Build great looking Proposals quickly
May 28, 2021

Build great looking Proposals quickly

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

Overall Satisfaction with Proposify

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
  • Easy user interface
  • Great standard templates
  • Increase Brand Awareness and Recognition
Proposify stacks up well against its competitors. We tested all of these platforms. We found Proposify to be amongst the leaders in the look and feel of the software as well as the quality of the documents.

Where Proposify lacked in comparison to Conga and PandaDoc was in its integration into Salesforce CPQ.

Do you think Proposify delivers good value for the price?


Are you happy with Proposify's feature set?


Did Proposify live up to sales and marketing promises?


Did implementation of Proposify go as expected?

I wasn't involved with the implementation phase

Would you buy Proposify again?


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.

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
Interactive proposals
Proposal content tracking