We love Proposify. Was quite the game changer for us when we bought it two years ago.
October 16, 2018

We love Proposify. Was quite the game changer for us when we bought it two years ago.

Gary Williams | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User

Overall Satisfaction with Proposify

Proposify has been used by CX3 Digital for virtually all of our client proposals over the past two years. There are two main features that led to us choosing this: pre-designed templates, and tracking of the proposals through the process, up to and including electronic signature.
  • Pre-designed templates that are a great jumping off point for creating proposals
  • Electronic signature is huge!
  • Ease of editing pricing, and allowing multiple pricing options that client can choose prior to signing.
  • Frankly we believe this is a near perfect product. Of course, we'd always love to see more templates.
  • To build on adding more templates, perhaps adding the capability for customers to submit templates to an online repository for sharing might be nice.
  • As inexpensive as this product is, the ROI is ridiculous. One proposal acceptance would pay for this for years.
  • Keeping track and demonstrating the professionalism of your company is where Proposify shines.
Better Proposals and Nusii have also been used by us. Both have pros and cons, but ultimately Proposify had the best balance of features and cost for our business.
As a full service digital marketing agency this product was a great fit. For a company that doesn't utilized as many different types of proposals, this might be overkill.

Proposify Feature Ratings

Proposal branding
10
Proposal templates
8
Proposal content library updates
7
Searchable proposal database
8
Proposal collaboration & approval
9
User permissions/proposal editing controls
9
Sales proposal workflow
9
Proposal distribution
10
Interactive proposals
10
Proposal content tracking
10