A great simple way to improve proposals.
June 01, 2023

A great simple way to improve proposals.

Jack Leigh | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User

Overall Satisfaction with Proposify

We use Proposify for all of our pitches and quotes. We have templates set up for different sectors and clients so it’s quite easy to customize our pitches across the company whilst still keeping everything on brand and looking professional. We’re a video production agency, so being able to host videos directly in the proposals is also useful.
  • Templates
  • Video hosting.
  • Signing documents.
  • Analystics
  • The document design system.
  • Tables within documents.
  • Crashes
  • Digital signatures.
  • Templated quotes.
  • People often comment on how good our proposals look.
  • It’s streamlined proposal writing, so everyone on the team can write quotes that feel the same.

Do you think Proposify delivers good value for the price?

Yes

Are you happy with Proposify's feature set?

Yes

Did Proposify live up to sales and marketing promises?

Yes

Did implementation of Proposify go as expected?

Yes

Would you buy Proposify again?

Yes

It’s great for what it’s designed for, pitching. Where it falls down slightly is in the design aspects, if the document-building side of the process was better it was the perfect pitching platform.

Proposify Feature Ratings

Proposal branding
9
Proposal templates
9
Proposal content library updates
9
Guided proposal creation
4
Searchable proposal database
5
Proposal collaboration & approval
5
User permissions/proposal editing controls
5
Sales proposal workflow
7
Proposal automation user interface
4
Proposal distribution
9
Interactive proposals
6
Proposal content tracking
6