Proposify is not good for businesses who plan on creating lots of proposals. Huge Liability - Stay Away.
October 06, 2022

Proposify is not good for businesses who plan on creating lots of proposals. Huge Liability - Stay Away.

Anonymous | TrustRadius Reviewer
Score 1 out of 10
Vetted Review
Verified User

Overall Satisfaction with Proposify

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.
  • Online SIgnatures
  • Document Preparation
  • Digital Signatures
  • Wasted Our Time and Money Manually Downloading Hundreds of Legal Agreements Before Cancellation Date.
  • Compromised our Legal Protections by Not Giving Us Enough Time to Download All Legal Agreements.
  • Does not Archive or Provide Grace Period for Clients to Download Their Data.
Proposify is not a professional solution

Do you think Proposify delivers good value for the price?

No

Are you happy with Proposify's feature set?

No

Did Proposify live up to sales and marketing promises?

No

Did implementation of Proposify go as expected?

Yes

Would you buy Proposify again?

No

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.

Proposify Feature Ratings

Proposal branding
2
Proposal templates
1
Proposal content library updates
1
Guided proposal creation
1
Searchable proposal database
1
Proposal collaboration & approval
2
User permissions/proposal editing controls
1
Sales proposal workflow
1
Proposal automation user interface
1
Proposal distribution
1
Interactive proposals
1
Proposal content tracking
1