15 years helping Australian businesses
choose better software

What Is Proposify?

Proposify is the online proposal software that gives sales leaders the control and visibility you need to better manage your sales document process and double your close rates. Create, send, track, and close quotes, contracts, and proposals with confidence.

Create impressive sales documents that are brand consistent and error-free. Get valuable insights on how prospects are interacting with your proposals so reps can make timely follow-ups and nurture the deal to a close. Find out what your best reps are doing vs low performers so you can replicate and scale your process and accurately forecast. Deliver a seamless, professional, sign-off experience for your customers and prospects.

Who Uses Proposify?

Proposify targets medium-large B2B service firms. Streamlines proposal workflows for Facilities, Construction, Professional Services & more.

Proposify Software - 1
Proposify Software - 2
Proposify Software - 3
Proposify Software - 4
Proposify Software - 5

Not sure about Proposify? Compare with a popular alternative

Proposify

Proposify

4.4 (277)
USD 35.00
month
Free version
Free trial
56
19
4.3 (277)
4.4 (277)
4.4 (277)
VS
Starting Price
Pricing Options
Features
Integrations
Ease of Use
Value for Money
Customer Service
USD 29.00
month
Free version
Free trial
22
11
4.8 (48)
4.5 (48)
4.8 (48)
Green rating bars show the winning product based on the average rating and number of reviews.

Other great alternatives to Proposify

Nusii
Top rated features
API
Document Management
Proposal Generation
Cage
Top rated features
No features have been rated by reviewers for this product.
Quotient
Top rated features
Electronic Signature
Proposal Generation
Quotes/Estimates
Bidsketch
Top rated features
Collaboration Tools
Document Management
Electronic Signature
Xodo Sign
Top rated features
Authentication
Electronic Signature
Multi-Party Signing
Odoo
Top rated features
Approval Process Control
Order Entry
Status Tracking
Better Proposals
Top rated features
Electronic Signature
Quotes/Estimates
Templates
Loopio
Top rated features
Collaboration Tools
Progress Tracking
Task Management
Qwilr
Top rated features
Electronic Signature
Quotes/Estimates
Templates

Reviews of Proposify

Average score

Overall
4.4
Ease of Use
4.3
Customer Service
4.4
Features
4.3
Value for Money
4.4

Reviews by company size (employees)

  • <50
  • 51-200
  • 201-1,000
  • >1,001
Susan
Susan
Director in UK
Verified LinkedIn User
Construction, 2–10 Employees
Used the Software for: 1-5 months
Reviewer Source

Love it.

5.0 5 years ago

Comments: Really good so far (it's only been a few weeks). Very easy to see the status of your proposals and I love the links to Infusionsoft and the ability to automate followup which were both missing in our previous software.

Pros:

Beautiful looking proposals, easy to use templates and libraries, very impressive for clients and it looks great when printed out too.

Cons:

Set up of our template was a little daunting but we used Belt Creative to help us which was well worth the investment.

Proposify Inc. Response

5 years ago

Hi Susan, thanks for taking a moment to write a review of our software. Fantastic that Belt Creative helped you get started, and that your clients are impressed! That's really great feedback, and we're excited for you to continue seeing the benefits of Proposify. Definitely let us know your thoughts at the six-month and 12-month marks! Best of luck with any upcoming proposals, and happy closing!

Aman Preet
Aman Preet
Developer in India
Verified LinkedIn User
Retail, 10,000+ Employees
Used the Software for: 6-12 months
Reviewer Source

Alternatives Considered:

Pros and cons of Proposify

4.0 2 years ago

Comments: Overall experience with Proposify is nice as it fullfill our current requirements quite well hence one can go with Proposify software if they wanna have right workflow management tool.

Pros:

Our dependency with CRM tools is based on our current requirements and the main reason of using Proposify is to have perfect documents signature as well as ideal workflow management system which could automate the process and here Proposify did it job quite well.

Cons:

The efficiency of using other tools in collaboration with Proposify is not that good as for handling and improving documents that is required. Hence this is something where our team felt the improvement is required.

Catalina
Owner in Canada
Events Services, 11–50 Employees
Used the Software for: 2+ years
Reviewer Source
Source: SoftwareAdvice

Great in concept but buggy as hell

3.0 3 years ago

Comments: Overall it WAS a great product. It's going through growing pains but they don't seem to be growing out of it anytime fast. The support is somewhat responsive although 9/10 I get a canned response that doesn't really answer my question. If you are using the exact same template over and over again with no changes then you will probably have no issues but if you build a custom proposal for your clients it will be a frustrating task.

Pros:

I love how it streamlines our proposal presentation to clients. We are able to quickly produce proposals that look beautiful and help us close... when there are no changes needed to be made to the template.

Cons:

In seems that over the past few years the dev consistency has gone down a lot. There are a lot of feature updates but more and more bugs. Simple things that should be flushed out before deployment are not being done and this has been something I have seen for over a year and a half. The biggest issue so far has been pricing tables. You're prompted to update to the new tables but it never works. Support just tells you to do a few workarounds and sometimes it works and sometimes it doesn't. We don't have time to teach our entire team how to navigate the bugs. Before that there was a bug with being able to update simple text, you couldn't select a text box and you had to refresh every time. Before that, your templates would load blurry and then you had to scroll all the way to the bottom of the page then back up to be able to edit anything. I used to love this software so much but I don't know what happened. It went from saving us time to costing us time and causing hours of frustration. A common phrase of frustration in our office is "Why Proposify" WHY???" I am in the process of looking for an alternate to move my entire team to.

Proposify Inc. Response

2 years ago

Hi Catalina! Thanks for leaving your review. Feedback like yours helps us get better! Customizing templates can sometimes be challenging. We now offer a custom template service, where our designers work with clients to create dream proposal templates! We also offer consultations to help our customers build better custom templates. Please let us know if these services are right for you and your team. We have received customer feedback about the pricing tables and have launched an internal team to focus on improving this experience. Our VP of Product would like to hear more about your experience, to help improve the overall product and your direct experience with Proposify. If you're interested, please reply to this thread and we will get you in touch.

Muturi
Accountant in US
Business Supplies & Equipment, 11–50 Employees
Used the Software for: 1+ year
Reviewer Source

My Experience Using Proposify

5.0 3 months ago

Pros:

I like the electronic document signing solution The software makes document management easy The tool is a great CPQ

Cons:

Not single problem with Proposify. It is quite effective.

Matthew
Matthew
CEO & Founder in Netherlands
Verified LinkedIn User
Internet, Self Employed
Used the Software for: 1-5 months
Reviewer Source

Alternatives Considered:

Helping automate my freelance business

4.0 5 years ago

Comments: Very positive. My need was to cut down in repetitive work in creating proposals and sending out contracts to be signed. An impressive feature is the ability to create dynamic proposals where clients can add on options and the total sum is adjusted accordingly.

Pros:

This is a complete package. I needed a tool that would allow me to dynamically create proposals, but also send out regular documents like NDA's to be signed digitally. Proposify solves this for me and add extra features. It is relatively easy to create a document (proposal/contract) from scratch using their design interface. Even though it is a bit unintuitive at times, it gets the job done. Creating snippets of content for later use is a definite benefit. Even better is the seemless integrations with Harvest, creating an invoice from a proposal when it is signed, and importing contacts from Harvest. This automated approach is saving me a bunch of time.

Cons:

No integration yet with Everhour, since I was considering switching time tracking solution from Harvest. No integration with Asana to create a project within a team upon signing, but this might be (too) nice to have :) No integration either with a tool like PieSync to import contacts in general.

Proposify Inc. Response

5 years ago

Hi Matthew, thanks for leaving us a review. So great to hear how Proposify is helping you create dynamic sales docs! We also appreciate your integration feedbackwe'll share it with our team. Happy closing!