Proposify software


142 reviews(4.5/5)
142 reviews(4.5/5)

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.

Supported Operating System(s):
Mac OS , Web browser (OS agnostic) , Windows 10

142 Reviews of Proposify

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  • Yannick from Yannick Duguay / Design web

    August 2018

    Really useful, easy and professional looking SAAS but a little expensive.

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money
    Pros

    As a freelance web designer the major selling for this kind of software is the fact that it looks really professional because of the perfectly crafted templates. I also really like that i get a notification every time someone reads the proposal.

    Cons

    I really don't have anything negative to share and i'm pretty happy with the service but their monthly fees are a little on the expensive side.

    This review was submitted organically. No incentive was offered
    Review Source: Capterra
  • Verified Reviewer

    July 2018

    Another great way to make nice proposals.

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money
    Pros

    I like that Proposify makes proposals easy to make and really good looking. It really helps speed up my day.

    Cons

    I don't like some of the limitations, sometimes I need to export the proposal and then add something in another program.

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source: Capterra
  • Verified Reviewer

    Number of employees: 1,001-5,000 employees

    July 2018

    I used Proposify for all company proposals for years

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money

    Hundreds of beautiful proposals and many customer compliments.

    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.

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source: Capterra
  • Carly from Bang Digital (Australia)

    Number of employees: 11-50 employees

    July 2018

    Fantastic! Great platform, really user-friendly, and the customer support is fantastic!

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money

    We use Proposify as part of our new business development and sales process. It's intuitive and easy to use which means multiple staff can be across the platform with minimal training and the customer support that Proposify provide is absolutely fantastic and all queries are responded to in a very timely fashion (even with our company being in Australia and having a huge time difference). Highly recommend!

    Pros

    It's really intuitive to use and the customer support and service is fantastic. The team will go out of their way to assist you when needed and are always on hand to answer queries and provide training if needed. Proposify has great functionality, clean design, very user friendly

    Cons

    Nothing - if there's anything I'm unsure of, the customer support are fantastic at answering queries.

    This review was submitted organically. No incentive was offered
    Review Source: Capterra
  • Gabby from Gap

    July 2018

    Amazing pitch deck tool

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money
    Pros

    What I love most about using Proposify is the variety of options and formats it gives you to use. You are able to send professional pitches to clients. Highly recommend.

    Cons

    Sometimes the ease of use can be tricky. As you become more familiar through time, it will become second nature.

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source: Capterra
  • Verified Reviewer

    July 2018

    Clunky, difficult to use

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money
    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.

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source: Capterra

    Response: Pitch Perfect Proposal Software, Pitch Perfect Software Inc.

    July 2018

    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!

  • Verified Reviewer

    Number of employees: 11-50 employees

    July 2018

    It is difficult to find the perfect proposal software. Proposify ties #1 with one other.

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money

    Much better/cooler proposal to send to our potential clients.

    Pros

    After using Qwilr and becoming very frustrated with it, I started trying other proposal software. After trying three others, I found that Proposify is one of the best options for our needs.

    Cons

    Each of the proposal software options out there all have certain frustrating flaws. The ones I found with Proposify were the difficulties with starting a proposal from scratch. It is easy to use one of their many templates, but not all the templates had what we needed. But starting from scratch is not easy and is very time consuming.

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source: Capterra
  • Verified Reviewer

    Number of employees: 11-50 employees

    July 2018

    Great platform to write and manage client contracts

    Ease-of-use
    Functionality
    Quality
    Support
    N/A

    The ability to share contracts with my clients and keep electronic copies of those contracts in one central place.

    Pros

    I love how easy it is to track when people have viewed as well as signed contracts. The breakdown as to how long a person has been on a certain page is pretty awesome.

    Cons

    The formatting features available for the contract are fairly limited, however one could argue this helps keep contracts streamlined and simple.

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source: Capterra
  • Verified Reviewer

    Number of employees: 11-50 employees

    June 2018

    Pricey but looks like it is worth it. A free trial experience helps in knowing if it works for you.

    Ease-of-use
    Functionality
    Quality
    Support
    N/A
    Value for Money
    Pros

    The many templates, all applicable with need for minimal editing at times.
    I used this in particular as a free trial to see whether it is something I would need and it turns out that I was able to improve the speed and efficiency of proposal preparations. I love how much more simpler and quicker it allows a proposal to be developed and sent out, a task which previously would always be daunting to me.

    Cons

    I think it is a bit on the pricey side, but seeing as it does what you'd expect it to, it really comes down to how much you value the use of that service. As I have not used a similar service before, I can't compare the cost to those. I do however believe that it is worth it's price tag.

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source: Capterra
  • Nick from aVers Cloud Solutions

    June 2018

    Very poor quality product, Poor integrations, Poor proposal layouts that are inconsistent

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money

    Cheap.

    Pros

    Cheap.
    Integrates with a lot of applications.
    Relatively flexible design.
    Mobile App is not bad.

    Cons

    - Everything is set in Northern Virginia, US time and all notifications, dashboard timing is our of your time and makes it very confusing to use for us to track when we sent a proposal and when the customer received reminders.
    - The layout is very inconsistent and tables are constantly going over the text and images in PDF version when in the web version it was OK. And what you see in the system is different to what customer gets. Very frustrating. Especially with 2.0 version.
    - Support is useless and in chat replies on the next day, best case scenario and their replies are shot and more designed to get you off their back not to provide the solutions.
    - With version 2.0 our customers almost never serve the email and because it is sent via their server we could never track if the customer actually received it.
    - No ability to track bounced proposals. Basically you have to run blind.
    - CRM integration is horrible and creates a lot of duplicates in our CRM.

    This review was submitted organically. No incentive was offered
    Review Source: Capterra
  • Owen from AICTP

    June 2018

    Allows your proposals to look like a pro's!

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money
    Pros

    Proposify allows for professional and appealing proposals to be created with ease. Whether using one of the multitude of templates, or creating your own, the design tools and layout allows for easy creation.

    Cons

    No major complaints about Proposify. I believe more complex tools could be added for creation if someone is more advanced, however I believe almost anything can be worked around within the program.

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source: Capterra
  • Virginia from Zenergy Technologies

    Number of employees: 51-200 employees

    June 2018

    Sleek and snappy proposals have never been easier

    Ease-of-use
    Functionality
    Quality
    Support
    N/A
    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.

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source: GetApp
  • Andrés from ELI SOLUTIONS INC.

    May 2018

    Forget your PowerPoint templates and make a solid proposal with Proposify

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money

    Proposify lets you streamline your proposal creation and includes all the information templates for you to edit and have a proposal ready within minutes.

    Pros

    Even if you do not have any previous sales experience or if you are a new entrepreneur trying to get its word out, this software will allow you to submit a kick-ass presentation, in addition to instructing you what information should be included in the next ones.

    Cons

    Some of the template tools are not customizable and you cannot choose -for example- a different set of fonts from those that were provided. Also, for a marketing team, it is not possible to include more users or collaborators in one file.

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source: Capterra
  • Brayan Agostinho from SOAINT

    Number of employees: 501-1,000 employees

    May 2018

    excellent tool to create business proposals quickly and easily

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money
    Pros

    Proposity is a way to deliver proposals more quickly and easily. It has a very comfortable interface where it offers us a large number of beautiful templates, very customizable when creating a proposal, where you can always go further with a proposal with this application.
    Proposify allows you to work as a team in an organized way and where we can follow up on the ideal offers to be aware of the clients.
    It contains a lot of documentation from your page and we can start a test for free.

    Cons

    It depends on where we use this application, it can be very slow and, sometimes, freeze.
    At the time of developing a proposal, there may be difficult processes that are simple, such as copying and pasting a text

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source: Capterra
  • Verified Reviewer

    May 2018

    A good robust proposal tool

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money
    Pros

    I liked being able to create different types of proposals for each line of my business, without having to do too much work. The templates are highly customizable and easy to create. It is time consuming to create a template, but once it is done, it is done.

    Cons

    It is quite a bit of work to keep it updated; you have to be using the tool every day. You can keep track of the status of each deal, and allocate it to work teams, but it was another task on my list of things to do. It would be good for someone in a sales position solely, but as a small business owner, I found it to be a lot of additional work.

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source: Capterra
  • Verified Reviewer

    May 2018

    My new go-to tool for Proposals

    Ease-of-use
    Functionality
    Quality
    Support
    N/A
    Value for Money

    Customer service is awesome - responses are not instantaneous but they are within a reasonable time period and the service is kind, friendly and very helpful!

    Pros

    This software has amp'd up my proposals to a new degree. My clients aren't bored with the info we present because its in a new, easy to follow, engaging to look at format.

    Cons

    Viewing pages individually and having the ability to scroll left and right when a page is in zoom mode is limited.

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source: Capterra
  • Verified Reviewer

    May 2018

    Mediocre at Best

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money

    none

    Pros

    Nice graphics, you aren't inundated with endless marketing emails from them. Unfortunately, its just not great. Its ok.

    Cons

    For what proposify offers the price is way too high.
    It's nearly impossible to cancel.
    Snarky customer service who refuse to instruct you how to cancel.
    Did I mention overpriced?

    The software and functionality was so overwhelming we signed up and forgot to use it for almost two years. Point being, it was forgettable.

    This review was submitted organically. No incentive was offered
    Review Source: Capterra
  • Lea from SAG

    May 2018

    Time Consuming Software Setup

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money
    Pros

    Proposify allowed me to create a proposal "template" so it was faster to create new proposals that were high quality and consistent.

    Cons

    Despite being technically savvy, it was time-consuming to set up and lay out everything and there were still some items I was unable to figure out.

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source: Capterra
  • Verified Reviewer

    April 2018

    proposals in minutes not hours

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money
    Pros

    saves me so much time when sending out custom proposals to our customers! just create the template and insert variables as needed

    Cons

    little pricey for my liking but still worth the money if you just look at the productivity saved by using the tool.

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source: Capterra
  • Verified Reviewer

    March 2018

    Great Professional Looking Proposals

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money

    Helps me close deals!

    Pros

    -Looks great to clients, they are always impressed
    -The analytics on view time/pages is super interesting/helpful when closing a deal
    -The pipeline visualization is nice

    Cons

    -Not easy to set up and design proposals, they have their own WSWYG interface so hard to copy and paste in info from other documents and keep formatting

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source: Capterra
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