Proposify Software

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.

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.

Bitter Sweet... Used it for 3 years and won lots of work with it but it's sooo frustrating!

Pros

It is very design feature laden, which is great! We win a lot of work through it. It is also convenient for clients to sign proposals online.

Cons

It's sooooo so buggy!!! Prepare to lose a lot of time and frustration.

Pros

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.

Cons

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.

It started well - and it’s certainly better than writing proposals in Word, but version 2 isn’t any better than the first iteration, in fact, it’s much buggier, and the frustration levels around the office regarding how buggy it is is a real issue.

Pros

It makes a business look modern and up-to-date. It should make writing proposals streamlined and more efficient. It integrates with Hubspot

Cons

It’s frustrating and buggy. It feels like it’s about 80% of the way to complete. Formatting is almost completely random. Creating tables is a leap of faith. The pdf versions of the proposals are hit and miss.

Pros

We use Proposify to create proposals for clients. The program allows us to insert pictures, as many pages as we want, and create a professional-looking proposal for our clients to review and sign.

Cons

For our purposes, there isn't anything we dislike about Proposify. It is a great option if you need to create proposals or detailed sales material.

Pros

We used Proposify for awhile to generate proposals for our clients. It felt good delivering a proposal that was highly professional and easy for clients to sign. It netted us a few clients, and we even had some nice comments that they had never seen proposals done that way before.

Cons

My main gripe is the price. At 25/ mo for the lowest tier, hopefully you have enough clients to fulfill your quota. As a smaller business, we found that the amount of active proposals we have fluctuates heavily, so Proposify didn't have a great solution for that.

Proposify is an affordable proposal software that is easy to setup/use and looks great when presenting to potential clients. Just be sure to check out the quote settings and if they match your needs/process.

Pros

After trying multiple Proposal Software tools, I found that Proposify offers more flexibility with page/content formatting than other like Qwilr. It is also more affordable.

Cons

After setting it up and customizing Proposify, I found that I didn't like the quote options/settings. It did not offer the flexibility and customization I needed for our sales process.

Pros

Proposify has streamlined our process for creating proposals for potential cleitns.

Cons

The design aspect of Proposify isn't as clean or user friendly as the other features.

Pros

As a freelance web designer the major selling for this kind of software is the fact that it looks really professional because of the perfectly crafted templates. I also really like that i get a notification every time someone reads the proposal.

Cons

I really don't have anything negative to share and i'm pretty happy with the service but their monthly fees are a little on the expensive side.

Pros

I like that Proposify makes proposals easy to make and really good looking. It really helps speed up my day.

Cons

I don't like some of the limitations, sometimes I need to export the proposal and then add something in another program.

Hundreds of beautiful proposals and many customer compliments.

Pros

I like the ability to easily customize proposals. You can change every aspect of your proposal depending on the customer, job, etc.

Cons

It can be a little bit glitchy sometimes. I have had to go out and then back in to make sure none of my proposal elements have shifted before sending out the proposal to a client.

We use Proposify as part of our new business development and sales process. It's intuitive and easy to use which means multiple staff can be across the platform with minimal training and the customer support that Proposify provide is absolutely fantastic and all queries are responded to in a very timely fashion (even with our company being in Australia and having a huge time difference). Highly recommend!

Pros

It's really intuitive to use and the customer support and service is fantastic. The team will go out of their way to assist you when needed and are always on hand to answer queries and provide training if needed. Proposify has great functionality, clean design, very user friendly

Cons

Nothing - if there's anything I'm unsure of, the customer support are fantastic at answering queries.

Pros

What I love most about using Proposify is the variety of options and formats it gives you to use. You are able to send professional pitches to clients. Highly recommend.

Cons

Sometimes the ease of use can be tricky. As you become more familiar through time, it will become second nature.

Pros

I like being able to have templates for the proposals that I can update quickly. The templates looked professional.

Cons

The software is very clunky and difficult to format. When adding information, the editor was constantly reformatting and it was not a good experience. It added so much time to creating a proposal, that it didn't make sense to use anymore. Maybe they've made updates, but I cancelled my subscription because of this.

The ability to share contracts with my clients and keep electronic copies of those contracts in one central place.

Pros

I love how easy it is to track when people have viewed as well as signed contracts. The breakdown as to how long a person has been on a certain page is pretty awesome.

Cons

The formatting features available for the contract are fairly limited, however one could argue this helps keep contracts streamlined and simple.

Pros

The many templates, all applicable with need for minimal editing at times.
I used this in particular as a free trial to see whether it is something I would need and it turns out that I was able to improve the speed and efficiency of proposal preparations. I love how much more simpler and quicker it allows a proposal to be developed and sent out, a task which previously would always be daunting to me.

Cons

I think it is a bit on the pricey side, but seeing as it does what you'd expect it to, it really comes down to how much you value the use of that service. As I have not used a similar service before, I can't compare the cost to those. I do however believe that it is worth it's price tag.

Cheap.

Pros

Cheap.
Integrates with a lot of applications.
Relatively flexible design.
Mobile App is not bad.

Cons

- Everything is set in Northern Virginia, US time and all notifications, dashboard timing is our of your time and makes it very confusing to use for us to track when we sent a proposal and when the customer received reminders.
- The layout is very inconsistent and tables are constantly going over the text and images in PDF version when in the web version it was OK. And what you see in the system is different to what customer gets. Very frustrating. Especially with 2.0 version.
- Support is useless and in chat replies on the next day, best case scenario and their replies are shot and more designed to get you off their back not to provide the solutions.
- With version 2.0 our customers almost never serve the email and because it is sent via their server we could never track if the customer actually received it.
- No ability to track bounced proposals. Basically you have to run blind.
- CRM integration is horrible and creates a lot of duplicates in our CRM.

Pros

Proposify allows for professional and appealing proposals to be created with ease. Whether using one of the multitude of templates, or creating your own, the design tools and layout allows for easy creation.

Cons

No major complaints about Proposify. I believe more complex tools could be added for creation if someone is more advanced, however I believe almost anything can be worked around within the program.

Pros

Want to create quick, professional-looking proposals? Look no more! Our company has been extremely satisfied with Proposify. It has condensed what used to be long hours of tedious work, into few. The Tall plan is great for small companies; under this plan you can have up to 5 active proposals and can easily export PDF versions of proposals at any time. The ability to see when the client has opened the proposal has kept us from having to send those nagging reminder emails (we all cringe at). You can also see how much time the client has spent looking at each section of the proposal, which often helps us gage their interests even before they provide feedback. But the best feature of this application, by far, is that you can easily duplicate old proposals so you do not have to start from scratch every time. If you are looking for a tool to help you shovel your proposals out the door more quickly, Proposify won’t let you down.

Cons

When two or more people are trying to make edits to the same proposal simultaneously, edits and updates do not always save correctly.