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.

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

Its very easy to use. User interface is nice and well thought out. No real learning curve for the most part,

It might be nice to have a little more flexibility with the pricing charts that you lay in.

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.

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.

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.

Utilizing Proposify has allowed us to speed up our project intake process getting more in the pipeline and spending time on things that make money instead of just busy work.

It was really important when we were selecting proposal software to have integrations and the ability to allow the client to make choices that didn't require that we adjust the proposal. Proposify gave us both. We use Freshbooks for invoicing and Asana for project management and it integrates with both! (unfortunately Asana is via Zapier only). It also lets us give options in the proposal for the client to pick things like # of years of licensing or change the amount of deliverables to get the final price they need. This cuts down on back and forth emails that frees us up.

I would love to be able to pay for the service on a monthly basis instead of quarterly. Not that it really changes anything in the grand scheme of things but it lets me better track our finances.

Proposify is improving my close rate of clients and speeding that process up. It is a more professional way of delivering work proposals than email attachments. It also give me more control of the sales process.

Proposify reduces the time of proposal delivery to clients and generates a higher rate of acceptance. My clients no longer have to print, sign, and then scan the proposal back to me. They can review and sign it electronically, and I can track when they both receive and review it. The proposals also have a very professional look to them, again giving credibility to my business.

I have found that the PDF downloads don't always match the screen view appearance of a document, and this has created some problems to clients who like to print out a copy of the proposal for review. The interface also is a little quirky at times, especially on my complex layouts (charts and graphs). I recommend using their templates or developing your own.

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.

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.

Could not be happier with our choice on using this software.

This software is great for creating gorgeous looking proposals that won us more clients and has significantly reduced the amount of time it takes to create proposals.

There are occasional bugs in the software that can be frustrating but the support staff make everything worthwhile.

It was meant to solve the problems we currently have like re-checking, updating the contracts for each client. But it seems nothing changed for better if not for worse. Even if you re-check, there is no 100% guarantee you've sent the proposal you initially wanted to send.

I can talk only about the theoretical pros which they stated on their website, pricing plans etc., because, they are not tangible. Theoretically, you will be able to make one template with variables and you can forget about making a new proposal, contract from scratch and it should save you a lot of time. You just need to select a customer and the variables will do everything for you.

Each time when I create a template there almost 100% guarantee that the contract generated based on that template will be different. Text cropping in the generated proposal is a common thing and you need to re-check it every time you want to send it to the client. My frustration is based not on the fact that there is a bug, but on their support level. I've reported this issue several times and still, they are not doing anything about it.

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

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.

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.

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.

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.

My overall experience has remained quite pleasant till now the software has helped me become better at creating proposals for clients

What I really like about Proposify is the fact that they have a large variety of proposal templates and you can choose the best one according to your needs.

I don’t like how they don’t offer you a free trial like most other similar softwares do and it would be great if users had a chance to test the software before paying for it

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!

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

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

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.

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.

Great feedback from clients

Lines that show when items are centered - ability to input sections - data fields that can pull information throughout the proposal

Design capabilities (I often will create a background in a different program an import it as an image because I cannot do so in Proposify.

Time efficiency is key in my business and Proposify allow me to streamline my process.

* The software is good but the people with Proposify are GREAT!!! 1. Having multiple types of proposals for different types of clients. 2. Being able to put videos in the proposals. 3. Cost-effective.

Sometimes it can be glitchy. Adding another contact to an existing account can be very challenging.

1. PDF --> PROPOSIFY Design and tailor your legal report/proposal/document/etc. Customize emails, send notifications, and monitor client views. Never send a boring PDF attachment again! 2. CUSTOMER SERVICE Deliver breathtaking, interactive, and branded proposals to clients, ensuring them you're dedicated to their success. If you have a problem, email Kyle Racki, CEO of Proposify. That's right - the CEO of the company oversees his customer support team. The whole team is kind, generous, and grateful for their clients. 3. CUT COSTS & COMBINE OVERHEAD Ditch your DocuSign & other online signing platforms - sign up with Proposify, it is included. Everything is legal and binding. From a commercial real estate office 10 year lease agreement, to sending a client 3 graphic design options for a Twitter account Header, Proposify has you covered! Finally... the first time I used the software, I landed a client. I have refered the software to friends in various industries. It is a must have for all businesses, small to large. Sending a Proposify proposal already proves to your client your business is talented, innovative, tech-savvy, and unique.