---
title: "Proposify Software Reviews, Demo & Pricing - 2026"
description: "Review of Proposify Software: system overview, features, price and cost information. Get free demos and compare to similar programs."
source_url: "https://www.softwareadvice.com/cpq/proposify-profile/"
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---

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Proposify

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[Reviews](https://www.softwareadvice.com/cpq/proposify-profile/reviews/)[Alternatives](https://www.softwareadvice.com/cpq/proposify-profile/alternatives/)

# Proposify Review

From $19-$65/month Free trial 3 plans

Wondering if Proposify is right for your organization?

Our Contract Management Software selection experts can help you in 15 minutes or less.

On this page

-   Overview
    
-   User Interface
    
-   Popular Alternatives
    
-   Pros and Cons
    
-   Pricing and Plans
    
-   Features
    
-   Integrations
    
-   User Reviews
    
-   Popular Comparisons
    

## Overview

Proposify

4.4

[(299)](https://www.softwareadvice.com/cpq/proposify-profile/reviews/)

FrontRunner 2026

Pricing

Starting at $19.00 per user per month

### About Proposify

Proposify is a cloud-based proposal management platform that helps businesses streamline their sales process on a centralized interface. The solution enables users to create on-brand proposals and customize design-friendly templates for their sales documents. It can alter quantities and add-ons using the interactive quoting feature, simplifying the sales cycle. Additionally, Proposify includes contract management functionality, enabling users to mark up and sign contracts, quotes and agreements directly within the platform. The solution provides e-signature and payment processing integrations, allowing users to close deals faster. Proposify also offers real-time insights into prospect engagement, such as notifications and detailed analytics on document views and interactions.

Do you work for Proposify? [Manage this product listing](https://www.g2.com/products/proposify/claim_requests/new?auto=true)

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Our Contract Management Software selection experts can help you in 15 minutes or less.

## Proposify User Interface

## Popular Proposify Alternatives

Main Product

Proposify

4.4

[(299)](https://www.softwareadvice.com/cpq/proposify-profile/reviews/)

Ratings Breakdown

-   4.25Ease of use
-   4.34Value for money
-   4.43Customer support
-   4.32Functionality

Pricing

Starting at $19.00 per month

Get Price

Alternative Product

[Docusign](https://www.softwareadvice.com/product/367901-Docusign/)

4.7

[(9511)](https://www.softwareadvice.com/product/367901-Docusign/reviews/)

Ratings Breakdown

-   4.70Ease of use
-   4.46Value for money
-   4.46Customer support
-   4.66Functionality

Pricing

Starting at $15.00 per month

Get Price

Alternative Product

[QuoteWerks](https://www.softwareadvice.com/cpq/quotewerks-profile/)

4.6

[(192)](https://www.softwareadvice.com/cpq/quotewerks-profile/reviews/)

Ratings Breakdown

-   4.53Ease of use
-   4.57Value for money
-   4.63Customer support
-   4.55Functionality

Pricing

Starting at $50.00 per month

Get Price

Alternative Product

[WBudget](https://www.softwareadvice.com/proposal-management/wbudget-profile/)

4.7

[(59)](https://www.softwareadvice.com/proposal-management/wbudget-profile/reviews/)

Ratings Breakdown

-   4.59Ease of use
-   4.55Value for money
-   4.79Customer support
-   4.54Functionality

Pricing

Starting at $13.00 per month

Get Price

Alternative Product

[PandaDoc](https://www.softwareadvice.com/contract-management/pandadoc-profile/)

4.5

[(1260)](https://www.softwareadvice.com/contract-management/pandadoc-profile/reviews/)

Ratings Breakdown

-   4.40Ease of use
-   4.25Value for money
-   4.32Customer support
-   4.34Functionality

Pricing

Starting at $19.00 per month

Get Price

Alternative Product

[Prospero](https://www.softwareadvice.com/product/224785-Prospero/)

4.8

[(137)](https://www.softwareadvice.com/product/224785-Prospero/reviews/)

Ratings Breakdown

-   4.79Ease of use
-   4.87Value for money
-   4.83Customer support
-   4.58Functionality

Pricing

Starting at $12.00 per year

Get Price

## Proposify Pros and Cons

We analyzed 299 verified reviews for Proposify to find out what actual users really think.

Select to learn more

Robust Proposal Management Tools

Proposify streamlines proposal creation with customizable templates, detailed tracking, and collaboration features. Users can duplicate past proposals, monitor client engagement, and send professional documents quickly. Real-time notifications and analytics help teams follow up efficiently and tailor proposals to client needs.

Time-Saving Customizable Templates

The platform offers a wide range of visually appealing, industry-specific templates that are easy to customize and reuse. Users appreciate the ability to save snippets, manage assets, and quickly update templates, which helps maintain branding and speeds up proposal creation for teams and individuals.

Cost-Effective Sales Solution

Proposify is praised for its value, helping users close deals and present consistent, branded proposals. While some mention higher fees, most find the time saved and increased conversion rates justify the cost. Flexible pricing options and integration with payment tools add to its appeal for agencies and small businesses.

Inconsistent Text Formatting Experience

Users report frequent issues with formatting headings, paragraphs, and tables. The editor is described as clunky, with unpredictable formatting buttons and layout problems between web and PDF versions. Adjusting fonts, line spacing, and text boxes is often difficult and time-consuming.

Clunky And Buggy Text Editing

Editing text in Proposify can be frustrating due to buggy caching, autosave issues, and a basic editor. Users struggle with navigation, copy-paste limitations, and lack of spellcheck. The editor is seen as less intuitive than standard word processors, making simple edits and managing content cumbersome.

## Proposify Pricing and Plans

Starting price: $19.00 per month

Free Trial

Free Version

Basic

$19.00

per user, per month

Plan includes:

-   5 Active Documents
-   Chat Support
-   Content Library
-   Electronic Signature
-   Interactive Quoting
-   Notifications
-   PDF Downloads
-   Stripe Payments

Team

$41.00

per user, per month

Plan includes:

-   Custom Domain
-   Client Input Forms
-   Unlimited Document Sends
-   Reports
-   Custom Fields & Variables
-   Integrations
-   Auto-Reminders
-   Automations

Business

$65.00

per user, per month

Plan includes:

-   10 Users
-   Approval Workflow
-   Onboarding Services
-   Premium Support
-   User Roles & Permissions
-   Salesforce Integration
-   Single Sign-On (SSO)
-   API Access

Confused about pricing? We've got you covered.

Get a personalized pricing breakdown tailored to your specific needs—no guesswork, no generic estimates.

## Proposify Features

-   Popular features found in Contract Management
    
    Access Controls/Permissions
    
    Alerts/Notifications
    
    Approval Process Control
    
    Electronic Signature
    
    Full Text Search
    
    Team Collaboration
    
    Third-Party Integrations
    
    Version Control
    
    Workflow Management
    
-   More features of Proposify
    
    Activity Dashboard
    
    Activity Tracking
    
    API
    
    Approval Workflow
    
    Audit Trail
    
    Automatic Formatting
    
    Catalog Management
    
    Chat/Messaging
    
    Collaboration Tools
    
    Compliance Tracking
    
    Configurable Workflow
    
    Contact Management
    
    Content Library
    
    Content Management
    
    Contract Drafting
    
    Contract/License Management
    
    CRM
    
    Customizable Branding
    
    Customizable Fields
    
    Customizable Reports
    
    Customizable Templates
    
    Data Import/Export
    
    Digital Signature
    
    Discount Management
    
    Document Automation
    
    Document Generation
    
    Document Management
    
    Document Review
    
    Document Storage
    
    Document Templates
    
    Drag & Drop
    
    Forecasting
    
    For Sales Teams/Organizations
    
    Knowledge Base Management
    
    Payment Processing
    
    Pre-built Templates
    
    Price and Cost Calculations
    
    Pricing and Cost Calculations
    
    Pricing Management
    
    Product Configurator
    
    Progress Tracking
    
    Projections
    
    Project Management
    
    Proposal Generation
    
    Quotes/Estimates
    
    Real-Time Data
    
    Real-Time Notifications
    
    Reminders
    
    Renewal Management
    
    Reporting/Analytics
    
    Reporting & Statistics
    
    RFP Creation
    
    RFP Management
    
    Sales Trend Analysis
    
    Search/Filter
    
    Specialty Contracts
    
    Status Tracking
    
    Task Management
    
    Template Management
    
    Templates
    
    Workflow Automation
    

## Proposify Integrations

Podio

Integration rated undefined from -1 review

QuickBooks Online Advanced

Integration rated undefined from -1 review

FreshBooks

Integration rated undefined from -1 review

Vidyard

Integration rated undefined from -1 review

Xero

Integration rated undefined from -1 review

Harvest

Integration rated undefined from -1 review

See all 44 integrations

## Proposify User Reviews

## Proposify customer ratings

- Overall rating: 4.4/5
- Total reviews: 299

### Rating distribution

- 5 stars: 189 reviews (63%)
- 4 stars: 74 reviews (25%)
- 3 stars: 21 reviews (7%)
- 2 stars: 5 reviews (2%)
- 1 star: 10 reviews (3%)

### Secondary ratings

- Ease of use: 4.3/5
- Value for money: 4.3/5
- Customer support: 4.4/5
- Functionality: 4.3/5

---

### Proposify has great metrics

- Overall rating: 5/5
- Reviewer: Alejandra P.
- Verified reviewer: Yes
- Industry: Construction
- Company size: 201-500 employees
- Product usage: Used weekly for less than 2 years
- Reviewed: May 2023
- Review source details: This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

Our institution uses Proposify as a way to showcase our services to clients, allowing them to examine everything we offer and sign a contract with us from the proposal. It is used by other department heads, so there is no problem with misinterpretations. Everything the client needs to know about how we work for them is clearly stated and beautiful.

#### Ratings breakdown

- Ease of use: 5/5
- Value for money: 4/5
- Customer support: 4/5
- Functionality: 4/5

#### Pros

Because it sends drafts and can have automatic reminder emails, there is reciprocal communication between both sides of the draft that you can have: clients have the ability to write reciprocal notes. It just makes everything very seamless and integrates with most of your customer relationship management programs. There are wonderful, stealthy measurement methods that we love. On your smartphone, you'll get alerts through the app when someone opens your proposal and has signed. You may also log into the app and see how often people are looking at your presentation. Therefore, the most appreciated feature is the enormous amount of time saved. If someone has used word processing programs like Word or Excel, they probably have a poorly developed mind. Proposify's purpose is excellent because there are visually appealing templates ready to use, it helps you save time and is visually pleasing. We received numerous comments from our clients when we sent them alternative proposals that we thought would look amazing.

#### Cons

The initial onboarding is wonderful, however, a little more love should be shown there. After payment has been made with Stripe, could clients receive a receipt? This could be helpful, since by this time we have to do it by hand in QuickBooks.

---

### Efficient Proposal Builder for Businesses

- Overall rating: 4/5
- Reviewer: Alex S.
- Verified reviewer: Yes
- Industry: Marketing and Advertising
- Company size: 11-50 employees
- Product usage: Used daily for more than 2 years
- Reviewed: September 2024
- Review source details: This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

Overall, this platform has been the backbone of my department with creating a positive digital impression of how our team presents packages to potential clients. Being a part of a digital marketing firm, having our best foot forward digitally has increased our authority in our market.

#### Ratings breakdown

- Ease of use: 4/5
- Value for money: 5/5
- Customer support: 5/5
- Functionality: 5/5

#### Pros

I enjoy the ability to create templates and streamline my proposals. Having a built out system to continually turn around proposals efficiently has helped me win more deals.

#### Cons

Sometimes the formatting of terms and conditions and table building for pricing can be a bit glitchy when copy & pasting new terminology or updating pricing.

#### Reasons for switching to Proposify

Ease of use as well as company adoption internally.

---

### A mediocre, limited proposal management software

- Overall rating: 3/5
- Reviewer: Verified Reviewer
- Verified reviewer: Yes
- Industry: Marketing and Advertising
- Company size: 51-200 employees
- Product usage: Used daily for less than 2 years
- Reviewed: October 2022
- Review source details: This review was submitted organically. No incentive was offered

#### Ratings breakdown

- Ease of use: 3/5
- Functionality: 3/5

#### Pros

I like the ability that you had to be able to use custom background pages when creating templates in allowed for easy branding.

#### Cons

The limitations on customization of templates, organization of constant pages, and the lack of freedom for multiple users to access the platform simultaneously are a few of the drawbacks.

---

### Customer service is everything!

- Overall rating: 4/5
- Reviewer: Sara J.
- Verified reviewer: Yes
- Industry: Facilities Services
- Company size: 201-500 employees
- Product usage: Used weekly for less than 2 years
- Reviewed: September 2024
- Review source details: This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

Overall, I am happy with Proposify. The customer service makes a HUGE difference. And our contact, [sensitive content hidden], goes above and beyond to help us. If it were not for the amazing customer service, we would not have renewed our contract.

#### Ratings breakdown

- Ease of use: 4/5
- Value for money: 5/5
- Customer support: 5/5
- Functionality: 5/5

#### Pros

I like how user-friendly it is. It's easy to pick up and learn how to use it. This makes it easier for some of our less tech-savvy colleagues.

#### Cons

Copying and pasting from Word into Proposify. Most of our account reps work on their own financial documents in Microsoft Word. When they copy and paste it into Proposify, it looks terrible. Extra spaces added, and bullet points don't transfer. It's a headache to go back and clean up. This discourages my colleagues from using Proposify.

#### Reasons for choosing Proposify

Better options for graphics and customer service!

#### Reasons for switching to Proposify

We were tired of working in Microsoft Word. We also wanted a product that we could track proposals in.

---

### We love Proposify

- Overall rating: 5/5
- Reviewer: Jen L.
- Verified reviewer: Yes
- Industry: Accounting
- Company size: 51-200 employees
- Product usage: Used weekly for more than 2 years
- Reviewed: September 2024
- Review source details: This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

We've had a great experience with Proposify. I recommend it to fellow marketers as a way to streamline their proposal process.

#### Ratings breakdown

- Ease of use: 5/5
- Value for money: 5/5
- Customer support: 5/5
- Functionality: 4/5

#### Pros

It's easy to use and saves time on the creation of my proposals.

#### Cons

There are some features I wish it had, but the UX reaches out several times a year to discuss how the user experience is.

#### Reasons for choosing Proposify

It was what we needed at the time and the most cost effective.

---

### Usage by an AE

- Overall rating: 3/5
- Reviewer: Nathan P.
- Verified reviewer: Yes
- Industry: Computer Software
- Company size: 51-200 employees
- Product usage: Used daily for less than 2 years
- Reviewed: October 2024
- Review source details: This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

I'm an individual contributor using proposify, and i recognize

#### Ratings breakdown

- Ease of use: 3/5
- Customer support: 3/5
- Functionality: 3/5

#### Pros

I do like that you can tell a story in the presentation of the proposal.

#### Cons

It takes a lot to set up the presentation pages to make it look good and helpful.

#### Reasons for switching to Proposify

We were using Docusign very manually pulling in order forms from excel.

---

### Easy to use, professional proposals

- Overall rating: 5/5
- Reviewer: Dave M.
- Verified reviewer: Yes
- Industry: Marketing and Advertising
- Company size: 11-50 employees
- Product usage: Used weekly for less than 2 years
- Reviewed: September 2024
- Review source details: This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

Great product from great people - we’ve used Proposify for 3 years and it’s been great!

#### Ratings breakdown

- Ease of use: 5/5
- Value for money: 5/5
- Customer support: 5/5
- Functionality: 5/5

#### Pros

Easy to use, great starter templates and easy to customize.

#### Cons

Sometimes deliverability is tricky - I always recommend sending a separate followup email with the link

#### Reasons for switching to Proposify

Easier to use and better value for the money

---

### Out of Scope Reach to our Clients

- Overall rating: 5/5
- Reviewer: Mustafa M.
- Verified reviewer: Yes
- Industry: Business Supplies and Equipment
- Company size: 2-10 employees
- Product usage: Used daily for less than 6 months
- Reviewed: September 2019
- Review source details: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you.

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.

#### Ratings breakdown

- Ease of use: 5/5
- Value for money: 5/5
- Customer support: 5/5
- Functionality: 5/5

#### 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

#### Reasons for choosing Proposify

It was easier to handle my proposal building and better as cost.

#### Vendor response

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!

Replied November 2019

---

### Great Proposal Software

- Overall rating: 5/5
- Reviewer: Dorothy K.
- Verified reviewer: Yes
- Industry: Accounting
- Company size: 2-10 employees
- Product usage: Used weekly for less than 6 months
- Reviewed: September 2019
- Review source details: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you.

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

#### Ratings breakdown

- Ease of use: 5/5
- Value for money: 5/5
- Customer support: 5/5
- Functionality: 5/5

#### 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.

#### Reasons for switching to Proposify

PandaDoc was too expensive for what I was using it for which was strictly proposal writiing.

#### Vendor response

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!

Replied November 2019

---

### Allows interactions with clients with better results

- Overall rating: 5/5
- Reviewer: Carlos L.
- Verified reviewer: Yes
- Industry: Information Technology and Services
- Company size: 10000+ employees
- Product usage: Used daily for more than 2 years
- Reviewed: July 2023
- Review source details: This review was submitted organically. No incentive was offered

Thanks to the segmentation and monitoring of interactions, it allows us to offer our clients a more personalized service adapted to their needs. Constantly increasing sales and satisfaction of both clients and professionals

#### Ratings breakdown

- Ease of use: 5/5
- Value for money: 4/5
- Customer support: 5/5
- Functionality: 4/5

#### Pros

I like it because it has an approach focused on efficiency and business customization, this platform offers intuitive and powerful solutions to help maximize results and maintain a solid relationship with your clients. It helps to keep track of interactions which allows detailed tracking of all interactions with customers, whether by email, phone calls or any other way. This will help you keep a complete record of communications and provide a more personalized service. Bearing in mind that with more efficient and personalized customer management, you will be able to increase customer retention and generate new sales opportunities.

#### Cons

The use of a new tool may require a period of adaptation and learning to get the most out of it, but I consider that this solution is aimed at almost any organization with efficient results

---

Showing 1 - 10 of 299 Reviews

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## Proposify Popular Comparisons

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