TrustRadius Insights
Proposify has proven to be a valuable tool for users across various industries, offering a range of use cases that have streamlined the …
Starting at $0 per month
View PricingOverview
What is Proposify?
Proposify 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…
Recent Reviews
Popular Features
- Proposal branding (23)8.080%
- Proposal templates (23)7.878%
- Proposal content tracking (22)6.666%
- Searchable proposal database (23)6.262%
Reviewer Pros & Cons
Pricing
What is Proposify?
Proposify 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…
Entry-level set up fee?
- Setup fee optional
For the latest information on pricing, visithttps://www.proposify.com/pricing
Offerings
- Free Trial
- Free/Freemium Version
- Premium Consulting/Integration Services
Would you like us to let the vendor know that you want pricing?
4 people also want pricing
Alternatives Pricing
What is Qwilr?
Qwilr is designed to change the way a business creates and shares documents on the web. This solution allows businesses to turn traditional documents into powerful and interactive webpages that look great on any device. The vendor says this in turn offers businesses access to analytics and other…
What is Conga CPQ?
Conga CPQ empowers sales, partners, and customers to efficiently configure complex products and services offerings, and provide personalized prices and quotes, utilizing codified product and pricing information - to drive higher win rates and a more pleasurable buying experience. Conga CPQ also…
Features
Return to navigation
Product Details
- About
- Integrations
- Competitors
- Tech Details
- FAQs
What is Proposify?
Proposify 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 forecast.
Deliver a seamless sign-off experience for customers and prospects.
Features include a design editor, electronic signatures, CRM integrations, data-driven insights, interactive pricing, content management, and approval workflow.
Proposify Features
Proposal Creation & Organization Features
- Supported: Proposal branding
- Supported: Proposal templates
- Supported: Proposal content library updates
- Supported: Guided proposal creation
- Supported: Searchable proposal database
Proposal Collaboration & Workflow Features
- Supported: Proposal collaboration & approval
- Supported: User permissions/proposal editing controls
- Supported: Sales proposal workflow
- Supported: Proposal automation user interface
Proposal Delivery Features
- Supported: Proposal distribution
- Supported: Interactive proposals
- Supported: Proposal content tracking
Proposify Screenshots
Proposify Video
Try out our top-rated proposal software free for 14 days to streamline your proposal process: https://www.proposify.com
Want to know more about how to use our software? Check out the tutorials in our extensive Knowledge Base here: https://support.proposify.com
⎼⎼⎼⎼⎼⎼⎼⎼⎼⎼
...
Show More Proposify Integrations
Proposify Competitors
Proposify Technical Details
| Deployment Types | Software as a Service (SaaS), Cloud, or Web-Based |
|---|---|
| Operating Systems | Unspecified |
| Mobile Application | Apple iOS, Android |
Frequently Asked Questions
Proposify starts at $0.
Reviewers rate Proposal branding highest, with a score of 8.
The most common users of Proposify are from Small Businesses (1-50 employees).
Comparisons
Compare with
Reviews and Ratings
(48)
Community Insights
TrustRadius Insights are summaries of user sentiment data from TrustRadius reviews and, when necessary, 3rd-party data sources. Have feedback on this content? Let us know!
- Business Problems Solved
- Recommendations
Proposify has proven to be a valuable tool for users across various industries, offering a range of use cases that have streamlined the proposal creation process. Users have praised the platform for its ability to create and customize proposal templates quickly and accurately, resulting in significant time savings and improved proposal quality. The sales department, in particular, has found Proposify beneficial for delivering dynamic proposals and creative decks to customers, even in remote settings. Collaboration on proposals is made easy with Proposify's features, allowing for easy tracking of progress and providing a centralized dashboard for uniformity and progress monitoring.
Proposify's versatility extends beyond traditional proposals, as it is also used for various agreements and contracts such as independent contractor agreements, NDAs, project agreements, and project contracts. These documents can be created with professional-looking templates that are customizable to each user's specific needs. Additionally, Proposify enables the hosting of videos directly within proposals, enhancing the presentation of ideas.
Small businesses have recognized the value of Proposify in creating customized proposals quickly and accurately tracking their pipeline. By replacing chaotic systems of creating and tracking proposals, Proposify offers a library of reusable information snippets and streamlines the approval process. The software has become an integral part of business development teams' workflow, facilitating the drafting, revision, and finalization of statements of work with clients. It also assists in tracking project scope, compensation details, and deliverable timings.
Web design agencies have found Proposify particularly useful for sending proposals and contracts to clients. They can start from saved templates and make adjustments as needed to meet specific client requirements. The software allows for visually appealing proposals that track views and interactions while facilitating online signing.
Proposify also caters to companies aiming to present services clearly with a professional layout that eliminates misunderstandings and improves the chances of securing new business. Its pre-designed templates cover different industries and combine marketing plans with legal documents into all-in-one documents. Users appreciate the software's ability to track proposals through the process and facilitate electronic signatures.
While users have reported positive experiences with Proposify, some challenges have arisen. Occasionally, fitting all content on each page has proven difficult, and glitches have been encountered. However, loyal customers have remained with the company for years, demonstrating their commitment despite these issues. One area where users have expressed frustration is the limited window of only 5 days to download and archive proposals after the agreement ends. This policy has been perceived as a waste of time and an inconvenience for users.
Users have also utilized Proposify to build various marketing materials and business collateral. The software's real-time updates have been highly appreciated, allowing users to see changes immediately and collaborate more effectively. Despite its strengths, some challenges have been reported by users. For instance, fitting all the content on each page can be difficult at times, leading to occasional formatting issues. Additionally, a few users have encountered glitches while using the platform.
One point of contention among users is the company's policy of only allowing a 5-day window to download and archive proposals after the agreement ends. This limited timeframe has been viewed as a waste of time and an inconvenience for users who prefer to store their proposals for longer periods.
Overall, Proposify has demonstrated its value across industries and departments. From creating customized proposals quickly to tracking progress and facilitating collaboration, the software has become an essential tool for businesses of all sizes. While there may be some areas for improvement, users appreciate the professional experience it offers recipients and the time-saving benefits it provides in the proposal creation process.
Users consistently recommend the following actions when using Proposify:
- Try out Proposify for free and take advantage of its time-saving and valuable features for virtual signing and client engagement.
- Spend time learning how to set up templates correctly for maximum efficiency. This includes planning out the implementation of templates, customizing them, and creating detailed templates for time savings and maximizing productivity.
- Consider integrating Proposify with CRM/accounting applications, Zapier for marketing automation, and Salesforce for easy access to old terms. Users also recommend customizing the design of templates in Proposify and integrating it with other software solutions. Additionally, users advise connecting with customer support for assistance, as they offer excellent service.
By following these recommendations, users believe that Proposify can significantly improve client engagement, save time, create professional proposals, and provide a game-changing sales tool for small to medium-sized businesses.
Attribute Ratings
Reviews
(1-10 of 10)Companies can't remove reviews or game the system. Here's why
June 01, 2023
Proposify does one thing very well: Proposals
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.
- creating proposals
- sending proposals
- signing proposals
- The edit interface when creating proposals or templates has improved over the years but still has room for improvement. It could be more intuitive.
October 06, 2022
Proposify is not good for businesses who plan on creating lots of proposals. Huge Liability - Stay Away.
Score 1 out of 10
Vetted Review
Verified User
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.
September 18, 2020
Proposify is great if your proposals are straightforward and don’t require a lot of back and forth edits
Our organization used Proposify for customer facing documents, namely software and services proposals for current clients as well as prospects and reseller partners.
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.
- Looks very good to clients.
- Tracks when clients are viewing proposals (for how long and what pages/parts of the proposal).
- Integrates pretty well with SFDC.
- Presentation mode is simple and useful.
- 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
October 30, 2019
Create proposals in minutes!
I utilize Proposify to create a step by step plan that explains how my company can benefit them. With Proposify I was able to quickly and easily create templates with my personal branding that I can use over and over. Then you are able to easily send your proposal AND contract over To your potential client.
- Easy to use pre-made contracts.
- Easy to use pre-made proposals.
- Easy to use pre-made templates.
- Easy storage for your contracts.
- Easy for clients and users to sign contracts.
- Pricing feels a little high if you aren’t sending out contracts monthly.
- The billing tables inside of their proposal are a little confusing and difficult to use.
April 22, 2019
Proposify as used by Entreflow Consulting Group
Score 9 out of 10
Vetted Review
Verified User
Our organization uses Proposify as a way to present our services to clients, giving them a chance to review everything they are being offered and the ability to sign off on working with us right from the proposal. It is used by our department heads, and this eliminates the issue of misunderstandings. Everything the client will need to know about what we will do for them is clearly and beautifully laid out for them.
- So our favorite feature is the huge time savings. If anybody's ever done proposals on Word or Excel; it’s a head wreck. Proposify is great because there are 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.
- There are 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 you can also go into the app and see how much time people are actually spending looking at your proposal.
- Because you send out the proposals and you can have automated reminder emails, there’s communication back and forth within the proposal that you can have-- the clients can actually write notes back and forth. It just makes the whole thing super smooth and it integrates with most of your CRMs out there.
- 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, as right now we have to go and actually manually create that in Quickbooks.
November 29, 2018
That feeling when something saves you time and makes you look good
As a small agency, I am personally responsible for new business and creating proposals. Proposify has been able to improve the quality of our proposals while saving me time in the process. What I initially underestimated was the user experience for the potential client, which ultimately improves our chances of securing the new business.
- They are consistently developing the product. New templates and new pricing options recently have made it even more appropriate for us.
- Love being able to track when a client comes back to a proposal and identify what sections they're spending time on. It helps to be able to reach out and answer any questions they may have.
- Sometimes I find the pricing tables a little clunky.
- More styling flexibility would be great.
June 28, 2018
Proposify Improved My Business
As a small business, I needed a proposal solution that would work for me. I really like how Proposify allows me to customize my proposal template and generate beautiful and impressive proposals quickly and accurately and keeps track of my pipeline.
- Templates for your proposals. Excellent tools to make creating new proposals simple and easy.
- Tracking of pipeline. Keeps track of how long it has been since I last created the proposal.
- Love seeing the client's engagement. Helps me to time the calls for follow-up.
- Zapier integration is great. When a proposal is approved by the client, I have an automated Zap that informs my team to start the process.
- Mobile is not quite where I want it. Would like to see more options to create proposals on mobile.
June 22, 2018
Proposify For Business
Proposify is used by our sales team, as well as our client management team. We were having issues with formatting and continuity before Proposify, which solved the problem.
- Templates-easy to save and easy to modify.
- Content library. Once content has been created, it stays in the library forever. You can also set up certain pages to be included in all proposals.
- Formatting. The design is really sleek. Many of our clients are super impressed we use a digital proposal system
- Proposify doesn't work well in Internet Explorer. I've run into issues with clients who can't check off boxes and sign the proposal because they use IE.
- The email notifications are laggy at best. Sometimes it will just go straight to spam.
- The level of customization doesn't really apply after a template is created which can be frustrating. The color scheme and tables are not super user friendly or intuitive to find.
June 21, 2018
Proposify - why wouldn't you?
Proposify is used by our sales team to send out proposals and contracts.
It has speed up our proposal writing and time to contract signature massively since we implemented it.
I HIGHLY recommend proposify for any / all businesses!
It has speed up our proposal writing and time to contract signature massively since we implemented it.
I HIGHLY recommend proposify for any / all businesses!
- Ease of use. It's very easy to use.
- Customizable templates are one of the best features as we can create new documents quickly when needed.
- The speed of which we're able to write proposals is 30X faster then before we used Proposify.
- If there's a way to link quickbooks and proposify so that invoices could be paid quickly after that would be ideal.
November 28, 2017
Proposify is a great software solution!
We use Proposify to build different marketing material and business collateral. It is a great tool and we love that it updates in real time. Unfortunately, sometimes it is hard to fit everything on each page accordingly, and sometimes there are major glitches. That is the downside with the product, specifically that they have not optimized it.
- Marketing material
- Updates in real time
- Tech savvy look to it
- Hard to navigate
- Needs to be easier to save documents
- Needs to have more storage space