Proposify

Proposify Reviews

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Ratings and Reviews
(1-3 of 3)

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Will Goad | TrustRadius Reviewer
Score 5 out of 10
Vetted Review
Verified User
Review Source
The tool appears very simple out of the box and the initial learning curve is low.

That said, there are some challenges with editing and distribution controls not being intuitive. For example, what does it really mean to send the proposal, vs grab the right link to send it on to it own via email or text.
Natalie C. Winslow | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Review Source
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.

Proposify Scorecard Summary

Feature Scorecard Summary

Proposal Creation & Organization (4)
84%
8.4
Proposal branding (20)
93%
9.3
Proposal templates (20)
87%
8.7
Proposal content library updates (17)
79%
7.9
Searchable proposal database (20)
79%
7.9
Proposal Collaboration & Workflow (3)
78%
7.8
Proposal collaboration & approval (18)
71%
7.1
User permissions/proposal editing controls (17)
78%
7.8
Sales proposal workflow (17)
86%
8.6
Proposal Delivery (3)
85%
8.5
Proposal distribution (18)
89%
8.9
Interactive proposals (19)
74%
7.4
Proposal content tracking (19)
91%
9.1

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

Content LibraryBusiness Proposal MetricsFree Business Proposal TemplatesProposal EditorActivity SnapshotPipeline ViewerInternal Preview

Proposify Video

Create beautiful proposals, streamline them in the cloud, and get faster sign-off with online signatures. Try Proposify Team Plan free for 14 days or join our free plan and say as long as you'd like. https://www.proposify.com/

Proposify Integrations

Proposify Competitors

Proposify Pricing

Proposify Technical Details

Deployment TypesSaaS
Operating SystemsUnspecified
Mobile ApplicationApple iOS, Android

Frequently Asked Questions

What is Proposify's best feature?

Reviewers rate Proposal branding highest, with a score of 9.3.

Who uses Proposify?

The most common users of Proposify are from Small Businesses and the Marketing & Advertising industry.