About Proposify


Proposify is a cloud-based proposal software suitable for web design and marketing companies of all sizes.

Proposify allows users to select proposals from a range of templates or customize proposals as needed. The proposal editor enables users to control fonts, add videos, images, shapes, modify page layouts and include interactive fee tables. All proposals can be fully white labeled, may include interactive elements and are compatible with mobile devices.

Proposify’s content library helps users select case studies, sections, fees and more. These elements can be inserted using a drag-and-drop interface. Users can track the performance of proposals through metrics such as proposals won and lost, viewed proposals and number of hits. Proposify provides integration with customer relationship management software, project management solutions, invoicing tools and more. It includes a native mobile application for iOS devices.

Support is available through an online knowledge base. Monthly and annual pricing is available.



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Supported Operating System(s):

Mac OS, Web browser (OS agnostic), Windows 10

198 Reviews of Proposify

Average User Ratings

Overall

4.56 / 5 stars

Ease-of-use

4.5

Value for money

4.5

Customer support

4.5

Functionality

4.5

Ratings Snapshot

5 stars

(136)

4 stars

(47)

3 stars

(9)

2 stars

(2)

1 stars

(4)

Likelihood to Recommend

Not likely

Very likely

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Showing 1-20 of 198 reviews

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October 2016

Josh from Signal Interactive

Company Size: 11-50 employees

Review Source: GetApp


Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

4.0

October 2016

A Proposal tool for big kids

I love this thing and use it all the time. Before I got this program I was shuffling through Word docs on my computer and constantly rewriting brand new proposals for each prospect. Proposify helped me streamline my process for kicking out really great looking proposals. The absolute best part of the whole tool is how it allows each party to e-sign the contract right inside the program. Really handy and beats the pants off asking someone to print, sign, scan, and send back. It's the real deal and honestly I couldn't go back to send someone a pdf from my word doc or whatever. This is way better. http://www.signal-interactive.com

Pros

I save all my different versions of proposals and can mix and match different sections as needed for each client. Helps to have a library of sections, different contracts, etc.

The delivery, editing, and signing is all in one place. It sends us both a PDF version with signatures to file after closing.

Uses great code snippets to automatically fill in the client name, the cost, etc to make each one somewhat custom.

I get notified in my email when my prospect views the proposal (which is exciting).

It looks a lot more professional when they get the nice designed email with a button to click and the proposal deck is laid out with a nav bar. Takes you from minor leagues (with silly word docs or PDF attachments) to big leagues, especially as a digital agency.

Cons

It's definitely not a design tool so I have a hard time getting the layout and design of the proposal to look the way I want. It's fairly limited in what it can do in that respect so we build pieces (images) offline and then paste the image into the proposal sometimes. Otherwise, for what it is, it's pretty good at helping me put together a good looking proposal. It's just not an Adobe product or anything.

The way content pieces in the library are saved and edited is somewhat confusing and I've struggled to replace everything after deleting templates and then losing content pieces.

December 2016

Adam from Penguin Media Ltd

Company Size: 2-10 employees

Review Source: Capterra


Ease-of-use

5.0

Value for money

4.0

Customer support

5.0

Functionality

5.0

December 2016

The best way to present proposals to clients!

As the owner of a Digital Agency in a crowded marketplace, it's important to be better at every opportunity. Proposify allows us to do that. It's made with the creative industries in mind and has a pretty nice default contract in place that can be used. Of course, as per all contracts, it's important to get it checked/re-written by a professional to make sure it's 100% legal and enforceable. Proposify gives a decent depth of analytics on user behavior from the moment they open your proposal. They also track the proposal journey through to the client and allows the option to add an auto follow up to non-signed/opened proposals. Clients always comment on how much they love how easy it is to digitally sign our proposals/contracts and some have even incorporated Proposify in their business. Proposify allows you to create different proposal templates. We use this feature to have a proposal for each of our services and then we just tweak the scope of services to the individual client's requirements on the fly. All of a sudden, a proposal that looks like it took over an hour is out the door in 10 minutes. The early bird catches the worm and Proposify makes it so we can close deals faster. The only thing very slightly negative regarding Proposify is the pricing. It's certainly one of the most expensive platforms we pay for on a monthly basis however it isn't unaffordable. It may be a bit of a stretch for a small business to pay for regularly and the 5 proposal limit on the lower plan is quite restrictive for the price. They used to offer 10 proposals for that price which seemed much better value to me, however, they're constantly updating, improving and adding integrations and they're a business after all so need to bring the revenue in. All in all, don't hesitate, just sign up! You won't regret it.

Pros

Integrations.
Looks.
Functionality.
User Friendliness.

Cons

Pricing but it's not too bad.

April 2019

Anonymous

Verified Reviewer

Company Size: 11-50 employees

Review Source: Capterra


Ease-of-use

4.0

Value for money

4.0

Customer support

5.0

Functionality

4.0

April 2019

Lovely proposal tool, but could be better

Overall I like the tool, but it's a shame that there are a few obvious bugs that can cause frustration. Being able to approve proposals before they are sent is an essential feature and this handles it with some ease.

Pros

I love the ability to create proposal templates so that sales teams can create sales quotes quickly and easily. The ability to provide a review step is also key to quality control, and we use this all the time. Being able to see when a client has opened and viewed the proposal is also fantastic.

Cons

It can be a little buggy at times - we have multiple teams set up in the tool, but some staff work across the teams. This causes issues with Proposify, especially when reviewing proposals as clicking on the links in emails will ask you to sign in, but won't actually take you to the proposal. Even if you are logged in, it won't do this. I contacted support and they said it was down to the team settings and to create multiple user accounts for people who needed to be cross-team - this was silly as the pipeline feature would then break.

The editor in the tool can also be a pain to work with - it's very clunky in parts and adding simple tables can be an infuriating experience.

Response from Pitch Perfect Proposal Software of Pitch Perfect Software Inc.

Replied April 2019

Hi there, thanks for taking the time to leave us a review. We're happy to hear that Proposify is helping your sales team is streamline their proposal process, and that the client insights is a valuable tool for your team! We appreciate your feedback - our Development team is always working to improve the user experience and we welcome your comments. It helps us make Proposify even better! Thanks for choosing Proposify, and happy closing!

April 2019

Aislinn from Entreflow Consulting Group

Company Size: 11-50 employees

Review Source: Capterra


Ease-of-use

4.0

Value for money

5.0

Customer support

5.0

Functionality

4.0

April 2019

Entreflow Consulting Group's use of Proposify

For any of you who have suffered through the time suck fun of writing proposals on a regular basis, Proposify is going to be an awesome app for you or your clients.

Pros

our favourite feature; huge time savings. If anybody's ever done proposals on Word or Excel; it’s head wreck. Proposify is great because there's beautiful templates there ready to go, it saves you a ton of time and they are visually appealing. We get lots of feedback from our clients when we send them out proposals that our proposals look amazing.

The other top features are that there's a super easy editor to use, great content library, there’s the signature function in there to get your signature to get to a proposal signed off on. There's great, sneaky metrics that we absolutely love. You get notifications on your phone via the app when somebody opens the proposal, and when they've signed off on it. But, also, you can go into the app and see how much time people are actually spending looking at your proposal, which I think is kind of sneaky but it surprises me how little time people actually spend reading your proposal. Spoiler alert: people don't read their contracts.

Cons

the startup integration is cool but we'd like to see a little bit more love in that space. So once the Stripe payment is taken could the clients get a receipt? That might be helpful, we have to go and actually manually create that in Quickbooks, so it's a little bit of love required on that, I think it was more of an after fact for them and they've just left it to Stripe to kind of manage it.

Response from Pitch Perfect Proposal Software of Pitch Perfect Software Inc.

Replied April 2019

Hi Aislinn, Thanks for taking the time to leave us a review. We do have an article in our Knowledge Base that walks you through how to send your client a receipt from a Stripe transaction via the payment dashboard, if you'd like to reduce the time spent manually entering the information into Quickbooks - http://support.proposify.com/api-and-integrations/invoicing-and-billing/stripe. That being said, we appreciate your feedback - our Development team is always working on improving the user experience, and your comments are helpful for future updates! Best of luck with your upcoming proposals, and happy closing!

December 2016

Zachary from Pyxl

Company Size: 51-200 employees

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

4.0

December 2016

Quality Product Run By Quality People

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.

February 2019

Jeffrey from Generis

Company Size: 11-50 employees

Review Source: Capterra


Ease-of-use

3.0

Value for money

5.0

Customer support

4.0

Functionality

4.0

February 2019

Improved my proposal process immensely

Proposify is improving my close rate of clients and speeding that process up. It is a more professional way of delivering work proposals than email attachments. It also give me more control of the sales process.

Pros

Proposify reduces the time of proposal delivery to clients and generates a higher rate of acceptance. My clients no longer have to print, sign, and then scan the proposal back to me. They can review and sign it electronically, and I can track when they both receive and review it. The proposals also have a very professional look to them, again giving credibility to my business.

Cons

I have found that the PDF downloads don't always match the screen view appearance of a document, and this has created some problems to clients who like to print out a copy of the proposal for review. The interface also is a little quirky at times, especially on my complex layouts (charts and graphs). I recommend using their templates or developing your own.

Response from Pitch Perfect Proposal Software of Pitch Perfect Software Inc.

Replied March 2019

Thanks for leaving us a review - we¿re so glad to hear that Proposify has had such a positive effect on your proposal process. We understand it can be frustrating when some items shift due to file compression when downloaded as a PDF. We recommend reaching out to Customer Support (support@proposify.com) as there are usually workarounds for this and they are super helpful at ensuring your proposals look exactly how you want them to. Happy closing!

June 2018

Virginia from Zenergy Technologies

Company Size: 51-200 employees

Review Source: GetApp


Ease-of-use

5.0

Functionality

5.0

June 2018

Sleek and snappy proposals have never been easier

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.

September 2016

Krisjan from Stack Rock Group

Company Size: 2-10 employees

Review Source: GetApp


Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

5.0

September 2016

Proposify Is The Best

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.

April 2019

EBIN from RightVows Job Store

Company Size: 11-50 employees

Review Source: Capterra


Ease-of-use

4.0

Value for money

3.0

Customer support

3.0

Functionality

3.0

April 2019

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

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 Pitch Perfect Proposal Software of Pitch Perfect Software Inc.

Replied April 2019

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 (support@proposify.com). They'll be happy to assist you and make sure your proposals are looking exactly how you want them to! Happy closing!

October 2016

Dan from Blue Ocean Interactive Marketing

Company Size: 2-10 employees

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

5.0

October 2016

Great System = Great Results

We adopted Proposify as our primary method of quoting and engaging with our clients six months ago, and the results have been fantastic. As a business we like that it is highly customizable from both a branding and content perspective, and have also grown accustomed to its reliability. The metrics available within the system grant us the ability track how our proposals are being viewed and consumed, allowing us to know which clients have reviewed our proposal as well as identify and understand where to adjust overall proposal content. This data has been extremely valuable, and we have seen an increase in our overall close rate. From the client side we have received feedback on numerous occasions regarding the professionalism in the presentation of our proposals, as well the efficiency and usability of the process across all devices. Proposify is a great system which we would highly recommend to any business.

Pros

Customization that is available and the ability to track metrics.

Cons

Some might be hesitant to allow a 3rd party system to understand it's sales funnel, pricing, proposal content, etc. We trust this information is held in the utmost confidentiality.

December 2018

Anonymous

Verified Reviewer

Company Size: 51-200 employees

Review Source: Capterra


Ease-of-use

5.0

Value for money

4.0

Customer support

5.0

Functionality

4.0

December 2018

If you churn out mountains of proposals, this one is for you!

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

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.

April 2017

Matt from Crossley Acoustics LLC

Company Size: 2-10 employees

Review Source: Capterra


Ease-of-use