# Proposify Software Reviews, Demo & Pricing - 2026

> Review of Proposify Software: system overview, features, price and cost information. Get free demos and compare to similar programs.

Source: https://www.softwareadvice.com/rfp/proposify-profile

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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 2026: Benefits, Features & Pricing

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 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

Alternative Product

[Docusign](https://www.softwareadvice.com/product/367901-Docusign/)

4.7

[(9360)](https://www.softwareadvice.com/product/367901-Docusign/reviews/)

Ratings Breakdown

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

Pricing

Starting at $15.00 per month

Get Price

Alternative Product

[QuoteWerks](https://www.softwareadvice.com/cpq/quotewerks-profile/)

4.6

[(192)](https://www.softwareadvice.com/cpq/quotewerks-profile/reviews/)

Ratings Breakdown

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

Pricing

Starting at $50.00 per month

Get Price

Alternative Product

[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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[PandaDoc](https://www.softwareadvice.com/contract-management/pandadoc-profile/)

4.5

[(1249)](https://www.softwareadvice.com/contract-management/pandadoc-profile/reviews/)

Ratings Breakdown

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

Pricing

Starting at $19.00 per month

Get Price

Alternative Product

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

4.8

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

Ratings Breakdown

-   4.79Ease of use
-   4.87Value for money
-   4.82Customer support
-   4.59Functionality

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 46 integrations

## Proposify User Reviews

Overall Rating

4.4

Ratings Breakdown

5

63%

4

25%

3

7%

2

2%

1

3%

Secondary Ratings

Ease of Use

4.3

Value for money

4.3

Customer support

4.4

Functionality

4.3

Aman Preet S.

Verified reviewer

Retail

10000+ employees

Used weekly for less than 12 months

Review source

Reviewed July 2022

Pros and cons of Proposify

4

Overall experience with Proposify is nice as it fullfill our current requirements quite well hence one can go with Proposify software if they wanna have right workflow management tool.

Ratings Breakdown

4

Ease of use

5

Value for money

2

Customer support

3

Functionality

Pros:

Our dependency with CRM tools is based on our current requirements and the main reason of using Proposify is to have perfect documents signature as well as ideal workflow management system which could automate the process and here Proposify did it job quite well.

Cons:

The efficiency of using other tools in collaboration with Proposify is not that good as for handling and improving documents that is required. Hence this is something where our team felt the improvement is required.

Reasons for switching to Proposify

The pricing and content management of above tools were not fitting into our current requirements.

Read More

JL

Jen L.

Verified reviewer

Accounting

51-200 employees

Used weekly for more than 2 years

Review source

Reviewed September 2024

We love Proposify

5

We've had a great experience with Proposify. I recommend it to fellow marketers as a way to streamline their proposal process.

Ratings Breakdown

5

Ease of use

5

Value for money

5

Customer support

4

Functionality

Pros:

It's easy to use and saves time on the creation of my proposals.

Cons:

There are some features I wish it had, but the UX reaches out several times a year to discuss how the user experience is.

Reasons for choosing Proposify

It was what we needed at the time and the most cost effective.

Read More

RG

Ryan G.

Verified reviewer

Marketing and Advertising

2-10 employees

Used weekly for less than 12 months

Review source

Reviewed August 2024

Horrible service after the sale and they hid things in their click-through TOS

1

It started out well until they charged me after I had already canceled. They make it impossible to cancel online through your dashboard. You can only cancel through them and they are SLOW to respond or cancel the account. Beware that they will do everything they can to keep your money even if you did cancel.

Ratings Breakdown

4

Ease of use

1

Value for money

1

Customer support

4

Functionality

Pros:

I liked that the program was easy to use.

Cons:

They have the worst customer support or any company I have ever dealt with. They also hid things in their TOS that I strongly suggest you read.

Read More

Susan W.

Verified reviewer

Construction

2-10 employees

Used daily for less than 6 months

Reviewed October 2019

Love it.

5

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

5

Ease of use

5

Value for money

5

Customer support

5

Functionality

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

Read More

Dinos P.

Verified reviewer

Marketing and Advertising

Self-Employed

Used monthly for less than 2 years

Review source

Reviewed May 2022

Churning out proposals faster than typing “lets send them a proposal”…

5

I’d choose Proposify over many of the others out there in the marketplace since it has everything I need to create proposals and good looking ones that win clients for my company.

Ratings Breakdown

5

Ease of use

5

Value for money

5

Customer support

5

Functionality

Pros:

UI is great, functionality helps get good looking proposals out there fast. Pricing tables with options and wonderful and the integrations are good too.

Cons:

Not much…wish it would integrate with QuickBooks Payments in addition to Stripe, or just offer another payment processor integration like WePay or \*something\* so I wouldn’t even need to integrate my accounting system.

Reasons for switching to Proposify

Nussi doesn’t seem to be creating any new features lately…feels like stagnant software.

Read More

Melanie A.

Verified reviewer

Professional Training & Coaching

2-10 employees

Used monthly for less than 12 months

Review source

Reviewed July 2023

Robust and Relevant but Has Competition

3

Solid resource but not for everyone. Quality and consistent way to elevate your brand. Some glitches but overall, works well.

Ratings Breakdown

4

Ease of use

2

Value for money

3

Customer support

4

Functionality

Pros:

I was excited to give Proposify a try because I do a great deal of professional document designs. I have also had a handful of clients trial it before ultimately deciding on a program to meet their needs. I like that users could easily modify the templates and that there are a variety of quality templates available. This enables users to create branded documents with professional look and feel and to do so consistently. A service like Proposify helps to save time which ultimately translates to saving money. It’s a good resource if you’re doing high volume sales presentations or pitches.

Cons:

I disliked the pricing options as they are somewhat restrictive and seem to exclude a population of customers who might be interested in a one-off or two-off solution. This makes them not as attractive as some of their competitors but a great option for others and it may not be the most ideal if you’re not doing a high volume of pitches or proposals.

Reasons for choosing Proposify

I trialed it, but ultimately didn’t keep it long.

Read More

Matthew N.

Verified reviewer

Internet

Self-Employed

Used monthly for less than 6 months

Reviewed September 2019

Helping automate my freelance business

4

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.

Ratings Breakdown

4

Ease of use

5

Value for money

4

Customer support

5

Functionality

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.

Vendor Response

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!

Replied November 2019

Read More

MM

Mustafa M.

Verified reviewer

Business Supplies and Equipment

2-10 employees

Used daily for less than 6 months

Reviewed September 2019

Out of Scope Reach to our Clients

5

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.

Ratings Breakdown

5

Ease of use

5

Value for money

5

Customer support

5

Functionality

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.

Vendor Response

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!

Replied November 2019

Read More

SP

Shaun P.

Verified reviewer

Information Technology and Services

2-10 employees

Used weekly for less than 12 months

Review source

Reviewed August 2020

Great for small businesses developing proposals for bigger projects.

5

Very positive experience with support, I've had little to query as its very easy to use and customise.

Ratings Breakdown

5

Ease of use

4

Value for money

5

Customer support

5

Functionality

Pros:

The library of content and examples is especially helpful. We've been able to develop proposals for our product offering and customise completely for every client.

Cons:

I would love integration between my FreeAgent.com account when a proposal has been authorised to automate the invoicing process.

Reasons for choosing Proposify

I spent time reviewing both and found Proposify very easy to use and customise for my needs.

Vendor Response

Hi Shaun, thanks for taking a moment to leave us a review. We'll be sure to share your integration suggestion with our team. Happy closing!

Replied September 2020

Read More

VR

Verified

Reviewer

Computer & Network Security

2-10 employees

Used daily for less than 12 months

Review source

Reviewed April 2025

Proposify overall review

5

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

Ratings Breakdown

5

Ease of use

4

Value for money

4

Customer support

4

Functionality

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.

Read More

Showing 1 - 10 of 299 Reviews

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

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