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Proposify

Proposify

Starting at $0 per month
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Overview

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…

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Recent Reviews

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 …
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Popular Features

View all 12 features
  • Proposal branding (23)
    7.9
    79%
  • Proposal templates (23)
    7.6
    76%
  • Proposal content tracking (22)
    6.5
    65%
  • Searchable proposal database (23)
    6.1
    61%

Reviewer Pros & Cons

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Pricing

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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

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Features

Proposal Creation & Organization

Features related to creating new proposals and saving proposals, including re-using portions of prior proposals.

6.1
Avg 8.1

Proposal Collaboration & Workflow

Features related to collaborating on proposals and automating proposal workflows, from creation to editing and approval.

4.4
Avg 8.2

Proposal Delivery

Features related to the distribution of proposals to clients and client interactions with proposals.

6.1
Avg 8.1
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Product Details

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

Screenshot of Business Proposal MetricsScreenshot of Proposal EditorScreenshot of Pipeline Viewer

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 Technical Details

Deployment TypesSoftware as a Service (SaaS), Cloud, or Web-Based
Operating SystemsUnspecified
Mobile ApplicationApple iOS, Android

Frequently Asked Questions

Proposify starts at $0.

PandaDoc, Quote Roller (discontinued), and Bidsketch are common alternatives for Proposify.

Reviewers rate Proposal branding highest, with a score of 7.9.

The most common users of Proposify are from Small Businesses (1-50 employees).
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Comparisons

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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!

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:

  1. Try out Proposify for free and take advantage of its time-saving and valuable features for virtual signing and client engagement.
  2. 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.
  3. 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

(1-9 of 9)
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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.
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.
Zach Yokum | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User
Incentivized
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.
  • 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.
  • CUSTOMIZATION ADDITIONS: While there are lots of customization options available, there is still plenty of room for additional integrations and customization options to be added.
  • GLITCHY CONTROLS: While the user interface of Proposify's design feature is fairly intuitive, some of the controls are prone to be glitchy, often requiring a refresh of the page or other clunky work-arounds.
  • PRICING FLEXIBILITY: In addition to the standard three package options, I would like an "a la carte" option that would allow me to adjust the base price depending of which features I would like to add/remove.
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.
Score 9 out of 10
Vetted Review
Verified User
Incentivized
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!
  • Visual proposals made simple
  • Integration into CRM
  • Integration into Salesforce CPQ was lacking
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.
Score 7 out of 10
Vetted Review
Verified User
Incentivized
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.
  • Pre-made proposal and contract templates for different industries.
  • Easy to insert custom branding so your documents stand out.
  • You are able to sign the document via your computer so you don't have to worry about faxing or printing out documents.
  • Inside of the templates can be finicky. It's easy to get the document unaligned.
  • Making the document a bit more user-friendly when creating it. The interface feels a bit out of date when designing it.
  • Pricing is high.
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.
Brie Goumaz | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User
Incentivized
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.
If you are a freelancer or small online business that needs to send out proposals that require signature then Proposify might be right for you. It’s no fuss and fairly easy to use. If you don’t plan on sending detailed proposals out every month then it might not be worth it to pay a monthly fee.
Adam Farrell | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User
Incentivized
We were looking for a tool to replace our trusty but a somewhat chaotic system of creating and tracking proposals. We have kept everything within the Google Docs - enough for a few documents, but a real burden as our team grew and the number of proposals increased considerably.

We made the switch to Proposify over a year ago. We were able to build a library of re-usable snippets of information that we can quickly insert into the draft or simply edit an existing document if that's quicker.

Proposify allows us to keep everything within one document - from the initial proposal, including all the attachments and versions. The approval process now consists of a few mouse clicks and the sign-off by the clients is also just a few seconds job.
  • Keeping all attachments and versions in one document from start to finish.
  • Notifications - when the client opens/approves the proposal.
  • We are able to keep a consistent design for all our proposals.
  • The library is somewhat limited, better to be viewed as a foundation for your custom proposals.
  • The pricing might be a problem for companies who do not require a lot of proposals to justify the costs.
Proposify is well suited for any business with a need for presentable proposals with a unified design.

It would probably not be the best fit for enterprises that require deeper integration with their CRM or those with specific workflows, or for smaller companies with only a handful of proposals to create and manage.
Quentin Aisbett | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User
Incentivized
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.
Proposify has a big range of proposal templates, so there's plenty of instances where it will be appropriate. Even if there are no ready-made templates for your specific needs, with a little work upfront, you will save a lot of time and look good doing it.
Sarah Gelber | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User
Incentivized
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.
Proposify works well if you have a company that needs to send out consistent proposals. If you're not in a digital field, your clients or customers might struggle more with using it.
Sokolow Karen | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Incentivized
Propisify is used by our web design agency to send proposals (that double as contracts) to our clients for web design services. It is used by myself, the creative director who handles all interaction with prospective clients. It makes the process of sending a proposal almost seamless since I am able to start from my own saved template and make small adjustments from there.
  • The ability to save templates or your proposals or even templates of certain sections is awesome!
  • It lays out every section on a side column so a user can quickly jump from the budget section back to the project scope section seamlessly.
  • The ability to e-sign and have it double as a contract is extremely useful and one of the things I love most.
  • The email sends out doesn't look as good as I think it could look. Very basic but does the job.
  • I would like to see Proposify improve in the area of a timeline and make something that works a little better there.
It is perfect for any service related job. I would recommend this to anyone selling a service as the platform is so versatile. If you're not a service provider may be less relevant.
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