Jeremy B.
Star Rating: 5

What do you like best about the product?
Proposify offers a commendable feature by enabling the capture of digital signatures within legally-binding documents, eliminating the need for additional expenses on external tools. The convenience of sharing proposal links via email directly through the platform enhances efficiency. Furthermore, the ability to track prospect engagement, including proposal views and time spent on each page, provides valuable insights for optimizing interactions.

What do you dislike about the product?
The User Experience/User Interface aspect of Proposify exhibits room for enhancement, particularly in the proposal creation process. While the software offers impressive customization options such as varying font colors and alignments, there are instances where these customizations don’t persist and revert to the original settings. It has been observed that prolonged usage or extensive edits may cause font customization tools to malfunction, necessitating a tool restart. While there have been noticeable improvements in this regard over the past year, occasional occurrences of these issues still persist.

What problems is the product solving and how is that benefiting you?
Proposify excels in its capability to capture digital signatures within legally-binding documents, all without the need to invest in additional tools. I appreciate the convenience of sending proposal links via email directly through the platform. The feature that allows me to track when a prospect has viewed the proposal, along with the insight into the time spent on each page, greatly enhances the user experience.

Jake M.
Star Rating: 5

What do you like best about the product?
With the library of content and the simple drag-and-drop nature of Proposify, I can quickly create a wide variety of documents and proposals that look extremely professional. It is simple to add a signature or initial field. I can knock out proposals in a minute that used to take 15 minutes.

What do you dislike about the product?
There is a learning curve to the software (as there is with any new technology that you might adopt). There are some QoL improvements that could be made to further enhance the user experience. It is not intuitive on how to add large lists of items to a proposal, but once you learn how to do it, it is simple.

What problems is the product solving and how is that benefiting you?
We did not have e-sign prior to adopting Proposify. Utilizing Proposify has also allowed us to have a uniform look to the proposals being generated by our 40 sales reps.

Howard S.
Star Rating: 4.5

What do you like best about the product?
Proposify makes my proposals look professional and easy to track. The tool itself is great, but the customer support team is even better. They are available to help anytime and are knowledgable, professional and fun to work with.

What do you dislike about the product?
The biggest snag with Proposify is that it is not fully compatible with Microsoft Word, including editing. Editing is pretty easy once you get the hang of it, which only comes from use of the platform.

What problems is the product solving and how is that benefiting you?
Proposify helps our company maintain a consistent look and feel to all of our proposals. It also speeds up our proposal writing process, enabling us to get professional proposals to our clients in a fast and efficient manner.

Verified User in Financial Services
Star Rating: 4

What do you like best about the product?
It's great to be able to edit documents even after sending, and the templates + content library make for easy updating across docs. The analytics on how long is spent is also helpful to see how in real time, if it's been viewed or if a certain section seems to be causing pause. Helps give insight to hesitations before speaking with the client.

What do you dislike about the product?
The editor (which they are in the process of improving is clunky) and the various font types don't naturally carryover to each doc which can lead to additional time fomatting templates. The tables aren't as flexible as they could be and limited to only certain widths. We also run into struggles with less tech savy clients who aren't familar with digital signatures.

What problems is the product solving and how is that benefiting you?
Proposify helps us deliver documents via e-signature direct from our reps emails and not in spam. The expirations help us promote urgency and automate reminders helping speed up our overall sales cycle.

Tomi M.
Star Rating: 4

What do you like best about the product?
Proposify has helped solve a variety of issues and inconsistencies we were finding within our internal staff. The Proposify library allows for a one-stop shop of content, that is simple to drag and drop into a variety of documents. It is easy to update the content library with new language, graphics, etc. and have that carry over into our master templates, or allows for easy swapping of pages in the in-progress proposals. Proposify has eliminated the inconcistences we were finding throughout our company, and we now have a more streamlined and consistent proposal being delivered to our prospects. The e-signature on proposals has been a useful tool to create a legally binding document, without the need for an additional software or program to retrieve signatures. Their customer service has always been top notch. Between our email messaging with our direct representative, or the chat function with their team, we have always received timely responses and answers to challenges.

What do you dislike about the product?
The editing and formatting in Proposify can sometimes be a bit clunky and inconsistent. It is not as intuitive as formatting in a Microsoft Word or Excel product. We have catered our fonts, colors, etc. to our brand - but we have had some confusion for new users on how to update, how to add tables, and easier ways to copy in new information or update existing. We have had calls with their design team, and have had open and honest communication about some of our "wants" and their design team has been fantastic about listening to our suggestions and working on implementing fixes at a user-wide level.

What problems is the product solving and how is that benefiting you?
Proposify makes the development and sending of proposals much easier and more efficient. We are able to send links and the electronic usage has made it easier to send and retreieve documents. Proposify also has a direct integration with our marketing CRM - making it easier to have updated information, have a clear pipeline to see how many proposals are in various stages, and allows for reporting metrics for firm personnel on $ amounts, opportunities, etc.

Chris H.
Star Rating: 5

What do you like best about the product?
Propisfy is very easy to use. I love the templates that are already created. I appreciate that everything is already pretty much done for you. You just have to put in your info.

What do you dislike about the product?
I don't like the many pages associated with the templates. I end up deleting most of the pages and only use the task sheet and quote. I wish there was a way to update the template so I can use that form every time.

What problems is the product solving and how is that benefiting you?
It makes it easy to send out a proposal. It seems a lot faster. The client gets back sooner that it is all online. I feel like I am more productive. It has increased because the proposals are easier to make.

Clayne W.
Star Rating: 5

What do you like best about the product?
Proposify, organizes everyhting that I am doing into a concise easy to use process. It has been a big help to me in colaborating with team members remotely on many projects, where we can discuss and modify sections all at the same time. I really have learned to enjoy the product flexibilty.

What do you dislike about the product?
If delete something inadvertently, it has at times been frustrating that there is no previous button function to bring back what might have been deleted. Also, at times large proposals, I have had to ask proposify techinical support to convert the file into a PDF for me, which was weird.

What problems is the product solving and how is that benefiting you?
As mentioned earlier, it helps me organize and collobrate with co-workers on various projects, easily.

Grant L.
Star Rating: 5

What do you like best about the product?
I like the way that you can effortlessly send out proposals new clients, and send out proposals to upsell current clients in just a few minutes. It takes a lot of the stress off of the cell cycle.

What do you dislike about the product?
I would love there to be a function where you could send mass emails to Prospect were at a certain stage in the sales pipeline. I believe that would help increase closing percentages.

What problems is the product solving and how is that benefiting you?
proposal play song problem. The problem being solved is. Clunky systems that take too long to generate a polished looking for Pooposal.I can create a new proposal in just a few minutes and it looks great!

Star Rating: 3.5

What do you like best about the product?
The final product is awesome if your team is savvy enough to get it there. My sales team loves that they can see when someone opens a proposal, how long they spent on the page, and where there attention has been. And the team that worked with us to set up a template and answer questions has always been very helpful and kind. Love that it integrates with Salesforce.

What do you dislike about the product?
The legacy editor is really difficult to use. It is not as intuitive as I'd like it to be. As a more tech-savvy person who has used drag & drop editors to build websites, I am able to navigate it okay, with minor frustrations usually. But supporting a team of sales staff who do not have that background makes for a frustrating experience at times. We also have trouble with people importing older collateral and items not being regularly cleaned up/audited. I wish it would dynamically update everywhere, especially when some reps rely on copying old proposals to send to a new client. I also wish it would export our content as anything other than PDF (something editable preferably, like a powerpoint).

What problems is the product solving and how is that benefiting you?
Having a professional-looking proposal that we can send and track throughout the sales process is a definite value-add. Having it integrate with our CRM (Salesforce) is also a huge plus.

Verified User
Star Rating: 5

What do you like best about the product?
Proposify simplifies crafting compelling, visually appealing proposals, even if you don't have graphic design experience. As a Content Manager, I've enjoyed the user-friendly interface that allows me to easily keep content up to date, construct templates, make edits, and generate new templates on demand. Proposify has not only streamlined our proposal creation process but has provided self-sufficiency to our team. No more difficult formatting and out-of-date content in old Word templates.

What do you dislike about the product?
The only frustration I've had is with creating pricing tables for the templates. There's a bug that sometimes causes some design issues in how the tables carry over from one page to the next, but last I heard this was being fixed. It has been a little tedious, but the customer success team has always been very helpful in remedying it.

What problems is the product solving and how is that benefiting you?
We used to rely on Word templates that didn't look half as good as the polished results we achieved with Proposify. Managing various versions of the Word templates was a challenge and often resulted in the use of outdated content. Plus, obtaining metrics through Proposify has been a game-changer for us.

Louise H.
Star Rating: 4.5

What do you like best about the product?
I enjoy using proposify because it makes sending proposals quick and easy. We have several templates in place that are easy to customize quickly so that after a sales call, it only takes a couple of minutes to get a proposal ready for a client. I enjoy that you can include embedded videos within the proposal. Additionally, their price tables are easy to use to assemble clear quotes.

What do you dislike about the product?
Sometimes, the interfaces can take a couple of seconds to load. And occasionally, less tech-savvy clients have had trouble figuring out how to navigate and sign the proposal.

What problems is the product solving and how is that benefiting you?
Proposify saves us time when creating proposals by providing easily customizable templates. It also allows us to track which proposal have been viewed, signed, and/or paid for so we can see which stage clients are in.

Patrick S.
Star Rating: 4.5

What do you like best about the product?
We like the ease of being able to create and organize quick proposals that are tailored to our prospective client and come across professional.

What do you dislike about the product?
There are some very minor limitations we encountered when it comes to integrations however, these were more nice to haves than actual needs.

What problems is the product solving and how is that benefiting you?
The ability to turnaround proposals quickly and professionally, without having to overload our Marketing and Bid teams with additional workload.

Michael Evan B.
Star Rating: 4.5

What do you like best about the product?
Proposify has radically streamlined proposals for my company and we get proposals to our clients 10x faster. In addition, they look much more professional and have many tools to help make the proposals look great. Finally, they have online integration so we get proposals signed faster and even easier and they have some cool tools on the backend of it as well.

What do you dislike about the product?
Minor UI flaws have caused refreshing the page soemtimes, the frequency has decreased over time.

What problems is the product solving and how is that benefiting you?
Getting proposals sent and signed fast and efficient.

Lou M.
Star Rating: 5

What do you like best about the product?
The tool is simple to understand. I can ue prior proposals to build off of to expedite my process while maintaining quality. The customer service is responsive, helpful, and kind.

What do you dislike about the product?
The formatting can be tricky, but that is usually due to my errors, not a design/program flaw.

What problems is the product solving and how is that benefiting you?
Proposify allows me to present visually impressive proposals to my clients. They have provided me feedback on their enjoyment of the documents, especially the ease of the esign feature.

Riley B.
Star Rating: 4.5

What do you like best about the product?
The ability to create many sections, click and drag those when needed allows for a seamless experience.

What do you dislike about the product?
Nothing at the moment as their product has developed over the years which is meeting our current needs.

What problems is the product solving and how is that benefiting you?
Saving many hours so our consultants can generate more business opportunities. Also allowing us to create templates for the consultants to use in the future for their own proposal creation.

Donna H.
Star Rating: 5

What do you like best about the product?
Easy to create templates and build professional and beautiful proposals.

What do you dislike about the product?
Nothing that I can think of, to be honest.

What problems is the product solving and how is that benefiting you?
A need to get something in front of clients that capture conversations about their needs and what our offerings are that will meet the needs. It has made the turnaround time from client conversation to proposal generation much faster and eliminated the sense of dread around putting a great proposal together.

Martie R.
Star Rating: 5

What do you like best about the product?
I like how clean the proposals look. I like the instant data I get after I send the proposals. I like how I can set up a template and it can be reused multiple times.

What do you dislike about the product?
It is not the most user-friendly program unless you use it often. I am the marketing lead/designer of the firm, so I go in and set up the templates. I have no problems with the program. BUT when I give access to someone on my team and they don't use Proposfiy as often, they make mistakes. They type over the varients, alter the templates instead of their individual drafts, etc. Plus once they're in they struggle with how to make changes. If the program could be made a little more intuitive on the design side that would be awesome.

What problems is the product solving and how is that benefiting you?
Proposify allows us to have a clear pipeline where we can easily see how many proposals we have out and where they are in the approval process. We can also easily capture how much we are proposing on projects and how much new business we have brought in over the year.

Ron R. B.
Star Rating: 5

What do you like best about the product?
Proposify allows me to create incredible, compelling proposals in minutes instead of hours. Their library allows me to easily "plug in" different contracts, testimonials, or other items based on a client industry . I can now put together a proposal in minutes instead of hours. Even better, I can see where potential clients are spending their time on the proposal review. Pro Tip: Walk clients through the proposal in Presentation Mode in Webinar for highest close rates. The ability to add PDF's into your presentation is a relatively recent improvement that has been a huge win for us. We have a lot of documentation in PDF format that is easily uploaded now. The Hubspot integration makes importing contact and business information into the contract a breeze. You can even collect a setup fee through Proposify now. They are incredibly responsive when it comes to customer support and product enhancements.

What do you dislike about the product?
They have a lot of templates, but I wish it were even more. They're really helpful and allows anyone to make a great looking presentation.

What problems is the product solving and how is that benefiting you?
Proposals were taking a long time to create and depending on who created them there was some inconsistency. We now have "authorized" templates that can be spun up in a matter of minutes. Easy to keep track of outstanding proposals and pipeline. Having a fully polished proposal ready in minutes has really helped us increase the sales of our company.

Shaan N.
Star Rating: 5

What do you like best about the product?
Proposify offers a wide range of customisable templates that can be easily adapted to the specific needs of each of our projects. This helps to streamline our proposal-making process, allowing my team to quickly and efficiently create proposals that are tailored to our client's needs. Proposify also integrates with a range of other tools, like Zapier, which helps to streamline the overall workflow.

What do you dislike about the product?
The only issue I have with Proposify is the editor which can be clunky when copying and pasting text and formatting content, their team are currently working on a new version which I'm excited to try out. Occasionally we get loading errors when viewing proposals inside the platform or via the links sent to clients, a few refreshes usually brings it up.

What problems is the product solving and how is that benefiting you?
Proposify makes it really simple for our team to get proposals out to our clients with minimal fuss, and they look great! This increases our productivity and decreases the amount of time that it takes to put our proposals together.

Holly H.
Star Rating: 4.5

What do you like best about the product?
Using Proposify allows us to save templates for each of our services so that quoting and sending proposals and contracts is quicker and easier than manually creating each one. It's also great to see each proposal's progress on the dashboard and track whether clients have seen and signed them.

What do you dislike about the product?
Lining things up on pages can be difficult and the initial learning curve for setting up individual proposal templates was steep. I would also add that an Accessibility Professional that we work with has told us that Proposify is not accessible for screen readers which would be a great addition.

What problems is the product solving and how is that benefiting you?
Tracking of proposal progress for all of our clients and making it easy to send out repeatable proposals for signature. Our clients love the fact that they can sign electronically which was difficult before even in PDF. Proposify gives us a central location for all contracts.

Drew H.
Star Rating: 5

What do you like best about the product?
A user friendly platform with agents on hand to assist when issue arise. Tech agents are informative, kind and very responsive.

What do you dislike about the product?
Client profiles are limited especially for planners. I would prefer Planners have a seperate client profile that allows me to add mulitple clients under them.

What problems is the product solving and how is that benefiting you?
Obtaining contract agreements and offering visual representations of what to antipcate. Allows a an organized flow for productivity.

Tyler S.
Star Rating: 4

What do you like best about the product?
I like the ability to create a proposal quickly from a template that allows for customization by my customers.

What do you dislike about the product?
The image library loads slowly. A great work around is to cut and paste images into the proposal.

What problems is the product solving and how is that benefiting you?
Clear business agreement with the customer that they can sign off on and we can lock in the business.

Ashley O.
Star Rating: 5

What do you like best about the product?
Proposify is really easy to use. Simple, concise, and efficient. We use this across all of our different company verticals and it works incredibly well. Switching between verticals (contract types) is very smooth.

What do you dislike about the product?
This is a frustration from our branding department, but it can be challenging to update the branding of proposals.

What problems is the product solving and how is that benefiting you?
Ease of signing contracts, sending reminders when needed, collecting e-signatures.

Paris P.
Star Rating: 4

What do you like best about the product?
The engagement metrics really sold the platform for us. It's very helpful for creating more impactful proposals based on the metrics.

What do you dislike about the product?
For our use case, it would be really helpful if this were more of a powerpoint-based platform. That would make the presenations a little more impactful visually.

What problems is the product solving and how is that benefiting you?
Proposify makes it easier to ensure that our sales team always has the more up-to-date proposal version and that everything our sales team presents aligns with our branding.

Star Rating: 4

What do you like best about the product?
The links for the video are a plus giving customers an overview of what I talk to them about when I meet them on-site. If I don't meet them, the video shows them what they get for the money. It is not just a technical quote they may or may not understand.

What do you dislike about the product?
I am doubling up on the quote. Due to the legal aspect of my business, If a customer wants to go ahead, I need to send out a different written contract to ensure it is a legal document for the work to commence.

What problems is the product solving and how is that benefiting you?
It allows me to explain to the customer the process of completing the work. Not just the cost or price to complete the work.

Derrick P.
Star Rating: 5

What do you like best about the product?
The templates are the best part of Proposify. There are several to choose from. Once learned, the editing process is a breeze and the end result is a super-professional, high-value proposal (and other documents) that your customers will be impressed with.

What do you dislike about the product?
The tables are a bit cumbersome, and the page flow style of page is a bit awkward to update. But there are a few workarounds that seem to suffice.

What problems is the product solving and how is that benefiting you?
We have grown from a small company into a multi-million dollar company. Our client profile is elevating and they require a more substantial offering when quoting or offering a proposal. The professional layout and the high-quality presentation has surely won our company business with some of the largest construction companies in the United States.

Riley B.
Star Rating: 3.5

What do you like best about the product?
The thing I like the best is that the people are very open to helping and teaching you how to use things. I also think the best part is how easy it is to send proposals and track them.

What do you dislike about the product?
I dislike the design part of Proposify. It is difficult to use and design the graphic part of the proposal. Also, our proposals use equations and that can be tricky to navigate in the table part.

What problems is the product solving and how is that benefiting you?
Solving the problem of creating proposals in Excel and manually sending and tracking to prospects. Proposify saves us time in that way and makes creating, sending, and tracking proposals way easier.

Richard J.
Star Rating: 4.5

What do you like best about the product?
The tool represents a modern, professional approach to presenting and reviewing proposals with clients.

What do you dislike about the product?
Building the fee tables can be frustrating and unforgiving while creating them. Replicating past builds not as easy as hoped for.

Recommendations to others considering the product:
Be patient, think logically about how you want the story to flow and Proposify will help you present it professionally

What problems is the product solving and how is that benefiting you?
So far, I’ve submitted 3 proposals, won 2 of them and the 3rd is in review. Clients have all stated they’ve appreciated the professional look and feel along with the ease of reviewing together.

George F.
Star Rating: 5

What do you like best about the product?
Its pretty easy to use. I use it on a daily basis at work.

What do you dislike about the product?
Nothing really. Seems pretty good. Nothing i wouldnt change honestly.

What problems is the product solving and how is that benefiting you?
It makes the documents that we send to our clients look very simple but professional.

Verified User in Computer Software
Star Rating: 4

What do you like best about the product?
I do like that you can set up a template for contracts/proposals and not have to recreate it each time. I also like that is has a signing option, like Docusign, and that you can store all contracts in one location. Once you've learned it, it becomes a good, quick and efficient tool.

What do you dislike about the product?
Learning this tool was not simple or instinctive. However, have asked for help when stuck and find their customer service not fast, but very helpful and friendly.

What problems is the product solving and how is that benefiting you?
In a centrally located tool for all in the office, to use the sample templates, store the signed documents, send them and to use signature database. I've gotten faster with it and it helps me assemble contracts fairly quickly.

Verified User in Marketing and Advertising
Star Rating: 4

What do you like best about the product?
I appreciate Proposify's built in functionality that allows for placement of screenshots, videos, and other useful content. It helps build a story for prospects.

What do you dislike about the product?
At times, the software can get clogged or feel buggy. But a quick refresh usually resolves most issues.

What problems is the product solving and how is that benefiting you?
Proposify offers an all-in-one sales solution from concept to close. Prospects (or existing clients) have real-time acces to their proposals and contracts with little effort.

Verified User in Computer Software
Star Rating: 4

What do you like best about the product?
Proposify makes sending proposals and information to potential clients so easy. The proposals look great and are so user friendly!

What do you dislike about the product?
I do wish there was a quick, easy way to see the last time someone viewed the proposal without having to go into each one.

What problems is the product solving and how is that benefiting you?
Proposify helps us quickly send detailed proposals out to potential clients. It is super easy and professional.

John M.
Star Rating: 5

What do you like best about the product?
I have been a Proposify user since 2014 and send all my proposals using it. Ease of use, constantly improving functionality and great support are why I use it.

What do you dislike about the product?
It was a bit clunky in 2014, but so was all the competition! However, the constant improvements, year in and year out, have made it a valuable part of my business.

What problems is the product solving and how is that benefiting you?
I used to have a problem with generating slightly different proposals, and Proposify solved these with their proposal templates, which I based all my templates on

Darlene M.
Star Rating: 5

What do you like best about the product?
It's fairly simple to use once you learn the interface.

What do you dislike about the product?
I would like to see the interface be more intuitive; sometimes it's hard to find where things are located. We do get complaints from customers who would like to see all the pricing on one page.

What problems is the product solving and how is that benefiting you?
integrating with hubspot and the tracking of when a user views the proposal

Renee S.
Star Rating: 4.5

What do you like best about the product?
Proposify allows you to submit gorgeous proposals to your clients and see when they opened the proposal, how much time they spend looking at your proposal and how long they spend on each page of your proposal. This helps to determine when to circle back to the client. It also could identify which areas of the proposal might be of concern.

What do you dislike about the product?
The initial set up can be time consuming, but if you create the templates properly, you can add pictures, pages, attachments, etc. which makes your proposal stand out against your competition.

What problems is the product solving and how is that benefiting you?
Speed, consistency and professionalism of our proposals are all a positive benefit for our organization.

Jennings S.
Star Rating: 5

What do you like best about the product?
It gives my company the ability to portray the complexity of our value proposition to our clients in a beautiful and impressive way, using a multi-page proposal that is flexible and customizable with so many features. Integrates perfectly into our Hubspot environment too.

What do you dislike about the product?
per user pricing is high, but for our business model, well worth it.

What problems is the product solving and how is that benefiting you?
Our company provides management services, which becomes a lot to list and demonstrate to our potential clients, often leaving them confused. Proposify gives us an 8 page overview using graphics, images, and is branded and beautiful. We also need to track views, time on page, and performance of sales agents. Proposify is a game changer for us. Since launching our customized, branded proposal template a week ago, literally out close rate seems to have doubled. Definitely pay for the design service, well worth the money.

Stephanie P.
Star Rating: 5

What do you like best about the product?
Easy to use with our templates and it allows advertisers to pick and choose the options we give to them

What do you dislike about the product?
I don't dislike anything because it is easy to use and the advertisers like it

What problems is the product solving and how is that benefiting you?
Easy to use and allows our advertisers to pick and chose what they want from their proposal. I am allowed to give them different advertising opportunities and they can select what they want.

Verified User in Consumer Services
Star Rating: 4

What do you like best about the product?
Aesthetically, each proposal looks incredible and outcompetes rival proposals every time. The templates are great for quick creation, as well as brand consistency.

What do you dislike about the product?
It can be very slow to load, especially when there are a ton of proposals and photos uploaded. I'd also love to have more design tools, like horizontal and vertical alignment help so that photos and text "snap" into place more easily (think Canva).

What problems is the product solving and how is that benefiting you?
Proposify allows me to create proposals that are visually appealing, as well as contain all of the information the client needs to be at ease with their event.

Verified User in Facilities Services
Star Rating: 3.5

What do you like best about the product?
Easy to filter between proposal statuses!

What do you dislike about the product?
Not a lot of custimization options when it comes to specific customer requests.

What problems is the product solving and how is that benefiting you?
Keeping contracts in a central location, and the salesmen usilizing a common format.

Grant L.
Star Rating: 5

What do you like best about the product?
This is one of the best tools for sending agreements I have ever used. We've tried a few others and this one is the best by far. Very happy to recommend this to anyone!

What do you dislike about the product?
The downsides of proposalfy are that they got rid of the follow-up feature. you use to be able to schedule reminders for when you want the tool to send reminder emails.

What problems is the product solving and how is that benefiting you?
this is helping us solve the issue of tracking where leads are at and when we can see when they view, open, and accept proposals we sent to them using this great tool.

Rahul T.
Star Rating: 4.5

What do you like best about the product?
I would be sending across roughly 15-20 proposals every month and it could means leaving important information if done manually. With proposify it's easy to manage and amazingly quick to create. Love the feature of templates and the mappings in the same.

What do you dislike about the product?
It doesn't automatically picks up company information from web search. Also currently the base model don't have reminder and renewal features. Also the pricing for a single account is only one currency .

What problems is the product solving and how is that benefiting you?
Proposals without any errors and at speed.

Ryan K.
Star Rating: 5

What do you like best about the product?
Proposify makes the use of templates super easy. The ability to be able to generate and spine. Duplicate templates with customizations makes the software super easy to use.

What do you dislike about the product?
It would be nice to have potential multiple users sign in for a single user account.

What problems is the product solving and how is that benefiting you?
Streamlining the proposal processed through the Internet and allowing for everything to be digitally teacked is super helpful. It's awesome to see when are prospects are viewing the proposal, let alone signing it. The data is great.

Teresa K.
Star Rating: 5

What do you like best about the product?
It's very user friendly and extremely easy for the client to follow. I love how customizable it is and how impressive it looks when I send my proposals to clients.

What do you dislike about the product?
Sometimes there are glitches but it's rare. I've had a few frustrating moments in the past but they were all resolved fairly quickly after inquiring. They are good at communicating when there are issues.

What problems is the product solving and how is that benefiting you?
They integrate with salesforce which makes my life much easier and saves me loads of time. The proposals make it impossible for people to not take us seriously as a contractor.

Paul E.
Star Rating: 5

What do you like best about the product?
Th ability to create professional looking templates that make creating proposals quick and easy

What do you dislike about the product?
The creation of emails to clients is not very streamlined. Also it is possible to copy a link and then send it to the wrong client.

What problems is the product solving and how is that benefiting you?
I used to produce proposals using Word which is time consuming and doesn't produce as professional a result. I would then have to manually upload to DocuSign, so Proposify provides a much more efficient and streamlined process.

Camila P.
Star Rating: 5

What do you like best about the product?
Proposify is a super complete tool that allows us to centralize the proposals we send. The traceability achieved through the different options of the tool is incredible. It has handy gadgets, and its customer service is high-speed and efficient.

What do you dislike about the product?
I want the tool to have more things similar to word, power point and excel.

What problems is the product solving and how is that benefiting you?
Thanks to the Proposify templates, I can make many more proposals quickly and safely. Also the online signature reduces steps in my processes.

Nadia V.
Star Rating: 5

What do you like best about the product?
Proposify has allowed me to reach my clients with professional-looking proposals! The platform is very easy to use and I love how I am notified when clients are viewing my proposals, Proposify provides me with real-time data that has been very valuable.

What do you dislike about the product?
There is a bit of a learning curve when you first use it.

What problems is the product solving and how is that benefiting you?
Proposify allows me to create dymanic looking proposals. Previously I used Word documents which were boring and unappealing.

Jessica B.
Star Rating: 5

What do you like best about the product?
Proposify simplifies the entire proposal creation process. We get proposals out the door much faster and in a way that makes it easy for everyone who needs to be involved to be involved. Highly recommend.

What do you dislike about the product?
I wish it was easier to cut/paste and use the tool a bit like a regular Word document. I often find it hard to move content from one page to another, and adjusting formatting is difficult sometimes.

What problems is the product solving and how is that benefiting you?
Faster, more consistent creation and branding of proposals. The ability to easily cross-purpose standard sections of proposals. Also the ability to go back and see what we pitched to a client.

Star Rating: 5

What do you like best about the product?
Simple UI. Easy to navigate. Great visual for showing drafts, viewed, and signed proposals.

What do you dislike about the product?
Sometimes the site gets a little clunky when editing agreements, and I need to refresh the browser to get back to editing. Been like that for a few years.

What problems is the product solving and how is that benefiting you?
An all-in-one solution for proposals that clients can easily access. Able to create customized proposals that can all be in one central location.

Mirko B.
Star Rating: 4.5

What do you like best about the product?
the flexibility of the tool: it allows me to configure new offers in less than 5 mins the analytics: is very important to understand what your client is watching

What do you dislike about the product?
sometimes the layout works wrong and you can't manage it; you have to delete and create again a section

What problems is the product solving and how is that benefiting you?
we can create or modify proposals in short time, saving time for other sales activities

Verified User in Computer Software
Star Rating: 3.5

What do you like best about the product?
The interface is very user-friendly. I didn't recieve any formal training on Proposify and was able to figure it out on my own pretty easily.

What do you dislike about the product?
Sometimes I find it hard to locate a past proposal. I like to search for old proposals to simply make a copy of when drafting a new proposal but I'm not always able to track what I am looking for down.

What problems is the product solving and how is that benefiting you?
Allows my team to get a quick e-signature when we are selling an add-on service. It ensures all terms are mutually agreed upon and makes the process quick and easy.

Cheri P.
Star Rating: 5

What do you like best about the product?
It has simplified my private tour proposals, which has made business smoother and more efficient.

What do you dislike about the product?
I don't have any dislikes about Proposify, except maybe cost.

What problems is the product solving and how is that benefiting you?
All of the above: Contract management, proposals, E-Signature and document generation. I am more productive and consistent with my product.

Star Rating: 5

What do you like best about the product?
I ease of moving throught the program. Once you get the basics its just a flash to throw something together

What do you dislike about the product?
I hate that you cant copy and paste from other text sorces. and I really have trouble bringing something back once Ive deleted it:-(

What problems is the product solving and how is that benefiting you?
Keeping me in the loop with where my customers focus is within the quote.

Liz E.
Star Rating: 5

What do you like best about the product?
Its quick and easy to build proposals. We can send out MSA, SOW, and contracts within minutes.

What do you dislike about the product?
Its hard to convert to word from Proposif, sometimes the emails go to spam folder.

What problems is the product solving and how is that benefiting you?
Helping me save time on getting proposals out, very efficient

Verified User in Computer Software
Star Rating: 3.5

What do you like best about the product?
Nick is a stellar CSM, love working with him and his approach to supporting us. The biggest differentiator between Proposify and other solutions that lead us to buy was their discount calculation and display that no one else we looked at could do.

What do you dislike about the product?
The term I use is their tool is very "sensitive". If you don't click on the exact spot in Proposify to do something, the error loop is so unbelievably frustrating. Having to just fiddle with their UI to get the text editor to pop up or move in and out to get it to "work right" has been very disappointing. Mobile signature doesn't work so our VP has basically given up on using Proposify. Customers being able to access their proposals and sign have had some glitches. Onboarding experience was not as easy as sales pitched and took 3x as long as we were promised.

What problems is the product solving and how is that benefiting you?
Better, more professional proposal and quoting. Drastically reducing contract value errors and mistakes.

Gerard T.
Star Rating: 4.5

What do you like best about the product?
I use Proposify to send client service agreements to be signed. The editor is super simple and user-friendly and has all the tools I need to get that e-signature. Also, love the live view that lets me see how many times someone has viewed the agreement and for how long. Awesome tool!

What do you dislike about the product?
Not much I dislike, to be honest. If I were to nitpick, I'd say the editor could be developed a little further. I don't need too many bells and whistles for service agreements, but some extra fluidity and features would be cool to see.

What problems is the product solving and how is that benefiting you?
I couldn't find a basic digital solution for sending client agreements and collecting e-signatures, without paying for some over the top monthly subscription. Now I can create, send and track service agreements on their free plan.

Chris V.
Star Rating: 5

What do you like best about the product?
The proposal is professional-looking and can be tailored to the customer in content and photos from the Unsplash library.

What do you dislike about the product?
I have been locked out of features and had to call support. Also at times when the proposal is opened not all the features are available and you have to close out completely and then re-log into proposify again.

What problems is the product solving and how is that benefiting you?
Quick professional proposal

Leah G.
Star Rating: 4

What do you like best about the product?
I love how simple it is to create templates, ideas, and new segmented sections. We utilize the breaking system in the template and copy and paste for quick delivery. The structure is clean, and the support is typically quick if not practical. I like reading the blog posts on Proposify to help me, a sales account executive, make better decisions when it comes to my prospects, my proposals and just my time in general. We've made a total of 7 different TYPES of template proposal formats on different levels that allow for all those in the company to contribute. I love the feature of being able to edit quickly, even after it's been sent, and the clean format when you print or make a pdf copy. I love the video integrations. We utilize many youtube videos and demos for our clients and it's easy to build into the proposal. I'd love to be able to create a custom thumbnail as you can in Youtube (you can pick from a slide of 4). We are also exploring using video and Propsify is integrated for it.

What do you dislike about the product?
Proposify can be a little spotty when it comes to the web browser. Whenever I try to right-click a word I've misspelled, it won't let me like I would typically do for a Google doc. I have to thoroughly highlight the word and go back to review the entirety of my document or word text. It can be finicky when you're trying to highlight and move things around. I'm a little OCD with my proposals and things don't often look right when I send it after the fact. For example, sometimes words in a white color with a blue background turn black for no reason. It's not Proposify's fault but we have a LOT of old-school clients who just don't "get it" and we often have to print a hard copy and manually sign and scan. Proposify can sometimes just randomly close me out of a proposal - maybe I'm hitting a key but thank goodness it saves and it tells you when it saves when the little icon is greyed out. I will say it can be finicky but I know their customer support is always on top of it and responsive.

Recommendations to others considering the product:
Take the time to make templates for any proposals. We have them for particular clients (marketing vs advertising clients) trade proposals and our specialization proposals. By having these preplanned ahead of time, it can be much faster and easier to get started. I would also recommend you hide others works so that you can focus on your own proposals and tasks. Always make sure when you send a proposal to include an automatic follow up. I'd recommend having an email reminder 2-4 days.

What problems is the product solving and how is that benefiting you?
I am solving a time problem! I'm able to quickly select the template of choice for my client and drag and drop certain sections that best fit their needs so we can offer a customizable proposal/package for them. I am also saving the client time and energy if I can send this out.

Thomas M.
Star Rating: 4.5

What do you like best about the product?
Even though the layout options are limited, it's miles ahead of its competitors. It is nice the layout is in A4 format, as it looks the same on all platforms and in print. But the editor could be better. We are missing basic alignment options for objects and more flexibility across objects and pages. And at last, the response from support is GREAT! They respond quickly and are super service-minded. And it is key that it integrates with CRM.

What do you dislike about the product?
Need more features in the editor, such as alignment and positioning of objects. Furthermore, the flow and switching between pipeline, proposal, editing, preview, finding links and e.g. cc your own people in the mail more easily could need som improvements for a more process in the daily work. Furthermore, they need to change the Proposal UI so the attachments are more visible to the customer.

What problems is the product solving and how is that benefiting you?
When having a problem, they are available on the chat all day and respond quickly. They help directly or via other services such as videos and it works great. They are also very interested in feature requests.

Guiseppa P.
Star Rating: 4

What do you like best about the product?
Makes my proposals come together fairly quickly.

What do you dislike about the product?
It doesn't have spell-check. It is very easy to mess up if you aren't precise. If you want to make a change in the front or sizing, you have to go in and change it each time because it doesn't remember it from one line item to the next. It often takes several clicks to get something to work instead of working the first time.

What problems is the product solving and how is that benefiting you?
Proposify is usually pretty good at helping out quickly if I have an issue. They have fixed a major bug in the program since I brought it up as an issue. Pages aren't deleted as easily when accidentally deleting them because of a tick in the program. Now it asks if I want something deleted instead of just deleting it when I never wanted it deleted in the first place, Boy was that frustrating. That problem made me have to start my proposals all over again.

Jon W.
Star Rating: 4.5

What do you like best about the product?
We have been able to add videos to our proposals and we feel that providing a platform to view proposals online and then download PDFs really sets us apart and we haven't seen anything else like this being used in our market. We are still dipping our toes in the water with Proposify but our CEO is really excited about the prospects and we have moved everything over —we probably put out around 5 proposals a week and previously just used a Word doc that we converted to a PDF. These templates got rather messy and inefficient. Being able to save templates and pages as templates is saving us time. Also adding bios at the end of a proposal will be easy once we have them all on Proposify as saved sections.

What do you dislike about the product?
The design and text functionality can be clunky. This will hopefully be fixed over time but currently you can't copy and paste tables and it can be hard to duplicate certain elements. Tables in general can be a bit of a pain. Cutting and pasting blocks of text from Word will create lots of double spaces in the text (you might want to use something like Text Soap to sort this out before you paste text).

Recommendations to others considering the product:
Consider how many licences you may need. Do you want to send a document that can be signed online?

What problems is the product solving and how is that benefiting you?
Proposify is allowing us to add video intros to our proposals. Something completely new which we think adds a huge amount of value. We can also control the fonts and layout of proposals - they are less likely to be messed up if the proposal passes through many hands. It prevents multiple versions being in circulation.

Jacob C.
Star Rating: 4.5

What do you like best about the product?
I love the ability to edit the proposals easily for each client that has different needs! I also love that this software integrates with HubSpot. Proposify also keeps track of the statistics of closed proposals and knowing that I have a very high close rate does make me feel good inside!

What do you dislike about the product?
The only thing that I would have to say I dislike is the mobile application because it is not always accurate about new updates on proposals. Also when you look at Proposify in a browser on your phone it is hard to use.

Recommendations to others considering the product:
If you are looking for software to use to send proposals or contracts, THIS IS THE SOFTWARE YOU SHOULD USE!

What problems is the product solving and how is that benefiting you?
As mentioned above I have benefited by this software by being able to show how high my close rate is, as well as it is able to integrate with HubSpot so we can keep track of all of our clients and their projects.

Gina B.
Star Rating: 4

What do you like best about the product?
The design layouts are heads and tails above every other platform. Their beautiful as well as functionally layed out. Templates have all the sections that might be needed and if you need to add other sections, it's super easy to do. I promise these will wow your clients.

What do you dislike about the product?
The one downside is that you can't charge both one time & recurring fees at same time. We hook our Stripe account into Proposify so clients can sign and pay in one step. But if we have both one time setup costs and then recurring payments as well, then we can't collect payments. It has to be one or the other. If and when the ability to do both comes around, I'd recommend this to everyone.

Recommendations to others considering the product:
I've looked at a TON of proposal software out there. Proposify is a great option if you want easy to use and also want to impress your customer.

What problems is the product solving and how is that benefiting you?
We offer a variety of services and some custom work as well. Proposify makes it stupid simple to save various blocks of information as well as pricing to be dropped into proposals to customize them for each client. It makes creating proposal take about a quarter of the time it used to.

Angie J.
Star Rating: 3.5

What do you like best about the product?
The templates are attractive and the user experience for clients to view and sign the proposal is excellent. The proposal/contract pipelines are easy for the internal team to use. I appreciate that there are no CRM contact limits so once we enter a client's info we can easily send proposals without tracking plan limits.

What do you dislike about the product?
The proposal text editor can be buggy, especially when trying to copy and paste in text content. Text styles are hard to make consistent and things like paragraph line height, headings, etc do not quite match across all pages of the proposal. It's frustrating and time-consuming to correct since we're a design agency and we need it to look good to win the contract. It has improved a bit since I first started using proposify years ago but it's also gotten really expensive per user compared to other options out there. I'm on a grandfathered plan or I would be looking for other solutions at their current price point. I think they're geared more towards high-volume sales teams.

Recommendations to others considering the product:
I think it's best for high-volume sales companies that send a lot of proposals per month.

What problems is the product solving and how is that benefiting you?
I can get proposals out quickly (once I get the visual styling consistent!) and my clients perceive it as professional and easy to use. It helps my team follow through with prospects and win more contracts. We don't send more than 15-20 proposals in a month and would be fine with a starter or limited-use plan with X number of proposals per month, but Proposify only offers unlimited/high volume plans.

Rob J.
Star Rating: 5

What do you like best about the product?
Proposify lets our sales team quickly create and reuse proposal templates, send them to our customers, track the progress of the proposal process, and then request a signature to execute contracts. The reporting and analytics are huge assets in fine-tuning our sales process and strategies.

What do you dislike about the product?
There is not much to dislike however there are a few sections when editing proposals where the text editor or element selector can be a little finicky and feel a little clunky but this is only a small gripe in otherwise a great platform.

What problems is the product solving and how is that benefiting you?
Proposify lets us close deals quicker by giving us a streamlined process and a single location to manage all of our proposals. The biggest asset though is the viewability and insights into how long people are viewing the proposals, what screens they spent the most time reviewing, and things of that nature.

Evan M.
Star Rating: 5

What do you like best about the product?
Being able to have a clean and concise template for each element of my team's business. allows me to close deals expediently.

What do you dislike about the product?
I think the tables could be improved aesthetically. The default options are satisfactory, but many of my clients tend to need additional instruction when utilizing the "option" feature.

Recommendations to others considering the product:
I would skip the free trial. Once I began using the product I found the limit in the number of proposals that you can send to be rather annoying. The product is priced appropriately; once you clear one deal...I would imagine that you would have covered the cost of the quarterly fee.

What problems is the product solving and how is that benefiting you?
Problems - Proposify mitigates the need for manual proposal creation. Benefits - Proposify provides both a professional polish and behavioral insight engine for the business owner seeking ot understand sticking points with their target audience.

John S.
Star Rating: 4.5

What do you like best about the product?
I appreciate that the client receives both a PDF or Word document and an experience. It is highly potent that they may pick which pieces to employ. The analytics we receive are also quite helpful in determining how much time clients spend on specific areas and when they look at them.

What do you dislike about the product?
While I enjoy the program very much, I've observed that the price tables are not always straightforward to alter.

Recommendations to others considering the product:
The smartphone app is sluggish and difficult to use, and I can't locate what I'm seeking on the dashboard. Therefore, it is not beneficial to me. I believe that the system as a whole is the finest available. I also have a checklist, however. I would want to include an URL to the cloud-based signed document on my invoices.

What problems is the product solving and how is that benefiting you?
We use Proposify to monitor all of our sales and proposals. We have such a thorough understanding of the upcoming deals. We send out ideas swiftly and give our prospects no time to deliberate before deciding.

Nick A.
Star Rating: 4

What do you like best about the product?
We have been able to create more professional proposals and track acceptance of our proposals. It is quick and easy to create proposals and send them out to our clients. I also like that we can share the proposal link with the clients by sending the proposal from our email account. Our clients seem to like this best.

What do you dislike about the product?
The template building is intuitive but a little hard to work with sometimes. The tables can be a little tricky and the spacing can be a little hard to work with. Also the organization of proposals in your proposal list gets a little hard to manage when you have a lot of proposals.

Recommendations to others considering the product:
We have tried other tools and for the price and tool set it has been a great asset to our small company.

What problems is the product solving and how is that benefiting you?
We used to do our proposals in Word and create a PDF. The formatting was not polished and it was hard to manage. Proposify has helped us up our game and have better organization. Also we have seen an uptick in accepted proposals.

Kelsey G.
Star Rating: 5

What do you like best about the product?
I love how simple it is to create templates, send proposals and design them. The automatic emails and ability to track the client's view of the email and proposal make it easier for me to know exactly where I'm at in a potential deal.

What do you dislike about the product?
Although I really like the software, I noticed that sometimes the pricing tables are a bit finicky with updating the information but I believe that has been updated recently to improve.

What problems is the product solving and how is that benefiting you?
The follow ups that I would typically have to conduct are minimized! With automatic follow ups, I'm able to give myself time on other tasks as I know the proposal tool is doing some of my job for me.

Verified User in Construction
Star Rating: 4

What do you like best about the product?
I love that the customer receives an experience rather than just a PDF or word document. The fact they can pick/choose elements is rather powerful. All the metrics we get are also very useful to be able to know how often customers spend on sections and when they view.

What do you dislike about the product?
- Not being able to right-click in most sections for spelling mistakes. - Not be able to create product tables that can generate prices based on what the customer selected from the product/service section (automatic pricing rules ?) - Not being able to auto archive a proposal or set custom messages that when something is archived it displays something that we've chosen to the customers - Random bugs that make editing or moving images a pain (across the board font editing is also hard)

What problems is the product solving and how is that benefiting you?
More professional quotes, better terms and conditions because of this software and being able to point back to the customer "here is where you signed and agreed to X". Knowing if a customer has read, received and seen through elements of the propsoal.

Annette H.
Star Rating: 3.5

What do you like best about the product?
The selectable options for the pricing breakdown. The clean and simple look and the fact we can track our wins and losses. I love that you can just duplicate an old proposal.

What do you dislike about the product?
The updated pricing sheet is not so great. It's harder to change/delete items. I cannot update the total column and amount to my desired color. Cut and paste doesn't work well and will delete items and/or duplicate things. Very frustrating.

Recommendations to others considering the product:
Put aside time to learn and build one proposal

What problems is the product solving and how is that benefiting you?
I have tried to ask for help but the online help isn't valuable. I wish there was a phone number to get immediate assistance as my issues aren't in their quick list.

Verified User in Marketing and Advertising
Star Rating: 5

What do you like best about the product?
How easy it is to create, duplicate, send out, get notified when a prospective client has opened a proposal and also love the notification emails that are sent out along the way.

What do you dislike about the product?
To be honest, I'm not there are very many elements about the Proposify platform that I don't like. I've been a user for years now. However, one thing that has frustrated me is that I could never use my PayPal Debit card to pay for my monthly subscription.

Recommendations to others considering the product:
I recommend Proposify to people all the time.

What problems is the product solving and how is that benefiting you?
Proposify solves my problem of having to continue creating new proposals for each prospective client from scratch each time. Also, having ready made templates available has been a big help and has offered a really great starting point when needing to create new versions of a proposal, especially when a prospective new client is from a different industry space.

Stephen S.
Star Rating: 5

What do you like best about the product?
The ability to generate a proposal, email it to several recipients and be able to see when they open and how long they viewed the proposal has been a huge help. Integrating the ability for our clients to add/remove services with the pricing/services tables built into the proposal has been fantastic.

What do you dislike about the product?
The system is fantastic! It's so robust that we do not use it to our full ability. With this system being so robust (but also very user-friendly), you have the ability to hire an expert to build out a proposal the way you need it, but that service is VERY pricey. Over 3k USD.

Recommendations to others considering the product:
If you are looking for a more mainstream process for your proposal process, Proposify is your go to!

What problems is the product solving and how is that benefiting you?
We have been able to stay way more organized with our proposals and our outreach. Our agency has become more streamlined with our proposal process and has saved us time with manually generating proposals on word documents.

Augusto D.
Star Rating: 5

What do you like best about the product?
With Proposify, we can quickly create and share proposal templates or mockups, deliver them to clients, track their responses, and collect their signatures on contracts. The analytics and reports have been of great assistance in enhancing our sales procedures.

What do you dislike about the product?
There are a few instances during the proposal editing process where the proposal editor or detail selector may be a bit finicky and cumbersome.

What problems is the product solving and how is that benefiting you?
Thanks to Proposify's centralized proposal management and streamlined workflow, our time spent closing deals has been cut in half. The most significant advantage, however, is the ability to see how much time people spend reviewing documents and proposals, which screens they spend the time reviewing, and similar data.

Verified User in Environmental Services
Star Rating: 4.5

What do you like best about the product?
Easy to use and able to be customized beyond typical proposal designs.

What do you dislike about the product?
The proposify link appears in some clients' spam inboxes.

What problems is the product solving and how is that benefiting you?
Sending proposals quickly.

Craig M.
Star Rating: 5

What do you like best about the product?
That we are alerted when the prospect interacts with the quote. We get to see how long they have viewed the quote, which page they are currently viewing, if they have clicked on any elements and also a nice E-mail alert when they first open the quote and if they have successfully accepted the quote. You are even alerted when payment by the client has been successful and you are given a link in your E-mail to go straight to that specific closed deal. We have closed hundreds of sales outside of business hours because of the simplicity for the customer to edit their quote, accept it and then pay for it immediately.

What do you dislike about the product?
The design interface when customising the quote can be a bit frustrating but once you figure it out it works fine. It could have a few more options when editing. However, I understand it is being edited inside a web browser so there are limitations because of that. Please add somewhere that the client can add their delivery address when paying for the quote.

Recommendations to others considering the product:
If you want to streamline your quotations or contracts for clients and have the ability for your customer to modify say the quantity while they are viewing your quote then Proposify will most certainly help you close more sales and earn more money. We have also added optional extras that the customer can choose to purchase before accepting the proposal/quote before checking out. Quite often the customer up-sells themselves with extra services available on the quote. They just tick the box, change the quantity and pay on the spot.

What problems is the product solving and how is that benefiting you?
Customers can open, modify and accept/pay for their quote any time of the day without needing to call us.