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

133 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

Customer Support
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 132

Nick from aVers Cloud Solutions

June 2018

June 2018

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

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

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.

Review Source: Capterra
 

Owen from AICTP

June 2018

June 2018

Allows your proposals to look like a pro's!

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

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

Review Source: Capterra
 

Virginia from Zenergy Technologies
Number of employees: 51-200 employees Employees number: 51-200 employees

June 2018

June 2018

Sleek and snappy proposals have never been easier

Ease-of-use

Functionality

Product Quality

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
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.

Review Source: GetApp
 

Andrés from ELI SOLUTIONS INC.

May 2018

May 2018

Forget your PowerPoint templates and make a solid proposal with Proposify

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

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.

Review Source: Capterra
 

Brayan Agostinho from SOAINT
Number of employees: 501-1,000 employees Employees number: 501-1,000 employees

May 2018

May 2018

excellent tool to create business proposals quickly and easily

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support
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

Review Source: Capterra
 


May 2018

May 2018

A good robust proposal tool

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

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

Review Source: Capterra
 


May 2018

May 2018

My new go-to tool for Proposals

Ease-of-use

Functionality

Product Quality

Value for Money

Ease-of-use
Usability
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Functionality
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Quality
Value for Money
Value

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.

Review Source: Capterra
 


May 2018

May 2018

Mediocre at Best

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

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.

Review Source: Capterra
 

Lea from SAG

May 2018

May 2018

Time Consuming Software Setup

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
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Functionality
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Quality
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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.

Review Source: Capterra
 


April 2018

April 2018

proposals in minutes not hours

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

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

Review Source: Capterra
 


March 2018

March 2018

Great Professional Looking Proposals

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
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Product Quality
Quality
Value for Money
Value
Support

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

Review Source: Capterra
 

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

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

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

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

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

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
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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

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

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.

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

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

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

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

Customer Support

Value for Money

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

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

Ease-of-use
Usability
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Functionality
Product Quality
Quality
Value for Money
Value
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

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support
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!