For any of you who have suffered through the time suck fun of writing proposals on a regular basis, Proposify is going to be an awesome app for you or your clients.

our favourite feature; huge time savings. If anybody's ever done proposals on Word or Excel; it’s head wreck. Proposify is great because there's beautiful templates there ready to go, it saves you a ton of time and they are visually appealing. We get lots of feedback from our clients when we send them out proposals that our proposals look amazing. The other top features are that there's a super easy editor to use, great content library, there’s the signature function in there to get your signature to get to a proposal signed off on. There's great, sneaky metrics that we absolutely love. You get notifications on your phone via the app when somebody opens the proposal, and when they've signed off on it. But, also, you can go into the app and see how much time people are actually spending looking at your proposal, which I think is kind of sneaky but it surprises me how little time people actually spend reading your proposal. Spoiler alert: people don't read their contracts.

the startup integration is cool but we'd like to see a little bit more love in that space. So once the Stripe payment is taken could the clients get a receipt? That might be helpful, we have to go and actually manually create that in Quickbooks, so it's a little bit of love required on that, I think it was more of an after fact for them and they've just left it to Stripe to kind of manage it.

Our institution uses Proposify as a way to showcase our services to clients, allowing them to examine everything we offer and sign a contract with us from the proposal. It is used by other department heads, so there is no problem with misinterpretations. Everything the client needs to know about how we work for them is clearly stated and beautiful.

Because it sends drafts and can have automatic reminder emails, there is reciprocal communication between both sides of the draft that you can have: clients have the ability to write reciprocal notes. It just makes everything very seamless and integrates with most of your customer relationship management programs. There are wonderful, stealthy measurement methods that we love. On your smartphone, you'll get alerts through the app when someone opens your proposal and has signed. You may also log into the app and see how often people are looking at your presentation. Therefore, the most appreciated feature is the enormous amount of time saved. If someone has used word processing programs like Word or Excel, they probably have a poorly developed mind. Proposify's purpose is excellent because there are visually appealing templates ready to use, it helps you save time and is visually pleasing. We received numerous comments from our clients when we sent them alternative proposals that we thought would look amazing.

The initial onboarding is wonderful, however, a little more love should be shown there. After payment has been made with Stripe, could clients receive a receipt? This could be helpful, since by this time we have to do it by hand in QuickBooks.

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.

Thanks to the segmentation and monitoring of interactions, it allows us to offer our clients a more personalized service adapted to their needs. Constantly increasing sales and satisfaction of both clients and professionals

I like it because it has an approach focused on efficiency and business customization, this platform offers intuitive and powerful solutions to help maximize results and maintain a solid relationship with your clients. It helps to keep track of interactions which allows detailed tracking of all interactions with customers, whether by email, phone calls or any other way. This will help you keep a complete record of communications and provide a more personalized service. Bearing in mind that with more efficient and personalized customer management, you will be able to increase customer retention and generate new sales opportunities.

The use of a new tool may require a period of adaptation and learning to get the most out of it, but I consider that this solution is aimed at almost any organization with efficient results

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

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.

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.

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

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.

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.

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.

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%.

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.

Its been great, Always get an answer.

The layout and presentation. I believe this changed the way we do business after 45 years. We have been developing our own until I found Proposify. Its everything I need to draw up a quote from $500.00 - $1,000,000.00 Its that simple. Totally changed the way we communicate with our clients and our competiton has nothing on us. Our quotes are giving us the edge on them. Layout, design, color, ease of use. Love it!!!!

The only thing I wish it had was easier functions to add line items and costs. I need more.

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.

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.

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

We love the fact that what is being sent out is consistent as far as branding and language, that it is really easy for the prospects to read and execute, and that the salespeople actually use it!! It has been a great addition to our sales toolkit!

Our salespeople are delighted with Proposify. It has provided a professional, consistent, fast and easy way to submit proposals to prospects. It has also made it very easy for the prospects to respond and execute proposals. Our close rate on proposals has increased and I expect to see that continue.

We sometimes hit a snag when trying to edit our templates, but when that has happened the Proposify tech support team has been a great help. We get immediate responses to our questions and great help.

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.

Integrations. Looks. Functionality. User Friendliness.

Pricing but it's not too bad.

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.

Easy to use, great looking and amazing customer service

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.

The business problem I had hoped to solve was creating more efficiency with the proposal process. Instead I've inherited a new set of problems created by Proposify that is far worse.

It really does have the features my business needs. Their poor support staff is trained to be super nice, but they can't help the fact that they work for a bad product.

It is the buggiest software I have ever used. We are working against deadlines and literally every time I have to create a proposal, it loses functionality. I literally can't make the most simple edits. It just freezes up or arbitrarily removes things. It's maddening.

It definitely makes the sales process and tracking thereof easier as you can document together all steps along the way.

The best feature are the templates for various industry. I use this soft and I recommended to many of my clients as it helps create great looking proposals, keeps track of your sales funnels.

Pricing is pretty high if you do not send out proposals on a regular basis. Also some functionality can be a bit unstable or slower to respond.

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

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.

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.

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.

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.

Proposify has cut my proposal-generating time down to an eighth of what it was before. I am now able to have a consultation call with a potential client and have a proposal to them later that day. Before, it would have taken me a week or more, because I was doing everything from scratch. Even better, my proposals look so professional and have extra pieces to them that I never would have thought of—why us, next steps, and so much more. Plus, the ability to track when the potential client viewed the proposal and how long they spend on each section is invaluable data.

When I sent out a proposal before, it was a Word doc with my logo that I saved as a PDF. It was one to two pages with a single fee listed. It worked, but it wasn't pretty. Enter Proposify, which makes my proposals shine! I was able to adjust the template to tailor it to my brand, including photos, colors, and more. I have created several standard pages to include in every proposal as well as different fee tables so that generating proposals has gone so much faster. Proposify is easy to use, and the training webinars were incredibly helpful. I absolutely love it!

As I was adjusting the template, a few things haven't been exactly intuitive. But the training webinars, FAQs and documentation, and support staff are amazing.

I've used this both in an agency setting and as an individual consultant to craft and send proposals. I truly do believe that a great proposal (both visually and written) helps to win business. Proposals can be one of the most critical sales documents in your process.

The software helps you to create great-looking proposals and keep things in your sales funnel organized. It is also nice that you can track when someone has opened your email/proposal and how long they have viewed different sections, which greatly helps during sales follow-ups.

Glitches. I've used this software for a couple years and I do find that it does glitch out quite frequently. The text formatting changes when you writing text and then it goes to the next page. The worst experience was when I lost hours worth of work for a big proposal (and it didn't autosave), making for a sleepless night.

Absolutely fantastic. A good example of how a good SaaS company should operate.

The software is very easy to use and produces lovely looking proposals (I've had compliments from customers who've asked what proposal software we use) but the thing I like most is the customer support. It's great to see a SaaS product backed up by brilliant and quick customer support....this is so rare these days!

The formatting can be a bit tricky to begin if you have highly customised templates but the support team sorted everything out really quickly.

it has helped me to earn some good customers

With proposify I can make professionally attractive proposal, can reuse parts of proposal this saves time. Other features which I like the most is that you can track status of proposal that it has been seen or not and you can set templates for follow ups also and three cheers for there support they do love there customers and try to help them .

except the pricing I don't feel they have anything to dislike

Shop elsewhere. Not worth the $

It's end user functionality is good, meaning when it's time for a client to sign - it works. But...

Formatting is incredibly difficult. It doesn't play well with other software when you build something in pdf or word and copy and paste. PLUS - they won't let you export data. I tried to get an csv file on all the clients I've loaded in there and it won't let you. The customer support is all talk. I strongly suggest you look at other platforms.

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!

Professional, user-friendly proposals

Limited storage of past proposals

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!

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

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.

I like the drag and drop feature. It is easy to add each individual item (with price) when preparing a quote or a client.

You cannot set up certain field throughout a document so it automatically populates when you make a change such as a client name or date. When you win a deal, this program does not integrate with Quickbooks so we have to manually set up the client in QB and create a new invoice.