Proposify Software


 

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.

 

Proposify - Editing proposal
 
  • Proposify - Editing proposal
    Editing proposal
  • Proposify - Email preview
    Email preview
  • Proposify - Proposal pipeline
    Proposal pipeline
  • Proposify - Templates
    Templates
  • Proposify - View metrics
    View metrics
Supported Operating System(s):
Mac OS, Web browser (OS agnostic), Windows 10

167 Reviews of Proposify

 

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Software Advice Reviews (1)
More Reviews (166)

Showing 1-1 of 1

Patti from Kapp studio
Specialty: Other
Number of employees: 2-10 employees Employees number: 2-10 employees

September 2017

September 2017

User friendly with bells and whistles you'd expect

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Functionality

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N/A
Value for Money

Pros

Everything I expected to be included was there. We are a small growing business. It is really capable of handling bigger teams and projects like I've had in a former corporate life.

Cons

Too much for what I currently need. I wish they had a 'lite' version. I have a need to get quotes out which look nice and in a quick fashion. Much of it is template driven. Also - to integrate with a pricing tool would exceed expectations.

Review Source
 
 
 
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Michael from Room 214
Number of employees: 11-50 employees Employees number: 11-50 employees

December 2018

December 2018

Clunky and buggy, but on the right track

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Pros

The platform is on the right track in terms of attempting to improve the proposal writing, tracking and signing process, but suffers from a long list of design issues and missing features.

Cons

The number one issue is the inability for more than one person to work on a proposal at the same time - when you do so, one person loses the work they've done when the other saves theirs. It's a nightmare if multiple team members need to view and edit a proposal. There are a number of other issues related to how the app is designed, formatting text in proposals, and bugs.

Review Source: Capterra
 

Richard from Brandgarden.biz
Number of employees: 2-10 employees Employees number: 2-10 employees

November 2018

November 2018

Great for the busy executive

Ease-of-use

Functionality

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Customer Support

Value for Money

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We have made lots of sales based on this. Well worth the money.

Pros

Easy to use. Can make attractive templates. Automates the proposal process. Can track opens. See how much time was spent on reading each page.

Cons

Nothing. It’s perfect the way it is. Makes great products.

Review Source: Capterra
 

Dan from Private Capital Partners LLC
Number of employees: 2-10 employees Employees number: 2-10 employees

November 2018

November 2018

A good product that is still be upgraded

Ease-of-use

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Value for Money

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This happens to be my go to software for proposals. I have tried a number of other platforms but keep coming back to this one. They are doing a GREAT job of adding features right now, so I would definitely give this a shot. I have found it to be worth going through the learning curve!

Pros

This software cranks out nice proposals. I used them about a year ago and it was cranky. They have made major improvements over the last year. They now have lots of templates that are usable with a variety of industries and purposes. The followup systems are much better and the editing functions are now a breeze.

Cons

Like any other software, it takes time to get to know it enough to be efficient. I am a learn-by-doing guy but this was not an easy ramp up. There are packets of services and products that you should propagate before you begin your process. Be sure to take the time to go through all the training or you will waste a lot of time.
The wysiwyg function is a little bit kluge-prone, so check your proposals with a test email before you release anything to prospects

Review Source: Capterra
 


November 2018

November 2018

Great proposal writing tool

Ease-of-use

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Quality

This is a great tool that keeps all of the proposals for multiple clients in one place. It provides a great interface for our clients to view and sign proposals.

Pros

I like the way you can see who has viewed the proposal and how much time each person spent viewing it.

Cons

I am least impressed with the customizing abilities. The editor is pretty basic, and I've gotten frustrated a few times with formatting struggles.

Review Source: Capterra
 

John from Sharpmonkeys
Number of employees: 2-10 employees Employees number: 2-10 employees

November 2018

November 2018

Invaluable for getting more work in and winning proposals

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Support

Easily helped me win more business this year. i now have a suite of proposals that are suitable for different types of projects and i can easily edit them and customise them for individual customers.

Pros

Proposify has helped me create multiple client proposals and really taken the hassle out of starting every proposal from scratch.

Cons

I have had a few times when budget tables have not saved and the software has crashed, However, i have contacted customer support on these occasions and they were able to get the data back for me.

Review Source: Capterra
 

Jared from Marketing & Advertising
Number of employees: 1 employee Employees number: 1 employee

November 2018

November 2018

Super easy and fast for sales!

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Pros

Proposify really helps expedite the proposal process. We can also standardize proposals as well.

Cons

No cons, love it! Really helps get contracts out the door quickly!

Review Source: Capterra
 

Dwight from Trademark Productions, Inc
Number of employees: 11-50 employees Employees number: 11-50 employees

November 2018

November 2018

Great Starter Proposal Software

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Value for Money

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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.

Review Source: Capterra
 

Megan from Likeable Media
Number of employees: 51-200 employees Employees number: 51-200 employees

November 2018

November 2018

Proposify

Ease-of-use

Functionality

Product Quality

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Pros

Easy to use - customizable templates - good functionality

Cons

It has limited storage for past proposals.

Review Source: Capterra
 


November 2018

November 2018

Great proposal solution

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

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Usability
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Quality
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Support
Pros

I like that they have a library where I can keep various types of documents. The ability to customize and update various documents with an easy-to-use interface is helpful when you need to get documents out quickly. Online signature is fantastic.

Cons

While layouts and docs can be customized, it's still not the very best design tool so some design functions are limiting.

Review Source: Capterra
 


November 2018

November 2018

So cool! Proposals are hard, this makes it easier

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I chose not to purchase it because my design team had already created a more beautiful proposal template in Google Docs, which is free. Without that "running start" there's not a huge difference between Proposify and Google Slides.

Pros

This creates a professional-looking online proposal with minimal effort. It's fairly easy to use and collaborators can pitch in. If you're starting from scratch, this gives you a big leg up.

Cons

I thought the designs were a little meh—especially the graphic design one! They could put more effort into making more beautiful proposals instead of b-level corporate designs.

Review Source: Capterra
 

Sheldon from Supreme Optimization
Number of employees: 11-50 employees Employees number: 11-50 employees

November 2018

November 2018

Littered with bugs that waste your time and make you look unprofessional

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Functionality

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Value for Money

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Used it for three years. Woulda switched a long time ago to anything else unfortunately not many options existed. Today I am finally making the change. No software makes me as frustrated to use as proposify over the years. Sorry, it’s the truth.

Pros

Best option of a lot of bad options. Very versatile. Lots of features.

Cons

Lots of features but they don’t work well. Slow. Very glitchy. Buggy. Things randomly change and glitch all the time so if you make one change you can bet your entire document is now different and you have to recheck everything.

Review Source: Capterra

  Response: Pitch Perfect Proposal Software, Pitch Perfect Software Inc.

Date: November 2018

November 2018

 

Hi Sheldon,

Thank you for taking the time to review. We always love to hear feedback from our clients, good or bad. It helps us improve Proposify and allows us insight into your needs as a user.

We're really sorry that you've been experiencing such difficulty, and we'd love a chance to help you get back to saving time and closing deals. If you'd like to give it another go, please contact support@proposify.com. We'll do our very best to help you get back on track.

Cheers.

 

Tal from C&Berg
Number of employees: 2-10 employees Employees number: 2-10 employees

November 2018

November 2018

Huge time saver!

Ease-of-use

Functionality

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Quality
Pros

I like that the clients can easily sign the proposals online !

Cons

Not that smooth and friendly on smartphones. :/ I am looking forward you'd do something about it though

Review Source: Capterra
 

Ron from Ads To Grow Consulting
Number of employees: 1 employee Employees number: 1 employee

November 2018

November 2018

Just buying but it's a great value

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

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this will especially create transparency and protection for my client and my own business

Pros

It takes all the work out of creating impressive and complete proposals that can be used to sell, close, and retain clients

Cons

Haven't found anything yet! Who could ask for more than a free trial?

Review Source: Capterra
 

Kevin from ContentCollective Digital
Number of employees: 2-10 employees Employees number: 2-10 employees

November 2018

November 2018

The answer to writing proposals

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

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Quality
Value for Money
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Pros

The completeness to each proposal template. Great layouts, clever copy and they get results.

Cons

The customization features are kit easily user friendly out of the box. There’s a learning curve

Review Source: Capterra
 


October 2018

October 2018

Great for creating and managing proposals

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

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It is a great system that makes it easy to write proposals and get these across to clients. We would have continued to use it if pricing was a little better.

Pros

This is a great way to engage with clients and win new contracts. We loved the e-signitures feature. It also helps to keep everything organised and in one place. We love how it looks too.

Cons

We wish there was a little bit more control over the formatting of contracts. It was easy to use but was a bit restrictive.

Review Source: Capterra
 

Iliana from Dimas & Roz Jewelry
Number of employees: 11-50 employees Employees number: 11-50 employees

October 2018

October 2018

Great tool to speed up the speed of the sales funnel

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

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It helped me create beautiful proposals, i was able to collaborate with my co-workers and, and get faster approvals thanks to online signatures.

Pros

I loved this tool because it definitely helped me speed up the time and detail that i needed with each proposal to each client. I simply pre-filled some of the most common scenarios to the tool and after setting the tool up to fit my business needs, it has helped me be more efficient.

Cons

Nothing really, it interacts well with other software, once you have everything pre-loaded onto the account it will take care of the rest.

Review Source: Capterra
 

Sharad from Strategic Response Systems
Number of employees: 2-10 employees Employees number: 2-10 employees

October 2018

October 2018

Template issues

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

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Pros

Great product for proposals using A4 format.

Cons

Proposal templates are using A4 size. If you are in the US, you will need to do a good deal of manual work to turn templates into US-Letter size. Their support is not helpful: "I'm sorry to say that A4 is the international standard for page sizes. In order to make sure we're competitive in all markets, we have to make sure our templates are able to reach as many people as possible. I understand how much of a pain it can be to edit that, though."

Review Source: Capterra
 

Mamta from Bollywood Posterelic
Number of employees: 2-10 employees Employees number: 2-10 employees

October 2018

October 2018

Proposal Creation Tool

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
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Pros

Sending proposal on proposify and send directly towards clients and even in create templates. It save the time to create proprosals and its very easy to develop just like drag and drop.

Cons

Pricing is bit higher side even for Annual payment.

Review Source: Capterra
 

Greg from SpringField Payments
Number of employees: 1 employee Employees number: 1 employee

October 2018

October 2018

Powerful Features but a bit Limted

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

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Quality
Value for Money
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Pros

The analytics are excellent and could easily help you close a deal that may have slipped by. The templates are also great to help you get started.

Cons

There are so many options for proposal creation now that you may very well find an option that is less money and integrates with your software set better. The price is also a little on the high side.

Review Source: GetApp
 

Ian from SmartFiber
Number of employees: 11-50 employees Employees number: 11-50 employees

October 2018

October 2018

Awesome Templates. Limited Updates

Ease-of-use

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Great for Small Businesses and Start-Up proposal generation and tracking. A wide variety of pre-built templates. Can't beat pricing.

Pros

Ability to create, send and track proposals. Simplified Sales process!

Cons

Once you have a template created, there are CRMs out there that can automate everything proposify does with more bells and whistles.

Review Source: Capterra