--- title: "Proposify Reviews, Pros and Cons - 2026 Software Advice" description: "Reviews of Proposify. Learn how real users rate this software's ease-of-use, functionality, overall quality and customer support. Talk to our advisors to see if Proposify is a good fit for you!" source_url: "https://www.softwareadvice.com/cpq/proposify-profile/reviews/" page_type: "reviews" language: "en" --- 1 million+ businesses helped. Get advice Get Free Advice [Home](https://www.softwareadvice.com/) / [Contract Management Software](https://www.softwareadvice.com/contract-management/) / [Proposify](https://www.softwareadvice.com/cpq/proposify-profile/) / Proposify Reviews Software Advice offers objective insights based on verified user reviews and independent product and market research. When our advisors match you to a software provider, we may earn a referral fee. [Overview](https://www.softwareadvice.com/cpq/proposify-profile/) Reviews [Alternatives](https://www.softwareadvice.com/cpq/proposify-profile/alternatives/) # Proposify User Reviews ## Reviews summary - Overall rating: 4.4/5 - Total reviews: 299 ### Secondary ratings - Ease of use: 4.3/5 - Customer support: 4.4/5 - Value for money: 4.3/5 - Functionality: 4.3/5 ### 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%) ### Most mentioned 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. - cloud-based platform that helps businesses create professional, customizable proposals, contracts, and quotes - What I liked most about Proposify is how it removes friction from the proposal process. ### Most mentioned 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. - We went from boring, hum-drum business "letters" to full-colour, wowza proposals without much training at all! - We had a one year plan and while I thought that the cost was reasonable, upper management disagreed! ## Proposify customer reviews Showing reviews 1-25 of 299 (page 1). ### Pros and cons of Proposify - Overall rating: 4/5 - Reviewer: Aman Preet S. - Verified reviewer: Yes - Industry: Retail - Company size: 10000+ employees - Product usage: Used weekly for less than 12 months - Reviewed: July 2022 - Review source details: This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you. 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. #### Ratings breakdown - Ease of use: 4/5 - Value for money: 5/5 - Customer support: 2/5 - Functionality: 3/5 #### 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. #### Reasons for switching to Proposify The pricing and content management of above tools were not fitting into our current requirements. --- ### 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. --- ### Robust and Relevant but Has Competition - Overall rating: 3/5 - Reviewer: Melanie A. - Verified reviewer: Yes - Industry: Professional Training & Coaching - Company size: 2-10 employees - Product usage: Used monthly for less than 12 months - Reviewed: July 2023 - Review source details: This review was submitted organically. No incentive was offered Solid resource but not for everyone. Quality and consistent way to elevate your brand. Some glitches but overall, works well. #### Ratings breakdown - Ease of use: 4/5 - Value for money: 2/5 - Customer support: 3/5 - Functionality: 4/5 #### 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. #### Reasons for choosing Proposify I trialed it, but ultimately didn’t keep it long. --- ### 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. --- ### 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 --- ### Love it. - Overall rating: 5/5 - Reviewer: Susan W. - Verified reviewer: Yes - Industry: Construction - Company size: 2-10 employees - Product usage: Used daily for less than 6 months - Reviewed: October 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. 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. #### Ratings breakdown - Ease of use: 5/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 5/5 #### 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. #### Reasons for switching to Proposify Wasn't happy with the appearance of the proposals we were writing, and they looked dreadful when downloaded as PDFs. #### Vendor response 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! Replied December 2019 --- ### Churning out proposals faster than typing “lets send them a proposal”… - Overall rating: 5/5 - Reviewer: Dinos P. - Verified reviewer: Yes - Industry: Marketing and Advertising - Company size: Self-Employed - Product usage: Used monthly for less than 2 years - Reviewed: May 2022 - Review source details: This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you. 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. #### Ratings breakdown - Ease of use: 5/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 5/5 #### 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. #### Reasons for switching to Proposify Nussi doesn’t seem to be creating any new features lately…feels like stagnant software. --- ### Helping automate my freelance business - Overall rating: 4/5 - Reviewer: Matthew N. - Verified reviewer: Yes - Industry: Internet - Company size: Self-Employed - Product usage: Used monthly 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. Very positive. My need was to cut down in repetitive work in creating proposals and sending out contracts to be signed. An impressive feature is the ability to create dynamic proposals where clients can add on options and the total sum is adjusted accordingly. #### Ratings breakdown - Ease of use: 4/5 - Value for money: 5/5 - Customer support: 4/5 - Functionality: 5/5 #### Pros This is a complete package. I needed a tool that would allow me to dynamically create proposals, but also send out regular documents like NDA's to be signed digitally. Proposify solves this for me and add extra features. It is relatively easy to create a document (proposal/contract) from scratch using their design interface. Even though it is a bit unintuitive at times, it gets the job done. Creating snippets of content for later use is a definite benefit. Even better is the seemless integrations with Harvest, creating an invoice from a proposal when it is signed, and importing contacts from Harvest. This automated approach is saving me a bunch of time. #### Cons No integration yet with Everhour, since I was considering switching time tracking solution from Harvest. No integration with Asana to create a project within a team upon signing, but this might be (too) nice to have :) No integration either with a tool like PieSync to import contacts in general. #### Reasons for choosing Proposify Seemed to me as the most straight forward solution with good integrations with tools that I was already using. #### Vendor response Hi Matthew, thanks for leaving us a review. So great to hear how Proposify is helping you create dynamic sales docs! We also appreciate your integration feedbackwe'll share it with our team. Happy closing! Replied November 2019 --- ### 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 for small businesses developing proposals for bigger projects. - Overall rating: 5/5 - Reviewer: Shaun P. - Verified reviewer: Yes - Industry: Information Technology and Services - Company size: 2-10 employees - Product usage: Used weekly for less than 12 months - Reviewed: August 2020 - Review source details: This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you. Very positive experience with support, I've had little to query as its very easy to use and customise. #### Ratings breakdown - Ease of use: 5/5 - Value for money: 4/5 - Customer support: 5/5 - Functionality: 5/5 #### Pros The library of content and examples is especially helpful. We've been able to develop proposals for our product offering and customise completely for every client. #### Cons I would love integration between my FreeAgent.com account when a proposal has been authorised to automate the invoicing process. #### Reasons for choosing Proposify I spent time reviewing both and found Proposify very easy to use and customise for my needs. #### Vendor response Hi Shaun, thanks for taking a moment to leave us a review. We'll be sure to share your integration suggestion with our team. Happy closing! Replied September 2020 --- ### Proposify Is Worth Checking Out - Great Product! - Overall rating: 5/5 - Reviewer: Clayne W. - Verified reviewer: Yes - Industry: Professional Training & Coaching - Company size: 11-50 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. Very positive and now since I have several years of use under my belt, plus client feedback on their appreciation for the quality of our responses, it makes us feel great in using the product to attain overall high success. #### Ratings breakdown - Ease of use: 4/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 5/5 #### Pros I like the product's overall capability to help with producing very professional looking proposals - it has been very nice to use. #### Cons Wish that there was a Window's like undelete feature, just in case something is edited that you want to backtrack on. A bit unforgiving in that area. --- ### Creating professional proposals is a quick process! - Overall rating: 5/5 - Reviewer: Verified Reviewer - Verified reviewer: Yes - Industry: Marketing and Advertising - Company size: 2-10 employees - Product usage: Used daily for more than 2 years - Reviewed: May 2019 - Review source details: This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you. Proposify helps me create attractive and effective proposals help me close more deals and grow my business. #### Ratings breakdown - Ease of use: 5/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 5/5 #### Pros I like that the proposals created with this software truly just look good. The proposals are very attractive overall and knowing this builds even more confidence when crafting the proposals. The entire platform is very intuitive and you can quickly get started with the built-in design templates. I love the Stripe integration as well because sometimes I do not want to have to send clients a separate invoice after sending them the proposal. So this integration feature saves me a lot of time. #### Cons I would like to see additional templates added over time. #### Vendor response Hi there, thanks for taking the time to write a review. We appreciate your feedback - it helps us make Proposify an even more powerful tool. Our design team is always working to add more professional and beautiful proposals to our template gallery, so stay tuned! Great to hear that Proposify is helping you close more deals and grow your business - keep it up, and best of luck with your upcoming proposals! Replied May 2019 --- ### If you churn out mountains of proposals, this one is for you! - Overall rating: 4/5 - Reviewer: Verified Reviewer - Verified reviewer: Yes - Industry: Renewables & Environment - Company size: 51-200 employees - Product usage: Used daily for less than 6 months - Reviewed: December 2018 - Review source details: This review was submitted organically. No incentive was offered If you are in the creative space and you have a need to remain fresh as you send out those proposals, don't hesitate, grab proposify #### Ratings breakdown - Ease of use: 5/5 - Value for money: 4/5 - Customer support: 5/5 - Functionality: 4/5 #### Pros I love how easy it is to e-sign documents and send to clients. The added capability to send email notifications as soon as prospects view proposals is also a game changer for me. This well-designed customer touchpoints map shows me how potential prospects interact with the proposal and the auto follow-up button for non-opened proposals really closes the loop on proposal management. The easy to use client interface is also a massive influence for why I bought this software. I cant wax enough how the ability for us to view how long clients mulled at sections of theproposal also gives us future areas of improvements in our proposals. #### Cons I really dislike how the layout design is not easy to customise and there is a true lack of editable templates. One serious drawback is the pricing. As a small organization, our budgets are not unlimited( I really wish they were!) and thus the 5 proposal limit at that price really sucks. Another pain is that Collaboration as a team is a nightmare as it keeps overwriting changes made by others and omits some other changes or edits, then there is the dreaded formatting buttons that seem to take a life of their own when used. --- ### Proposify for small business sales proposals - Overall rating: 4/5 - Reviewer: Verified Reviewer - Verified reviewer: Yes - Industry: Logistics and Supply Chain - Company size: 11-50 employees - Product usage: Used daily for more than 2 years - Reviewed: October 2018 - Review source details: This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you. #### Ratings breakdown - Ease of use: 3/5 - Value for money: 3/5 - Customer support: 4/5 - Functionality: 4/5 #### Pros The ability to track current and pending proposals that have been submitted and to see where each client is spending the most time in the proposal. #### Cons The lack of integrations. As far as we have been able to utilize the Podio integration does a great job updating it's own app but as soon as you try to incorporate internal data it gets jumbled. The problem here is that it cannot auto relate to an existing project and a project must be created before we can set up the proposal (as we must work out the pricing before creating the proposal). It could really use a clean up on the integration bit. --- ### Clunky, difficult to use - Overall rating: 3/5 - Reviewer: Verified Reviewer - Verified reviewer: Yes - Product usage: Used weekly for less than 2 years - Reviewed: July 2018 - Review source details: This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you. #### Ratings breakdown - Ease of use: 3/5 - Value for money: 3/5 - Customer support: 2/5 - Functionality: 3/5 #### Pros I like being able to have templates for the proposals that I can update quickly. The templates looked professional. #### Cons The software is very clunky and difficult to format. When adding information, the editor was constantly reformatting and it was not a good experience. It added so much time to creating a proposal, that it didn't make sense to use anymore. Maybe they've made updates, but I cancelled my subscription because of this. #### Vendor response Thank you taking the time to review Proposify! We¿re always happy to receive feedback from our customers, especially those who have been with us for so long. We¿re sorry to hear that formatting issues caused a time delay when getting your proposals out. That¿s no good, and definitely not the experience we want our customers to have. Proposify is here to save you time and help you close deals. We¿d love to invite you to try out Proposify 2.0. With the updates we¿ve made to our editor, we¿re positive you¿ll have an exceptional experience. Our support team is here to help if you need any assistance when using the new editor, they can be reached at support@proposify.com. We¿re hopeful you¿ll give us another shot to help you win business. Cheers! Replied July 2018 --- ### Great looking proposals & sales tracking, but some glitches. - Overall rating: 4/5 - Reviewer: Verified Reviewer - Verified reviewer: Yes - Industry: Marketing and Advertising - Company size: Self-Employed - Product usage: Used weekly for less than 2 years - Reviewed: December 2019 - Review source details: This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you. 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. #### Ratings breakdown - Ease of use: 4/5 - Value for money: 3/5 - Customer support: 5/5 - Functionality: 4/5 #### 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. #### Vendor response 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! Replied January 2020 --- ### Great Starter Proposal Software - Overall rating: 4/5 - Reviewer: Dwight Z. - Verified reviewer: Yes - Industry: Internet - Company size: 11-50 employees - Product usage: Used daily for more than 2 years - Reviewed: November 2018 - Review source details: This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you. We still use it today - we communicated heavily with the team on bugs. We have too much time invested with 10+ tempaltes and arfchive of proposals to make the move now. #### Ratings breakdown - Ease of use: 3/5 - Value for money: 3/5 - Customer support: 4/5 - Functionality: 3/5 #### Pros Origionally it was the ease of use and premade tempaltes to use, digital sending and signatures. I am also fond of the reminders that can be sent to helkp push the cleitn along. #### Cons Complications happened when a forced push to new version in June of 2018 - the new version was littered with many bugs and many times work was lost. --- ### Held to Ransom, given a 'free trial extension' that never happened - Overall rating: 3/5 - Reviewer: Lawry H. - Verified reviewer: Yes - Industry: Public Relations and Communications - Company size: 2-10 employees - Product usage: Used daily for less than 2 years - Reviewed: December 2020 - Review source details: This review was submitted organically. No incentive was offered Bad. The tone of the guys is just awful. max 5 active proposals at any one time? What a stupid plan. Ugh. Such a great product with such great potential and such shortsighted execution. #### Ratings breakdown - Ease of use: 2/5 - Value for money: 2/5 - Customer support: 1/5 - Functionality: 5/5 #### Pros You can make proposals with it. What else? #### Cons The customer service and the pricing. No thought goes into either of these things. Max 5 active proposals??? WHAT?!?! What does that even mean? It means they hold you hostage again in another way. I feel like Proposify have a gun pointed at me. #### Reasons for choosing Proposify God knows what I was thinking. #### Vendor response Hi Lawry, thanks for taking a moment to leave us your feedback. If your monthly proposal volume exceeds what our Tall plan offers, you might see a better value by upgrading to one of our larger plans (unlimited active proposals start with our Grande plan). Grande plans also offer additional features to help you streamline your process even more like Client Input Forms, Custom URL, and standard integrations. But we definitely hear you, and if the Grande plan doesn't fit into your budget, then Proposify might not be the best fit for you and your proposal needs. We appreciate your comments and wish you the best of luck with any upcoming proposals! Replied December 2020 --- ### Clean,Simple, Effective. - Overall rating: 5/5 - Reviewer: Michael A. D. - Verified reviewer: Yes - Industry: Construction - Company size: 11-50 employees - Product usage: Used daily for less than 12 months - Reviewed: August 2019 - Review source details: This review was submitted organically. No incentive was offered Its been great, Always get an answer. #### Ratings breakdown - Ease of use: 5/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 5/5 #### Pros The layout and presentation. I believe this changed the way we do business after 45 years. We have been developing our own until I found Proposify. Its everything I need to draw up a quote from $500.00 - $1,000,000.00 Its that simple. Totally changed the way we communicate with our clients and our competiton has nothing on us. Our quotes are giving us the edge on them. Layout, design, color, ease of use. Love it!!!! #### Cons The only thing I wish it had was easier functions to add line items and costs. I need more. #### Vendor response Hi Michael, thanks for your review. We LOVE to hear that your proposals are giving you a leg up over your competition! That's such fantastic feedback and we definitely appreciate your comments. Happy closing! Replied September 2019 --- ### Easy to use, beautiful software and amazing customer support - Overall rating: 5/5 - Reviewer: Verified Reviewer - Verified reviewer: Yes - Industry: Telecommunications - Company size: 11-50 employees - Product usage: Used daily for less than 12 months - Reviewed: March 2020 - Review source details: This review was submitted organically. No incentive was offered Absolutely fantastic. A good example of how a good SaaS company should operate. #### Ratings breakdown - Ease of use: 5/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 5/5 #### Pros The software is very easy to use and produces lovely looking proposals (I've had compliments from customers who've asked what proposal software we use) but the thing I like most is the customer support. It's great to see a SaaS product backed up by brilliant and quick customer support....this is so rare these days! #### Cons The formatting can be a bit tricky to begin if you have highly customised templates but the support team sorted everything out really quickly. #### Vendor response Hi there! Thanks so much for taking the time to leave us a review. We're glad to read your feedback, and we're happy to hear how Proposify is helping you create impressive-looking proposals! Happy closing! Replied March 2020 --- ### I used Proposify for all company proposals for years - Overall rating: 5/5 - Reviewer: Verified Reviewer - Verified reviewer: Yes - Industry: Chemicals - Company size: 1001-5000 employees - Product usage: Used daily for more than 2 years - Reviewed: July 2018 - Review source details: This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you. Hundreds of beautiful proposals and many customer compliments. #### Ratings breakdown - Ease of use: 4/5 - Value for money: 5/5 - Customer support: 4/5 - Functionality: 5/5 #### Pros I like the ability to easily customize proposals. You can change every aspect of your proposal depending on the customer, job, etc. #### Cons It can be a little bit glitchy sometimes. I have had to go out and then back in to make sure none of my proposal elements have shifted before sending out the proposal to a client. --- ### Sleek and snappy proposals have never been easier - Overall rating: 5/5 - Reviewer: Virginia B. - Verified reviewer: Yes - Industry: Information Technology and Services - Company size: 51-200 employees - Product usage: Used weekly for more than 2 years - Reviewed: June 2018 - Review source details: This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you. #### Ratings breakdown - Ease of use: 5/5 - Functionality: 5/5 #### Pros Want to create quick, professional-looking proposals? Look no more! Our company has been extremely satisfied with Proposify. It has condensed what used to be long hours of tedious work, into few. The Tall plan is great for small companies; under this plan you can have up to 5 active proposals and can easily export PDF versions of proposals at any time. The ability to see when the client has opened the proposal has kept us from having to send those nagging reminder emails (we all cringe at). You can also see how much time the client has spent looking at each section of the proposal, which often helps us gage their interests even before they provide feedback. But the best feature of this application, by far, is that you can easily duplicate old proposals so you do not have to start from scratch every time. If you are looking for a tool to help you shovel your proposals out the door more quickly, Proposify won’t let you down. #### Cons When two or more people are trying to make edits to the same proposal simultaneously, edits and updates do not always save correctly. --- ### Once you learn it - Overall rating: 3/5 - Reviewer: Verified Reviewer - Verified reviewer: Yes - Industry: Information Technology and Services - Company size: 11-50 employees - Product usage: Used weekly for less than 2 years - Reviewed: February 2019 - Review source details: This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you. #### Ratings breakdown - Ease of use: 3/5 - Functionality: 3/5 #### 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. #### Vendor response 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 (support@proposify.com) if you have any further questions - they are happy to help you utilize every time-saving tool Proposify offers! Replied March 2019 --- ### Great software but pricier than competition - Overall rating: 4/5 - Reviewer: Michael D. - Verified reviewer: Yes - Industry: Environmental Services - Company size: 2-10 employees - Product usage: Used weekly for less than 12 months - Reviewed: December 2022 - Review source details: This review was submitted organically. No incentive was offered 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. #### Ratings breakdown - Ease of use: 3/5 - Value for money: 3/5 - Customer support: 5/5 - Functionality: 4/5 #### 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. #### Reasons for choosing Proposify More complex templates and design functions. #### Reasons for switching to Proposify Better aesthetic. --- ### Worst online proposal service - Overall rating: 1/5 - Reviewer: Verified Reviewer - Verified reviewer: Yes - Industry: Marketing and Advertising - Company size: 2-10 employees - Product usage: Used weekly for less than 2 years - Reviewed: July 2020 - Review source details: This review was submitted organically. No incentive was offered Worst online proposal services #### Ratings breakdown - Ease of use: 1/5 - Value for money: 1/5 - Customer support: 1/5 - Functionality: 1/5 #### Pros After using the service for that long, im still trying to figure it out what are the pros... #### Cons Everything. It deleted your work automatically. It doesn’t save your work properly. Support is useless. It log you off every 5 minutes for no reasons in the middle of your proposal. #### Reasons for choosing Proposify Seemed convenient at that time but their services and customer service decline overtime #### Vendor response Hi there, we're sorry to hear about your experience! We appreciate you leaving us your feedback, and our team would be interested in learning how our software could have been a better fit for you if you're open to sharing further - support@proposify.com. In any case, we do hope you find a proposal solution that works for you. All the best! Replied August 2020 ## More reviews [Next reviews](https://www.softwareadvice.com/cpq/proposify-profile/reviews/?page=2) --- Proposify Reviews, Pros and Cons - 2026 Software Advice