About Proposify

Proposify is the online proposal software that gives you control and visibility into the most important stage of your sales process. The close. From deal design to sign-off, get the confidence and flexibility to dominate deals.

- Create impressive sales documents that stay consistent and error-free. - Receive the insights to scale your process, make timely engagements, and accurately forecast. - Deliver a seamless sign-off experience for your customers and prospects. - Manage and organize all your sales documents from contracts and quotes to proposals and presentations.

Features include a flexible and user-friendly design editor, electronic signatures, CRM integrations, data-driven insights, interactive pricing, content management, approvals, and so much...


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Supported Operating System(s):

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

256 Reviews of Proposify

Average User Ratings

Overall

4.49 / 5 stars

Ease-of-use

4.5

Value for money

4.5

Customer support

4.5

Functionality

4.5

Ratings Snapshot

5 stars

(173)

173

4 stars

(57)

57

3 stars

(13)

13

2 stars

(5)

5

1 stars

(8)

8

Likelihood to Recommend

Not likely

Very likely

Showing 1 - 5 of 256 results

October 2019

User Profile Picture

Susan from dBx Acoustics Limited

Verified Reviewer

Company Size: 2-10 employees

Industry: Construction

Time Used: Less than 6 months

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

5.0

October 2019

Love it.

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.

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.

Response from Pitch Perfect Proposal Software

Replied December 2019

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!

September 2019

User Profile Picture

Matthew from Tagticians

Verified Reviewer

Company Size: 1 employee

Industry: Internet

Time Used: Less than 6 months

Review Source: Capterra


Ease-of-use

4.0

Value for money

5.0

Customer support

4.0

Functionality

5.0

September 2019

Helping automate my freelance business

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.

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.

Response from Pitch Perfect Proposal Software

Replied November 2019

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!

April 2017

Matt from Crossley Acoustics LLC

Company Size: 2-10 employees

Industry: Music

Time Used: Less than 6 months

Review Source: Capterra


Ease-of-use

2.0

Value for money

3.0

Customer support

4.0

Functionality

3.0

April 2017

Great in concept, but buggy

We switched to Proposify from Bidsketch to solve a bunch of problems. Proposify is great on the surface and as an idea, but there are many things we don't like. Nonetheless, we're stuck with it for now. Pros: Proposify streamlines our proposal writing process, clean UI, pricing tables that do math. Staff is helpful and responsive. I love that we can spin up proposals very quickly with templates. It would be basically perfect if it weren't for the cons. Cons: This software is still full of bugs. There have been several instances where data has been lost, or unexpected behavior happens. It's extremely frustrating and time consuming when these bugs happen. I've probably submitted 20 bugs over the past month. Examples include formatting buttons that don't work, pages breaking and crashing etc. There are many features that leave us scratching our heads and asking either "why isn't this a feature" or "why IS this a feature? Examples: -You can add sales tax to pricing tables, but sales tax doesn't reflect in the totals. -Pricing tables are very difficult to customize -Pricing tables that are longer than one page cannot flow into a second page. If you do want them to flow into a second page, you have to create a special type of page from the start that can ONLY have the pricing table on it. -When you go through revision history, you see data from OTHER proposals that share the same type of section. -You can't format text in snippets. To see what it looks like you have to drag the snippet into one of your sections or templates. -The navigation is super clunky and not natural. I find myself clicking around a lot looking for things. ... and many more Bottom line: I want to have faith in this but I'm close to start looking at other options. We've had more than one catastrophic failure that has cost us tremendously and I'm at the point where I don't feel that I can rely on Proposify as a tool because I never can be 100% certain that it's going to work properly. Proposify should really take some time and listen to their users, and try writing some proposals themselves and experience the process. If they were willing I'd personally love to hop on the phone and talk through some suggestions for improvement, and I'm sure other users would feel the same way. I feel kind of bad for how much I've had to bother their support staff with bugs and issues. If Proposify improves, I'll come back and update my rating.

Response from Pitch Perfect Proposal Software

Replied April 2017

Hi Matt, We really appreciate you taking the time to provide feedback. We take it to heart, and it helps us improve Proposify. Our support team would love to jump on a call in the near future to chat more about it, and will be in touch to set up a time if you are interested. Thanks again!

July 2021

User Profile Picture

Scott from LEVEL PR

Verified Reviewer

Company Size: 2-10 employees

Industry: Public Relations and Communications

Time Used: Less than 2 years

Review Source: Capterra


Ease-of-use

4.0

Value for money

4.0

Customer support

5.0

Functionality

5.0

July 2021

Fleixible and Professional Proposal Software

Proposify helps me develop professional looking proposals that are easy to share with prospects and easy to edit.

Pros

I like the various options that are included on the platform that make it easy to customize a proposal. The templates included are also quite helpful. Also the metrics options to see engagement rates for proposals is a great way to get insight into the possible interest of prospects.

Cons

For the text boxes, a spellcheck featured is badly needed.

Response from Proposify Inc.

Replied August 2021

Hi Scott, thanks for leaving this review! We're happy to hear you love our software and proposal tracking, but you're right we don't have spell-check in our editor, but if you use a Grammarly integration, you can use it with the Editor in Proposify! We hope this helps - Happy closing and thanks again for all your feedback.

September 2019

Mustafa from Digital Spear

Company Size: 2-10 employees

Industry: Business Supplies and Equipment

Time Used: Less than 6 months

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

5.0

September 2019

Out of Scope Reach to our Clients

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.

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.

Response from Pitch Perfect Proposal Software

Replied November 2019

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!