and volume of business we have. Customer service is always there when needed which is critical as we are in the system daily. Review collected by and hosted on G2.com.

What do you dislike about Proposify?

API with Salesforce has a few challenges, but they are being addressed Review collected by and hosted on G2.com.

Grant L.

CRO

Small-Business (50 or fewer emp.)

1/10/2023

"Great tool"

5/5

What do you like best about Proposify?

This is one of the best tools for sending agreements I have ever used. We've tried a few others and this one is the best by far. Very happy to recommend this to anyone! Review collected by and hosted on G2.com.

What do you dislike about Proposify?

The downsides of proposalfy are that they got rid of the follow-up feature. you use to be able to schedule reminders for when you want the tool to send reminder emails. Review collected by and hosted on G2.com.

Cassandra S.

Business Dev

Small-Business (50 or fewer emp.)

5/9/2024

"Its good"

3.5/5

What do you like best about Proposify?

All proposals are templated and easy to use, ease of intergration with my CRM Review collected by and hosted on G2.com.

What do you dislike about Proposify?

Editing the proposals, copy and pasting is a pain Review collected by and hosted on G2.com.

Verified User in Computer Software

Small-Business (50 or fewer emp.)

11/19/2024

"Intuitive, fast, and great data on buyer behavior"

4/5

What do you like best about Proposify?

Number one feature for me of Proposify is the ability to quickly reuse existing proposals and quickly edit a couple of key fields and the changes flow thru to the rest of the document. As well the ability to see when a potential client has viewed the proposal, how long they viewed it, etc. is great for understanding buyer behavior. Review collected by and hosted on G2.com.

What do you dislike about Proposify?

The refresh of updates to a proposal don't always happen as quickly or in realtime. Due to this myself and others on our team will save , refresh, and then double check to make sure the recent edits are there. Review collected by and hosted on G2.com.

Hillary D.

Marketing Supervisor

Mid-Market (51-1000 emp.)

10/23/2024

"Easy to use and extremely efficient"

4.5/5

What do you like best about Proposify?

Having specific templates has made the proposal process much quicker and more streamlined. I like that pages can be placed in different order very easily. OUr proposals have become much more elevated in appearance. The metrics are extremely helpful as well.The customer support is fabulous- very responsive. The integration with HubSpot is absolutely the best part of the entire process. Review collected by and hosted on G2.com.

What do you dislike about Proposify?

I wish the pages had snap to lines so it would be easier to line everything up. Review collected by and hosted on G2.com.