About Proposify

Proposify is the online proposal software for SMBs 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 mor...

Proposify Pricing

Team Plan $49.00 Great for growing sales teams. Billed quarterly or annually. - Unlimited Documents - Standard Integrations - Custom Fields & Variables - Client Input Forms - PDF Downloads - White Labelling - Chat Support Business Plan $590.00 Perfect for teams of 10 or more. Billed annually. - 10+ Users - Salesforce Integration - Approval Workflow - User Roles & Permissions - Unassigned Signatures - Premium Support - Onboarding Services

Starting price: 

$49.00 per month

Free trial: 

Available

Free version: 

Not Available

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Proposify Editor

Proposify User Reviews

OVERALL RATING

SECONDARY RATINGS

Ease-of-use

4.5

Value for money

4.5

Customer support

4.5

Functionality

4.5

Showing 1 - 5 of 262 reviews

John

Company size: 2 - 10 employees

Time used: Less than 12 months

Review Source: Capterra

This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

May 2022

Invaluable for getting more work in and winning proposals

User Profile

Susan

Verified reviewer

Company size: 2-10 employees

Industry: Construction

Time used: Less than 6 months

Review Source: Capterra

5

Ease-of-use

out of 5
5

Value for money

out of 5
5

Customer support

out of 5
5

Functionality

out of 5

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

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

User Profile

Aman Preet

Verified reviewer

Company size: 10,000+ employees

Industry: Retail

Time used: Less than 12 months

Review Source: Capterra

This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
4

Ease-of-use

out of 5
5

Value for money

out of 5
2

Customer support

out of 5
3

Functionality

out of 5

July 2022

Pros and cons of Proposify

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.

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.

Bradley

Company size: 11-50 employees

Industry: Information Technology and Services

Time used: More than 2 years

Review Source: Capterra

This review was submitted organically. No incentive was offered
2

Ease-of-use

out of 5
2

Value for money

out of 5
1

Customer support

out of 5
4

Functionality

out of 5

August 2022

What was a good product is now unstable with poor UX

Now bad.

Pros

We did like the simplicity and detail up until major changes were recently introduced.

Cons

Recent changes now make the most common function "Editing" a proposal now buried in the UI and hard to locate. We also now get frequent blank page loads and crashes suggesting we "Refresh" the page.

Reasons for choosing Proposify

Simplicity and Detail, however this is no longer the case.

User Profile

Matthew

Verified reviewer

Company size: 1 employee

Industry: Internet

Time used: Less than 6 months

Review Source: Capterra

4

Ease-of-use

out of 5
5

Value for money

out of 5
4

Customer support

out of 5
5

Functionality

out of 5

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

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

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