Proposify Software


 

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.

 

Proposify - Editing proposal
 
  • Proposify - Editing proposal
    Editing proposal
  • Proposify - Email preview
    Email preview
  • Proposify - Proposal pipeline
    Proposal pipeline
  • Proposify - Templates
    Templates
  • Proposify - View metrics
    View metrics
Supported Operating System(s):
Mac OS, Web browser (OS agnostic), Windows 10

117 Reviews of Proposify

 

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Software Advice Reviews (1)
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Showing 1-1 of 1

Patti from Kapp studio
Specialty: Other
Number of employees: 2-10 employees Employees number: 2-10 employees

September 2017

September 2017

User friendly with bells and whistles you'd expect

Ease-of-use

Functionality

Product Quality

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N/A
Value for Money

Pros

Everything I expected to be included was there. We are a small growing business. It is really capable of handling bigger teams and projects like I've had in a former corporate life.

Cons

Too much for what I currently need. I wish they had a 'lite' version. I have a need to get quotes out which look nice and in a quick fashion. Much of it is template driven. Also - to integrate with a pricing tool would exceed expectations.

Review Source
 
 
 
Showing 1-20 of 116

Gabriela from Valatam
Number of employees: 11-50 employees Employees number: 11-50 employees

October 2017

October 2017

Proposify is perfect to make beautiful proposals

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Faster and easier way to make proposals for the clients. The built-in signer is very usefull.

Pros

It has a built-in signer, perfect to send proposals and wait for the client to send them back signed. You can also see how much time the client spent reading the proposal and when. It is very easy to use It has templates or you can make your own proposal template. The Fee table calculates the total for you and shows the value of the proposal for the client.

Cons

The site is very slow, It froze for 30 minutes when trying to erase a text that was copied 10 times. Also, the whole copy and paste thing gets tricky with the keyboard. You can't align text with a button, you have to use the grid and do it manually and only has Youtube, Vimeo and Wistia for video support.

Review Source: Capterra
 

Alizah from Epstein Creative Group
Number of employees: 2-10 employees Employees number: 2-10 employees

October 2017

October 2017

Easy to use very flexible design

Ease-of-use

Functionality

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Quick sign offs in proposals

Pros

allows for a lot of layout and design customization. Great template to choose from too. They are quick to respond with answers.

Cons

It would be great if you could hide the prices on individual line items and just show the cumtotal. Would like more reporting features

Review Source: Capterra
 

Javier from PlumChoice
Number of employees: 501-1,000 employees Employees number: 501-1,000 employees

August 2017

August 2017

Proposify helps get the job done.

Ease-of-use

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I love the software. The support for it has also been spot on. Also, during my trial new features were introduced making it more tempting to purchase.

Pros

I love how easy it was to setup. The templates had verbiage that i can actually use. It was great to get it up and running so quickly.

Review Source: GetApp
 

Colleen from Brandgarden Mobile Solutions
Number of employees: 2-10 employees Employees number: 2-10 employees

July 2017

July 2017

So far, Proposify has exceeded our expectations!

Ease-of-use

Functionality

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Customer Support

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Improved efficiency for us and our clients.

Pros

Proposify ha simplified our proposal and agreement process. Now clients who aren't tech savvy can click a button to sign and approve a proposal. We have also been able to easily customize the proposals so they are now also our client agreement. The software is pretty intuitive however when you need help they have truly outstanding customer service that's available through live chat! I was working until 8 or 9 PM EST ans sent a message through their live chat thinking I'd hear back the next day but someone was still working. We also love that we can see at a glance how much we have in outstanding proposals.

Cons

So far I can't find anything. If I had to say one thing it would be that you can't have someone sign in two areas, which we need, howvwe we did find a work around until they add that.

Review Source: Capterra
 

Mark from Shoot To Thrill Media

June 2017

June 2017

Life Changing, I know it sounds dramatic. I used to take hours on proposals, now it's only minutes.

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What used to take hours, now takes minutes. I've been able to close more business and focus on more strategic outcomes for my company. I couldn't ask for more than that.

Pros

Proposify combines the best practices from products we used previously and makes it all available in one place. I love the autonomy it has provided us by leveraging their internal doc metrics, pipeline assessment, electronic signature, pre-existing templates, and custom library for all of our needs. If you take everything mentioned above and add a sweet integration with Zapier it makes me a happy business owner!

Cons

Some of the UI/UX workflow when maneuvering through your proposal templates and library could be more intuitive. At first, I found myself looking for more convenient ways of deleting and adding new templates.

Review Source: Capterra
 

Shaun from Qbt Consulting
Number of employees: 11-50 employees Employees number: 11-50 employees

June 2017

June 2017

Does what it says on the box - well

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Time, we save a lot of time creating proposals and I save a lot of time by not having to review and fact check each and every proposal that's sent.

Pros

Proposify is easy to implement, to create templates, snippets (blocks of recurring information) and the ability to add our fee table makes life uniform and a lot simpler!

Cons

When editing some text and rich features in individual Proposals, the ability and feature set could be a little more advanced, i.e. the inclusion of a page break etc. Potentially an add-in to MS Word would be AMAZING.

Review Source: Capterra
 

Ingrid from Prospect Cleaning Service, Inc.
Number of employees: 11-50 employees Employees number: 11-50 employees

June 2017

June 2017

I love Proposify is awesome . It makes my proposal looks very professional an my clients love it too

Ease-of-use

Functionality

Product Quality

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The professional look .My clients were totally impressed with the presentation and how I was able to add videos.

Pros

It's ease of use. It's professional look and the value for money. Proposify is one of the best software of its kind.

Cons

Not having the availability to speak with a live agent. Some of the title cannot be changed in the template.

Review Source: Capterra
 

James from JSL Marketing & Web Design
Number of employees: 2-10 employees Employees number: 2-10 employees

June 2017

June 2017

Best proposal software I could find.

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

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Quality
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Support

Easier to get proposals out quickly.

Pros

It's easy to use and integrate with Freshbooks and other software apps. I enjoy that there is multiple customizable templates already ready to go.

Review Source: Capterra
 

Janine from Impulsify - POS provider

June 2017

June 2017

Love the product. Completely simplified our sales cycle,

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

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Pros

Simplicity of template building, client/contact set up, fee table. Just really well done.
LOVE the ability to see when they open, if they haven't opened.

Cons

Wish we could insert fields that require the customer to complete during signing process.
Wish there was a table that wasn't fee list associated.

Review Source: Capterra

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

Date: June 2017

June 2017

 

Hi Janine!

Thanks for the review. We have "Content Tables" which are not fee list associated. You can learn more about them on our Knowledge Base article here: http://support.proposify.biz/tables/content-tables or let support@proposify.biz know if you have any questions about Content Tables.

Thanks again!

 

Trey from Baker Street Digital, LLC

June 2017

June 2017

Being able to track proposal views and downloads gives our sales people valuable insights.

Ease-of-use

Functionality

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Value for Money

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Value
Pros

The ability to save proposals as templates which helps our salespeople quickly create a proposal. Which of course means we are quicker to close sales. And the API integration to our deal system, Pipedrive, is really awesome.

Cons

For those of us that are less server side knowledgeable...the idea of changing a CNAME on our own is daunting. I would like to see a "wizard" created that does this so we can easily have proposals with our domain in the address bar. The limited number of prebuilt proposal templates is kind of a bummer but, like I said before you can create your own and save those as templates.

Review Source: Capterra

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

Date: June 2017

June 2017

 

Hi Trey!

Thanks for leaving the review! Glad to see that you are getting real value out of Proposify. If you have any questions about getting your custom domain set up. Please let our awesome support team at support@proposify.biz know, and they can help you get that set up! We are continually working on and adding new proposal templates, and you should see some new ones announced soon.

Thank you again for the review, and keep on closing!

 

Bhavik from Cincera Productions Ltd

June 2017

June 2017

Increased winnings = Proposify

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

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Quality
Value for Money
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Pros

Proposify simplifies your proposal to a client. It takes them on a journey that you take them on - introduction, the brief, costings, team, etc.

Cons

The smallest package is quite high (financially). I have just downgraded to one but even on that, you should be able to access all old ones - not have to archive them.

Review Source: Capterra
 

Becca from JMC Global
Number of employees: 11-50 employees Employees number: 11-50 employees

June 2017

June 2017

Great proposal software - clients are always impressed with the proposals we create in this system

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

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Great feedback from clients

Pros

Lines that show when items are centered - ability to input sections - data fields that can pull information throughout the proposal

Cons

Design capabilities (I often will create a background in a different program an import it as an image because I cannot do so in Proposify.

Review Source: Capterra
 

Lyman from Focused Driven Lifestyle Coaching, LLC
Number of employees: 2-10 employees Employees number: 2-10 employees

May 2017

May 2017

Very easy to use

Ease-of-use

Functionality

Product Quality

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Easy to use.

Pros

The tracking system is great for follow up with potential clients, also the automatic save feature and merging and uploading of documents is a great help.

Cons

More templates such as life coaching and consulting would be a great improvement. Also, increase the file capacity for larger documents and attachments.

Review Source: Capterra
 

Alex from YMMY Marketing
Number of employees: 2-10 employees Employees number: 2-10 employees

May 2017

May 2017

Very handy tool!

Ease-of-use

Functionality

Product Quality

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Pros

Very practical, email tracking (read), online signature, templates, analytics. Makes putting together proposals a true breeze.

Cons

You can't switch to a different template once you've gotten started on a proposal. You literally need to copy your content from one proposal to another new one.

Review Source: Capterra
 

Justin from SoFriendly

May 2017

May 2017

The only proposals I've ever sent that clients actually compliment me on!

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

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Pros

Proposify is super easy to use and generates beautiful proposals in minutes. It's significantly cut down on the time and effort involved in getting a quote out to my clients.

Cons

My only pet peeve is that payments aren't integrated natively, and a lack of mobile support. iOS now has a native mobile app though so it's getting there!

Review Source: Capterra
 

Ian from Real Point
Number of employees: 2-10 employees Employees number: 2-10 employees

May 2017

May 2017

Great product that helps day to day

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

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Pros

Speeded up proposal creation and looks more professional. I also find the alerts and progress of a proposal once submitted useful and the sign off procedure.

Cons

Text editing across pages can be problematic at times. Would also be helpful for greater creative control when editing.

Review Source: Capterra
 

Todd from Apples & Arrows
Number of employees: 2-10 employees Employees number: 2-10 employees

May 2017

May 2017

A critical tool in our new business efforts

Ease-of-use

Functionality

Product Quality

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Pros

Easy to use
Nice analytics
Affordable
Attractive templates to start building out our own proposals.
Quick and helpful customer support

Cons

No live editing/collaborative editing
The content library can get a little cluttered if you're not careful or have new users unfamiliar with the tool creating new sections.

Review Source: Capterra
 

Brad from Barr Assurance & Advisory, Inc.
Number of employees: 11-50 employees Employees number: 11-50 employees

May 2017

May 2017

Become a closer with Proposify

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
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Quality
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Pros

This has made my life easier by allowing me to turn around proposals in minutes versus hours. I can track real time feedback from my potential clients and they have said my proposals are much more professional looking.

Cons

While there are table features, they are limited. This is hardly a reason though to not use Proposify. My proposals use heave tables and I was able to work around this issue but I do hope they add new features to tables soon (i.e., merge cells, copy paste, etc.).

Review Source: Capterra
 

DAVID from STRATECH International
Number of employees: 11-50 employees Employees number: 11-50 employees

May 2017

May 2017

Excellent control in all sales quotes

Ease-of-use

Functionality

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Customer Support

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Total control of the clients proposal to close more and faster.

Pros

Mobile Notifications: you can receive notifications form your cliente in real time everytime your cliente reed your email, aprove, decline or comment in your quote

Cons

The iPhone app it's not a complete solution: You can't create or modify proposal using the mobile iPhone app

Review Source: Capterra
 

Curtis from Smith Cinematic

May 2017

May 2017

Best proposal software on the market. The ease of use is far above the rest.

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Pros

Ease of use, custom options. Templates!!!! I love the templates since they only required me to write a bit more custom information to make it work. So easy!

Cons

Yes it ties into quickbooks, but perhaps a bit more flexibility on how it inputs information into quickbooks...

Review Source: Capterra