Editing proposal
Supported Operating System(s):
Mac OS, Web browser (OS agnostic), Windows 10About Proposify
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 prov...
252 Reviews of Proposify
Average User Ratings
Overall
4.51 / 5 stars
Ease-of-use
4.5
Value for money
4.5
Customer support
4.5
Functionality
4.5
Likelihood to Recommend
Not likely
Very likely
October 2019
Susan from dBx Acoustics Limited
Verified Reviewer
Company Size: 2-10 employees
Industry: Construction
Time Used: Less than 6 months
Review Source: Capterra
Ease-of-use
5.0
Value for money
5.0
Customer support
5.0
Functionality
5.0
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
Replied December 2019
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!
September 2019
Mustafa from Digital Spear
Company Size: 2-10 employees
Industry: Business Supplies and Equipment
Time Used: Less than 6 months
Review Source: Capterra
Ease-of-use
5.0
Value for money
5.0
Customer support
5.0
Functionality
5.0
September 2019
Out of Scope Reach to our Clients
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.
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.
Response from Pitch Perfect Proposal Software
Replied November 2019
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!
April 2017
Matt from Crossley Acoustics LLC
Company Size: 2-10 employees
Industry: Music
Time Used: Less than 6 months
Review Source: Capterra
Ease-of-use
2.0
Value for money
3.0
Customer support
4.0
Functionality
3.0
April 2017
Great in concept, but buggy
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.
Response from Pitch Perfect Proposal Software
Replied April 2017
Hi Matt, We really appreciate you taking the time to provide feedback. We take it to heart, and it helps us improve Proposify. Our support team would love to jump on a call in the near future to chat more about it, and will be in touch to set up a time if you are interested. Thanks again!
August 2020
Shaun from Inside & Out
Verified Reviewer
Company Size: 2-10 employees
Industry: Information Technology and Services
Time Used: Less than 12 months
Review Source: Capterra
Ease-of-use
5.0
Value for money
4.0
Customer support
5.0
Functionality
5.0
August 2020
Great for small businesses developing proposals for bigger projects.
Very positive experience with support, I've had little to query as its very easy to use and customise.
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.
Response from Proposify Inc.
Replied September 2020
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!
September 2019
Dorothy from dK east, LLC
Company Size: 2-10 employees
Industry: Accounting
Time Used: Less than 6 months
Review Source: Capterra
Ease-of-use
5.0
Value for money
5.0
Customer support
5.0
Functionality
5.0
September 2019
Great Proposal Software
I switched from PandaDoc to Proposify. It's a much better cost-benefit. There is really nothing in PandaDocs that is not in Proposify and frankly I got the hang of Proposify much quicker. Customer support is quick and very helpful
Pros
Its very easy to use. User interface is nice and well thought out. No real learning curve for the most part,
Cons
It might be nice to have a little more flexibility with the pricing charts that you lay in.
Reasons for Switching to Proposify
PandaDoc was too expensive for what I was using it for which was strictly proposal writiing.
Response from Pitch Perfect Proposal Software
Replied November 2019
Hi Dorothy, thanks for leaving us a review. Welcome to the Proposify family, we're glad to have you! We're also glad to hear your feedback - our team is constantly working to make Proposify an even more powerful tool, and we genuinely appreciate any and all comments. Best of luck with any upcoming proposals, and happy closing!
