Proposify

4.4 (296)
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Create compelling proposals. Close with confidence.

Overall rating

4.4 /5
(296)
Value for Money
4.3/5
Features
4.3/5
Ease of Use
4.2/5
Customer Support
4.4/5

88%
recommended this app
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296 Reviews for UK Users

Aman Preet
Aman Preet
Overall rating
  • Industry: Retail
  • Company size: 10,000+ Employees
  • Used Weekly for 6-12 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 7.0 /10

Pros and cons of Proposify

Reviewed on 14/07/2022

Overall experience with Proposify is nice as it fullfill our current requirements quite well hence...

Overall experience with Proposify is nice as it fullfill our current requirements quite well hence one can go with Proposify software if they wanna have right workflow management tool.

Pros

Our dependency with CRM tools is based on our current requirements and the main reason of using Proposify is to have perfect documents signature as well as ideal workflow management system which could automate the process and here Proposify did it job quite well.

Cons

The efficiency of using other tools in collaboration with Proposify is not that good as for handling and improving documents that is required. Hence this is something where our team felt the improvement is required.

Alternatives Considered

Docusign and Dropbox DocSend

Reasons for Choosing Proposify

The pricing and content management of above tools were not fitting into our current requirements.
Susan
Susan
Overall rating
  • Industry: Construction
  • Company size: 2–10 Employees
  • Used Daily for 1-5 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

Love it.

Reviewed on 11/10/2019

Really good so far (it's only been a few weeks). Very easy to see the status of your proposals and...

Really good so far (it's only been a few weeks). Very easy to see the status of your proposals and I love the links to Infusionsoft and the ability to automate followup which were both missing in our previous software.

Pros

Beautiful looking proposals, easy to use templates and libraries, very impressive for clients and it looks great when printed out too.

Cons

Set up of our template was a little daunting but we used Belt Creative to help us which was well worth the investment.

Response from Proposify Inc.

Hi Susan, thanks for taking a moment to write a review of our software. Fantastic that Belt Creative helped you get started, and that your clients are impressed! That's really great feedback, and we're excited for you to continue seeing the benefits of Proposify. Definitely let us know your thoughts at the six-month and 12-month marks! Best of luck with any upcoming proposals, and happy closing!

Jamie
Overall rating
  • Industry: Business Supplies & Equipment
  • Company size: 11–50 Employees
  • Used Daily for 6-12 months
  • Review Source

Overall rating

  • Ease of Use
  • Likelihood to recommend 2.0 /10

The right idea but the execution lacks

Reviewed on 27/10/2024

Pros

The ability to send professional proposals is incredibly useful

Cons

Its clunky, difficult to use and when I used it wasn’t properly integrated with Salesforce for ease

Dinos
Dinos
Overall rating
  • Industry: Marketing & Advertising
  • Company size: Self Employed
  • Used Monthly for 1+ year
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

Churning out proposals faster than typing “lets send them a proposal”…

Reviewed on 24/05/2022

I’d choose Proposify over many of the others out there in the marketplace since it has everything I...

I’d choose Proposify over many of the others out there in the marketplace since it has everything I need to create proposals and good looking ones that win clients for my company.

Pros

UI is great, functionality helps get good looking proposals out there fast. Pricing tables with options and wonderful and the integrations are good too.

Cons

Not much…wish it would integrate with QuickBooks Payments in addition to Stripe, or just offer another payment processor integration like WePay or *something* so I wouldn’t even need to integrate my accounting system.

Katie
Overall rating
  • Industry: Marketing & Advertising
  • Company size: 11–50 Employees
  • Used Daily for 1+ year
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

Proposify review

Reviewed on 11/09/2024

It has been a great experience! Love the platform

It has been a great experience! Love the platform

Pros

Easy to use and integrates well with CRM

Cons

I like the platform alot nothing I dont really like.

Melanie
Melanie
Overall rating
  • Industry: Professional Training & Coaching
  • Company size: 2–10 Employees
  • Used Monthly for 6-12 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 6.0 /10

Robust and Relevant but Has Competition

Reviewed on 09/07/2023

Solid resource but not for everyone. Quality and consistent way to elevate your brand. Some...

Solid resource but not for everyone. Quality and consistent way to elevate your brand. Some glitches but overall, works well.

Pros

I was excited to give Proposify a try because I do a great deal of professional document designs. I have also had a handful of clients trial it before ultimately deciding on a program to meet their needs. I like that users could easily modify the templates and that there are a variety of quality templates available. This enables users to create branded documents with professional look and feel and to do so consistently. A service like Proposify helps to save time which ultimately translates to saving money. It’s a good resource if you’re doing high volume sales presentations or pitches.

Cons

I disliked the pricing options as they are somewhat restrictive and seem to exclude a population of customers who might be interested in a one-off or two-off solution. This makes them not as attractive as some of their competitors but a great option for others and it may not be the most ideal if you’re not doing a high volume of pitches or proposals.

Alternatives Considered

Better Proposals, HoneyBook, PandaDoc, LivePlan and Qwilr

Reasons for Switching to Proposify

I trialed it, but ultimately didn’t keep it long.
James
Overall rating
  • Industry: Transportation/Trucking/Railroad
  • Company size: 11–50 Employees
  • Used Weekly for 1+ year
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 8.0 /10

Jamie Harvey w/ OMA Review

Reviewed on 17/09/2024

Good to have depository of past proposals and duplicating is easy method to quickly get a new...

Good to have depository of past proposals and duplicating is easy method to quickly get a new submission out the door; also like ability to pull up known contacts and companies.

Pros

Once we established a MS word template to customize scope of work, we then create PDF which has simplified everything else; it works well for what we need.

Cons

Difficult to customize and navigate but effective proposal tool plus my coordinator is able to log in as well so we both have access to our proposals as needed.

Julie
Overall rating
  • Industry: Facilities Services
  • Company size: 11–50 Employees
  • Used Daily for 1+ year
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 8.0 /10

proposify daily user

Reviewed on 06/09/2024

good, fast. sometimes it locks up and i need to reboot, but not often

good, fast. sometimes it locks up and i need to reboot, but not often

Pros

The ease of putting together a proposal. client management

Cons

tracking issues with a proposal being viewed or downloaded

Daniel
Overall rating
  • Industry: Retail
  • Company size: 11–50 Employees
  • Used Daily for 6-12 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 7.0 /10

Great Tracking of Proposals

Reviewed on 06/09/2024

It's good. Easy to bring up won proposals, duplicate, modify and copy the link

It's good. Easy to bring up won proposals, duplicate, modify and copy the link

Pros

Keeps track of all proposals and their status, all companies and contacts. Easy to duplicate an existing proposal and modify, copy link and put into an email

Cons

It takes too long to load, look up, go back etc. Too slow

Megan
Overall rating
  • Industry: Construction
  • Company size: 501–1,000 Employees
  • Used Weekly for 1+ year
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 8.0 /10

A Huge Help

Reviewed on 11/09/2024

Proposify has been a great tool for our company. It allows my team to send information in a clean,...

Proposify has been a great tool for our company. It allows my team to send information in a clean, easy to read format that we didn't have previously

Pros

clean presentation and the ability to add templated material

Cons

sometimes editing can be difficult if while using a template

Jessica
Overall rating
  • Industry: Accounting
  • Company size: 11–50 Employees
  • Used Weekly for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 8.0 /10

Easy to use, after a bit of practice

Reviewed on 04/03/2024

We are happy with it and will continue using it!

We are happy with it and will continue using it!

Pros

Keeps track of all our outstanding proposals, and seeing who has viewed the proposal and when. Notification of when a proposal is won or lost

Cons

Takes a bit of practice to work out the best way to use the app for your needs.
I wish it integrated with Quickbooks Enterprise

Verified Reviewer
Overall rating
  • Industry: Entertainment
  • Company size: 2–10 Employees
  • Used Monthly for 1-5 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 4.0 /10

Interesting integration choices

Reviewed on 22/02/2024

Pros

We've never used anything that allowed us to make proposals and generate next steps from the proposals, or track the proposals. This was something new that Proposify offered which was my company was trying it out. It's a bit of a unique spin and was useful.

Cons

It's not a con exactly but for a small team, we didn't need this level of tracking. I'd rather text a salesperson and say "hey what's going on with x" than look it up online. But for larger companies it might be perfect.

Catalina
Overall rating
  • Industry: Events Services
  • Company size: 11–50 Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 2.0 /10

Great in concept but buggy as hell

Reviewed on 13/01/2022

Overall it WAS a great product. It's going through growing pains but they don't seem to be growing...

Overall it WAS a great product. It's going through growing pains but they don't seem to be growing out of it anytime fast. The support is somewhat responsive although 9/10 I get a canned response that doesn't really answer my question. If you are using the exact same template over and over again with no changes then you will probably have no issues but if you build a custom proposal for your clients it will be a frustrating task.

Pros

I love how it streamlines our proposal presentation to clients. We are able to quickly produce proposals that look beautiful and help us close... when there are no changes needed to be made to the template.

Cons

In seems that over the past few years the dev consistency has gone down a lot. There are a lot of feature updates but more and more bugs. Simple things that should be flushed out before deployment are not being done and this has been something I have seen for over a year and a half.

The biggest issue so far has been pricing tables. You're prompted to update to the new tables but it never works. Support just tells you to do a few workarounds and sometimes it works and sometimes it doesn't. We don't have time to teach our entire team how to navigate the bugs.

Before that there was a bug with being able to update simple text, you couldn't select a text box and you had to refresh every time.

Before that, your templates would load blurry and then you had to scroll all the way to the bottom of the page then back up to be able to edit anything.

I used to love this software so much but I don't know what happened. It went from saving us time to costing us time and causing hours of frustration. A common phrase of frustration in our office is "Why Proposify" WHY???" I am in the process of looking for an alternate to move my entire team to.

Response from Proposify Inc.

Hi Catalina! Thanks for leaving your review. Feedback like yours helps us get better! Customizing templates can sometimes be challenging. We now offer a custom template service, where our designers work with clients to create dream proposal templates! We also offer consultations to help our customers build better custom templates. Please let us know if these services are right for you and your team. We have received customer feedback about the pricing tables and have launched an internal team to focus on improving this experience. Our VP of Product would like to hear more about your experience, to help improve the overall product and your direct experience with Proposify. If you're interested, please reply to this thread and we will get you in touch.

Matt
Overall rating
  • Industry: Music
  • Company size: 2–10 Employees
  • Used Daily for 1-5 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 4.0 /10

Great in concept, but buggy

Reviewed on 11/04/2017

We switched to Proposify from Bidsketch to solve a bunch of problems. Proposify is great on the...

We switched to Proposify from Bidsketch to solve a bunch of problems. Proposify is great on the surface and as an idea, but there are many things we don't like. Nonetheless, we're stuck with it for now.

Pros: Proposify streamlines our proposal writing process, clean UI, pricing tables that do math. Staff is helpful and responsive. I love that we can spin up proposals very quickly with templates. It would be basically perfect if it weren't for the cons.

Cons: This software is still full of bugs. There have been several instances where data has been lost, or unexpected behavior happens. It's extremely frustrating and time consuming when these bugs happen. I've probably submitted 20 bugs over the past month. Examples include formatting buttons that don't work, pages breaking and crashing etc.

There are many features that leave us scratching our heads and asking either "why isn't this a feature" or "why IS this a feature?

Examples:
-You can add sales tax to pricing tables, but sales tax doesn't reflect in the totals.
-Pricing tables are very difficult to customize
-Pricing tables that are longer than one page cannot flow into a second page. If you do want them to flow into a second page, you have to create a special type of page from the start that can ONLY have the pricing table on it.
-When you go through revision history, you see data from OTHER proposals that share the same type of section.
-You can't format text in snippets. To see what it looks like you have to drag the snippet into one of your sections or templates.
-The navigation is super clunky and not natural. I find myself clicking around a lot looking for things.
... and many more

Bottom line:
I want to have faith in this but I'm close to start looking at other options. We've had more than one catastrophic failure that has cost us tremendously and I'm at the point where I don't feel that I can rely on Proposify as a tool because I never can be 100% certain that it's going to work properly.

Proposify should really take some time and listen to their users, and try writing some proposals themselves and experience the process. If they were willing I'd personally love to hop on the phone and talk through some suggestions for improvement, and I'm sure other users would feel the same way. I feel kind of bad for how much I've had to bother their support staff with bugs and issues.

If Proposify improves, I'll come back and update my rating.

Response from Proposify Inc.

Hi Matt,

We really appreciate you taking the time to provide feedback. We take it to heart, and it helps us improve Proposify.

Our support team would love to jump on a call in the near future to chat more about it, and will be in touch to set up a time if you are interested.

Thanks again!

Scott
Scott
Overall rating
  • Industry: Public Relations & Communications
  • Company size: 2–10 Employees
  • Used Monthly for 1+ year
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 8.0 /10

Fleixible and Professional Proposal Software

Reviewed on 28/07/2021

Proposify helps me develop professional looking proposals that are easy to share with prospects and...

Proposify helps me develop professional looking proposals that are easy to share with prospects and easy to edit.

Pros

I like the various options that are included on the platform that make it easy to customize a proposal. The templates included are also quite helpful. Also the metrics options to see engagement rates for proposals is a great way to get insight into the possible interest of prospects.

Cons

For the text boxes, a spellcheck featured is badly needed.

Response from Proposify Inc.

Hi Scott, thanks for leaving this review!

We're happy to hear you love our software and proposal tracking, but you're right we don't have spell-check in our editor, but if you use a Grammarly integration, you can use it with the Editor in Proposify!

We hope this helps - Happy closing and thanks again for all your feedback.

EBIN
EBIN
Overall rating
  • Industry: Human Resources
  • Company size: 11–50 Employees
  • Used Weekly for 6-12 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 8.0 /10

One of the best tool to make your proposals more easily and effectively

Reviewed on 06/04/2019

We can now track our proposals in time and followup with them such that the chance of getting them...

We can now track our proposals in time and followup with them such that the chance of getting them cold is very low. Proposify helps us to maintain a strong communication with the client and thereby generating more sales.

Pros

The best part about Proposify is that there is no need to search for templates on the internet that match your proposals, it has al the needy templates on the system. While selecting the proposal type the template design gets added automatically thus saving much time. We are also interested to see that a lot of third party integrations can be done on this tool like adding in Zoho platform etc. The major use case that we can see is the ease of creating a proposal and have the follow up done. Really a great tool to work with.

Cons

The major issue is that the pricing and the feature set is limited, saying we cant add more images to the layout like we had done on MS word. Please cleat this issues asap.

Response from Proposify Inc.

Hi Ebin,

Thanks for leaving us a review. It's great to hear that you're making use of the template gallery and the available integrations!

You should be able to add as many images as you want to your proposals (keeping in mind file size restrictions). If you have issues adding images to your proposals or want to clarify the maximum file sizes, be sure to reach out to our Support team in-app or via email ([email protected]). They'll be happy to assist you and make sure your proposals are looking exactly how you want them to!

Happy closing!

Krisjan
Krisjan
Overall rating
  • Industry: Architecture & Planning
  • Company size: 2–10 Employees
  • Used Daily for 6-12 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

Proposify Is The Best

Reviewed on 27/09/2016

I own a Landscape Architecture firm called Stack Rock Group. We design sustainable, high-performance...

I own a Landscape Architecture firm called Stack Rock Group. We design sustainable, high-performance landscapes nationwide. I searched for months and tried several platforms before deciding on Proposify. Our proposals blow our competitors out of the water and our clients love how they look and how advanced we are. We write tons of proposals and Proposify makes it super simple to track them and for our clients to view and accept them. I seriously can't remember my proposal writing life before Proposify. It will be a cold day the next time I open up InDesign to write a proposal. Proposify is easy to use. Support is awesome. I can't think of a reason not to use Proposify.

Pros

Templates are super easy to use and to customize. Saving my own templates for different customer segments is stupid simple. Customer support is awesome and so responsive. Every proposal we have turned out with Proposify has looked amazing and our conversion rate has increased 20%.

Cons

The only con is there isn't YET a mobile app that will allow me to enter new customers and send a proposal from my iPad.

Nate
Nate
Overall rating
  • Industry: Information Technology & Services
  • Company size: 11–50 Employees
  • Used Daily for 6-12 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

The Best Proposal & Contract Platform That We've Used

Reviewed on 07/10/2016

After trying several other options over the last few years for our consulting business, we found...

After trying several other options over the last few years for our consulting business, we found Proposify and have been very happy with the platform. It has a number of great features, is quite reliable, and the team is always quick to respond or address any issues that we run into. The support is perhaps what I would emphasize most; our previous platform (QuoteRoller) was very poor when it came to support and responding/acting on feedback. Proposify clearly cares about what its customers have to say and is always working to make it better!

Pros

- Templates & contract modules (easy to 'slice up' and use/re-use only what you need)
- Design and user experience
- Reliability
- Proposify team!
- Flexibility
- Tracking of proposals (sent, viewed, signed, etc.)
- Email & follow-up templates/options

Cons

- Occasional issues with editing/formatting of contracts
- Formatting of PDFs from the platform will sometimes be slightly different than the in-browser version

Verified Reviewer
Overall rating
  • Industry: Marketing & Advertising
  • Company size: Self Employed
  • Used Weekly for 1+ year
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 7.0 /10

Great looking proposals & sales tracking, but some glitches.

Reviewed on 19/12/2019

I've used this both in an agency setting and as an individual consultant to craft and send...

I've used this both in an agency setting and as an individual consultant to craft and send proposals. I truly do believe that a great proposal (both visually and written) helps to win business. Proposals can be one of the most critical sales documents in your process.

Pros

The software helps you to create great-looking proposals and keep things in your sales funnel organized. It is also nice that you can track when someone has opened your email/proposal and how long they have viewed different sections, which greatly helps during sales follow-ups.

Cons

Glitches. I've used this software for a couple years and I do find that it does glitch out quite frequently. The text formatting changes when you writing text and then it goes to the next page. The worst experience was when I lost hours worth of work for a big proposal (and it didn't autosave), making for a sleepless night.

Response from Proposify Inc.

Hi there, thanks for taking a moment to leave us a review. We appreciate your feedback! It helps us improve Proposify and create an even more powerful tool for you and your business. Happy closing!

Bevan
Bevan
Overall rating
  • Used Weekly for 1+ year
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

Impressive Proposals in Minutes

Reviewed on 30/09/2016

Proposify has totally streamlined the way I write proposals. What used to take me an hour or so...

Proposify has totally streamlined the way I write proposals. What used to take me an hour or so with my Word template, now happens in about 15 minutes - and it looks more professional. I also love that I can send clients a link to view online, which means I know if they've opened the proposal or not, so on following up I can be more prepared. In the past if I need to get a proposal to a client really urgently, I might end up doing a one page quote with a few details and pricing, but with Proposify, I can whip up an impressive multiple page proposal in 15 minutes - and it's definitely getting me more sales.

Pros

The reusable sections are fantastic, you can create great looking pages and sections and store them in a library ready to drop in as required. And it's easy to update those as details or pricing change.
Online link for clients to view the proposal tracks their viewing so you know which pages they viewed and for how long on each page.

Cons

On occasion the editor can be a bit glitchy, but that might be my computer/browser at fault.

Ahmed
Ahmed
Overall rating
  • Industry: Media Production
  • Company size: Self Employed
  • Used Daily for 6-12 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

Create the best proposals with Proposify

Reviewed on 05/02/2021

My overall experience has remained quite pleasant till now the software has helped me become better...

My overall experience has remained quite pleasant till now the software has helped me become better at creating proposals for clients

Pros

What I really like about Proposify is the fact that they have a large variety of proposal templates and you can choose the best one according to your needs.

Cons

I don’t like how they don’t offer you a free trial like most other similar softwares do and it would be great if users had a chance to test the software before paying for it

Response from Proposify Inc.

Hi Ahmed, thanks for taking the time to leave this review. While we don't offer a freemium pricing tier, we do offer a 14-day free trial to give you a chance to try out our software before you decide whether it's the right tool for you. We appreciate your feedback and wish you the best of luck on any upcoming proposals!

Zachary
Overall rating
  • Industry: Marketing & Advertising
  • Company size: 51–200 Employees
  • Used Daily for 1+ year
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 9.0 /10

Quality Product Run By Quality People

Reviewed on 12/12/2016

Our company went from delivering Word documents that lacked credibility or InDesign files that...

Our company went from delivering Word documents that lacked credibility or InDesign files that weren't universally available to our clients to being able to shoot professional proposals via an active website link. As a digital marketing agency, this was exciting for clients looking for a progressive team to bring fresh ideas.

In addition to its easy-to-use client interface, I have had zero issues training team members to use the software. The number of "wow, that's cool" and "it's really that easy?" comments are a testament to the thoughtfulness that Proposify put into creating this platform. And, maybe the most important aspect for me when it comes to anything I use, their customer service is second-to-none. Their quick responses and personal replies make asking for assistance a non-issue... which is saying something coming from a stubborn man such as myself.

Pros

Easy to use, great looking and amazing customer service

Cons

The text formatting can become an issue from time to time. For example, an entire sentence might turn bold when I try and only bold a few highlighted words. These things are all easily fixed but can become a slight frustration when working against a timeline. That being said, a Proposify team member has been great help every time I reach out regarding any issue.

Verified Reviewer
Overall rating
  • Industry: Architecture & Planning
  • Company size: 11–50 Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Ease of Use
  • Likelihood to recommend 10.0 /10

Proposify for small business

Reviewed on 17/09/2018

Pros

We use Proposify to create proposals for clients. The program allows us to insert pictures, as many pages as we want, and create a professional-looking proposal for our clients to review and sign.

Cons

For our purposes, there isn't anything we dislike about Proposify. It is a great option if you need to create proposals or detailed sales material.

Verified Reviewer
Overall rating
  • Industry: Information Technology & Services
  • Company size: 11–50 Employees
  • Used Weekly for 1+ year
  • Review Source

Overall rating

  • Ease of Use
  • Likelihood to recommend 7.0 /10

Once you learn it

Reviewed on 20/02/2019

Pros

I like the drag and drop feature. It is easy to add each individual item (with price) when preparing a quote or a client.

Cons

You cannot set up certain field throughout a document so it automatically populates when you make a change such as a client name or date.
When you win a deal, this program does not integrate with Quickbooks so we have to manually set up the client in QB and create a new invoice.

Response from Proposify Inc.

Thanks for taking the time to review us!

We actually offer integration with Quickbooks on our Grande and Venti plans, and with the use of variables you are able to set up specific fields in your proposal that can auto-populate with custom info like names and dates.

We recommend reaching out to Customer Support ([email protected]) if you have any further questions - they are happy to help you utilize every time-saving tool Proposify offers!

Michael
Overall rating
  • Industry: Environmental Services
  • Company size: 2–10 Employees
  • Used Weekly for 6-12 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 6.0 /10

Great software but pricier than competition

Reviewed on 28/12/2022

We like it but it is twice the price of a fairly competitive alternative. As we are adding...

We like it but it is twice the price of a fairly competitive alternative. As we are adding additional staff that also write proposals we may move to another platform.

Pros

The proposals look fantastic and the client delivery and experience is flawless.

Cons

The editing is somewhat difficult and there is a bit of a learning curve. Also cutting and pasting does not function from the web browser editor.

Alternatives Considered

Better Proposals

Reasons for Choosing Proposify

Better aesthetic.

Switched From

Quotient

Reasons for Switching to Proposify

More complex templates and design functions.