SerchenUK
Proposify logo

Proposify

β˜…β˜…β˜…β˜…β˜… 4.1 Β· 18 Reviews

Visit website

What is Proposify?

Proposify is the online proposal software that helps modern sales teams create, send, track, and e-sign winning proposals, contracts, and agreements. Proposify reduces friction in your proposal workflow making it easier for your sales reps to quickly create professional-looking proposals that impress prospects and close deals. Create on-brand templates that sales reps can reuse so they don’t need to reinvent the wheel for every deal. Store all your approved proposal content in one location so snapping together a proposal takes minutes, not hours. And with our integration with all your fave apps, your reps can create proposals, contracts, and agreements without ever leaving the CRM. Our Salesforce integration lets your rep create proposals, contracts, and agreements right in the CRM, and keep their data in sync. Impress prospects with a buyer experience that includes interactive pricing, videos, and live chat. Client viewing metrics let you know the moment a prospect opens the proposal, which sections they view and for how long, and - most importantly - the second they (e)sign on the dotted line. You may not actually be a mind reader, but with Proposify, you'll feel like one. Plus get faster sign-off and make it easier for prospects to buy with our legally binding electronic signature tool and order forms. We’ve revolutionized the proposals process so your reps can spend less time on manual tasks and more time doing what they do best: selling. But Proposify doesn't just save time; with assignable roles, permissions, and workspaces, you can manage the access each sales rep has. From the kind of content they can use and editing the design, all the way through to sending a proposal, you'll have full brand control and peace of mind without bottlenecking the process. Finally, a solution that makes both Sales AND Marketing happy. If you're ready to give your sales team the competitive edge, visit our website or book a demo at https://www.proposify.com.

Alternatives to Proposify

See all in Proposal Management Software β†’

Proposify Reviews (18)

4.1
β˜…β˜…β˜…β˜…β˜…
18 reviews
  • β˜…β˜…β˜…β˜…β˜…13
  • β˜…β˜…β˜…β˜…β˜…1
  • β˜…β˜…β˜…β˜…β˜…0
  • β˜…β˜…β˜…β˜…β˜…1
  • β˜…β˜…β˜…β˜…β˜…3

Review Summary

Generated using AI from real user reviews

Proposify is sharply polarized: most users love it, but a vocal minority report serious technical problems that undermine the product's core value.

The majority of users praise intuitive design, professional templates, and time savingsβ€”many say it has cut proposal creation from hours to minutes and helped them close more deals. Customer service receives consistent acclaim across reviews, with users noting the team's responsiveness and willingness to improve the product based on feedback. For creative professionals especially, the customization options and polished visual output stand out.

However, a smaller but emphatic group describes a frustrating opposite experience. They report critical bugs around data persistenceβ€”variables and content mysteriously disappearing when reopening proposalsβ€”and find the UI difficult and error-prone despite the positive reviews. Copy and paste functionality is flagged as problematic. One programmer reviewer notes spending 2–3 hours fixing templates only to have changes fail to save. These users submit frequent support tickets with screenshots but remain stuck in a loop of instability.

The gap between these experiences is striking and unexplained in the reviews. If you rely heavily on reopening and editing existing proposals, or need rock-solid reliability, request a trial focused on those workflows. For teams creating fresh proposals within single sessions, the software appears solid.

Posts mentioning Proposify

Related Categories