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    Overview
    ProductRatingMost Used ByProduct SummaryStarting Price

    Proposify

    Score7.9 out of 10
    N/AProposify is an online proposal software designed to give users control and visibility into the most important stage of a sales process: the close. From deal design to sign-off, the vendor states users get the confidence and flexibility to dominate deals, and further states users will: Create impressive sales documents that stay consistent and error-free. Receive the insights to scale a process, make timely engagements, and accurately…

    $0

    per month

    SignRequest, now part of Box

    Score9.8 out of 10
    Small Businesses (1-50 employees)
    SignRequest was an e-signature platform acquired by Box in 2021. The eSignature tool is the basis for Box Sign, a feature now included in Box's core offering.

    $0

    per user

    Pricing
    ProposifySignRequest, now part of Box
    Editions & Modules
    No answers on this topic
    Start
    $0.00
    per user
    Professional
    $8.00
    per user
    SME
    minimal $16.00
    $4.00 per user
    Enterprise
    Custom
    per user
    API
    Custom
    per installation
    Offerings
    Pricing Offerings
    ProposifySignRequest, now part of Box
    Free Trial
    YesYes
    Free/Freemium Version
    YesYes
    Premium Consulting/Integration Services
    YesYes
    Entry-level Setup FeeOptionalNo setup fee
    Additional DetailsGet a free trial version of our Team Plan for 14 days. You're welcome to switch to our Free plan if you need more time with the product. No credit card required. No contracts. Pick the plan that meets your needs when you're ready.For text message verification and bank payment verification additional fees apply
    More Pricing Information
    Community Pulse
    ProposifySignRequest, now part of Box
    Considered Both Products
    Proposify
    No answer on this topic
    Discontinued Products
    No answer on this topic
    Key User Insights
    Would buy again
    64%
    Would buy again
    7 Answers
    89%
    Would buy again
    8 Answers
    Delivers good value for the price
    82%
    Delivers good value for the price
    9 Answers
    100%
    Delivers good value for the price
    9 Answers
    Happy with the feature set
    91%
    Happy with the feature set
    10 Answers
    100%
    Happy with the feature set
    9 Answers
    Lived up to sales and marketing promises
    90%
    Lived up to sales and marketing promises
    9 Answers
    100%
    Lived up to sales and marketing promises
    9 Answers
    Implementation went as expected
    90%
    Implementation went as expected
    9 Answers
    100%
    Implementation went as expected
    9 Answers
    Features
    ProposifySignRequest, now part of Box
    Proposal Creation & Organization
    Comparison of Proposal Creation & Organization features of Proposify and SignRequest, now part of Box
    Feature
    Proposify
    7.6
    23 Ratings
    3% below category average
    SignRequest, now part of Box
    -
    Ratings
    Proposal branding9.223 Ratings00 Ratings
    Proposal templates9.223 Ratings00 Ratings
    Proposal content library updates8.419 Ratings00 Ratings
    Guided proposal creation3.82 Ratings00 Ratings
    Searchable proposal database7.323 Ratings00 Ratings
    Proposal Collaboration & Workflow
    Comparison of Proposal Collaboration & Workflow features of Proposify and SignRequest, now part of Box
    Feature
    Proposify
    5.6
    22 Ratings
    34% below category average
    SignRequest, now part of Box
    -
    Ratings
    Proposal collaboration & approval7.321 Ratings00 Ratings
    User permissions/proposal editing controls4.719 Ratings00 Ratings
    Sales proposal workflow6.619 Ratings00 Ratings
    Proposal automation user interface3.82 Ratings00 Ratings
    Proposal Delivery
    Comparison of Proposal Delivery features of Proposify and SignRequest, now part of Box
    Feature
    Proposify
    7.5
    23 Ratings
    7% below category average
    SignRequest, now part of Box
    -
    Ratings
    Proposal distribution9.221 Ratings00 Ratings
    Interactive proposals5.721 Ratings00 Ratings
    Proposal content tracking7.822 Ratings00 Ratings
    Best Alternatives
    ProposifySignRequest, now part of Box
    Small Businesses
    Qwilr
    Score8.1 out of 10
    BoldSign, by Syncfusion
    Score10 out of 10
    Medium-sized Companies
    No answers on this topic
    OneSpan Sign
    Score9.6 out of 10
    Enterprises
    No answers on this topic
    DocuSign
    Score8.7 out of 10
    All AlternativesView all alternativesView all alternatives
    User Ratings
    ProposifySignRequest, now part of Box
    Likelihood to Recommend
    8.7
    (23 ratings)
    8.0
    (20 ratings)
    Likelihood to Renew
    1.0
    (2 ratings)
    -
    (0 ratings)
    Usability
    8.3
    (3 ratings)
    10.0
    (1 ratings)
    Support Rating
    7.7
    (5 ratings)
    8.8
    (6 ratings)
    User Testimonials
    ProposifySignRequest, now part of Box
    Likelihood to Recommend
    Proposify
    It is costly to properly set up Proposify and retain its use ongoing. If you have a plan to implement your proposals you can get some good cost-saving use from it. I cannot stress enough to have your assets, graphics, and snippets ready before you start. I also recommend that you fully understand templates and asset library or you will quickly be overwriting templates and themes with client-specific verbiage.
    Incentivized
    Read full review
    Discontinued Products
    It works great for us; we deal with contractors in different parts of the world and it has been perfect for securing e-signatures from them and having a signed contract that both parties have access to. I'm not sure where it would be less appropriate—perhaps when there are significant legal risks or something of that nature, but with the types of transactions we've been dealing with, it's been perfect.
    Incentivized
    Read full review
    Pros
    Proposify
    • TEMPLATES: The ability to work from customizable yet standardized templates allow for a consistent end-user experience for our clients, and elevates the perceived professionalism of our sales team.
    • ANALYTICS: Unlike merely sending estimates or proposals via email, the tracking analytics available within Proposify's dashboard not only enables our project managers to more strategically engage with clients, but also gives our upper management an objective way to track the effectiveness of our sales team.
    • EASE-OF-USE: Overall, Proposify's platform is easy to use and the UX is intuitive enough that the learning curve to use it is minimal.
    Incentivized
    Read full review
    Discontinued Products
    • e-Signatures- Businesses are all working online today. Paper contracts are becoming more and more obsolete, so you need a solution that provides online contracts.
    • Price- SignRequest has one of the more attractive price points for businesses.
    • Usability- Our team was able to figure out how to use SignRequest without too much hassle, although some competitors have more intuitive products.
    Incentivized
    Read full review
    Cons
    Proposify
    • Export into Word would be useful
    • SFDC integration sometimes doesn’t seem to search/find contacts/opps perfectly
    • Some of controls (editing proposals and templates) could be more clear/intuitive
    • Difficult for businesses where redlined contracts/proposals may find this software does not support client/vendor collaboration
    Incentivized
    Read full review
    Discontinued Products
    • I think the "prepare document" screen can be a little more user-friendly
    • A way to keep the documents organized a bit better on the documents screen
    • I would also love a way to keep the contacts organized--or to transfer contacts from our database to the site
    Incentivized
    Read full review
    Likelihood to Renew
    Proposify
    We require a fair amount of back and forth of editing so this tool while helpful is not ideal for us
    Incentivized
    Read full review
    Discontinued Products
    No answers on this topic
    Usability
    Proposify
    Overall it's great. There's definitely a learning curve, and I wish that some things were easier to use. For example, changing images isn't the easiest thing to do in it, but I'd love to be able to quickly add and change header images in my proposals. So far I've figured it out, but each time I do it I forget how it's done since it's not intuitive.
    Incentivized
    Read full review
    Discontinued Products
    I have found it easy to use and self-explanatory from day one. I love how clear and easy it is to use since I am not techy!
    Incentivized
    Read full review
    Support Rating
    Proposify
    I've actually never used Proposify support, so I'm unable to speak about it. I suppose that's a good thing. If I did need to use it, I would hope that they'd be responsive and intelligent, but, again, since everything has worked smoothly I don't really know how the support functions or how good it is.
    Incentivized
    Read full review
    Discontinued Products
    Easy to understand supporting documents with a great search feature to easily find the information I need for legal purposes, API connections, how to connect Gmail or G Suite, along with the ability to send a message to them. They don't seem to have an online chat feature or a call option, but that's why it's so inexpensive. Since it's already easy to use, it takes less time to find out information.
    Incentivized
    Read full review
    Alternatives Considered
    Proposify
    It was highly recommended by an associate and we have been on the receiving end of Proposify proposals and impressed by it. I don't recall if we looked at others but if we did they paled in comparison. There was no question as to using Proposify. It met all the needs, was easy to use, looks great and was exactly what we wanted and needed.
    Incentivized
    Read full review
    Discontinued Products
    Adobe Acrobat left me frustrated and annoyed. I was wasting hours each week trying to upload contracts and agreements and customize them for each client. It never sent right and ended up being more frustrating for us and our clients in the end. So I tested some other tools before coming across SignRequest in a Google search. I started with their free plan which offered so much for a small business owner. As our business grew, we upgraded and haven't looked back. From day one I've never had an issue with this tool and recommend it to anyone looking for an online easy to use software to manage signing documents and contracts
    Incentivized
    Read full review
    Return on Investment
    Proposify
    • The detailed proposal has saved me time explaining a game plan to potential clients.
    • They have customizable tables where the client can choose how many of a certain item they desire. For instance, if they want to buy graphics from you, they can choose how many. This allows for increasing profits by putting the choice in the customer's hand.
    • When you send a contract you are alerted when a customer views the proposal. This has saved me time and money trying to go back and forth with my customers.
    Incentivized
    Read full review
    Discontinued Products
    • Positive impact - able to complete onboarding process electronically rather than ask new employees to complete documents and scan them back
    • Negative impact - have heard from several employees that the UI makes it tedious to complete documents that have a lot of fields
    Incentivized
    Read full review
    ScreenShots

    Proposify Screenshots

    Screenshot of Business Proposal MetricsScreenshot of Proposal EditorScreenshot of Pipeline Viewer

    SignRequest, now part of Box Screenshots

    Screenshot of Step 1: Upload the document that needs to be signedScreenshot of Step 2: Prepare document before sendingScreenshot of Step 3: Your customers experience the ease of e-signingScreenshot of Step 4: Signed documents are stored and shared with your customerScreenshot of Step 5: Every alteration to a document is logged for legal purposes