Proposify Overview

What is Proposify?

Proposify is the online proposal software that helps modern sales teams create, send, track, and e-sign winning proposals, contracts, and agreements.

We’ve revolutionized the proposals process so your reps can spend less time on manual tasks and more time doing what they do best: selling.

But Proposify doesn't just save time; with assignable roles, permissions, and workspaces, you can manage the access each sales rep has. From the kind of content they can use and editing the design, all the way through to sending a proposal, you'll have full brand control and peace of mind without bottlenecking the process. Finally, a solution that makes both Sales AND Marketing happy.

If you're ready to give your sales team the competitive edge, visit our website or book a demo at https://www.proposify.com.

Proposify Overview

Pricing

Starting from
US$19.00/month

Pricing options

Free Trial
Subscription
Open Source
Value for money

Subscriptions start at $19/month.


Proposify Features

Devices
Business size
S M L
Markets
United States, Canada, United Kingdom, Australia
Supported Languages
English

Media

490649
490650
490651
582156
Proposify video Proposify screenshot: Proposify screenshot: Proposify screenshot: Proposify screenshot:

Proposify Reviews for UK Users

Proposify Reviews for UK Users

Overall rating
4.5
/
5
Excellent
172

Very good
55

Average
11

Poor
4

Terrible
8

Value for Money
4.4
Features
4.4
Ease of Use
4.3
Customer Support
4.5
91% recommended this app
Susan W.

Love it.

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.


Mustafa M.

Out of Scope Reach to our Clients

The ability to build my proposal with just fews clicks and moving it directly to my client with ability to review details about how my customers view and understand from their behavior details about how they interact with it.


Cindy jennings, cts M.

Professional, fast and easy tool

We love the fact that what is being sent out is consistent as far as branding and language, that it is really easy for the prospects to read and execute, and that the salespeople actually use it!! It has been a great addition to our sales toolkit!


Matt S.

Great in concept, but buggy

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.


Dorothy K.

Great Proposal Software

I switched from PandaDoc to Proposify. It's a much better cost-benefit. There is really nothing in PandaDocs that is not in Proposify and frankly I got the hang of Proposify much quicker. Customer support is quick and very helpful


Susan W.
Industry: Construction
Company size: 2-10 Employees

Love it.

Used Daily for 1-5 months
Reviewed on 11/10/2019
Review Source: Capterra

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 Pitch Perfect Proposal Software

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!

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend: 10.0/10

Mustafa M.
Industry: Business Supplies & Equipment
Company size: 2-10 Employees

Out of Scope Reach to our Clients

Used Daily for 1-5 months
Reviewed on 13/09/2019
Review Source: Capterra

The ability to build my proposal with just fews clicks and moving it directly to my client with ability to review details about how my customers view and understand from their behavior details about how they interact with it.

Pros

Easily to modify and build your proposal template, and easy to maintain it to deliver to your customers

Cons

Less relative templates of the proposals

Response from Pitch Perfect Proposal Software

Hi Mustafa, thanks for writing us a review! We're glad to hear that you're enjoying Proposify and that the client viewing metrics are valuable (having proposal insight is such a game-changer). Best of luck with any upcoming proposals, and happy closing!

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend: 10.0/10

Cindy jennings, cts M.
Industry: Staffing & Recruiting
Company size: 51-200 Employees

Professional, fast and easy tool

Used Weekly for 1+ year
Reviewed on 09/06/2020
Review Source: Capterra

We love the fact that what is being sent out is consistent as far as branding and language, that it is really easy for the prospects to read and execute, and that the salespeople actually use it!! It has been a great addition to our sales toolkit!

Pros

Our salespeople are delighted with Proposify. It has provided a professional, consistent, fast and easy way to submit proposals to prospects. It has also made it very easy for the prospects to respond and execute proposals. Our close rate on proposals has increased and I expect to see that continue.

Cons

We sometimes hit a snag when trying to edit our templates, but when that has happened the Proposify tech support team has been a great help. We get immediate responses to our questions and great help.

Response from Pitch Perfect Proposal Software

Hi Cindy, thank you so much for leaving us your feedback! We're glad to hear that Proposify is a welcome addition to your sales toolkit. Happy closing!

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend: 10.0/10

Matt S.
Industry: Music
Company size: 2-10 Employees

Great in concept, but buggy

Used Daily for 1-5 months
Reviewed on 11/04/2017
Review Source: Capterra

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 Pitch Perfect Proposal Software

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!

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend: 4.0/10

Dorothy K.
Industry: Accounting
Company size: 2-10 Employees

Great Proposal Software

Used Weekly for 1-5 months
Reviewed on 06/09/2019
Review Source: Capterra

I switched from PandaDoc to Proposify. It's a much better cost-benefit. There is really nothing in PandaDocs that is not in Proposify and frankly I got the hang of Proposify much quicker. Customer support is quick and very helpful

Pros

Its very easy to use. User interface is nice and well thought out. No real learning curve for the most part,

Cons

It might be nice to have a little more flexibility with the pricing charts that you lay in.

Response from Pitch Perfect Proposal Software

Hi Dorothy, thanks for leaving us a review. Welcome to the Proposify family, we're glad to have you! We're also glad to hear your feedback - our team is constantly working to make Proposify an even more powerful tool, and we genuinely appreciate any and all comments. Best of luck with any upcoming proposals, and happy closing!

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend: 10.0/10

User recommendation
8.9/10
Based on 250 user ratings
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Proposify Pricing

Proposify Pricing

Starting from
US$19.00/month
Free Trial
Subscription
Open Source
Value for money

Subscriptions start at $19/month.

Subscriptions start at $19/month.

Value for Money
4.4/5
Based on 250 user ratings
Compare value for money rating with alternatives
Compare with alternatives

Proposify Features

Proposify Features

API
Activity Dashboard
Activity Tracking
Automatic Notifications
CRM Integration
Collaboration Tools
Contact Database
Contact Management
Customisable Templates
Data Import/Export
Email Integration
Lead Capture
Lead Management
Real Time Data
Reporting & Statistics
Sales Analytics
Sales Reporting
Search Functionality
Third Party Integration
Workflow Management
Features
4.4/5
Based on 250 user ratings
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Categories

Additional information for Proposify

Additional information for Proposify

Key features of Proposify

  • CRM Integration
  • Content Library
  • Customizable Templates
  • Digital Signatures
  • Download hi-res PDF
  • Drag and Drop Content Sections
  • Embedded Videos within the Proposal
  • Extremely Responsive Customer Support
  • Freshbooks Integration
  • Powerful Custom Design Editing in the Cloud
  • Pre-populated Industry Templates
  • Professionally Written Content
  • Sales Metrics
  • Send Client Proposals thru the Browser to a branded landing
  • Team Collaboration
  • Teams and Permissions
  • Version Control
  • WYSIWYG Editor

Benefits

- Create on-brand templates that sales reps can reuse so all they have to do is customize the details for their next big deal
- Store all the content reps need in one location so snapping together a proposal takes minutes, not hours
Empower reps to create proposals, contracts, and agreements directly in Salesforce and keep their data in sync
- Impress your prospects with a buyer experience that includes interactive pricing, videos, and live chat
- Get faster sign-off and make it easier for prospects to buy with our legally binding electronic signature tool and order forms
- Find out how prospects are interacting with proposals, which sections they looked at and for how long. This insight helps reps know when to reach out to close the deal

Proposify FAQs

Proposify FAQs

Below are some frequently asked questions for Proposify.

Q. What type of pricing plans does Proposify offer?

Proposify offers the following pricing plans:

Starting from: US$19.00/month

Pricing model: Subscription, Open Source

Free Trial: Available

Subscriptions start at $19/month.

Q. What are the main features of Proposify?

Proposify offers the following features:

  • CRM Integration
  • Content Library
  • Customizable Templates
  • Digital Signatures
  • Download hi-res PDF
  • Drag and Drop Content Sections
  • Embedded Videos within the Proposal
  • Extremely Responsive Customer Support
  • Freshbooks Integration
  • Powerful Custom Design Editing in the Cloud
  • Pre-populated Industry Templates
  • Professionally Written Content
  • Sales Metrics
  • Send Client Proposals thru the Browser to a branded landing
  • Team Collaboration
  • Teams and Permissions
  • Version Control
  • WYSIWYG Editor

Q. Who are the typical users of Proposify?

Proposify has the following typical customers:

Small Business, Large Enterprises, Non Profit, Freelancers, Mid Size Business

Q. What languages does Proposify support?

Proposify supports the following languages:

English

Q. What type of pricing plans does Proposify offer?

Proposify has the following pricing plans:

Subscription, Open Source

Q. Does Proposify support mobile devices?

Proposify supports the following devices:

Android, iPhone

Q. What other apps does Proposify integrate with?

Proposify integrates with the following applications:

APIANT, FreshBooks, HubSpot CRM, HubSpot Marketing Hub, Insightly, LeadMaster, Pipedrive, Retently, Teamwork, Xero

Q. What level of support does Proposify offer?

Proposify offers the following support options:

FAQs, Knowledge Base, Online Support, Video Tutorials