Easy to use templates for proposals and marketing documents
November 05, 2019

Easy to use templates for proposals and marketing documents

Shawn Goumaz | TrustRadius Reviewer
Score 7 out of 10
Vetted Review
Verified User

Overall Satisfaction with Proposify

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 The interface feels a bit out of date when designing it.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.
  • Saves me time as I don't have to custom create my marketing documents.
  • Easy storage of past clients.
  • Easy to duplicate contracts from one client to another.
I haven't used their support.

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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.

Proposify Feature Ratings

Proposal branding
Proposal templates
Proposal content library updates
Searchable proposal database
Proposal collaboration & approval
User permissions/proposal editing controls
Sales proposal workflow
Proposal distribution
Not Rated
Interactive proposals
Not Rated
Proposal content tracking