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

181 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

(126)

4 stars

(40)

3 stars

(9)

2 stars

(2)

1 stars

(4)

Likelihood to Recommend

Not likely

Very likely

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Showing 1-20 of 181 reviews

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October 2016

Josh from Signal Interactive

Company Size: 11-50 employees

Review Source: GetApp


Ease-of-use

5 of 5

Value for money

5 of 5

Customer support

5 of 5

Functionality

4 of 5

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 of 5

Value for money

4 of 5

Customer support

5 of 5

Functionality

5 of 5

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.

December 2016

Zachary from Pyxl

Company Size: 51-200 employees

Review Source: Capterra


Ease-of-use

5 of 5

Value for money

5 of 5

Customer support

5 of 5

Functionality

4 of 5

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.

June 2018

Virginia from Zenergy Technologies

Company Size: 51-200 employees

Review Source: GetApp


Ease-of-use

5 of 5

Functionality

5 of 5

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 of 5

Value for money

5 of 5

Customer support

5 of 5

Functionality

5 of 5

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.

October 2016

Dan from Blue Ocean Interactive Marketing

Company Size: 2-10 employees

Review Source: Capterra


Ease-of-use

5 of 5

Value for money

5 of 5

Customer support

5 of 5

Functionality

5 of 5

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 of 5

Value for money

4 of 5

Customer support

5 of 5

Functionality

4 of 5

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

2 of 5

Value for money

3 of 5

Customer support

4 of 5

Functionality

3 of 5

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 of Pitch Perfect Software Inc.

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!

October 2018

Anonymous

Verified Reviewer

Company Size: 11-50 employees

Review Source: Capterra


Ease-of-use

3 of 5

Value for money

3 of 5

Customer support

4 of 5

Functionality

4 of 5

October 2018

Proposify for small business sales proposals

Pros

The ability to track current and pending proposals that have been submitted and to see where each client is spending the most time in the proposal.

Cons

The lack of integrations. As far as we have been able to utilize the Podio integration does a great job updating it's own app but as soon as you try to incorporate internal data it gets jumbled. The problem here is that it cannot auto relate to an existing project and a project must be created before we can set up the proposal (as we must work out the pricing before creating the proposal). It could really use a clean up on the integration bit.

October 2016

Nate from Sidebench

Company Size: 11-50 employees

Review Source: GetApp


Ease-of-use

4 of 5

Value for money

5 of 5

Customer support

5 of 5

Functionality

5 of 5

October 2016

The Best Proposal & Contract Platform That We've Used

After trying several other options over the last few years for our consulting business, we found Proposify and have been very happy with the platform. It has a number of great features, is quite reliable, and the team is always quick to respond or address any issues that we run into. The support is perhaps what I would emphasize most; our previous platform (QuoteRoller) was very poor when it came to support and responding/acting on feedback. Proposify clearly cares about what its customers have to say and is always working to make it better!

Pros

- Templates & contract modules (easy to 'slice up' and use/re-use only what you need)
- Design and user experience
- Reliability
- Proposify team!
- Flexibility
- Tracking of proposals (sent, viewed, signed, etc.)
- Email & follow-up templates/options

Cons

- Occasional issues with editing/formatting of contracts
- Formatting of PDFs from the platform will sometimes be slightly different than the in-browser version

September 2016

Anonymous

Review Source: GetApp


Ease-of-use

4 of 5

Value for money

5 of 5

Customer support

5 of 5

Functionality

5 of 5

September 2016

Impressive Proposals in Minutes

Proposify has totally streamlined the way I write proposals. What used to take me an hour or so with my Word template, now happens in about 15 minutes - and it looks more professional. I also love that I can send clients a link to view online, which means I know if they've opened the proposal or not, so on following up I can be more prepared. In the past if I need to get a proposal to a client really urgently, I might end up doing a one page quote with a few details and pricing, but with Proposify, I can whip up an impressive multiple page proposal in 15 minutes - and it's definitely getting me more sales.

Pros

The reusable sections are fantastic, you can create great looking pages and sections and store them in a library ready to drop in as required. And it's easy to update those as details or pricing change.
Online link for clients to view the proposal tracks their viewing so you know which pages they viewed and for how long on each page.

Cons

On occasion the editor can be a bit glitchy, but that might be my computer/browser at fault.

November 2018

Dwight from Trademark Productions, Inc

Company Size: 11-50 employees

Review Source: Capterra


Ease-of-use

3 of 5

Value for money

3 of 5

Customer support

4 of 5

Functionality

3 of 5

November 2018

Great Starter Proposal Software

We still use it today - we communicated heavily with the team on bugs. We have too much time invested with 10+ tempaltes and arfchive of proposals to make the move now.

Pros

Origionally it was the ease of use and premade tempaltes to use, digital sending and signatures. I am also fond of the reminders that can be sent to helkp push the cleitn along.

Cons

Complications happened when a forced push to new version in June of 2018 - the new version was littered with many bugs and many times work was lost.

April 2017

Jo Lynn from CleverOgre

Review Source: Capterra


Ease-of-use

5 of 5

Value for money

5 of 5

Customer support

5 of 5

Functionality

5 of 5

April 2017

Easy, user friendly, and simplifies the most important part of the sales process - the close!

Pros

I've used several on line proposal and contract processes. Proposify is easy on the sellers end to build a library of individual sales experiences and super easy on the buyers end to sign a contract for services. The elimination of roadblocks in converting sales is every sales directors dream. Having it be easy for sales - is every sales persons dream.

Cons

My biggest roadblock is my email with the link to the proposal often goes into the customers Spam folder. This isn't Proposifys fault. Most email security will filter out a linked email. I have turned this into an "opportunity" for another contact with my customer. A "follow up" helpful email letting them know I've sent the proposal and to check their spam folder if they haven't seen it.

February 2019

Jeffrey from Generis

Company Size: 11-50 employees

Review Source: Capterra


Ease-of-use

3 of 5

Value for money

5 of 5

Customer support

4 of 5

Functionality

4 of 5

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.

July 2018

Carly from Bang Digital (Australia)

Company Size: 11-50 employees

Review Source: Capterra


Ease-of-use

4 of 5

Value for money

4 of 5

Customer support

5 of 5

Functionality

5 of 5

July 2018

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

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.

July 2018

Anonymous

Verified Reviewer

Company Size: 1,001-5,000 employees

Review Source: Capterra


Ease-of-use

4 of 5

Value for money

5 of 5

Customer support

4 of 5

Functionality

5 of 5

July 2018

I used Proposify for all company proposals for years

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.

September 2018

Anonymous

Verified Reviewer

Company Size: 11-50 employees

Review Source: Capterra


Ease-of-use

5 of 5

Functionality

5 of 5

September 2018

Proposify for small business

Pros

We use Proposify to create proposals for clients. The program allows us to insert pictures, as many pages as we want, and create a professional-looking proposal for our clients to review and sign.

Cons

For our purposes, there isn't anything we dislike about Proposify. It is a great option if you need to create proposals or detailed sales material.

December 2016

Brandon from Hinkle Hardscapes

Company Size: 11-50 employees

Review Source: Capterra


Ease-of-use

5 of 5

Value for money

5 of 5

Customer support

5 of 5

Functionality

5 of 5

December 2016

Deliver High-Quality Proposals That'll WOW Your Customers!

We've been using Proposify to deliver proposals to potential clients. It's easily been a time-saver, as well as a tool to set us apart from our competitors!

Pros

Professional, user-friendly proposals

Cons

Limited storage of past proposals

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

Replied December 2016

Hi Brandon, So glad to hear Proposify is helping you save time and setting you apart from your competitors! I'm happy to let you know that with Proposify, when you archive a proposal there is no limit for storing your past proposals. Please check out http://support.proposify.biz/proposals/archiving-and-deleting-proposals for more info. Thanks for the review!

June 2017

Becca from JMC Global

Company Size: 11-50 employees

Review Source: Capterra


Ease-of-use

4 of 5

Value for money

5 of 5

Customer support

5 of 5

Functionality

4 of 5

June 2017

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

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.

November 2016

Jason from Chariot Creative Inc.

Company Size: 2-10 employees

Review Source: Capterra


Ease-of-use

5 of 5

Value for money

5 of 5

Customer support

5 of 5

Functionality

5 of 5

November 2016

A++ Can't Say Enough Good About Proposify

I'm the owner of a design & marketing agency and I've been using Proposify for nearly a year now and absolutely LOVE it. It took some time to set up with my own branding, templates, etc. However once that's done this software is a proposal beast! I believe the value, at least for me, is that it's pushed me to create more thorough, engaging proposals and in-turn hasn't gotten me tens of thousands of new business. The tools have gotten better and better with their improvements. I had one small issue using a certain browser, they responded immediately, directly to me - yes a real live tech person - and resolved the issue which was software-wide, within a day and a half. The people behind the scenes really care about each aspect of Proposify and it shows... I didn't get the usual delayed replies, ultra elementary response questions, excuses, and runaround that I've nearly grown to expect... It is refreshing. Great job guys, keep it up!

Pros

Templates, Auto-fill tags, Reports, E-sign feature, downloads, love it all.

Cons

Copy & paste, and spacing can be a little difficult to predict at times, but it's easy to learn the quirks and still get through everything just fine.