---
title: "Proposify Software Reviews, Demo & Pricing - 2026"
description: "Review of Proposify Software: system overview, features, price and cost information. Get free demos and compare to similar programs."
source_url: "https://www.softwareadvice.com/rfp/proposify-profile/"
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---

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Proposify

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Overview

[Reviews](https://www.softwareadvice.com/cpq/proposify-profile/reviews/)[Alternatives](https://www.softwareadvice.com/cpq/proposify-profile/alternatives/)

# Proposify Review

From $19-$65/month Free trial 3 plans

Wondering if Proposify is right for your organization?

Our Contract Management Software selection experts can help you in 15 minutes or less.

On this page

-   Overview
    
-   User Interface
    
-   Popular Alternatives
    
-   Pros and Cons
    
-   Pricing and Plans
    
-   Features
    
-   Integrations
    
-   User Reviews
    
-   Popular Comparisons
    

## Overview

Proposify

4.4

[(299)](https://www.softwareadvice.com/cpq/proposify-profile/reviews/)

FrontRunner 2026

Pricing

Starting at $19.00 per user per month

### About Proposify

Proposify is a cloud-based proposal management platform that helps businesses streamline their sales process on a centralized interface. The solution enables users to create on-brand proposals and customize design-friendly templates for their sales documents. It can alter quantities and add-ons using the interactive quoting feature, simplifying the sales cycle. Additionally, Proposify includes contract management functionality, enabling users to mark up and sign contracts, quotes and agreements directly within the platform. The solution provides e-signature and payment processing integrations, allowing users to close deals faster. Proposify also offers real-time insights into prospect engagement, such as notifications and detailed analytics on document views and interactions.

Wondering if Proposify is right for your organization?

Our Contract Management Software selection experts can help you in 15 minutes or less.

## Proposify User Interface

## Popular Proposify Alternatives

Main Product

Proposify

4.4

[(299)](https://www.softwareadvice.com/cpq/proposify-profile/reviews/)

Ratings Breakdown

-   4.25Ease of use
-   4.34Value for money
-   4.43Customer support
-   4.32Functionality

Pricing

Starting at $19.00 per month

Get Price

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4.7

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Ratings Breakdown

-   4.70Ease of use
-   4.46Value for money
-   4.46Customer support
-   4.66Functionality

Pricing

Starting at $15.00 per month

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4.6

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Ratings Breakdown

-   4.53Ease of use
-   4.57Value for money
-   4.63Customer support
-   4.55Functionality

Pricing

Starting at $50.00 per month

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4.5

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Ratings Breakdown

-   4.40Ease of use
-   4.25Value for money
-   4.32Customer support
-   4.34Functionality

Pricing

Starting at $19.00 per month

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[WBudget](https://www.softwareadvice.com/proposal-management/wbudget-profile/)

4.7

[(59)](https://www.softwareadvice.com/proposal-management/wbudget-profile/#reviews)

Ratings Breakdown

-   4.59Ease of use
-   4.55Value for money
-   4.79Customer support
-   4.54Functionality

Pricing

Starting at $13.00 per month

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Alternative Product

[Prospero](https://www.softwareadvice.com/product/224785-Prospero/)

4.8

[(136)](https://www.softwareadvice.com/product/224785-Prospero/reviews/)

Ratings Breakdown

-   4.79Ease of use
-   4.87Value for money
-   4.83Customer support
-   4.58Functionality

Pricing

Starting at $12.00 per year

Get Price

## Proposify Pros and Cons

We analyzed 299 verified reviews for Proposify to find out what actual users really think.

Select to learn more

Robust Proposal Management Tools

Proposify streamlines proposal creation with customizable templates, detailed tracking, and collaboration features. Users can duplicate past proposals, monitor client engagement, and send professional documents quickly. Real-time notifications and analytics help teams follow up efficiently and tailor proposals to client needs.

Time-Saving Customizable Templates

The platform offers a wide range of visually appealing, industry-specific templates that are easy to customize and reuse. Users appreciate the ability to save snippets, manage assets, and quickly update templates, which helps maintain branding and speeds up proposal creation for teams and individuals.

Cost-Effective Sales Solution

Proposify is praised for its value, helping users close deals and present consistent, branded proposals. While some mention higher fees, most find the time saved and increased conversion rates justify the cost. Flexible pricing options and integration with payment tools add to its appeal for agencies and small businesses.

Inconsistent Text Formatting Experience

Users report frequent issues with formatting headings, paragraphs, and tables. The editor is described as clunky, with unpredictable formatting buttons and layout problems between web and PDF versions. Adjusting fonts, line spacing, and text boxes is often difficult and time-consuming.

Clunky And Buggy Text Editing

Editing text in Proposify can be frustrating due to buggy caching, autosave issues, and a basic editor. Users struggle with navigation, copy-paste limitations, and lack of spellcheck. The editor is seen as less intuitive than standard word processors, making simple edits and managing content cumbersome.

## Proposify Pricing and Plans

Starting price: $19.00 per month

Free Trial

Free Version

Basic

$19.00

per user, per month

Plan includes:

-   5 Active Documents
-   Chat Support
-   Content Library
-   Electronic Signature
-   Interactive Quoting
-   Notifications
-   PDF Downloads
-   Stripe Payments

Team

$41.00

per user, per month

Plan includes:

-   Custom Domain
-   Client Input Forms
-   Unlimited Document Sends
-   Reports
-   Custom Fields & Variables
-   Integrations
-   Auto-Reminders
-   Automations

Business

$65.00

per user, per month

Plan includes:

-   10 Users
-   Approval Workflow
-   Onboarding Services
-   Premium Support
-   User Roles & Permissions
-   Salesforce Integration
-   Single Sign-On (SSO)
-   API Access

Confused about pricing? We've got you covered.

Get a personalized pricing breakdown tailored to your specific needs—no guesswork, no generic estimates.

## Proposify Features

-   Popular features found in Contract Management
    
    Access Controls/Permissions
    
    Alerts/Notifications
    
    Approval Process Control
    
    Electronic Signature
    
    Full Text Search
    
    Team Collaboration
    
    Third-Party Integrations
    
    Version Control
    
    Workflow Management
    
-   More features of Proposify
    
    Activity Dashboard
    
    Activity Tracking
    
    API
    
    Approval Workflow
    
    Audit Trail
    
    Automatic Formatting
    
    Catalog Management
    
    Chat/Messaging
    
    Collaboration Tools
    
    Compliance Tracking
    
    Configurable Workflow
    
    Contact Management
    
    Content Library
    
    Content Management
    
    Contract Drafting
    
    Contract/License Management
    
    CRM
    
    Customizable Branding
    
    Customizable Fields
    
    Customizable Reports
    
    Customizable Templates
    
    Data Import/Export
    
    Digital Signature
    
    Discount Management
    
    Document Automation
    
    Document Generation
    
    Document Management
    
    Document Review
    
    Document Storage
    
    Document Templates
    
    Drag & Drop
    
    Forecasting
    
    For Sales Teams/Organizations
    
    Knowledge Base Management
    
    Payment Processing
    
    Pre-built Templates
    
    Price and Cost Calculations
    
    Pricing and Cost Calculations
    
    Pricing Management
    
    Product Configurator
    
    Progress Tracking
    
    Projections
    
    Project Management
    
    Proposal Generation
    
    Quotes/Estimates
    
    Real-Time Data
    
    Real-Time Notifications
    
    Reminders
    
    Renewal Management
    
    Reporting/Analytics
    
    Reporting & Statistics
    
    RFP Creation
    
    RFP Management
    
    Sales Trend Analysis
    
    Search/Filter
    
    Specialty Contracts
    
    Status Tracking
    
    Task Management
    
    Template Management
    
    Templates
    
    Workflow Automation
    

## Proposify Integrations

Podio

Integration rated undefined from -1 review

QuickBooks Online Advanced

Integration rated undefined from -1 review

FreshBooks

Integration rated undefined from -1 review

Vidyard

Integration rated undefined from -1 review

Xero

Integration rated undefined from -1 review

Harvest

Integration rated undefined from -1 review

See all 44 integrations

## Proposify User Reviews

## Proposify customer ratings

- Overall rating: 4.4/5
- Total reviews: 299

### Rating distribution

- 5 stars: 189 reviews (63%)
- 4 stars: 74 reviews (25%)
- 3 stars: 21 reviews (7%)
- 2 stars: 5 reviews (2%)
- 1 star: 10 reviews (3%)

### Secondary ratings

- Ease of use: 4.3/5
- Value for money: 4.3/5
- Customer support: 4.4/5
- Functionality: 4.3/5

---

### Love it.

- Overall rating: 5/5
- Reviewer: Susan W.
- Verified reviewer: Yes
- Industry: Construction
- Company size: 2-10 employees
- Product usage: Used daily for less than 6 months
- Reviewed: October 2019
- Review source details: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you.

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.

#### Ratings breakdown

- Ease of use: 5/5
- Value for money: 5/5
- Customer support: 5/5
- Functionality: 5/5

#### 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.

#### Vendor response

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!

Replied December 2019

---

### Proposify overall review

- Overall rating: 5/5
- Reviewer: Verified Reviewer
- Verified reviewer: Yes
- Industry: Computer & Network Security
- Company size: 2-10 employees
- Product usage: Used daily for less than 12 months
- Reviewed: April 2025
- Review source details: This review was submitted organically. No incentive was offered

cloud-based platform that helps businesses create professional, customizable proposals, contracts, and quotes

#### Ratings breakdown

- Ease of use: 5/5
- Value for money: 4/5
- Customer support: 4/5
- Functionality: 4/5

#### Pros

saves time with reusable templates, Transparent client interaction tracking, Strong branding customization

#### Cons

Steeper learning curve for advanced features, Pricing can be high for small teams

#### Reasons for switching to Proposify

Prices and support were different terms.

---

### The right idea but the execution lacks

- Overall rating: 3/5
- Reviewer: Jamie G.
- Verified reviewer: Yes
- Industry: Business Supplies and Equipment
- Company size: 11-50 employees
- Product usage: Used daily for less than 12 months
- Reviewed: October 2024
- Review source details: This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

#### Ratings breakdown

- Ease of use: 2/5
- Functionality: 3/5

#### Pros

The ability to send professional proposals is incredibly useful

#### Cons

Its clunky, difficult to use and when I used it wasn’t properly integrated with Salesforce for ease

---

### Wowza Proposals!

- Overall rating: 5/5
- Reviewer: John B.
- Verified reviewer: Yes
- Industry: Construction
- Company size: 11-50 employees
- Product usage: Used weekly for less than 2 years
- Reviewed: May 2025
- Review source details: This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

Proposify helped me (maybe it was more like I helped Proposify do the work...) create effective and powerful proposals. We went from boring, hum-drum business "letters" to full-colour, wowza proposals without much training at all! It's a great product and the built-in document management/signatures is very cool.

#### Ratings breakdown

- Ease of use: 5/5
- Value for money: 4/5
- Customer support: 4/5
- Functionality: 4/5

#### Pros

Proposify was extremely easy to use. I used it primarily for business proposals and the flexibility that it offered in terms of placing graphics within text boxes made the job simple and effective. The document tracking was kind of cool, too!

#### Cons

There wasn't much that I didn't like. We had a one year plan and while I thought that the cost was reasonable, upper management disagreed!

---

### Best Product I have used so far

- Overall rating: 4/5
- Reviewer: Nathan A.
- Verified reviewer: Yes
- Industry: Higher Education
- Company size: 11-50 employees
- Product usage: Used daily for less than 2 years
- Reviewed: September 2024
- Review source details: This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

Pretty good.. like it better than using google sheets or MS Word.

#### Ratings breakdown

- Ease of use: 4/5
- Value for money: 4/5
- Customer support: 3/5
- Functionality: 5/5

#### Pros

I love the way you can build pricing tables and templates into a proposal. Then you can customize even further with added personalization.

#### Cons

It gets a bit wonky with cache with your PC-- so you have to refresh reguarly to make sure things are saving. Then it takes some learning to know where to click with you mouse to drag/drop and open menus.

---

### A mediocre, limited proposal management software

- Overall rating: 3/5
- Reviewer: Verified Reviewer
- Verified reviewer: Yes
- Industry: Marketing and Advertising
- Company size: 51-200 employees
- Product usage: Used daily for less than 2 years
- Reviewed: October 2022
- Review source details: This review was submitted organically. No incentive was offered

#### Ratings breakdown

- Ease of use: 3/5
- Functionality: 3/5

#### Pros

I like the ability that you had to be able to use custom background pages when creating templates in allowed for easy branding.

#### Cons

The limitations on customization of templates, organization of constant pages, and the lack of freedom for multiple users to access the platform simultaneously are a few of the drawbacks.

---

### Great in concept but buggy as hell

- Overall rating: 3/5
- Reviewer: Catalina V.
- Verified reviewer: Yes
- Industry: Events Services
- Company size: 11-50 employees
- Product usage: Used daily for more than 2 years
- Reviewed: January 2022
- Review source details: This review was submitted organically. No incentive was offered

Overall it WAS a great product. It's going through growing pains but they don't seem to be growing out of it anytime fast. The support is somewhat responsive although 9/10 I get a canned response that doesn't really answer my question. If you are using the exact same template over and over again with no changes then you will probably have no issues but if you build a custom proposal for your clients it will be a frustrating task.

#### Ratings breakdown

- Ease of use: 2/5
- Value for money: 3/5
- Customer support: 1/5
- Functionality: 3/5

#### Pros

I love how it streamlines our proposal presentation to clients. We are able to quickly produce proposals that look beautiful and help us close... when there are no changes needed to be made to the template.

#### Cons

In seems that over the past few years the dev consistency has gone down a lot. There are a lot of feature updates but more and more bugs. Simple things that should be flushed out before deployment are not being done and this has been something I have seen for over a year and a half. The biggest issue so far has been pricing tables. You're prompted to update to the new tables but it never works. Support just tells you to do a few workarounds and sometimes it works and sometimes it doesn't. We don't have time to teach our entire team how to navigate the bugs. Before that there was a bug with being able to update simple text, you couldn't select a text box and you had to refresh every time. Before that, your templates would load blurry and then you had to scroll all the way to the bottom of the page then back up to be able to edit anything. I used to love this software so much but I don't know what happened. It went from saving us time to costing us time and causing hours of frustration. A common phrase of frustration in our office is "Why Proposify" WHY???" I am in the process of looking for an alternate to move my entire team to.

#### Vendor response

Hi Catalina! Thanks for leaving your review. Feedback like yours helps us get better! Customizing templates can sometimes be challenging. We now offer a custom template service, where our designers work with clients to create dream proposal templates! We also offer consultations to help our customers build better custom templates. Please let us know if these services are right for you and your team. We have received customer feedback about the pricing tables and have launched an internal team to focus on improving this experience. Our VP of Product would like to hear more about your experience, to help improve the overall product and your direct experience with Proposify. If you're interested, please reply to this thread and we will get you in touch.

Replied February 2022

---

### Great Proposal Software!

- Overall rating: 5/5
- Reviewer: Laurie L.
- Verified reviewer: Yes
- Industry: Marketing and Advertising
- Company size: 11-50 employees
- Product usage: Used daily for more than 2 years
- Reviewed: September 2024
- Review source details: This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

I have enjoyed using it and have never had any problems that I can't get an answer for.

#### Ratings breakdown

- Ease of use: 5/5
- Value for money: 5/5
- Customer support: 5/5
- Functionality: 5/5

#### Pros

It's very user-friendly and easy to add slides. It's easy to adjust tables or pricing or anything that I need to change.

#### Cons

I don't like it when new updates are made. but that's not a big deal. I know adjustments and improvements are important.

---

### Proposify Is Worth Checking Out - Great Product!

- Overall rating: 5/5
- Reviewer: Clayne W.
- Verified reviewer: Yes
- Industry: Professional Training & Coaching
- Company size: 11-50 employees
- Product usage: Used weekly for more than 2 years
- Reviewed: September 2024
- Review source details: This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

Very positive and now since I have several years of use under my belt, plus client feedback on their appreciation for the quality of our responses, it makes us feel great in using the product to attain overall high success.

#### Ratings breakdown

- Ease of use: 4/5
- Value for money: 5/5
- Customer support: 5/5
- Functionality: 5/5

#### Pros

I like the product's overall capability to help with producing very professional looking proposals - it has been very nice to use.

#### Cons

Wish that there was a Window's like undelete feature, just in case something is edited that you want to backtrack on. A bit unforgiving in that area.

---

### Typically, users may track the effectiveness of their sales staff by receiving metrics from Proposify.

- Overall rating: 5/5
- Reviewer: Atour T.
- Verified reviewer: Yes
- Industry: Research
- Company size: 51-200 employees
- Product usage: Used daily for free trial
- Reviewed: November 2023
- Review source details: This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

To assist users in creating and sending proposals quickly, Proposify offers a large selection of pre-made templates.

#### Ratings breakdown

- Ease of use: 5/5
- Value for money: 5/5
- Customer support: 4/5
- Functionality: 4/5

#### Pros

My proposals seem more official and are simpler to follow when I use Proposify. The customer service team is superior to the tool itself, even though it is still amazing. Knowledgeable, professional, and enjoyable to work with, they are ready to assist at any time. Proposify offers guaranteed privacy because they protect user data with cutting-edge security methods. Our remote team finds it simple to maintain consistency among the several estimates we utilize, and we can monitor the status of each estimate from a single dashboard.

#### Cons

Even with the abundance of customization possibilities, there is always opportunity for further integrations and customization choices. While Proposify's design function has a rather intuitive user interface, there are a few glitchy controls that frequently call for page refreshes or other awkward workarounds.

#### Reasons for switching to Proposify

Member Controls don't have much variation.

---

Showing 1 - 10 of 299 Reviews

[See All Reviews](https://www.softwareadvice.com/cpq/proposify-profile/reviews/)

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