Proposify Reviews and Ratings

Use Cases and Deployment Scope

We use Proposify for client contracts and project proposals. Proposify makes it easy to implement, and the experience for the person receiving it is very professional. It's easy for them to sign and makes a strong impression. On the back end, it makes tracking proposals easy for us. The whole system is well thought out and easy to use.

Likelihood to Recommend

We use proposals for client contracts. They are several pages long with a lot of legalese. We also use them for NDA contracts with clients. Mainly we use Proposify for client project proposals. The proposals include description, main project points, price, timing, scope, process, cost, and everything the client can expect. I like that we were able to design a custom cover for our proposals. Proposify does one thing very well and that is proposals. I like that it doesn't try to be everything.

Use Cases and Deployment Scope

We use Proposify for all of our pitches and quotes. We have templates set up for different sectors and clients so it’s quite easy to customize our pitches across the company whilst still keeping everything on brand and looking professional. We’re a video production agency, so being able to host videos directly in the proposals is also useful.

Likelihood to Recommend

It’s great for what it’s designed for, pitching. Where it falls down slightly is in the design aspects, if the document-building side of the process was better it was the perfect pitching platform.

Use Cases and Deployment Scope

Our company used Proposify for creating proposals for years - at least 4 years, but I believe since they opened. We send out many proposals like most companies do. How is it that when we decide to change platforms they force us to manually download each proposal and all of our Client data, one client and one proposal at a time? That's absolutely ridiculous! We are allowed to bulk delete records, but they can't build in a feature to allow previous clients the option to bulk download. Here's where it gets really frustrating: They immediately delete everything the moment your agreement is up. That gives us, in this particular case ONLY 5 DAYS to download hundreds of proposals and archive them ourselves. Such a huge waste of time and a completely petty and spoiled way to act as a company. They lost any hope of us coming back, ever. I would rather snail mail agreements at this point with how frustrated I am with Proposify. Proposify is not a good option. We stayed with them for years while they worked out bug after bug - we were loyal and complained very little if at all.

Likelihood to Recommend

They force users to manually download each proposal and manually transfer customer data: one client and one proposal at a time. That's absolutely ridiculous! They also immediately delete everything the moment your agreement is up. That gives people almost no time to download hundreds of proposals and archive vital legal agreements - that should be illegal. Do not trust this company with your information. I also suspect anyone who works there can read your proposals, making security a big concern.

If you want a professional solution for document generation, Proposify is not it! I hope this review reaches at least one forward-thinking business owner who can avoid the massive frustration caused by not having the option to export our data in bulk. Never will use them again.

Use Cases and Deployment Scope

Proposify is a great tool to create custom proposals that look nice for the client and are easy to create from the user's perspective. This will definitely move you away from the same old contracts and proposals! If you are creating proposals from scratch, get Proposify and you will be amazed!

Likelihood to Recommend

Proposify is a great tool for a company with a standard proposal or contract that they are using in a pdf or word format right now. In that scenario, Proposify will increase your visual factor and brand awareness.

We ran into issues using Proposify with our Salesforce CPQ contracts and ultimately had to bypass it because of that. When we prepare a contract/proposal outside of CPQ it is still an awesome tool.

Use Cases and Deployment Scope

Proposify is currently being used by all of our team's Media Project Managers to galvanize and standardize our sending of estimates to potential clients. It makes it easy for our remote team to have uniformity across the various estimates we use, and allows us to track the progress of each estimate from a centralized dashboard.

Likelihood to Recommend

Proposify is well-suited for sales teams that find it important to have consistency across proposals, while still allowing for some slight customization from user to user. Plus, with the addition of tracking and success analytics, it provides a powerful dashboard for upper management to gauge the effectiveness of overall tactics of the sales team.

Use Cases and Deployment Scope

We use Proposify to house various templates and product/service snippets to create proposals for our company. The sales department uses this tool to assist in delivering dynamic proposals and creative decks to customers. Even before COVID-19, we found it helpful and time-saving to quickly create proposals that we could show to a client via a video meeting. More so, the ability to quickly change assets is a plus, once learned how to.

Likelihood to Recommend

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.

Use Cases and Deployment Scope

We use Proposify to create, edit, and send client proposals to gain new work for our agency. We create various types of sheets to personalize and customize for each proposal that we send out. It's a team effort. Everyone from management to marketing and design and account executives uses this software and adds their input.

Likelihood to Recommend

Proposify is best suited for freelancers, entrepreneurs, and businesses of any size who want to professionally create and send project proposals to potential and current clients. This helps you stand out from the crowd with the look of how you present your services and lets you see if and when they open the proposals.

Use Cases and Deployment Scope

Our organization used Proposify for customer facing documents, namely software and services proposals for current clients as well as prospects and reseller partners. <div>

</div><div>These proposals were software and professional services proposals and we also looked at incorporating SOW’s as well as contracts (MSSA’s and Order Forms) in Proposify for review and signature by the recipients.</div>

Likelihood to Recommend

Proposify is great to provide a clean, elegant proposal for clients to review and sign. If your proposals are delivered via email and you need to be able to track clicks, views and other metrics, this tool is very valuable. <div>

</div><div>If the proposal process is more complex and their are substantial edits back and forth between the two parties, Word or Acrobat would be better than Proposify. I feel that it is best for simple, “read and sign” transactions. </div>

Use Cases and Deployment Scope

We use Proposify in both departments--the marketing department and the web development department. In the past we were creating all proposals in Word, using templates that we had created. Proposify allows us to create really good-looking proposals and see when they're viewed, how often they're viewed, etc. It's also easy to add variables like client name. And the signing can happen easily and online.

Likelihood to Recommend

Proposify is great for pretty much any kind of proposal, as far as I can tell. It allows for retainer-type work, one-time contracts, and a mix of both, which is perfect for my department. It also allows you to create discounts, which we do for nonprofit organizations so they can see what they'd normally pay.

Use Cases and Deployment Scope

Proposify is used by my company for creating detailed proposals and contracts. It allows us to create an all-in-one document to show to potential clients who we want to give a marketing plan as well as a legal document. Proposify has templates for different industries which allows you to have the legal jargon in place so you do not have to worry about it yourself. Of course, have your own lawyer look over things.

Likelihood to Recommend

If you are a business that often sends out proposals and other marketing documents that need online signatures then it doesn't get much easier than Proposify. I wouldn't pay for it if I didn't send out contracts monthly.